ADO 0.00% 2.1¢ anteotech ltd

"it has generated technical data confirming that a high silicon...

  1. 4,219 Posts.
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    "it has generated technical data confirming that a high silicon anode incorporating AnteoX has demonstrated achievement of 1,000 charge & discharge cycles with greater than 70% energy retention."

    the only reason we didn't confirm ev1 would be because ev1 didn't want us to. probably the same reason that it was only released as greater than 70% retention. you could argue equally that it maintained 71% or 79% or even 80%.

    whatever it maintained it was "A critical technical milestone has now been achieved with this anode containing Anteo X"

    so we have shown ev1 that we can achieve a 40% performance improvement, US$500 cost reduction and now a 26% cycle improvement hitting the magical 1000 cycle barrier.

    as David said

    "This latest customer data represents an exceptional technical achievement, with the high silicon anode containing Anteo X demonstrating 1,000 charge and discharge cycles, combined with a further 26% improvement in battery cycle life."

    even (I won't call them it) those that have a negative view of ADO, would have to admit that anteotech doesn't release announcements that are trivial. this is a major milestone for anteoX and it's commercialisation

    what further, would anteotech have to prove to ev1 before a contract is signed? not much IMO. management are going to europe with Manuel for the AABC. I'm sure they do some pop ins while over there. optimistic me could see a hand shake photo opportunity. we'll see

    so what would a contract look like. at the agm ewen was asked about how quickly we could scale up prod of anteoX

    "we will be able to supply, the main question is securing the written commitments for the orders"

    so IMO with ev1, the next announcement won't be ado and ev1 are planning to develop a product. that is getting towards the very pointy end of completion already. it will be that ev1 will be named, merc,BMW, audi, Volkswagen and we have a written commitment to supply anteoX to part of or their entire new battery design. probably won't be figures but sh's will be able to work out figures. it will be similar to a miner hitting a major lode. the revenue won't be there straight away but the commitment, will guarantee it in the relatively near future. IMO. IMO. IMO.....

    how will this announcement also help with the other partnerships.

    well Anteotech can present data to ev2, giga factory and the consumer electronic companies that anteoX can help achieve 1000 cycles. they will be able to skip some preliminary testing as ev1 did, who allowed us to use them as a kind of guinea pig for developing and testing anteox in a full battery.

    just give us your anode we'll do our magic with our special glue and know how and then test it. with consumer electronis1 we have had an MTA since before the Aus--biz interview over 5 weeks ago. they are also testing anteoX and only need to reach 800 cycles. whats the chances of that being reached ?

    a lot of assumption in the above but most likely a majority will happen IMO IMO IMO

    as I said what more do we have to do, to get a signature. the last one is to confirm is we can make anteoX in bulk and we have progressed to production scale batches which would only need to be quality tested to confirm. it's getting closer and closer.

    MA “If you are distressed by anything external, the pain is not due to the thing itself, but to your estimate of it; and this you have the power to revoke at any moment.”

    My opinion only....never make a judgement based on anything I say!!!
    Last edited by captainblood: 03/05/24
 
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