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PayMEmf

04/01/19 10:36 PM

#170154 RE: joshuaeyu #170146

106c variant is "joint effort" between LQMT LF and YiHao Metal (after 04/02/2018).
106c is not part of CIP due to non renewal by Apple.
CIP cookie jar closed on 02/2016.
Apple ROFR expired on 02/2018.
YiHao Metal is 60% owned by Eontec after 04/02/2018.

PLA is between LQMT LF and Eontec.
PLA has exclusivity of CE hence Apple cannot be any part of Eontec.
PLA has an out clause for "life after 2016" via section 5.1 and 5.2.
Any joint development does not have to obey PLA rule.



Great break down, makes sense to me, just to pick your brain for a minute, when you state “any joint development does not have to obey PLA rule” due to CE NOT being part of the PLA, could this open up EONTEC/LQMT/Yihao to share CE production revenue? Meaning regardless it being an Asian client (EONTEC) or NA (Lqmt)...my thought is if CE is free game, then Li would use lqmt China which would divide revenues/profits 3 ways Yihao/EONTEC/LQMT?

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Keith Stone

04/01/19 11:22 PM

#170158 RE: joshuaeyu #170146

Thank you, Josh.
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iateclube

04/02/19 8:06 AM

#170163 RE: joshuaeyu #170146

Outstanding clarification, thank you.
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Watts Watt

04/02/19 8:50 AM

#170167 RE: joshuaeyu #170146

Good post.
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BBboy

04/02/19 9:59 AM

#170169 RE: joshuaeyu #170146

“However, I can assure you 106c success in CE (commercialization) will improve odd significantly that LQMT PPS will rise.”

Eontec 1 million in revenue from BMG sales in 2018 is a start with CE whale companies.

Let’s see if they can grow this exponentially in 2019. Hopefully we see a major upscaling in BMG sales.

In the mean time wonder why Li needs so many employees at LF facility burning through the cash?


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jaybiscuit

08/06/19 10:11 AM

#176779 RE: joshuaeyu #170146

Good info! Very relevant today
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DMN

12/16/19 1:51 PM

#185305 RE: joshuaeyu #170146

Ditto, great to resurrect this thread. Can somebody “sticky” this post?