I’m totally speculating but the patent Ado first lodged may have...

I’m totally speculating but the patent Ado first lodged may have had Ferro’s refined silicon. When they have tried to nut out an agreement Ferro may have thought they deserved some IP ownership- (due to the MoU joint research) Anteo may have thought easier to refile another patent with raw industrial silicon, (these would be the ones they want to see).
Anyway the point I was trying to get across is it’s best to consider why they are doing it. Fishing doesn’t sound that bad, but a large company can used the legal system to play hardball with a small one, no matter how solid you think you are there will always be a good argument for the other side. Time and money are the legal systems currency.