Ilika Share Discussion Threads

[tp5588] 07/7/2021 13:49

Oh come on, it’s been that way since the Ark. Gov’ts have always supported industry to varying degrees. Anyway, we seem to have moved off topic from last night’s presentation towards economic theory….zzzzz

[jimmyann] 07/7/2021 12:44

Rogk full of sh..!

[pugugly] 07/7/2021 12:37

Rogk:- Another one for the filter list - A know knowt.

[tp5588] 07/7/2021 12:35

That’s a softball… The Gov’t funds expansion -> the Co grows -> The Economy grows -> Gov’t gets increased PAYE/CT/VAT/IHT. The book I got that from had big writing & lots of pictures.

[jimmyann] 07/7/2021 12:31

Rogk, You really are a dingbat!! Government doesn't give away the tax payers money because they have nothing better to do. You really seriously are stupid!!

[jimmyann] 07/7/2021 12:11

Rogk, I rhink the brain cells of the Ilika board is way beyond your comprehension.
I understand you don't like or believe in Ilika. That is just fine Go invest somewhere else.

[tp5588] 07/7/2021 12:11

Wasn’t the £15m a brokers forecast, or did the company actually say it? Anyway, just email the Co & ask for clarification. You shouldn’t beat yourself up (too much) for not asking during yesterday’s Q&A

[jimmyann] 07/7/2021 12:04

I only see him slam Ilika.
I believe in this company. I have been here almost since the beginning.
The day trader's are the downfall.
The board doesn't give false dreams. If anything they are conservative. Ilika has a skilled board and management.

[tp5588] 07/7/2021 11:39

Lol. Rogk (one of them at least) is actually a pretty smart guy who for some reason just enjoys toying with us.

[jimmyann] 07/7/2021 11:13

Rogk, you are the bad smell. You never ever give up pulling Ilika down. Go away you nasty little toad. We don't need your negativity. Go invest somewhere else!

[jimmyann] 07/7/2021 11:13

Rogk, you are the bad smell. You never ever give ip pulling Ilika down. Go away you nasty little toad. We don't need your negativity. Go invest somewhere else!

[tp5588] 07/7/2021 10:06

‘cause it’s good for the company & good for shareholders. If funding is available – why the hell not? Gov’t incentives are being used for the new Nissan plant & the whole Faraday Challenge is exactly that, £246m plus change. At the end of the day it doesn’t really matter where the money comes from but less shareholder dilution isn’t a terrible aspect to consider.

[tp5588] 07/7/2021 09:38

I’m not sure there’s any doubt they can max out the pilot line & would have done so if Covid hadn’t hindered production & made “doing business” more difficult in general. Hence the 70x increase in production facilities coming on line. Why do it, if you don’t need it?

They mentioned X 2 in the briefing that just one of their customers has indicated they could soak up the entire 70 x capacity. Wouldn’t go off & say it’s a done deal but it’s not bad news. If it does happen then the licence deal door opens.

Forecast 15 -12? Don’t know. Things may have changed in terms of pricing and/or production costs. The B/E point hasn’t shifted & at the end of the day we’re talking about a forecast which inherently have a tendency to shift & are never exact.

In general, I liked what I heard. They’ve got a plan(s), seem focused & have made good progress across a number of fronts.

Not sure it’s been posted on here: IKA have been “lobbying” the Gov’t re funding:

[tp5588] 06/7/2021 22:58

Just listened to it. Agree with 3933 & 3936 above. Rogk, typed in the wrong URL (again)? :) Just curious, what would have made you happy? Alternative views can be useful & provide balance imo

[ppmm] 06/7/2021 22:42

But I suppose as they did say in the meeting, a number of the areas they have made progress on this year should shortly result in more confident statements and less uncertainty? I’d have thought it’s a difficult business to put a value on in any takeover.

[wardsi2005] 06/7/2021 20:56

I'm holding for the long term, I'm just worried that their lack of focus on the share price (and that includes both their brokers, who should be pushing it)will make them open to a hostile takeover - which will give short term upside but then that's it & the current management team could be out of the door !

[ppmm] 06/7/2021 20:31

I was intrigued to get a better understanding of the approach taken by directors as in my opinion the company's current financial info is of little relevance compared with the potential post full battery development. I found them confident, knowledgable, very open and focused on the final product, the main goal and not willing to waste time and effort in the meantime massaging the interim share price or reassuring uninformed shareholders. It’s given me the confidence to continue to hold for the long term.

[robertspc1] 06/7/2021 20:30

It's a short v long term game. Short term likely disappointing... scope for Stereax delays and Goliath seriously underfunded v rivals. But definitely a long term unicorn possibility if they deliver Stereax sales and get a deep pocketed Goliath partner.