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Started: OldAlarvian, 9 Jun 2026 14:57
Last post: Concentr8ed, 1 day ago
I suspect interest and liquidity will be much higher by March 2027 and even more so the year after that. Being public means each of us can add and trim so it’s quite useful for retail investors.
With volume at such low levels and the close ownership of so many of these shares, shouldnt ITX be taken private and save the costs of public company?
This will only ever be purchased by the likes of Croda so why be public when nobody trades in it?
Quarterly updates for us all on a zoom call would be fine and we keep our shareholdings as they are.
This will only ever sell at a price John is happy to sell and that is multiples of the current Mkt Cap, so why bother being public?
Hi DB
Have you received your dishwasher tablets yet?
If so what ar your thoughts?
I received mine on Friday, so have only done a couple of loads, but first impression are that they are an excellent product ( dinky tablets), just as good, if not better that the likes of Finish etc, everything came out squeaky clean, and was totally impressed with the glassware and would have no hesitation in purchasing these again going forward, will look to add the laundry pods (tablets if they are launched soon) on my next order. Excellent product and plant based, what is not too like.
Might be an idea if they offered scented tablets as well possibly with a citrus odour background?
AGM on Wednesday, what are the chance of further news coming out before or on the day?
If not I would guess about 4 weeks till first half revenues released, going for week beginning the 6th of July 2026.
ATB
AJP
I've probably done about 10 washes with the tablets now. I thought they were good, but wanted to be sure after a good number of cycles, and have concluded that they are actually excellent and superior to the fairy and finish we usually buy.
Will be interesting to see if others agree, and that it's not just my bias.
Hi DB
Good to hear you are still keeping an interest in ITX.
I too, yesterday have purchase 2 off 8g packets of Dishwasher Tablets, think that the quality of water between Glasgow and Aberdeen will be quite similar?
Looking forward to trying these out 2 x £8 plus £12 delivery was not too bad, especially if the delivery charge can be reduced, not huge difference with comparable products available off the shelf?
Markets closed tomorrow, both here and in the USA, hopefully some form of update soon.
ATB
AJP
Still here and made my purchase of tablets also. Looking forward to seeing how they work with Glasgow water. If we all do the same and discover ITX stuff is the best thing since sliced bread, we should LINKEDIN MESSAGE Unilever/Dupont/Croda/Henkel/BASF/DSM CEOs and god knows who else, to tell them to get their fingers out and put some major (profitable) growth and deals onto Itaconix.
Started: Cluelesshareboy, 5 Jun 2026 14:17
Last post: Cluelesshareboy, 2 days ago
Well, all good if you've got another 18 months to burn to get back to 4p (aka £2) that is lol , I could probably sell at that but at zero profit . Nope from a selfish point of view, I hope someone takes an interest and offers £3 , that's what I consider a low ball figure that I gladly accept to get out of here
Not sure when "all good here" was written. Popped back last week in with a punt for old time's sake ( from profits elsewhere over the last six months) on the strength of the great news (allegedly) and when checking this evening find I am already down. So "all good here" clearly is no reference to the sp. However, good to be up to date again and look forward to 6p and some recompense. ATB to those still here over the last five years or so - go green go red for me so far but if it saves the planet perhaps we will be awarded a cloud.
The shareholders won't accept a low ball offer because they know what's coming down the tracks in rest of 26 and 27! Profit transition near term and further bisiness and commercial derisking. Also there are many underwater here still after historical dip. But all looks green for go once OI fook off or realise a common sense view and decide enough selling for now and await share price growth.
Just waiting now for either a buyout or re rate of the share . I'm betting on a low ball buyout , in my opinion
Started: AJP08, 4 Jun 2026 10:53
Last post: AJP08, 5 days ago
In case nobody looked at this, there was 7 separate pieces of IP from P&G published yesterday.
Looking to get away from petrochemical ingredients in a hurry?
ATB
AJP
Hi
https://www.uspto.gov/patents/search/patent-public-search
Use the site, link above.,
choose "basic search" option
scroll down to Basic search option on this page
Enter "Itaconix" in the first "for" box, change the operator to show "OR, add "Polyitaconate" to the second "for" box and then hit the "search button"
You should bring up all the latest IP for these two words, I usually click on the text link then to review the document.
