Ilika Share Discussion Threads

[nw99] 09/3/2022 09:24

Added again thanks

[kenjen1] 09/3/2022 09:17

Interesting timing and price ticking up slightly

[horneblower] 25/2/2022 23:19

You may be right, robertspc1, but I think the reverse is true.

Imo, the Stereax micro-batteries may become commercial in the next two years as they could possibly carve out a niche market to themselves.

I'm afraid that Goliath is almost certainly a dodo.

[robertspc1] 25/2/2022 23:07

Anyone investing on the basis that IKA will have a mass market Goliath EV battery any time soon hasn't been doing their research. Next 12-24 months is about Stereax getting commercial traction and Goliath progressing tech development and manufacturing plan. This is not a ST trading play, its a long term bet on SSBs. I'm happy on that basis

[tp5588] 25/2/2022 10:54

Rogk, to a certain extent I agree (re Stereax). One thing that does bug is that everything takes so long. Stereax licencing didn’t happen in 2016/2017 etc. They’re now doing the own manufacturing route & it damn well better be successful. There are no more excuses left in the bag for that one

[tp5588] 25/2/2022 10:20

The thing that struck as important was the focus scale manufacturing costs and viability as well as ( and not just) getting the best product.

[tp5588] 25/2/2022 10:10

Re (B): The 2 year/8 year thing was in relation to the market as a whole, not specifically IKA
Re (C) not a fact, your opinion
Re (A) It is a fact. There’s no visibility on orders because they didn’t talk about it
Re (D) There’s no visibility on what the guy had for breakfast…. because ...(wait for it) ...they didn’t talk about it

[phil2003] 24/2/2022 11:06

So they are (hopefully) 2 years away from manufacturing an extremely expensive EV battery, hence the constant reference to supercars which, they naively believe, have healthier profit margins and can support the higher cost.

And 8 years to (hopefully) produce the world beating EV battery for everyday cars.
With these timelines it’s a good job the largest auto makers in the world don’t have their own specialist and commercially savvy in house teams and strategic partners working flat out on battery tech as we speak, duh

In summary..

(A) No visibility on (tiny battery, internet of things, medical) stereax orders.
(B) We’ll have to wait another EIGHT YEARS for them to (hopefully) be ready to supply the commercially agreeable mass market EV battery that most people have invested here for.
(C) All Goliath strategic partners (both supercar and everyday car manufacturers) are equally unimpressed at the Goliath offer and the glacial pace of NPD and have now walked away.

As more facts are made available, This company feels more and more like yet another academically run, uncommercial, grant funded cash burner..
Any counter-rants to the FACTS above welcome.

[robertspc1] 23/2/2022 16:20

Highly recommend the etech49 podcast interview with IKA sales director John Tinson. Very detailed explanation of Stereax and Goliath development etc. The doubters in particular should listen carefully. IKA management know what they are doing

[phil2003] 14/2/2022 11:10

Another day, another PR disaster revealing no strategic partners left for Goliath, another share price slump.. £1 next

[kenjen1] 12/2/2022 15:16

Yep, that will be it. You’ve worked it out.

Hoping the articles this week on Sky about British volt will get the company thinking about Goliath as much as stereax!

[phil2003] 11/2/2022 18:39

Kenjen,
They need to spend the government grant on something, staff as good as anything

[kenjen1] 11/2/2022 13:26

Yeah that’s why they are currently advertising for around 10 new roles. Because the don’t have a full order book or huge confidence in their product! Chortle chortle…

[phil2003] 11/2/2022 12:38

All this companies strategic partners have walked away from Goliath development, meaning (regards ev) what we have here is an uncommercial government grant funded research project.. seen far too many of these (invariably run by air headed academics who understand nothing about the commercial world) go to the wall.

8 years on.. if Goliath so great, why have all the car manufacturers walked away?
Jam tomorrow, dreamers punt

[robertspc1] 08/2/2022 09:52

So I don't expect imminent EV partnerships as they are looking at high performance batteries where cost is less of an issue but energy density, weight and charging are market leading. Hopefully Aston, Ferrari, Bugatti, McLaren et al are all watching carefully

[robertspc1] 08/2/2022 09:48

Have listened carefully to all the recent management presentations etc. Stereax is likely to be the main focus for a while which is understandable. On Goliath they seem very confident both on technical development and developing the manufacturing blueprint. They will focus initially on consumer electronics then EVs but with Hypercars and Supercars not mainstream EVs.

[paddyfool] 08/2/2022 07:59

But they need an innovative platform or start from an earlier stage, so their journey has considerable value. That said remember Calluna?

[dartboard1] 07/2/2022 20:09

People posting other large vehicle manufacturers entering the solid state research field think it's positive for ilika ... it's the opposite ... much better capitalised orgs will overwhelm what ilika can bring to the market with their limited capital

[jimmyann] 07/2/2022 18:16

ROGK,
A moron!

[jimmyann] 07/2/2022 12:05

Here goes ROGK with his positive comments. The share has risen so ROGK is there to pull it down. What is it with this idiot?? Go get lost loser!!

[kenjen1] 07/2/2022 12:04

I think Ilika is pencilled in for government investment not outward at this stage. This is cutting edge tech that government will want to remain in U.K. ip protection. Anyway, suns shining and we are up on the day