these are my thoughts less than 4 weeks from the agm to xmas, so...

  1. 4,807 Posts.
    lightbulb Created with Sketch. 14842
    these are my thoughts

    less than 4 weeks from the agm to xmas, so wasn't going to anything huge in it

    - good update on the smaller CET partners. several now close to a commercial deal. 1000lt of anteox would create $400k revenue, 5000lt - $2m. any deal wouldn't be insignificant.

    - more CIC from the ev companies. nothing +ve or -ve. IMO if we get a TH announcement from any of them and the sp will multibag from here.

    - VP of sales, Fabian. anteotech has had these sort of partner teases before, what they never had is a deal closer at the same time. fabian was hired at this stage of development for a reason

    - AABC. "engaged with multiple leading companies" anteotech doesn't need any more minnows. again we have a closer to move these new possible partners forward faster. also have data to present to them.

    - life science

    SIOI sounds like it's a commercial deal that will just grow with time
    vidcare sounds like it's very likely a deal will be signed
    multiple new partners have been engaged, thats several announcements to come. aligns with Guatum's promotion

    - funding, no mention of the $2m from grants that was in the cr documents. most likely to come this quarter

    -$7.4m in the bank with 333k revenue in the quarter, with some funding options available.

    nobody needs to get their knickers in a knot about my post, it's just my opinion of where anteotech is.

    GLTAH

    "would you say we are the, the silicon anode experts"
    Last edited by captainblood: 28/01/25
 
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