Ilika Share Discussion Threads

[horneblower] 12/1/2018 19:53

malnu,
who bought them?

[luckymouse] 12/1/2018 16:14

free stock charts from uk.advfn.com

[malnu] 12/1/2018 12:41

The past two years' under-performance has had nothing to do with any failure of IKA to deliver. The sole reason has been the long-term overhang of the distressed shareholder IP Group. Yesterday saw them finally stretchered out as a shareholder, along with a partial sell-down by another holder. The overhang has now cleared and the shares are on the rise to where they should always have been...

[tp5588] 11/1/2018 15:01

20m shares just gone through

[horneblower] 10/1/2018 09:21

The technology they are using seems not to be suitable for anything but the tiniest batteries.
However, the market for tiny, long-lasting batteries could grow strongly with the stupidly named IOT.
On the other hand, there is intense competition in this market but as an early-mover they may have a slight advantage...if they pull their fingers out, which seems unlikely on past form.
Sad.

[shavian] 10/1/2018 00:04

Just listened to Graeme Purdy on Directors Talk interview: was he actually trying to impress anybody, or just having a nice chat with the interviewer? First two minutes - all about the accounts. Sent most people to sleep before any of the more interesting bits. All the charisma of a 3-toed sloth. Sorry I even invested my lottery ticket.

Such a shame - here we are at the cutting edge of battery tech, led by a bunch of (probably very nice) nerds.

[swiss paul] 09/1/2018 21:09

TP - nope but they must think that we are with that crud highlights. It just shows what bull pooh they can release - lots of ifs. buts and maybe's.


Anyway - if ur not happy DYOR
IOTS

[letsgetbizzay] 09/1/2018 20:54

This has potential to be the recovery stock of the year. If it can pick up one or two collaborating partners, things could get very interesting.

[tp5588] 09/1/2018 17:14

Wow! Great job swiss paul. That's 5 minutes of my life I’ll never get back! Are we 5 yrs old?

[swiss paul] 09/1/2018 16:23

Let’s look at the highlights in detail eh
Operational Highlights
· Exchanged detailed Stereax® performance data with over 60 potential OEM partners – We sent some emails out to prospective people – had an out of office from 30 – but we will follow up with the rest
· Shipped sample batteries to 10 potential OEM partners for detailed technical evaluation. Same as – get me 10 jiffy envelopes and send them to R&D people in organisations. Let see what we get back
Ah we got this back
· Three of these have progressed to development and deployment partnerships:
o Advanced a development programme to integrate a Stereax® battery in a miniature medical implant product (value to Ilika of £700,000 over 18 months from March 2017) > we bought MS Project and Yvonne is just putting down the PID
• Commenced a development programme to integrate a Stereax® battery with a photovoltaic energy harvesting solution from Lightricity (ex-Sharp) (value to Ilika of £320,000 over two years from July 2017) Yvonne has had a busy month
• o Secured a deployment programme with Titan Wind Energy, China's largest wind turbine manufacturer, to use Stereax® M250 batteries to power strain sensors for turbine blade condition monitoring (value to Ilika of £400,000 over two years from March 2018) we are not sure about IP as we are working with Chinese who are sure to rip us off – but hey ho what have we go to lose and we aint done nowt yet – except got a signature
· Continued to implement the Stereax® roadmap to achieve increased capacity per footprint and miniaturisation requirements – And – go on – have we gone from 1:25000 – to 1:50000
· Executed the following materials development programmes:
o plasmonic lenses and Heat Assisted Magnetic Recording (HAMR) materials with Seagate and????
o battery materials with Johnson Matthey
o game changing energy materials with Toyota and
o aerospace alloys in collaboration with partners including Rolls Royce, GKN and BAE Systems.
· Expanded proprietary IP with patents granted in USA for core-shell catalysts for fuel cells
· ISO 9001Certification achieved in December 2017 – Your having a laugh – you have only just achieved ISO 9001
Financial Summary
· Total revenue for the period £1.0m (H1 2016: £0.3m)
· Loss per share 2p (H1 2016: 3p per share)
· Cash balance at period end £3.9m (H1 2016: £7.1m) we burnt a lot of your cash – erm we can account for it – but we may need to go back in your pockets again – just so we can fill the hot air bag and produce more ‘highlights217;

[varies] 09/1/2018 09:30

Cash burn seems to be about £3 million p.a.
So more cash will need to be raised within the next 15 months unless IKA finds a collaborator willing to carry IKA into large scale production.

