Replies to post #48245 on Liquidmetal Technologies Inc (LQMT)

[truetrue]

Excellent. Outstanding. Brilliant. Genius. Mensa. I'll offer a "conjecture" for items 1 and 3 and a "supposition" for item 2. Anything more specific would require a lot of additional facts not in evidence to offer a 90% defensible and definitive "conjecture".

Keep in mind I'm not interested in credit if my "conjectures" prove correct or blame if not. Keep in mind my WARNING to you TO NOT accept my "conjectures" as reason to invest in LQMT or to sell LQMT stock. No one else does.

For the market in the $5 million to $10 million range that Mr Hipple (CEO of MATERION) refer (sic) to (First 2 years):

1. How would you conjecture the pie chart (sic) for the customer base? b.

2. How would you conjecture LQMT share of this revenue? None of your choices, sorry. Keep in mind, Mr. Hipple wants $5 -10M in sales of LM alloy for FY '14 so by "his" expectaions, MTRN has "penciled-in" and will strive for that number - minimum.

My LM royalty"supposition" is net 10-15% of gross sales to MTRN. That translates into ~ $1M in alloy-related royalty revenues FY '14, likely beginning shortly after delivery of contracted products mid - later FY '14 (August-ish).

3. How would you conjecture (sic) timing distribution of this revenue?
As I already posted as "conjecture" (following Mr. Hipple's timeline shared with his shareholders)- First 1-2 contracts within first 6 months of "LQMT" FY 2014. Additional "conjecture": One - two more second half of FY '14.

FACT: LM has ~$6M on hand for this FY.

FACT: On 2/27/14 Mr. Richard Hipple, CEO, Materion, was asked by Avinash Kant of D.A. Davidson about potential APPLE alloy procurement and revenue contribution to MTRN.

Avinash Kant - D. A. Davidson
"If I remember the history of this one, lots of patents were bought by Apple actually from "Liquidmetal". Now, would you be making the material for Apple or not at this point?"

Richard Hipple - CEO
"It would depend on Apple's decision making process."


If Mr. Hipple is not willing to include or project LM alloy sales revenues from APPLE in FY '14, I can't justify a "conjecture" that there will be any this FY. Right?

I "suppose" you could be excited by my "conjectures" but that would be misplaced. Keep in mind I'm only offering "conjecture" based on the few recently revealed facts and comments by CEO's like Mr. Hipple and Mr. Steipp. A "supposition" is entirely a wild guess based on zero facts in evidence.

Please PROMISE me that you WILL NOT buy LQMT stock or sell all your holdings in LQMT stock based on my "conjectures" or "suppositions". I want you to feel very comfortable with your decisions either direction without relying on anything in my posts.

If you choose to read my posts you have to PROMISE me you're only reading them for your entertainment and amusement.

Again - do not buy or sell LQMT stock based on my musings !