Search find “Itaconix”
ATB
AJP
Started: Smartinvestment, 4 Jun 2026 13:38
Last post: Smartinvestment, 4 Jun 2026
Hi @AJP08 below are the figures:
H1 2025 $4.8m (46.6% of total 2025 income)
H2 2025 $5.5m (53.4% of total 2025 income)
2026 estimated income is $13.3m
So splitting this according to the 2025 ratio:
2026 H1 $6.2m
2026 H2 $7.1m
Therefore in my mind the figure we are looking for in the upcoming TU is $6.2m for H1. Anything above that should be viewed as an earnings beat.
Hi S
You know me, glass totally full.
Was looking at the latest RNS again.
Following our most successful year to date in FY2025, the Company reports that trading in the current year has continued in line with the Board's expectations. The management expects H1 FY2026 will be another record half. The Board remains confident in the Company's strategy, customer pipeline and long-term growth opportunities.
"the Company reports that trading in the current year has continued in line with the Board's expectations"
The Boards expectations, not brokers expectations or revenue target set for the first half
Is this much, much greater that the forecast?
Just a thought
ATB
AJP
I’ve noticed some new investors here who have liked / recommended my posts. Whether you have already invested or are considering investing I would just like to say welcome. You have time your arrival very well from an investment perspective.
After many years of frustration, 2027 is looking like a bonanza year for share price. Christmas might come earlier but that’s my best calculation. The current share price around the £1 to £1.2 mark is a gift thanks to Octopus Investment needing to sell off many of its holdings. Without them we would be closer to £2 IMO. I’ve been here years and am still adding shares when the price drops stupid low as I’m after a mutli-bagger return here in the next couple of years. GLA and DYOR.
Started: cadburyhill, 4 Jun 2026 10:19
Last post: AJP08, 4 Jun 2026
Thanks Cadburyhill feedback much appreciated
ATB
AJP
John and Laura were on great form at the Mello Investor Conference this week.
The song remains the same. This is a slow adoption, long-cycle game but that means, once profitable, the market should feel able to slap a very robust multiple on earnings. Breakeven, mainly via dishwash, is now so close at hand; once through breakeven, it feels like the program of new asset development will only accelerate.
In a micro cap/ small cap bull market maybe op progress and stock price would be higher but the exec have navigated through a bear market since 2022, high global interest rates and awful U.K. investor sentiment. All credit to them for their calm, focus and consistency.
The key point is that a maiden profit will make this a different beast. And the combination of earnings and incredibly high asset turn should make this a great medium term performer.
Started: Smartinvestment, 3 Jun 2026 16:13
Last post: Concentr8ed, 3 Jun 2026
If they sell down their full holding, we’ll be stuck at 105p until January I’d guess. Doesn’t really matter if you’re a long term holder as long as the fundamentals are improving every day. Trading in line with board expectations means positive ebitda in 2026 which is a major step forward and means no need to fundraise at a low mcap.
Whilst today’s selling is rather disappointing to see, and likely due in part at least, to Octopus Investments, I am choosing to see the glass as half full rather than half empty. For the simple reason that I want to add more shares whilst the price remains heavily discounted due to OI. With every trading update there is a growing disparity between share price and market cap. Whether it is the July trading update or the one in January that does it, eventually the share price will have to catch up. By the end of this year revenue will be close the current market cap. Consider that the company also has a few million cash and you can easily see why the current share price is wrong.
Started: Smartinvestment, 2 Jun 2026 19:40
Last post: AJP08, 2 Jun 2026
"The potential here grows by the day"
Well it would be about time! The S.P is not far off 10% what it was a few years ago so not the best investment ever.
Excellent find Smart
The potential here just grows by the day.
If nothing between now and results, then definitely a question for the presentation?
ATB
AJP
In a new article in Chemical and Engineering News, JS reveals their next big target - laundry tablets. This is a much bigger challenge than Dishwasher tablets because of the wash temperature difference (hot vs cold).
https://cen.acs.org/articles/104/web/2026/06/solid-detergents-back-sheets-tiles.html
Solid detergent formats beyond the laundry room!
Some executives in the cleaning industry wonder if they can hold their solid products together using polymers that are already in detergents as active ingredients.
One candidate is a set of polymers derived from a fermentation-derived chemical, itaconic acid, that the US Department of Energy has held up (PDF) as a promising building block to replace petrochemicals.