[alanrussell] 09/1/2018 08:49

loss for half year 1.5
cash at half year end 3.9
Stereax revenue (not profit) noted in results over next two years 1.4
cap 16.5
Mmm - methinks 2018 is going to be "interesting"

[18bt] 09/1/2018 08:33

well, there is some progress in these results. It needs to pick up steam - if it does, the stock will be highly sensitive to new contracts, both ways.

[obi_trader] 09/1/2018 08:24

horneblower, i sincerely hope that this trade will work out for you and the others that have invested in the stock. i can see clearly what the company want to achieve and the vision in the solid-state battery technology market and i really hope that the company achieves its objective.
= thanks and have a good one :)

[obi_trader] 09/1/2018 08:17

malnu, you are obviously long the stock and very emotional about your position? rule number one in trading always leave your emotions out of it. but more importantly i think you are gravely mistaken to think Ilika is akin to google, apple, bhp in their early days. i hope that this is not the reason why you are long this stock? these companies you mentioned at least had a product that was in the market but their issue was that there was no market traction for their product, which is always a good problem to have. but Ilika's flagship product is still in its development stage and the company directors have the guts to announce for themselves in august 2017 the following " The options were awarded as part of the company's bonus scheme where 50% is payable as cash and 50% is deferred into options for one year, subject to continued employment"...so they are taking cash out of a company that needs it to develop its products....my opinion they should all be fired
For even companies like bmw do not see the full launch of solid-state battery technology until 2020???
There must be a reason why a year ago the stock price was around 50p and today its 20p??
3 years ago it was 90p.
the stock price today is trading at 2014 price levels?
but as i said in my initial post, and may i kindly quote myself, "if you are long this company good luck and i sincerely hope that it works out for you in the long term"
= please i am not saying if you are in the stock to get out as your reasons for entering the trade might still be very valid, i only came across the stock yday, so im faily new to it.
= thanks and have a good day :)

[horneblower] 08/1/2018 11:12

malnu,
It cheers me up that you are still optimistic about Ilika.
Have I missed something, as most of my optimism has crumbled?
I have to say that I have sympathy with obi_trader's views...
Perhaps Ilika WILL suddenly announce that they have actually sold something or got something licenced for manufacture.
As you said a while ago, patience is required...(after waiting two years already!).
Hey ho... at least my Asiamet is performing well. I am tempted to sell up IKA and put the lot on ARS, which is set to treble at least.

[malnu] 08/1/2018 11:02

Obi-trader. You clearly have no understanding of how a small company emerges into a large one. Go and do some research on the early days of Google, Apple, BHP, etc. and you might become enlightened. By the way, do you work for nothing by any chance. Never ceases to amaze me how these BBs attract such nonsense.

[the stigologist] 31/12/2017 08:32

Nobody cares about your £1 holding. You're clearly a amateur if you go around investing £1 in stocks

[shavian] 31/12/2017 07:30

Read the last para of this article to see the future for battery tech



The way into this stuff is via Versarien, which owns 85% of Cambridge Graphene.

NB I hold a 'lottery ticket' sized holding in Ilika but see no reason to add toit just yet.

[horneblower] 14/12/2017 08:48

Hi, longsight.
Yes, solid state batteries could be the holy grail. Unfortunately, Ilika's current system of manufacturing them is unlikely to be competitive imo. Having gone extremely quiet for the past nine months perhaps they are working on it for Toyota. One lives in hope.

[alphapig] 04/12/2017 16:50

Misleading rns, on first look they've bought over 8% of the company in one go, but they've just added 1%. All the buys over the last couple of weeks must be theirs!