Member Info for AJP08

Hi Elsol

Nothing at the moment, not sure what the timescale would be between orders being place after 5th Nov and delivery to USA, guess that we should see something in the next week or so.

Hopefully the Operations Director post has now been filled?

https://itaconix.bamboohr.com/careers

ATB

AJP

Some I have not seen previously

https://motorsavederby.co.uk/last-products/spray+curl+hold

https://crackers-chaps.co.uk/sale-product/bounce+curl+hairspray

https://www.terracalm.ca/new-product/sea+salt+hair+mist

https://crackers-chaps.co.uk/new-products/sun+tropic+sunscreen

https://hallowforrest.co/products/perfect-crazy

https://www.fruugo.co.uk/super-curl-defining-booster-curl-styling-essence-hair-booster-hair-conditioner/p-74662583-149878982

https://www.sokos.fi/tuote/110652436/steamery-fabric-spray-vaatesuihke-110652436

https://www.ecco-verde.com/ayluna/organic-caffeine-bamboo-hairspray

https://www.simfinland.com/product/160/ds-blow-out-spray-200-ml

https://amarina.lv/en/product/rco-sun-catcher-power-c-boosting-leave-in-conditioner-124ml-en/

https://goldapple.ru/19000115947-water-wax-for-hair-natural-effect?srsltid=AfmBOooPwmkQC-ALyRXm01kASWtyRO4bcT1LGsa37Lx9SEEBlOnM72PO

https://winnerprice.re/produit/shea-moisture-weave-and-wig-for-human-and-synthetic-hair-flyaway-and-wrap-mousse-222ml7oz/

https://armoniabiostore.it/Leave-in/853-Anarkh-a-Bio-HAIR-PUMP-ARIA-Mousse-Idratante-e-Volumizzante-0806891266347.html

ATB

AJP

Might be better if I put the correct link

https://www.linkedin.com/posts/itaconix-corporation_last-weekitaconixceo-and-afcc-advisory-activity-7266863562327736321-L007

ATB

AJP

Just for info

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

ATB

AJP

Hi Smart

If the collaboration with Bonals Tech is a success in North America, can we see this being rolled out in Europe too?

Based on the SPARX collaboration and the proposed minimum of 10 new product launches, we should see a greater news flow in the coming months as each product is launched, one product a month would be good?

Not too long till the Final numbers for the year are released.

Keeping an eye on shipments, to see if we are going to build a stockpile of raw materials before the 20th Jan 2025, based on the American election being on the 5th of November and the time taken to place an order and ship, I would have thought that we will see these start to arrive in the next week or so( if that is the road we have gone down) although there appears to be many other suppliers of Itaconic acid, lets hope that common sense prevails going forward with the incoming administration.

ATB

AJP

Just for info.

https://www.linkedin.com/posts/itaconix-corporation_its-been-a-busy-first-full-day-at-issa-show-activity-7264757774545301507-KnuH

ATB

AJP

Yesterdays announcement was as below.

Reach - Non Regulatory Reach Announcement

Reach is an investor communication service aimed at assisting listed and unlisted companies to deliver non-regulatory news such as marketing messages, corporate and product information. It is based on the existing RNS UK-Regulatory service and has the same levels of efficiency, control and broad dissemination.

I guess that there was no immediate financial advancement from this announcement, but for me sure makes clear their intent to become a major player.

Think that there is still a level of uncertainty as to how the incoming Administration in the US is going to affect the world order.

I do not see the supply of our Itaconic Acid being an issue, as there are many other sources available, we possibly used China based on price and working relationship over the years?

Based on the news we have is this an ideal price to be buying in at?

AIMHO

ATB

AJP

From today

https://www.linkedin.com/posts/itaconix-corporation_fornaturewithnature-sustainablechemicals-activity-7262928369015570432-x1Le

ATB

AJP

Hi

Bonals, which supplies equipment to major European detergent brands, will support the development of new detergent tablets formulated by Itaconix.

https://www.linkedin.com/posts/itaconix-corporation_activity-7262826465849663488-KVy-

ATB

AJP

Very interesting times ahead then, roll on the next presentation in January 2025

Maybe a few more updates before the year end then.

We need something to kickstart the upward momentum in the SP again.

ATB

AJP

Can someone confirm that I am right or way off the mark.

Are we now entering into the production and supply of Dishwasher tablets/pods?

ATB

AJP

Just out today

https://www.londonstockexchange.com/news-article/ITX/sparx-collaboration-with-bonals-technologies/16763596

ATB

AJP

Worth a look

https://pswordpress-production.s3.amazonaws.com/2024/07/Fermentation-chemicals-PreScouter.pdf

ATB

AJP

Keeping Its in the spotlight.

https://www.linkedin.com/posts/itaconix-corporation_fornaturewithnature-itaconix-sustainablechemicals-activity-7262465687154049024-hvYU

ATB

AJP

Just came across this, just for information.

https://us.metoree.com/categories/6167/

ATB

AJP

Any movement would be initiated by an RNS, so not sure we will get one of those this week, but you never know.

Not an expert on this by any means, but on HSD they offer the following, which is minimal cost or loss in SP transfer?

Maybe someone on this board has better knowledge?

ISA Sale and Repurchase Form

Use this form to give your instruction to sell your holdings and repurchase them in your Stocks and Shares ISA. Otherwise known as a Bed & ISA. Complete the form.

Cash to ISA Form

If you'd like to transfer money from your Share Dealing Account into your Stocks and Shares ISA then you may be able to do this online. Complete the form.

ATB

AJP

There would also appear to be Japanese options as well

https://buychemjapan.com/search?category=All&keyword=Itaconic%20acid

So would look like there are a few different options out there that are not Chinese companies.

ATB

AJP

Was just having a quick check and there appear to be a supplier in India

Appears to be the same CAS No 97-65-4 as we currently purchase from China

https://www.alphachemika.co/c_search/search_keyword

ATB

AJP

Plan going forward?

All thoughts and comments welcome, this is just me thinking out loud (which is sometimes not a good thing lol)

We buy as much Itaconic Acid as possible based on shelf life 400/800 Tonnes (we have the cash?)

We run production flat out 24/7 until the end of the year and beyond

We export to our warehouse facility in Europe everything we can as regards finished goods to maintain price, supply and margin in Europe for the next year or so and ensure supply to our European clients/partners.

With the excess raw materials we have purchased, build back up inventory in US to meet demands there, maintaining price and margin.

As stated previously Shelf life of finished goods is in excess of two years, so will we see manufacturers in both the US and Europe looking to build their inventories as a buffer before the year end?

This could give us the time needed to come up with a practical solution to the raw materials supply, as DB alluded to Itaconic acid is widely used in the US so would it not be in someones interest to produce it?

As I have mentioned before the cost of setting up say two production lines in Europe is not excessive, would Belgium ( storage facility location) or Itaconix in UK (Deeside) be feasible options?

May make us a target for M&A?

And maybe within this timescale the US will have realised that this is not the policy to follow

AIMHO

ATB

AJP

Hi Smart

What are they going to comment on?

Nothing has happened.

If they came out with anything could they not look foolish?

As long as they have considered all the options and have a plan in place to deal with each different scenario, then all is good. Until we know what is happening for sure then we just have to trust that this is all in hand?

Have you seen any other companies coming out with statements?

Frustrating times I know.

ATB

AJP