here is my take on where Anteotech sits at the moment and the contributions merrill and fabian can and have made in commercial progress
firstly any commercial deal at the moment is totally relying on old managements relationships
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all of them except possibly defence battery manufacturer were fostered under old management. there were a couple of e mobility partners so maybe them as well.
old deals like wyon, SII and vidcare and the india initiative were as well. Guatum had a role in india but who gave him that position?
most of anteoX, ultranode and anteobind NXT development - old management. production facility- old management.
there were many problems with old mangement but s/holders have to hope that Merrill and team can get these deals over the line. any new dealings like merrill said in the webinar take 6-18 mths in testing.
imo you can see Fabians influence in the 3 chemical companies testing anteoX. getting our product into their binders. but he can't make deals if the testing isn't done. he can introduce new relationships. he can decide if relationships are just tyre kickers or the real deal. but he can't speed up testing.
one of the great things new management have implemented is finalising products (stop the endless r&d) and setting paid commercial pathways for concept to tech transfer
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seen this with the paid work for KOMA. they also have pricing structures and initial lite service packages as the bait.
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not saying the change didn't need to be made. just that any early deals do rely on old management relationships. and that no old deal can be fast tracked until testing is done. what new management have done thank goodness, is to set up a pricing structure for any new testing. what all of us had been calling for.
even the SII and mercedes visits were done by old management. lets hope merrill and team can get a jv over the line (that old management failed to).
GLTAH
(20min delay)