One rumor I have heard is that when Darth's Daddy died, he left Darth Junior a burned out mobile meth lab and 237 shares of LM (paid full IPO price, was taken to dinner by his broker firm too).
Nobody seems to know which parts on which Apple product(s), when, or indeed IF might use LM.
But somehow (alone?) YOU are certain that:
1. Materion, a company with 2400 employees around the world, cannot supply enough material
2 "Apple has the ability and network of suppliers to fabricate LQMT ingots" - whatever that really
3. That Apple has some agreement that allows them to bypass "certified partners" - even as the only certified supplier listed on their site (that I've been able to find) has been Materion.
So frankly, I'm pretty amazed at your audacity, but at same time anxious to learn more IF you can provide a reference to your information source. (My 3 calls to Materion so far have been non-productive and I only have so much time for this stuff - my investment in LQMT has been made without regard to additional income from Apple)
(First, sorry if some of Entity name spelling are wrong.. I'm going to just make my best guesses, and get this off... after reading your "info" for the nth time I just got mad.)
Just repeating a message "no revenues from Apple" endlessly doesn't make you correct!
Do you have really any idea of what you are talking about?
Here's what I have from a source that has researched things very carefully, including reading the legal agreements, all first hand I have gathered the following info:
There are multiple Entities involved including FoxCon for Apple Manufacturing, Crucible for patents, Engle for molding machine, and Materion for the actual supply of materials.
We believe that at a very minimum FoxCon would be paying a materiel fee to Materion which would then be shared with Liquid Metal.
Just think that Apple is NOT in the business of manufacturing. They have what they want from LQMT - if lqmt should get in trouble financially they might do something through a 3rd party? But buy? Seems to me it would be a big change from their current and successful business strategy.
Getting the metal, in any form or fashion (even as just a label) would literally put LQMT in the hands of millions around the world. WIth their flagship status it will be, imho, a seminal event for LQMT and better than a buy out unless one is only looking for huge/fast return :)
Huge return slowly over years suits me better, profitability coming, then more technical advances and lower costs of materials - super "moat" via patents, that's good enough for me!
Sentiment: Strong Buy
Any reason it makes particular sense that these folks have a fully built model?
Do they have a record of breaking news on Apple maybe?
Any specific observations on the video that makes somebody think it is a fake or legitimate?
Thanks in advance,
Notes: 1. Set English subtitles On. 2. New Apple Logo at about 1 min with specific mention of LiquidMetal
I guess this IS IT
Sentiment: Strong Buy
First of all this deal replaces previous. Its over 3 years so takes company farther. Second it is the best form of financing for a company in the position of LQMT. Better than Debt for everybody and a much better sign. That Aspire researched this company / this segment / talked to management and did their dd to invest 30 Million is a GOOD sign. (Compare to trying to learn from the half baked no-knowledge-base here :)
If we trust management & believe the potential is real then this is a GOOD & positive development, if we don't, well..... then what are you doing here?
Hey, not sure how this is supposed to all fit, but INJECTED MOLDED labels seem to me to make very little sense. No sense from handling perspective at all from the problems of ejecting, the problem of handling down stream, the problems/costs of production just all seem wrong. Any real quantity of labels, again, as far as I can think, will need to be handled as an inline process which seems 'wrong' for amorphous materials - I doubt the material can be "stamped out" of a rolling sheet.
Overall, of all the applications I've heard of, making labels seems the weakest and most illogical. Maybe even a tad phony? Would love to hear otherwise from somebody that thinks they know something.... my industrial background in plastics and metals is dated for sure.
Don't get me wrong! I'm a believer in the potential of the material, and hope that Dental / Defense / Aerospace are only the beginnings, and would also love a "home-run" by way of Apple in near future, but it seems much more likely to me that there will be a nice, trickle at first, stream of applications that replace highly tooled parts with injected molded parts. As the price of the material comes down, and as expertise grows, as sales efforts and "the word" spreads by way real parts doing a superior job this grow and grow.... all getting set up to start soon.
...and that's plenty good enough for me !
to long term investors.
But perhaps exactly the right message if we realize that everything is only now coming together in one place under their control....