Polyitaconic acid is already in use in several mass-market dishwasher detergents as a dispersant, chelant, and spot-prevention agent—standard roles for polymers. In laundry detergents, polyitaconic acid does similar work preventing soil redeposition and dealing with hard water. The incumbent active polymers in detergent formulations are mostly synthetic polyacrylates.
At the American Cleaning Institute annual conference in January, John R. Shaw, CEO of the polyitaconic acid maker Itaconix, shared a sample formulation for a dishwasher detergent tablet. The firm makes the low-molecular-weight polymer and derivatives from imported itaconic acid at its New Hampshire plant. Shaw displayed tablets that contain polyitaconic acid at about 15% by weight along with ingredients such as sodium carbonate, a cleaning agent that saponifies oils and fats.
Keeping spots and scale off clean dishes is a big part of what conventional ethoxylated and propoxylated surfactants accomplish in a dishwasher, Shaw said, so more of Itaconix’s polymer means less surfactant. In fact, the sample formulation he showed is less than 10% surfactant and uses only sophorolipids, an emerging surfactant that until now has been used mostly in supporting roles.
On a tablet manufacturing line, the polyitaconic acid also helps hold everything together in a stable shape without the need for a dissolvable wrapper or separate binding ingredients. Combining functions shortens the ingredient label and brings the weight down to 8 g, about half the mass of leading pods and tablets.
The dishwasher detergent is something of a warm-up for the laundry detergent, Shaw says. Dishwashers run hot, which helps ingredients dissolve. In the laundry room, colder wash cycles are growing in popularity. They cut energy use and help clothes last longer but make dissolution a challenge.
Started: MarcusExile, 2 Jun 2026 08:38
Last post: Smartinvestment, 2 Jun 2026
Interesting to see some buys going in after John and Laura’s presentation. Hoping we will see some more buying over the next 24 hours
For those who like to keep abreast of product range.
https://body-nature.com/products/tablettes-lave-vaisselle?srsltid=AfmBOopkbm8vbDIAtNXW3S63WligJffWQVcWQRENeZbLWGeNYRVT2LEu
https://www.randco.com/collections/new-arrivals/products/metal-detector-detox-shampoo?srsltid=AfmBOooI-ShNpZHDTUER3a3LVQ67ZB-zdPTtmnd17TrSpl4IVnEOX4Um
https://uk.curlsmith.com/products/root-boost-uplifting-spray?srsltid=AfmBOor5i0_ZMHvPAJuj5GBd6sJENL7Vg6eH827k0aW8S1_AX8VK_Uyk
https://www.secretosdelagua.com/en/producto/strong-hold-gel-2/?srsltid=AfmBOoqo9jXxMpFY8wzQ1s5YxpmLR2FUPa59YQ4W7lxHGzUU0aVX7h_7
https://www.ecco-verde.co.uk/ayluna/organic-caffeine-bamboo-styling-gel?_gl=1*17ln6lh*_gcl_au*MTE0OTQ2Njc3Ny4xNzc4NjYzODA5
https://ailanabeauty.com/products/lift-lock-brow-sculpting-gel?srsltid=AfmBOopzNSHvfOYFbu2V7WDwQeL5FGb05hXkUDmnI88Z_yJuSu-WYeWq
https://antoscosmesi.it/capelli/3024-gel-per-capelli-8051122770342.html?srsltid=AfmBOorBl9tZ-xTDJS-4RDhUqGj4s4_r8Gjio4JJPR87ZWUqTWpeANGv
https://www.bathandunwind.com/innersense-air-dry-styling-cream-177ml/?srsltid=AfmBOortuoiQiGNzov8o6MJLisLS_xpLWoyPoXRDPTkKMssO-IqBGPbR
https://blindbarber.com/products/advanced-volumizing-foam?srsltid=AfmBOopx_UkOySD4cDVK1huoO1po3d_o9Q8syylZR0E--VQwByfChqd_
https://www.smoothlabs.com/products/cire-mate
https://puntocurly.com/producto/isha-cosmetics-spuma-styling-tenuta-forte-150ml/
https://www.cocopanda.se/product/3347698?srsltid=AfmBOooaNvm4RkV9MSS7AhPzilQ2KDBIQRspDVZVMncKbA_uvSyuGCT6
https://www.target.com/p/naturewell-sunrise-dry-shampoo-powder/-/A-94820072
https://nj-creation.com/gb/hairpieces-care/2078-freshness-spray-236ml-7543000000487.html
https://www.prohairlabs.com/hair-replacement-scalp-treatments/elimin8/
https://era69.co/products/daddy-s-girl?srsltid=AfmBOoqx79O6XTPsvJVSQi-nILiy-HVT8-1sIZouy_w_OVU03bZgo9-K
https://mypetlife.co/products/stain-odor-eliminator?srsltid=AfmBOorxavE3GtUa6ouKioNyiZaXLzjIejO04YvuCgOa_alb7YbMVY3B
https://www.valquer.com/products/pack-proteccion-y-reparacion-after-sun-capilar-rutina-completa-verano?srsltid=AfmBOoqklIVaffj-YALJ84xtgYfu1BQBGe1lxlNLFUFKcvGoa_avipN6&variant=57648235446620
https://www.douglas.it/it/p/m002825002
ATB
AJP
Agreed - a very encouraging trading update today.
