Liquidmetal Technologies Inc (QB) (LQMT) Share Price

For those that missed it, Apple season passed us by again, for the 14th time. This time without even the traditional (mindless) pump. MIght be a clue there, for the 'serious' investor.

Happy New Year to all.

May the love of GOD help all find a way to peace this year.

It is obvious the human race cannot do it alone.

“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?

Exactly, down but not out. Still in control.

Always was my opinion why he stepped down.

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.

You know the drill. They wait to see the demand and the kinks that ensue from any new product. Then they compete. No more the innovator.

Regarding:…

https://www.sec.gov/Archives/edgar/data/1141240/000143774922001228/ex_325604.htm

The agreement is not in perpetuity. It expires in 24 months two weeks. Or sooner.

IF Apple has a foldable IPad in their future, the path goes through LQMT/Eontec/Yi’an. If they are unable to get a foldable display that meet their requirements, the project will be shelved…case closed…..looks pretty binary.

IF Apple has a foldable IPad in their future, the path goes through LQMT/Eontec/Yi’an. If they are unable to get a foldable display that meet their requirements, the project will be shelved…case closed…..looks pretty binary.

In la la land or in the land of Oz those facts exist. In Kansas, not so much. Your focus is so high up it’s in the clouds where the air is thin and reality gets clouded, where anything and any theories become possibilities. Come back down to earth for oxygen and a clearer picture of reality so that you can see what’s probably ahead next year.

Or you can dwell on all of those endless meaningless possibilities that have kept new investors far far away. It just blows my mind how all of those dice rollers don’t see the same potential that you see.

They’re great facts as you lay them out. Unfortunately the world of dice rollers are just not buying them.

I don’t even care if we get profit from Apple. The day that Liquidmetal is confirmed to be in an Apple product is the day we go to $1+

Fact: There is nothing spelled out in the MTA that prohibits Apple from contracting the manufacturing of a CE Liquidmetal part through LQMT USA or EONTEC.

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.

Conclusion: There is a path to revenue for LQMT through APPLE by manufacturing CE parts when Apple contracts the job through LQMT OR EONTEC.

As I said, negators will be negators

Not amazing as you have no facts as usual.

Read on…

From LQMT …

https://www.liquidmetal.com/blog/liquidmetal-receives-mim-order-from-the-medical-device-industry

June 17, 2024. Not one peep. Silence. It’s been mentioned in many of my weekly passes posts.

Tic tic tic tic tic or is it tick tick tick tick tick tick?
Either way, yes there was an order bantered about by LQMT and not one mentioned in any 10Q.

I would need to reread and probably still wouldn’t understand it. I would think our manufacturing partners would need to honor the territories that were agreed upon. That’s what I hope anyway.

Wouldnt The MTA need to be amended, along with eontec licensing deal in order for apples big payday to happen?! What ever happened to that GM licensing deal?

I agree. If I were Apple, I wouldn’t want LQMT producing smart rings for anyone if it’s not in Apple’s best interest. Obviously Apple is considering a ring from the patents and would never allow it unless it was part of their plan.

Amazing how the negative don't want to acknowledge paths to revenue from Apple using liquidmetal in an apple product. Statements like "1000 percent correct true" are either in denial or ignorant of the facts.

Apple could decide to give a manufacturing contract to LQMT and LQMT could source this out to its partners in china for production, thus having a path for revenue.

Apple could also decide to go directly to the chinese partners of lqmt like Eontect that already has a partnership with Apple, and manufacture a product/part through them. Anything of Apple's using liquidmetal from a part manufacuted by Eontec that is sold in our territories would generate revenue for LQMT. This is in our contract with Eontec.

Why would Apple choose Eontec. Eontec/Yihao are the only BMG companies with the manufacture power to currently handle a mass order for Apple.

These things have been hammered out 1000 times before. But negators will be negators.

Why were we expecting a MIM order again? Was it mentioned in the annual report?

What the heck happened to the MIM order launch?

The Ring feels to be more of a trial run perhaps getting ready for a bigger product launch?! Or not... 

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.

Yes it has been covered and shown ways LQMT could get paid.

I HAVE NOT GIVEN UP ON APPLE!

