Joining the dots... Anteo Technologies involved in Lithium Ion Batteries

Just a quick post to add to some research on the recent announcement of ANTEO ENERGY PTY LTD and the revealing of the strategy and use for Anteo's technology in the very high growth and disruptive Lithium Ion battery market.

See below a slide taken from Anteo's 2014 AGM presentation - This first raised an eyebrow to dig into research further as "SILICA" was mentioned as part of the "INDUSTRIAL" application Anteo was quietly working on.

So after some initial research of "SILICA" and "LITHIUM ION" batteries and even a few google searches with "TESLA" and "PANASONIC" (Who make batteries for $TSLA Tesla Motors and now TESLA ENERGY) I found the below presentation which provided some details on what improvements may be made to the Lithium Ion batteries to improve performance/cost etc

What I found interesting as well was the term used on SLIDE 12 of the presentation below :

"DROP IN TECHNOLOGY"

This is the same wording used by Anteo CEO Dr Geoff Cumming in the Quarterly Report  see my last blog post THE OAK SLEEPS IN THE ACORN

As well as SLIDE 12 with the mention of the DROP IN TECHNOLOGY - I will post below the companies displayed on SLIDE 13 from above :

So it looks like Anteo may be in the mix with perhaps SILICON NANOPARTICLES to greatly improve these batteries.

This week I watched as ELON MUSK and TESLA announced TESLA ENERGY - I see this move as disruptive as many other significant advances as the internet, Apple and the Iphone - Ultimately we as the human race are consumers of two main resources FOOD and ENERGY.

TESLA is leading from the front with their announcement of the TESLA POWERWALL 

See below a quote from Elon Musk in the past week :

This quote above says it all - We have an industry which ability to scale globally is determined by performance, cost and life of the battery - Worth re reading the areas Anteo stated in their Quarterly announcement 30th April 2015 :

Anteo’s coating technology provides a “drop-in” approach for developing high performance battery materials, compatible with current and near term battery manufacturing processes. Large investments in new materials and new plants are not likely to be required. Early data indicates that a successful development program has the potential to deliver batteries with:

1. Significantly higher charging capacity when compared with current batteries and competing technologies under development.

2. Better charge/discharge efficiency allowing batteries to deliver more power for longer to the end user; and

3. Significantly faster charging and longer lasting batteries. For example, the lithium ion battery market is large and growing rapidly.

Estimates place the current market size at about $30 billion pa and it is expected to increase to $50 billion pa by 2018Key sectors in the market applicable to Anteo technology include automotive, mobile phones and tablets, laptops, power tools, toys, other portable electronic devices, defence and renewable energy storage. Automotive has the most potential for growth. 

 

FINAL THOUGHTS 

As a longer term investor in Anteo Diagnostics because of the broad potential for their platform technology inside healthcare and in other applications I was always confident that long term they had significant potential to become a very large company.

I like the look of the new company structure with Anteo Energy - Will a large industry player partner in a Joint Venture?

Now with the newly formed subsidiary company ANTEO ENERGY PTY LTD with the battery patents located inside this company -  I see potential much much greater than initial modeling.

I just think perhaps this could be right place, right time

Time will tell.

 

DISCLOSURE : THE AUTHOR HOLDS SHARES IN THIS COMPANY. THIS RESEARCH IS NOT A RECOMMENDATION TO BUY OR SELL SHARES IN THIS COMPANY. THE AUTHOR MAY AT ANY TIME BUY OR SELL SHARES WITHOUT NOTICE. PLEASE DO YOUR OWN RESEARCH