ADO

0.00%

1.9¢ anteotech ltd

I think Anteo has realized, in the last years, that coating...

First 9 Last

Share
Profile

Follow
secondsight

616 Posts.

329

06/10/17

02:53

Post #: 27699780
Share

Originally posted by Distressed Player ↑

Seriously people you really should ask ADO management for an honest answer as to where they think this platform technology sits in the 'margin chain' and 'pecking order'.

Further you should ask management as to the relevant economics of the 'beads' companies that the Mix'n'Go/Nanoglue tech is relevant to - this is the focus of their business model now that DiaSource is gone.

I will try to make it simple and draw an analogy to the car industry:

(1) you have car manufacturer/brands that make and sell branded products (eg. Audi, BMW, GM, Tesla etc..) - these guys have deep pockets and have fully integrated R&D, manufacturing and distribution alongside trusted brands. These car manufacturers do the assembly and testing using a lot of product from (2) below...the manufacturers sell wholesale (through dealer networks) and in some cases direct to retail also
(2) These are the component suppliers to the car manufacturer/brands that supply a lot of the product (some proprietary, some not) - see attached file list on page 4.
(3) finally you have the component suppliers whose business is to supply product to (2) above.

ADO and its NanoGlue tech platform is fairly and squarely in category (3).

Companies down in the level (3) category are usually kept private because they never really deserve to be publicly listed as it is very difficult for them to effectively insert themselves in the margin chain in a meaningful manner and if they do they are exposed to the crumbs and tend to get screwed by (1) and (2) above when they themselves face increased competition and cost pressures.

Healthcare Dx in regulated markets is not that different to the car industry as per the dynamics explained above.

Do yourself a huge favor and just ask the management of ADO for an honest answer as to where they think this platform technology sits in the 'margin chain' and 'pecking order'.

I reckon that then you all can sleep better at night without any false hope.

Caveat emptor here everyone

ATB

Expand

I think Anteo has realized, in the last years, that coating cheap Beads are not the best case to earn money.
In my view the current key points are:
- PoC specifically Lateral Flow (Atome, Ellume, DMTC, PI...)
- coating of medical devices (Cook...)
- coatings within the energy area (batteries, solar panels...)

But first, we need fresh air...

ADO Price at posting: 1.4¢ Sentiment: Buy Disclosure: Held
15 Upvote

0 Great analysis

Reply

Top Stories

NEU

Neuren Pharmaceuticals dips after pediatric Angelman Syndrome Phase 2 trial results fail to impress

From the Floor with Federal Opposition Leader Peter Dutton at Diggers & Dealers 2024

Week 32 Wrap: AI is clearly overhyped – but did we see ‘bubble’ burst already? Plus RBA decision; Japan’s wild week & Google ruling

TNC

True North increases silver metal at QLD's Vero deposit by 20%

Revolutionary inverter technology leads the clean energy charge

TKM

Trek Metals jumps 5% as gold & REE drill run kicks off at Christmas Creek in the Kimberley

Dale Gillham's weekly wrap: picking resilient stocks in a volatile global market

Emerald & Azure score Digger & Dealer awards

Bitcoin: Current State of Play & Where to Next | Swyftx

HZR

Hazer Group reports ten days of continuous operation at graphite-manufacturing test facility

There are more pages in this discussion • 5 more messages in this thread...

First 9 Last

Add ADO (ASX) to my watchlist

(20min delay)
Last 1.9¢		Change 0.000(0.00%)		Mkt cap ! $46.90M

Open	High	Low	Value	Volume
1.9¢	1.9¢	1.9¢	$23.42K	1.233M

Buyers (Bids)

No.	Vol.	Price($)
4	1142321	1.9¢

Sellers (Offers)

Price($)	Vol.	No.
2.0¢	339684	2

View Market Depth

No.	Vol.	Price($)
4	1142321	0.019
10	1338162	0.018
5	807891	0.017
5	1629529	0.016
7	1203869	0.015

Price($)	Vol.	No.
0.020	339684	2
0.021	592746	5
0.022	505000	2
0.023	420000	2
0.024	164509	3

Last trade - 16.10pm 09/08/2024 (20 minute delay)

ADO (ASX) Chart

I think Anteo has realized, in the last years, that coating...

Neuren Pharmaceuticals dips after pediatric Angelman Syndrome Phase 2 trial results fail to impress

From the Floor with Federal Opposition Leader Peter Dutton at Diggers & Dealers 2024

Week 32 Wrap: AI is clearly overhyped – but did we see ‘bubble’ burst already? Plus RBA decision; Japan’s wild week & Google ruling

True North increases silver metal at QLD's Vero deposit by 20%

Revolutionary inverter technology leads the clean energy charge

Trek Metals jumps 5% as gold & REE drill run kicks off at Christmas Creek in the Kimberley

Dale Gillham's weekly wrap: picking resilient stocks in a volatile global market

Emerald & Azure score Digger & Dealer awards

Bitcoin: Current State of Play & Where to Next | Swyftx

Hazer Group reports ten days of continuous operation at graphite-manufacturing test facility

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

I think Anteo has realized, in the last years, that coating...

Top Stories

Neuren Pharmaceuticals dips after pediatric Angelman Syndrome Phase 2 trial results fail to impress

From the Floor with Federal Opposition Leader Peter Dutton at Diggers & Dealers 2024

Week 32 Wrap: AI is clearly overhyped – but did we see ‘bubble’ burst already? Plus RBA decision; Japan’s wild week & Google ruling

True North increases silver metal at QLD's Vero deposit by 20%

Revolutionary inverter technology leads the clean energy charge

Trek Metals jumps 5% as gold & REE drill run kicks off at Christmas Creek in the Kimberley

Dale Gillham's weekly wrap: picking resilient stocks in a volatile global market

Emerald & Azure score Digger & Dealer awards

Bitcoin: Current State of Play & Where to Next | Swyftx

Hazer Group reports ten days of continuous operation at graphite-manufacturing test facility

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News