Ann: Changes to Leadership Team, page-93

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semi retired

8,855 Posts.

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07/05/23

12:14

Post #: 67645057
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Originally posted by semi retired ↑

Thanks for the heads up "Cheap un refined silicon line" opel24,
I was chatting to a few shareholder friends about yesterday's announcement in particular this line that we have not seen before ( The portfolio includes a proprietary micro silicon anode in late-stage development, made with unrefined silicon which offers advantages of size, weight and cost) is this why Feroglobe has gone quiet ? they have a highly refined 99.98% micro silicon and probably very expensive . Anteo's late stage silicon anode is made with un refined silicon , it is certainly not Feroglobes highly refined ? the 500 cycles was probably not Feroglobe's either ? using un refined silicon which offers advantages of size, weight and cost is a significant late stage breakthrough.
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Last September Trinseo and Feroglobe were trialling Trinsio's binder to see if it worked with Feroglobe's micro silicon , the next thing we hear is Trinseo trialled AnteoX now MOU with ADO, sounds like the Trinseo/ Feroglobe silicon trial didn't go too well so Trinseo now using Anteo X to improve their performance or Anteotech will have the high performance silicon / graphite binder market to themselves? just my concrete thoughts running away,

https://www.trinseo.com/News-and-Ev...derstanding-to-Improve-EV-Battery-Performance

About AnteoTech - AnteoTech Ltd (ASX:ADO)
AnteoTech is a revenue stage particle surface chemistry company leveraging our proprietary nano polymer technology to solve global industry problems for our customers in the clean energy and life sciences sectors. In the rapidly growing clean energy market, our lead product AnteoX, has been proven to provide significant improvement in anode performance and the Company has partnered with global suppliers to the lithium-ion battery manufacturing, with first revenues targeted for late 2023 from our Brisbane based commercial plant. The portfolio includes a proprietary micro silicon anode in late-stage development, made with unrefined silicon which offers advantages of size, weight and cost. The life sciences division services the point of care and diagnostics markets from global diagnostics companies to technology developers. The unique characteristics of AnteoBind™ provides strong advantages in bioconjugation to rapidly speed up testing procedures and improve accuracy.

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Toyota/ Subaru BZ4 x electric vehicle tested no where near the clamed driving range ,actual range tested less than 40 % of claimed range in cold weather and 20% again when using air-conditioning , driving range is of utmost importance , all electric car manufactures are over stating driving range to sell their cars , that 1000 to 2000 k driving range has become more important than ever , enter Anteotech Silicon enhanced battery as a solution .

ADO Price at posting: 3.7¢ Sentiment: Buy Disclosure: Held
28 Upvote

2 Great analysis

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