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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
  -1.50 -2.44% 60.00 58.00 62.00 61.50 60.00 61.50 118,659 14:17:31
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Alternative Energy 2.3 -3.8 -2.5 - 95

Ilika Share Discussion Threads

Showing 5051 to 5074 of 5250 messages
Chat Pages: 210  209  208  207  206  205  204  203  202  201  200  199  Older
DateSubjectAuthorDiscuss
20/1/2022
17:39
Question - Will you be licensing Stereax IP to your larger clients in coming years? Graeme Purdy CEO _ Definitely yes. We have customers in our existing portfolio of clients who have addressable markets for their products which are much larger than our FAB's capacity. A key part of our strategy is to license our IP. We will be offering those customers the opportunity to license our IP to either fabricate Stereax batteries for themselves or take the license to a 3rd party FAB to produce the batteries for them.
jbgoodenough
20/1/2022
17:32
Question - How confident are you in achieving your forecast increases in Goliath KW/H Graeme Purdy - Very confident. We have a long-standing best in class team that continues to meet our milestones.
jbgoodenough
20/1/2022
17:27
Graeme Purdy - Ilika is in the leading group of cell designers for Goliath scale batteries
jbgoodenough
20/1/2022
17:18
The £12-13m gross is far higher than I expected. Particularly, as the end game on Stereax is the licensing model, not own-production.
concentrate
20/1/2022
17:16
Question: Can you confirm that you will be selling Stereax product made in FAB1 from FY 2023 which starts in May 2022? Steve Boydell - Yes, I can confirm that we already have pre-orders which we will be fulfilling in the second half of 2022 from FAB1 (once product validation has been completed).
jbgoodenough
20/1/2022
17:14
Question: What are the relative merits / demerits of sulphide electrolyte solid state batteries (as used by Toyota and Solid Power) vs oxide electrolytes (as Ilika uses) please? Graeme Purdy - Sulfides are very malleable and have lower internal cell resistance than Oxides, but they are very expensive compared to oxide electrolytes (10x the price)
jbgoodenough
20/1/2022
17:11
Graeme Purdy (CEO) speaking live - FAB1 will produce £12-£13 million gross when fully utilised.
jbgoodenough
20/1/2022
17:10
Steve Boydell (CFO) speaking live in the Half Year Results Investor Presentation - Stereax margins will be ~50% and we expect that Stereax sales will be net positive to the balance sheet from 2023 - i.e. Stereax earnings will offset Goliath development costs in 2023.
jbgoodenough
20/1/2022
16:07
Why don't you just go elsewhere then Supernumerary and leave this to the long term shareholders who want to hold it?
jbgoodenough
20/1/2022
15:36
Ilika was listed in May 2010, start of FY23 will be their 12th anniversary. Since then it's delivered nothing of significance, only promises, disappointments, losses, and requests for more handouts. One can believe that will all change this year, but I remain sceptical. We await events...
supernumerary
20/1/2022
15:20
The only people 'worrying' or 'disappointed' are the non-shareholders, notably the ROGK/BuzzThomas and Phil2003, who having made bullish posts sold their shares (much much lower). If you are 'worried' or 'disappointed' sell your shares to stronger hands who wish to hold them and go elsewhere. The RNS this morning was unequivocal that Stereax production capacity has been built on schedule and to budget. At the same time "giant leaps steps forward" have been made with Goliath - quite the statement from Management who over the years have been keen to avoid hyperbole and instead concentrate on delivering on their projections. Commenting on the results Graeme Purdy, CEO of Ilika, said: "Our Stereax manufacturing facility has been implemented on time and on budget, despite significant supply chain disruption. I'd like to thank our employees, partners and shareholders for their support in making this happen. At the same time, our Goliath technical programme has made giant steps forwards particularly in operating temperature and cycle life, the equity placing completed in July 2021 will allow us to continue to progress towards manufacturing readiness."
jbgoodenough
20/1/2022
14:32
Only a fool would try and trade this stock (spread) ?!?.. My genuine worry is (against backdrop of increasing losses) all their strategic partners have ended their partnerships and vanished without placing commitments/orders. What do they all know that we don’t?
