again just for posters who still don't understand.
anteoX isn't a battery binder, it's a cross linker additive that is added to a battery binder.
Anteox is compatible with a range of binders, SBR, PAA co-polymers, Alginate and CMC which Tinseo and BASF produce. it's water based and integrates with existing manufacturing processes.
so are we dealing with BASF ???
check out around the 13 minute mark of David's speech.
https://www.anteotech.com/newsroom/presentation-asx-small-and-mid-cap-conference-september-2023/
will a commercial deal with BASF eventuate ??? who knows. but why wouldn't a binder company be interested to increasing the performance of their binder range.
also gives us 100,000 metric tonnes as BASF increased capacity. as an additive if we partnered them and were placed in their complete range it would be a small % of that but doing any calculations that % would be very lucrative.
ps. watching that video heard the 4th of October mentioned again. interesting week ahead !!!!!
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