Balance would be fair minded, balancing the expectations with achievements. Balancing tech with the strategy with the financials...
I expect a CR is coming soon(6 mths to a year) if lots of revenue doesn't come in, or the promise of lots.
And if the SP is around 2c at CR time then a consolidation as well. Very scary stuff.
The SP needs to move up otherwise it will hurt us all. Including you hotcup. Inside a year.
So they should consider ramping up the pitch on there announcements and make some presentations to the finance industry to get the money men interested. Actually don't do that. I don't want money men around. There only plan is too rip people off and we have been through that with Bergen and others. If a deal is done, they can buy in like the rest of us.
Just ramp up the announcements and more presentations to battery industry to get competitive pressure. At the end of the MTA testing, if no other interested parties around then the MTA holder will have alot of leverage over us. That will be the moment.
Is the large battery end user involved here ?
I am very pleased about the MTA, it is REAL ! and Very COMMERCIAL. Not another uni doing more testing.
If it is CATL, then simply outstanding. It will be the new standard in 5 years. But half a cent or 35% in response ? Not enough. In fact they blew the announcement so badly last week it went backwards by half a cent. And then T+2 took it down another 3pips. And now a major battery player is signing deals with us? They blew the announcement and ADO are always making these kinds of mistakes.
Soon as the flower blooms, somebody at ADO treads on it ! Accidentally of course !
When will the battery maker be finished its testing and be ready to make a deal using anteocoat in its next generation of batteries ? And be able to reveal itself ?
Within a year I hope.
ADO Price at posting:
1.9¢ Sentiment: Buy Disclosure: Held
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