Boilingman
11 hours ago
I like this scenario from Eicheljaeger posted in the other sensible chatroom.....
He says:
Here's my thinking on a potential acquisition scenario:
Li sold at .16 to one or more investors sitting behind 4 shell companies. This is both almost 400% higher than the current price, and only about his break even.
Li reduced his share count by 179 million to 225 million
He is likely not getting the money for his shares for 3 years, therefore allowing the new investors to profit prior to paying him for the shares.
Why would he do this? Giving 3 years doesn't make sense for other investments or cash flow. I don't see immediate cash being the reason.
Throwing in the towel? Tony Chung's actions seem to contradict this.
The four investors, with their Board connections to Li, could signal a coordinated restructuring ahead of a formal offer. It is possible that Li has had discussions with a potential acquirer who wasn't comfortable with him owning close to 50% of the total shares. It gives him too much leverage and could complicate the process.
So Li sells 179 million shares. By doing this he reduces his ownership to 25ish%, increases the public float, sets a floor at .16, and generates cash. He registers all of his shares to make them tradable.
The four investors could be related to the acquirer. They are willing to pay .16, because they know they'll profit either when the deal gets done, or for the same reason the acquirer wants to buy LQMT. They could also be institutional investors who realize we are a target for acquisition and want to profit.
Tony knows in advance that Li plans on selling in 2025 and why, and buys a million shares on the open market.
The acquiring entity proceeds with a formal offer now that Li has reduced his percentage to 25ish%. The acquisition price is likely higher than .16. Li gets a higher return on his 225 million shares, the 4 investors make a profit, and Tony makes money on his purchase.
All of this requires real revenue in waiting. Otherwise, we aren't much of a buyout target.
Just conjecture at this point. I'm trying to think of a scenario where all of this makes sense.
Researchfyi
3 days ago
Another week passes and LQMT’s share price is down 10.32% from 0.04795 cents to 0.043 cents on extremely weak trading volumes and little interest. The same when LQMT moves up or down.
On Thursday and Friday of this week the company filed an amended 10k and S1 form governing compliance by the SEC.
Since the company has a history of not communicating with its outside shareholders in a transparent way as many other companies do, regarding as to what they are doing other than what is required by law. There are many opinions up and down as to why the forms were amended and what exactly, might they mean going forward. In lieu of this who is to say if any opinion on these forms are right or wrong? For all opinions in this matter carry the same weight of ignorance in trying to understand what and exactly why the forms were filled.
Not knowing all of the sec rules (and why should we?) it takes time to review the documents to sort out what they mean going forward. Perhaps next week we will know more.
One thing all should be certain of. I don’t think the purpose of rolling the dice here was to know more about business law, then to know more about 8K contracts to earn everyone still alive a happy outcome.
Of another certainty. When looking at this dice roll, no matter what we think. It’s still stuck deep down in an abyss with leadership, that has failed to bring the hard earned money of any long term outsider to a successful conclusion since inception.
The share price languishes in a coma like the new contracts anticipated for almost three years now. Whether it hits the 0.02’s, 0.03’s, 0.04’s or 0.05’s it is still a good entry point for this dice roll, if you like high risk, huge losses and no reward historically. With an occasional wash rinse and repeat cycle and executives as well as ex executives paid off of your dime. In this case your nickel. This stock could be for you.
If anyone is interested in LQMT, you can join any board and ask anyone what they think and if they are in the green, black or red. I think every long term is in the red if that helps you. Always do your own due diligence.
Almost 3 years now, and LQMT is without an 8K announcement for a part contract. One of the longest stretches without a wash rinse and repeat cycle based on 8K’s of insignificant values.
Hmmm 🤔 maybe that’s the reason the SP is under a dollar, fifty cents, a quarter a dime, a nickel almost 100% of the time? Then again, what the heck would I know? After all this crap has been going on for two decades and LQMT still has failed to raise the value for any outsiders still invested, except for those periods of times when the SP goes through those wash rinse spin and repeat cycles.