Trading is nicely in line, and "management expects H1 FY2026 will be another record half. The Board remains confident in the Company's strategy, customer pipeline and long-term growth opportunities".
Most important of all, this paragraph could really accelerate ITX's growth. ITX isn't experiencing any Middle East disruptions to supply chains or costs - but its traditional fossil-based competitors certainly are....
"The Middle Eastern conflicts are creating disruptions in the production and supply of fossil-based specialty chemicals that compete against our ingredients. The Company continues to monitor logistics and transportation costs within our plant-based supply chain which have not experienced significant disruption or unfavourable cost implications, and our overall gross profit margins remain steady. Current and potential customers are recognising the stability in the supply and pricing of our ingredients, which we believe will translate into new revenue opportunities"
Nice flow of information. Feels like the company has a good head of steam with good momentum building towards profitability.
Wish I had added more than 2000 shares at sub 112p prices, but that's easy said now.
Hi M
I guess with all this info released in the last week, it gives John/Laura a perfect platform at Melo today to promote the virtues of ITX
Deeper Clean
Superabsorbents
Agricultural
Paints
Detergents
Beauty
Etc, Etc
ever increasing revenues and a steady GPM
What's not to like
ATB
AJP
Started: Smartinvestment, 2 Jun 2026 09:37
Last post: Smartinvestment, 2 Jun 2026
Itaconix flags record half-year in sight as Middle East disruption opens new doors.
https://www.proactiveinvestors.co.uk/companies/news/1093273/itaconix-flags-record-half-year-in-sight-as-middle-east-disruption-opens-new-doors-1093273.html
Started: Wildcat_Driver, 2 Jun 2026 07:22
Last post: AJP08, 2 Jun 2026
Totally
I liked the statement
The management expects H1 FY2026 will be another record half. The Board remains confident in the Company's strategy, customer pipeline and long-term growth opportunities
And only , say 5/6 weeks till half year results 🥳🥳
ATB
AJP
Well….that’s a very nice update! Particularly like the mention of disruption of competing fossil based chemicals due to the Middle East conflict, the ITX chemicals have not had any disruption and costs remain stable.
This really should fly now.
Started: Smartinvestment, 1 Jun 2026 18:13
Last post: Concentr8ed, 1 Jun 2026
They’ve adopted a very proactive strategy to drum up interest in ITX shares.
My assumption is that they are looking for a critical mass of new investment to clear the Octopus overhang. MELLO is a good opportunity to do that and the Director buy and 3 positive RNSs have clearly been timed to precede the conference.
Will be fascinating to see if they can achieve escape velocity. Even if they don’t, it all helps speed up the octopus sell-down.
Both John and Laura are presenting Tuesday at 1.55pm. Be interesting to see what the uptick in share price is in the days following the event. Also expect to see a proactive interview with John in the coming days.
Wish I could attend to get some real insight into what’s coming next and the general vibes from John and Laura.
Started: Rickygib, 1 Jun 2026 07:30
Last post: Concentr8ed, 1 Jun 2026
Thanks AJP
So 100,000kg in 6 months H2 2025 and then more than doubling to 120,000kg in q1 - 2026.
Certainly looking hopeful. If ITX confirms it will achieve positive cashflow this year rather than next, that should trigger a re-rate and these volumes indicate sales rising far faster than market guidance to date.
