Watts, that's your point re: mftrg and I agree completely. It should be self-evident, but it's not. However, if you think about it, it's the same as Steipp starting up a furniture store and thinking he will start off as Furniture Row.
P.S. Did you see the 8-K? I was very dismissive of the possibility, but I think an acquisition is in the offing that will address all these issues. IMVHO, I think Steipp and MTRN see the Visser thing as a noose around their necks. Visser has positioned himself well (exclusive mftr so that LQMT can't do ANYTHING without him and his anti-dilutive clause) and it's also why I think VPC hasn't shown much in terms of "activity." I think MTRN is working closely with AAPL. I just don't know know if MTRN is on the outside looking in, but do you (MTRN) name LQMT in their Annual Report as an exciting tech if you don't expect to derive any substantial benefit from it? No...
Visser (and probably, particularly, his atty) is/are one smart son(s) of a beach(es).