Member Info for buzzthomas

Not really sure how Shenandoah news helps Sealion. Navitas not securing collateral against the Sealion project are they ? IMO it all comes down to whether the banks are willing to lend the cash after due diligence. The banks didn't appear to want to years back and I can't really see what has changed. It's almost a binary bet. AIMO

Smart , exactly so why did you post the following ???

---------------------

Let’s say in 3 years time Cirtec are selling 100,000 units at an average price of £500 and that Ilika gets 8%. That would equate to revenue of £4m

Smart with all due respect I think you are wrong. I'm pretty sure the royalties and fees are on battery sales not the devices they serve.

Smart, why wouldn't you supply specs ? Most other companies I look at do. Regarding Stereax, you really are living in some dream world IMO. 100,000 at $500/ battery. Do you really think Ilika would have outsourced Stereax if sales would be anything substantial. Ilika had their Stereax prodoction line going and then passed the ball over to Cirtec. Why would you do that if you believed in sales you are quoting !!!

Smartinvestment, when I heard GP deflect the question how does Goliath stack up against Quantumscape's QSE-5 SSB it gave me all the info I needed. I don't think ILIKA have released any proper specs on their SSB.

I wish I had invested in QS last month. Up again yesterday ~17%. Would have made a killing.

NYSE QS up again today. crazy

Interesting Schroders increased shareholding. Explains large trades over the last couple of days.

IMO you can forget about Stereax its all about Goliath.

Https://www.quantumscape.com/technology/#qse-5

B sample product spec.

-----------------------

(need specs for Ilikas 50amp SSB)

Quantumscape Corp

NYSE: QS

share price marches on. How far ahead of Ilika on SSB?

Looking at those after hours trades (2 days trades) and seeing the price move up im guessing there must be pent up demand. Ilika is a fairly illiquid stock.

GP states "The next 12 months promise to be fast-paced and transformational for Goliath and Ilika."

I'm going to hold him to that statement.

I notice Quantaumscape (NYSE: QS) has broken into an uptrend. Competition for IKA SSB ?

And the ramper / deramper gang operating on this board under many names try to scare off anyone pointing out the obvious .

----------------------------------------------------

What is the obvious ?

Can someone enlighten me to the relevance of Shenandoah if it's not being used as collateral on the Sealion funding package ?

Paul, PMO/RKH tried the debt route and came up against a brick wall if my memory serves me correct, hence the bond route ?

Everyone also gone quiet about a third partner entering the project !!!???

Pauldrayton you wrote the other day :-

The good news is the senior debt finance is much better for the economics of the project than a bond raise would have been.

-----------------------------------------------------------------------------------------------------------------------------------------------------------------

I thought I read somewhere RKH were seeking to go down the bond route because they were finding it hard to get banks to lend money due to Argentina pressure ???

Mogger, like I said If Navitas can find finance for Sealion I will buy back shares and maybe have to pay more for my prudence. Capital preservation is key to my investments.