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