here is my thoughts on our cycle numbers. the graph presented...

here is my thoughts on our cycle numbers.

the graph presented yesterday was for Anteotech's ultra high 70% silicon anode. (firstly would love to know what Manuel said about the red dot line above the solid red line)



first you have to realise that there are two different platforms that Anteo are offering.



our 70% ultra silicon anode tech is in an earlier stage of development, with revenues targeted for 2025 thru joint developments and partnerships. what is more advanced is using anteoX to accelerate customers silicon anode targets. this is what we are doing with ev1.



for our silicon anode enhancement with anteoX
- Product development completed (how many cycles have we reached to claim this ?)
-successfully trialled manufacturing run
-anteox tailored anode sold to major ev company
-chance to be in their next gen battery

we were told last year that cycle numbers were confidential in confidence. how close to 1000 cycles for a lower level of silicon (we have mentioned >20% in a few presentations) would we need to have reached before we progressed to working on a 70% silicon anode and how many would we have to have reached before ev1 did this production run with a chance to progress to design freeze?

so if we have reached >650 cycles for a 70% silicon anode, it's not too much of a jump to conclude that we could have reached a higher cycle figure with a 20%, 30%, 40% silicon anode or whatever ev1 asked us to help them with. as I have said before we were told that all results from ev1 were commercially confident.

ps. as brick just said, how many of these did Manuel have a chat with during the 3 days. that was the purpose of attending