Replies to post #42486 on Liquidmetal Technologies Inc (LQMT)

[Watts Watt]

Let's hope the amorphous part of this patent gets some immediate traction.

[riese713]

Clamp projection - possible revenue for LQMT.

gvg63 and Watts...I keep thinking about this - the clamp you mentioned. It sure looks like the clamp from the patent. I looked up more information on this per your great combined due diligence.

Besides the patent you mentioned:

http://www.google.com/patents/US20130344455

...and the data sheet Watts posted which shows a clamp multiple times stronger than the previous generation - possibly hinting at liquidmetal construction (still unknown):

https://www.garrisondental.com/sites/default/files/documents/3DXR%20Benefits%20v02-NEW-FINAL.pdf

These are selling for $189.00 for a pair on their website:

https://www.garrisondental.com/matrix-rings/composi-tight-soft-face-3d-xr-ring

Per their company information on their web page, https://www.garrisondental.com/about-garrison:

"Like so many entrepreneurial businesses in America, Garrison Dental Solutions started out in a basement; the basement of Dr. Edgar and Dr. John Garrison’s dental practice. That’s where the original Composi-Tight Sectional Matrix system was brought to life back in 1996. Many years and several hundred million matrix bands later, that same energy and enthusiasm that got the ball rolling is still driving us forward."

Okay...so in business since 1996 - assuming 17 years of business and assuming 300 million of these sold (several hundred million - we do not know how many "several hundred million is"...this language denotes more than 200 million so I will be conservative with 300 million) - this means they can sell 300/17 = 17.64 million a year (conservatively).

It was also named, "Garrison Dental’s Composi-Tight™ 3D XR™ was named 2014 Top Sectional Matrix and Editors’ Choice by THE DENTAL ADVISOR." (https://www.garrisondental.com/matrix-systems/sectional-matrix-systems/composi-tight-3d-xr) - bottom of the page on the left. So Garrison got some press and and endorsement on this clamp.

In other words, if we are assuming ONLY a 1% royalty on each clamp (10% is my understanding for industry standard, but let's assume only 1%) - this could be worth (17.64 million clamps X $94.5 per one clamp, $189.00 for two, at 1% royalty) = $16.6698 million a year for LQMT.

If we are at a more normal 10% royalty - it could be upwards of $166.698 million a year.

I do not know for a fact this is Liquidmetal - the patent and the increased strength certainly indicates it is a possibility (also remembering the blog on the Liquidmetal website, posted July 24th, http://info.liquidmetal.com/blog/bid/313900/Liquidmetal-Spring-Prototype-Test-Results - which is also interesting timing since the patent by Garrison Dental Solutions was filed on June 6th, 2013,

This could be exciting for Liquidmetal shareholders...IF...BIG IF...this clamp is made from Liquidmetal and there is a contract between Liquidmetal and Garrison Dental Solutions with royalties.

So, if this is in fact, Liquidmetal, and they have a contract here with royalties - this one product could be HUGE for Liquidmetal.

Am I missing something?

Thoughts?