ADO 4.17% 2.3¢ anteotech ltd

Thanks for your comprehensive summary BB - well done! As...

  1. 396 Posts.
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    Thanks for your comprehensive summary BB - well done!

    As discussed with you prior to the preso, I could have read this at home, but go along to see the whites of their eyes and cut of their jibs.

    The team undoubtedly exude potential, though I found it unsettling still having GC in the room. Catalysts to prod progress along are: in batteries, an extremely competitive cycle of product improvement and innovation; and in POC, the market demand.

    The paltry $53,000 in the last 4c was mostly from Mix n Go.

    For me ... the likely time frames don't align so I'm going to step out in an orderly fashion (sorry but there wasn't a lot of market depth for the first tranche before the bell after the preso). The new management were extremely encouraging, focused and talented. As always, the product possibilities are exciting and I hope the team can monetise them quickly. They've almost got their training wheels off (so won't need GC) and I'll maintain an interested watch on their progress.

    GLTAH
 
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