Ann: Industry Presentation & New Technical Data, page-85

arguably, ADO is on the brink of commercialising it's tech.

thats the spec investors dream scenario. being invested when the tech looks trivial but it's just before the huge rerate.

don't listen to me Warwick Gregor sums up anteotech potential worth. ( check out who Warwick used to be partnered with)

http://www.fareastcapital.com.au/about-us/

What could it be worth?

Anode developers are understandably cautious about making predictions on the potential profitability of their innovations, but that is exactly what investors need guidance on. I have worked out a few numbers that might assist.

Each EV could use 1-1.5 litres of AnteoX, at a price of, say $300/litre (which is a much lower cost than the competing product, by about 60%). If you take a typical German automobile manufacturer, making six million cars p.a. with half of them being EVs, that is a potential sale of > $900m p.a.. If the AnteoTech product costs $200/litre to make, it leaves the potential for an operating margin of $600m p.a.


http://www.fareastcapital.com.au/imagesDB/newsletter/WeeklyComm9Dec2023.pdf

I wonder what reaction Anteotech has received from its AABC presentation. any more majors sniffing around could put pressure on ev1 or ev2 to sign an agreement a bit quicker. plenty of other possibilities with lifescience and Trinseo and battery manufacturer and gov't grants (after the ny).

2024 the year of ADO......