some bits from the far east commentary - been doing a roadshow...

some bits from the far east commentary

- been doing a roadshow last week

- 750 -800 cycles whilst achieving 90% retention. that should gain some attention in the US tomorrow night if Manuel presents that !!!!

- anteotech uses low grade, metallurgical silicon costing about $8kg (no wonder ferro is desperate)

- it leaves the potential for an operating margin of $600m pa.

I have used different figures but whatever figures you use, if a marquee ev company signs a commercial deal this is around the figure I get. and if Anteotech gets around that sort of margin you are looking at a dividend yielding company. Hmmmm !!!!!

still some hurdle to jumps and deals to sign but I think we are leading the marathon and have just had a glimpse of the stadium in the distance.....