Analyst Q&A with Dr Tom McColm at Baden Hill: Ilika plc (LON:IKA)

Ilika plc (LON:IKA) is the topic of conversation when Baden Hill’s Partner and Equity Specialist Dr Tom McColm caught up with DirectorsTalk for an exclusive interview.

Q1: We’ve just seen that Ilika has published final results which were looking pretty good, where do you see the company’s first OEM licencing deal coming from?

A1: Yes, it’s a good question, it’s the thing that everyone’s looking for. I actually think it’ll be from one of the more specialised small scale Stereax applications and even though it was their latest and most recent product launch, the M50, this very very small millimetre scale device.

I think it will come for that product in the medical device application area because it’s such a high value add and there isn’t really any other batteries that can perform those sort of functions.

So, if I was a betting man, I’d say it’ll be an M50 application and what it definitely won’t be will be the big goliath cells in EV, I think that’s still a long way off.

Q2: So, what should investors be looking out for news flow wise over the next 12 months?

A2: Obviously, the one that I mentioned earlier, is we’re looking for this first big OEM licencing deal, it does seem like they’re getting closer and closer in a number of areas so that one will be a bit of a game changer.

Also, an important area is the relationship that they have with Semefab on the manufacturing side, information on that will be interesting, how that’s going, how that scale-up’s going because without that, the whole business model won’t work.

So, big first OEM licencing deal and good progress on the manufacturing partnership with Semefab.

Q3: Finally, what’s your view on the overall global battery market going forward?

A3: I think it’s just going to absolutely going to get massive. There’s two huge global megatrends at the moment, you’ve got the decarbonisation of energy and you’ve got the electrification of transport, both of those require vast amounts of storage.

Alongside that, you’ve still got the usual markets, consumer electronics markets, mobile phones etc. so I think there’s going to be a huge growth in the volume of batteries produced over the next 10/20 years.

Click to view all articles for the EPIC:
Or click to view the full company profile:
Share on facebook
Share on twitter
Share on linkedin
Ilika plc

More articles like this

Ilika plc

UK APC awarding £9.4M to 22 low-carbon vehicle feasibility studies

To support the future of green automotive manufacturing and accelerate the UK’s transition to net-zero emission vehicles, the Advanced Propulsion Centre (APC) has guided £9.4 million (US$13 million) in public funding to 22 feasibility studies looking to scale up the

Ilika plc

Ilika appoints Berenberg as Joint Corporate Broker

Ilika plc (LON:IKA) a pioneer in solid-state battery technology, has announced the appointment of Berenberg as the Company’s Joint Broker with immediate effect. Berenberg will work alongside the Company’s existing Nomad and Broker, Liberum Capital Limited.

Ilika plc

The Institution of Engineering and Technology

Event Name: The Institution of Engineering and Technology Ilika at the show: Dr James Mason will give an oral presentation “The development of battery powered electric vehicles” at 6pm UK time, 8th April 21 Date: 8th Apr 2021

Ilika plc

Ilika to present at European Heart Rhythm Association VIRTUAL

Ilika at the show: Denis Pasero, Product Commercialisation Manager, will give an oral presentation “Miniature solid state batteries for next-generation cardiac devices” at 12:35PM (CET) on 25th April 21 Date: 23rd Apr 2021 – 25th Apr 2021 Location: