Member Info for AJP08

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”

FABRIC AND HOME CARE COMPOSITIONS

P&G

FIELD OF THE INVENTION

[0001] The invention relates to fabric and home care compositions that provide a preferred (e.g., increased and/or more consistent) freshness performance on fabrics.

BACKGROUND OF THE INVENTION

[0002] Soil release polymers are known for use in fabric and home care formulations. In the washing process, soil release polymers can deposit on fibers, which change the surface properties of fabric and deliver various benefits, such as reduced soil deposition onto fabric during wash and wear; reduced adhesion of microorganism and allergens onto fabric; easier soil removal from fabrics which were treated with soil release polymer in previous wash; reduced malodor; and improved wicking properties. There is a continued need for stable fabric and home care compositions that provide such benefits.

ATB

AJP

Hi S

jshaw@itaconix.com

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AJP

Just for info

https://www.linkedin.com/posts/itaconix-corporation_odorcontrol-greenchemistry-cleanlabel-activity-7473721623611772929-Ecds

1133 followers now.

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AJP

Just for info

https://www.linkedin.com/posts/itaconix-corporation_at-the-american-cleaning-institute-innovation-activity-7473359205169696769-IHpu

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AJP

Hi Concentr8ed

This is all I have

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

04/04/2026 NATURAL POLYMERS AND MODIFIED  NAM8421730 20000Kg

19/04/2026 OTHER PREPARED BINDERS FOR FOU NAM8442849 20000Kg

If you go onto this website and follow the instructions below you will see 291 Metric Tonnes (top left corner), now if you take away the circa 260 Metric Tonnes I have listed below, then you are left with circa 31Metric Tonnes, now not sure if that is for the complete history of Exports by ITX or just to the start of 2025, but either way not an awful lot compared to what we have shipped in the last 10 months (still May and June to account for , but as stated the website is updated monthly and is a month or so behind, payment would be needed to get a more update picture I would guess)

https://importkey.com/search/ITACONIX%20CO%20LTD

click on the “US Export Data” bar and the information will come up

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AJP

Hi C

Totally agree with you that the proof is in the half year results when we get them, hopefully early July.

The number I used was a bit of a blended one based on this website guide price, as they will have a mark-up on this too, but purely just for indication purposes.

https://www.alexmo-cosmetics.de/A-Polymer-SP_1

Where I am coming from is that we have never seen 40 metric tomes shipped in a year, let alone this being our monthly average.

Sorry glass slightly more that half full.

Time will tell, but I think that we are in for a very positive set of results.

PDYOR

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AJP

Hi C

On the golf course, so will come back to you on the price per Tonne, did a check on this in the last six months and posted something then, will dig it out after and repost.

Cheers

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AJP

Can someone verify that what I am saying is not total sh*te

40 metric tonnes a month of finished ingredients into Europe each month @ say $50,000 a tonne which I think is very conservative , equates to $2 million a month ?

And that’s just Europe

At what point do we need to have a facility in Europe or have we reached that point?

Answers on a post card please 😂😂

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AJ P

A little view into the early days of ITX, with a presentation from Yvon Durant.

https://www.youtube.com/watch?v=9ksKyvrPQU4

Wonder if we have more buys on the OTC today?

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AJP

Sorry now make that 7000 shares purchased on the OTC today so far.

From basically zero trades to multiple buys ?

Someone’s got the memo

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AJP

That’s another 3000 shares bought today, so far.

Anyone got any thoughts on this?

https://www.otcmarkets.com/stock/ITXXF/overview

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AJP

Hi

Will also be interesting to see if the Buy's on the OTC continue?

Broker doing their job, or someone building a sizeable holding in advance of results.

Cannot be a director or we would have had a RNS eh

OTC Transactions since May 2026

06/15/2026 14:18:41 1.55 0.00 2,000

06/12/2026 09:31:08 1.55 0.00 2,500

06/11/2026 09:30:11 1.55 0.01 2,000

06/11/2026 09:30:10 1.54 0.06 3,000

05/18/2026 09:30:09 1.48 0.00 3,000

05/15/2026 11:40:20 1.48 0.28 2,500

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AJP

Hi Concentr8ed

These are the numbers I have as far back as I started gathering the data.

I have notice that John is being a bit more devious on the import side as using various methods to disguise imports, using Chemtan as per previous, they store overspill for ITX, approx 15 Km from main facility and they have used JPAC recently too.

