It isn't the Tech that makes ADO Uninvestible, page-90

  1. 49 Posts.
    lightbulb Created with Sketch. 99
    Picked up a typo:
    ....hopefully now (vs not) a positive/passionate/committed working team.

    This could be the most significant bonus of the changes last week.
    Those on the bench who have dedicated themselves to a great electrochemical discovery will hopefully reset their commitment to the team, feel valued and respected. Would assume the poor C Suite capability must have also denigrated the life science efforts.

    Looking to the future one can think of analogies in sport where poor management was corrected mid race or mid-season and a rider, football team or even Formula 1 car that was running well behind succeeds in getting a place.

    Despite the 700+ odd new Si Anode patents in the past 2 years and the recent BYD claims on Sodium ion tech, ADO still have 3 to 5 years of testing and validation in Si in low to high dosage rates that can turbocharge a late to the game partner or a mature player like Mercedes.

    Great to be focused back on the segment and the technology rather that poor business model, strategy and leadership
    Full Steam

 
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