Member Info for ConservativeYank

Strangler, that was so boring...

Adding to Smart’s comments on Stereax and Cirtec, the potential scale of Ilika’s entry into the medical device arena is extremely difficult to overstate. Once validation is complete, Ilika will be one of the very few companies capable of supplying a medical‑grade thin‑film solid‑state microbattery, and Stereax appears to lead the field in safety, longevity, and form factor.

Cirtec is already a Tier‑1 supplier to Medtronic, Abbott, Boston Scientific, and other major implantable‑device manufacturers. That gives Ilika a trusted, U.S.-based, FDA‑familiar manufacturing partner — a barrier to entry that most competitors simply cannot match.

In implantables such as pacemakers, neurostimulators, and sensors, Stereax could significantly extend device life and reduce replacement surgeries, especially when paired with energy harvesting. Its thin‑film architecture also enables smaller, more comfortable devices than current lithium‑ion solutions.

UKBIC should speed things up for Goliath. It will allow verification that Ilika’s solid‑state cells can be manufactured using modified lithium‑ion battery equipment.

Even though that wasn't a military facility, it was built to military specs. Multiple 1000 lb blast doors blown off their hinges...? Bet US military procurement is wondering whether there might be a better way than lithium ion. Perhaps they should think about this little dinky company at Abbey Park in Romsey.

Ya'all might find it interesting that Charles Schwab in the US owns ~16.7 million shares of ILIKA in what appears to be American Deposititory Receipts. Evidence shows that they have been accumulating. 16.7 million shares is over 9% total ownership in ILIKA. My understanding is that this kind of accumulation and percentage of ownership by an institution such as Schwab in a microchip is very unusual. Schwab apparantly has a fund manager who is a true believer.

Smart, we've got to quit meeting like this. I think the following points from AI build on your comments.

Defense applications (UK & U.S.):

Oxide SSBs are non‑flammable, high‑temperature tolerant, puncture‑safe, long‑life, sable under abuse, and compatible with drone, naval, and aerospace platforms

The UK MoD already signaled interest in Ilika’s thin‑film tech. Goliath is the natural next step.

And defense absolutely requires non‑China supply chains. This is why Ilika’s independence from rare‑earth choke points is a strategic advantage, not just a commercial one.

Yes lads… Goliath isn’t a drone cell — yet. I found this out by commiserating with my AI pal, Hal-Too (I've nicknamed him H.T.) Listen up, gentlemen. Goliath isn’t a drone cell today unless your drone is the size of a Land Rover and only needs to fly to the chippy and back. But — and here’s where you should perk up — British defence has already said very flattering things about Ilika’s oxide chemistry. That means Graeme and the boyz are absolutely thinking about drones. They’d be daft not to. You don’t get a nod from the MoD and then go back to making polite EV cells for suburban commuters. No, no. Somewhere in Southampton, a whiteboard now has the words ‘high‑power variant?’ and ‘UAV thermal envelope?’ scribbled on it. So while Goliath today is a safe, well‑behaved EV cell, don’t be shocked if the next iteration starts looking like something the RAF would bolt under a wing. Hope that helps, lads. Try not to spill your tea.”

The UK Ministry of Defence doesn’t hand out compliments like Quality Street. Since they've said Ilika’s chemistry has military relevance, that means:

--They like oxide SSB safety

- They like thermal stability

- They like the silicon‑rich anode potential

- They see a pathway to high‑power variants

That of course is drone territory. Ilika’s architecture can be tuned for power. Oxide SSB isn’t just an EV chemistry. It can be pushed toward higher discharge rates, higher energy density, and shorter cycle life (which drones tolerate).

Graeme and the boyz are not blind. They know defence budgets are rising , drones are the fastest‑growing military battery market , solid‑state solves the “lithium fireball” problem, and the UK wants sovereign battery capability (that they would share with the US... for a price).

You think they’re not sketching drone modules on napkins at the pub? Of course they are.

And the US defense sector will be (probably already is) watching. If you Brits see the SSB advantages, the US will follow with every sized battery imaginable.

