Oportunity Prime
06 Mar 2018
five-aim-stocks-diversify-your-isa [link]
Weildy
16 Feb 2018
Re: Video: IKA at ShareSoc Feb18 Hi piw. Thanks for posting the video presentation. It was most interesting. Had I been at the meeting, I would have asked if the new wonder material graphene is included in their R & D. Particularly in view of it's strength, light weight, heat resistance and coductivity. The only public quoted company that I can find on the UK exchanges that is in commercial production of graphine is Versarian (VRS) They have collaboration with both Manchester & Cambridge universitys.Just realised, it sounds as if I am ramping VRS, be assured that I am not. It is an AIM company and therefor in my opinion high risk. I provide th info by way of research info.
piw
16 Feb 2018
Video: IKA at ShareSoc Feb18 Ilika presentation at ShareSoc on Tuesday (13.2.18)Graeme Purdy, CEO is the main presenterSteve Boydell, Finance Director joins on the Q&Ac. 30 minutes[link] overview – 00:20Business model – 01:20Our production – 02:20Materials development projects – 03:34Solid state batteries – 08:10Stereax Batteries for IoT (Internet of Things) – 12:30Stereax Applications – 13:23Stereax road map – 16
3P180 demonstrator – 170Progress towards mm scale batteries – 17:55Stereax commercialisation – 18:50device & by geography – 20:35Manufacturing supply chain – 225Strategic considerations – 23:502017/18 Outlook – 24:35Q&AWhat’s the current cash position? – 25: 22Do you compare yourself with Arm? Are you aiming for the top with IoTs? –26:20How do you manage fx risk? – 27:51Are you building relationships with corporates and foundries in parallel? & How far from being used in commercialised products? – 28:17Will you generate income from the licencing before the royalties come through, and will it be enough to cover costs? – 311With the foundries, if they are they going to use your licence to produce stuff, how much extra capital investment will they have to make? – 31:35Have you got the 3-d batteries working yet, ie. those one of top of theother? – 32:22
Ambiorix1
22 Jan 2018
one and one is... Yesterday I came across an interesting article in a Belgian financial newspaper explaining why Umicore’s share price, one of the world’s leading producers of battery material, declined by more than 5% last week. The reason for this seems to be new disruptive battery material developed by Johnson Matthey. This new development could be important enough for Credit Suisse analysts to give Umicore a sell advice and reducing their indicative SP by almost 25%. Must be good news for IKA who is developing new battery materials on behalf of Johnson Matthey. Someone might have noticed this. Add to this German BASF mentioned last week they intend to become world leader in battery materials, and therefore could go on a shopping trip ... Ambiorix
Ambiorix1
22 Jan 2018
on and one is... Yesterday I came across an interesting article in a Belgian financial newspaper explaining why Umicore’s share price, one of the world’s leading producers of battery material, declined by more than 5% last week. The reason for this seems to be new disruptive battery material developed by Johnson Matthey. This new development could be important enough for Credit Suisse analysts to give Umicore a sell advice and reducing their indicative SP by almost 25%. Must be good news for IKA who is developing new battery materials on behalf of Johnson Matthey. Someone might have noticed this. Add to this German BASF mentioned last week they intend to become world leader in battery materials, and therefore could go on a shopping trip ... Ambiorix
Ambiorix1
20 Jan 2018
Re: how will it finish today III is not mentioning it yet but there is an RNS dated 19/01/2018 which indicates Sapia partners shareholding in IKA is above 14% now. Next move ?Ambiorix.
swisspaul
19 Jan 2018
Re: how will it finish today something definitely going on. All these holders reducing and yet the price is steaming aheadMight get near my breakeven point
one4all
19 Jan 2018
how will it finish today and where is it going next week/month..i say up...a lot!!
Daylite
18 Jan 2018
Re: REDUCING Looking at the recent RNS announcements there are some hefty transfers both to and from institutional holders. These don't seem to be reflected in the trading volumes in the iii graphs, so I suspect these are arranged sales between institutions, not disposals into the general market. I note one of the buyers is a Canadian investment house, which I see as a good sign - these Canadian guys are no mugs!
swisspaul
17 Jan 2018
REDUCING Seems a lot of institutions reducing - but not much effect on price
deepsleeves
09 Jan 2018
Re: Half year report TPThink you will find you are £2.8m quid outDeep
theprior
09 Jan 2018
Re: Half year report Revenue tripled, loss per share down by 33%If that ain’t progress ???Do that again for the next 2 periods and we’re quids in
))TP
swisspaul
09 Jan 2018
Re: Half year report Let’s look at the highlights in detail ehOperational Highlights· Exchanged detailed Stereax® performance data with over 60 potential OEM partners – We sent some emails out to prospective people – had an out of office from 30 – but we will follow up with the rest· Shipped sample batteries to 10 potential OEM partners for detailed technical evaluation. Same as – get me 10 jiffy envelopes and send them to R&D people in organisations. Let see what we get backAh we got this back· Three of these have progressed to development and deployment partnerships Advanced a development programme to integrate a Stereax® battery in a miniature medical implant product (value to Ilika of £700,000 over 18 months from March 2017) > we bought MS Project and Yvonne is just putting down the PID • Commenced a development programme to integrate a Stereax® battery with a photovoltaic energy harvesting solution from Lightricity (ex-Sharp) (value to Ilika of £320,000 over two years from July 2017) Yvonne has had a busy month • o Secured a deployment programme with Titan Wind Energy, China's largest wind turbine manufacturer, to use Stereax® M250 batteries to power strain sensors for turbine blade condition monitoring (value to Ilika of £400,000 over two years from March 2018) we are not sure about IP as we are working with Chinese who are sure to rip us off – but hey ho what have we go to lose and we aint done nowt yet – except got a signature · Continued to implement the Stereax® roadmap to achieve increased capacity per footprint and miniaturisation requirements – And – go on – have we gone from 1:25000 – to 1:50000· Executed the following materials development programmes plasmonic lenses and Heat Assisted Magnetic Recording (HAMR) materials with Seagate and????o battery materials with Johnson Mattheyo game changing energy materials with Toyota and o aerospace alloys in collaboration with partners including Rolls Royce, GKN and BAE Systems.· Expanded proprietary IP with patents granted in USA for core-shell catalysts for fuel cells· ISO 9001Certification achieved in December 2017 – Your having a laugh – you have only just achieved ISO 9001 Financial Summary· Total revenue for the period £1.0m (H1 2016: £0.3m)· Loss per share 2p (H1 2016: 3p per share)· Cash balance at period end £3.9m (H1 2016: £7.1m) we burnt a lot of your cash – erm we can account for it – but we may need to go back in your pockets again – just so we can fill the hot air bag and produce more ‘highlights’IOTS
Global Nomad
09 Jan 2018
Re: Half year report it certainly reads much better than some other company reports...
farmerdave
09 Jan 2018
Re: Half year report Couldn't agree moreThe balance of good outcomes vs the low price/risk is skewed hugely now so have topped upFD
