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Ann: Anteo Shareholder Presentation, page-102

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dolcevita

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08/08/18

21:58

Post #: 34816770
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Originally posted by rogues ↑

Stormer, after a way better Sydney presentation than I expected I get the feeling our Board and CEO are anything but muppets.
JH is well experienced, motivational and there is a commendable teamwork ethic of enthusiastic harmony.
Due to the disruptive prospect of a third CEO within 8 months, I asked CP of his intentions. CP’s response together with later questions settled my concerns. Any new appointment would have the benefit of a significant overlap in thee event of a change. While there is hot response in both battery and diagnostic sectors I’m sure any new leader would be helpful in soaking up the workload.
I had the feeling there is a determination for our Board to underpromise and overdeliver.
There was great benefit to me in understanding an expanded explanation of the presentation. When one of the attendees made comment on the value of greater detail, that was accepted and as the future unfolds I would be expecting MS would expand that factor. JH stated Anteo needed to re-establish Credibility, his version of news flow was “Quality, not quantity”.
Development of Medtech is on the back burner due to the 5years of approval lead time, in the meantime there are thoughts of monetising the developments to date.
As we all know, many companies are working on battery development. Most have moved on from the challenges of the ideal solution that Silicon incorporation offers to address other improvement options.
Our technology has a self-healing chemistry that re-binds after every swelling takes place within the battery. A review of patents leaves Anteo with little or no other developer in our space.
JH was challenged to propose timelines for the expectation of contracts, supply agreements, cashflow. JH understood the goalsetting attributes and shareholders concerns. It was soon obvious that with CustomCells and Polaris reports coming in the beginning to arrive in the second half of July, one of two responses from majors, and all the othe prospect yet to be notified, timelines are meaningless right now.
There is a surprising optimism in the diagnostic sector. While time has passed the customer demand for upgraded diagnostics has changed markedly. China has entered the development phase, both JH and CP were excited about the near term prospects.
JH and CP have been evaluating the Anteo pricing/royalty rewards. There are interesting mixes under considerations, I feel certain the simple and quick options are up front to get the show on the road producing cashflow.
Chats with other investors confirmed my positive impressions, talk of clowns, muppets etc could be replaced by hearty congratulations. GLTA

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JH understood the goalsetting attributes and shareholders concerns. It was soon obvious that with CustomCells and Polaris reports coming in the beginning to arrive in the second half of July, one of two responses from majors, and all the other prospect yet to be notified, timelines are meaningless right now.

How are timeframes meaningless?
We could run out of money before a contract is made. Surely that's a concern.
What are their contingency plans?
Does anybody care?

ADO Price at posting: 1.8¢ Sentiment: None Disclosure: Held
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