You're dancing like no one's watching, Risk. Stereax has already given validity that no other braggard has come close to. Same with the UK military. They've admitted that Graeme and the Boyz are doing what QS claims to be doing with overly dramatized keg stands (Bud-light). Sooner rather than later something will kick start this scooter into motion. Then, it'll be "Katy, please bar the door... don't let the cows out," and the world will have discovered a better mouse-trap. And the ghost of that crusty old mechanic I mentioned (his name was Irv) will look with distain as the engine he was working on starts to purr, and he'll say, "what did you expect?"

Sounds almost like you're waiting for 0, Strangler.

And, yes, I believe ILIKA is a strong buy. I just hope I live long enough to enjoy the fruits...

Ilika isn’t an investment. It’s a spiritual discipline disguised as a battery company.

To stick with it, you need the patience of Job, the stubbornness of a Depression‑era farmer, and the ability to nod politely while the market ignores every real milestone like it’s reading the fine print on a toaster warranty.

Take the latest Proactive “Part 4” article. New? Not really. Important? Yes. Fresh? Only in the sense that a reheated casserole is “fresh” if you rotate it halfway through.

But buried in the warmed‑over packaging is the one thing that actually matters: Ilika quietly hit a **93% yield** on their automated oxide solid‑state line. That’s not hype. That’s not a PowerPoint hallucination. That’s real engineering — the kind that takes months of grinding, not a marketing department with a fog machine.

And this is where I think of a certain old‑school mechanic I once knew — the kind of man who could rebuild a carburetor with a screwdriver, a cigarette, and a bad attitude. He had a simple rule for anything over‑engineered or under‑thought:

“If it ain’t broke, don’t fix it.

"If it *is* broke, stop talking and fix the damn thing.”

Ilika is doing exactly that.

Quietly. Methodically. Without the Broadway‑level theatrics you get from QuantumScape, which can turn a separator test into a three‑act musical.

Ilika, meanwhile, is in the back room actually building the thing.

And that’s why owning Ilika feels like a biblical trial.

You wait.

You endure.

You wonder if the next update will arrive before the next ice age.

Then suddenly they drop a real milestone — not a sketch, not a concept, not a “vision,” but a **manufacturing yield** — and the market shrugs like it’s been handed a grocery list.

So yes, Ilika requires Job‑level patience.

But unlike Job, at least we get oxide batteries at the end of the ordeal.

Not sure why you are "genuinely surprised" at an increase in ILIKA, Strangler. Actually, with QS at $7 US after demonstrating only circus like keg-stands, ILIKA should be well ahead of that for demonstrating much more meaningful solid state battery science. So, if one is betting on the come, looks like ILIKA is much more of a solid come.

So far today, ILIKF's American Depository Receipts are more than 13% higher on light trading.

Keep strangling the Kat's Strangler.

You are right, Smart. The possible applications for Stereax or Stereax type batteries are incomprehensible. You said billions, but worldwide, probably trillions. Ultimately, solid state batteries will replace lithium in a similar vein that LEDs have largely replaced incandescent and are close to replacing florescent bulbs. SSBs like ILIKA are the better moustrap. Soemone mentioned it the other day, that batteries similar to ILIKA's are much more disposable friendly than lithium. There are so many possible aspects to ILIKA that most have yet to recognize. In the short term, Goliath is sexy and an announcement by Tata/JLR that they were licencing Goliath would definitely boost ILIKA's stock price. But, I'm with Smart that the mega bucks are to be made in military (and otherwise) drones, F-35s, Apache helicopters etc., medical equipment, E-bikes, Iots, and, yes, flashlights. And we haven't even mentioned the greenies' cure for electrical storage with wind generators (that kill thousands of birds... i had to get that in there). SSBs ultimately will take over the battery world. Again, SSBs like ILIKA will not cause fires and they won't destroy landfills like lithium ion. Our problem is that some of us are approaching the age of Methuselah and would like to witness the aforementioned before the meeting with St. Peter.

Heavier trading again in the US. Still not earth shaking but interesting.