Sounds like I have 9 aliases now. :)

Another week passes and LQMT’s share price is up 1.95% from 0.0412 cents to 0.042 cents on extremely weak trading volumes and little interest. The same when LQMT moves up or down.

Perhaps in 2025 or 2026 LQMT might succeed and if they ever do make it, 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.

Merry Christmas to all and a blessed New Year!

Good luck to all in LQMT.
Wish TC luck.

Sounds like you are in the mindset I was in about 2 years ago.  Unfortunately nothing appears to have changed for the better here.

Payme I have been defending this company for years. But they need to get their sh*t together and get some contracts in 2025.

I am hoping for the best. But none of us are sure what the company and Li are up to anymore.

Let’s hope revenues continue to increase, Movano hits a home run with the Evie medical ring, and TC finally lands some serious contracts that they can 8k about.

We are all getting tired of waiting with the share price in the gutter.

While everyone's watching the ring....I keep rereading the 10k description of business: "the companies revenues are derived from...realizing everything is going full tilt 🙂‍↕️

MOVE is pivoting to EvieMed. They’ll give it away free to consumers on the dime of health insurance. That’s a niche they have all to themselves.

That's great news! Thanks.

EVIE ring now works with Android…the market just got bigger!

I vote that he is WATTS....along with 6 or 7 other alias here.

Almost,

I am quite certain that the highly negative poster we saw around here last year, "Saving Grace" was WATTS!

".04 is REAL money - sell now"

Remember that?

IMHO - Tomcat

For the last few weeks, I have been pondering the motivation behind Lugee Li’s stock maneuvering with the 4 associates in the US and I may have a plausible explanation for what we have seen….

LL s fully aware of the difficulties in convincing potential customers to adopt the technology….the 2 main issues are the lack of domestic manufacturing capability (long supply lines/lack of control) and the political uncertainty associated with China/US relations. LQMT has been nibbling around the problem but seem unwilling or unable to find a suitable partner they trust with the technology and their future. The problem has been getting the necessary capital in the US.

Flash forward to Q4-2024…..LL has found 4 partners (he trusts) with deep pockets to bankroll the building of a manufacturing facility in the US. Each will have a 5% stake in the venture and be able to participate in the profits upon successful execution. The stock is the “carrot” and the promissory note is the “hook” to ensure they follow through.. Promissory notes are easy to modify (adjust dates) and can be “forgiven” .

I see two opportunities where BMGs can solve a problem in the 2025-2027 timeframe..

Musk’s Optimus Robotics venture will need very accurate gears/bushings to build “backlash free” joints. These normally get produced by CNC machining which is labor intensive and expensive….with an anticipated price point of $20-30k for a household robot in 2030, ..it’s an interesting application.

It’s Apple again….Apple is talking about a foldable screen IPad for 2026 or 2027 that is also a phone…a merger of the 2 devices. If it happens, it will require a hinge arrangement longer that what is currently available….certainly a BMG application.

Lots of speculation and assumptions but if there is a path forward, it needs to be some variation of the above

Hoping for an announcement in March.

LMAO. More likely he is Watts!

joshuaeyu on Reddit is researchfyi on this board, fyi

What was your previous alias? Your current one started in 2020 not 2010.

When it comes to odds I think LQMT is at the broken clock and blind squirrel metaphors.

False choice, and 'a bit simplistic'. Long term option well run out of time, lottery ticket a guaranteed dead end. To remind, "investing is gambling with the odds in your favor". I read that as better than 50/50. This is just gambling a day at the casino to beat the odds. I hope you win.

I have always and still do view the $$$ invested in amorphous metals a serious investment. I don’t share the same view for the management since inception to present date.

The failures of not bringing the metals to a successful conclusion solely rests with the incompetence of the lqmt executives up until 2016. After 2016 it’s obvious that the conflict of interest has impacted LQMT’s revenues. I based this on the unverified $$$ abroad, their unverified manufacturing expansion and verifiable share prices.

I can also understand why many may not consider LQMT a serious investment. No explanation is required.

My opinions are always worth less than the price of a LQMT share.

Good luck to all in LQMT.
Wish TC luck.

