The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
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Nanotechnology solid state batteries are far from being a craze or bubble. They’re fundamental to progress in developing affordable electric vehicles and implantable / wearable medical technology. Battery technology is not simply something a civilised world so heavily dependent on electrical energy can do without
Chicken & the Egg scenario here, a collaboration with a medical company would have been good for the business but as people say if you make it people will come. Shame with IOT in industry that they don’t have any takers on this front as would be faster to market, medical can be a very slow process to get approval! Still think there are great opportunities here but cash reserves with need to be watched going forward!
There is no point in sending customers test samples that cannot be replicated in full production. Therefore It is no surprise that with a brand new and complex manufacturing line, production tuning is necessary to produce "run at rate" test samples. Even more important for medical implants (as pointed out in the RNS).
As for Goliath, the same applies. Tier 1 automotive test and development plan for a major electrical component would be thorough and exhaustive.
No point sprinting to the start line. The BOD measured approach is a positive.
To me this stock got ridiculously overvalued due to the craze for batteries last year. That bubble has burst and this companies fundamentals look dire. Seems to be a cash burning machine. Only hope I see is some sort of takeover as an independent entity this one looks doomed to burn cash.
surely noone builds a factory without knowing for a fact that there are contracts underpinning it? been so long in the validating the production line that someone seems to have forgotten that sales don't depend on having an empty factory ready to go and just... waiting!
Looking like 70p support level will be tested shortly - possible a decent top up level , cannot help thinking a change of CEO here could lead to a massive upside rally if they were brave enough to swing the axe.
More blah blah blah today RNS
To be fair you have no idea how much stock he has and no idea why he might need £400k. There are a million reasons why he would, but if any of them were seriously damaging to the company you can bet your ass he wouldn't be the only person selling.
Leaving CFO sold appox £400k of stock. Pray tell why he would do so if he could make more money by holding? He was the CFO, he should know. (He also sold at recent lows too).
Upshunt, the development of the EV pouch cells was supposed to incorporate a new facility/premises from what I understood at the investor day.
Hi Buzz, I failed to subscribe to the Retail Offer, but the price is now below that.
The RNS details that the proceeds are to support the development of the EV pouch cells, which are part of the Goliath program. The company is already manufacturing solid state batteries at its new facility in Hampshire.
ebygum, Ilika raised money from investors for a new Goliath facility. Where is it? Serious questions will soon need to be answered from the board IMO
Do not indulge this non invester buzz, just ignore him, he has a long record of being filtered on several boards for spouting rubbish designed to be undermining. Do not let him sow his bile in what has been a more polite board than most.
Ilika raised money via a placing last year for a Goliath facility. Where is it? Is this the reason the CFO resigned?
This rise all because the FD finished selling? I got a lucky buy at 109 on the 21st of march after watching Ika for a while but didn’t expect the re rate so soon
Chart shows sp needs to close above resistance at 144
Getting back to near where we should be
What a btch made market maker. Only selling the high all day and only letting you sell the low
Liverpool Hospitals to assess the implementation of the Genedrive® MT-RNR1 ID kit, has now been published in the Journal of the American Medical Association for Pediatrics (“JAMA Pediatrics”), which is the top ranked medical journal in pediatric medicine.
21st Mar 2022
http://www.genedriveplc.com/news/press-releases.php
Someone Loading up
Podcast interview from last month with ilika's John Tinson, VP sales & marketing.
https://www.youtube.com/watch?app=desktop&v=axR-dig-DLE
Interview gives interesting insight into John's background and experience, some technical discussion about the work ilika is doing to move towards industrialisation etc (for example the work comau have been doing) and discussion on the solid state industry in general.
In response to the host's wrap up question about what's coming up in the next year or two that John's looking forward to he notes how he's speaking and working with companies that are going to invent the future. On the stereax side it ranges from attending medical conferences speaking with dr's and surgeons to recently in the space of a week speaking with meta, apple and Samsung (no suggestion or confirmation of anything but just the fact he's speaking with them is really encouraging to hear). On the Goliath side they've got two hard years of product development to do but running completely alongside it they will be working on manufacturing scale up.
I don't think it's a stretch to say that when it comes to solid state, ilika really is leading. As long as they get the bit of luck every company needs their potential really is quite something.
oversold bounce @85p??