Researchfyi
1 day ago
Part 4 of 4. Another week passes. 01/03/2025.
Potentially on the positive side, like the positive theories, LQMT can break a dime in the next quarter. Based on existing potential and a new contract. More Examples of this theory can come from Amorphology Inc., and the ring company. But the ring company will only be an indicator of future quarterly revenues since a commercial announcement would require time to fulfill any announcement of an agreement for more than 5000 medical rings. This impact from those agreements will be in potential now and revenues later. I’m more interested in LQMT’s robotics and medical endeavors this year. That to me seems more plausible for a deal this year.
Many companies today employ robotics in manufacturing and distribution. From Amazon like companies to auto to toy manufacturers.
Being no metallurgist, one of the areas worth exploring which would far number all cell phone sales imo, would be for LQMT to explore the use of their IP in spray cans and spray bottles of every kind where the contents either jam clog the spray vents or damage the spring loaded pumps. Including replacing the feeding tube in many fuel and oil plastic fuel tanks which often resolve from the gasoline and additives used in lawn edgers. Even plastic hinge caps that often break would be a better fit for LM on bottles used for refills such as dish detergent bottles. It would be good for the consumers and environment and companies saving all $$$. The cost would pay for itself.
LQMT: Before anymore patting yourselves on the back for a great last year and a better one going forward. Make sure the current share price is more in line with the next spin to be believable.
The rosy outlook TC painted earlier this year, was just another forward worded illusion. Hopes he was not able to fulfill for 2024. Another game of Kick the Can.
Perhaps in 2026 or 2027 LQMT might succeed and if they ever do make it in 2025, all in it will be very thankful and glad that they did.
LQMT has reported four consecutive quarterly increases in revenues starting with the 4th quarter of last year. Surprisingly their share price is heading lower with each reported revenue increase.
Will this be the year revenues increase consistently? Only the 4th Q’s will tell. 3 down and 1 to go. So far it looks good. Increasing revenues are always good. Significantly increasing revenues are even better.
I try to present a balanced realistic view based on the facts not on the emotions of anyone hyping or bashing LQMT. I believe I nailed it correctly. This board has had it correct past and present from potential to expectations to hope to FOMO.
I would rather see a weekly LQMT blog update on any progress from the company, than to post another week passes post. I’m sure everyone else would agree.
All who invested thought and believed the use and need for amorphous metals was a no brainer. Then why after over two decades, no large cap company contracts? Are we the geniuses and industry the imbeciles? From medical to auto to industrial to defense…zero large cap contracts. In fact zero mid cap contracts or small cap contracts or any contracts to significantly grow the company year after year. Why do we point to growth in China and not in the USA? If it is not the material, what are the reasons?
Is it any wonder with this historical record, very few today are interested in adding to the trading volume.
When you see no significant contracts, no significant revenues year over year to raise the share price. You see no new traders or dice rollers.
To the executives of LQMT. Thank you for another record breaking illustrious year. Again, give yourselves another raise and more stock options. :)
Good luck to all in LQMT.
Wish TC & Co., luck.
Many look at their investment in this stock this past year. They listened to the executive’s spin and somehow, I believe we get the feeling, they took salaries and smell like roses and left us with the thorns, decay and smelling like sh_t. Ouch! This is definitely not the way I thought I would be starting the New Year. This is one New Year’s party hangover, that goes on an on. I’ve tried all of the cures. Let me see if this one might work. Brioschi anyone? :) Expires 12-01-203€. Hmmm 🤔.
Researchfyi
1 day ago
Part 3 of 4. Another week passes. 01/03/2025.
Every outside long term is in the red regardless of their opinions if that helps you. Always do your own due diligence.
Increasing manufacturing capacity in China only increases potential for China to increase their own share values, not ours. This theory is backed up historically and unfortunately, whatever new potential it means for LQMT, remember, potential has not increased the interest in new dice rollers. See trading volumes for proof. Thus without new significant contracts, our share price stagnates and decreases.
Not one penny of those investments abroad have increased LQMT’s ability to increase lqmt’s potential to positively affect its share price or interest from new shareholders as some opine. Meaning potential for increasing the share price is there, but no one is buying it in quantities to raise the share price one cent.