You would think by now that all would have a clue that the share price by now is not where it’s at by any manipulation, but by the facts of it’s (performance) numbers achieved by executives operating the company. Hmmm 🤔 , what a novel idea. And if you are having trouble with that idea, then perhaps you might want to read the warnings of why the company may not succeed and the difficulties involved in selling amorphous metal materials as a replacement for existing materials in there sec filed statements every year. That plus the actual trading interest in the stock should dispel any manipulation theory.
You would have to know by now the share price sits under a nickel not due to any imaginary manipulation, but due to failed growth in both potential, contracts and interest.
You would also have to know, all hold on because there is a feeling not based on any provable opinion, that LQMT can rocket up on a high volume part order coupled with rumors and hype.
Could be why all pro or con outside shareholders are looking for an exit strategy with less losses or some breakfast money.
LQMT has reported four consecutive quarterly increases in revenues starting with the 4th quarter of last year Much or all of the new revenues comes from undisclosed agreement terms with the ring company. These new revenues are insufficient to attract the attention of new investors to add liquidity daily. FDA approval might change that, if new investors see the connection between the ring’s possible success and LQMT’s undisclosed terms.
Back to LQMT. Missing from the 10Q3. Was there any mention of the MIM order TC touted earlier this year? Has anyone else mentioned it? Just one.
Was there really a MIM order in the first place? I saw no big amount in the accounts receivable section of the 10Q. I’m now beginning to doubt there ever was one. The way LQMT communicates one can conclude it was cancelled or never existed in the manner portrayed. So that means there was an order received, but we don’t know what the hell happened to it. Not even a discussion commentary follow up in the latest 10Q.
So to be fair I’ll ask humbly; HEY TC, WHATEVER HAPPENED TO THE MIM ORDER YOU TOUTED ON THE BLOG? Like I expected…No answer. 5 months and counting.
There was a trade show announcement on the blog.
https://www.liquidmetal.com/blog/medevice-silicon-valley-2024
IMO, it is time for new leadership in the company. Eight years of LL and endless years of TC has factually decreased shareholder value.
Is it their fault? Well before anyone criticizes people for thinking so, let’s look at a fact.
The argument that the material is new and it takes time blah blah blah blah seems plausible. LQMT clearly makes that case.
But, if the same material is purported to be making $$$$ in China with 3 or 4 various whale companies, then that argument is no longer plausible and opens many doors for why LQMT is failing to increase $$$$ the bottom line significantly. Heck, even a few recently have noticed some stocks abroad selling amorphous metals with rites to LQMT’s ip, doubling. And add to this that one of the founders who originated the LQMT/Eontec agreement became the largest shareholder, CEO and now COB and still owns about 8% of eontec’s interests.
So yes, it is their fault! It’s an argument supported by competition in every facet of industry.
One business chain of outlets succeeds in selling the same products on their shelves, or off assembly lines, while others file for bankruptcy. Why? Leadership!
Examples of failures:
Sears, Kmart, Rite-Aid, Bed Bath and Beyond, Lehman Brothers, Chrysler, Texaco, Radio Shack, Toys-R-Us Remington, A&P, and sadly on and on.
And be careful again not to buy into the spin/BS if you hear of a new partnership announcement with a domestic manufacturer. It means crap just like the partnership with yian in China. After all where the hell did the share price go after that PR and blog touting debacle?
And if someone tells you look somebody paid 0.16 cents a share for LQMT and that means it’s worth more than a nickel, grab an oxygen tank. You may need it after laughing so hard.
It’s the same thinking of continued stupidity when someone says look LL is the largest shareholder and then they say that’s the reason it was and is going up. Its BS. Eight years of BS.
It’s also the same reason why LQMT is not successful as well and the share price went down.
A more plausible (theory) thought might be that the new off market transactions for selling the shares and getting paid over a three year period will allow for a business opportunity to develop by some people not beholden to restrictions from a government abroad. Whereas the current holder of all of those shares was and is restricted by the ccp or government. Pick whatever answer fits the ego.