Lottery ticket or long term option…take your choice!

I have been around for 14 years and can’t remember you ever viewing lqmt as a serious investment.

I no longer view LQMT as any kind of serious investment, and will not until someone in China decides it needs to be a profit center. So, just playing this like the actuarial probability as one part of a larger portfolio. Out of every five holdings, I expect one to fail, two to languish, one to break even, and one to pay big....and always take my money off the table ASAP and play with house money. Like life insurance, actuaries can't tell when anyone one person will die, but can tell you when a million will. All the ramblings about the bank shot off of MOVE are rather boring, better if we had that kind of interest in the instant company we have been holding for...ever. As always, good luck to you.

It’s not tracking estrogen, it is tracking temperature and I have a $20 pulse oximeter that can do that….slicing the market to target 25% of the market ( 50% of 50% of the population) is a gimmick to simplify the marketing task.

Yes I do own some MOVE stock but I would like to know If their offering is sufficiently unique to convince people to buy their product.

We’ll considering that the Evie ring can log menstrual cycles, I have a hard time understanding your logic that the Evie ring for women is a gimmick.

Also Movano themselves are touting that the FDA approval for RF technology is driving future production orders. I am going to take them at their word since as insiders they have a better understanding of what’s in the works with production.

Oura’s first generation ring was launched in 2015 so they are soon to be 10 years old. given that kind of head start, much will depend upon product differentiation afforded by the RF technology….if RF is only another way to accomplish the same measurements with the same accuracy, the customers have no reason to buy.

The women’s health thing is a gimmick, no subscription fee is a gimmick as is the slightly lower price..a problem. Together they aren’t enough to swing the buy decision.

The B2B thing is an end run that will push Oura out of its comfort zone….problem is that establishing a B2B presence is time consuming and resource intensive. Not a sure thing!

Ok…a bit simplistic…there are lots of ways to fail. If the target ring sales is 50.000 units in Q4 and you only hit 48,000, you have technically failed but sold 10x the total of all previous sales….a disappointment but don’t jump off the building.

You need a numerical definition for success/failure…..I haven’t seen any evidence of shortcomings from the LQMT contribution but I have seen weaknesses from the electronics/marketing at Movano. New company/first product in a challenging marketplace. They are nimble and the switch to a B2B emphasis may be better than direct to consumer.

FYI is throwing around numbers like 2.5 million units and $30 million profit…..I hope for numbers 1/10 of that for year 3

If they can match Oura’s sales of 2,500,000 rings sold next year. LQMT would definitely be in the green.

The space is there for them to do it. But reaching the people through marketing and not having to iron out any more kinks is the key. Otherwise they will be giving themselves bad publicity without the competition having to make comparisons.

The potential for LQMT to take in $30 million is not unreasonable. The ball however is in the ring company’s court. They have FDA approval. Something many of us thought they would not get this year. They have stated that they were in proactive negotiations anticipating FDA approval. They also state for B2B to be a success will require more trials before they bight.

I get a strange conclusion their 2nd launch did not go through the roof. Would be nice if they released some tangible data instead of spin. But even if they sold only 50% of their order, LQMT gets paid for 100% of the order.

Another week passes and LQMT’s share price is down 4.18% from 0.043 cents to 0.0412 cents on extremely weak trading volumes and little interest. The same when LQMT moves up or down.

The share price remains in a coma like the new contracts anticipated for almost three years now, due to management’s failure to increase shareholder’s value in the company financially.

35 months and LQMT is without a new 8K announcement for a part contract.

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 towards the 0.03’s.

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.

Every outside long term is in the red regardless of their opinions if that helps you. Always do your own due diligence.

Still no follow up on the medical MIM order LQMT posts on their blog.

Only, Undisclosed terms outside of an 8K announcement to receiving insignificant revenues quarterly, and keeping shareholders in the dark. The ring company revenues are the latest examples. The income from the ring company is definitely a step in the right direction. But relying on one company to carry the weight adds more risk to a new dice roller. It doesn’t add more risk to an existing dice roller.

Transfer of nearly 200 million restricted shares of stock to what apparently looks like shell companies now will become unrestricted are another example of keeping outsiders in the dark from the COB.

