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chipboarder

01/20/22 8:41 AM

#220201 RE: iateclube #220200

I don’t think the entire club will be “made in China”….only the head or head insert so technically it can be assembled in Japan with shafts from elsewhere and carry a Japanese name. It’s a marketing problem that has been addressed before

This is good business and from what I see, LQMT doesn’t have to do anything but audit the royalties.
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chipboarder

01/20/22 9:10 AM

#220202 RE: iateclube #220200

The biggest question mark I see is whether ATJ will be scaled to sell $10 million or $100 million and how soon? Fifteen years ago a set of irons was going for $3000 in South Korea so the numbers could add up fast.

I’m reluctant to jump on the Apple bandwagon…Apple is a problem to deal with and I don’t think we have the scale to make the relationship work…(I owned GTAT and lived…one of the few!). Apple is a “bully” that reminds me of dealing with GM in the 1970s and it was never fun. I would rather see Tesla decide to put BMG machines in Fremont, Austin and Germany to take their part fabrication “inhouse”. Elon Musk could do that in the snap of the fingers.