some of the parts of the presentation that caught my attention
1/ continuation of the dec graph of 300 cycles, 500 cycles and still achieving around 90%. this will be shown at the battery show and at collaborators meeting. I would expect that we are more advanced than 500 cycles as well.
View attachment 53040462/ is it coincidence Tesla was used in so many examples in the presentation. check out j85's post
67914203also using the Tesla figures
"Supplying Anteo X for up to 30m Phones or 6,500 Tesla Model Y cars" this is from 20000lt of anteox that can be cheaply scaled to 80000lt in a facility we seem to have secured.
so for a car battery, taking the above eg. each battery would need about 3lt of anteoX. how much for a litre?
don't know but from Merck's website 10ml of anteobind biosensor is worth $782. how much for a litre of it?
of course anteoX in large quantities wouldn't cost anywhere near that. it would be nice to know though.
just something to ponder. and some of those car manufacturers are planning huge volume of batteries in giga factories under construction now, much higher volumes than 6500. a deal would certainly create a trading halt.
add to the above, plans of toll manufacturing and out licensing of our high silicon anodes.
3/ the potential customers named. we already have trinseo and wyon. how many of them did management see in march and will be seeing in Germany? so far the ewen and David combination have been quite conservative in communications. not so today. why the change. I remember David saying in his webinar, judge the success of our battery tech by the customers we are dealing with. Hmmmm.
4/ targeted milestones
June quarter
commercial agreements for anteobind. (multiple agreements in the next 5 weeks)
sept quarter
construction commences on anteox production facility
development agreement/s with ev company
targeted commercial agreement trinseo
dec quarter
targeted commercial agreement wyon
anteox production facility commissioned
anteox 1st commercial revenues
all the previous kpi's seem to be on target. plenty happening, new website and todays presentation. hoping news flow and ann's are more consistent going forward.
(20min delay)