Member Info for AJP08

This is the main site I use

https://www.uspto.gov/patents/search/patent-public-search

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AJP

Try this one, if not I will copy and paste the jist of it. probably cookies stopping the link

https://ppubs.uspto.gov/api/patents/html/12472128?source=USPAT&requestToken=eyJzdWIiOiIwZTIyNmNmMy1lY2Q0LTQ3YWMtYjNhNC03MjA2OTQ4NzFhNjAiLCJ2ZXIiOiJjNTBiOTA4MC05MzA2LTQwZTUtYjBiMy0xMzYwNzY1ODljZTAiLCJleHAiOjB9

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AJP

Further IP with Itaconix mentioned as preferred ingredient by CHANEL PARFUMS BEAUTE (Long-lasting solid cosmetic composition)

search find Itaconix

https://ppubs.uspto.gov/api/patents/html/12472128?source=USPAT&requestToken=eyJzdWIiOiI2NzI5Mjc1NS04YTVkLTRhNWYtODhkZi0zYjRlYzU0OWY2MjIiLCJ2ZXIiOiJhN2FmNWUxNS02NDExLTRjMWMtOWU4My1iMzJhNzFmODdjM2QiLCJleHAiOjB9

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AJP

Hi Thordon

good to hear from you, hope all is good.

Sorry if I have muddied the waters as regards what I had posted.

I used the cost of sodium polyitaconate as a benchmark, to give some context to the quantise being shipped and the potential revenues associated with this.

we did $1.5 million of business in Europe in the first six months, so the ship circa 6 mill Euros or circa 7 mill Dollars of finished goods, to me is huge. potentially over 4 times what we did in the first six months, my question is why so much?

Do we need to demonstrate a high level of safety stock to satisfy our customer?

The description ascribed to the shipment is "Natural polymers and modified" which I am thinking will cover quite a few of our performance ingredients (better GPM) https://itaconix.com/products

Remember Europe has a totally different structure to North America, the vast majority of the formulated solutions, contract manufacturers (SPARX, lower GPM) are for the North American market, Europe have their own formulators (higher GPM)

Thoughts very much appreciated

I may be meandering down the wrong path, but the information on the shipments is plain to see.

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AJP

Hi Elsol

Looks very much like we have sub-contracted the production of di-butyl-itaconate ?

https://bioasterix.com/products/di-butyl-itaconate

Given the quantity, would you suggest we have a customer for this kind of quantity?

Lots of questions for John building up for the next presentation, or hopefully some of these will be addressed in the next TU?

What are your thoughts on the shipments of ingredients to Europe (40 metric Tonnes)

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AJP

Yet another shipment of chemicals arrived Itaconix on the 15th Nov 2025, Just over 2 metric tonnes

1 TVXM92053NYK1025 HS CODE NO DIBUTYL ITACONATE ITACONIX GODAVARI BIOREFINERIES LIMITED 2025-11-15 INDIA 2166 KGS

https://www.importgenius.com/importers/itaconix-co-ltd

click on "shipments"

Any thoughts please

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AJP

Hi

based on info below and conversation with Elsol not that long ago, the two shipments that were made recently, gives us circa 40 Metric Tonnes of finished goods (ingredients) having been transferred to Europe (Belgium, storage facility), that's getting on for a potential 6 million Euros in revenue, before we are shipping this kind of quantities then we mast have an outlet for this, not shipping that level of ingredients for fun?

Does this also signal that the requirement for a European facility may be closer than first anticipated?

Previous conversation with Elsol

"Was having a quick look at what value is ascribed to this shipment of 20 Metric tonnes of ingredients.

@ 140 euros per Kg as per attached

We are looking at circa 2.8 million euros

https://www.alexmo-cosmetics.de/A-Polymer-SP_1"

come on John, drop us a TU soon !!!

