Venture Life Share Discussion Threads

[big7ime] 27/8/2018 15:04

If IKA have discovered the holy grail in battery of the future then forget 10bagging, it could 100 or even 1000 bag 💼 💼 💼

[big7ime] 27/8/2018 15:02

Another investor (top EIS fund last yr) sees the potential:

We are delighted to announce that the Parkwalk Opportunities EIS Fund has participated in a £4.4m funding round in Ilika, an AIM listed company which specialises in materials innovation. The company has developed unique solid state battery technology which may have applications across the Internet of Things (IoT).

Ilika spun out of the University of Southampton’s School of Chemistry in 2004 and quickly established a reputation for the rapid development of novel materials, working with a variety of international companies.

Ilika has a wealth of experience in materials and in working with industrial partners. The company’s novel solid-state battery technology is now close to commercialisation in a market which is large and growing rapidly.

[big7ime] 27/8/2018 14:17

If it had risen five fold in the last two yrs then you'd all be more excited 😜
It's had its first wave of excitement but as you will all know, if you have been investors in higher risk tech stocks for longer than a few yrs and not simply this latest bull run, there are several phases to longer term success. Most won't make it but with IKA i have ridden it once for a three bag and it may do the same in the next two
A lot of your hdgs I dare say are in the end of first wave stages
Interesting that you don't classify some of your hdgs technology
We shall see, worth a punt at 20p
Big investors starting to take note.

[janeann] 27/8/2018 13:45

ika - just reading red's synopsis (and nothing else) it sounds like another trt. Made that mistake once.

[apad] 27/8/2018 12:56

"There are three ways to ruin yourself -- gambling, women, and
technology. Gambling is the fastest. Women are the most
pleasurable. Technology is the most certain."
Georges Pompidou

[apad] 27/8/2018 11:52

...might be a girl😊

[big7ime] 27/8/2018 11:28

11_percent shame on you lazy boy ;)

[big7ime] 27/8/2018 11:22

Worth a punt at this price though. It's been a long slog to get to this point but I have met with management and was impressed
Have one of the ARM guys and adopting same model
Licensing deals could come along in regularity to support Sp
If you wait for the revenue the share price will be multiples of this share price Risk/reward APAD

[apad] 27/8/2018 09:49

ps
Pied Piper company.
apad😊

[apad] 27/8/2018 09:47

Ilika

Solution looking for a problem - but they aint saying what their solution is - at least at a quick glance. Their website is all about the list of disparate areas they can affect. C.f. nano, graphene, IQE.

Classic technology bait.

Bargepole stock for me.

Iff you understand what their technology is and believe it is game changing, then fine.
Else you are getting carried along with the noise around their story.

apad

[redartbmud] 27/8/2018 09:26

IKA

Certainly burning through cash at a rate of knots.
Impressive list of prospective customers:
Post year end: offer of £4.1m grant funding from the Faraday Challenge to develop large format solid-state cells for automotive in collaboration with Honda, Ricardo, McLaren and A123 Batteries.
Think that I might be chasing TESLA as an electric car company in need of better battery technology.

Looks like they have a product that 'could' have a place in the market, Not dissimilar in that respect to Nano, when Dow committed to build a new factory in Korea to supply cadmium free Q dots to the TV and related industries.

Accounts for Y/e 30 April.
Cash, cash equivalents and bank deposits of £2.8m (2017: £5.4m)
Subsequently raised money in a placing/open offer:
Further to this, the Company can now confirm that it will issue, pursuant to the Placing and Open Offer, 22,315,890 New Ordinary Shares at 20 pence per share, raising approximately £4.46 million in aggregate.
The open offer raised just over half of the shares submitted for purchase.

Leap of faith that they monetise the product before the cash runs out.

red

[thetrophyman] 27/8/2018 00:12

IKA looks like a very interesting company, Directors invested recently and not far off a year low. A lot of babble on the website but I do like the sentiment... also ... profit on the horizon... (maybe)... I just might...

[thetrophyman] 26/8/2018 11:27

So second lesson... control the chimp ! - thanks. :)

[thetrophyman] 26/8/2018 11:25

APAD, thanks for the explanation on the knife scenario. What do you mean by *fopdoodle* ... I have to admit, I do feel a bit foolish selling ARC but it was only a small holding, I'll look to buy back in... but at the time, I felt it was the right thing to do.

[lauders] 26/8/2018 02:31

TLTSTT - Thanks will have to get hold of the book and have a read. I am not really an accounts type person per red though!

the trophyman - I have no idea about Stockopedia's paid for services to be honest. I have heard they are good and their stockranks ( ) offering is very helpful. I am not a full-time investor, If I were I would probably try it out.

