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2024 - The year of ADO, page-87

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ncarr

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12/01/24

14:54

Post #: 71852436
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Originally posted by captainblood: ↑

ado gunners does fit the bill to now.

I think there is a reason for it with our CET though.

from the may 23rd presentation

View attachment 5879086

so 8 mths ago, we had targets

- build awareness of anteox capabilities
- focus on binder suppliers who supply battery manufacturers and OEM's

not the companies we seem to working with with at the moment, so what happened?

July 4c

highlights

View attachment 5879110

The Clean Energy Technology (CET) team attended The Battery Show in Stuttgart, Germany in early June, which provided a first opportunity to showcase the proprietary Anteo X and silicon anode technologies and their applicability to the global movement to higher silicon anodes. There were over 100 meaningful sales leads generated, of which more than 20 have been assessed as priority targets.

so the company has seemed to have pivoted from working with binder suppliers as a means to reach ev and battery manufacturers. we have cut out the middle man and have moved to directly working with the ev and battery manufacturers.

within 7 months we have developed a relationship with ev1 (mercedes or BMW) where they are testing our high silicon content anode. ( do you think we are using trinseo's or basf or Ashlands binders in that design. I don't think we are)

from the agm we are still working with trinseo and wyon, but have added ev1, ev2, 2 battery manufacturers and a specialist chemical company.

if you were Anteo's management where would all your efforts be going towards, ev and batteries companies or smaller companies like wyon and trinseo ?

IMO this is the reason we haven't signed a deal as yet. pretty exciting if we do. who would have thought we would be dealing with mercedes and BMW back in may/June.....no arguments about ado gunnas with our life science division where milestones have continuously been missed.

having said all the above, management really need to achieve some target in the next couple of months. thats going to tell a story of where ADO is as a company !!!! GLTAH

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Any idea which ‘major gigafactory’ David would have been referring to (in his agm presentstion) who’s primary concern was how rapidly we could scale our production?

ADO Price at posting: 3.9¢ Sentiment: Buy Disclosure: Held
3 Upvote

0 Great analysis

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