Whether China invests 10 million or 2 billion in new manufacturing capacity, LQMT’s stock still trades under a nickel as proof of that potential or nonexistent correlation.
Like all of the other positive theories…
“China’s expansion for manufacturing capacity is just another unconnected dot or dash to LQMT in la la land.” Yian & Co. are already fulfilling company contracts for whales. LQMT can’t even use a quarter of existing capacity.
Bottom line: increasing manufacturing capacity from a single source doesn’t guarantee to make it easier for LQMT to ink a contract. Increasing manufacturing suppliers with high volume capacity here would make it easier. IMO, it is the only puzzle piece missing to help LQMT succeed.
Now I can see a reason for China/LL building a manufacturing plant here. LQMT and China can earn much more for parts sold here in LQMT’s footprint if they ever do secure new contracts. And in effect the USA too, then can become an extension of China’s footprint using the same type yian agreements.A win for LL no matter which hemisphere has contracts.
But just keep in mind, no one I believe, thought at the time LQMT would keep the newly touted 2019 expanded abroad manufacturing capacity idle for 5 years either! But they have! Hats off to LQMT! Great going! Nice work! Give yourselves a raise :)
But seriously, if there is demand for that material to be manufactured here in large profitable numbers. I’m sure China, will build a manufacturing plant or an existing metals manufacturer will expand theirs.
See part 4 of 4 to continue…
Researchfyi
1 day ago
Part 2 of 4. Another week passes. 01/03/2025.
Then there are all of those theories from outside shareholders about the maze and every little morsel of a part in a product made of amorphous metals somehow was supposed to trickle down $$$ into LQMT’s bottom line, beginning four years ago. They are not bad theories. Just maybe the timing is off. Like 8 to 10 years.
The shutting down of domestic manufacturing for abroad manufacturing, meant it was for a good thing according to many. And others were posting LL knows this and LL knows that and LL is doing this and LL is doing that! I’m looking at the bottom line since LL has been around eight years now, and you really don’t know or want to hear what LL is doing! And that’s just a small sample from outside shareholders.
It’s quite obvious to me and should be obvious to everyone else. Not to give credence any longer to the spin from LQMT executives (until significant revenues from new contracts are achieved) or the views or opinions of those outsiders who theorize and are clairvoyant about what LL & LQMT is doing,
And then I read from so called serious investors, I’m bashing! Or someone else is bashing! Seriously? You want to talk about bashing? Just read the conflicts since 2016. Then read all of the purported gains abroad from amorphous metals and then look at the company’s achievements over here!! The company is bashing themselves by not growing the value of every long term shareholder regardless of when and what was paid for their shares!
Those so called views of those mocked for being negative or bashers or realists have been and are backed up by the daily trading volumes of less than 1/10th of 1% of the float, and a share price in decline by actual value and a decline in shareholders value by both the share price and inflation. And it will remain that way until LQMT achieves a significant growing revenue source.
For example:
A few years ago it might have taken 15 shares to buy a dozen eggs. Today it takes 121 shares to buy a dozen eggs. And if you subtract inflation which you cannot. It still would take 30 shares to buy a dozen eggs. And that is just based on loss of shareholder value from the executives failing to grow the company’s share price had there been no inflation..
In reality, the executives would have had to grow the revenues and share price at least 8 times just to keep up with both inflation and shareholder value from a few years ago. In other words the share price would have to equal 0.33 cents a share today, in order for a shareholder to buy a dozen eggs with the same 15 shares from years ago just to break even.
To simply put it, so that those In Kansas or in the land of Oz and La La Land will understand. Every shareholder whether they like it or not and without a vote has just had a reverse split of 1 share for every 8 shares economically handed to them! You can thank the achievements of those operating in LQMT over the years. Blame no outside shareholder for this debacle. In other words it takes 8 shares to day to equal the purchasing power of 1 share from a few years ago based on the declining share price and the increasing cost of living. So on paper, if you ever sell at 0.33 cents you may have to report a taxable gain, and in that case you do not break even. But in reality you have no gain whether you pay taxes or not.
