Member Info for AJP08

Unbelievable at the moment.

MM taking out sells (possibly stop losses) as I cannot purchase any at the moment, another large order being filled?

NT for anything at the moment on HSD was looking to add at these levels, before the Finals.

ATB

AJP

Have been doing a bit of digging, can someone else please confirm the connection.

https://www.glossy.co/beauty/unilever-bets-on-bond-repair-category-with-k18-acquisition/#:~:text=Throughout%20the%20first%20quarter%20of,%2Din%2D1%20Super%20Serum.

https://www.sheamoisture.com/ca/en/jamaican-black-castor-oil-strong-hold-styling-gel/764302020653.html?bvstate=pg:2/ct:r

https://www.sheamoisture.com/ca/en/jamaican-black-castor-oil-strong-hold-styling-gel/764302020653.html?bvstate=pg:2/ct:r

Other products (sheamoisture)in that range also shown on last link.

"K18 is just one part of the growing bond repair space, which includes a growing number of brands like Bumble & Bumble, Living Proof, Ranavat, Kerastase, Redken, L’Oréal Paris and Paul Mitchell. "

We are also in Living Proof and Paul Mitchell for sure,

https://www.livingproof.co.uk/full/texturizing-foam/03421.html

https://flawlessbody.co.uk/products/paul-mitchell-awapuhi-no-blowout-hydrocream-150ml

ATB

AJP

Hi D

Think there are many keeping their powder dry waiting for the 2023 full year results due to be released sometime in the first two weeks of April.

Think that when you have risen over 100% in the last month that there is always a natural pause to take breath. Mind you is there someone in the background scooping up all the easy sells, as in yesterday?

Late trade yesterday scooping 6275 shares @ 257p circa £16k

https://www.londonstockexchange.com/stock/ITX/itaconix-plc/trade-recap

ATB

AJP

No sure if this is in addition to our current staff or a replacement, but we currently have four positions that need filling, one of which is another Laboratory Technician, we will be needing a bigger premises soon to accommodate all these additional people?

https://itaconix.bamboohr.com/careers

ATB

AJP

Hi DB

Cannot believe I missed this one, May last year (2023) as far as I can see.

https://www.henkel.co.uk/brands-and-businesses

https://www.schwarzkopf-professional.com/gb/en/styling/osis/curls-waves/tipsy-twirl.html

Henkel are also massive.

Large amount of products still to look through, but a styling gel very similar to Unilever styling gel product.

ATB

AJP

HI

Think that the trial ITX were involved in was more down to the delivery of the medication as opposed to being an actual part of the treatment? a very large market, but maybe a bit further down the line?

New Branched Polymers Excipients and Emulsions for Enhanced Drug Delivery

Project Partners:

Clinton Health Access Initiative CHAI Itaconix (UK) Limited Medicines Patent Pool

https://gow.epsrc.ukri.org/NGBOViewGrant.aspx?GrantRef=EP/R024804/1

Just shows that the chemistry that they have perfected has many facets, the future pipeline of ingredients looks very promising.

ATB

AJP

Hi Elsol

Would this link into this then?

New Branched Polymers Excipients and Emulsions for Enhanced Drug Delivery

Project Partners:

Clinton Health Access Initiative CHAI Itaconix (UK) Limited Medicines Patent Pool

https://gow.epsrc.ukri.org/NGBOViewGrant.aspx?GrantRef=EP/R024804/1

And could there be any potential future commercial advantages to this research for ITX, Just completed mid last year?

ATB

AJP

Thanks DB

Had not watched that one for a while, how far we have come as a company eh, when you consider that was 9 years ago, would be great to get an interview from Yvon today to do a comparison on where we have come, the last 15 minutes or so was very interesting on the Patents and how extensive, granular and in-depth they are.

Hopefully all is good with Thordon and that he has just been very busy with work.

Not too long till we get the finals and can put some questions to John after the presentation. (2/3 weeks?)

