ADO (ASX) A few km into the marathon.

Originally posted by captainblood: ↑

here is a timeline of how anteotech has progressed from dealing with smaller battery companies and working with scientists to dealing with major ev companies and major battery manufacturers and working with the white collar decision makers within these companies thru the last year and a bit.

11/7/22 AnteoX independently validated by 2 global battery companies. enax (customer of coll8) and a global battery manufacturer. both testing the performance of AnteoX

in the same ann we had a goal of hitting 500 cycles @ 80% capacity retention from our high silicon anode

30/9/22 high silicon anode advances 500 cycles @ 80%

17/11/22 from the agm presentation we stated our plans to build a pilot plant with a capacity of 8k litres of anteoX

7/12/22 Manuel presents in San Diego with the 2nd generation silicon anode achieving above 90% capacity retention at 300 cycles

22/3/23 Mou with trinseo for anodes containing silicon 0% - 35% (the silicon limit confirms the plans for other mou's to come imo)

22/3/23 Davids webinar stating there will be more Mou's to come

2/3/23 Mou Wyon

23/5/23 expansion of pilot plant to a production facility of 20k litres of anteoX with plans to expand to 80k litres

25/5/23 Manuel presented at the battery show Europe in Germany with over 100 sale leads

30/6/23 number of marquee ev companies assessing AnteoX

30/8/23 our silicon anode tech has surpassed 700 cycles

30/9/23 first anteoX revenue of $60k from ev1

14/11/23 we have 12 targeted key relationships, we are in advanced stages with 7 of them

2 battery manufactuers
2 marquee ev comapnies
specialised chemical comapny
Trinseo
Wyon

with contract proposals with ev1, battery manufacturer, trinseo and wyon

we have been told that we dealing with the suits in these companies who make the decisions, our silicon anode tech is leading the pack and we could save ev1 $300m by using our tech. greater charge capacity, cheaper and faster charging.

so within 16 months Anteotech where we started with just having AnteoX validated by scientists in 2 battery companies with only hopes of our high silicon anode tech (our high silicon tech is the company maker) to where we are today.

- from dealing with minor player wyon and slightly bigger binder supplier Trinseo to marque ev companies and battery manufacturers.( wyon and trinseo are still important as they are in advanced discussions but don't suspect they would be in the 12 targeted companies if the mou's hadn't been signed)

- from dealing with scientists to dealing with the suits

- from having plans for a 8k litre pilot plant to a max capacity 80k litres production facility

- from working with the battery industry with only anteoX, to working with them with both anteoX and our high silicon anode tech

- from working with around 20 sale leads to over 200.

it's pretty obvious the progression the company has made in the last 16 mths. several times they have had to assess business directions and pivot plans as bigger opportunities presented themselves as our CET started to open doors to us. it's actually very impressive performance by the whole Anteotech team.

and it's all well and good but the big step to take is to now get those contract proposals signed and the revenue starting to roll in. with last weeks presentation there has to be high probability of a least getting a few across the line at a minimum. be interesting to see the markets reaction to a few of those announcements ...... GLTAH, DYOR, IMO etc etc

Expand

Just had a look at the September ADO presentation just for a reminder to us all of where we are in the battery performance enhancement space.

First Slide Below - AnteoTech will target battery component manufacturers in the Anode, Cathode and binder space.

Second Slide Below - Look at where the ADO Silicon anode tech is going with 10 x more capacity by weight and 3 x by volume. My mate has a EV and it weights 3000kg with a 1000kg battery. He has already replaced his four tyres at $500/wheel only after a year of driving. My 4 x 4 tyres are $400/tyre and change every 3-4 years. His power bill has doubled as he has to charge at night when his solar is not working. Something has to change in the battery space as it just does not make sense. They have to be lighter, cheaper and longer range. Sound like something ADO have developed.

Also another observation when you compare the Sept presentation to the recent AGM preso, did anyone notice there was less details around tech and more about commercialisation and the path forward.

https://ado.irmau.com/site/pdf/c0563722-2eb7-4c0c-ad69-a8e8dd949779/Presentation-ASX-Small-and-MidCap-Conference.pdf

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A few km into the marathon., page-116

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