I think we need to take them with a pinch of salt as John did say these records don’t capture the full picture in a recent interview.
The risk to LTHs will plummet if they announce positive cashflow has come early. Fingers crossed.
Just a quick reminder of finished goods shipments to Europe.
site I use is 6/8weeks behind on exports
John did state in last presentation that we hold 3 month backup supply in Europe say 60 metric tonnes, which means we have potentially sold 160 Metric Tonnes of Ingredients we have sold since July 2025 ?
07/07/2025 NATURAL POLYMERS AND MODIFIED NAM7821553 20000Kg
15/08/2025 SELF-ADHESIVE PLATES, SHEETS, NAM7928914 20000Kg
26/09/2025 NATURAL POLYMERS AND MODIFIED NAM7997994 20000Kg
07/11/2025 NATURAL POLYMERS AND MODIFIED NAM8085727 20000Kg
21/12/2025 NATURAL POLYMERS AND MODIFIED NAM8186503 20000Kg
12/01/2026 SELF-ADHESIVE PLATES, SHEETS, NAM8241589 20000Kg
03/02/2026 NATURAL POLYMERS AND MODIFIED NAM8290068 20000Kg
05/02/2026 NATURAL POLYMERS AND MODIFIED NAM8266997 20000Kg
09/03/2026 NATURAL POLYMERS AND MODIFIED NAM8370575 20000Kg
09/03/2026 NATURAL POLYMERS AND MODIFIED NAM8370575 20000Kg
29/03/2026 NATURAL POLYMERS AND MODIFIED NAM8397978 20000Kg
ATB
AJP
Will be very interesting to see if there is a TU this week?
Think the 30 days close period ends on Thursday, will the release then of leave it till the day of the AGM 10th June 2026?
Great as has been stated that they are promoting their R&D achievements, which are now coming to fruition.
We now have many many strings to our bow, just hope that we reach a realistic SP before some huge chemical company come a knocking and makes us all very happy.
Would be nice to get clarification on Octopus though. Taken today from Google
"Octopus Investments has not initiated a mass divestment from the Alternative Investment Market (AIM) in 2026. Instead, they remain active buyers and hold over £1.5 billion in AIM portfolios, having even launched a joint fundraise for their flagship AIM VCTs in January."
Still thinking based on exports seen moving to Europe that we could be in for a very pleasant surprise on first half revenues between $7 & $8 million in my estimation, maybe more?
ATB
AJP
It’s genuinely refreshing to see the company showboating their technology like this. If they find a buyer for Octopus Investments’s shares, this goes to 150p over 2 trading days. Were it not for OI, we would be pushing £2 by now.
It does feel like they are building momentum towards something. Probably a good time to add shares ahead of potential new investors from Mello🤞🤞
This company keeps surprising.
Growing very fast with good margin in current markets. I expect this to have increased further as the competitor products are oil based which have got very expensive.
Paint is a huge market and always subjected to tighter regulations so it looks like we are sol ongoing a problem there
And now we are farmers
This remains very undervalued in my opinion.
Started: Concentr8ed, 1 Jun 2026 07:26
Last post: Concentr8ed, 1 Jun 2026
Today’s RNS is interesting for two reasons.
1) Itaconix polymers may have value in yet another very large market (crop production).
2) Itaconix has released three bits in news in a week in the run up to its expected June 10 update and AGM.
Releasing news via RNS outside quarterly trading updates is very rare for Itaconix so this is a change of strategy.
Could they be trying to build trading momentum to clear out Octopus Investments as OI sells down?
With the Director share purchases a couple of weeks ago, I’d be surprised if these bits of news were being shared to prep the ground for disappointing results although that’s possible.
This is a genuinely fascinating company to follow as the fundamentals and outlook keep improving and the SP stays static due to the overhang of Octopus sales. At some point it could rocket.
Started: Smartinvestment, 29 May 2026 08:05
Last post: Smartinvestment, 1 Jun 2026
And a third bus! 😅
Clearly a long term development but still good to hear about it and congratulations to the company for getting 3 RNS out in a week. This is what we’ve been asking for. Thank you!
Perhaps the timing of RNS is to coincide with tomorrow’s MELLO investor event as it showcases the broad breadth of potential applications.
