Member Info for katstrangler

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.

"You do know that for every share sold there has to one bought, right?"

yes, but they keep lowering the price at which they'll take them to pass onto the buyer... and they have their margin too so they keep squeezing the bid down and make a little extra on the spread too.

now seeing 114 as my buy-in...

At 39p the risk is less... but still a chance it could go lower. but at least it's more shares for the same price, if sold at 44. for now, i just see lots of generic postings about america/china/MP/defence and the sort of 'optimism' that the bb is noted for while whoever it is that's still in profit decides they can take some time off for a couple of weeks.

Personally, having waited for a good while for the placing i now think the market's changed for Ilika.

from having a future in EV's it's now pivoted solely to medical devices and defence. but the concern is the market for defence is seriously lower than the EV car manufacturing market so makes the sp weaker... again, only my opinion and it doesn't change any ramping or otherwise but suspect the market will be considering this when it comes to a price for the funding.

This week’s news from Factorial Energy and CATL perfectly illustrates why the AIM market is currently treating Ilika like a hot potato, dragging the share price down into that 32ish territory.It is a mix of a genuine structural threat to Ilika's automotive dream and a powerful narrative shift toward the 10Ah defense market. Let's look at the mechanics of what just happened.1. The Undercutting: Factorial & CATL vs. IlikaThe pressure on Ilika isn't just sentiment; it is the reality of being a small fish in an ocean of massive, heavily funded competitors who are hitting commercial milestones now.Factorial Energy’s Nasdaq Listing (June 8, 2026): Factorial didn't just release news; they officially completed their business combination with Cartesian Growth Corp III and listed on the Nasdaq. Crucially, they are already delivering 77Ah quasi-solid-state cells to Mercedes-Benz and Stellantis. For an institutional investor looking at Ilika, who is still working through the 10Ah phase to reach a 50Ah A-sample, Factorial looks a couple of years ahead and now has the US public market liquidity to fund the gap. CATL’s Sodium-Ion Juggernaut (June 2026): This is the real killer for the "cheap EV" thesis. CATL just announced mass production of its Naxtra sodium-ion batteries, hitting 175 Wh/kg, with vehicles like the Changan Nevo A06 hitting the roads this month. The Threat: Sodium-ion is 30–40% cheaper than standard lithium-ion. It entirely bypasses the need for solid-state's expensive manufacturing processes for budget and mid-range EVs. The Verdict on Undercutting: Yes, the mass-market EV window is slamming shut for small players like Ilika. They simply cannot compete with CATL on scale, or Factorial/Prologium on automotive-backed funding.

Smithery, except it really doesn't.

Q4 will be too late for a placing so Q3, otherwise the price will be dreadful. and, even then, funders aren't really interested in splashing their cash unless they get an immediate profit so either has to be into 'good' news or at sucha discount that retail decide they just have to average down...

imo, needs to happen sooner, while the sp is still in the 30s, even if the actual placing isn't!

again, don't know anything more than anyone else except not quite as gung ho!

Too many other companies doing similar or alt. options... like CATL for their sodium ion batteries... cheaper so IKa have to show it's just the cheapest option. but they have to do it before someone else comes in and makes them the betamax of batteries.

Not 'nearly' enough. if this goes into end of July, without other news then seeing sub 40 again.

If you haven't the time to trade the rises and falls then, fair enough. no reason to just hold and wait... but it would seem rash NOT to trade at least some of it to see a 40% increase in trading top to bottom... but i guess one has to accept that aim shares get overbought AND oversold to be able to risk it...

Gla.

It was well overbought... and now it's diminsihing profit taking. until April this year ALLLLLLLL the shares were trading at 60ish so all those shares are being churned. you'd have been made NOT to have sold for a minimum of 100% profit.

that folk were encouraged by the hype into buying at 150p+ says more about the intelligence of the retail investors and the absolute pull of rampy posts and herd mentality.

now it's acting in reverse and there's no reason to think it won't continue to... 100 - 110?

but are these buyers now expecting the sp to bounce back to 220p? VERY unlikely...

Stupid comment that says more about you than the company.

selling high street stores was nec.

revamping heathrow nec.

moving into airports nec.

US travel nec.

not their fault trump is a tool... nor that jet fuel has rocketed... nor that mid east wallets have taken a hit.

admittedly, won't turn around in months but let's see how low the placing is... got a feeling it'll be horrible as the only way to get that size of cash is to give them an easy win so see how low it is and if it's... mid/upper 300s?

Similarly, would have hoped for higher but with so many in profit from 60s... (i honestly thought they'd have all been passed on around the 200s but maybe it's the shorters who are also helping this drop...)

Surely the sentiment is sky high and that recycling has the support of US, EU and UK? isn't the drawback that production is STILL in the testing phase and until they show production cranking up... ?

It's not 'games'... there just isn't enough buying to push up the sp... new money is just distinctly wary now without an rns to encourage them. no doubt there'll be more big buy printed near close but retail just lost the enthusiasm considering just how many posts are about how the world is turning to **** and MKA is the saviour of it all...

since the placing was being arranged, the sp has just been a plaything of the ii's and will continue until the next decent rns.

Going to be a long haul to profit while Trump is doing such a brilliant job of their economy and the war!

Noone uses newspaper for fish and chips! there's a thought for ya!

unbelievable just how many waffling posts there are when it's the BoD that need to be posting... they're supposed to have a company out there so it's not just about Semnet. god, anyone would think all they are supposed to be was a cyber company!