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iateclube

03/26/23 9:46 AM

#228981 RE: Researchfyi #228980

"In the event of a disruption of the operations of our supplier related to limited capacity, as well as other geo-political issues, we may not have other manufacturing sources immediately available. " Deal breaker.

Eagle1947

03/26/23 3:37 PM

#228983 RE: Researchfyi #228980

Yeah, It's really kind of impressive that this company is still alive given their track record of one excuse after another. The China thing is gettingrather intense these days although it seems rather remote that may be affecting LQMT

Almosthere

03/27/23 12:46 PM

#228988 RE: Researchfyi #228980

Some contend that Li/LQMT does not have manufacturing capacity or strategies for whales, a totally false conclusion.

Li/LQMT although having Eontec/YiHao for manufacturing, can use other strategies like selling machines to other manufactures and license them the process for large production orders of a whale.

Read Joshua’s post of what could happen with a SAMSUNG hinge contract for manufacturing:

“It looks like KHVatec will do the manufacturing.

https://www.khvatec.com/en/products/motion_module/

Lugee will simply sell them the machine and license the process. KHVatec will produce the MIM sub-assemblies small pieces and insert them inside the BMG mold for the final hinge assembly.
Similar deal and structure with LQMT Japan with Twins Corp.”

Don’t believe the false theory that a whale is out of bounds because of manufacturing.

SOME FOCUS ON PAST WEAKNESSES OF A COMPANY, OTHERS FOCUS ON CURRENT POSITIVE STEPS TAKEN AND FUTURE POTENTIAL.