You wait ages for one then two come along at the same time. Joking apart this is very good news on 2 fronts. First that they have a partner to help develop and test the new paints which will speed up commercialisation. Second that they have protected both the formulation and the application. The later of which is more significant. 2027 is looking very good.
Started: Smartinvestment, 29 May 2026 11:04
Last post: Monteacute, 31 May 2026
Does anyone know where I can find a definition of "safety" for paint? I've been painting since the last century and apart from stopping the children from licking lead paint - now ended I believe - I am not aware of any danger apart from falling off the ladder which is hardly a paint problem. Similarly, "sustainability": most of my gloss paintwork (mainly white) has had a sponging (sic) now and again but I think it will see me out. Vague "safety" and "sustainability" assertions in a Proactive Column will not yet entice me back. And certainly no sign of a return to 7p. Sorry for those still holding from 17p but trust that those who took their losses and moved elsewhere have been successful - difficult not to have done. ATBALTHs
This is from a few years back, wonder if this has now been revisited and moved forward?
https://itaconix.com/blog/170726-itx-an-first-aa
ATB
AJP
A whole new paint category which is a new and differentiated class of paints” with safety and sustainability characteristics, does sound exciting. I imagine the addressable market is billions. Seems to be a lot coalescing around 2027.
https://www.proactiveinvestors.co.uk/companies/news/1093103/itaconix-files-for-plant-based-paint-patent-and-trademarks-1093103.html
Started: Wernrhos2010, 27 May 2026 08:12
Last post: Smartinvestment, 29 May 2026
Is anyone from here going?
I would have loved to attend as we don’t get many opportunities like this to talk freely and ask all the questions we want in an informal environment. But unfortunately I am snowed under with work. Hopefully the event will drum up some new investors.
Good to see the increase in positive news flow
Things moving forward very nicely I would say.
Should be a bumper TU when it drops (IMHO)
John will be presenting at the Mello Conference next Tuesday afternoon 02nd June 2026
And the AGM the week after 10th June 2026
ATB
AJP
Team ITX the important aspect is that ITX is definitely heading intrinsic value positive in 26/27 ( accretive not destructive). In the end that will feed shareholder value at some point. I recognise though if a shareholder is exiting still it will bias the price dynamics until they finish selling or recognise the growth potential and just stop selling irrespective if they need the cash today to pay running costs.
Started: Smartinvestment, 19 May 2026 09:05
Last post: Smartinvestment, 23 May 2026
Hopefully the other AIM listed company I am massively invested in will hit the jackpot in the coming months and I will be able to invest some of those profits into Itaconix.
I’ve still got a core holding here but am waiting for progress with the share price before I invest further.
I just can’t afford for my money to sit idle here for another 6 months while Octopus Investments sells off. Of course if there is any evidence OI stop selling (i.e. the share price starts rising, then I will be happy to reconsider that) 😁
@ Smart - looks like EV/ SALES is well above 1:1 you quoted given GBP TO USD conversion, probably above 1.5x+ on 2025A and say 1.3x+ on F 2026. It's still undervalued and awaiting near term re-rating on profit transition. Will be interesting H1 to see of 2026 F is higher than mgt base case.
Nice £10K purchase this afternoon
ATB
AJP
I think the share price likely stays at these levels for the short time, as there are not many catalysts expected other than the TU and results. Short term there are plenty of other opprotunities that offer more potential.
My investment on this is for the long term, so if the revenues keep increasing at a similar pace, we get closer to profitability, for LT, it is great that the price stays at these levels to keep accumulating with a more and more protected downside ( as the EV/Sales ratio should be decreasing if this happens). And when profitability kicks in, there should be a strong rerate (the question is when). I do not want the company to spend much on marketing until it gets profitable, although a few more PR would be appreciated.
It might behave similar to iofina plc, which is starting to rip now. Iofina was growing revenues at approx 20% and it hit profitability on 2019 becoming a 3-bagger. They needed to build up new plants and spend on capex, which will happen at some point here as well. Then stock did nothing for many years and it is ripping now again. Will 2027 be the 2019 from Iofina??
Worth noting that the margins from Itaconix are better than Iofina, so the operating leverage should kick in harder as we scale.
Not FA, DYOR
We don’t know is the short amswer! As usual no comms to explain the delay.
