my weekend musings of where anteo is positioned at the moment...

my weekend musings of where anteo is positioned at the moment

lifescience

anteobind in various forms has been available to the market since most of us started our investment in ADO. it's caught market interest in published papers and in only non expanding MOU partnerships, so far.

new management have changed the way we have approached the anteobind range, with anteobindNXT, with a new price structure, new markets and working with partners in early stage development. still in an early stage but have deals with SIOI, vidcare, Aust fisheries and Korean uni.

with next months quarterly, there will be the 1st SIOI payment of $270k. and with the knowledge this is a minimum spend. expanding when the DTaP vaccine gets approval and follow up vaccine inclusion. 75103755

also the vidcare and suggested further Indian company partnerships are potentially lucrative with the Indian "health for all" initiative.

CET

anteoX is currently in an European marquee brand battery prototype. seeing our newly appointed VP is based in Germany to be close to our partners, one of Mercedes, BMW or VW would be most likely. and one of the other 2 are most likely ev2. there is about 3 months till the end of the year where  the battery design freeze of ev1 will be locked in.

a company that is sitting with a sp of 2.2c, could within 3 months be locked into a battery design freeze of Mercedes, BMW or VW.

I looked at this posted from peterfred this week

"Prototyping has been what I have been waiting for. That says "commitment" to me. Unless something goes seriously wrong. But I am assuming that in all the prior external validation, the scientists concerned know what they're looking for, and will know from previous testing and validation routines how to spot inconsistencies and potential problems. Among other things, that is their job."

so anteotech are real close to this design freeze. nothing is for certain but looking very very good IMO.





we have the new separator project and medical device companies targeted for short term revenue. we have developed a new electrochemistry division with a couple of scientists locked into it for the separator and nano tube market segments

with the medical device company, wyon. a year ago it was announced that tech validation was completed. then no news. who would have walked away from any progression. my guess would be Wyon trying it on there own. now they are back, what does that tell you about them trying to do it by themselves? and how much testing would they need? short term revenue. Hmmm !!!!

building a manufacturing company

anteotech are currently running what appears to be a comprehensive testing project of our 20k litre anteox production facility. get it right before expansion to 80k -100k litres.

we have been told there are plans for things such as toll manufacturing in europe as well. over a year ago been told ADO have had discussions with BASF, ashland and trinseo.

we got a $1.4m grant from the Qld government, for in part, having anode manufacturing capacity in house for testing ability

in the last webinar we were told there are plans for automation for anteobind production.

get these things online before orders and resulting revenue starts being generated


new hires

we have advertised for 3 production jobs, hired the new VP of international sales and a marketing communication specialist in the last month +

even gareth posted this private conversation he had with the CEO on this forum about the VP

"he would be well aware of the company’s technology and David Radford told the top 20 shareholder group that the successful candidate needed comfort around many aspects of ADO business model to get him to join the company.

There is no doubt the candidate made as many enquiries about ADO‘s future around capital , product manufacturing capacity, support , products as ADO did about the successful candidate.

the successful candidate would not have joined without it - not a chance in hell !"

why hire production staff and marketing communication specialist if production wasn't nearly ready and information flow isn't about to flow?


so at this stage we have little revenue but plenty of partnerships, are getting ready to produce mass volume of anteoX and anteobind, hiring staff to do this. have very high calibre battery person join us as VP of international sales (not just in europe but the US as well).

IMO, it paints a picture of a company thats is  ready for success.

but having said that, we will probably get the AGM date ann this week. David will have about 8 weeks in between. if the sp is still in the 2c range, I will, like the last option vote, vote no to any performance packages. I really like what management have done to change ADO from a research company to the early stage of commercialisation but management have to take the shareholders with them before being granted extra shares.

still time for sp movement and for all my votes at the agm to be yes but the time is ticking. (seeing we didn't vote the options down and the damage thats done to the sp, a no vote probably is meaningless but maybe will be different this time)

pivotal few months for Anteotech shareholders and management

GLTA......