Member Info for AJP08

Hi All
Was just thinking go how heavily I am into Itaconix and how little I actually support the products (eco polymers) that we have designed/produce, in the drive to lessen the negative impact on our planet.
Looking in the supermarket the other day in the cleaning products aisle, I noticed that there was no real distinction between green eco friendly products and those that still contain harmful chemicals which in essence we just wash down the drain and into the eco system, such as in that there are now sections of the supermarket which is dedicated to vegan/vegetarian products and a clear distinction is made.
Therefore I am now making a concerted effort to change my shopping habits for the better.
The one supplier in the UK which I know uses our product is ECOVER, which I have now adopted as my supplier of choice, are there any other UK alternative suppliers? for the case of variety.
This post is not designed to be anything other that a thought provoking discussion point and in no way trying to impose any other agenda, we are all in the same boat as regards helping make a positive impact on the future of our planet and the products that Itaconix have designed go some way to aiding this.
This is only my thought/opinion.
ATB
AJP

Hi Elsol
Looking at the closing numbers, I do not think that the SP actually fell today.
I know it is showing 4.6 p but this was the uncrossing trade (UT), I believe this is not actually a real trade. (chilling is good at explaining this one, lost of experience on ENQ board lol)
If you notice the bid is 4.7p and the ask is 5.0p so guess the actual mid price is still 4.85p
Sure it will sort itself out at the open tomorrow, hopefully we can then look forward to a blue day.
Good luck and stay safe
AJP

Hi Dougerboy
Was it something you said that moved the needle lol
Couple of nice buys gone through this afternoon, likeminded people who know this company is going places.
Onwards and upwards
ATB
AJP

Hi Dougherboy
Maybe news is a lot closer than we think?
Appears to be a concerted TREE SHAKE on at the moment?
Any buy countered by a sell response?
Big buy order to be filled?
Maybe just my suspicious mind.
AIMO
AJP

Thanks Dougerboy
You are spot on with the WHEN and not if we break even.
Think that several posters here have sent emails to ITX recently, including myself and have had no reply, which by all accounts is not like them, possibly more important things to deal with in getting orders out the door?
I know that I have touched on this subject before, but if we are in some sort of talks, would this mean there is a blanket ban on dissemination of information? Hope this is not the case as feel that there is so much more value in ITX for shareholders going forward, before one of the big boys steps in. (possibly way off the mark).
Updates on any correspondence that posters have had with ITX recently, if they can share would be most welcome.
Cannot see it being too long before we get some sort of News (hopefully)
Sitting tight on what I have and adding when there are dips, anything below 5p is a steal IMO
GL
AJP

Hi Dougerboy
That would be excellent if we could use that comparison, based on 29 employees that would give us circa £10 million UK pounds of sales.
If all the ducks are aligned and even 75% of the information that has been gleamed from the investigations of valued members of the BB is true, can you see us reaching breakeven before the end of the year or sooner?
ATB
AJP

Any thoughts?
If it is the case that the results are due out on the 5th of April, then with two weeks notice of this we should be informed around the 22nd of March. (my guess on this one)
Leading into this, do you think will we see a flurry of RNS's on New products/ contracts etc of will it just be a case of waiting for one large update, with first quarter update too?
The silence is deafening, but the level of anticipation is growing day by day.
Think there is a bundle of cash sitting on the sidelines, just waiting for a signal.
Come on Itaconix, open the flood gates, lol
AIMO
GLALTH
AJP

Hi Thordon
Thanks on this.
We really need Itaconix to come out with some information, there appears to be lots going on, that we are in the dark about, that in my opinion would have a huge impact on the share price?
Lots of work being done by investors on this board to highlight, many thanks to all who have committed time to unearth these little gems of information.
AJP

Hi Thordon
Wow, that is a big step up in staffing, where did you get this information from?
On an aside, I see that IP Group are reporting Final Results on Wednesday, will we gleam any additional information from them?
This just gets better and better, we should be looking at exponential sales growth at this rate.
ATB

Hi Thordon
Hopefully we will get some news out very soon which will clear up all these questions.
Very interesting and exciting times ahead, think that Itaconix are flat out at the moment, trying to just keep up with everything that is going on.
Ever get the feeling that the SP is about to take off big time in a positive upward trajectory.
AIMO
Let's see if this week brings us some news to enlighten us.
AJP

Does anyone have access on this one?

https://www.zoominfo.com/p/John-Fernald/3460992709

If you access the page and scroll down to recent news on John and there is a section on scoops on Itaconix, only part of the text is shown for 5th and 6th of March 2021 one on M&A, you need further access
Or is this just a load of rubbish?
ATB
AJP

