Ilika Share Discussion Threads

[kenjen1] 11/5/2023 10:46

Nice one! That’s great news! Onwards and upwards over the rest of the year

[malnu] 11/5/2023 10:44

Process qualification and HALT testing is complete.

[kenjen1] 11/5/2023 10:05

So process and qualification must be complete or at a level they are comfortable with. Good job all. Can’t see this going higher until us opens but you never know :)

[babbler] 11/5/2023 08:05

Fek off... politely

[blackhorse23] 11/5/2023 08:04

Time to get out & reinvest in GATC [LSE]

[robertspc1] 11/5/2023 07:37

As usual they have been getting on with things quietly in the background. Shipping stacked M300 batteries is a key milestone for Stereax and the Cirtec deal is moving along. Both Stereax and Goliath have big potential under a licensing model so will continue to add to pension pot

[kenjen1] 11/5/2023 07:13

Wow, first shipments of m300! Well done ilika. Fantastic Rns and lots of hard work must have been going on. I stand corrected. Commitments to market and customers met! Well done again!

[kenjen1] 10/5/2023 07:25

Investigative journalist eh? Assuming you mean Cirtec. Perhaps you have been talking to the wrong company. :)

[phil2003] 09/5/2023 13:25

Duh… the lack of initiative here is worrying
Do what the journalists do.. Ring up Cirtec, ask to speak to someone about your m300 shipment and all will be revealed.

[kenjen1] 04/5/2023 17:52

If the m300 is being shipped then I agree that no need for regular updates as that would mean process and product qualification is done. :)

[kenjen1] 04/5/2023 16:31

Yeah but my point was there are different products and the most sought after seems to be m300 sorry if that’s wasn’t clear 👍

[concentrate] 04/5/2023 14:11

Noting in addition to the above that it is pretty clear that they have struggled to produce a reliable product internally.

The use of an external manufacturing plant was celebrated as an increase in capacity - but reading between the lines, I agree.. they have struggled.

We still haven't formally heard on the process/product qualification etc.

I imagine it is because they are still struggling to reliably deliver product. Shipments are probably now on-going, but with an unacceptable rejection rate.

All my own speculation.

[concentrate] 04/5/2023 14:09

Imagine if kenjen was correct and it was a requirement for listed companies to RNS every shipment of product. 7am would be a nightmare.

On a serious note, there is no suggestion that shipments haven't continued. Presumably they picked a customer who was also happy for the publicity to announce "first shipment to xxxxx" as a positive news story. The first shipment is a reportable event. The second shipment is not.

I could be wrong, but my thoughts are that they have probably shipped to multiple customers.

[kenjen1] 04/5/2023 13:49

So was the shipment to Blink Energy a market feint. Ilika have 18 customers and yet only one got a shipment, why? Is it because m300 stereax still hasn’t found the stability and performance it needs and that ms what other customers are after?

The price and shareholder value continues to drop away and I don’t understand why, unless of course the first shipment of stereax was actually a market feint to avoid the discussions around why after m300 batteries were promised last may we are still waiting. Thoughts?

[robertspc1] 24/4/2023 20:37

Some quite funny comments on here. Like the glorified watch battery comment. Agree management are pedestrian in action and outlook. But still the possibility that someone will value their tech much higher that current market does.

[pugugly] 19/4/2023 12:09

kenjen1- Looks to me like institution swapsies. Virtually the same quantities and price.

[kenjen1] 19/4/2023 11:42

So two big trades this morning down as sells but the share price seems to have held up. Unusual…would normally fallback on that but didn’t…something afoot ;)

[kenjen1] 18/4/2023 09:34

Recent news here has helped. First solid state battery for medical devices sent from ilika to customer 1 of 18

[macmoss] 18/4/2023 09:30

Rise could be due to big rise in Volex as Llika similar company

[kenjen1] 18/4/2023 07:42

Feels like these could be big days ahead for share price I’m not expert, so go easy. The trend line that has kept us down for so long is upon us. Will we break through or get pushed lower yet again. 🤞