The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
H2 will show significant improvement to gross margins after latest price increases in September which was the third in the year, imho
Also they were ordering more volume of Itaconic acid in that period,as seen on the delivery data they received in H2
Hopefully as JS stated in September,Itaconix is in a very strong position
GLA
Looking back at Tuesday afternoon buying in such a small timeframe the speed of movement is rapid and that was on no news , but anticipation.
Next week Monday and Tuesday buyers will want in here with anticipation of good news.
GLA
As you say WD someone offloading yesterday. I am thinking a trading update that puts ITX on the path to profit to land in less than a fortnight will hopefully see SP up and around 8/9p .
Plus the SAP trialling will be in full swing which ultimately will be the game changer imho.
GLA
Re reading the 14 September RNS. I was reminded that JS expects significant increase in gross margins in 2nd half of 2022.
Let’s hope this comes to fruition now and also hopefully the new products launched in the fall as no announcement was made during very low news flow in the last few months.
Re reading the RNS certainly reminded me of what’s expected to come in next few months
GLA
Having just made a small top up because I believe the run up to TU in January will see an improvement in SP
Nothing sinister just buying low and selling higher down the track as Smart has intended.
Happy Christmas all and Good Luck
Wow Mr Surfie, that’s a silly comment.Yes the price is low and yes I get your frustrations and you probably know a lot more about ITX than I do but sarcastic remarks are not called for.
You pays your money you takes your chance, simple as that or sell up if your not happy.
GLA
Thanks T, wait and see on the new dishwasher tablet product in Europe.
Would be very interested to know how through 23 the SAP trials progress as I see that market increasing massively and we are front and centre to take full advantage
Agee DB, Thordon fact finding efforts are a real bonus to us all.
Has any new IA import news appeared yet?
Also I rewatched the Yvon Durant presentation a couple of years back , very impressive and hopefully will bear great fruits in 2023
GLA
Wow , this moves well, small free float , very similar toITX . News imminent there next week.
Well done ies
Good luck with the Bio Plastic ,T. Another find on facial wipes is adding to my confirmation that we are getting the job done.I will add tomorrow before we rise above 5p
Hopefully the massive upsides is coming our way as we quietly go about our business
Excellent summary AJP.
As a fairly newish investor here it was the Velafresh SAP 80 that got me hooked in here , as during the ongoing trials which continue into 2023 and hopefully entering the market in 2024 this is a massive revenue opportunity that is hopefully going to spring boardITX to another level.Hence me buying in and continuing to add.
GLA