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Given that last year 2024 results and investor meet company was on Monday 15th April I think it’s likely that we will get the same again on Monday 14th April especially as Easter is a few days later which rules out 21st April.

However to paraphrase the late John Candy… Six bucks and my right nut says we will get a RNS before then.

If we do go down to 40p I will add a shed load more shares to my already large holding as I can see a big bounce off the next RNS. Now that Ilika is in the eyes of traders they will be back to make more money. Plenty more news due to be released in near future.

But my interest is in the share price at the end of 2025 which I think could be anywhere from 75p to 200p. 75p without a commercial deal on Goliath. 200p with at least one commercial deal announced on Goliath before the end of the year.

Inevitable that the day traders would take profit at some point. However, long term investors will hold strong as we are just at Everest base camp!

You wouldn’t want to go into the weekend not holding these shares as growing chance of the next RNS with each day that passes.

Just made another small top up at 1.33 which by my calculations any buy under 1.40 stands a high chance of doubling in value this year considering we were at 2.74 a year ago and the company has taken enormous strides forward since then.

Will keep adding under 1.50.

I dare not top slice as the next RNS is just around the corner. Ilika is either on schedule or ahead of schedule and each week seems to bring progress on either the Stereax or Goliath battery.

Tech stocks behave very differently to other sectors in that they tend to bump along doing nothing for ages, but when they do start to move they really move fast.

Ilika is now progressing with development towards a D7 design freeze, which it expects to achieve in Q1 2025. The D7 design freeze will form the basis of a release of 10Ah prototype cells to customers, called the P1.5 prototypes, which will be an upgrade on the 2Ah P1 prototypes released in July 2024.

This intermediate P1.5 prototype will address automotive OEM requests for a further proof-point of the technology, as Goliath scales up beyond the capacity of cells released by some competitors. The timing of the P1.5 release will be driven by completion of testing of a batch of batteries based on the D7 design, by Q2 2025.

The 2025 development roadmap will then extend to D8 design freeze, which is also expected in Q1 2025, and then to the crucial Minimum Viable Product ("MVP") stage, targeted for the end of 2025. Ilika's Goliath MVP, or 50Ah P2 prototypes, will underpin revenue generating licensing opportunities.

Today’s spread 125 to 140p. That’s a 12% spread!

Greedy SoBs

“The Smart Medical Implant market is booming, expected to grow 18% annually, reaching $4.8B. How do medical devices, with their low production volumes, keep up with the semiconductor industry’s economies of scale? Join us at IMAPS where Cirtec Medical's Rex Hales explores strategies to navigate this challenge and optimize ASIC development for Smart Medical Implants.”

Ilika is definitely in bed with the right partner!

Makes me think of Simpsons Series 3 Episode 11 where the employees of the Springfield Nuclear Power Plant become wealthy after selling their company stock, except for Homer, who sold his shares prematurely.

But 100% gain is 100% gain so can’t quibble with that. Good luck in your future endeavours and maybe see you back here again.

It’s clear from their latest sales pitch below, which was posted last night, that they won’t compromise on performance. I’m a firm believer that quality wins the day!

“Don't settle for ingredients and formulations that aren't delivering the deepest clean, while also being affordable and safe for people and the planet.”

Have questions? Ask Itaconix: https://lnkd.in/e74wsHRi

Had a look at the list of US patents for Ilika and it is a mightily impressive list. The most recent patent was just last month titled “Composition, methods for its production, and its use”. If you have the time it’s a fascinating insight into the incredible science that Ilika are creating and leading on.

Also impressive to see the Stereax battery referred to by other inventors. For example, in a recent patent titled “SMART CONTACT LENS WITH WAVEGUIDE DISPLAY AND FOCUSING SYSTEM” where the proposed device would need to be powered by a micro battery such as Stereax. The fact that leading inventors of micro devices needing a power source think immediately of Ilika shows how the world is waking up to their incredible technology.

https://ppubs.uspto.gov/pubwebapp/static/pages/ppubsbasic.html

Well said Leon. So many positive catalysts for share price growth over the coming months.

I know people are getting excited that the price has doubled but I’m looking for 5x to 10x

The price should never have fallen as low as it did but I ain’t complaining as it’s a massive opportunity to get rich IMO. Good luck all and DYOR

Really surprised that there are still people selling when the trading update / 2025 forecast is only a few weeks away. In investment timescales that is nothing.

Still planning to buy more before the trading update if the price stays below 150p. Just waiting on some of my US shares to report results in the next few weeks.

Top slicing is usually a sensible thing to do. Personally I’m not selling one share as we are on a rising tide and knowing what is on their expected timetable for 2025. The current market cap is just £82m. If this was listed on the Nasdaq it would be over a billion.

I’m looking forward to the OTCQX market opening at 2.30 over in the US. Word on Ilika will slowly be spreading over there and the Americans love a cutting edge tech stock. US markets were shut yesterday so could see some significant buying later today.

Yes news on small caps tends to travel slower but people finally beginning to realise what the last RNS means for scalability. Be interesting to see what movement upwards we get on the OTCQX market when it opens at 2.30pm in the US. Tech stocks are more appreciated in the US and news will slowly be filtering through there too.

John-Marc Bunce, director of research for broker, Cavendish, which has Ilika under coverage believes the company is quietly taking the lead in a global solid-state battery race.

Bunce said: “[…] we believe there is broad consensus that solid-state-batteries (SSBs) are the future of batteries, with SSBs being forecast to surpass 4% global market share by 2030. Within this, ceramic-oxide SSBs look to have a particularly promising future as, amongst typical SSB attributes such as high energy density, these have the best safety profile, making them well suited for EVs, which is the biggest and fastest-growing battery segment.”

He continued: “Ilika is one of a very small handful of companies to have overcome the challenges of hard ceramic-oxide electrolytes with its approach commercially proven though the licensing of its Stereax micro batteries for medical devices. Ilika’s large format Goliath SSB has already reached energy density parity with current lithium-ion cells and is set to reach a Minimum Viable Product within a year, which we believe will help close licensing discussions, for which EU and US premium automotive brands are undoubtedly circling.”

Cavendish has set a target price for Ilika of 83p.

Credits: John Foster at The Armchair Trader

I hope the company doesn’t entertain any bids this year because there are major developments coming this year which will significantly propel the share price.

Stereax is getting a lot of commercial interest in the US thanks to the partnership with Cirtec Medical and orders are just starting to come in.

Golliath is likely to see commercial approaches and partnerships from leading car manufacturers in the second half of this year.

Both batteries should lead to significant re-ratings this year so not in any hurry for external bids.

Quoting from President Trumps post at 17:52 today on Truth Social…

“There are no Tariffs if you manufacture or build your product in the United States”.

Interesting and useful research DB and Medice.

John Shaw did say that version 1 of the Itaconix superabsorbents were not as good as the polymer superabsorbents and hence why they were now working on version 2. Hopefully the new IP is a breakthrough in technology that enables comparable performance. If that happens, I’m selling the house and putting all of it in Itaconix 😂😂😂