interested in the ev talk, because I haven't noticed anything about ev2 dropping off. definitely a possibility that wyon and trinseo have, for many possible reasons. what has management told us ?
29/1/24
"This includes
two major electric vehicle manufacturers, a bespoke battery manufacturer and a giga battery manufacturer, a global specialised chemical company, along with existing partners, Trinseo and Wyon."
"The conference also provided an opportunity to engage with a number of new potential customers, with delegates representing a variety of specialised battery companies
including both the giga factories and major international EV companies."28/2/24
"As part of this strategy, AnteoTech refined the sales funnel of commercial partners and customers, to a prioritised group of high value targets across the battery value chain,
including electric vehicle manufacturers, specialist chemical and battery groups, who represent a potential significant portion of the market."
"The high-level engagement with these targets included face-to-face meetings in Europe and the United States, the presentation of performance data, technology trials and validation,
and submission of commercial proposals."28/2/24
View attachment 6052928ev companies, plural
View attachment 60529379/3/24
then apart from announcements we had the new far east newsletter from Warwick.
"We recently had an update briefing with the CEO."
"ADO is working with two German car manufactures that they refer to as EV1 and EV2, but it doesn’t require much imagination to guess that these are probably Audi and BMW, though Mercedes could also be one of them."
since the Dec presentation in the US, IMO we are probably dealing with more than 2 ev companies. because of that we aren't calling them ev1 ev2, but lumping them into a huge potential revenue stream, bag of ev companies.
and giga factories and specialist chemical and battery groups.
commissioning of the production facility must be getting close. every day is another 6 - 8 cycles advancement for ev1 and our 70% silicon anode testing........
all IMO, DYOR, GLTAH etc etc
(20min delay)