ATB

AJP

Hi DB

Not sure where the question emanated from, but maybe genuine, I get it that there may still be some scepticism on the Unilever front, as regards ITX ingredients, but this for me is 100% genuine. Below is another site I scan from time to time.

Page 2

https://www.ewg.org/skindeep/browse/ingredients/862608-SODIUM_POLYITACONATE/

Updated Jan 2024, which suggests that this is a very new product.

ITX will I guess only know that they have received an order from Unilever, but may not know what the application is, unless they have been involved in the formulation?

Would be nice if we could have an IR person as the next addition to the staffing, as a point of contact to clear up some of the more trivial questions, leaving John free to tackle the bigger questions at the presentations?

ATB

AJP

Hi Leoboy

First of all what is the posters concern?

I am by no means an expert in this area, but where our IP lies is in the Ingredients we produce and the methodology under which these are prepared, many of the majors have tried and failed over the years, going back to the 1960's to produce the Green polymers that we have perfected on a commercial basis. We are not the only company who uses Itaconic Acid as can be garnered from the amount of raw materials are imported into the USA in a year. None of these would dare to try and impinge on our IP. There is nothing there that would concern me, if you look hard enough you will find many may patent applications, I think we are well covered there.

I tend to use Justina as a reference website.

https://patents.justia.com/search?q=Stuart+CAMPBELL-LEE+Thomas+Richard+POINTON

These guys have many entries, but as far as I can see there is no reference to polymers, some reference to acrylic's etc, so therefore would not be classed as a green application or anything to come close to what we are producing

https://itaconix.com/products/

As a reference I would have a look at the IP produced by ITX below and you will see where I am coming from.

https://patents.justia.com/inventor/yvon-durant

If this is not what you are after then please let me know and I will try and assist.

If there are any experts in this field then please feel free to jump in

ATB

AJP

Hi

Still 3 positions to fill at ITX, but looks like they may have dropped Indeed and are now using Bamboo?

https://itaconix.bamboohr.com/careers

Updated page on website to reflect this.

https://itaconix.com/about/careers/

New Financial Accounting Director - Bill Borden

https://www.linkedin.com/posts/itaconix-corporation_itaconix-corporationwelcomesour-new-financial-activity-7173309259298947073-MYyL

Nice to see the number of followers making a steady increase, up over 100 added in the last 3/4 month

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

Looks like we are all catching our breath at the moment before the next leg up?

ATB

AJP

ATB

ATB

Something to help you be brave (TSM), we are not a one trick pony by any means.

sodium/ zinc/ acrylodimethyltaurate/ itaconate copolymer

Below is just a small sample of what is out there in skin care and sun protection, with ITX ingredients.

https://jingbotanics.com/products/the-revitalising-hair-and-scalp-serum

https://www.cuvget.com/ampoules

https://www.labruket.com/en-gb/products/303-exfoliating-herbal-peel

https://miin-cosmetics.co.uk/662-i-m-medi-100-zinc-sun.html

https://www.mintmedspa.com/mint-store/active-broad-spectrum-spf-45

https://thevenuesalon.co.uk/product/pure-light-spf50-2/

https://eltamd.com/products/uv-clear-broad-spectrum-spf-46

https://ultraviolette.com.au/products/lean-screen-spf50

https://www.harrods.com/en-kw/shopping/sunday-riley-hydration-heroes-21457078

https://thefacebar.la/product/the-face-bar-spf-60/

https://eltamd.com/products/eltamd-repair-protect-daily-duo

https://www.alumiermd.co.uk/products/prep-and-enhance-rejuvenation

https://82e.com/products/turmeric-shield-sunscreen-serum

https://www.drmtlgy.com/en-gb/products/universal-tinted-moisturizer-spf-46

https://www.cultbeauty.com/drunk-elephant-bora-barrier-repair-cream-50ml/15211255.html

https://theordinary.com/en-us/azelaic-acid-suspension-10-exfoliator-100407.html

https://www.ulta.com/p/photo-finish-control-mattifying-primer-pimprod2030521?sku=2588008

https://www.laroche-posay.com.au/skincare/face-care/face-moisturiser/effaclar-duom-anti-imperfections-moisturiser/LRP_0016.html#tab=ingredients

https://www.ulta.com/p/brazilian-bum-bum-refillable-body-cream-pimprod2043093?sku=2618129

Like the last one lol

ATB

AJP

It is nice to be able to look at ITX SP in a positive light

The inroads into Unilever products will be massive to ITX and really put us in the shop window.