Thus this theory if it works out is beneficial to all regardless of whatever anyone’s opinions are. It’s more plausible. Not a guarantee for success but an opportunity to explore unrestricted opportunities for success, where again all benefit from.
Note: At the end of 2023 China has banned all export of rare earth minerals to control, to stay dominant. However, the USA has been increasing production for the past 7 years. With the new political administration taking office it bodes well for the possibility of LQMT becoming competitive. Albeit we may or may not see that in our lifetime.
Knowing the policies and beliefs from past experience, I believe President Donald Trump will want to accelerate production for rare earth minerals. Like both his successes and failures, he is a very competitive businessman and leader. He likes to win. He likes to succeed. Now all we need are leaders or shareholders with deep pockets to think in the same way for LQMT.
Anyone who still doesn’t understand how business is run in China or conducted are either ignorant, stupid, a member of the ccp, a supporter of the ccp out of ignorance and or stupidity or they just have their head stuck up their arse. Or perhaps are just being an argumentative clown.
Looking again at the other theories and one might say this…
LQMT is way overdue in getting a whale contract! It makes the argument for scam more plausible! So too, do the theories and the maze depicted on this board, they never ever pan out! In order to side with those theories and lines and dots and dashes, you have to believe in the broken clock being correct twice a day or the blind squirrel catching a nut once in awhile metaphors as well.
To me that is not a good strategy for investing or dice rolling.
Excluding all of the theories, and based on the performance of and not on unproven manipulation, LQMT, unfortunately can still go into the 0.03’s again. A prolonged delay of FDA approval and a poor relaunch or no other new income agreements will guarantee the 0.03’s again. Add to this a reversal of growth from LQMT in the fourth quarter plus cash burn imo, and LQMT could reach the 0.02’s.
On the positive side LQMT can break a dime within this quarter as well if TC’s integrity for new deals comes to fruition. But as time goes on for this year it is looking less and less likely to happen.
Thus the outlook for setting up another possible wash rinse and repeats cycle, rather than establishing a new long term trend is more likely. Again I say this in lieu of LQMT’s consistent historical factual record of not improving on the fundamentals of the company and not on any negative opinion, not on any bias.
For those still not understanding the above opinions or facts, it’s simple. You look at your investments in LQMT and then you look at your wallet! At that point it doesn’t matter what anyone including myself thinks.
For now, LQMT’s share price is holding in the low pennies. Bouncing around in the 0.04’s on anemic trading volumes and barely hitting the low 0.05’s.
Perhaps in 2025 or 2026 LQMT might succeed and if they ever do make it in 2024, all in it will be very thankful and glad that they did.
I try to present a balanced 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.
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.
As of now, believe it or not, LQMT is into the fourth quarter. It sure looked much better in March. It’s up to TC to keep his integrity intact or lose all respect imo. Putting it more bluntly there are about 30 more trading days to go before the 4th quarter is over! Or dare I say 30 more working days! From company communications and blog updates, I can’t tell if they are working or on a vacation or a leave of absence or having dinner on our dime at a trade show.
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.
Do some research on this gent, Bill Liu AKA Lou Zihong. If you need a link, you haven’t been reading the filed forms carefully. I’m shocked the great finds people around the www haven’t pumped out the dots and dashes on this individual. His company I understand recently this year filed for bankruptcy.
It seems no one else checked out Lou Zihong.
Need a link?
In closing. Back in the spring this was stated: “ CEO, Tony Chung, painted a rosy picture for LQMT this year during his CC, for all in LQMT. Especially for outside shareholders, I hope his picture this time, is worth more than just a thousand words to make our shares worth more than just three, four, or five cents. So far his artwork is not worth much more than last year and it’s beginning to decline in value again.
Why am I not surprised?”
Now setting aside all arguments and opinions. How many would sell their shares at 0.16 cents a share?
Good luck to all in LQMT.
Wish TC luck.
DM seems to be the only one left looking out for the outside shareholders. Hope he had more success and posts a blog update on how it went.
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