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projections of cashburn??
with schedules slipping it must be mighty tight..so I'll wait for (prospect of, at least) next placement lol
You are all so bloody thick pray tell where all the talk of sales to IOT have gone???
Buzz is a bot, he posts exact same posts on other forums trying to influence the price.
Are you people really so bloody thick . Ilika will sell prototype to OEM to put in their test products but until FDA approval those medical cannot be sold into the market. That's how I understand it.
Yep GP on Directors talk this morning.
Buzz why didn’t you give everyone the link if it’s that bad…Because it’s exactly the opposite of all your posts?.Looking into your previous posts you are not a good trader.
Stereax sales do not have to wait 3 years for sales as it’s up to the customers to seek FDA approval in stages for their own products, Ilika provide the batteries that is part of the device. Goliath is on course for a mega factory with major collaborations in the car industry. OEMs will be sort for a giga factory. GP tells it here.
https://www.***************************/ilika-stereax-device-sales-dont-have-to-wait-till-end-of-approval-period-video/4121064825
Just listened to the director talk and its worse than I feared. FDA approval 3 to 5 years. They can only supply batteries for prototype devices. Sales will be tiny until FDA approval IMO
and i don't honestly know what to make of IKA atm. obviously been funding for the build but with no sales (because of no production) and entering a new field it's a headscratcher.
it was better when it was more woolly and bluesky thinking. now it's coming down to predicted numbers and manufacturing contracts as soon as proof of manufacturing reliability is achieved.
guess you either have the conviction of the ii's who funded it or wait until something is corroborated. not keen on the delays, though.
Based on what?
Expect a bidding war in the next few weeks.
GP says that medical devices are now Ilika biggest hope but to get FDA clearance you will need a very reliable battery. 99.9% reliable?
Imagine putting batteries into the body that aren't reliable!
I have a feeling Ilika can't produce a battery with those metrics. AIMO
This stock has done this before.....went to 60p and then more than trebled. That was the time to sell of course and I did. Started to buy back in at 111p which was not great....will add at about 60p. Just will take a bit more time.
Actually the RNS states that the miniature SSB’s market is weighted towards medical, this does not mean that there use in IOT devices will not happen! They are just saying it is heavily split towards medical & im guessing that has got to be based on price currently!
You stupid stupid investors. It was all too obvious. The fact that batteries cannot even be sold into medical products until medical clearance has been given. If that is FDA clearance you will be waiting years. Ilika haven't even indicated they have started the process and of course you stupid stupid investors know why that is? AIMO
Investors can ask questions or vent frustrations with them at their investor meets company day on13th Jul 2022 at 4:30pm BST. Link below:
https://www.investormeetcompany.com/ilika-plc/register-investor?arc=b8b1da3f-856a-4fec-a8d1-69899405913c
yes, it's true. and averaging down makes sense if you're in at... over 100. but the downside atm is nearer to 50p than 100. and with 12month to wait, when we can see what one day does...
as i said, every share becomes a bargain if it gets low enough... just think i'll sit on the sideline with my withered current holding and wait and see if general market forces knock it down to my target price.
apologies, not trolling. i made good money on this from 120 > 200 and was v positive until the delays kicked in and no contracts mentioned.
Ridiculously oversold more like.
It's the British markets doing what they do, fetishising the short-term because they have a pathological aversion to long-term thinking.
Hi Katstrangler thanks for your info. I just see the the current ups and downs as just noise - I'm in this for the long, long term not swing trading - and will keep topping up all the way down!
because you don't know what the sp will be in 1 month let alone 3, 6, 9 etc and as far as you or I know there's always the chance they could sign any number of partnerships over the next 12 months.
'potential' is a terribly loaded word as it gives no timeframe. when it's bluesky then it's 200p+, as soon as it gets specific then it gets real and dates get pencilled in. saying that company " now expects commercial sales to commence at the end of that (H2/2023) period" just murdered the sp. why be in at any price for the next 12months?
everything bounces if it gets cheap enough... at the moment, 66 looks weak and that's already 30% off an already trashed sp. but a forecast of 2023 for viable revenue/sales is just awful.
Don't you just love Bear market sales! I'm just averaging down in all my low cap growth stocks at this crazy time - it's like January sales on steroids! To think when I first started investing in this company I thought I was in early at under £1.70 PS. The potential here is enormous - as with AMTE power. By the way has anyone pondered whether a partnership between Ilika and AMTE or British Volt would be the way to accelerate them scaling up Goliath? I'm going to put that question to them at their investor day in the July. Also going to ask whether they are going to push Stearex for mobile phones and smaller Goliath pouches for battery storage - which is going to be a colossal market.
Easy on the "civilised"