Why thank you, Tonks. I appreciate your encouragement. I note there is strength in the US today with ILIKF (ADR version of ILIKA). Trading is a little heavier than normal, but not earth shaking. I keep thinking we are on the cusp of a melt up. There just seems to be too many positive things taking place within Ilika's realm . I really think solid state batteries will overtake lithium batteries in a similar vein that LED light bulbs have largely replacied incandescent light bulbs. This seems even more likely since the movement away from incandescent to LED was nudged by government pressures. For me at least, ILIKA's SSB asvantages are so far out in front of current lithium batteries, that the aforementioned governmnet nudge would be unnecessary. The ultimate demand for a viable SSB appears to be infinitesimal. From ioT, to Stereax medical, to military (you Brits started it, but us Yanks will definitely want to participate), and Goliath; i can't envision a world without the future dominace of SSBs. And Ilika appears to be leading the pack. I think QS and others for all of their hype are far behind Ilika.

I was talking to my pal HAL-Too (the nickname i've given Microsoft's AI program) this AM and asked it whether ILIKA could go the way of the Tucker car company of 1946. This was a very inovative short lived company that was way ahead of its time. HAL's response to paraphrase was that similarities did not exist, that there were much more serious financial presures such as calital formation, as well as political pressures backing the US's Big Three car companies that destroyed Tucker. As for ILIKA, in a nutshell the following, though HAL defined a much more in depth explanation than that which follows, was a summarized response:

Microsoft's AI says "Ilika is one of those rare micro‑caps where the fundamentals and the valuation have been moving in opposite directions for so long that a melt‑up becomes a matter of timing, not theory. Not guaranteed — nothing is — but the asymmetry is unusually clean."

Sorry I blew up. To tell you the truth, I would just as soon pull our people back completely and leave NATO to fend for herself in Europe. Perhaps the US could serve as a sort of nuclear umbrella, but even there, we'd get criticized. I don't see a need for having bases in England (~11,000), Spain (~3700), Germany ~36,000), Italy (~12,500), nor Diego Garcia (~2500). Add those up and we're talking about close to or exceeding 66,000 US service people. Afterall, we are at a point where all of you folks should be able to take car of yourselves. I think the same is true with Japan (~54,000) and South Korea (~27,000). I for one believe that the only land that we, the US, should grab for ourselves as we depart is the land where we buried our dead. You can have the rest. We have enough problems of our own right hear in the Northern Hamisphere. Besides, none of us are going to agree on how to handle the crazies of the world. Afterall, opinions are like rectums...everyone has one. So, I suggest balancing this touch of banter by saying... you know what you know, and I know what I know, and we'll leave it at that.

I do think Graham and the boyz have the most world changing potential SSB with Ilika.

To put some light on the subject, Neon, Captain Chaos may have just kept you from getting nuked. Thanks for the help. BTW, we got rid of our Neville Chamberlain a year of so ago.

TerryM1.

You knew going in that this was highly speculative. It annoys me that investors invest, then whine when the product goes against them. That's why you were wise to have no more than 5% of your investible pounds in this company... but then you knew that, didn't you. I suggest giving the reast to your wife. she will outlive you by about 8 years anyway... and she'll get most of it if your laws are similar to those of the US. I havn't seen anything come out of Graham and the boyz that i would call misleading. Just like the rest of us, they are at the mercy of "events." Some they can control and some they cannot. If your stock value is really scratching your hind side, i suggest selling and taking the tax loss. Take whatever's left, hit the basement of a good pub and purchase a few pints of Guinness. You will feel better. I for one still believe in this stiff upper lip, plodding, yes, well, let's not get carried away attitude of a copmpany. I plan to go down with this British ship if that be the case... because Ilika makes much more sense than the keg stand logic promulgated from the likes of QuantumScape. So, if you can't take the heat, jump into the fire and get over it. You and Buzz drve me to drinking... more and more.

That's the nature of investing. But in Ilika's case, their profits are yet to come. I don't know of any of the pure so called solid state EV battery companies that are profitable at this point. Ilika was and still is speculative. One should never invest the home equity pounds (or dollars) in spec stocks. One should keep enough in the till to be able to eat steak once a week... no matter what.