Jul. 13 at 3:40 PM
$QS Our Club is battling whether to keep this and
$SLDP or just go ALL IN on
$ILIKF. Recent offering was way oversubscribed,In the past, when Ilika raised money, it was to fund basic science, lab equipment, and early-stage Research & Development. To institutional investors, those previous raises felt like funding a "science project"—there was a high level of uncertainty, a long cash-burn runway, and no clear view of when actual products would hit the market.This time, the picture is completely different. The company has reached a commercial and operational inflection point. This money isn't being used to invent technology; it is being used to commercially scale and license technology that is already built, tested, and validated.
This clearer visibility is exactly why institutional heavyweights like Unicorn and Octopus Investments aggressively expanded their positions to hold nearly 4% and 7.7% of the company, respectively, the second the new shares were issued......