AnteoTech (ADO) Investor presentation summary

Business overview and market focus

• Specializes in performance-enhancing chemicals for next-generation lithium-ion batteries and diagnostics, targeting high-growth sectors such as high silicon anodes and ceramic coated separators.

• Operates two commercial businesses with combined addressable markets exceeding US $60 billion annually.

• Holds 17 patents and is expanding into applications like superconductors, water treatment, coatings, and filtration.

Financial and corporate structure

• Market capitalization of $88 million as of June 2026, with $12.8 million cash and no debt.

• 3.26 billion shares outstanding and 292 million unlisted options, with significant director and employee ownership.

• Recent milestones include third-party validation of Ultranode 95 for drones and new distributor agreements in Asia.

Advanced battery technologies

• Ultranode silicon anode technology offers up to 10x lithium storage by weight compared to graphite, with specific energy >390 Wh/kg at cell level.

• Multiple Ultranode variants target automotive, drones, wearables, and micro-mobility markets, with commercial scale-up and validation underway.

• Cross-linking additives like Anteo X and SiMRAX improve cycle life, reduce costs, and enhance safety in battery separators.

• Strategic collaborations in South Korea and the US, with a focus on the rapidly growing drone battery market projected to reach $42 billion globally by 2034.