Ilika Share Discussion Threads

[dartboard1] 14/1/2021 21:32

Agree... Graham also mentioned ... very casually ... if Goliath pans out that they will in time look at entering a JV to build a gigafactory with a partner ... that would ordinarily cost £750m.. and would only need to issue equity to the partner for their technology...

[robertspc1] 14/1/2021 21:22

Investor call pretty much as expected but they are a clearly talking to potential Battery/OEM partners already. The next positive news flow will be a grant award from Faraday Battery challenge for Goliath scale up ... sounded like it's imminent

[phil2003] 14/1/2021 20:41

Thanks Dartboard

[dartboard1] 14/1/2021 20:29

Two of the big points on the update: unfortunately not mega bullish ones... Someone asked about the Toyota patents. They jointly hold them, however both of them can use them independently, so Toyota won't pay ilika if the tech is in Toyota batteries (good work management).Two, Nasdaq. They said they would consider it ONLY after performance data is available from Goliath ... so hey...

[dartboard1] 14/1/2021 20:24

Yes, it was answered ... but not much detail. They take a bottoms up approach and blah blah, a small percentage of that and they are happy with that.

[phil2003] 14/1/2021 20:21

Got called away so I’ve no idea if they answered my question about % of the £84Billion EV battery market (2025 projection) they’re targeting via their own factory and licensed (outsourced) production?

Anyone hear a response in Q&A?

[aja2] 14/1/2021 19:10

I listened in on the presentation. No intention to have a US listing.

[nw99] 14/1/2021 15:06

Makes a lot of sense thank you

[ahmad33878] 14/1/2021 13:59

I am in US and not sure if I can attend the investor meeting, can someone please ask this following question and post the answer here I will be grateful :

1) "will Ilka benefit from the shared patents with Toyota if Toyota comes up first with a solid state battery" ?

2) "does Ilika have any revenue source currently if yes what are the sources" ?

thanks in advance

[robertspc1] 14/1/2021 12:38

That's a load of nonsense... management are far too conservative to get caught up in the NASDAQ bubble. Rightly IMHO

[actybod] 14/1/2021 11:19

Good observation

[jimbo123elf] 14/1/2021 11:18

Justin Waite thinks the use of dollars in today's report could be a sign we are contemplating a NASDAQ listing.

"Completion of an over-subscribed £15m ($20m) equity placing, providing working capital to support operations until the Company reaches cash flow break even"

[al h] 14/1/2021 11:07

Analysts starts with Anal for a reason you know ... especially when it comes to all things financial.

[al h] 14/1/2021 11:06

You've got to laugh at the trading on this and many other shares at the moment ... all these single digit trades that are clearly not real punters ... just moronic QE algos at work perhaps ?

[techtrader5] 14/1/2021 10:42

Positive update but nothin new

[robertspc1] 14/1/2021 10:27

Analysts briefing should be finishing around now... let's see what they have to report

[this_is_me] 14/1/2021 10:26

Back above £2; that is up 20% after this morning's reassuring announcement.

[big7ime] 14/1/2021 10:19

EV batteries are a pink elephant here or is it red herring?
IKA is in the micro battery space.

[shstt1] 14/1/2021 10:10

Keep em comin..

[robertspc1] 14/1/2021 10:05

I was an ITM shareholder for a couple of years and everyone moaned about lack of orders... takes time for customers to put faith in new tech especially from small companies. Same thing with Ceres and Invinity, many investors took profits (inc me) but in reality sold too early. Happy I built a large stake below £1 from Parkwalk and other sellers

[tp5588] 14/1/2021 09:56

Horneblower, you keep going on about 70x an "unknown number". You mentioned it a few months back & I thought you were joking. Anyway, have a look at 10.30 mins in

I’m pretty sure that slide has been in multiple presentations.

There’s an investormeetcompany forum today at 4.30 where queries can be put to the company. I hope it’s not like last time where people didn’t take the opportunity but instead decided to post a wrath of questions on here the very next morning. Bizarre.

[robertspc1] 14/1/2021 09:43

ITM market cap >£3bn... 2019/20 revenue £3m... look forward not back

[shstt1] 14/1/2021 09:34

The future is Solid, you know it

Only a mad person sells now

A multi-Billion pound co in the making

Buy the dip