With all the IP, R&D well down the road, and we have not even considered the additional potential of Paint, Leather and superabsorbents, what price does a very large specialty company put on adding this to its portfolio?

£20 a share as a starting price (£260 million is not a lot when you think about it?), for what you are getting?

Let's see what other nuggets we can find from similar big players.

Is this why John has just recently mentioned about a production facility in Europe, would that be part of the requirement from the likes of Unilever?

Not long till the finals, Q&A will be interesting

ATB

AJP

Corrected errors, fingers going quicker than the brain lol

Cheers

Major brand in the UK and Europe, if not world wide.

This is a styling gel and by the looks of it this is a very recent release, so guess it is a new formulation, the typical ingredient that is being replaced is usually an acrylate, I would have though, sure there will be a chemist amongst us who could confirm?

It may be that if Unilever find that is such a huge success( reviews very positive) that they go back and re-formulate some of their other hair products, but would definitely put money on the fact that many of the new products that they release in the future will have ITX chemistry in them, they are not going to only have one product with Sodium Polyitaconate as an ingredient?

If someone could confirm this it would be excellent, but I am sure that Unilever are committed to improving the sustainability of all of their product ranges, which covers quite a few brands.

We need to keep up the research going forward, not only on Unilever products, but also the other majors, as I am sure that they will not want to be left behind?

It also raises many other intriguing questions, luckily we have the finals just around the corner.

AIMHO

ATB

AJP

Cheers

Major brand in the UK and Europe, if not world wide.

This is a styling gel and by the looks of it is a very recent release, so guess it is a new formulation, the typical ingredient that is being replaced is usually an acrylate, I would have though, sure there will be a chemist amongst us who could confirm?

It may be that if Unilever find that is such a huge success( reviews very positive) that they go back and re-formulate some of their other hair products, but would definably put money on the fact that many of the new products that they release in the future will have ITX chemistry in them, they are not going to only have one product with Sodium Polyitaconate as an ingredient?

If someone could confirm this it would be excellent, but I am sure that Unilever are committed to improving the sustainability of all of their product ranges, which covers quite a few brands.

We need to keep up the research going forward, not only on Unilever products, but also the other majors, as I am sure that they will not want to be left behind?

It also raises many other intriguing questions, luckily we have the finals just around the corner.

ATB

AJP

Hi Elsol

https://www.tresemme.com/us/en/products/hair-gel/ultra-hold-sculpting-gel/

That is for sure Sodium Polyitaconate is one of the ingredients being used by Unilever in this product, which to my mind means the there could be a pipeline of products due to come out which will also contain this.

Has Unilever stolen a march on everyone else?

Where Unilever go are other large brands destined to follow as will not want to be left behind.

Very interesting times ahead.

ATB

AJP

Hi all

Any significance here as TRESEMMÉ ULTRA HOLD SCULPTING GEL is a Unilever Product

ATB

AJP

Just came across this one

https://www.tresemme.com/us/en/products/hair-gel/ultra-hold-sculpting-gel/

Looks like we are making inroads into the larger brands (larger GPM)

ATB

AJP

Hi

Looks like we have filled the Laboratory Technician position, excellent news allows us to proceed that bit faster on ingredient developments.

Down to three positions now left to fill.

https://www.indeed.com/cmp/Itaconix-Corporation

ATB

AJP

Hi W

From the latest RNS.

"Further details of FY23 trading and the outlook for 2024 will be provided when the Company announces FY23 results planned for early April 2024."

So for me we should see this either during the week beginning 1st April or the week beginning 8th April.

so 3/4 weeks away, not long.

ATB

AJP