Member Info for AJP08

Hi S

This may be what you are looking for?

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

ATB

AJP

Unsure if I have posted this previously

Very similar to the likes of Lenor in the UK (fabric conditioner)

https://www.google.com/search?client=safari&rls=en&q=Lammi+Weichspuler&ie=UTF-8&oe=UTF-8

https://clovingermany.de/wp-content/uploads/2024/04/Auflistung-der-Inhaltsstoffe-Lammi-Weichspuler-Lovely-Pink.pdf

https://clovingermany.de/wp-content/uploads/2024/04/Auflistung-der-Inhaltsstoffe-Lammi-Weichspuler-South-Ocean.pdf

https://clovingermany.de/wp-content/uploads/2024/04/Auflistung-der-Inhaltsstoffe-Lammi-Weichspuler-White-Moment.pdf

ATB

AJP

Hi S

No not shown here as totally different platform, excellent purchase though.

14 Oct 24 13:49 1,000 134.40 1,344.00

14 Oct 24 13:31 1,000 134.40 1,344.00

ATB

AJP

Totally, as I have said previously, it would be good if there was structure to the updates

Full year unaudited in Jan

Trading update in Apr

Half year unaudited in Jul

Trading update in Oct

Would be good to have something out either tomorrow or Wednesday going into "The SEPAWA® CONGRESS the October 16-18" always good to be exhibiting at these type of event on the back of good news being released, generates interest as well.

ATB

AJP

Not come across this one before?

https://www.unfi.com/cleaning-product-disclosure/essential-everyday-lemon-scent-automatic-dishwasher-packs.html

https://www.instacart.com/products/89543-essential-everyday-dish-detergent-automatic-lemon-scent-20-ct

ATB

AJP

Another good to see being highlighted

https://www.linkedin.com/posts/itaconix-corporation_11-years-of-quality-assurance-and-counting-activity-7250609173216866304-fii2

BSI accreditation is very important must have as this is one of the first hurdles you have to jump in order to have any chance of dealing with the big boys as a vendor.

ATB

AJP

Hi W

No problem, let's hope that Jim has the gift of the gab, sure he will have as if I remember correctly he's Scottish 😂😂😂

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AJP

Hi W

Where did you see him present?

Dr. Jim Gordon, Global Director Cleaning & Hygiene at Itaconix, will present at SEPAWA on the complex issues facing today’s product managers and formulators, and how a new class of bio-based polymers can deliver superior performance while reducing chemical loading into the environment. If you’re attending SEPAWA, be sure to mark your calendar for October 18 at 9:15 CEST!

ATB

AJP

Thanks L

Much appreciated

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AJP

Hi S

Not sure what the criteria for presenting at these events are, is it by invitation? If so it would look like ITX is being held in very high regard .

ATB

AJP

Hi F

Very much looks like it, as only circa 2.5K shares left at this price.

A few more like that would be very nice.

ATB

AJP

Just updated recently, so thought I wold post.

Further confirmation of the 360 Metric Tonnes of raw materials that have arrived this year so far.

Here's looking to a fantastic end to the year !!!

https://www.seair.co.in/us-import/product-itaconic-acid/i-chemtan.aspx

ATB

AJP

Just noticed this

New Chemical Production Operator.

https://www.linkedin.com/posts/itaconix-corporation_itaconix-is-thrilled-to-welcome-steve-champagne-activity-7248052097378611202-x3vD

Is it a case that we are still looking to add another Chemical Production Operator, as the position still being advertised, maybe we are that busy?

https://itaconix.bamboohr.com/careers

ATB

AJP

Hi Smart

Think that is the second year running we have had a large delegation attending.

With the Dock workers dispute being resolved pretty quickly, it will be interesting to see when the next shipment of raw materials arrives, just to see if it was being prudent or we are very busy.

As an aside, was noticing that Croda, one of our partners has started to recover in its SP now up circa 9% in the last month, which is a pretty decent rise.

Have a nice weekend all.

ATB

AJP

Hi

Guess it may take a week or so to sort itself out, but looks like a deal has been reached to end the strike with immediate effect, business as usual.

https://www.reuters.com/world/us/ship-queue-grows-us-ports-dockworker-strike-enters-third-day-2024-10-03/

ATB

AJP

Hi

In the light of the recent dockyard strike on the east coast of the USA and the uncertainty surrounding the length of time this may take to resolve, then it very much looks like ITX have been very proactive in building up a large stockpile of finished goods in Europe as per the recent presentation where John stated that the production had been running 24 hours a day most weeks to make this happen and also have a large quantity of raw materials on hand imported in, in recent months to keep the North American customers supplied as well, as these will be supplied through rail and road transport.

Well done ITX, still one hell of an amount of raw materials though, would be nice to get confirmation of what exactly is happening.

ATB

AJP

Just noticed this

Was some of the increase in raw materials to keep us ahead of the game and ensure supply?

https://www.bbc.co.uk/news/articles/c3vkdp3rx17o

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AJP

Hi Smart

All of those.

RNS to raise revenue forecast for the year at elevated GPM 36/38% and advise of new contracts.

I would be for there being a pre-recorded polished presentation, with a live Q&A 48 hours later with pre submitted questions given the due consideration and a proper response given, then open it up for any live questions that arise from those responses?

Director buys are also a good sign, but as you say, a reasonable quantity being bought.

whatever they come up with it needs to be better

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AJP

Hi Surfie

Of course I am ( the SP is only an issue at the moment if you want to sell, not I), the SP is not a true reflection of where I consider we are at the moment, you are telling me that we are just buying very large quantities of raw materials just for the hell of it, I would expect an RNS in the not to distant future to enlighten us, shares are an absolute steal at these prices in my opinion, but time will tell.

Have a good one

ATB

AJP

Hi Dougerboy

Be very much interested in what you come up with.

By the way did you pick up the additional delivery updated on Friday?

Another delivery of circa 40 metric Tonnes, now 360 Metric Tonnes for the year so far

1 UULNQD240806078 ITACONIC ACID, 99.5MIN. CAS NO. 97-65-4 H.S. CODE 9902.02.95 1000KG SUPER SACKS WRAPPED O N STAMPED 20 PALLETS. TOTAL 20 PALLETS2 CHEMTAN CO. INC. QINGDAO KEHAI BIOCHEMISTRY CO.,LTD 2024-09-25 CHINA 39600 KGS 40 PKG

ATB

AJP