Started: AJP08, 21 May 2026 10:25
Last post: AJP08, 21 May 2026
Https://www.uspto.gov/patents/search/patent-public-search
Use the site, link above.,
choose "basic search" option
scroll down to Basic search option on this page
Enter "Itaconix" in the first "for" box, change the operator to show "OR, add "Polyitaconate" to the second "for" box and then hit the "search button"
You should bring up all the latest IP for these two words, I usually click on the text link then to review the document.
Search find “Itaconix”
Both are P&G
WATER-SOLUBLE AUTOMATIC DISHWASHING DETERGENT POUCH
SUMMARY OF THE INVENTION
[0005] The inventors have found that the combination of dipicolinic acid and/or salt thereof with sulphonated carboxylate polymer improves the glass care performance of the pouch, and especially provides clear glassware after treatment.
WATER-SOLUBLE AUTOMATIC DISHWASHING DETERGENT POUCH
SUMMARY OF THE INVENTION
[0005] The inventors have found that the combination of dipicolinic acid and/or salt thereof and a cobalt transition metal bleach catalyst in the presence of a source of peroxygen provides synergistic cleaning performance against tea stains.
ATB
AJP
Started: Smartinvestment, 14 May 2026 18:43
Last post: AJP08, 19 May 2026
Sorry about that typo put 2025 instead of 2026 for the first shipment
09/03/2026, 09/03/2026 & 29/03/2026 3 shipments of circa 20 Metric Tonnes, busy, busy, busy
ATB
AJP
Here you go U, a little bone to chew on
Update on Exports
https://importkey.com/search/ITACONIX%20CO%20LTD
click on the blue export data box and you will see the latest shipments
09/03/2025, 09/03/2026 & 29/03/2026 3 shipments of circa 20 Metric Tonnes, busy, busy, busy
That's 11 shipments sine July 2025 of circa 20 Metric tonnes a shipment (circa 220 Metric Tonnes in 9 months)
ATB
AJP
Another possibility is that the adjournment (to June 10th) followed the realisation that the director share buy on 8th May would have been within the 30 day no trading period if a trading update or accounts had been released alongside the AGM? June 10th is about as soon as they could hold it to retain the 30 day window.
Started: AJP08, 19 May 2026 08:54
Last post: AJP08, 19 May 2026
Hi
Adoption and availability in Europe ever increasing?
https://escom-chemie.com/urun/velasoft/
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AJP
Thoughts please
We grew our Performance Ingredient revenues in Europe, Middle East, and Africa ("EMEA") to $3.9m in 2025, up from $1.9m in 2024, representing 104% year-on-year growth. This increase was driven primarily by increased adoption of our scale inhibitors in unit dose dishwashing detergents, both among existing and new customers. Looking ahead, we remain confident that our strong pipeline of EMEA detergent projects will continue to deliver attractive growth from both current and potential customers.
Date Product Description from BOL BOL No weight
07/07/2025 NATURAL POLYMERS AND MODIFIED NAM7821553 20000Kg
15/08/2025 SELF-ADHESIVE PLATES, SHEETS, NAM7928914 20000Kg
26/09/2025 NATURAL POLYMERS AND MODIFIED NAM7997994 20000Kg
07/11/2025 NATURAL POLYMERS AND MODIFIED NAM8085727 20000Kg
21/12/2025 NATURAL POLYMERS AND MODIFIED NAM8186503 20000Kg
12/01/2026 SELF-ADHESIVE PLATES, SHEETS, NAM8241589 20000Kg
03/02/2026 NATURAL POLYMERS AND MODIFIED NAM8290068 20000Kg
05/02/2026 NATURAL POLYMERS AND MODIFIED NAM8266997 20000Kg
09/03/2026 NATURAL POLYMERS AND MODIFIED 20000Kg
09/03/2026 NATURAL POLYMERS AND MODIFIED 20000Kg
29/03/2026 NATURAL POLYMERS AND MODIFIED 20000Kg
Based on the number of shipments we have made to Antwerp since say November 2025, I would suggest that we would be surpassing the $3.9 million revenue for the whole of 2025 in the first 6 months of 2026, as we are now hitting 3 shipments of 20 Metric Tonnes a month at the moment.
