Thanks for the reply stock and rogues.. much appreciated.. no...

First 19 Last

Share
Profile

Follow
Smilez

2,573 Posts.

30

18/01/19

11:15

Post #: 37153835
Share

Originally posted by rogues: ↑

Great question Smilez, I’ve observed JH, and CP muse exactly that quandary In Sydney at either the August presentation or, more likely the AGM.

There were thoughts of each, -margin from supply of the secret sauce, royalty, or combination. No clear solution at that time.
After the meeting I asked of the possibilities for reverse engineering for manufactures to copy and avoid buying from Anteo. The reply was unaminous, -it’s very difficult to copy. I then asked if the secret sauce was expensive to produce. “No” was once again unaminous.
It seems like our fair share can be leveraged into the sale price, however Anteo patents may prove to command a “golden” share. Anteo has the benefit of IP covering both the secret sauce and the method of combining battery technology for ramping up the utilisation of silicone to deliver greater performance.

One more factor of concern I have expressed to JH is to not be greedy when dealing with these billion dollar conglomerates. We would have no idea of their alternatives and prospects of using us, however with our greed motivating them to work furiously on an alternative. JH has expressed he has also seen this happen and is mindful of that factor.

I realise I’m not answering your question Paul. The nous within our leaders impressed me and I’m thinking they will make a good conclusion. I look forward to considering input from others. GLTA

Expand

Thanks for the reply stock and rogues.. much appreciated.. no problem i understand that we wont really know the intricate details but good to hear others perspective on this...

i guess the comforting factor is that the volume of batteries could outweigh even an average royalty agreement and overheads at ADO would not have to increase to much to service this from memory as its not large industrial process to produce the sause from memory...

ADO Price at posting: 1.8¢ Sentiment: Hold Disclosure: Held
2 Upvote

0 Great analysis

Reply

Top Stories

EBR

Timing will be everything for 'smashing' Hot Stock tip Judo Capital Holdings

Palladium's the newest geopolitical hot commodity. But ASX exposure is limited

RBA holds rates as ALP election campaigning kicks off – expect more political focus

HXG

Harvey Norman may appeal ASIC Federal Court case – the third lawsuit on its plate

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

There are more pages in this discussion • 45 more messages in this thread...

First 19 Last

Add ADO (ASX) to my watchlist

(20min delay)
Last 2.7¢		Change 0.000(0.00%)		Mkt cap ! $54.77M

Open	High	Low	Value	Volume
2.8¢	2.8¢	2.7¢	$8.552K	309.5K

Buyers (Bids)

No.	Vol.	Price($)
9	563106	2.6¢

Sellers (Offers)

Price($)	Vol.	No.
2.7¢	40657	2

View Market Depth

No.	Vol.	Price($)
1	100045	0.017
12	5392623	0.016
6	1570373	0.015
5	1270000	0.014
2	1045000	0.013

Price($)	Vol.	No.
0.018	165394	4
0.019	555555	1
0.020	469389	4
0.021	105917	1
0.022	1013156	4

Last trade - 13.53pm 05/11/2024 (20 minute delay)

ADO (ASX) Chart

Thanks for the reply stock and rogues.. much appreciated.. no...

Timing will be everything for 'smashing' Hot Stock tip Judo Capital Holdings

Palladium's the newest geopolitical hot commodity. But ASX exposure is limited

RBA holds rates as ALP election campaigning kicks off – expect more political focus

Harvey Norman may appeal ASIC Federal Court case – the third lawsuit on its plate

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Thanks for the reply stock and rogues.. much appreciated.. no...

Top Stories

Timing will be everything for 'smashing' Hot Stock tip Judo Capital Holdings

Palladium's the newest geopolitical hot commodity. But ASX exposure is limited

RBA holds rates as ALP election campaigning kicks off – expect more political focus

Harvey Norman may appeal ASIC Federal Court case – the third lawsuit on its plate

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News