Member Info for AJP08

Hi Smart

Not sure they would have to make a raise, start off with 2 production lines at $250K/$300K each (costs from John in previous presentation), which should be enough initially to furnish all customers outwith the USA, not sure on the Tariff implications, but is it possible to reverse the rolls and export from Europe to the USA and avoid these tariffs?

We already have a warehouse/distribution facility in Belgium, we have partners in Croda and Nouryon close by.

Again this is all hypothetical.

Hopefully we will not have to consider these actions, but the cost are not astronomical.

ATB

AJP

Hi S

As an aside, the tariff scenario should the US be silly enough to elect Trump in my opinion could be circumvented by having a production facility in Europe, serving all other customers outwith the USA and bypassing the tariffs being imposed therefore reducing ITX exposure?

Thoughts please

At the moment we are really hypothesising, we will have a clearer picture in 8 days time.

ATB

AJP

Hi J

My biggest fear at the moment is someone coming in and stealing ITX for a pittance ? we must be in the crosshairs of some of the bigger players?

This is way oversold, in my opinion.

Let's see what the next few weeks bring us when the dust has settled.

ATB

AJP

Hi DB

Another laundry product I have not seen.

https://skosh.se/en/products/kulortvattmedel

https://cdn.shopify.com/s/files/1/0491/3882/7413/files/SKOSH_PRODUKTDATABLAD_-_tvattmedel.pdf?v=1651232289

The one I posted last week is a laundry product also and not for washing Deers (lol) Deer is the brand name.

Translates as Deer washing powder with a soap base

https://pemi.cz/uploads/0/TechnicalDatasheets/jelen_mydlovy_praci_prasek_3kg_tl.pdf

https://www.mydlosjelenem.cz/jelen-praci-prasky/jelen-mydlovy-praci-prasek-5-kg/

ATB

AJP

Hi Smart

Let's hope that Trump does not get in then for the sake of everyone, the thing about tariffs is that all the do is force up the prices of goods, USA import more than they export, so the affect would be to drive up prices in the US to the consumer, The US would also suffer from exports to China being subject to increases in tariffs on their exports as a retaliation, so in my opinion it is totally nonsense to pursue such a policy, but then that is Trump(nonsensical)

ATB

AJP

Hi C

I would suggest the 122p /122.5p trades are buys.

ATB

AJP

Hi S

Added a few more. These prices are ridiculously low, the tide will turn (glass half full)

ATB

AJP

Cheers S

New one

Czech product

Translates as Deer washing powder with a soap base

https://pemi.cz/uploads/0/TechnicalDatasheets/jelen_mydlovy_praci_prasek_3kg_tl.pdf

https://www.mydlosjelenem.cz/jelen-praci-prasky/jelen-mydlovy-praci-prasek-5-kg/

ATB

AJP

Any thoughts?

Do we have a very large buy being filled, as the MM's appear to be happy to take the sells and not move the price, then again, they may have knowledge of impending news, we need something to kindle the enthusiasm and move the SP upwards ?

ATB

AJP

Hi Snooz

Really appreciate your insight.

Was a bits strange yesterday for sure, think that this BB failed late on in the day, as there were a few trades that did not show up and not on AQUIS either.

Closing price up at 137.5p below

3605 shares traded (bought) @ 138.5p

https://www.londonstockexchange.com/stock/ITX/itaconix-plc/company-page

The MM's world is weird and wonderful and I totally do not get it.

On the bright side, there are many moving parts to ITX at the moment, let's hope that we get something out soon to give us a bit more meat on the bone and an increase to the revenue forecast ( which you would think must be highly possible give the raw materials purchased this year and that we have employed 3 new chemical production operators this month and still have an advert listed for more?)

https://itaconix.bamboohr.com/careers

Let's see what the next week or so brings.

ATB

AJP

Sorry

Not sure what happened there.

ATB

AJP

Hi S

not sure what it is, but for that sort of number has not affected the SP, there is no difference on my trading platform as to buy and sell ratios.

Did we not have some strange transactions happening a while back, before the price moved upwards?

Strange one

ATB

AJP

Hi S

not sure what it is, but for that sort of number has not affected the SP, there is no difference on my trading platform as to buy and sell ratios.

Did we not have some strange transactions happening a while back, before the price moved upwards?

Strange one

ATB

AJP

On the production staffing, if not additions to the production line then maybe they are working weekends now as well?

A Trading Update would go a long way to making things much clearer, fingers crossed this is not too far away.

ATB

AJP

That’s another two production staff joined the company and we still appear to be advertising for more, I wonder if we are adding to the production line with additional capacity?

https://www.linkedin.com/posts/itaconix-corporation_fornaturewithnature-activity-7252762174568165376-sMfZ

ATB

AJP

Hi S

Totally, very exciting times ahead, let the RNS’s start flowing

ATB

AJP

Hi S

Lots of posts on LinkedIn tonight

https://www.linkedin.com/posts/itaconix-corporation_fornaturewithnature-activity-7252412569494122496-nmGw

ATB

AJP

Hi S

“ at least 10 new products “ so may be many more than that.

ATB

AJP

Do we know why this was not available on here this morning?

https://itaconix.com/blog/launch-of-itaconix-sparx-program?utm_content=312369430&utm_medium=social&utm_source=linkedin&hss_channel=lcp-10100635

ATB

AJP

SPARX

Itaconix has launched its new SPARX program, aiming to enhance the value and speed of bringing eco-friendly home and personal care products to market. The initiative will collaborate with ingredient suppliers and brands to introduce at least 10 innovative products by 2025, focusing on sustainability and performance. This move highlights Itaconix’s commitment to creating high-margin, capital-efficient solutions for a greener future.

Should prove to be very fruitful, nice target " The initiative will collaborate with ingredient suppliers and brands to introduce at least 10 innovative products by 2025"

ATB

AJP