I've been invested since mid-2014. Like I said, the DD used in that summary is mostly Josh's. I just need to construct the narrative myself, for my own sanity, and alter it as more information is presented to us.
There is a big picture in Li's head. Maybe it is as some say; that he is simply raiding LQMT for our IP, or he is satisfied with 4 machines and a slow medical contract buildup. I don't believe that, because those pieces don't fit very nicely into a strategy.
Strategy and the execution of that strategy. It serves a purpose to think through where his strategy could go completely wrong. There is one major choke point in the strategy that I spelled out. He needs a major CE contract from someone. If I were Li, I would make sure that I cannot lose on that one crucial area, BEFORE I buy LQMT and BEFORE I build out my manufacturing base. Since he has done both, I have confidence that he knows he will get a CE contract from someone.
Now we wait.
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