Hi All
Almost another week gone, with really good support at this level.
Over the last 20 trading days or so, we have averaged approx 1 million shares traded per day and maintained a SP around the 5p level, which I this is pretty good on no news/updates
By my reckoning, it will be 3 weeks on Monday when we get confirmation of Final Results date, hopefully I am wrong and this is sooner, we need something to lift the spirits and the SP lol
Stay strong and keeping sitting on those hands, good things come to those who wait.
GLA, AIMO
Have a good one
AJP

Hi Ivor
Have seen on various websites that the full year results are due out on the 5th of April, nothing official from Itaconix yet, but would expect the we would get notification the week before , so last week in March, as you say this will not only give us last years figures, but a look at what we have achieved in the 1st quarter. I am expecting to see even more positive moves forward in the light of the two VP's having had time to settle into their roles, increasing sales, more effective, efficient & streamlined operations, with improving margins.
Think we need to build on the base we have maximise our potential and see where this takes us.
If we were to be bought over, I would be looking at something between 25/50p as a good starting point.
But what will be will be.
As has been stated already, think we will drift at this sort of level for a few weeks and then we will start to pick up into and beyond the results.
Target still 10p by the end of April (should never really set targets eh, just for fun lol)
AIMO
AJP

Hi Chilting
Thanks for your thoughts on M&A, I know that the consensus is that we are flat out, meeting the needs of our expanding customer base, but is just a bit quiet for me at the moment, almost like a news blackout, maybe there are negotiations going on in the background, who knows, I am sure that it is all positive stuff that is happening.
As a long term holder here, you have a really good insight into Itaconix.
Do you see the next RNS (results) as a turning point for us, or will that be when we reach breakeven and start to move into profit? what are your hopes going forward?
It is good to get other perspectives.
ATB
AJP

Hi Chilting
Hopefully we are allowed to at least get into profit and reach a share price that reflects the companies actual worth, before we are taken out by one of the big boys, I am sure that with everything there will be a price that John would have in mind and I am sure that the likes of Croda would not want to bet into a bidding war?
This may be pie in the sky, but Croda seem to be making all the right noises as regards what their targets are as a green and
sustainable company.

Sustainability - aligning our business with our Purpose and accelerating our customers' transition to sustainable ingredients.

Our bio-based raw material content is now 67% (2019: 63%). Leveraging our position in renewable raw materials, Croda enables our customers to meet their sustainability commitments, driven by consumer demand as well as regulatory change. In consumer care markets, we deliver this through ethical sourcing, sustainable manufacture, focusing more of our innovation on sustainable ingredients and through our ingredient transparency project. This project is responding to growing consumer demand for sustainable ingredients and the 'clean beauty' trend, where consumers want to know what is in the products they use, as well as how well they perform. Our ECO biosurfactant plant enables us to produce sustainable ingredients that deliver identical performance to their petrochemical peers, with customers in both the home care and personal care markets adopting these bio-based surfactants during 2020.

Either way they are good to have as a valued client.

Lots of exciting times ahead, another day closer to results and more importantly and update on where we are and what we have to look forward to.

AIMO
ATB
AJB

See Croda have made another acquisition.
Croda acquires Alban Muller, a leader in natural active ingredients
Could we still be in their sights?

Quote from results
Accelerating strategic delivery through acquisition

We are also continuing to pro-actively search for M&A opportunities to accelerate our strategic delivery in the life science and consumer markets.

Lots of good stuff in the report

https://www.lse.co.uk/rns/CRDA/final-results-yl0hdkxf68cd9dc.html
ATB
AJP

Hi Andrew
I think until we at least get a date for the release of the full year results and the actual numbers
, then we will continue to drift at these levels.
Think there is a lot of dry powder sitting on the sidelines waiting for this, at the moment a lack of news is holding us back, to start getting some forward momentum, then I think we need this to happen.
In the light of this happening sooner rather than later, do we have any predictions as to where we stand as regards sales revenue and on our profit/loss figures for the year?
I am still sticking to the date being the 5th of April for results, but will be delighted if this happens sooner.
Once we can see the numbers and the impact on revenue of the two new V.P's then I thing we will start to fly again.
If the numbers are as we expect then does this make us more of a target for the big boys?
Points to ponder, good times just around the corner I think.
ATB
AJP

Lots of buys showing up a sells here, 95K @ 4.74 defo buy.
AJP

Hi Andrew, just added another 95,000 myself, they are giving them away at this price IMO
GLA
AJP

Well done on the top up, you have gotten in at a good time, bargain basement prices at the moment, another day closer to the results.
Is there any truth in the rumour that John had to go out and get new trousers (pants) as the pockets in the old ones were not big enough to hold his bulging wallet lol
ATB
Have a good one
AJP