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? )
I thought the original post was a scam so I was excited to find an actual authentic appearing article of any sort but I was not 100% sure that the phrase "Liquid Metal" used in the article referered to any of the LQMT patented metals. Only read the article only very quickly before posting. Now I read more carefully and
It is is 'almost certainly" NOT "our" liquid metal as they say: Biomedical engineers have been eyeing the liquid metal alloy gallium-indium-selenium for some time (67 percent Ga, 20.5 percent In and 12.5 percent Se by volume). This material is liquid at body temperature
and is thought to be entirely benign. Consequently, they have been studying various ways of using it inside the body, such as for imaging.
So sorry, should have read carefully before posting....
Did some googling on this and indeed there is a genuine article out there. I'm not kidding, here's the link:
Chinese biomedical engineers have used liquid metal to transmit electrical signals across the gap in severed sciatic nerves. The work raises the prospect of a new treatment for nerve injuries, they say.
So it’s just possible that liquid metal will become an important component in the treatment of nerve injuries in future.
This is GOOD info BUT it does not seem to impact, the, in my opinion, much more important material(s).characteristics/technology/process adds some real value or it does not.... and I happen to think that does. If and as new products slowly get lined up and into production many things will happen: the material will get less expensive, much will be learned to improve the process, materials science will advance... making more and more applications possible.
to summarize, good to have the lowdown and this kind of info on a company, it clearly provides some limited insight on the past, but I do not see how it is at all a part of "materials battleground" of costs and benefits analysis going on now for, I assume right now, dozens of trial applications.
Having 19 empolyees and one machine might seem a bit odd at first, but given: :
1. Management, R&D people, and sales people hardly belong doing production
2. Not too many hours on the machine are needed by R&D
3. As I understand things they (superficially) the LQMT model does not call for them
doing the actual production, but rather to assist all along... in return for license fees.
(Not sure at all how these are structured and who owns the mold and so on...)
So given all the circumstances 19 employees and 1 machine does not seem wrong
at all... your thoughts?
Hmmm, just thought about bicycle frames and maybe some of the components! Folks are charging and paying a fortune for latest and greatest frames and various mechanisms with favorable characteristics. Seems like a great experimental "playground" for new materials/mfg processes?
This gives me some new ideas to play around with. Need to keep digging & thinking on all this.
I was thinking more old school, and bigger stuff that I have worked with. I was excited as heck about the Pontiac Fiero design concept of frame and panels back when. Could anything like those plastic body panels be molded with one of the LM alloys? Could such a thing make sense? Could the panels be strong and still so thin to actually save weight?
I must learn, maybe, to think smaller.
New here. Still doing my DD even while I have begun to dabble.
Could somebody help me with the following 'gedankengang' (thought walk):
Okay, usually, as an engineer, we are trying to determine the ideal material and process for a potential
product. (And usually we want it to fit with existing process equipment, materials... so if we are going to change /try something new we have to be pretty excited about something like total program cost saving while using a superior material.)
As I am trying to evaluate the various possible niches (beyond $7,000 watches :) ) for the new
alloy and its "default" process - I guess injection molding. The size of the products are therefore
limited by the capacity of the mold for the Engel machine just now.
given: (from Engel):
Our current machines are designed for 100 gram shot charges per cycle. Since LM001B has a density of 6.0 g/cm3, the current maximum alloy volume is 16.7cm3.
Found this link for Silver Inventories... http://www.bloomberg.com/news/2014-01-08/silver-inventory-reaches-16-year-high-after-worst-rout-since-81.html
I like the sound of a "wound up MACD" - not sure how it drives the price of Silver which SLW seems correlate with - but then less messy than reading entrails :)
Found this FYI:
Developed by Gerald Appel in the late seventies, the Moving Average Convergence-Divergence (MACD) indicator is one of the simplest and most effective momentum indicators available. The MACD turns two trend-following indicators, moving averages, into a momentum oscillator by subtracting the longer moving average from the shorter moving average. As a result, the MACD offers the best of both worlds: trend following and momentum. The MACD fluctuates above and below the zero line as the moving averages converge, cross and diverge. Traders can look for signal line crossovers, centerline crossovers and divergences to generate signals. Because the MACD is unbounded, it is not particularly useful for identifying overbought and oversold levels.
Note: MACD can be pronounced as either "MAC-DEE" or "M-A-C-D."
Complimentary to a longer view, to my thinking anyway, are the facts related to actual mining costs. Clearly the price to produce an ounce of silver does not mean the market price cannot go below this price, however given enough time mines will halt longer termed expensive activities, and weak mining operations will be shut down.
Before I invested in SLW I researched what I could find on what it costs to produce silver and I thought I found a very useful seeking Alpha article that told me what I hoped to learn: there's been cost inflation and the current costs are great than $20 for all but a few mines (my words).
Discussion about what the price of Silver "should be" in the longer term seems to be missing
I'm a longer term investor, I'm not ready to sell if I'm up 10%, I'm looking for 30 - 40 percent before I drop any again - if I can see or/ find evidence that this what I think is what is going to happen within the next 2 years or so.
Sentiment: Strong Buy