Member Info for JulesA-ssb

Ziroth (a battery expert who posts on youtube) posted a video yesterday which deep dives into Donut's SSB claims. Electrek have picked up on the video and posted a story on it..... Take a look, it doesn't look like we will see a Donut battery very soon or at all. As a contrast, Ilika appears slow to market, but at least they have products which are independently verified and currently being evaluated by many potential customers.

The energy density of the ilika battery is likely in the 300 Wh/kg range using a silicone anode. .. in fact it could be a lot more if ilika have managed to figure out how to stabilise/control the expansion factor.

Presentation format looks a lot more polished than normal. GP also described T1 partners as 'customers' rather than 'potential customers' when discussing waiting for feedback on the Goliath 10Ah prototypes....

Doing a quick google search results in 200-260Wh for NCA, what does that make Ilika's solid state battery density? (if i've not misunderstood the statement in the press release!) .. NCA (Nickel Cobalt Aluminum Oxide) batteries are known for their high gravimetric energy density, making them a preferred choice for long-range electric vehicles (such as those from Tesla) and high-performance applications.

Gravimetric Energy Density (Specific Energy)

Typical Range: 200–260 Wh/kg.

High-Performance Cells: Some high-performance NCA cells can reach 240–280 Wh/kg or higher

If they are testing the 10Ah batteries for suitability in the battlefield and i think i read somewhere that the 10Ah battery size is very suitable for mobile aka soldier worn devices.. then are we seeing the first evidence of the gravimetric energy density of the ilika 10Ah battery i.e. 'power to weight' ratio or Wh/Kg being 3x standard Lithium ion cells? (with an electrolyte)

The P1 published 2Ah design objective was to get to at least 350W/kg to match the best non-SSD batteries at that time in 2023/2024 time frame. After the P1 2Ah battery, the design was scaled up to 10Ah (P1.5) and lastly the 50Ah prototype. The OEMs validated the P1 SSB's in 2025.. (and therefore design objectives?..reading between the lines perhaps? :)

As Ilika has not commented any further on the actual Wh/Kg value, you can only assume it met its design objectives (as validated by the OEM's) and therefore their SSD batteries are at least 350wh/Kg. (Incidentally Using Silicon for the anode theoretically enables a much, much greater energy density than 350Wh/kg than current graphite anodes in li-ion batteries.)

*feel* a positive announcement is not too far off - Just looking at GP's body language, He seems more at ease/confident in video updates from January this year as if he knows its just a matter of time now for someone to sign a licensing deal with Cirtec or Ilika.

Then there are the many recent updates on Stearex and Goliath in the last few months, the Investor evening and the trade shows announced... its like Ilika has all of a sudden switched from university 'never oversold' mode to commercialisation underway approach.

Project Primed is underway ...'the company secured a £1.25 million grant from the UK Government’s DRIVE35 programme in July [2025]. This funding supported the launch of the PRIMED programme in August [2025], a collaboration with Jaguar Land Rover and Oxford University focused on industrialising Goliath A-samples for the global electric vehicle market.'

And circumstatially...

JLR's (well their battery supplier/Tata sibling company.. Agratas) Is building the biggest battery production facility in the UK, which will be complete later this year/early 2027.

Jaguar has stated its going completely EV this year.

The first EV Range rover is being launched this year.

It may not be JLR who is first to sign a Goliath licensing deal, but it does seem the most likely candidate at this point?

I posted this yesterday on another chat forum: Donut has started to publish Battery Cell testing results.. in a serialised format though. (check their website for the first report and video).. Part 1 covers charge/discharge rates vs battery temperature. The report has been available for a few days now, giving enough time for the experts to assess the data. Initially, the review of the data was positive, however now the consensus is quite negative/sceptical when comparing the results published to the CES Donut claims.. Look for yourself on youtube.....

Ilika plc has confirmed that it will exhibit at The Battery Show Europe, taking place from 9 to 11 June 2026 at Messe Stuttgart. The event is one of the largest battery-focused exhibitions in Europe and brings together manufacturers, automotive groups, materials suppliers and technology developers across the electrification value chain.

Industry exhibitions of this scale concentrate potential customers and partners into a single venue, creating a practical environment for progressing discussions around qualification, integration and supply.

