Member Info for AJP08

Hi S

Not sure that there is a direct link as regards exact prices between AIM and OTC, did notice the trade the other week and the spread was 1.05 to 1.60 if I remember correctly, it will stay at that price until there is a buy to move it upwards (spread now 1.20 to 2.05, which on the OTC is not very often, thought it might have been Jim Gordon selling his shares when he retired?

This is the AIM and the MM's are always at it.

Everything is moving forward in the right direction, roll on the end of March and the results/presentation.

ATB

AJP

Hi DFV

Breakdown of revenues since 2018 taken from RNS, the rise in revenues can be seen to be ramping in an upwards trajectory.

2018. Revenue $0.881 mill (total)

2019. Revenue $1.288 mill

1st half $0.45 mill

2nd half $ 0.85 mill

2020. Revenue $3.292 Mill

1st half $1.1 mill

2nd half $2.2 mill

2021. Revenue $2.596

1st half $1.4 mill

2nd half $1.2 mill

2022. Revenue $5.6

1st half $3.1mill

2nd half $2.5 mill

2023. Revenue $7.9 mill

1st half $4.0 mill

2nd half $3.9 mill

2024. Revenue $6.5 mill

1st half $2.8 mill

2nd half $3.7 mill

2025. Revenue $10.3 mill

1st half $4.8 mill

2nd half $5.5 mill

ATB

AJP

Hi U

I would say that there is much more availability across Europe as a whole, much more products and availability in store.

ATB

AJP

Hi U

There are a few options below, as a nation we are not very good with replacing products that are polluting and killing our rivers, but that is I different story and one that the government and industry standards need to address.

Dropps dishwasher detergent pods are

available in the UK, primarily through online retailers like Amazon UK,

Dapple Dishwasher Detergent Pods are available in the UK, primarily through online retailers like Amazon UK and iHerb UK

Branch Basics offers plastic-free, plant-based dishwasher tablets (not pods) that are biodegradable, fragrance-free, and free from harsh chemicals,

available in the UK from retailers like DaVinci Salridge,

Molly's Suds Dishwasher Pods are available in the UK, sold through retailers like Amazon UK and Healf,

claro

is an eco-friendly dishwasher detergent brand available in the UK, offering tablets (often called tabs) with water-soluble film, not traditional "pods," focusing on plant-based ingredients and strong cleaning, sold via retailers like Amazon UK and specialized eco-stores like Ecosplendo

Blueland dishwasher detergent pods (tablets) are

available in the UK, sold on UK Amazon and through third-party sellers like Ubuy

Method Smarty Dish dishwasher pods are

a bio-based detergent for UK users, designed to cut grease and remove stuck-on food, often featuring eco-friendly aspects like recycled packaging and cruelty-free testing, available through online retailers like Ubuy UK, though you'll find similar method dishwasher packs on eBay UKand the official Method UK shop, with popular versions including Lemon Mint or Free + Clear.

Palmolive PowerPacs dishwasher detergent pods are available in the UK, though they're often found on online marketplaces like eBay UK and Ubuy UK rather than major supermarkets

Wild Clean Dishwasher Pods are

eco-friendly, plastic-free detergent tablets available in the UK from retailers like Peace With The Wild,

ATB

AJP

Questions for March 2026

Updates on the following

Sparx collaboration with Bonals (where are we with this?)

Itaconix/Brenntag progress (how much business are we doing with them)

New ingredient progress/launch (when will this happen?)

We have seen 2 shipments of GRANUSURFHS from HOLIFERM MANUFACTURING LTD approx. 2.2 Metric tonnes in total received by ITX, can you advise on this please?

We have seen 1 shipment of DIBUTYL ITACONATE from GODAVARI BIOREFINERIES LIMITED approx. 2.2 Metric tonnes in total received by ITX, can you advise please.

We have seen two shipments of 20 Mertic tonnes (40 Metric Tonnes in total) of ingredients being exported to Antwerp Belgium in the second half of this year, can you advise please

Bio-Asterix- progress on new(additional) ingredients?

Bio-Asterix - Launch of European sales on website (e-commerce site)?

Bio-Asterix - progress in seeking a large scale-up partner to bring a product to market?

Progress towards increased revenues that will merit a second plant?

Exciting times ahead

ATB

AJP

Well Done ITX, onwards and upwards. Great to see that they have come out and stated that "the Company's FY 2025 results, expected in late March 2026." only 8 weeks or so till we have the full details and an opportunity to put all the questions we have together and submit

"Entering 2026, Itaconix is operating from a position of strength: we are well funded, capital efficient and supported by a deep and expanding revenue pipeline. With increasing scale, disciplined execution and strong customer engagement, we believe the Company is firmly on track towards building a large, profitable and enduring specialty ingredients business, delivering long-term value for shareholders."