phil2003
20/1/2022
13:27
Rogk the clown and his day trader friends out in force. Absolute sh...e being touted as usual. If there is so much wrong with this this stock and management then go elsewhere. No of course you won't!! The only problem with this stock are the smelly day traders!
jimmyann
20/1/2022
12:12
OK, I see the discrepancy - they're talking Financial not Calendar Year. Given their FY 2023 starts 1 May 22, that means they're planning to start Stereax production some time after that date, say 2H2022 as most of us would think of it. Not as bad as I'd feared. But in sorting this out, I went back through some old Ann Reps. Interesting what you find - this for instance from the 2019 Annual Report: ------- Implementation of Stereax® development programmes with five commercial partners: 1. Combining with Lightricity photovoltaic technology for high-value asset tagging 2. Deploying with Titan Wind Energy, in condition monitoring devices for wind turbines 3. Developing and deploying track monitoring devices with Network Rail 4. Demonstrating an autonomous smart sensor card for environmental sensing 5. Developing batteries for miniature medical implants with a leading bioelectronics company ------- What's happened to all of these? Are any of them going to turn into orders?
supernumerary
20/1/2022
12:11
FY 2023 starts 1 May 22. But yes sales will inevitably be slow as this is cutting edge technology. FWIW I think IKA will be on the radar for many corporates, but everyone is watching and waiting
robertspc1
20/1/2022
11:47
Not sure why people think sales commence next quarter. This is what's said about Stereax, the most advanced format: 'Commercial sales are expected to start in FY 2023 following product qualification. Product sales will be ramped up to match demand from a portfolio of customer new product development (NPD) programmes, with an initial focus on miniature medical devices.' So 2023 it is. Or may be. And it doesn't look as though any customers have yet committed to meaningful orders, which is very disappointing. As for Goliath they're going to ramp up production to 10kWh/week at some time before they hit manufacturing readiness in 2024. 10kWh is less than 1 Powerwall/week so that's barely enough for experimentation let alone production. At least it's good to see they're hitting their planned timelines; just a pity it's Graeme Purdy setting them...
supernumerary
20/1/2022
11:22
https://www.proactiveinvestors.co.uk/companies/news/971684/ilika-s-graeme-purdy-presents-financial-position-and-advancement-plans-for-stereax-and-goliath-971684.html
tp5588
20/1/2022
10:03
Classic don't tell em anything statement. Management are clearly very good poker players. No one has any idea what cards they are holding. Could be a full house, royal flush or ten high. One by one the cards will be revealed but reluctantly
robertspc1
20/1/2022
09:22
The loss is expected and perhaps lower than feared, hence the slight rise in share price "Continued technical progress with the Goliath development programme, including increased cycle count, reduced operating temperature and increased energy density" ....yes, yes....but from what base? At some point they MUST give us the figures, but they are clearly not good enough yet, or they would be shouting them from the rooftops. "Giant steps". What a stupid pun. What other kind of steps is Goliath going to make? Purdy continues to mince his words as he has done over all the years we've been watching. The shares may well be a buy as they are a ramper's delight but not on any perceived technical merit. Beware.
horneblower
20/1/2022
08:59
Phil, samples aren’t free. Why don’t you contact them and ask for a free one then? These are important points that need to be correct.
kenjen1
20/1/2022
08:41
Yes, I noticed the introduction of the words “giant steps” taken in terms of Goliath’s progress in cycles and operating heat reduction. Quite bold words for a normally conservative management.
malnu
20/1/2022
08:35
“Ilkia has been working with solid-state battery technology since 2008 and has developed a type of lithium-ion battery, which, instead of using liquid or polymer electrolyte, uses a ceramic ion conductor.” 14 years development, 100’s of free samples and next to no sales, very disappointing
phil2003
20/1/2022
07:53
A tiny annual loss whilst building a world leading capability within solid state batteries! I’ll take that given sales commence next quarter. Biggest give away (giant strides) being made in Goliath:)
kenjen1
20/1/2022
07:24
Question How much down on opening? At least double digets (imo)
pugugly
Chat Pages: 210  209  208  207  206  205  204  203  202  201  200  199  Older
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