Risk reward ratio and consequence of Risk (subjective view) is what any investment is all about.
Without commercialization, LQMT market cap value was reflected in feb 2016. ($25 million or $0.025 with today’s outstanding shares)
With commercialization, LQMT market value is Nasdaq criteria. ($5 billion or $5.00 with today’s outstanding shares)
By 2020, answer will be somewhat binary. There will be nothing in between.
Put it another way.
Downside 90%
Upside 2000%
IMHO, the odd of commercialization is much greater than 5%.
Downside consequence to me is ZERO.
I am not sure Lugee Li 64 million white wash consequence is ZERO. Hence I can bet on his URGENCY.
This is why I am still a loyal long term investor.