ATB

AJP

Just for info (Clorox are very big)

https://www.cloroxautodish.com/products/clorox-oximax-dishwasher-detergent-pacs-fresh

https://www.cloroxautodish.com/products/clorox-oximax-dishwasher-detergent-pacs-crisp-lemon

https://www.cloroxautodish.com/products/clorox-ultra-plus-dishwasher-detergent-pacs-fresh

https://www.cloroxautodish.com/products/clorox-ultra-plus-dishwasher-detergent-pacs-crisp-lemon

https://www.cloroxautodish.com/products/clorox-triple-action-dishwasher-detergent-pacs-fresh

coming soon (ITX ingredients also?)

https://www.cloroxautodish.com/products/clorox-oxi-magic-multi-use-stain-remover

ATB

AJP

Just for info

https://www.linkedin.com/posts/itaconix-corporation_itaconix-oneteam-stemcareers-activity-7415074855546499072-SvSA

Have not heard of this chap previously

ATB

AJP

Hi E/DB/S

came across this from RNS in 2017

Plant expansion - a $1m investment has been made to upgrade the Group's polyitaconate manufacturing facility in New Hampshire, quadrupling the previous capacity. After successful commissioning, the facility came on line in March 2017.

Even accounting for inflation we are talking a very small amount of money to set up a new plant $2/3 million (over estimation maybe), has to be taken in context to where the company will be placed financially at that time ( we have that and more in free cash in the bank just now).

Sad to see Jim Gordon retiring, would have been nice of ITX to acknowledge his input/value, but all good things must come to an end, as one door closes the opportunity will arise for someone else to take over and move us forward ( Elsol a job for you? 😂😂)

Lets hope that John gets his act together and puts something out next week as a TU, has had a whole week since the turn of the year to put something together?

Happy New Year to All (bit late 😂😂)

ATB

AJP

Just for info

https://uk.linkedin.com/in/jim-gordon-85a51a29

Global Director Cleaning and Hygiene at Itaconix Corporation. now retired

ATB

AJP

New Dropps product

https://www.dropps.com/products/odor-eraser-biobased-laundry-additive

ATB

AJP

Hi C

Not sure if it is just the time of year, but I took 500 more on Monday, even with it being NT to buy 115p is still a steal with , what I think has been a stellar year, the next update hopefully early in January will confirm we are on the path to profitability, if we are not already there, I am still look to be closer to $11 million than $10 million , as you can tell I am a glass half full person, rather than an empty glass like some on here 😂😂

All the best to all ITX shareholders , here’s to a fantastic 2026

AJP

Just for info

https://www.linkedin.com/posts/itaconix-corporation_itaconix-oneteam-specialtychemicals-activity-7411768071939362816-mZ2V

ATB

AJP

New Patent for Fabric and Home Care composition posted 25/12 2025

"Itaconix" prominent in text

BACKGROUND OF THE INVENTION

[0002] Soil release polymers are known and used in fabric and home care formulations. In the washing process, soil release polymers can deposit on fibers, which changes the surface properties of the fabric and in particular delivers the benefit of easier soil removal from fabrics which have been treated with a soil release polymer in a previous washing process.

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.

ATB

AJP

A Merry Xmas to all ITX shareholders

Hope you all have a great time.

May 2026 be the year that changes all our fortunes for the better

Health, wealth and Happiness to all

ATB

AJP

Now with 38 top quality products

https://skinsort.com/products/products-with-sodium-polyitaconate

ATB

AJP

New to me

https://cdn.builder.io/o/assets%2F81beead26d074a4fb3eb6fe8be92ecad%2F860f2c2796434a1aa5c16e42db98168a?alt=media&token=5cded130-a84b-4e2d-aeca-e7e87d50a16d&apiKey=81beead26d074a4fb3eb6fe8be92ecad

https://www.lygos.com

ATB

AJP

Hi

With all the ingredients that we have shipped to Europe, it is good to see that the rates are still very much in ITX favour?

Exchange rates

GBP/USD circa 1.35

EUR/USD Circa 1.18

ATB

AJP

Thanks Elsol

Much appreciated, sounding very encouraging as regards the full year results, looking forward to these being advised early in January 🙏🤞💷

ATB

AJP

Hi

Croda International is currently facing a challenging period, marked by

significant financial pressure and a sharp decline in its share price since its 2021 peak, but the company is implementing a turnaround plan and is not considered to be in existential "trouble".

• Strategic Focus: Croda has realigned its portfolio to focus on high-growth, innovation-led areas, particularly in sustainable ingredients for life sciences (crop protection, pharmaceuticals) and personal care.

Can only be good for ITX?

ATB

AJP