why ADO is a multi multi bagger, page-2362

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    here is a snippet from David's last webinar

    "the high silicon that is currently used is mainly that derived from silane gas derivatives to give you an idea of the realtive costs of this product, we are hearing that costs in europe for American sourced product are up to $2000/kg, Chinese based product is about $100/kg, we are working with a low grade metallurgical silicon and we are getting tremendous results with this silicon and the relative cost point is approximately $10/kg"

    2 days ago sila announced

    Alameda, CA – September 19, 2024– Sila Nanotechnologies, Inc. ("Sila"), a next-generation battery materials company, today announced a multi-year supply agreement with a wholly owned subsidiary of REC Silicon ASA ("REC"), a leading innovator in solar-grade silicon and silicon materials.

    About REC Silicon
    REC Silicon is a global leader in silane based high purity silicon materials. We combine 40 years of experience and best-in-class proprietary technology to deliver on customer expectations. Our two U.S. based plants have a combined production capacity of more than 30,000 MT of high purity silane gas. Our Signature Silane® based products are used in everyday quality of life technologies, emerging technologies, cutting edge power and memory devices, high-voltage transmission, as well as renewables.

    not saying that anteotech's tech will win but cost comparison is heavily tipped in our favour.

    also don't know much about this company, just thought it made an interesting point about European battery regulations, which may tie in with an ev company using an anode with low grade silicon vs highly processed silane gas silicon. 75749164
 
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