The company BASF was named by the CEO.
The product "Licity" or a product update, offers itself as an anode binder, for the additive AnteoX.
The requirements and technical properties match.
A "problem" is that the big players in the industry want to remain unnamed as long as possible, simply because of competition and secrecy.
If David is now talking about BASF, I assume that a collaboration has existed for some time, however it may end up.
It is no more than speculation, like almost everything around Anteo.
Ann: Presentation ASX Small and Mid-Cap Conference, page-139
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