I really enjoyed reading through the presentation. it is likely the most transparency the company has shown in a long time and it is great to see the strategic direction.
My understanding on batteries is many companies have been able to substantially increase storage capacity etc over the years but stability over the long term is the issue which still looks to be a challenge for ADO. In saying that it still looks promising.
I thought the final few slides were interesting. looking at low value / low competition vs high value / high competition. I just really hope they look to focus on the areas they can extract the most value. Like when they said they could activate Greiner microtiter plates that performed the same as the premium ones for one eighth of the cost. That is where you create the most value for the end user and therefore the company.
anyway, I'm steering clear for now. good signs but nothing really enticing me to become a holder once again.
good luck all.
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