Replies to post #139442 on Liquidmetal Technologies Inc (LQMT)

[MakingMine]

It seems to me that in order for LI to get the most bang for his buck with his 405 million shares of LQMT he has is to figure out a way to renegotiate the MTA with Apple where the money flows mostly to LQMT….

if that's through EON somehow…...so be it.

Has it not been suggested here that many Chinese businessmen want to get their monies out of China?

[Eicheljager]

These are the questions that need asking. I’ll take a shot by giving my opinion.

Put the MTA and ROFR aside for a minute, as they can be changed if both parties feel the need.

The Chinese government has adopted a five year plan and a long range plan based upon the principles in Jeremy Rifkin’s book “The Third Industrial Revolution” which among other things, has put China on a path of new industrialization via internet technologies and domestic consumption. Their long term initiative is entitled “Made in China 2025”. They are linking up their industrial infrastructure via the Internet of things.

Some of the big Chinese companies like Huawei and ZTE have been big beneficiaries of this push, which includes the initiative to be the first major adopter of 5G. As mentioned by WATTS in a previous post, this local favoritism has put Apple at a significant disadvantage that even their war chest can not overcome.

The Chinese handset market is the largest in the world, followed by India, then by the U.S. 5G is absolutely integral to Made in China 2025. A phone with steel or aluminum is not RF transparent. A steel frame or aluminum frame glass sandwich like the iPhone X does not allow for small components to be screwed to the glass. The future of the market, in the near term at least, is BMG.

Eontec, as we all know, is the only manufacturer that has the capability to produce 1000g of BMG in one shot. This is important for large volume orders such as a cell phone mid frame. Eontec, therefore has created a joint venture with LK to produce as many of its machines as possible, with money loaned by the Chinese government, in the name of a Chinese-led 3rd industrial revolution.

If Eicheljager can piece this much together in 2017, Tim Cook had this dynamic figured out in 2014 or 2015. What do you do if you run the largest company in the world, and your only avenue to grow significantly is to penetrate the Chinese market, dominated by heavily subsidized locals? You cut a deal with Eontec. You are now supporting Chinese industry, Chinese ambitions, and Chinese technology. But what about the formula to which you own perpetual CE rights? Abandon it? If I were Apple, I would look for a way to combine my need for cheap, scalable BMG with my years of research. “Lugee Li, you have our blessing (which was likely necessary) to acquire a controlling interest in LQMT.”

Apple needs Eontec. They also could use a California-based entity to manufacture their own prototypes, keeping in line with their tight-lipped nature. They also could use the good press of using a U.S. supplier, perhaps to the point of investing in some U.S. based manufacturing capacity for LQMT to make something like an Apple Watch.

The focus is always on why Apple doesn’t need LQMT, and how we contractually cannot stop them. But what if Apple WANTS to place its orders through LQMT? They will pay what they pay for a phone case. If LQMT gets the royalty as a condition of letting Li in the door, with Apple getting to mix and match BMG formulas within one device, all produced by Foxconn, using Eontec branded machines for DC105 and Engel machines for LM105, then everyone wins.

If Apple turns down that scenario, or one similar to that, what happens? Eontec sells to everyone else. LQMT probably would not benefit to the extent it would with Apple.

Tim Cook realized 2 years ago that Apple makes the most money by partnering with Li. This is Apple’s plan as much as it is Li’s. Li, of course, has to prove he can scale up. He also needs to build the local manufacturing to the point where he can satisfy medical and Apple prototyping.

LQMT makes money, because it is a package deal that was a precondition to allowing Li in the door, in exchange for the ability to mix and match formulas based upon cost/ need.

This scenario can’t be picked from the MTA nor the ROFR, because those are protective documents, not opportunistic documents.

We are a penny stock for a reason. That scenario cannot be proven until it does or doesn’t happen.

Just my opinion. Find the holes, and propose a new narrative. I am confident that there is a plan in place, and that it is largely proceeding as intended. The silence is telling.