Australia's largest stock trading and investment forum Australia's #1 stock forum

ADO

11.5%

2.9¢ anteotech ltd

Recently Tesla have offered to Model S owners (who have free...

First 179 Last

Share
Profile

Follow
filby

2,076 Posts.

152

26/11/23

23:16

Post #: 71115835
Share

Originally posted by FlippinPhil: ↑

“Any ideas on what 20,000 litres of AnteoX is likely to sell for?”

No idea Nashezz, but what we do know is 20,000 litres is enough for approx 7,000 Tesla model Y, so roughly 3 litres per vehicle.
Previous memories had me calculate anteobind at around $70,000 per litre, but each application only needed millilitres to work.
Obviously with 3 litres required that can’t be the cost of Anteo X.
The cost of a Tesla model S battery is reported at around $12,000.
If we could manage to halve that cost through reduction in material costs and overall size for the same output, then to me it would be worth $1000 per vehicle, so around $300 per litre.
Therefore 20,000 L x $300 = $6 million.
At full capacity of the Aus plant, that makes $24m.
The numbers are only a stab in the dark, but seems to make sense to me as I have long pondered on the same question.
To get to $1b income as per the AGM presentation, we would need to be in around 3 million cars (or the equivalent in batteries in other electronic devices) which doesn’t seem too wild for the purpose of guesstimating.
But $24m would be a nice start.
As per David’s 2% of the 1b comment, at the above calcs, that works out at around 70,000 litres, so within our pilot plant capacity.
Happy for anyone to throw thoughts at this or to pick holes in it.

Expand

Recently Tesla have offered to Model S owners (who have free supercharging for life of car) a replacement battery from 75Kw to 90Kw for $29K. This is a premium car with the associated price tag.

A far cry from BYD with their Dolphin car for under 40K with a 50KW battery. Hopefully they will bring their cheaper Seagull model to Australia

ADO Price at posting: 3.5¢ Sentiment: Buy Disclosure: Held
6 Upvote

0 Great analysis

Reply

Top Stories

What's causing the cost-of-living crisis, and how to navigate it

SNX

Sierra Nevada raises $2M for silver exploration at Blackhawk

MKT

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

TLG

Talga Group wins key permit for flagship graphite mine in Sweden

MTH

Mithril's drilling in Mexico picks up silver at 997g/t, gold at 28g/t

NVU

Nanoveu surges 10% after benchmark testing for new AI chip begins

Week 42 Wrap: HotCopper's top picks; new ASX 200 record; world yawns at war

M4M

Macro, Norden set up transport solutions initiative for West Pilbara

IRX

InhaleRX snags $38.5M in funding from VC biotech funder Clendon

SWP

Swoop lobs $18M offer at microcap telecom Vonex – in which it holds 19.9%