Another BS theory is the impact of the coronavirus of 2020 on the consortium of amorphous metal and yian related companies abroad and on LQMT’s growth. It had zero negative affects on the share price long term. Anyone with an ounce of marbles upstairs could have done just a little DD to know that. Hint Hint…the consortium of amorphous metal stocks abroad tanked in 2018. Some continued to climb in 2020, others drifted lower but never reached their 2018 lows. Some in fact bottomed out this year and rose again. The impact on LQMT, delays in shipping.

To sum up the essence of the above paragraph. Manufacturing capacity from abroad is not one of LQMT’s problems and never was! FAILURE TO NEGOTIATE NEW CONTRACTS WERE AND STILL ARE!!!

Now regarding manufacturing capacity in China. The only problem with that, is the exact same problem, which was brought up by Bruce Bromage before he was pointed towards the exit door by LL. LQMT is a single source contract company and there is no back up sources to handle high volume part orders and that was pointed out back in 2020. Not only that. But add to it that there does appear to be global trade conflicts and certain companies are restricted from doing business in China.

“China had/has no problems in fulfilling zero new contracts from LQMT.”

In its history LQMT, already had two whales and had to let them go due to management’s failures to successfully operate the company. One of those whales gave LQMT just enough butter to spread on their stale toast for breakfast and took away most of the potential for having any lunch and dinner. The next deal LQMT made, took away their breakfast and left them with just snacks.

IMO, it is time for new leadership in the company. Eight years of LL and endless years of TC have 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 have increased their valuations.

Increasing manufacturing capacity in China only increases potential for China to increase their own share values, not ours. This fact is backed up historically.

The only plausible refutation to the above paragraph, would be the payments from the ring company. But no one from LQMT is talking. And no one from originating theories has posted anything found abroad on ring manufacturing from Movano anywhere in China or Timbuktu.

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.

Whether China invests 10 million or 2 billion in new manufacturing capacity, LQMT’s stock still trades under a nickel as proof of that nonexistent potential or 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.”

Now I can see China building a plant here which would be in conflict of existing language. Also, the agreements between the two companies, Eontec and LQMT are not in perpetuity. At best LQMT would only receive imo, $6 million on a $100 million dollar contract. But if the agreement holds regarding the use of LQMT’s IP, whatever is not expired, perhaps LQMT can earn much more for parts sold in its footprint. My opinion on this is just as far fetched as the dots and dashes maze.

Potentially on the positive side, like the positive theories, LQMT can break a dime within this quarter as well if TC’s work for new deals comes to fruition.

The rosy outlook TC painted earlier this year, seems to be just another forward worded illusion. This is backed up by the current share price. This fact is not an illusion or an opinion.

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.

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.

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.

So, before this post concludes, it is in my opinion, that LL is much more at fault for LQMT’s failures than the CEO he appointed. His companies abroad are anticipating robust growth, while LQMT keeps spinning their wheels and ours too.

8 years of LL and still on life support. Not one thing accomplished that was done or talked about to sustain increases in the share price year over year.

Not one partnership not one contract in any of their 10K endeavors and not any end of year spins anyone can point to. As a matter of fact the share price long term has drifted lower. The cash from China to acquire the LQMT technology and rights to the ip, also has drifted lower. While the revenues reported from the amorphous metal companies using LQMT technology abroad drift significantly higher once again and poised to climb back up to their all time highs. Forever controlling where the larger contracts are inked. All outside of LQMT’s footprint.

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. Zero real significant growth in revenues and shareholder value! Why in China and not in the USA?

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.

Good luck to all in LQMT.
Wish TC luck.
About 4 trading days left to this quarter, to this year for LQMT to prove me wrong about my conclusions about TC and his 2024 spin outlook. Looks like TC was just playing another game of Kick the Can back in last Spring. It would have been nicer if he ended the year with a Merry Christmas contract announcement. Instead we enter the new year with the wood snake symbol in China.

Logarithmic progression. If MOVE and LQMT each have lets say 50% chance of succeeding, that is only a 25% percentage of suceeding together. Put in whatever percentages and do the math. And then add in the competition and divide by that. In other words, the odds suck. That is where our money is.