Member Info for AJP08

Just looking to see who is reporting in the not too distant future and noticed that Croda International are reporting their Finals on the 23rd of Feb.
I wonder if there is anything that we will be able to gleam from this, that will demonstrate how much business we have done/will do going forward with them (projected future sales).
Just throwing this out there.
ATB

Hi Thordon
Thought we had found this? as per my previous post
https://www.polimexgroup.com/blog/polimex-blog-1/post/the-latest-news-about-naturally-derived-materials-5
The environmental themes are becoming increasingly important for consumers and producers so that even the chemical companies increase investment in R & D for being able to effectively use naturally derived raw materials and supply products as much eco-friendly as possible. An example of this trend is the new generation of organic based polymers, on which are jointly working AkzoNobel and Itaconix.
ATB

Hey Wololol
Lets keep it on topic please, this is not a free advertising space for other companies shares.
We are here to discuss/promote ITX
ATB

Hi Waccamacca
Great minds think alike.
I know we have has a great rise from where we were some months ago and in all honesty the share price probably got a bit ahead of itself, I think if we were in the 6/7p band between now and the finals being released then that would be a really good position to be in, this may be the case as that time looms closer and we begin to build a bit of momentum into the release date.
I am sure that there must be little snippets that could be released, to keep everyone interested.
Something on the progress being made on the Collaboration in Biodegradable Packaging for instance, would be good if possible, lots of things going on, but the news flow is quite sparse, lots of the information that we do have has been advised by posters on this board.
I am sure that we have very good time ahead, but as you say it becomes a bit frustrating when news is slow in being released.
Did notice that they are using Belvedere Communications, think they may be new, not sure how this is impacting on news flow?
AIMO
ATB

Hi All
Would be nice to get a RNS with just a little bit of information to enthuse over until the finals are released.
Investors get bored when there is nothing happening to get them excited and therefore the SP just drifts downwards as they look to find something else.
Something to light up the BB and get the chatter going as to the potential of this share and how far it could go.
Sure we will get something within the next couple of weeks
AIMO
ATB

Sorry RNS

Would be nice to have something in the lead up to the finals
Would be nice if there was news of further supply/licence agreements on the back of introduction of sales V.P
Not sure if this will happen or we will get one total blockbuster of a RSN
Only time will tell, difficult to guess, but think we will look back and be glad we were invested here.
AIMO
ATB

Hi Paris
I guess that you could get a wide and varied answer to that one.
In my opinion anything between 8p and 12p .
Going forward this could grow and grow, the potential is huge.
AIMO

Hi Andrew
As per post last week, all the indicators point to Finals being the week beginning the 5th of April, but not to say it may be sooner than this.
What are the odds of a big buy after the bell ? price moved down to shake a few impatient investors, being scooped up at a bargain price?
IMO
ATB

Nice to see the blue finish today.
Nice 351,123 share purchase before the close @ 5.70p
Maybe the start of a bit of momentum building again.
Have a good weekend
ATB

Hi Bubbled
Think it is more that the trade was made earlier than it was reported, rather than any jiggery pokery lol
Have a good weekend
ATB

Hi Bubbled
It may be down to the fact it was an amended trade, posted much later than the actual trade time, when the prices being asked for were much higher?
Quite a few of the trades shown on here are questionable as to whether they have opted for the correct status.
AIMO
ATB

Looks like a very nice buy went through at 10.09. 650,000 @ 5.5p

we are starting to see this move again, as shares become scarce.

ATB

Think we are well overdue a blue finish eh ?
Another day closer to the final results and confirmation of how well we are progressing as a company.
Have a good weekend all
ATB

Hi Dougerboy
Hope you did not get too wet on your walk.
Would be nice if we could get the margin up from 37% to somewhere nearer 60% or above, most of the companies I have been involved in usually worked on 65% mark up, that would be nice eh. and speed up the breakeven date.
Guess the margins are as they are at the moment and will be a work in progress.
A huge amount of spadework has already been done in respect of the 500/600 samples per year, would be good to know what the convert rate is into actual orders.
I am sure that one the figures are released the picture will become a lot clearer.
sunny days ahead lol
AIMO
ATB

Excellent post Dougerboy.
Just seeing all those point listed out, kind of spells out what huge potential there is here.
As the whole industry going forward will be forced to embrace greener ingredients in their products, then our market will increase exponentially.
What are your thoughts on breakeven figures.
Back of the fag packet workings $5.5 mill turnover per year?
Think we will be at around $3.2/3.5 2020
and hit $6 mill this year?
IMO
ATB

Thanks Enteleon
Think that a busy BB with lots of posters discussing the company can be a valuable tool, as sometimes we have misconceptions as to what the actual situation is, which can in turn stop us from making an educated investment because we did not have the full picture.
Many good informative posters here.
Would be nice to see new V.P's Mona Manning and Helen Cane making a share purchase before the close period to show their confidence in where Itaconix is heading?
ATB

Hi All
30/09/20 post from Chilting.on production

Falesta - its actually much better than that longer term - I wrote this post back in August.

One relevant point is that their manufacturing facility is running at just 10-15% capacity and even at this level can produce revenue of $15 million - the revenue can be doubled with just $0.5 million capital expenditure to $30 million.
So large repeat orders won't be a problem - in fact the total capacity could rise to between $100- $150 million revenue if the orders are there.
ATB

Hi Dougerboy
In the same vein, I would hope that the investment being made as regards the Sales & Operational VP's will be purely material as regards what their employment will do to improve our revenue and streamlining of production/delivery of product.
As they say you have to speculate to accumulate.
Not sure how this works, but is there not a case where some of our products would/could be made elsewhere under licence?
If production capacity was going to become an issue, think we have enough spare capacity for the moment.
ATB

Hi Dougerboy
sorry missed your point on the plant production, from memory from previous posts here by investors better placed than myself, only 20% of the production capacity is being used, although I would guess that is changing as the orders continue to flow in.
ATB