Replies to post #160551 on Liquidmetal Technologies Inc (LQMT)

[Gumby525]

I appreciate your insight and glad Li did actually show up. I'm glad you actually got some news out of somebody and it seems they are making progress.

[myryebread]

Thx for going and taking the time to write this post. I was right on one of them thrle brand name Liquidmetal. Hmm who was it that said that reason was rubbish. I'm not saying but you know who you are.

[Bigspender]

Thank you kind stranger.

[Out The Window]

Thank you for posting!

[PayMEmf]

Thank you for taking the time to write:)

[chipboarder]

Good summary...I’m glad at least one shareholder provided insight. Particularly interested in 12 machines capability of producing $50 million at full capacity. This could be several years down the road but 4 machines could mean $15 million or so. Also points to a major capacity announcement once the power upgrade is complete

Wild card is the royalty payments and apparently there was no speculation on this subject...REALLY BIG orders have the ability to goose the royalty stream.

I’m thinking the net margin on LF orders at 25% and 75% on royalty payments

[Base2Final]

Thank You.

[honors]

Definitely appreciate your report on the meeting, gotfish. It truly helps those of us who could not be there, to hear your perspective on Li's plan, project and your opinion of his humbleness. It's difficult to form a long-distance assessment of the man we know only in photographs and who rarely speaks to us. Also encouraging that this visit has convinced you to hold your shares. Thank you.

[Tom567]

Thank you very much for your report!

Two questions:
1. "could produce approx 50 mill revenue at LF at full capacity." What does 'LF' means?

2. Did somebody provide an assumption about the yield on sales (= return on sales (ROS))?

50 million revenue per year with a ROS at 10% would be 5 million profit per year. It would be a nice start finally.

[Eagle1947]

Thank you for taking the time to report on your visit.

I'm surprised that Li showed up and I'm doubley surprised if you are for real.

If you really did attend, and, your words are genuin,e please accept my apologies for the skepticism , it is not personal. Just an old time shareholder who has been subjected to "it all" with this stock.

[Dead Presidents]

I thought I read a post from Watts that stated Professor Li was not attending.

[MakingMine]

Thank you.

[Watts Watt]

Great report. Thanks.

[Mech Tech]

Thank you for your insights!

[handsomehank]

Thanks for your time and insights and I must admit I had the same impression of the man when I met him at the OH last year. Were there any hard hitting questions regarding:
-Indirect revenue stream from China contracts (how and when)
-production/revenue from previously announced medical sources
-downward trend of share price
-lack of communication from local management
-future role of LQMT US with China mfg. network
-likelihood of the Rams going to the Super Bowl
-impact of China/US trade war on business
-(fill in the blank)

[DMN]

Thanks for the report. It is greatly appreciated!

[DMN]

PS - I also think you were lucky to have a one-on-one with him. At next year’s meeting, it might be difficult to get near him.

[BBboy]

Gold! Thank you! Encouraging report.

Sounds like the $250,000 is just the start, and LF is ramping up quickly!

Holding long and strong.

I’m still calling over a million in revenue next quarter report.

[BBboy]

Did they have any samples of products they are working on?

[iateclube]

Thanks for sharing your thoughts on the AGSHM! Glad someone came through.

[makingitnow]

Thanks for posting about the meeting

[iateclube]

'Li is an sincere, humble , kind, a man of little words but a powerhouse..... was good energy from and with him'. I do not know
how many years you have spent living and working in the Far East,
but that is about as scary as it gets.

[iateclube]

'Li is an sincere, humble , kind, a man of little words but a powerhouse..... was good energy from and with him'. I do not know
how many years you have spent living and working in the Far East,
but that is about as scary as it gets.

[Dell_Griffith]

I have been observing probably for,I think, 4 months now

That’s a little confusing because you say you’ve only been observing for 4 months, but your ihub account was opened in March 2015.

[Eagle1947]

hmmmm something must have happened to all this huh ?

[Watts Watt]

The significance of the annual shareholders meeting held last year is three-fold:

1) It is the final annual shareholders meeting
2) Two of the first directors and founding sharehlders of the original company, Henri Tchen and Kenneth Barnett were there.
3) The Valencia Circle Lake Forest manufacturing facility was still operational.

It is hard to know, any more, whether Synapse Capital founders hold shares anymore. But I would suspect that if Tchen and Barnett are no longer shareholders (and they were the oldest since before the IPO) that would be very telling for the future of LQMT and LQMT shareholders. Also, not having a follow-up ASHM this year following the cessation of operations of LF since the last one is also very very telling.

If there were any money left, I would invest in Eontec.

[i7squared]

But I thought LQMT LF building has been shutdown? The building is for sale and the 12 machines either sold or are for sale. So what is all the hope around this message - is there a LF building? Is there 12 machines that can give us 50 million revenue or not?

[i7squared]

Okay here is what I don't get: If the opportunity was so great based on all this info - possible Apple frames, possible medical, possible..., and of course the great and wonderful wizard of BMG Lugee Li himself, the greatest mind and business man of the BMG world to hit planet earth. How come only a few dozen people here at iHub seem to recognize these facts? Seems to me that if this was all true there would be "others", many "others" that would recognize this and the share price would be going up dramatically every week if not every day? I have been hearing from this board that Lugee Li is the savior of the BMG world since according to watts Steipp was the loser of the BMG world (which so far is unsupported by watts or the share price or the revenue of LQMT). As far as pure LQMT, Lugee so far has not shown one iota degree anything better than Steipp and that's a pure fact at this point in time today. Maybe it changes tomorrow, but for the last 4+ years - nothing!!!

[joshuaeyu]

“hopefully by the new year they will have full power to run their estimated 12 machine capability. Which they were guesstimating, could produce approx 50 mill revenue at LF at full capacity.”


We fully understood the 12 machines never did happen in LF.

Will you still stand by statement (you relay) of “$50 millions revenue for 12 machines”?