some weekend musings. this is the vision that Anteotech has...

some weekend musings.


this is the vision that Anteotech has given of the future of it's CET division with some facts added and some speculation. shareholders can believe or not, believe or not ado has the ability to carry it off but this is what they have told us

anteotech has production capability of 20k litres at their Brisbane facility. they can cheaply and quickly increase that to 80k litres

a ev needs 1lt of anteoX each,

pricing of anteoX is $400/lt

anteotech has said for nearly 18mths that they plan to set up a presence in europe with manufacturing capabilities being close to customers. at this stage europe was their only target.

they have hired Fabian as the person to control sales and development into europe and US. it was the 1st mention of the US. fabian in each of his jobs has taken a start up and developed it. what is he doing now. just ringing mercedes "have you finished the trial yet?" or is he looking for European and US govt support (like he and manual said is available in their interview) looking at sites for manufacturing and checking regulations, looking for staff to run the European division etc

then what would kind of demand of anteoX would require this expansion from 80K litres

then a couple of days ago David said we are looking at a presence in the US with manufacturing. again what appreciated demand would require this and where would the demand come from. all we have heard is separators and CNT in the US. thats right Manuel and Fabians December expo trip

then we hear that anteotech have moved from partners in europe and the US to adding India as well. (plus the extra 10 added to SIOI and vidcare in India with life sciences)

thats big plans, that would require big demand for anteoX and big revenue for Anteotech. 200K -400k + litres of anteoX would generate staggering sp figures

now here is a hurdle. all that sounds expensive.

part of the reason the sp is where it is, is the last 2 credit raises.

best case scenario for funds would be mercedes or similar providing funds for an equity stake. but if not the 2c shortfall on feb 9th, and the 3.5c double options in early April would both net around $4m each. management set these values and both are figured into most holders calculations I would imagine

so management to fund their vision, have to make both of these attractive enough if funds are required. shareholders have taken the pain for the raises, now management need to provide the stimulus to get them over the line. if they do another lowball raise how could we trust them to carry out the above vision.

cruch time for management and shareholders is coming, a pivotal few months ahead for anteotech.

GLTAH

Fabian Beck "would you say we are the, the silicon anode experts"