Ilika Share Discussion Threads

[robertspc1] 25/1/2024 12:53

On Stereax, revenues to commence in H2 FY25. That is at least 2 years behind their original plans after pivoting away from in-house manufacturing to Cirtec. So Stereax will be a long slow build. At least they know they have to bring in industrial clout and $$ a lot earlier with Goliath.

[robertspc1] 23/1/2024 17:43

Asked at what stage would the co seek external investment into Goliath. Pretty clear answer was investment thru licensing agreements or equity likely with one or more parties in 2024. Seventeen pre commercial Goliath agreements in place so those discussions most likely happening with some OEMs already. That would be the catalyst for a significant valuation shift IMHO.

[phil2003] 23/1/2024 11:43

what a load of half year, grant funded, hot air.. this will drop & I’ll look to buy in, in April when its flat lined & the volume suggests news may be coming…
#vegasbaby

[horneblower] 23/1/2024 09:07

Graeme Purdy; king of blather.

[robertspc1] 23/1/2024 08:01

Steady as she goes statement as expected. Yes I expected something re Stereax revenues but hopefully that will be discussed later. I also expect a cash raise either late this year or early next but think it will be via strategic partnerships

[babbler] 23/1/2024 07:55

Sell then.

[babbler] 23/1/2024 07:55

Commercial interest and government grant support expected to intensify as the Goliath product continues to mature.

[robertspc1] 22/1/2024 10:08

HY results tomorrow. Don't expect anything interesting in the numbers but hopefully bit more disclosure about Stereax revenues and Goliath tech.

[robertspc1] 18/1/2024 09:02

Interesting to see the CWR licensing deal today with Delta Electonics of Taiwan. Gives IKA a model to emulate which the market obviously likes

[malnu] 16/1/2024 10:34

It’s always both ways!

[robertspc1] 16/1/2024 10:03

Interesting to read about new Dyson CEO. He will be well aware of IKA from his time at JLR and the Faraday institute. Dyson could be a possible acquirer in the future. Has the resources to bring real scale to IKA technology. I'm still adding

[robertspc1] 15/1/2024 23:03

Hmm 1m share trade at 35p. Not sure which way

[robertspc1] 15/1/2024 09:00

RNS re conference schedule. Perhaps the management finally opening up a bit.

[robertspc1] 11/1/2024 14:45

Ilika and @MpacGroupplc have signed off the design of Ilika's #solidstatebattery assembly line. This will be built at our facility in Hampshire in 2024 & will be capable of delivering 1.5MWh #solidstate #batteries per year.

[robertspc1] 09/1/2024 13:46

The CEO has revealed a bit more about Goliath tech in recent statements and webinars on investormeetco etc. Sooner or later more details will emerge but yes it's risky. I think the rewards massively outweigh the risk and also that an OEM might build a stake soon before rivals get supply deals.

[officerdigby] 09/1/2024 12:18

W/O data disclosure. Who is to know where they are. At least QS you can see the pics! On YT

[robertspc1] 09/1/2024 11:41

I would love more technical data from IKA but obviously it's highly commercially sensitive. They are getting better in terms of disclosures but have always been pretty secretive. Unfortunately there isn't much independent benchmarking either. They don't have the $$$ of QS and others but they don't have the valuation either

[officerdigby] 09/1/2024 10:56

Thing about QS Battery test at VW is that was ONE battery, albeit 24 layer pouch.And achieved after circa $300m VW investment in the business.Plus qualifying statements from CEO.Point being VW staff have a lot tied up with QS appearing to be a success.. and not a waste of $$$$.I'm interested in what people mean when they say IKA is better tech than QS. Where is the data plz. I've seen QS data presentation previously and now we an important lifetime milestone from them.Where is IKA cell dataTIA!

[swiss paul] 05/1/2024 17:05

and a nice end today wtf was that about?

[robertspc1] 05/1/2024 08:25

Just a 43 per cent rise yesterday for QS, on positive comments from VW PowerCo CEO. IKA is only a few months from selling its samples to OEMs and I think its tech could actually be superior. Long way to go but the difference in valuation is staggering

[robertspc1] 04/1/2024 16:51

I'm watching the big bounce In QuantumScape following news about it's A sample testing etc. Now back over $4 billion valuation. That is more than 60x IKA which should be releasing A samples later this year. I'll keep adding on weakness

[phil2003] 04/1/2024 13:28

11.2% penalty for buying today (spread) verging on impenetrable for any serious investment now 🫤..

shakedown coming

[robertspc1] 20/12/2023 22:45

I stand corrected, hadn't scrolled down that far in the RNS. Not that it changes my long term conviction view. I'm not a trader so will continue to add to my pension pot on weakness