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BBboy

05/08/19 2:05 PM

#171836 RE: Eicheljager #171835

Bingo, you get it! This is the hope that everyone is hanging on for.

If it dies LF dies with it.
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iateclube

05/08/19 2:11 PM

#171838 RE: Eicheljager #171835

We may participate in the maze, but we do not have equity in the maze. Li does. His holding company for LQMT does not (far as I know it only holds LQMT stock). How far the PLA takes us down the road to profiting from the
maze may be peripheral, whilst EON/LI glean the big bucks.
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Eagle1947

05/08/19 3:26 PM

#171843 RE: Eicheljager #171835

I agree, if you use the words "fairy tale" in place of theory.
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handsomehank

05/08/19 3:38 PM

#171845 RE: Eicheljager #171835

Thanks for laying that out and it makes sense even if it is all conjecture at this point. The motivation for the power upgrade in LF is or is not related to the maze and coming 5G revolution? My thinking is that it is something LL is setting up for LF to not be solely reliant on the trickle down from maze/China and will focus primarily on smaller domestic production contracts ie medical, auto...which as we have seen is not happening with any urgency and in all likelihood could take years for them to manifest. So until then any meaningful revenue coming to LF will be maze trickle down sourced? Is that your thinking?