[apad] 25/8/2018 13:36

This debate all fits in with investing to suit yourself and your own traits.

If a published approach, say some sort of filter or a set of rules, works for you that's fine, but it says absolutely nothing about whether it is any use for me, and I guarantee that it is your skills working on the results from the algorithm that is the key to success.

We are dealing with a chaotic system shrouded in the deceit that it can be controlled by logic, algorithms and formal techniques that are promoted by snake oil salesman.
How it can be understood is through learning from skills and experience.
It is a craft, not a science!

To paraphrase red - Banging on from Bangor.

apad

[thelongandtheshortandthetall] 25/8/2018 12:24

thetrophyman
lack of patience and over trading is a truly fascinating subject.
few years back I added up up all my trading activity cost and was astounded at the results.

hmmm whilst thinking about this subject its dawned on me that there is a very low recognition of gambling within the financial markets as apposed to horse racing or fruit machines.
The chimp brain will be firing off like crazy whether its trading shares or betting on football results.

Anyway..

I give my chimp brain things to do. I currently have 0.5% of my overall portfolio in my IG account, my AA. short is all I need to keep the chimp satisfied - all the while 99.5% of my portfolio and the businesses within it are 'slowly' doing their thing.

[apad] 25/8/2018 11:52

FT
"Low-cost robo advice companies billed as investment services for the masses have failed to deliver market-beating returns over the last year according to new research, and investors in the lowest-risk portfolios would have been better off in a cash Isa.

Companies such as Nutmeg offer ready-made investment portfolios of low-cost passive funds and have boomed in popularity in recent years amid a growing need for financial advice in the UK.

Investors are automatically placed into portfolios based on an online risk assessment. But according to research by consultancy Boring Money, customers would have earned more from a fund tracking the FTSE 100 than even the best-performing high-risk portfolio, and low-risk investors could have earned more in a cash Isa. "

Beware the words robotics and AI, they are the modern equivalent of abracadabra!

apad

[apad] 25/8/2018 10:14

Does the world need another:
Airline
Bank
Insurance Company
Supermarket
Car Company?
Mind you red, they could still generate a Tesla-frenzy - and that's a fairy story,

I've read 'The Chimp Paradox' & 'Zen and the Art of Motorcycle Maintenance'
Still my inner chimp can escape and cause mayhem.
Maybe if I renamed my portfolio to "Mr. Spock on the Stairway" it would help?
I should take my puppies model more seriously. I suppose that's akin to a two portfolio model.

In addition to red on utilities - their management has demonstrated a wonderful incompetence in using their low cost of debt to branch out and innovate.

trophy - there is significant research in the US that shows the successful approach after a profit warning is either to sell or increase. Doing nothing is the most common, and unsuccessful, approach.
A common trope is that profit warnings come in threes.
When a company if on an established downtrend buying it is likened to catching a falling knife.

I agree that the AIM market is something of a surface breaking coal mine for us private investors who aren't deploying large amounts of moula.
I also agree that the companies are much easier to research and understand (cf Carillion/Tesco).
So, if one finds a gem like ARC before it develops a fan club (even understanding the dependence on a large contract) then taking a profit, like this fopdoodle, is nuts

In terms of the context in which we are operating it is worth remembering that low interest rates have boosted large caps to an exceptional PER level (do I really remember big pharma on a PER in single figures).

Have a self-indulgent break folks.

apad😎

[thetrophyman] 25/8/2018 09:56

I've done the same dacian, my main SIPP and then an ISA, I can't quite bring myself to buy different stocks for each because I think they're all good buys :) ... must try harder

[thetrophyman] 25/8/2018 09:53

Thanks Lauders... looks like an interesting read, is Stockopedia worth the monthly? I sold my small holding of ARC yesterday on the high and put the proceeds into INFA, hoping to buy back in to ARC on the dip??? I bought into INFA at 0.00514 and topped up an additional 3 times, so my average has gone up but still 22% up in 4 weeks and I feel there's a lot of upside yet. Obviously I hope it doesn't bite me ... I do like the dignified solid growth so far... we'll see :)

[thelongandtheshortandthetall] 25/8/2018 09:52

luaders - Keiths Book 'invest in the best' is a great book and fits perfectly with the evolving investment methods here. I highly recommend it again :) I'll just add too. its a book aimed above my understanding of accounts and detail. I really believe it'll be appreciated by the regulars here.

Red - I saw a program about Aston Martin and i'm pretty sure from memory that Aston Martin has never really made a profit.
I think it has always been a play thing for millionairs.
No doubt the new management has found ways to turn this around or a float would surely not be possible.
Tried to search for the program online but couldnt find it. soz.
they do have valuable IP and if they cant get the Hungarians -ala merc- to make them then who knows.