why ADO is a multi multi bagger, page-1678

always find it interesting about the talk of when the quarterly is released. on the 27/7/23 revenue $16k, 19/4/23 revenue $62k.  if leaving bad news in the announcement to the last minute is what management tries to do, where is the evidence?

we had an CET operational update 5 days before the June cut off so don't expect much more. more of an update on life science and operational progression. and hopefully more revenue than above. don't expect a huge increase than the $160k last quarter, seeing any paid work from the new partners wouldn't have been received yet (if we actually are doing that now ?)

it's not the quarterly that is so important, its what happens in the next few months that will be pivotal, seeing what management has announced to the market. we don't need a 100% strike rate, just one of the majors signing a commercial deal or a couple of smaller ones

1/ ev1. been a month since the operational update. if design freeze timeline of end of year is still in place, the prototype discussions must be close

2/ ev2. a month since this "The outline of the development services required by EV2 to assist them to incorporate AnteoTech’s proprietary silicon anode technology has been discussed and a costed proposal will be provided shortly, to be followed by negotiations on a joint development agreement."

3/ battery separator "a Materials Transfer Agreement (MTA) and the initial research to be conducted by this partner. A short validation process by the Materials Supplier is targeted for completion by September, and, upon successful outcome it is expected that a commercial agreement will be executed for this new targeted usage of Anteo XTM."

4/ with the aus>>>biz interview on 27/3/24 David stated we had an MTA with a consumer electronics company. "AnteoTech has previously advised of validations being undertaken in the consumer electronic battery segment of the market. This market segment is attractive as the barriers to adoption of new technologies are lower than the EV market. As advised, validation work is underway with several leading global battery manufacturers with this process expected to be completed within 6 months of commencement."

5/ add to no4  "A second project is with another leading manufacturer of batteries for other consumer products. Similar to the first project, AnteoTech plans to fast track development of the anode with a target to have production of their next generation batteries within 12 months. This manufacturer engaged with AnteoTech after the technical data presentation at the Advanced Automobile Battery Convention (AABC) in San Diego in December 2023."

6/ "AnteoTech is in discussions with a leading CNT manufacturer to commence a validation project in the second half of 2024."

7/  SIOI "The incorporation of AnteoBind into a vaccine manufacturing process, if approved by international regulatory bodies, would ensure AnteoBind would be used for the life of the vaccine which is typically more than 20-years, providing a long-term annuity-style revenue stream for AnteoTech. The discussions for an initial commercial contract are well advanced."

8/ from the 18minute interview this month. we will hear about advancements with the Indian POC companies and aus govt biosecurity POC at the start of the quarter

9/ ev 3-7  "Further approaches were received from other major European EV manufacturers, referred to as EV6 & EV7. AnteoTech is now engaged at different levels with the majority of European EV manufacturers, as they make the transition to the new technology Lithium-ion batteries."

10/ "Further opportunities have arisen as a result of the Company presentation at AABC and include batteries for vertical take-off equipment, starter batteries for EVs and a range of e-mobility products."

11/ "A further project is commencing with a leading Giga Factory that produces large volumes of EV batteries. The Factory has approached AnteoTech to assist in their transition to a higher silicon anode. The scoping and deliverables for this project are currently being finalised and it is expected that this will run in parallel with the EV projects." (ev 1&2)


we have been told that there is so much happening. if nothing solid with commercial deals doesn't happen in the next few months, even I will except that either management or the tech isn't as good as I think they are.

BUT, if deals are signed and we expand our prod facility to 100k lt, set up anode production (small scale), set up on international European office, reach 800/1000 cycles for our high silicon anode,  what a exciting period, the next few months will be. GLTAH.....