The CMD was held to enable investors to meet management and see the newly opened facilities in Hampshire.  The roadmap for the future was outlined, where solid state batteries are important to EV development, but also for other early adopters, such as consumer electronics and domestic appliances.  Guest speakers were Asad Farid, Analyst,  Berenberg, on battery technology and the costs.  And, Adam Collins, Analyst Liberum, about the EV road map.

For those who just want a flavour of the day, and the key messages, just watch the short highlights video, (18sec-4m30s).

Short 4-minute highlights & site visit to new facility – 00:18-04:30

The full footage of the IKA Capital Markets Day – 04:30

Graeme Purdy, CEO

Introduction – 04:30
Ilika business overview & history – 05:10
Energy storage solutions – 08:05
Stereax product evolution – 10:03
Stereax commercial highlights – 13:05
Stereax development & manufacturing partners – 15:14
Ilika business model – 17:06
Goliath market needs for EVs – 19:30
Battery technologies: size and weight – 22:20
Solid-state batteries: advantages & challenges – 24:38
Solid-state competitive landscape – 26:49
Unit cost analysis /kWh – 29:42
How can Ilika beat the competition? – 30:44
Timeline – 35:15
Financial summary for H1 – 37:58
Summary – 40:43

Asad Farid, Analyst, Berenberg

Battery technology and costs – 42:13

Adam Collins, Analyst, Liberum

The EV battery roadmap – 01:55:57

Q&A – 01:12:32

Ilika plc is the holding company. The Company is engaged in the production, design and development of high throughput methods of material synthesis, characterization and screening. It has developed solid-state battery technology to meet the demands of the Internet of Things (IoT). The Company has materials development programs addressing a range of applications, including the solid-state battery, aerospace alloys and electronic materials. It has developed a type of lithium-ion battery, which, instead of using the usual liquid or polymer electrolyte, uses a ceramic ion conductor. It offers Stereax M250 rechargeable, thin film battery. It has applications in autonomous sensor devices, smart homes (heating, ventilation and air conditioning (HVAC), security, light), automotive (infotainment, sensors), logistics (asset tracking), medical devices (biometric monitoring) and wearables. It is also developing superalloys, self-healing alloys and smart materials for electronic data storage.