No matter what anyone’s opinions are. No one wishes LQMT not to succeed! And they(LQMT) are working to grow revenues. It’s those mixed up spin commentaries that causes doubt. Not the wait! It’s the lack of communications that sows doubt, not confidence. And then there is the actual results contrary to the spin expectations. Even though all are warned the commentary means squat!
A while ago posters like myself were mocked and still are for looking at LQMT in retrospect. I always forgive their ignorance. They just don’t understand as they claim, “we are driving forward while looking in the rear view mirror.” They just can’t grasp it is I and others who are always driving forward, are just trying to keep up with LQMT, who were and are the one’s going backwards. I laughed my arse off every time I read a post of someone mocking someone else for reviewing LQMT’s past to better understand their future.
I often wondered, just where the hell and in which direction were they (those who mocked others for historically looking at LQMT) driving? Because the more I read of those posts, the more I realized they were distancing themselves further from the reality of LQMT’s failures by getting on that metaphorical train that left the station, in retrospect.
LQMT always gives off an impression of moving forward but their share price and trading volumes present a different picture. A picture of going backwards, screaming sell sell by market followers, not by shareholders. Shareholders feel contracts are due within another one to two years realistically. This feeling is as old as the LQMT IPO. I personally believe TC & Co. are trying. I also think there is a serious conflict of interest if amorphous metal revenues are growing in one hemisphere and not in the other hemisphere and are controlled by one entity both here and abroad.
See part 3 of 4 to continue…
Researchfyi
1 day ago
Part 1of 4. Another week passes 01/03/2025.
Another week and another year passes and LQMT’s share price is down 3.45% from 0.042 cents to 0.04055 cents for the week and down 33% for the year 2024, on extremely weak trading volumes and little interest. The same when LQMT moves up or down. And another year begins in like manner.
For now, LQMT’s share price is holding in the low pennies. Bouncing around in the 0.04’s on anemic trading volumes. No longer reaching the 0.05’s and heading closer towards the 0.03’s.
In fact as predicted LQMT briefly hit the 0.03s again, unfortunately on Thursday January 02, 2025.
The share price remains in a coma like the new contracts anticipated but never occurs for almost three years now based on the LQMT end of year reviews.
35 months and LQMT is still without a new 8K announcement for a part order contract from executives operating the company. Soon to reach 3 years in three weeks.
In retrospect:…
What happened to all of that touted about new manufacturing capacity abroad and partnership in China back in 2019?
And What happened to that golf club contract? I’m not talking about the one in Japan! I’m talking about the one TC spoke of in the USA. Heck we might have had more progress on that front if Trump thought they were great.
And What happened to that amorphology Inc. contract of March 19, 2024?
And What happened to that MIM order contract of June 2024?
And what happened to the robotics orders?
And What happened to that TC wisdom of: we don’t need a source for domestic manufacturing one year,(in 2023, when covering 2022,) because it is too expensive. To where, LQMT now needs a small manufacturing source for domestic manufacturing this year? And why small? To keep China number 1?
And what happened to that warning about the need for multiple sources for manufacturing going back to December 2020.
Read it….
https://www.liquidmetal.com/blog/market-development-dec-2020
Then do your DD and read or listen to The interim CEO’s year end commentary on the need for or against domestic manufacturing last year and the year before that.
Then read this:…
It’s part of the agreement within the agreement of 1-17-22. It would seem that the end of year conference call that occurred in 2023 is at odds with the 1-17-22 agreement regarding the need for domestic manufacturing.
“2.12
SUPPLY
For avoidance of doubt, Liquidmetal is in the process of identifying a third party company for manufacturing in the United States as a “secondary source” to mitigate its business risk as well as to support customers and/or industries that may not desire or is precluded from doing business with companies in China due to trade or legal restrictions. It is understood by both Parties to this Agreement that Liquidmetal intends to utilize Yihao as its first and primary contract manufacturer and work with Yihao in accordance with the terms of this Agreement
What happened? That’s some fricken process people. And if you keep reading the link I posted to Chip on Monday, 12-30-24, it gets worse. Potentially another IP can or will be sold in perpetuity for a one shot ($$$) deal/fee.
