Ann: Commercialisation Milestone, page-334

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FlippinPhil

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11/01/24

18:02

Post #: 71837296
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Originally posted by captainblood: ↑

with Trinseo this is the original MOU.

View attachment 5881219

so to supply anteoX for trinseo to add to their voltabond range for anode containing 0% -35% which would be then sold to the battery manufacturing sector.

we have reached tech validation targets set out above and as of the 14/11 agm we have presented trinseo with a contract proposal.

trinseo as of today, wouldn't be close to the largest commercial deal of significance we are dealing with. but it would still be good contract to sign. we have had talk in David's presentations of iPhones and AirPods. we had jandb85 post this last year. post 67971285

View attachment 5881216

so being included in Trinseo's voltabond range would open markets to anteotech.

but like my post yesterday saying that anteotech has cut out the middle man and is dealing directly with the big boys, it has also most likely has affected our deal with Trinseo and what we need from them.

check out this sept presentation around the 4min mark

https://www.anteotech.com/newsroom/anteotech-with-proactive-at-asx-small-and-mid-cap-conference/

"outsource manufacturing" "that is a conversation we are having with Trinseo"

so we have gone from working on a deal to supply anteox to be added to their voltabond range to adding an extra dimension to be working with them to manufacture anteoX at scale

that would cause a delay in any deal being signed or even upset Trinseo to what they are looking to achieve from the partnership. well see in the next month or so.

not sure if or what type of deal could be signed with trinseo, but either way very happy we are dealing with companies like BMW and mercedes and after we ramp up anteox production to 80k lts, we will then need outsource manufacturing from specialist chemical companies to met demand. nice !!!!!

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Could our negotiations with Trinseo and Wyon be delayed by the legal action from Ferroglobe.
My limited memory has me thinking that they were introduced to us by Ferroglobe, so by signing a deal with them could magnify the legal claims by Ferroglobe.
Happy to be corrected.

ADO Price at posting: 4.0¢ Sentiment: Hold Disclosure: Held
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