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tnyellowtomcat

11/15/23 3:54 PM

#231132 RE: chipboarder #231130

Numbers in thousands!

Tomcat

Researchfyi

11/15/23 5:26 PM

#231137 RE: chipboarder #231130

The correct numbers are already in the story. Sometimes people think they can walk before they can crawl and some people want to run before they can walk.

When ever reading a 10Q, especially one like LQMT puts out learn to crawl through it one crawl at a time.

There are no contradictions in LQMT’s 10Q story.
One is telling you of facts as they state it for the last quarter, which is very good news. Actually it is potentially what theorists commonly say is a “great find.” The other story is telling you of the facts as they (LQMT) see it for the accumulated nine months story or past three quarters and when they compare it to the data of the year prior for the same time the three quarter story as a whole does not look so good.

I think I explained this already in two of my posts right after the 3rd Qtr. release earlier this morning.

Hope this settles your dilemma. Or whatever you are waiting for to see in the next 10Q/10K, which from what I gather from your astute 10Q review, is your focus on where do these increases in licensing and fees come from.

Without speculating as many often do. I would say they ( the increase of license fees and Royalties) come from existing customers and the last contract involving golf club parts as outlined by LQMT.

Of course there will always be speculation, hype and innuendo about where else might these fees and royalties be coming from, due to the impatience of many invested in LQMT for a long time while LQMT is imo, going through a long period of drought.

The correct numbers and references are already in the story.

iateclube

11/15/23 5:31 PM

#231138 RE: chipboarder #231130

I noticed that as well, and assumed something new has happened mostly in the contract manufacturer category. Moving product. Wish I knew what it was, exactly.
On another front that will not resonate here, Xi's domestic issues of unemployment, housing, slowdown in growth and so on, have forced him to look to his biggest trading partner for support. And we should give it to him, in return for a more favorable business climate and access to China's markets. Xi's current visit has more potential for us than the failed organic performance of Valencia. Maybe LL will get a different message from the CCP. Russia and Iran can't help us economically, but the USA certainly can. Let's play nice. Authoritarians can change on a dime.

jrs5

11/17/23 8:48 PM

#231167 RE: chipboarder #231130

That's an astute observation. What it essentially means is that our licensing and royalties revenue is not stable currently. While we saw a substantial uptick this third quarter, we are still lower YTD from last year. You can see in 2022, the first 6 months had very good licensing and royalties revenue but then dropped off in the third quarter of 2022. In 2023, the first 6 months didn't have much licensing and royalties revenue, but there was an uptick this past quarter.

What we need to see is steady, sustainable growth in these revenues. And it is not there yet.