RE: Now is the time5 Dec 2024 11:14
Hi B
In my opinion the issue surrounding the supply of raw materials as regards Itaconic Acid is not an issue, as there appears to be multiple players in the market, we may have historically used China for price and working relationship I would guess, I am sure that the big hitters in the Chemical industry will be lobbying vigorously as I would guess that they would be hit harder with the tariffs, remember we only have one ingredient to deal with and they have many multiples.
No-one wins in a tariff war, especially Joe Blogs who gets hit the most.
Are we also missing the additional string to our bow ? with the tie in with Bonals, are we not becoming the merchandiser and therefore keeping a bigger slice of the pie?
As you say a RNS to give some indication as to where we are and where we are going would be of help.
ATB
AJP