2024 - The year of ADO, page-37

David's answers to the competitive analysis question:

"...with the conversations we had in Europe, it's been reaffirmed to us that where we are at in the clean energy space is quite unique. So right now, these Giga Factories and EV companies are not aware of anything else they want to evaluate"

"and as recently as Friday, Friday evening, we were having a conversation with the EV company, and they've been asked to access the other opportunities in anode development, and his comment was it's a very short project for me because there is nothing that comes close to where you are at"

One thing that has been a concern for all holders is will anyone beat us to the finish line. To hear the above gave me goosebumps. These major companies are being approached by every man and his dog. To hear this from them is quite remarkable. The whole industry has a desire to move to silicon anodes and until Anteo came along, they didn't know how (taken from AGM). Many big claims have been made by competing companies but it sounds like it's all been "froth and bubble" (David's words)