In essence we are fu_k_d again and no one had the courtesy to tell anyone to bend over. No threat of bankruptcy, no stress, no vote or voice by outsiders required. Just give away the house. Like prostitution imo, just sell new ip because you cannot find a domestic manufacturing source to be your number 1 source and use abroad manufacturing as number 2.
If I’m wrong please correct me with facts.
Whose idea was that? I don’t think it was BB’s! I think that was another reason BB exited stage door left. He saw the writing on the wall.
Whose idea was it to burn Bridges with Materion? Or Engel? Or to abandon expansion for LQMT’s domestic manufacturing? MATERION definitely has the capability to manufacture high volume amorphous metals if they want to invest in it.
Again, I don’t think it was BB’s!
His (BB’s) lack of knowledge in metals may have cost him his job and may have been a factor in the decision to end LQMT’s endeavor to pursue competitive domestic manufacturing. A factor, even he knew was and is the key in helping LQMT becoming successful.
Oh no, there is no conflict of interest. Seriously? I must have all of this wrong. So maybe the geniuses out there with all of their theoretical nonsense on positivity have a better explanation. Or maybe not.
To me it looks like someone pointed a metaphorical gun to LQMT’s head to get this agreement.
Sign here give me your new IP or no new manufacturing of orders. I (yian) will even pay you a one time fee.
To the geniuses who are operating LQMT. Whenever you do find an independent high volume capable source for manufacturing here in the USA. I suggest you terminate the yian agreement, negotiate a new one and do what is fiduciary responsible for your own shareholders as far as manufacturing preferences go!
Did anyone really read this 5 year agreement three years ago?🤔hmmm? Is anyone else listening?
I’m saying, get the lawyers, protect the brand, but the heck with making it easier to facilitate a contract domestically, knowing the issues as outlined by BB in December 2020 and the yian agreement of January 2022!
And What happened to all of those new start up company contracts touted about during the shareholders one way conference call at the beginning of spring 2024?
And that’s just a small sample from LQMT.
See part 2 of 4 to continue…
PatentGuy1
5 days ago
“Fact: EONTEC AND LQMT have a contractual agreement that any liquidmetal part EONTEC makes that is sold in North America, Europe or Mexico, LQMT receives revenues.”
FALSE! While it is a reasonable assumption, the agreement with Eontec establishes exclusive territories, not mandated revenue. Eontec and LQMT ((or Li, who has tremendous influence over both companies) may decide on some other compensation for selling into LQMT’s exclusive territories. While revenue may be likely, it is not a guaranteed fact. Furthermore, there is no enforcement mechanism to ensure that the exclusive territories be respected. What is the mechanism that will stop from Foxcon from contracting with Eontec for BMG parts and then shipping Apple products with said BMG parts installed?
iateclube
6 days ago
Yes the agreement expires, even looks comprehensive and dutifully wordy. However as a practical matter, is LL ever going to sue himself, or for that matter the CCP in any way? The idea is laughable. In my view this agreement and the PLA agreement have the same party controlling both sides. Brilliant, give them credit for setting the bar, when they bailed out Valencia.
Researchfyi
1 week ago
That to date is 1000% true and will be in perpetuity. The agreements only allow for a waiver at Apple’s discretion by Apple from Apple’s bought and paid for rights to use, market and sell.
The waiver if granted by Apple, will permit LQMT to a limited pursuit in marketing and selling CE for a specific product.
Even new formulas for CE by LQMT have to be shared with Apple and are owned by Apple, per the agreement.
Now everyone can argue or formulate their own opinions and interpretations of those agreements. But the simple fact is Apple did not spend $$$$ for those rights to CE from LQMT to lose out on $$$$$ in the future from the same company they bought these rights from.
No one ever need further proof then to see the endeavors being perused by LQMT, the 10K wording and not one penny extra from Apple to date.
Now that said, it is also clear that Apple does not have a patent worldwide over other companies manufacturing their own patented formulas for manufacturing amorphous metals different from LQMT’s formulas.
I can only guess based on the Apple/LQMT agreements and the silence from LQMT, That the ring company has contracted with a company abroad which has a preexisting agreement to share $$$$ received with products sold in the footprint of LQMT and it is that money which is being recorded quarterly. Other than that the material use in the ring doesn’t constitute a violation for use in a CE product or a waiver was granted.
Good luck to you.