Member Info for katstrangler

The only surprising thing for me is how little digging retailers do about the wider world of their company's assets.

in a world of ever changing developments it just is a route to losses to not be emotional about a long term holding or just listening to the company news as knowledge of the wider world.

There is persistent mm 'encouragement' to believe that exhaustion is here and a 'rise' is imminent. what happens is that it just opens another opp for sellers to take advantage. it'll repeat until it... doesn't.

right now it's trading on a 123 > 119 > 124 > 120, roughly. until that's finished...

You can ask ai the same question in a million different ways... you can also check its data on the link or just verify it yourself by browsing the rns'...

the problem with folk using ai without double checking or just asking them to verify the points made. you soon get the correction (though not the cause fo the error).

Total bs about a contract to supply SpaceX. show the rns where that news was announced.

ABSOLUTE BS and the kind of rampy nonsense that does... what? you think 10million shares are going to get bought on that bogus post.?

sin bin for you...

General points about investing, not about ITM... the news i'm now waiting on here is the June confirmation of the DESNZ £46.5million... that'll see the price back over 160... anything else they happen to announce or a TR1 to show seller is done and i'll be happy with that, too.

...never mind mm tactics, BoD indecisions, lack of pr and wider economic and political tremors.

fun, eh!

You're going to have to learn how to convert bs posts and rampy posts and trolling posts to discern any semblance of truth. you're also going to have to learn whether you have the ability to rise retail sentiment as it often overides the facts.

that retail overbuy a share to the point where it's a certainty to trigger sells is a tough skill to learn and only comes from falling prey to it a few hundred times!

Be a few dips and rises along the way to shake out the nervous shareholders but... looking good into the next news drop.

Nope. just lots of profit taking on over-exhuberant buying by retail. the sp was sitting at 60p before the news started rolling in... what the company is actually worth on that news is immaterial when you have 200% profit in a few weeks. even the most loyal holders, holding since 2023 at an average of 70p or better, can't refuse that kind of money, when they've been holding for nearly 3 years with nothing to show for it.

once the churn has gone the thrill will return... but it takes weeks, not days... unless there's news to trigger a rise (or absolute expectation of news)

Ignore GS... they have permanently underplayed ITM and can't admit to just how poorly they've researched it... that, or they have a real grudge against the company now that uk govt have given it its blessing.

Or they could have told potential owners if they keep the receipt they can return it for a ful refund... just go to the customer services kiosk!

Nm

I included all those points... i tried to be fair about the points.

the bit i didn't have time to include was that IKA has the lead (as far as i know) in the 10Ah for defence... but until there's some evidence of a deeper relationship and a timeline for jda and contracts the point still stands about placing.

and there IS a questionmark re. 50Ah. BoD can't sideline 50Ah publicly as it would trash the company, turning into a boughtique company from a multinational EV ip. so i would imagine all eyes are on the next 50Ah news with JLR development.

Cute response, CY but 12-24months is my point: IKA need cash now, for 2027. the contracts barely cover one month's cash burn. Brompton trialing into mid 2027 for £200k makes my point for me. no contracts without trials so they need cash through to 2028.

'money' will ask for a 15-20% discount and before August. a good price will only come from follow up contracts for Stereax or milestones..

defence timelines will be slow and unsure what costcutting IKA can do to extend cash?

50Ah news was ominously absent in last update, distracting everyone with 10Ah news instead. but the market knows the wider situation with solid state now (and guess where it comes from, besides Factorial)

The Real-World Chinese EV Trials (2026 Reality)

Chinese manufacturers aren't just doing closed laboratory trials anymore; they are actively putting solid-state batteries into production vehicles on the road this year.

GAC Group: Late last year turned on China’s first production line for all-solid-state cells (ASSBs) rated above 60Ah. Currently installing these cells into test vehicles for small-scale trials, targeting a range of over 1,000 km (620 miles).

Dongfeng Motor: Just this week announced its independently developed 350 Wh/kg solid-state batteries will enter mass production and vehicle integration in the second half of 2026. They have already integrated them into their eπ007 model, completing extreme cold-weather testing in regions hitting -30°C.

Chery & FAW Group: planning to deploy a massive 400 Wh/kg "Rhino" battery in its high-end vehicles by the end of this year, while FAW Group recently installed a 142 kWh solid-state pack into a prototype car capable of a 1,500 km range.

The Chinese Strategy: "Niche-First, Mass-Market Later"

While the hype is around 1,000-mile electric cars, the actual cost of a Chinese All-Solid-State battery cell is currently three to five times higher than a standard LFP battery. Adding a full solid-state pack currently adds roughly RMB 80,000 (£8,500) to the manufacturing cost of a car.

Because it is too expensive for a budget family saloon, Chinese battery giants like CATL, BYD, and Gotion High-Tech are adopting a two-pronged approach that mirrors exactly what we discussed regarding Ilika:

The Commercial EV Track: They are using semi-solid-state (hybrid) batteries as a stepping stone for premium consumer cars to absorb the initial costs.

The High-Value Niche Track ((Defense, UAVs, Aerospace): China’s domestic battery consortiums have explicitly stated that their 2026 production lines are targeting the "low-altitude economy" (military and commercial drones, logistics eVTOLs, and robotics).

How Does This Reflect on Ilika?

The Chinese government isn't leaving solid-state to the free market, releasing its first official national "Solid-State EV Battery Standard" next month to codify the industry's manufacturing rules. When China standardizes a technology, it's a signal their supply ch

Https://www.dailymail.com/sciencetech/article-15891329/China-answer-petrol-stations-comes-Britain-BYD.html

Nice balance here to the next news coming. there'll probably be a bit of a rise from early buyers at this level in anticipation of a jump.

happy to be here.

Well, as i got out at 0.6 im fine... and how did you do out of it, Billy? did you manage to compensate for all the red in your wider holdings in your, your child's, your wife's, your mother's, your pets' holdings?

They're not pushing the price up because there are still sells to soak up but, outside of a final flush i think this is the support.

so, if it's going to rise from here it's going to need a positive rns or two to light the fuse...

gla.

Then it's a year's worth of funding that'll be required to keep everything going (and that assumes that defence is now the primary goal, with stereax second).

to make the funders comfortable with a longer term hold, over instant turnover for profit i suspect a hard placing. certainly in the 20s and lower than any retail would like, but with a WRAP offer to make it tolerable.

but i could be very wrong, to my own detriment and a missed opportunity.

The Immediate Play: The "Design-In" RNS

Because the final contracts take years, the "good news" catalyst you need to look out for isn't a massive sales order. It’s a Joint Development Agreement (JDA) or a Process Qualification announcement with a Defense Prime.

If a company like BAE Systems signs a JDA to use Goliath for a specific drone or soldier platform, the market will treat that as a massive stamp of approval, even if the actual revenue won't hit the balance sheet for another two years. It's the exact same model as the Brompton deal announced in April: a formal integration program that keeps the lights on via grant funding/R&D fees while they wait for mass production.