The whole change in the legislation in Europe must be of a huge benefit to ITX
https://ec.europa.eu/newsroom/growth/items/928592/en
AIMHO
PDYOR
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AJP
Started: Smartinvestment, 18 May 2026 15:57
Last post: Smartinvestment, 18 May 2026
Interesting analysis of the pros and cons of Itaconix. Though it does need updating with the 2025 results as it was written in November 2025.
https://koalagains.com/stocks/AIM/ITX
Started: Smartinvestment, 13 May 2026 08:22
Last post: AJP08, 14 May 2026
Hi G
Maybe held back and a 2 for 1 RNS tomorrow with a TU as well?
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AJP
The RNS announcement today concerning the AGM adjournment has not triggered on this site,yet.
Poor.
I agree, and as said, will seriously mull over a fairly chunky (for me) increase in my holding. A significant SP increase over the next couple of years seems very achievable. If octopus wasn't selling, I believe we would be quite a bit higher today.
Hi Com
"It's always darkest before the dawn" is a proverb meaning the hardest times often come just before a positive turning point. It offers hope during intense struggles, suggesting that, like a natural cycle, severe difficulties are temporary and signify that improvements are close."
I still believe good times are around the corner.
ATB
AJP
Oh, perhaps my order broke the system?! That's it, I'm ooouutt!
Started: AJP08, 8 May 2026 09:18
Last post: AJP08, 12 May 2026
Another European one
https://lafourche.fr/products/la-fourche-lessive-en-poudre-blanc-et-couleurs-certifiee-ecodetergent-1kg
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AJP
I think it won’t contain any info other than announcing the AGM. I’m not expecting any update until mid-July. Hopefully the investor event in June will generate some new investors. I wish someone would buy Octopus Investment out.
Alternatively I’d rather Octopus dumped all their shares in one go. Yes that would crash the price temporarily but I think we would all grab shares on the dip and then see massive percentage returns by the end of the year.
The constant drip drip sell is keeping us in a holding pattern and preventing take-off. Seriously annoying.
The moment Octopus Investment F*** Off I will mortgage the house to buy Itaconix
Just for info
https://www.linkedin.com/posts/itaconix-corporation_itaconix-fornaturewithnature-plantbasedcleaning-activity-7459691261961134080-XXij
up to 1110 followers
Point to ponder we usually get an RNS about the AGM?
Maybe tomorrow with an update ?
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AJP
Thanks Geraldus that explanation makes a lot of sense. Must admit I missed that point completely during the presentation. Glad they have the IP on this as halving the dose size is a game changer. Pity we will have to wait to late 2027 to see the financial benefit from it. Patience remains the order of the day.
Had another listen to the Investormeet with JS talking about the new pods at 25 mins.
He states that they have a small volume tablet machine in house to produce the 8 gram tablet.
This is before they can get it to the large scale manufacturing stage in 18 -24 months.
So the new site is solely their own manufacturing arm with should be higher GM.
Kept this underwraps and I could not see a link from the main ITX site.
Started: Smartinvestment, 5 May 2026 10:24
Last post: AJP08, 7 May 2026
Just for info
Dealing Policy (Rule 21): AIM companies must have a formal policy restricting directors and applicable employees from dealing in securities during close periods, which generally cover the 30-day period before the release of interim or annual results.
Maybe it was not Octopus, maybe it was the bad salesman?
ATB
AJP
Geraldus you make a valid point. Under FCA rules on disclosure of price-sensitive information it does look like the next significant update will be the TU in mid-July.
That combined with yesterday’s large sale leave me feeling rather Bearish in the short term. I presume and hope it was Octopus Investments continuing to sell because if not them, then who else?
Long term the Bull hypothesis is intact and supported by non-exec director dealings, trading updates and analyst predictions. However, I think we will have to wait a while longer before we see the share price start to move up.
No doubt I will receive flack for stating my opinion but please remember it is just my opinion and you should always do your own research and follow your own instincts.
PS - so called ‘good salesmen’ are just as dangerous as so called ‘bad salesmen’ if the advice they give you is without balance.
As suggested in my post yesterday at 15.05, sure enough a massive sale (probably octopus investments) has just been posted a day late for 45,281 shares at £47.55k. This is why all the buys yesterday barely moved the share price.
Yes, director buys are always good, even if small.
And another 45k of (probable) Octopus sales went through yesterday morning by the looks of it.
Also should mean that no immediate dial moving news is due.
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