Ilika’s participation will include a technical contribution from Denis Pasero, who is scheduled to deliver an Open Tech Talk and take part in a panel discussion.

I could be wrong but it appears there's a lot happening at Ilika all of a sudden....

LONDON - Ilika plc (AIM:IKA) granted share options over 2,686,175 ordinary shares to executive directors and employees on Monday, representing 1.49% of the company’s current issued share capital, according to a press release statement.

The solid-state battery technology company awarded options under two schemes. Under the Long Term Incentive Plan, Ilika granted options over 634,956 ordinary shares, including 625,360 options to Chief Financial Officer Jason Stewart at an exercise price of 1p per share. The LTIP options vest upon achieving performance targets over three years.

Under the EMI option scheme, Ilika granted options over 1,182,063 ordinary shares to employees and 869,156 options to Chief Executive Graeme Purdy. The EMI options carry an exercise price of 27.5p per ordinary share and also vest based on three-year performance targets.

Following the grants, Stewart holds options over 1,672,094 shares, representing 0.92% of issued share capital, while Purdy holds options over 4,180,726 shares, representing 2.31% of issued share capital.

Other recipients under the EMI scheme include Louise Turner, VP Product Development, who received options over 184,992 shares, and several other employees who received smaller grants.

The company stated the awards aim to align executive and employee incentives with company performance and shareholder outcomes over the long term.

This is positive - Ilika actively promoting themselves to prospective investors!

Ilika is your classic British reserved/doesn't over-sell their tech. company, unlike a lot of the SS competition in the US.

It instead has followed a scientific led approach to sharing news and achievements to date ......so whats changed? ;)

Buzz, take a look at the youtube video produced by 'adams everything EV' - its a really comprehensive well thought out evaluation of the Donut labs claim.

My view is that Ilika has been hit recently by the AI fears - It's listed on the US stock market and has therefore been subject to the same irrational investor panic generated by AI agents and their capability to easily replace industry sector specific SOFTWARE products as demonstrated by Anthropic recently. I worked in the hyperscaller industry before i retired a few years ago and believe when i say AI will disrupt the software industry in a massive way both in the cloud and on prem.

Incidentally, i think a lot of businesses will move back to on prem rather than trusting the clould to host their crown jewels data to service providers such as GCS, AWS, Microsoft etc and Enterprise grade cloud hosted AI is going to get very expensive in the cloud as the SP's will have to recoup their huge investment to get it all up and running. There are open source LLM's and agents emerging now that will challenge Anthropic and the like. e.g. open claw as an example.

Ilika is HARDWARE so there is nothing to fear from AI, in fact solid state batteries will compliment AI by powering the portable hardware that is running AI agent software in devices such as glasses or headphones and of course in mobile devices.

Ilika M300 has a lot going for it. The business with Cirtec will take a year to get going, but i see massive potential with the micro battery business which doesnt have an electolyte so is really safe for medical applications. There is intrest from Lura health and the other 20 or so businesses which havent gone public yet.

Ilika Goliath SS battery technology is also near early adoption in EV's and other applications. It's 10Ah batteries produced at UKBIC (i.e. on a production line, not in a lab) are now being evaluated by JLR/Agratas and others. These batteries are going to be more expensive than current EV batteries, so I expect them to be used in high end EV's initially or for example niche applications such as military. Their selection for use based on no electolyte=safer, can withstand high temperatures, reduced weight, faster charge rate and much longer lifespan than current EV batteries.

Now, tell me.. whats not to love about this company and its technology?

Hi, I've just joined this msg board. I've been reading through the past press releases/other msg boards and learnt that lika and Agratas (JLR battery division) have worked quite closely from mid 2024 on Giga scale Solid State Battery productionisation during the SiSTEM project and also a parallel activity described in the same Ilika press release i read.

The UK government has been supporting Ilika's battery development for many years via different streams and its also created the UKBIC in Coventry, UK. This is where Ilika produced the 10Ah battery samples and planned to follow on with the 50Ah prototypes with JLR project oversight - for the Primed project.

The construction of Agratas's £4 billion, 40GWh gigafactory in Somerset, UK is now well underway with battery production starting in 2027. Can we assume/hope that as a new factory, it would facilitate solid state battery production from day 1,...incorporating the Sistem funded knowledge gained between the two companies in 2024/2025 into the design of the new plant? - has anyone got any insight on this?