More exposure, rubbing shoulders with the big boys.
Both Presenting and Exhibiting
April 28-May 1, 2024, Palais des congrès de Montréal, Montréal, Québec, Canada
https://annualmeeting.aocs.org
Come hear Yvon DURANT on the Performance and Environmental Fate of Polyitaconates AOCS Annual Meeting & Expo
https://annualmeeting.aocs.org/program/technical-program
ATB
AJP
From LinkedIn
BioEconomy Daily Digest recognized John R. Shaw for l outstanding Leadership contributions to the bioeconomy’s development and project deployment. The Bioeconomy 500 honors scientists, engineers, policy makers, financiers, project developers, feedstock pioneers, offtakers, advocates and supply-chain and distribution partners.
“The bioeconomy has grown leaps and bounds in the past 10 years,” said Digest editor Jim Lane, “and it is usually told as a story of technologies and Net Zero pledges — but it is individuals who actually translate opportunity into accomplishment, and the Bioeconomy will recognize those individuals who played the leading part. Congratulations to all the winners and the supporters who nominated and campaigned for them.”
ATB
AJP
Looks like someone has actually found ITX on the OTC, first trade for a while.
https://www.marketscreener.com/quote/stock/ITACONIX-PLC-120795916/quotes/
5072 shares @ $2.00
Directors buy or just a PI?
ATB
AJP
Further exposure, getting the message out there
https://youtu.be/tUThv9FsoXw
ATB
AJP
Hi DB/Elsol
Spredsheet updated to show 160 metric Tonnes of raw material delivered this year so far.
https://www.seair.co.in/us-import/product-itaconic-acid/i-chemtan-co-inc/e-qingdao-kehai-biochemistry-co-limited.aspx
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
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AJP
High profile stuff
https://www.youtube.com/watch?v=iDWacMhmvps
10 minutes into the video.
Can only be good to have that level of exposure.
ATB
AJP
Hi DB
Will double check that and update my spreadsheet, must have totally missed that, apologies.
You do not buy in all that raw materials without there being an end product, maybe a combination of leather products and the possibility that the revenue that was reduced for this year is more than likely not lost, but will magically materialise again very soon, must be very costly for the merchandisers to re-formulate and lose all that sustainability credentials as well?
ATB
AJP
Hi Doughboy/Elsol
These are the shipments of raw materials over the past 2 years or so, we just had another shipment late March 2024, which makes it 120 Tonnes so far this year, which would suggest to me that there must be something in the pipeline ingredient wise to cover this, Bio Astrix leather products?
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 25/03/2024 https://www.seair.co.in/us-import/product-itaconic-acid/i-chemtan-co-inc.aspx Chemtan 39600 40PKG
Last entry not showing on Import Genius for some reason, but appears on two other sites I use, have copied in the link.
ATB
AJP
Worth a watch, maybe a bit more concise.
https://www.youtube.com/watch?v=XISX0v54wig
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AJP
Hi
https://jingbotanics.com/products/the-revitalising-hair-and-scalp-serum
https://www.beautyindependent.com/new-brand-jing-botanics-eastern-flair-scalp-care/
ATB
AJP
Just a reminder as I got caught out previously, pre submitted questions need to be in before 9.00am on Sunday morning.
Monday may be a very interesting day, here's hoping for all the right reasons.
Live presentation: Itaconix Corporation announces that its Preliminary Results for the year ended 31 December 2023 will be released on 15 April 2024.
John R. Shaw will conduct a presentation via Investor Meet Company on 15 April 2024 at 14:00 BST.
This presentation is open to all interested parties. Anyone can sign up for free to the Investor Meet Company platform and join the live presentation via: https://lnkd.in/dF2W-2Mh
Questions can be submitted pre-event via your Investor Meet Company dashboard up until 14 April 2024, 09:00 BST, or at any time during the live presentation.
ATB
AJP
Interesting statement?
https://www.linkedin.com/company/itaconix-corporation
Itaconix takes short-term revenue hit to build for long term.
SHORT-TERM ?
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AJP
Hi JD
That was me who put that forward as a likely candidate, based on the length of time we have dealt with them and the current state of play on their website, looks a bit chaotic?
Have had a look at the proactive interview again and the RNS, but cannot see any mention of a dishwasher tablet customer being mentioned?
"it has been unable to reach satisfactory commercial terms with one of its major existing merchandizing customers in North America for supply in 2024"
I have only put this forward as a very possible candidate for consideration/Investigation.
ATB
AJT
One to consider?
https://sensitivehome.com
Interesting headline home page?
We have had tie in here for many years, is this the costomer?
https://itaconix.com
Capital Markets Day presentation
24minutes 25 seconds in
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AJP
Hi Smart
So you know who the customer is, what their expenditure is withI TX and what margin we are dealing at with them, if this is that case can you please advise the board or are we maybe overreacting somewhat?
I know it is frustrating but sometimes these hard decisions have to be made.
ATB
AJP
Thanks Troajan
As has kind of been alluded to on this BB, the markets had to be made aware of the situation, but by what John is saying the relationship with this client if far from over (watch this space as they say).
Onwards and upwards with better profitable clients, going forward.
An opportunity to bag a few more at a still very cheap price, even if it is to put in the bottom drawer?
ATB
AJP
Hi JD
Blended Gross Profit Margin up 3.2% to 28%
This was due mainly to production ramp up and pricing increases to customers in the late part of 2022
Performance Ingredients – GPM 34%
Formulation Ingredients – GPM 10%
So even less of an impact ?
Looks like we have taken delivery of a further 40 metric tonnes of raw materials, will post details when confirmed, with complete BOL and up to date shipping information.
ATB
AJP