when trading restarts on Tuesday, it'll be a week till the...

when trading restarts on Tuesday, it'll be a week till the battery show.

I've been thinking about this

"The cell manufacturer has already been advised by EV1, and a tripartite meeting with AnteoTech and EV1 teams will be held in Europe in the coming weeks to co-ordinate the production of battery cells incorporating Anteo X for testing by EV1."

with Manuel and Kai both there, the co-ordination of production may take longer than just one meeting. maybe an initial meeting followed by the 2 of them collaborating with the battery manufacturer of how the process is run for a few days. this would mean that the meeting would happen beforehand. could be an interesting week one way or another.

that made me think about the possible future valuations of anteotech in the future.



from a presentation last year. we were told that we have talked with ashland, basf and trinseo about manufacturing extra anteobind beyond our 80K litre plans.

we have been told we had 10 partnerships in place with 5 being ev1&2, giga factory and ce1&2. from last month added 3 more ev companies and 3 more battery manufacturers. for 16 at the moment.

we have been told over a month ago that the 20k litre facility had it's 1st production run. we have been told that the plans for expansion to 80k litres will be funded, as part of the the raise. at a minimum the extra equipment needed should be ordered.

we have been told a car battery needs 1 litre of anteoX. so 80k cars would need 80k lts of anteoX. if you have done research into plans of any marquee ev company, giga factory or major battery supplier, you would understand that the current use and future plans for just one of these companies, far exceeds the need for 80k litres if anteoX is included.

we have been told that the costing for anteoX will be about $400/lt. without any further anteox production or our high silicon anode production, what would selling 80k litres of anteoX, value ADO at? pe of 10, 20,30? that would require something along the line of signing a small consumer electronic company, 1 small production model of an ev company ( not the entire range) and a smaller battery manufacturer.

IMO, management has bigger plans than only that. why does anteo have plans to have in-house small scale anode production, been in talks about toll manufacturing, setting up a sales office in europe?

the cost savings have been proven, performance improvement confirmed, manufacturing transfer achieved and 1000 cycles reached.


all just speculation at the moment, and ado is still a spec company. but a spec company that is right at the threshold of commercialising it's tech IMO....

going to be an interesting couple of weeks. GLTAH

this isn't financial advice, DYOR, IMO etc etc