2024 - The year of ADO, page-570

just my weekend thoughts.


from the last quarterly and presentation. IMO really shows how close we are to commercialisation of our tech and how important management needs to be to 100% in confirming testing results and anteoX scale up.



we have been told that we have successfully had our 70% silicon anode produced by a 3rd party manufacturer. "anode is easily reproduced with performance satisfied". an achievement getting a 70% silicon anode manufactured and its been shown we have reached 650 cycles with this tech. this will have been the results along with the cost savings that have attracted the attention of the new giga factories and ev companies.





management have got us to a stage since early December where ev1 is testing a prototype silicon anode with anteoX inside with plans for a design freeze for future EV batteries.

we have some irons in the fire that if announced will give us a rerate but this announcement would transform the company.

they have been testing for 3 & 1/2 months. we have been told a decision should be made around mid year. we are all impatient for news but we have been told that testing for ev1 needs to be commercially confident so more patience is needed. it's understandable that ev1 would want to do plenty of testing before locking in a design freeze. I'm sure that they would be running multiple tests at the moment.








been 5 weeks since the commissioning of the production plant. again more patience is needed. management needs to be 100% confident that each batch are 100% identical. any inconsistency or a bad batch of anteoX delivered to a customer would be ruin any reputation ADO is building. history shows us the problems ellume had with a bad batch.







anteobind has always worked well. plenty of study results and eugeni results prove this. why hasn't it been taken up then ? management have developed a new product NXT, shown the results of up to X45 times improvement and cost reductions and now the pricing reduction. and the volume increase. will it finally be the catalyst for bringing sales into the lifescience division? it's cheaper to buy, saves you money and greatly improves performance. we have been told Tsui Min has taken over Ian's role, this will be a test for her.

so we have 3 products, anteobind , anteoX and high silicon anode.
- with all 3 the company have improved performance, cost saving and ease of use
- have many major companies working with us (never been anteotech's problem)
- have an ev company close to making a decision on including anteoX into there prototype design freeze
- launching a new lifescience product NXT
- commissioning our production facility

I want a deal to be signed as much as anyone but there is a process to follow before this will happen. IMO Anteotech is so close to this happening. a new week to come and other 12-16 cycles completed for ev1 and our 70% silicon anode. will it be this week, maybe or maybe not but it's definitely getting closer......


ps   "Another key takeaway was that potential customers are willing to pay for access to AnteoTech’s highly skilled technical team and tailored test samples, prior to engaging in a long-term supply agreement."

just a thought seeing that dealings with wyon and trinseo would have started with the old management team, could the above be a problem with them? new management are the 1st to demand payment for work done. (as well as trinseo's connection to ferro)


David Radford & opel24v  -  2024 the year of ado.......