Hi Nayr,
- "We want to move to high silicon but we dont know (how)? - He didnt elaborate. From memory that was the messaging from the EV manufacturers when they approached ADO
- EV company and fleet - he didnt elaborate.
- Froth n bubble - Yes agree, was a big call, but made sense that one of the EV execs said that what they said...Watch the replay from 52:00; "These gigafactories, these EV comapnies are not aware of anything else they want to evaluate and as recently as Friday evening we were having a conversation with the EV company and theyve been asked to assess the other opportunities the anode development. And his comment was "its a very short project for me because there is nothing that is close to where you are at"" That for me was the comment of the presentation.
- Wyon- again he didnt give anything away. Up to you to read between the lines.
Suggest you watch the replay for yourself: https://conferenceonline.com.au/anteotechagm2023/viewingagm143524/
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