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Share Name Share Symbol Market Type Share ISIN Share Description
Ilika Plc LSE:IKA London Ordinary Share GB00B608Z994 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -2.50 -1.91% 128.50 125.00 132.00 132.00 126.50 128.50 402,648 15:52:36
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Alternative Energy 2.3 -3.8 -2.5 - 202

Ilika Share Discussion Threads

Showing 3876 to 3898 of 5100 messages
Chat Pages: Latest  156  155  154  153  152  151  150  149  148  147  146  145  Older
DateSubjectAuthorDiscuss
08/12/2020
21:50
Here was IKA CEO recently on QS ..QuantumScape (NYSE:QS) due to go public in the fourth quarter and agreed to merge with Kensington Capital (KCAC). The electric-car stock will trade on the New York Stock Exchange under the ticker QS.The enterprise value of the new company is estimated to be worth $3.3 billion. The company builds solid-state lithium-metal batteries, which some believe are safer than conventional liquid-state batteries.DirectorsTalk caught up with Graeme Purdy CEO of Ilika plc (LON:IKA) to ask if its Goliath solid-state batteries can compete with such well-funded competition.Graeme Purdy told us, "Well, if you look at the roadmap of some of our competition, they are not dissimilar to the ones that we've been publicising and talking to partners about so in terms of the availability of our Goliath prototypes for evaluation, we're very much on the same track.One of the reasons for QuantumScape's large, planned IPO is that actually they're planning to build their own, let's call it a 'Gigafactory' with the capacity to be able to manufacture those batteries. So, rule of thumb is that these plants cost between half a billion US to 750 million US per gigawatt hour, so they're big investments. That's part of the reason why QuantumScape are raising such a large amount of capital in order to fund that.We've chosen a different route in that we will be going through the UKs national facility, the UKBIC, as the first step and then scaling up through a JV with an existing cell manufacturing company to get to the gigawatt scale.So, we haven't quite got the same demands for capital investment and I believe that we've got a very skilled, perfectly formed, development team in our organisation and we've made great progress over the last six months and expect further progress going forward."Ilika plc is a pioneer in a ground-breaking solid state battery technology able to meet the specific demands of a wide range of applications in MedTech, Industrial IoT, Electric Vehicles and Consumer Electronics.
robertspc1
08/12/2020
20:05
Very interesting videocast - QS very confident in their tech but lots of challenges in scaling up and manufacturing at scale. I still think they aren't that far ahead of IKA to justify the 100x greater valuation. And remember Tesla just raised $5bn so acquiring IKA would be small change to get them a position in SSB's
robertspc1
08/12/2020
15:48
Lots of interest in QuantumScape today. Mkt cap now $19bn. They have released new performance data on their SSB's and video presentation imminent.
robertspc1
02/12/2020
22:53
Watching and waiting for renewables, electrification and batteries to become the accepted wisdom... and for SSBs to be the next leap forward. Obviously you may take a different view that's how markets work
robertspc1
02/12/2020
16:41
Understandable but long term opportunity remains ... I think they will follow the Ceres Power model of bringing on board a number of strategic partners to enable rapid scale up and then move to a highly profitable licensing model. Hopefully the valuation will follow a similar trajectory... CWR has gone from c£100m to £1.4bn over the last 5 years or so
robertspc1
02/12/2020
14:16
Take some off the table here with overseas battery stocks weakness
nw99
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
robertspc1
27/11/2020
08:47
Opportunity yes, but heightens risk of far better resourced competitors getting there first, surely.
tradertrev
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
robertspc1
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 ;)
mauricemonkey
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.
this_is_me
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?
horneblower
24/11/2020
20:54
I guess we will find out when the orders come through
robertspc1
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?
supernumerary
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.
robertspc1
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.
this_is_me
24/11/2020
07:59
I wonder if they see advantage/support to UK manufacturing.
shieldbug
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