SIOI is a huge company [ATTACH] if their next order is the same...

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    SIOI is a huge company

    Screenshot 2025-05-03 at 11.15.15 am.png

    if  their next order is the same as the last 2 around $300k, and other finances are the same, the next quarter would have $3.1m in the bank with net cash flow outflows at $1.8m

    if it was upped to 500k, $3.3m in the bank with net cash flow at $1.65m. so their next order will be important with the tax rebate coming after that. gives the company some financial runway

    if they invest in ADO, it's way more significant. merrill said SIOI are introducing us to their partners and suppliers. how would having investment from SIOI fast track other indian companies working with anteo thru the indian "health for all" initiative.

    with batteries, ev's haven't gone away but any progress is slow and even uncertain.

    timing suggest fabian guided the company towards anteox being evaluated by the 3 major global chemical companies under davids leadership. companies like trinseo, basf and ashland who have some history with us, but would have just begun the 6mth to 2year testing period,

    so that leaves us with relationships started under David's leadership for short term battery deal. wyon, consumer electronics, CNT's manufacturers and separator manufacturers. really who knows where they are positioned. Merrill said they are still on going and in the short term shareholders have to hope that they are still in play b/c testing for most of  them is in the 12 mth+ range

    a battery deal would be brilliant but getting the company to that point without massive dilution is another thing.

    GLTAH
    Last edited by captainblood: 03/05/25
 
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