This will be 3x the revenue that was issued in 2Q, meaning 750k - goes hand in hand with what we found in eontec documents earlier this year (April)…my guess is anywhere from 30-60% net.
If royalties become relevant inside 3Q then we hit the jackpot!
I don’t believe BB mentioning profitability in any commentary…
the image is from q3 2020 so supposedly those 10k parts per month for zyris should have ended june q2 2021 so those inventory figures could possibly be for someone else.
or zyris have contracted lqmt again but for more volume orders. or the same zyris order volume of 10k/month PLUS a new customer is responsible for the increased inventory.
regardless of who the customers are those inventory figures along with your deduction/analysis of their implications regarding increasing inventory/gross profit margins looks like next quarter revenue will be the highest yet for lqmt.