Ilika Share Discussion Threads

[nw99] 02/12/2020 14:16

Take some off the table here with overseas battery stocks weakness

[robertspc1] 29/11/2020 20:48

Apparently QS market cap is c$16bn... that's c90x the value of Ilika

[robertspc1] 27/11/2020 15:42

Wow ... QS up >40% must value them at c $5bn v £140m for Ilika ie 35x

[robertspc1] 27/11/2020 12:39

For those that are interested in SSB's, QuantumScape starts trading on the NYSE with ticker QS. Multi billion $ valuation, EV batteries in production 2024/25. Similar timeline as Ilika is targeting, they just need to ramp up Goliath with the UKBIC and get a global OEM partner. Govt keen to support UK battery sector inc gigafactory etc so expect more investment post Brexit.

[robertspc1] 27/11/2020 08:57

Dyson won't sell their batteries to their competitors of which there are many. Also SSB's are Ilika's core business so they should be able to match Dyson tech

[tradertrev] 27/11/2020 08:47

Opportunity yes, but heightens risk of far better resourced competitors getting there first, surely.

[robertspc1] 27/11/2020 08:43

Big tech announcement from Dyson today .. focus on improving & deploying their own SSB's. Demonstrates the opportunity for Ilika in consumer electronics

[robertspc1] 26/11/2020 09:14

In fact there is a great interview out today on yahoo finance with the QS CEO. Certainly makes the case for SSB's as the next big leap for EV's

[robertspc1] 26/11/2020 08:51

Bit of a tug of war at the moment between buyers and sellers... but long term the medtech, IoT, consumer electronics and EV markets are all high growth markets where solid state batteries will become a key technology. Short term will be interesting to see the QuantumScape IPO as the SPAC deal closed yesterday

[mauricemonkey] 25/11/2020 22:32

Well, I sold half here - I anticipate unexpected costs and disappointments in the near to mid term as they try to set up a manufacturing plant with what appears to be very little manufacturing experience. Happy to be educated why I am wrong but I suspect I'm going to get a chance to buy back cheaper in the next 12-18 months. Hedging my bets by keeping half though ;)

[this_is_me] 25/11/2020 13:24

My small shareholding is worth more than 3 times what I paid last year. If I had bought a large amount I would probably have sold enough to cover my buying cost by now.

[horneblower] 25/11/2020 08:43

What's the name of that special award given to those extraordinary people who manage to kill themselves by doing the most amazingly stupid things?

The darwin award?

[robertspc1] 24/11/2020 20:54

I guess we will find out when the orders come through

[supernumerary] 24/11/2020 19:09

Or, on the other hand, no fab is interested in investing in Stereax production.

How can one distinguish between those two cases?

[robertspc1] 24/11/2020 17:23

This is an interesting "pivot" by Ilika who were still talking about the FAB route only two weeks ago. The new "Technology Transfer Director" needs a new job title !! In house manufacturing will mean quicker deployment and better control, without much additional capex as they were buying the tools anyway. They must also be very confident in the Stereax orders to go down this route.

[robertspc1] 24/11/2020 08:15

Suspect so ... they made reference to more grant funding recently. I think the UKBIC has changed their thinking. Provides ready access to latest battery manufacturing technology and scientists without the set up costs.

[this_is_me] 24/11/2020 08:14

Keeping hold of the manufacturing means keeping hold of the IP as the process is developed as a result of lessons learned through the scale up. the experience will also make further scale up easier as their engineers get experience.

[shieldbug] 24/11/2020 07:59

I wonder if they see advantage/support to UK manufacturing.

[grabster] 24/11/2020 07:55

Some of the requisite tooling already purchased, as previously announced.

[paulisi] 24/11/2020 07:49

Gone for the in house manufacturing option. Might need to raise more cash to fund

[robertspc1] 21/11/2020 09:56

Also worth a listen to expert Dr Colin Herron on this weeks BBC Tech Tent podcast. Lithium battery improvements limited to c20%. Solid state batteries are the future in phones, laptops and then EV's. Ilika collaboration with UKBIC will be crucial

[robertspc1] 18/11/2020 20:27

QuantumScape deal closing on 25 Nov. Acquirer KCAC moving up ahead of deal. QS multi $bn valuation will shine a light on IKA. Don't expect company will be independent in 5 years time

[this_is_me] 17/11/2020 14:45

Yes looks good!