Replies to post #205265 on Liquidmetal Technologies Inc (LQMT)

[joshuaeyu]

Mold for prospect perhaps

[Watts Watt]

I can tell you who the allowance for doubtful accounts WAS NOT:

It was not ISOLITE (Zyris)

How do I know?

Just came back from the Veterans Administration where I personally inspected the latest Isolite containing Liquidmetal part, which was just received into the VA system in early 4th Quarter.

This confirms the targeted market was ISOLITE and it was there latest product.

In the United States, there are 199,486 or so dentists.
In the United States, there are independent 189,040 dental offices.

So, on the rough, I conclude that the market for the ISOLITE is roughly 200,000 units in the USA.

If we divide by 10000 per month, then we would get a maximum of 20 shipments to saturate 100% of this market. I am guessing ISOLITE may get 50% of the market, or about 10 shipments total, which would take us to May.

So: FACT: The customer was isolite.
Estimated market share: 50%
Est total units: 100,000 with the possibility of eventual saturation of market with 200,000 units.


OF COURSE, not calculated are North America (Mexico and Canada) and Europe.

This is nothing to get excited about.
The PPS is clearly situated at its rightful level, say ten cents.

Any further movement has to be from

1) additional dental products from ISOLITE (ZYRIS)
2) other dental markets
3) other dental manufacturers
4) other targeted markets

The above is NOT FLUBBER. IT IS HERE, and forget the NOT QUITE HERE from the FLUBBER BALLOON SHIP that pumped to 18 cents and destroyed the stock technicals.