Member Info for AJP08

Hi Elsol

Even more large delayed buys being posted now, as you say someone building a sizeable position here?

ATB

AJP

Hi Chilting

Have been watching this and there has been a very disappointing response from our US cousins, thought that this was the main reason for the consolidation?

Imagine where the SP will go if we see a positive uptick from the US Investors.

Broker not doing its job? or just takes time get the word out there?

Excellent progress being made, just need to get that information out to the wider audience.

ATB

AJP

Hi Ricky

Maybe orders trying to be filled?

Trying to add a few more at the moment, but NT on HSD platform, so shares must be tight.

As you say way undervalued.

As we move upwards, at what point do you think they will consider, splitting the share?

£10 sounds good to me split by 4 take it back down to £2.5 and multiply our holdings by 4 times (wishful thinking, but you never know)

ATB

AJP

Hi

Busy, Busy,Busy

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

Second shift production supervisor

ATB

AJP

Hi R

Sorry Sharesoc event (autocorrect)

Thanks

HI R

We are all in this together and want to see ITX become Mega successful

Is it possible that you can cut and paste the link for the Shares event onto this board from the ADVFN board, as link does not show for me to get access.

Much appreciated if you can.

ATB

AJP

Hi

Was just musing about the strides we are making into the leather market and what the potential is here.

The global leather goods market size was valued at USD 440.64 billion in 2022 and is projected to grow from USD 468.49 billion in 2023 to USD 738.61 billion by 2030, exhibiting a CAGR of 6.7% during the forecast period.

We are talking billions here, not sure what our potential slice would be, but was not until I started thinking about what areas there actually is, general shoes, training shoes, golf shoes, football boots, handbags, furniture, car upholstery, horse riding tack, fashion, belts, the list goes on. (Lederhosen as well of course lol)

Guess we may get a greater insight in the next 5/6 weeks as sure there will be a presentation after the final results have been released.

ATB

AJP

Hi

Has anyone managed to get a link for the Sharesoc presentation from John last week?

ATB

AJP

Totally, he definitely is coming across as very excited about where we are now and where we are heading.There is a plan !!!

A few points I gleamed from the interview.

Dishwasher market, Excellent performance and cost plus sustainability, new catch phrase “Free Green”

Europe a bigger market for dishwasher tablets than current North American market and making good progress

European major German manufacturer was top rated for its formulation, high profile award and winning contracts in the private label sector

Scale up, first time I have heard him mention production facility in Europe when revenues dictate, but cannot be far off if he is mentioning it?

Leather made with chemistry from ITX, 2 accounts started in this area, major interest in both USA and Europe.

Plant based paint, in particular artwork, has huge potential

Superabsorbents – we have one in place, but are refining this application, to target the hygiene product market.

These markets are huge compared to the dishwasher market which we are currently in

ATB

AJP

Well worth a watch.

https://www.voxmarkets.co.uk/articles/itaconix-q-a-ceo-john-shaw-on-delivering-the-right-ingredients-for-green-growth-056039c/

ATB

AJP

Cheers FG2.0, excellent purchase, was just confused by the unknown tag and no upward movement in the SP.

ATB

AJP

Does anyone have a clue about the large trades that were logged as "Unknown" as they were at a price that would suggest a buy, but had no impact on the SP.

29-Feb-24 14:07:23 175.00 7,755 Unknown* 170.00 178.00 13.57k O

29-Feb-24 08:14:43 175.20 4,559 Unknown* 168.00 180.00 7,987 O

29-Feb-24 08:06:52 175.20 4,561 Unknown* 168.00 180.00 7,991 O

29-Feb-24 08:06:19 176.8135 5,650 Unknown* 168.00 180.00 9,990 O

Were these short positions being closed out before they get totally burned?

ATB

AJP

I like where he says at the end that the three areas of Superabsorbents, paint and leather treatment are individually bigger than what we are producing at the moment.

This definitely has legs and the potential to be huge.

Roll on April and the final results for 2023 and an update on what 2024 holds for us.

ATB

AJP

Hi RB

From RNS yesterday

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

ATB

AJP

Hi AZM

These shares being traded in the USA are from the shares in issue as the UK ( circa 13.5 million shares), so same pot that they are bing purchased from as here, so buying in the USA will move the overall SP upwards.

ATB

AJP

Hi

currently at $1.93 up circa 22%

Lets hope this the start of some concerted buying in the USA

https://www.marketscreener.com/quote/stock/ITACONIX-PLC-120795916/quotes/

ATB

AJP

Hi All

Is anyone attending the sharesoc event tomorrow?

https://www.sharesoc.org/events/sharesoc-growth-company-live-seminar-london-28-feb-2024-430pm/

would be good if we could get some feedback this and what John has to say.

ATB

AJP

Lots of trades going through on Aquis as well today, will be interesting to see how many trades are registered on the OTC this afternoon?

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

2024-02-27, 09:47 168.00 2,023 3,398.64

2024-02-27, 09:29 159.50 1,561 2,489.80

2024-02-27, 09:21 159.65 2,000 3,193.00

2024-02-27, 09:15 158.02 1,474 2,329.21

2024-02-27, 09:03 158.00 600 948.00

2024-02-27, 09:02 160.00 625 1,000.00

2024-02-27, 08:56 155.00 645 999.75

2024-02-27, 08:43 149.95 1,360 2,039.32

2024-02-27, 08:29 145.00 678 983.10

2024-02-27, 08:28 145.00 606 878.70

2024-02-27, 08:25 143.88 1,750 2,517.90

2024-02-27, 08:10 139.00 1,424 1,979.36

2024-02-27, 08:09 139.00 1,431 1,989.09

2024-02-27, 08:08 139.00 2,151 2,989.89

ATB

AJP

Excellent update and not too long till we get the full results in early April, all looking really positive and looks like the markets agree. Remember £2.50 is only our starting point, so there is a lot more mileage here.

“The Company anticipates further growth as awareness of Itaconix's competitive advantages (performance, cost and sustainability) continues to expand in North America and Europe.”

This is really good news

“Itaconix is also making significant progress in developing new products, including superabsorbent polymers, a new water-soluble polymer, and the application of BIO*Asterix ingredients in paints and leather, opening up exciting new revenue streams.”

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

Still waiting on the full update on the recent deliveries of raw materials, which confirms that we have a very busy year ahead of us.

ATB

AJP

HI DFV

Apologies another 80 Metric Tonnes arrived not 40

ATB

AJP