Member Info for AJP08

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 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

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

Thanks Cadburyhill feedback much appreciated

ATB

AJP

Spooky

https://www.linkedin.com/posts/itaconix-corporation_solid-detergents-are-back-now-as-sheets-activity-7467644717632147456-dGrm

ATB

AJP

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

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

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

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

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

Meet John & Laura

https://www.linkedin.com/posts/itaconix-corporation_were-excited-to-share-that-itaconix-is-presenting-activity-7466167982772183040-MB9y

ATB

AJP

Just for info

https://www.linkedin.com/posts/itaconix-corporation_were-excited-to-announce-the-launch-of-our-activity-7466080912150253568-ysOk

ATB

AJP

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

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

Hi S

Think there are maybe a few that would disagree with you on the IKA board katstrangler for one, kind of a thorn in your side?

I have no time for the games that you play (in my opinion). and will not be saying any more on the subject

This is AIM and nothing is a given

"22 sept 2025

Apologies in advance for this PM to Dougerboy but no other way to communicate. After our successful sharing of share tips a couple of years ago I thought you might like to take a look at Ilika if you aren’t already invested there. They’ve also just had their trading update and 2025 looks like being a transformational year and the brokers are anticipating a “substantial revaluation” during this year. Lots more on the Ilika share chat page. Maybe see you over there. Good luck and DYOR."

Hardly setting the heather alight

Everyone is entitled to their opinion and all the best to you 🤔

ATB

AJP

Hi Smart

why does it concern you about Octopus here and not in the other place?

Octopus Investments currently holds 5,638,227 ordinary shares in Ilika PLC (LON: IKA). This equity stake equates to approximately 3.1% of the company's total voting rights and issued ordinary share capital.

Are they not running out of money and the begging bowl will be out yet again?

I know how you like balance

ATB

AJP

Excellent that they have now officially launched the Deeper Clean e-commerce site.

I guess that is there is sufficient take up in the UK that they could have a local distributor, therefore cutting down the shipping costs?

I was £12 for shipping for 2 off the 8g dishwasher tablets, not sure where the breakpoint on shipping is for multiples above that?

Think that there is much bigger news to follow, once the close period is over?

New AGM date is just 2 weeks away, roll on the 10th of June.

ATB

AJP

Just for info

https://www.linkedin.com/posts/itaconix-corporation_compactdosing-greenchemistry-cleanerformulas-activity-7465030991779168256-dpxQ

ATB

AJP

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