1 16/06/2022 COHECTASE2035082 Itaconix 19800 20PKG

2 03/07/2022 KLSQTAOKW2204354 Itaconix 19800 20PKG

3 04/08/2022 EXDO62Y0220197 Itaconix 19800 20PKG

4 25/08/2022 EXDO62Y0220796 Itaconix 19800 20PKG

5 15/10/2022 KLSQTAOKW2208079 Itaconix 39600 40PKG

6 19/03/2023 TXSLQD2302Y376 Chemtan/Itaconix 19800 20PKG

7 19/03/2023 TXSLQD2302Y375 Chemtan/Itaconix 39600 40PKG

8 02/05/2023 UULNQD23030547 Chemtan 19800 20PKG

9 01/07/2023 TXSLQD2305Y361 Chemtan/Itaconix 59400 60PKG

10 09/02/2024 UULNQD23120454 Chemtan 39600 40PKG

11 15/02/2024 UULNQD24010550 Chemtan 39600 40PKG

12 20/02/2024 https://www.seair.co.in/us-import/product-itaconic-acid/i-chemtan-co-inc.aspx Chemtan 39600 40PKG

13 25/03/2024 https://www.seair.co.in/us-import/product-itaconic-acid/i-chemtan-co-inc.aspx Chemtan 39600 40PKG

14 11/08/2024 UULNQD24060452 Chemtan 19800 20PKG

15 23/08/2024 SFOKTAO24052580 Chemtan/Itaconix 19800 20PKG

16 22/08/2024 https://www.seair.co.in/us-import/product-itaconic-acid/i-chemtan-co-inc.aspx Chemtan 19800 20PKG

17 18/09/2024 SFOKTAO24061900 Chemtan 19800 20PKG

18 24/09/2024 UULNQD240706112 Chemtan 39600 40PKG

19 24/09/2024 UULNQD240706082 Chemtan 39600 40PKG

20 25/09/2024 UULNQD240806078 Chemtan 39600 40PKG

21 31/10/2024 KLSQTAOKW2409026 Chemtan 39600 40PKG

22 11/02/2025 EXDO62Y0264592 Itaconix 79200 80PKG

23 30/03/2025 EXDO62Y0267561 Itaconix 19800 20PKG

24 15/04/2025 EGLV140500353472 Chemtan/Itaconix 39600 40PKG

25 28/04/2025 OERT205702Y00022 JPAC/Chemtan/ITX 19800 20PKG

26 27/02/2026 MLILMQD25112641 JPAC/Chemtan/ITX 39600 40PKG

as far as I know this is up to date

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AJP

Hi

Another 2 shipments in April of circa 20 metric tonnes each taking us to 13 shipments in the last 10 months of circa 20 Metric Tonnes (circa 260 Metric Tonnes in total), the site I use appears to update monthly and is a month or so behind, so possibly we can say another 80 metric tonnes for May and June?

that's 160 Metric Tonnes so far this year confirmed with potential another 80 Metric Tonnes to add to give us a first Half of the year figure of circa 240 Metric Tonnes

So what does that equate to in revenues just from Europe ( as stated in the last presentation we hold approx 3 months safety stock, so still looking at a usage of 40 Metric Tonnes a month approximately?

Update on Exports

https://importkey.com/search/ITACONIX%20CO%20LTD

click on the “US Export Data” bar and the information will come up

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

04/04/2026 NATURAL POLYMERS AND MODIFIED  20000Kg

19/04/2026 OTHER PREPARED BINDERS FOR FOU 20000Kg

Roll on 1st half numbers

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AJP

Things moving on the OTC again today another 2000 shares bought, that’s 15000 over the last 4 weeks, which is nice to see

https://www.otcmarkets.com/stock/ITXXF/overview

Roll on the TU in hopefully 3 weeks or so 🤞🥂😎

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AJP

Yet another 2500 share buy on the OTC ?

https://www.otcmarkets.com/stock/ITXXF/quote

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AJP

Nice couple of purchases on the OTC, appears to have picked up a bit over the last month or so?

https://www.otcmarkets.com/stock/ITXXF/quote

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AJP

Hi Covmutley

Have dropped John/Laura and email with some feedback, so will see what comes back.

a further 6 documents have been submitted by P&G as regards IP with Itaconix involved.

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” or "polyitaconate"

Dated 11th June 2026

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AJP

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

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