Of course would have liked a 'sugar drenched energy drink of apple using lq for blah blah' announcement to, but I think the '28 lessons' had to be learned from and longer term adjustments made. That's what has been happening and the company is in good enough financial shape to make things happen, NOT looking for more money / dilution.
So investors for investors that have been with this company looking for a quick fix ( like the last individual to ask a question :) ) are not going to be over-thrilled (as in didn't I hear this a year ago?) but for newer and potential investors the message may sit about right.
I'm okay with it, it reflects what they believed already many months ago. Its basic, and it seems right that having more control (w/o wisser) and everything demonstrable under a single roof... this seems like REAL progress to me, not the re-assignment of focus on some new holy grail....
very interesting. rather a dated event (July 9). but rather what one might expect some fine day? bought shares without knowing for sure if it was liquid metal (?). 'beautiful' deception or great news, not sure, but either way an interesting change to the usual postings on this board imho :)
when I go to OTC board and count down a few buttons I see "Short Sales" for LQMT,
they are listed for Jun 13, 2014 at 547,125 shares - not much.
fyi - I don't know or care or think you are short, but if you are really going to continue to try and play the "resident expert" role here, you oughta have your really basic facts straight?
Somebody I know that is doing all his own basic research, modeling different scenarios, and getting down first hand to the financial nuts and bolts and details of patents and such - and he has become more and more excited, not less over the last weeks. Whereas you insist that there is no money to be made from AAPL he has concluded that AAPL would have to at least buy the material from Materion and there for would be paying LQMT some sort of royalty that way. You claim the opposite. I'd like to 100% get to the bottom of this one.
And :) BTW I looked up that Mercedes model - it looks alot like the one my dentist drives - why not? Seems to me to reflect SOLID GOOD TASTE and appreciation for Excellent World Class Engineering. Would not want him picking up Engel executives at airport in an old pickup truck? :)
overheard: yoda to darth :)
Type millionaires buying keep.
Type retail their pennies make, and gone they are,
or must chase,
Sad it is, not more millionaires made,
just millionaires transforming to billionaires
more the case,
What am I missing? bottom line: From conference call: Cash totaled $7.0 million at March 31, 2014, as compared to $2.1 million at December 31, 2013. Now 389M shares - so about 8% dilution rounded out.
That really not terrible, in fact that's almost seems low in this phase. Folks are going without salaries on the board, costs are being controlled pretty well, I'd say....
AND they are now going to have twice as many machines! That's one machine for every 9 employees. Think about it... :)
Yes, some dilution, but they are moving the ball along and taking care of business with a very strategic hire and so on. I'm gaining confidence that they getting set for good things to come...
Sentiment: Strong Buy
We are looking at records that show Visser controlling only a little over 19M shares. Where do you get 100M?
Found some good current info using google for "Amorphous Metals" with mention of LM. Also a link to a LM to a recent 14 Page (PDF) Design Guide with many good images that I found most interesting.
I'm getting psych'd to double down if the price should drop to 15 from this lofty level :)
I think I understand that LQMT would make some money on Apple by way of the costs of the material itself? How do you understand this? (I'm not as hung up on whether or not Apple uses LM in their products as many board members here seem to be, of course for PR / public exposure it would be great.. For me it is the pct of those 28 (?) prototypes that eventually become real products / revenue streams that I'm going to be very very interested in. I dipped a toe in at 0.18 but will double down at
Apple has continued to invest in the LM technology over a period of years. THIS MEANS (to me) that they have seen, felt, drop tested, soak tested, consumer tested, and whatever.tested the heck out of a series of materials and have maintained and continued their interest in LM.
YOU can read whatever you want into that, for me it is another good sign, one of more than a few...
And here's the Link: https://mbasic.facebook.com/siriusxmliquidmetal?v=feed&refsrc=http%3A%2F%2Fmbasic.facebook.com%2Fa%2Flanguage.php&_rdr
No I don't know who owns the patents but I put a call in to "Otis" and perhaps they will be interested enough to return my call and comment on this, as their use of the (translated) word pair "Liquid Metal" is clearly misleading AND because it is Not entirely impossible that "our" lqmt has some overlapping "interest" - perhaps from the old original research program days, that something was done in this area that they might have (some) rights to?
(I've been wanting to call them to see if the phone is still connected :) it was, but a recording, could be interesting how / when they reply? )