Member Info for katstrangler

The Timeline: Will it require 12 months of trialing?

The short answer is yes, at a bare minimum. In fact, for a formal, large-scale Ministry of Defence (MoD) procurement contract, 12 months would actually be considered lightning-fast.

The defense testing pipeline looks like this:

Phase 1: Component Testing (Where Ilika is now): This was the March "bullet test" on the range. It proved the chemistry is stable under fire.

Phase 2: Integration Testing (6–9 Months): This is what Ilika’s commercial team is trying to broker right now with Tier-1 defense primes (like BAE or Denchi). The defense prime has to take the 10Ah cell, design a custom casing, integrate a bespoke Battery Management System (BMS), and make sure it can handle extreme vibrations, EMP shielding, and freezing temperatures.

Phase 3: Field Trials (6 Months): Soldiers or drone operators take the integrated pack out to training grounds to see if it survives real-world abuse.

The Reality for Shareholders: Anyone expecting an RNS saying "Ilika signs £10m supply contract with MoD" this year is dreaming. Defense procurement cycles are notoriously long.

Where does a 10Ah battery actually fit in defense?

The 10Ah form factor is too big for miniature surveillance drones and too small to power a heavy multi-rotor vehicle by itself. Instead, its utility falls into two very specific buckets:

The "Modular Pack" Approach: In the military, you don't build a drone around a single battery cell. You stack them. If you take ten 10Ah Goliath cells and link them in series/parallel, you suddenly have a highly customized, ultra-safe 100Ah battery pack. This is how they scale it to mid-sized tactical drones, loitering munitions (kamikaze drones), and autonomous ground vehicles.

Soldier Systems (Conformal Wearable Batteries): This is arguably the bigger market than drones. Modern infantrymen carry up to 10kg of lithium-ion batteries in their gear just to power radios, night-vision, and targeting computers. Because the 10Ah Goliath is a flat pouch cell that passed the bullet test, it can be stitched directly into a body-armour plate carrier. If a bullet hits it, the soldier doesn't suffer a catastrophic chemical fire on their chest.

All opinions i hold myself... the defence and Cirtec are now the main lines of interest, i'd say. but, until something positive is said about defence (i think even that will take months to validate and i'm not sure there's a universal template that'd fit all drones, like an AA battery but i have to say i'm unclear about what drones are being discussed, re. weight and management requirements of a 10Ah.

'drones' includes everything from the bromption bike sized domestic types to car sized monsters so am clueless what 'hole' a 10Ah capacity battery does for the defence market?

but at least we've moved on from talk about huge contracts saving the day and no need for placing. if they drop it into good news then sp struck is higher, otherwise...

appreciate the comments, though (and, i think repetition is justifiable as the likelihood is increasingly likely. whether that has any baring.... )

The only message you need to take from the thousands of posts on here is that the sp now sits at 0.33 - 0.44 range because there's not much trading and so mms soak the buyers/sellers to make sure they're not holding.

there's suppsoed to be news but noone has a clue which way it'll go so nail your flag to 'yaaaay!' or 'naaaay!'.

the company is in the toilet atm, having lost many of its assets to crypto laws changing and their own inability to keep focused on one thing. OR else they're been stupidly ambitious and that's why the sp is now a fraction of its past value.

the BoD are almost totally silent about everything except the progress or otherwise of Semnet court case.

fans say it'll restart the Semnet IPO and critics say that's nonsense as there's nothing in their accounts to show it'll pass even the smallest hurdle for IPO, never having had one single ii or HNWI on the books.

and that's about it... nothing else to see and certainly nothing else to read, outside of the rns' for dates.

good luck, Eidr.

Some people really show their 'value' in their opinions and make them ripe for filtering.

save your laptop a few pixels and filter molotovchild and the nonsense swivels.

gla.

Mikey, if anyone had 30p shares and DIDN'T sell at 150p+ then they're not good investors...

Links to generalised news items don't help... the Factorial site and their IPO i think is very much more telling. if you can't see how sodium ion and factorial are concerning then maybe you should read THOSE details?

Only 'repeat' myself to counter some of the bigger nonsense punts by rampers who, presumably, are in the red. i'd like some honesty in the discussion... but accept that everyone posts their own belief, rather than facts, for the most part.

If it gets to 150 again you'll be lucky.

don't look at the outlier 220+ prices... they were absolutely the anomaly...

Gla.

Plus the fact that they pished off retail by denying them any reasonable access to the discount (might be a godsend in the short term!) either way, it feels like a year to see even a return to the price when Quinn first joined.

And, don't forget he barely (if at all?) takes a salary. he's averaged down significantly and gets all his rewards (until this averaging down!) from huge bonuses in lieu of salary. so this placing is his way of doubling down on his success. but it IS going to take months to turn it around, if Trump/Iran doesn't work itself out (he's on a ticking clock to announce a 'victory' that actually frees up oil deliveries) so it's dead money until... other than now having secured funds into 2027 and a presumed resolution.

You seem to think i just live on the one company bb... it's not the case. i see the sp react, i read the last couple of dozen posts and i look for a reason for the move. i'm not one to only spend my investing life looking at the one share...

I have no idea why you take it so personally that i 'trade'... it's just the most bizarre notion that you think, because i post something that it makes me 'bad'... as if many of the lthers on here haven't secretly traded it also but just didn't mention it!

..'unlimited'.

No, i'm not 'a short term' trader!

i'm an investor who doesn't have limited resources to invest so have to look at the peaks and troughs to maximise my holding with the same cash!

what that means is i pay more close attention to the sp than someone who has 500% paper profits!

so, grow up just a wee bit and reflect on the fact that my posts tend not to be inaccurate, as far as judging the movement of the sp.

You can post the upside, not a problem. but make it genuine and an honest appraisal... or counter the posted negatives and you'll be doing everyone here a favour!

Of course there's a need! stuuuupid thing to say... their job is to keep the trades going. if they find folk are happy to take a lower price for their shares then they will drop the price. noone forces anyone to sell but with 100% profit and still 'maybe' concerns about whether carbon zero is going to have to take a back seat to defence spending in govt coffers, there's an obvious risk now.

the 'greed' if there is any is from holders who saw 220p and thought 'i reckon i can squeeze a bit more out of this' when it was already MASSIVELY overbought...

Rider, when will YOU realise it's immaterial to you but not to new money who always has to judge whether 'good news' just gives the 5x bagger the chance to sell again.

look at the price since the October 'grant' ramping... how many times has '60p coming' been pushed and here we are at 40p. if every time a 60p prediction was posted someone bought in at 54p they're not going to be as chipper as you, maybe?

it's been 9 months of 'this'll be 240p by year end' and so i'm happy, as an investor, to wait for even the slightest drop (and i'd point out that 54p > 40p isn't really that slight) but i get your own sentiments.

Medical devices... it's a good product but still needs commercial testing on those recent buyers so will take months to convert to bigger sales.

defence... think it's primarily drone tech it's for so safety is already been achieved with the 'bullet' test. but what the market potential is is not really understood.

EV's it's looking like a dead duck... haven't got to 50Ah b samples yet. they're two years and £millions behind Factorial now...

brompton bikes is just...

i don't think i'm as keen as i was earlier this year without a good reason and i think the company will need to restate what that reason is (and i don't mean £200k from Brompton).

gla.