Again, can't reply direct to Nayr for some reason (does anyone...

  1. 1,359 Posts.
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    Again, can't reply direct to Nayr for some reason (does anyone know how to fix this?)

    "So what else could there be in the announcement that could be a cause of concern for the counterparty?

    The original announcement talked of a “step change” and “next generation” plans. Ultranode is being evaluated in parallel with current developments, i.e. AnteoX. Evaluations are to take place over coming months, supporting both current and future goals.

    This despite ADO announcing in December 23 that
    EV was buying $60,000 of AnteoX. This flags they are still undergoing the evaluation now and will be for at least the next few months.

    All this signifies to the market and to "competitors that EV1 is still a fair way from making a decision re Anteo X, and could be a long, long way from making any decision re Ultranode i.e. the step change mentioned in ADO’s announcement.

    so, it will be a two stage process and may give competitors a good idea as to what stage EV1 is currently at."


    This is similar to what I mentioned earlier and that statement was the example I used to illustrate the point (but didn't do it as well as you did there)

    Statements and even words that are seemingly non descript to most people could actually have fairly material ramifications for the counterparty.

    Tbh i wouldn't normally nitpick an announcement during a TH like I have been here, given its outside of our control and "it is, what it is" BUT I personally find this sequence of events very intriguing!!

    I hope we all find out tomorrow morning!
 
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