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AJP

Update on Exports

https://importkey.com/search/ITACONIX%20CO%20LTD

click on the “US Export Data” bar and the information will come up

Click on the blue. "ITACONIX 2 MARIN WAY" for the shipment made 26/09/2025

this will open import/export page for Itaconix

click on the blue bar showing advanced graphs for the last two years and you will see that we have had two shipments made lately both of 20 Metric Tonnes being made Aug and Sept 2025

This along with the two shipments recieved from HOLIFERM MANUFACTURING LTD for 1.1 metric tonnes of GRANUSURFHS would suggest that there are very good times ahead?

https://importkey.com/search/ITACONIX%20CO%20LTD

Roll on the next TU

AIMHO

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AJP

Hi

Another export of ingredients

2025-09-26

ITACONIX 2 MARIN WAY

STRATHAM03885 STRATHAM UN 03885

NATURAL POLYMERS AND MODIFIED

click on the “US Export Data” bar and the information will come up. will try and find out more as regards the size of the shipment, but just updated yesterday on this platform, hopefully another 20 metric tonnes to Europe

https://importkey.com/search/ITACONIX%20CO%20LTD

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AJP

Hi

Communication also with John, got a reply last night.

Is it possible you can comment on the following please.

As the company moves from strength to strength and is on the brink of reaching the goal of being a large profitable specialty chemical ingredient supplier, it is possible that we can add a bit more structure to the updates and presentations, this could add an additional layer of confidence to existing/future investors?

Message sent -

Something like this could be a good starting point?

Say 2/3 week of the months proffered below?

Jan -full year figures (prelims)

Mar – presentation (full results)

April – TU

July – half year figures (prelims)

Sept – presentation (full results)

Nov - TU

And of course any ad-hoc RNS’s in between should they be necessary (good news of course)

Reply -

I believe we do follow the general structure you outlined below except that:

the full year results may be in early April rather than March,

your “April” trading update usually aligns with the timing of our AGM, and

a November/December trading update depends on the circumstances.

We appreciate your support.

Have a great weekend.

ATB

AJP

Hi U

Are these platforms really our target audience?

The main people that ITX need to target are formulators and those who attend roadshows and have the authority to make decisions, not Joe public, after all how many here actually look at the ingredients of what they are buying? we supply an integral part of a final product, we do not make widgets.

Linked in has nearly 1000 followers and probably has the right kind of demographic for ITX (John has circa 2000 followers)

we get free advertising through the companies who use our ingredients, they are the ones that have products on the shelf that they need to sell and utilise our ingredients as a sell point to make this happen.

Think we get too caught up in social media (sorry old person lol)

Looking forward to next update.

ATB

AJP

Hi E

Think this is just scratching the surface here, but have selected a few for examples. Cas No 26099-89-8 Sodium Polyitaconate

https://dailymed.nlm.nih.gov/dailymed/drugInfo.cfm?setid=c6b664a5-d9a5-3491-e053-2995a90a4a5d&audience=consumer

https://dailymed.nlm.nih.gov/dailymed/drugInfo.cfm?setid=cef33d1e-bc34-3c3d-e053-2995a90aeef2&audience=consumer

https://dailymed.nlm.nih.gov/dailymed/drugInfo.cfm?setid=c5ffebf0-73a2-eba8-e053-2a95a90a43d9

https://dailymed.nlm.nih.gov/dailymed/drugInfo.cfm?setid=c60227da-a4b3-3a05-e053-2995a90a1ee8

https://dailymed.nlm.nih.gov/dailymed/drugInfo.cfm?setid=e5486dc8-d5a6-7aa6-e053-2a95a90a5248

https://dailymed.nlm.nih.gov/dailymed/drugInfo.cfm?setid=ec08676a-d465-a1eb-e053-2a95a90ad8bf

https://dailymed.nlm.nih.gov/dailymed/drugInfo.cfm?setid=45c37f14-ce7c-523c-e054-00144ff88e88

https://dailymed.nlm.nih.gov/dailymed/drugInfo.cfm?setid=13a4fd19-648c-88d8-e063-6294a90a0370

https://dailymed.nlm.nih.gov/dailymed/fda/fdaDrugXsl.cfm?setid=d7bf2bc5-b52c-68ce-e053-2995a90a6f55&type=display

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AJP

Just for Info

https://www.linkedin.com/posts/itaconix-corporation_itaconix-fornaturewithnature-issa25-activity-7394773564941365248-DXdZ

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AJP

Hi M

Popped off an email this morning to John/Laura on the subject, changed the Oct TU to Nov.

