The theories on how LQMT gets revenue from CE go something like this:
a) The BMG stock is outside of CIP.
b) The BMG stock is inside of PLA and is jointly owned by Eontec and LQMT.
c) (sprinkle some fairy dust and trust) Li has 400 million reasons to divert revenue to LQMT.
or
c) Because it is jointly owned, Eontec and LQMT (or Li as CEO of both) decide that CE restriction of the PLA doesn't apply.
d) Because it is jointly owned, Eontec and LQMT (or Li as CEO of both) decide that the territorial exclusions do apply.
e) Eontec/Li ignores the fact that the BMG stock isn't patented and therefore components from the BMG stock aren't "Eontec Licensed Products."
f) Li ignores his fiduciary duties to Eontec shareholders and diverts revenue to LQMT even though the territorial exclusions don't apply to components made from the BMG stock.
There may be other theories, but those are the two main ones so far as I can tell.