Investors' Chronicle Our favourite 50 ETFs, Ilika & Trifast: The Companies and Markets Show
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Jul 18, 2025 Alex Newman, a financial expert at Investors' Chronicle, discusses Ilika, a pioneering solid-state battery company, highlighting its potential in the EV market while cautioning on speculative investment risks. Dave Baxter, the funds editor, shares insights from the refreshed Top 50 ETFs list, revealing strategies for building cost-effective portfolios amidst market volatility. The conversation also dives into Trifast's recovery efforts as it navigates challenges from tariffs and aims to regain profitability, marking a significant turning point for the fastener supplier.
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Solid State Battery Advantages and Challenges
- Solid state batteries use solid electrolytes, offering better energy density and safety than lithium-ion batteries.
- The main challenge remains high costs and manufacturing scalability, which Ilika is addressing with its small-scale and EV battery projects.
Ilika's Rising Momentum Explained
- Renewed investor interest in Ilika stems from progress in scaling manufacturing and government grant funding.
- Ilika's share price rise reflects growing sentiment for EV-related technologies but momentum could change.
Focus on Cash Burn and Funding
- Investors must focus on cash burn, available cash, and timing of future funding rounds for pre-revenue companies like Ilika.
- Expect regular smaller fundraises rather than large dilutive rounds to sustain development.