Ilika Share Discussion Threads

[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.

[pugugly] 06/7/2021 16:55

Presentation sounding very encouraging at the oment - One to hold for say up to 5 years to get full benefit.

[meetoo1] 06/7/2021 13:14

Keep your conspiracy vaccine theories to yourself. This is not the place.

[shammytime] 06/7/2021 09:05

I guess a few suckers got duped into selling this morning. Probably the same people who took the experimental vaccine.

[volsung] 06/7/2021 08:13

That is what the market is for

[paulisi] 06/7/2021 08:13

All start ups need to generate cash to expand....

[nw99] 06/7/2021 08:00

Raising money again

[robertspc1] 06/7/2021 07:15

Fairly bland results statement. Maybe the analysts meeting this morning will tease a bit more out especially re the potential acceleration of Goliath manufacturing etc. Suspect that Goliath is on the radar of some Auto OEMs, particularly JLR

[nw99] 06/7/2021 07:06

Ilika is looking to accelerate its plans for the scale-up of its Goliath technology such that it can reach a point of manufacturing readiness. These plans would require additional financing to realise, with potential sources of financing including additional government grant funding, equity financing and investment from strategic partners. The Board's confidence continues to build in the commercial opportunity for Ilika's technology across the large markets it addresses and this will provide a strong platform for future growth.

[robertspc1] 06/7/2021 06:09

Big run up after the recent sharp fall. Results and presentation today. Unless they release some positive news re Stereax orders or Goliath tech progress, suspect the shares will drift again. But positive news on either front would change sentiment

[montynj] 05/7/2021 13:52

By the way, which US growth guys do you subscribe to..I'm with Matt McCall, Jonah Lupton and Luke Lango