theprior
09 Jan 2018
Half year report All in all a successful 6 months with progress on all fronts and lots of interest in Stearex batteries.TP
swisspaul
24 Dec 2017
SHARESOC PRESENTATION ShareSoc Growth Company Seminar in London - 13th FebruaryIlika plc (IKA): Ilika is engaged in the production, design and development of high throughput methods of material synthesis, characterization and screening. It has developed solid-state battery technology to meet the demands of the Internet of Things (IoT). The Company has materials development programs addressing a range of applications, including the solid-state battery, aerospace alloys and electronic materials. It has developed a type of lithium-ion battery, which, instead of using the usual liquid or polymer electrolyte, uses a ceramic ion conductor. It offers Stereax M250 rechargeable, thin film battery. It has applications in autonomous sensor devices, smart homes (heating, ventilation and air conditioning (HVAC), security, light), automotive (infotainment, sensors), logistics (asset tracking), medical devices (biometric monitoring) and wearables. It is also developing superalloys, self-healing alloys and smart materials for electronic data storage.
pharmaspecialist
01 Dec 2017
Re: Trading update Yes theprior, I think that is also true of some of my investments, but I have found that patience does pay off in some cases. In the case of Ilika I think the question is whether the company is little more than a research contractor or has it really developed someting of value in its licensing agreements and Stearax batteries? I do not know the answer to this question but despite my reservations, the share price is now so low (20p) that I would regard it as attractive, but have invested a smaller than normal amount because of the speculative nature of this company and its commercially unproven technology. I guess my interest was triggered by my investment in Versalien which demonstrates how a material technology company can perform when it captures the imagination of investors although I am not suggesting that Ilika is anything like Versalien, although both companies address huge markets. If Ilika's management has been too conservative in commercialising the technology then this could be remedied by bringing in additional commercial expertise or selling the company to someone else who could commercialise it in a timely fashion. On the other hand, if the problem is the company's technology, then my investment will have been in vain. I am comforted by the fact that the company remains in a stable financial state and the financial figures are at least moving in the right direction. I think this one is now down to private investors as the illiquidity of the shares would discourage any institutional investors from investing unless it was through a fundraising, but as the placings have been at 50p pr 60p I'm not sure how many institutional investors would want to plough more money into the company unless the share price recovers strongly..
theprior
24 Nov 2017
Re: Trading update As an afterthought, I am now convinced that I see potential in these new tech type of businesses long before it is justified and long before anyone else does. This ensures that my money gets tied up for much too long while I’m waiting for everyone else to come to the realisation that the tech’s a good idea, and for the company to begin making money /
(Ahh well, back to the waiting room.TP
theprior
24 Nov 2017
Re: Trading update V true Pharma. Let’s hope the batteries do the job !TP
pharmaspecialist
23 Nov 2017
Re: Trading update Yes it does sound positive theprior but I think people are getting a bit impatient with this company. As the company proudly says "Ilika has been inventing new materials for energy and electronics markets for over a decade" but I must admit there is precious little financial progress to show for all this inventing. It seems good at signing collaborative deals with big and large companies but less good as monetising its technologies.
dickie3times
21 Nov 2017
MKA OOPS Wrong board..thought i was on Mkango
dickie3times
21 Nov 2017
MKA deal transformational BUY - MKANGO Res MKA, Daily MailGot to be one of the best potential AIM stocks, with only 97m shares in issue, recent rises will soon be improved upon once all the massive buy orders are filled, including the late trade of 670m just appeared...phew !! AND Finance deal with Talaxis for $12m fully funded with no dilution. No wonder this was the most heavily traded stock when news dropped on Friday?[link] Dawes, Chief Executive Officer of Mkango, said: "This transaction is transformational for Mkango and for Malawi, and is a further endorsement of the Company's strategy and potential. This Agreement significantly strengthens our balance sheet whilst ensuring that the Company is fully funded to progress Songwe and our collaboration with Metalysis. It also comes at a pivotal time in the rare earth market with a very strong demand outlook for rare earths such as neodymium and praseodymium used in permanent magnets for electric vehicles, wind turbines and other clean technology applications. We are very excited to be working with Talaxis, and moving forward with the bankable feasibility study for Songwe and Phase II of the research and development programme with Metalysis."Daniel Mamadou, Executive Director of Talaxis said: "The global push to decarbonize the economy is creating pressure on the supply of critical elements to the green tech sector. Environmental regulation and the policy changes are driving the price of technology metals. Supported by our access to global logistics capabilities, an extensive marketing network and a team of experienced professionals, Talaxis is pleased to enter into this agreement, which further strengthens our supply chain specialized in tech metal products."
theprior
21 Nov 2017
Trading update Seems positive, with revenue increasing and lots in the pipeline. Funds to see them along for a couple of years or more.But seems to ha e been a pull back on most smaller companies over the last few days. Doesn’t help.TP
ReynardThree
14 Nov 2017
Re: RNS Batteries for wind turbines seems a good market to be getting into, but wasn't there an easier company to deal with than one in China? Anyway I hope the SP has hit the bottom as I have had a small top up. As you say though TP, still no sign of revenue. Still wondering whether the better option would be to get out of this one.
theprior
14 Nov 2017
RNS New partnership announcement.More development work, but not really revenue creating business.TP
ReynardThree
19 Oct 2017
Re: Averaged down recently, Possibly but I would feel a lot more comfortable if there was more news from this lot. AGM statement referred to 50 customer disclosure agreements but there has still been nothing on any licensing agreements. Had my fingers burnt by several of these alternative power technology firms so hope this isn't going to be another one.
theprior
19 Oct 2017
Averaged down recently, Added a lump at around 26p seems to have bottomed now and beginning to rise.Good recovery play ?TP
theprior
28 Sep 2017
Re: Are we there yet ?? Nope Interims suggest they're still working on it !TP
swisspaul
15 Sep 2017
Re: Are we there yet ?? by the movement this a.m - someone seems to think so!
