LiquidMetal and iWatch - much too expensive? And Allergy?
According to LiquidMetal's own website, we have here an metal alloy comprised of Zirconium, Titanium, Copper, Nickel and Beryllium. The price of Aluminium (which Apple computers are build of) is approx US$ 1.81K per metric ton. As far as I can see (just made a short lookup) Zirconium, Titanium, Copper, Nickel and Beryllium are quite a bit more expensive than Aluminium. Not to mention the existence of Nickel allergy which many people easily develop.
Now, I've been interested in LiquidMetal as much as any investor in this thread - but really....LiquidMetal for an iWatch? Hyper-expensive productions costs and with built-in a Nickel allergy chance for a vast number of customers?
Cost comparison of materials by weight won't have particular meaning in determining if a job is economical for several reasons: 1. Greater strength makes for less material for the same strength - eg satellite shield where extreme cost of payload likely a factor. 2. Then there is casting with 0.002 type tolerance with zero secondary work (plus fine finish / shiny appearance...) versus additional handling, tools, CNC time, labor, QC, and all the costs associated with secondary processes.
As for allergies, only guessing, but if an alloy can spend months in salt-water, and pass medical tests for in-body applications (only early stages, not final yet) then I would think that would be a good indication that Allergies are not as much a factor.
Costs of materials will also come down with time as more is used...... so many factors at play here, but seems to me many factors favorable for Amorphous Metals in general and LQMT in particular.
go ahead and keep worrying, this thing was left for dead years ago but represents a decent risk reward as a spec play and potential turnaround story. The technology is real, the largest company on the planet appears interested once again, and aerospace seems like the perfect application for Liquidmetal's exotic alloys.
Holding shares already accumulated long term regardless of outcome here. Only thing holding me back from buying more is the lack of clarity surrounding the agreement with Visser. Looks to me that Visser is now a direct competitor?
no reason to not hold a few thousand shares of this puppy!! great potential for stock price growth! i kind of SMELL $1 a share this year. if it doesnt happen you're only out less then a thousand bucko's, already. can make that up holding Apple stock easily!!