A few km into the marathon., page-9

we have MOU's with Wyon and Trinseo.

yesterday David mentioned we are working with BASF and Ashland. so are all the above names randomly selected or maybe they are not ??? interesting .....

then, where we are in the pack will not decided by improvements from anteoX, even though the results of 20% - 35% improvement are fantastic, it's what results we will get from our high silicon anode that will set us apart IMO.

a marque ev company we are working with has tested a 18% silicon anode and just reached 100 cycles before failing.

we have had several announcements showing our progress with 70% - 90% silicon anodes. 1st was hitting 300 cycles, next hitting 500 cycles at about 90% retention and yesterday David saying that our last generation of silicon anode smashed thru the 500 cycle.

in our last presentation

• "Ground-breaking silicon rich anode in late-stage development - combining proprietary Anteo XTM binder and unique anode design"

we must be closing in on the 1000 cycle milestone !!! what increase in performance will having up to 90% silicon give,  with cost reduction and quicker charging adding onto results ?

and when the 1000 cycles is reached ( could the results we are getting being commercial in confidence  because the testing is being done by a 3rd party or one of the ev companies? ) with the improvement in performance, cost and charging time will one of the marque ev companies offer us a god father deal.

have a look at the names in the above graphic, will one of them want exclusive use of our tech or share our tech with all the others ??? 18% silicon anode failing at 100 cycles compared to 70-90% silicon anode smashing thru 500 cycles.

and then we have David and Manuel going on an extensive roadshow with a meeting set up with the ev company on the 4th of October. Hmmmm

here is how I see the meeting going. of course DYOR, IMO, this is not finance advice etc...

  

ps. it's nice to dream, ADO is a spec stock and above is speculation.....