Member Info for neon

Global events like this only proves the fact why we need companies like ilika more and more. You simply can’t rely on Oil and Gas anymore. You also need home grown alternative technologies to counter that.

Reach plc's result is probably affecting the sentiment further on top of us-israel vs iran conflict.

Have you sold out toplocks? You used to admire this company, what happened to that?

Am I right in saying Warpaint hasn’t issued their result yet? Few more days/weeks won’t make much difference anyway. Investors will come back in bulk if they can prove their turnaround is working so have a little bit of patience IMO, unless you are already out

Found it. I remember reading it somewhere that they have got early 50Ah ready but was waiting for 10Ah feedback first.

https://www.proactiveinvestors.co.uk/companies/news/1084230/ilika-shares-up-4-as-it-ships-new-goliath-battery-prototypes-1084230.html

"Ilika has also produced early samples of larger 50Ah P2 cells, although these will not be dispatched until customers have evaluated the 10Ah generation, which is expected in 2026."

This news came out on 11th Dec 2025 and the SP was just over 44p. Surely the 10Ah feedback can't be that far away now. No, I'm not getting carried away or as such but the SP will absolutely berserk if news lands on their Goliath update. Trade patterns is saying smart monies finally started moving in. Getting really exiciting now lol

GLA

Ran through their RNSs, publicly available info through gemini and this is what it listed as two reasons to buy.

"1. The Short-Term "Reality" (12 Months)

Current analysts (including those from the recent Yellowstone event) have a consensus 1-year price target of ~132p.

Why the gap from 30p? The market is waiting for "Proof of Revenue." The moment a partner like Agratas or JLR signs a formal Commercial License, the stock is expected to "re-rate" instantly. At 30p, Ilika is valued as a "R&D lab"; at 130p, it’s valued as a "Technology Provider."

2. The "Blue Sky" Potential (2028–2030)

If we look at a future where Ilika collects a 3–5% royalty on every Goliath battery made in a Gigafactory:

Market Cap Potential: Analysts have modeled a potential market cap of £300m+ by 2028 if revenues hit the projected £10m–£15m range (mostly high-margin royalties).

Projected SP: Based on the current share structure, a "Blue Sky" scenario puts the share price between £1.70 and £2.50."

GLA

Well spotted eagle eye, well done! I've already scaled in. It seems investors liked the presentation last night.

GLA

Well, apparently it's 21 now. This is what gemini pro said, man its taking ages for it to do pro analysis.

"2. The "Secret 21" (The Pipeline)

Ilika confirmed in their January 2026 interims that they now have evaluation agreements with 21 companies. While names are under NDA, the "market chatter" and analyst notes point to several sectors:

Tier-1 Suppliers: Companies like Agratas (Tata’s battery arm) are the most likely candidates to actually build the batteries under license.

Consumer Tech: There are strong rumors of a "premium cordless appliance" brand (think Dyson or similar) testing the 10Ah cells for products that need a 10-minute full charge without overheating.

Defense: The 10Ah cells are currently being "torture tested" for use in UAVs (drones) and soldier-worn tech because they won't explode if hit by a projectile—a major selling point over traditional Lithium-ion."

This is what Dr. McColm said, "The company already has evaluation agreements with 17 potential licensing partners, many of them tier-1 global automotive original equipment manufacturers (OEMs). The momentum over the past year has been significant, with clear improvements in both battery performance and manufacturing scalability."

smartinvestment:

do you know anything about this 17 prospective clients on the list they were referring to? i know about jlr and bmw but who are the remaining 15?

-------------------------------------------------------

"the "anonymous 17" (the secret list)

in recent investor updates, ilika confirmed they have evaluation agreements with 17 potential partners. (https://www.***************************/ilika-accelerates-towards-ev-battery-commercialisation-with-jaguar-land-rover-baden-hill/4121217774#:~:text=the%20company%20already%20has%20evaluation,battery%20performance%20and%20manufacturing%20scalability.)

who are they? while ndas prevent ilika from naming everyone, they have confirmed the list includes tier-1 automotive suppliers and global car brands from europe, the us, and asia.

10ah shipments: as of december 2025, ilika began shipping the 10ah goliath prototypes to these partners for their own internal "torture testing." this is a critical step; once a brand like bmw or a us giant finishes these tests, the next step is a formal licensing deal."

From somebody attended the event last night. Well, he attended it for his stock poolbeg but heard purdy's speech too.

I've also used Gemini pro like an hour ago, prompt was on yellowstone, including social media posts, comments, discussions, emails on Ilika, solid state and JLR and the result was similar.

Apparently reports from the event suggest a very bullish tone regarding the 10Ah Goliath battery feedback. Investors are closely watching the PRIMED programme, where Jaguar Land Rover is on the steering committee. Any hint that the 10Ah samples sent in December are meeting JLR's specs, the SP will jump like old time I think.

GLA

I Understand Ilika sent their 10ah battery cells to that JLR company to see if they are good enough to be integrated into larger packs for testing in electric vehicles. If the feedback is good, they have to connect these goliath cells in series and parallel to create a full battery pack of 50Ah/75Ah/100Ah etc. Of course there is a proper scientific processes involved in doing so but atleast ilika is good at it. And if the feedback is positive, I understand the SP will jump instantly from the current level back. I'm not in yet, watching it closely but having that urge to scale in soon. lol

GLA

Shorters are in action again.

US Supreme Court news just hit the market. Wait and see some sharp rebound now if shorts are forced to close. They are trying to dice it down but sentiments are changing so let’s see.

GLA

It was on directors talk interview

https://www.***************************/ilika-plc-first-commercial-revenues-signal-pivotal-shift-in-solid-state-battery-journey-video/4121236554

apologies if it has been posted before. i've gone through it twice, specially the conclusion. it was an honest review of the company including their finance. it looks like the market can expect some surprise new developments, specially in the defence sector. all the hints were there with their golaith 10ah which is very interesting. it's probably the right time investor to start building stakes here slowly imho.

gla

Shorts are losing their grasp every single day now. With a bit of positive news, we might experience a bit of short squeeze lol

GLA

Smatinvestment

Thanks for the info.

Their marketing guys should step up and spread the news as much as possible. QS was and still targeting the high end market with their billions, Ilika is a tiny fish by comparison. Because they are small and can survive on smaller contracts that QuantumScape wouldn't touch. Ika is like deep value play IMO. Ika investors are simply betting that this tiny company with 78 patents is being ignored by the market currently will eventually be bought out by a major car or medical company for a huge premium.

Testing would be thorough no doubt. You just need positive feedback so work on your next milestone but it also gives you some industry validation to present it to prospective business partners to scale up. Let the experts do their jobs, I’m just interested about the business lol.

I was too early but arguably this is the time to think about stake building. The financial uncertainty has pushed the price down but any future hookup will allow the company access various source of funding other than equity raise IMO. It will be really interesting to hear some positive Goliath 10Ah feedback. A sniff of positive news will complement the SP instantly IMO. This company can motor either way really fast.

I was in out in out ages ago and stopped following after the SP crashed. Ran through the RNS just now and can see they have made significant progress but a bit slow. Obviously you need industry hookup to make a difference. I suppose this 10Ah feedback is exactly what they need to present it to a major and take it from there. 130p is quite hefty target but can be achieved easily if Goliath can like up to it’s expectations.