ADO

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2.0¢ anteotech ltd

Ann: Quarterly Activities/Appendix 4C Cash Flow Report, page-40

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24/04/24

19:42

Post #: 73504761
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Originally posted by captainblood: ↑

great post PF, just some extra thoughts

- "The goal of this work is inclusion of Anteo X in EV1’s upcoming “design freeze” towards the end of 2024."

if ev1 is merc,BMW, Porsche,audi or the like and they are doing a new battery design, I would imagine that an AnteoX improved anode mightn't be the only component improvement that they are planning to make. work on the cathode, separator etc would probably be worked on as well.

even though the design freeze happens at the end of 2024, I would suspect that the individual improvements would be locked in and ev1 would do several months of combined components battery testing before a design freeze is finalised. so commercial agreements could be signed before that deadline

- we have only heard how we are progressing with ev1 before yesterday. good to hear about ev2, giga factory and the 2 consumer electronics companies.

several mentioned as being interested in our ultra high silicon anodes. even though most of the timelines go into next year, this is where David's mentioning several times about jv's will come into play IMO. that means the companies and plans being announced publicly unlike ev1. IMO... we won't be making our ultra high silicon anodes, so jv deals or similar arrangement will be the way forward IMO

- as I posted yesterday

"In parallel, the Company is also pursuing funding from non-dilutive sources, with applications being progressed during the Quarter."

APPLICATIONS

- development in our ultra high silicon anode seems to be stuck around 650+ cycles for a while. hope Manuel's presentation next month on the 16th shows more advancement

- "Anteo X production facility construction complete – first Anteo X production scheduled in April 2024" there is only 7 days of April left

"The Company expects the facility to enable further Anteo X development as well as initial commercialisation activities commencing in Q4 FY2024."

- SIOI. seems like a chance for short term revenues coming

IMO a very detailed excellent quarterly. but the company needs some announcements to turn around company sentiment. GLTAH.....

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Hi Captain, long term holder here, appreciate your informative posts.
The ongoing lack of updates on the Trinseo and Wyon MOUs, including in this quarterly, is something that sticks out for me. We should have had binding deals by now according to previous co presentations. Any thoughts you have on this would be very much appreciated.

ADO Price at posting: 2.3¢ Sentiment: Hold Disclosure: Held
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