AnteoTech (ADO) Investor presentation summary

Product portfolio and technology overview

• Proprietary cross-linking additives enhance silicon anode and ceramic separator performance, supporting next-generation lithium-ion batteries.

• Key products include Anteo X (for silicon anodes), Anteo S (for ceramic separators), and SIMRAX (combining Anteo X with SWCNTs for high silicon anodes).

• Ultranode technology enables ultra-high silicon content anodes (70–95% silicon) for various applications.

• Deep expertise in battery chemistry and electrode development, focusing on >20wt% silicon active material anodes.

• Commercial-scale production facilities and collaborations with cathode material suppliers support scalability.

Performance and cost efficiency

• Anteo X improves cycle life, capacity retention, and reduces anode expansion while minimizing binder and CNT content.

• SIMRAX offers a one-shot additive solution, combining high-quality CNTs and cross-linkers for efficient binder strengthening.

• Case studies show >330 cycles achieved in automotive anode formulations, with successful scale-up to pouch cells.

• Lab and roll-to-roll coated electrodes demonstrate scalability, with up to 820 cycles at 80% capacity retention in pouch cells.

• SIMRAX enables >50% higher cycle life in high silicon anode designs at ultra-low CNT loadings.

Ultranode technology and applications

• Ultranode 95 delivers >2,400 mAh/g anode coating capacity and superior Wh/kg, targeting drones, UAS, and defense markets.

• Ultranode X and Ultranode 70 address automotive, eVTOL, and micro-mobility markets, offering high cycle life and customizable capacities.

• Roll-to-roll manufacturing scale-up completed, reducing slurry mixing times by 70% and enabling straightforward transition to larger cell formats.

• Current scale-up programs move from single-layer pouch cells to multi-layer and cylindrical cells, with coin cells achieving up to 227 cycles at 80% retention.

• Ultranode products are supported by established supply chains in the US, Korea, and China.