I'm thinking it might be best to temper expectations of this upcoming 4C
What I'm expecting in this 4C:
* Update on Mercedes design freeze. Any indication of when it's likely to happen would be good. David told us late last year "EV1 have informed us they are still on track for design freeze end of 2024"
* Update on how Mercedes are progressing with the Ultranode
* Update on Serum Institute, Vidcare, and the other Indian opportunities. This is where I believe the material short-term revenue will come from.
* It's only been a month since Fabian started and with Xmas in between I'm not expecting an update of how he's progressing. That can wait for the next 4C.
What I'm not expecting in this 4C:
An update on EV2 - EV8
* EV2: they've been working on a proposal with them for almost the past two years. Any update will be a copy and paste of previous 4C's * EV3: same as last 4C. If they get the development agreement over the line it'll be in the form of an ASX announcement. Probably not much they can say until they get that signature.
E4 - EV8
* We've never had any updates on them so it'd be safe to assume they are all at initial discussion stage
From previous 4C's it'd appear the only CET company that has ever paid for product is Mercedes
We've heard mention of giga factories, consumer electronic companies but it'd also appear we've never made any progress with them
ADO Price at posting:
1.8¢ Sentiment: None Disclosure: Held
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