two things from the 4c firstly, "This initial 20,000 litre per...

two things from the 4c

firstly,  "This initial 20,000 litre per annum production facility is on track for Practical Completion by early February and is on budget."

should be before the end of next week.

secondly, this one is the company maker and IMO has been missed by the market

"Production of first proprietary AnteoTech Ultra High Silicon anode containing 70% silicon"

"as the key message resonating from these meetings was that the companies are having difficulty in transitioning from <10% silicon in their anodes to anything greater than 15%."

"Additionally, the use of Anteo X allowed a 15-fold reduction in concentration of an expensive inorganic material that was being used in the formulation. AnteoTech’s internal calculations estimate that the reduction in inorganic materials could result in a saving of up to US$500 per anode in an electric vehicle."

by using unrefined silicon will there be further saving for our 70% silicon ultra high silicon anode. far east newsletter had  "ADO uses low grade, metallurgical silicon costing about $8/ kg,"  so for a kg of anode material it would cost $5.60 for the silicon ......

"In a separate project, a manufacturing run has taken place to demonstrate the ability to scale-up production of AnteoTech’s Ultra High Silicon anode at this same third-party manufacturing plant. This anode is currently undergoing testing, but early indications confirm that the 70% silicon anode is easily manufactured, and again, reproducible with the expected performance characteristics."

so we have demonstrated the ability to scale up production for Anteotech's ultra high 70% silicon anode, using unrefined silicon, with huge cost savings and are in the process of undergoing testing to prove expected performance characteristics. ( early indications confirm, this has been in testing for a while)

what investors should be investigating, how unique is having  a cheap, high performance 70% silicon anode? how much performance improvement should this anode produce ? is  cost reduction a factor, battery manufacturers are looking for? etc

David has said we are leading the pack and we need to move fast to take advantage of being gold standard. management aren't really known for this, but did anybody see this 70% ultra high silicon anode development moving as fast as this has? not me.

imo, expecting news flow to increase over the coming weeks. 2024 the year of ADO.......