See what response I get.

Will advise

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AJP

Hi S

Think we need to bring this up at the next presentation Q&A that as the company moves forward there should be more structure to the updates, something similar as to what I have posted here previously.

A confirmation TU as regards progress would go a long way to moving the SP significantly in an upward trajectory, especially if there is a lift in the year end projected revenues.

Something like this would suffice?

Jan -full year figures (prelims)

Mar – presentation (full results)

April – TU

July – half year figures (prelims)

Sept – presentation (full results)

Oct - TU

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AJP

Just for info, from LinkedIn

https://www.linkedin.com/company/itaconix-corporation

From plant-based innovation to real-world performance: our Concentrated Carpet Extraction Cleaner formulation brings together instant odor neutralization with Itaconix ONZ 400, soil anti-redeposition through TSI 422, and sustained cleaning power via probiotic support — all while offering high plant-based content. Learn more: https://lnkd.in/eUY_hN7R

We’re excited to feature our high-performance I&I solutions at the upcoming ISSA Show North America. Come visit us at Booth 2462 and discover how we’re helping brands deliver safer, smarter cleaning systems.

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AJP

Hi Nick

This is another link which confirms the 2.2 metric Tonnes.

https://www.seair.co.in/us-import/e-holiferm.aspx

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AJP

A few hefty trades going through on Aquis over the last few days

04 Nov 25 08:26. 9,422 106.00 9,987.32

04 Nov 25. 08:25 9,334 107.00 9,987.38

03 Nov 25 12:43. 4,000 103.99 4,159.60

31 Oct 25. 11:17. 950 103.99 987.91

30 Oct 25. 08:31. 7,724 103.45 7,990.48

https://www.aquis.eu/companies/ITX.GB?securityidaqse=ITX.GB

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AJP

Hi Nick

No I do not pay, total cheapskate (lol)

On the graph on the right hand side "Number of shipments by month" just under the graph it says "click here ....."

https://importkey.com/i/itaconix

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AJP

sorry, had posted the last one previously

new ones

https://www.amazon.sa/-/en/orgomore-biodegradable-furniture-non-toxic-eco-friendly/dp/b0czxxmwbz

https://4hair.lv/en/styling-sprays/13843-iam4u-up-root-boost-spray.html?srsltid=afmbooqineqlxkuohbrzbfng5kzhcqtjnh6c9_yyb2zvyjfgqddzhrv8

https://www.amazon.co.uk/dermaflora-natural-hair-aloe-keratin/dp/b0f7s3yj5q

https://etereacosmesi.com/products/time-to-curl-gel-ricci-definiti-150ml

https://care.e-pop.store/products/gel-bio-de-coif***e-boucles-definies-150-ml

https://madamelapresidente.fr/products/routine-shampoing-apres-shampoing?srsltid=afmboopto2d_df9vqa_qbunhucmbdhwm-ovne5wx_egoii2h6cpajkma

https://www.bioveganshop.it/spuma-styling-tenuta-forte.htm?srsltid=afmboopap6u9htfwuhck0ol2lzgwaefewwnk0e9kqeixmogpgljbcq6v

https://www.niche-beauty.com/en-gb/products/david-mallett-australian-salt-scrub/54-009

https://pennyblackorganic.com/products/hair-mousse?srsltid=afmbooq_1hebawavkzws8jqmmcx3hivzcugme1inyebkhgx3nyfk-8m8

https://colourloft.com.au/products/paul-mitchell-awapuhi-mirror-smooth-conditioner-1l

https://anlarshop.ie/shop/herbal-styling-hair-spray-150ml-erica/

https://www.karkkainen.com/verkkokauppa/herbina-3in1-100-ml-conditioning-styling-cream?srsltid=afmbooooej04ukjrubktvxukh0e1rk479iesx9vi35qbinhdafjet-ns

https://shop.orache.es/product/pastillas-limpiadoras-refill/

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ajp