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2024 - The year of ADO, page-93

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markess01

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12/01/24

20:33

Post #: 71857626
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Originally posted by captainblood: ↑

this is just IMO...

we know that were are only dealing with European companies at the moment. I also believe the graphic below wasn't filled with random companies

View attachment 5883937

specialty battery material producers

we have a contract proposal with Trinseo
in the sept asx presentation we were told we are in talks with trinseo, basf and ashland for outsourced manufacturing of anteoX
daikin and fuji are outside europe

battery cell and pack suppliers

we also have a contract proposal in front of wyon
saft I'll talk about later

samsung, molicel, lg, durapower and catl are all mainly outside of Europe. some have branches in Europe though.

ev and hybrid ev

gm and Tesla and Toyota not headquartered in europe (some also have branches in Europe )

leaving BMW, Mercedes and Porsche. we have heard about 2 of them

and the interesting one left is ACC

in the last couple of presentations David had mentioned ev companies, battery manufacturers and specialist material producers. but at the agm he said we are talking tonight to a gigafactory. why make this distinction ? maybe the answer could be how ACC describe their factories

View attachment 5884051

in their website they show how batteries are made under" our batteries". it's easy to see where anteoX could be added to produce a small run of our high silicon content anodes.

https://www.acc-emotion.com/batteries

we could have got our introduction thru Oliver gross who is the senior fellow of batteries at stellantis.

View attachment 5884063

and if they are the giga factory we are working with it gives us a connection to saft as well from above graphic.

and if by chance ev1 is mercedes what company would be better to develop any new anode tech they are testing than the company they are in partnership with to develop new battery technology !!!!

all just guess work, we'll see though. ACC would be another great company to be working with. GLTAH

Expand

ACC - 2 million batteries annually by 2030.

One gigafactory up and running and two more being built…

The potential for revenue with ACC is staggering.

ADO Price at posting: 3.8¢ Sentiment: Buy Disclosure: Held
7 Upvote

0 Great analysis

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2024 - The year of ADO, page-93

Venture to sniff out high-grade REE targets at Jupiter project, WA

Week 31 Wrap: JORC rules to get tougher; RBA rate hike chance 50/50; US Fed Sept cut still the quo

Collaboration in a green (steel) future the focus for Magnum and Saudi partners

Westgold sets its sights on top five producer status through merger with Karora

Uranium prices on the NYMEX are stable, but ASX uranium stocks are sinking on Friday. The answer lies in Kazakhstan

Vmoto sales plummet -50% YoY as weak demand in Europe & China stifles EV scooter sales growth

Commodity house Trafigura funds Develop Global's copper-zinc Woodlawn play with offtake deal in place

Cost blow-out for Rook I uranium project sees share plummet for NexGen

GreenX picks up prospective copper project in Germany

Is oil undervalued?

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2024 - The year of ADO, page-93

Top Stories

Venture to sniff out high-grade REE targets at Jupiter project, WA

Week 31 Wrap: JORC rules to get tougher; RBA rate hike chance 50/50; US Fed Sept cut still the quo

Collaboration in a green (steel) future the focus for Magnum and Saudi partners

Westgold sets its sights on top five producer status through merger with Karora

Uranium prices on the NYMEX are stable, but ASX uranium stocks are sinking on Friday. The answer lies in Kazakhstan

Vmoto sales plummet -50% YoY as weak demand in Europe & China stifles EV scooter sales growth

Commodity house Trafigura funds Develop Global's copper-zinc Woodlawn play with offtake deal in place

Cost blow-out for Rook I uranium project sees share plummet for NexGen

GreenX picks up prospective copper project in Germany

Is oil undervalued?

Featured News

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