Member Info for AJP08

Hi DFV

Looks like we have taken delivery of a further 40 Metric Tonnes of Raw materials via Chemtan.

I will update form the main site I use when the information becomes available, they are possibly a day or so behind this update, but a link showing initial information, supplied below.

https://en.nbd.ltd/customs-data?t=0&v=Itaconic%20acid

09/02/2024 UULNQD23120454 Chemtan 39600 40PKG

15/02/2024 UULNQD24010550 Chemtan 39600 40PKG

18/02/2024 Chemtan 39600 40PKG

21/02/2024 Chemtan 39600 40PKG

That would make circa 160 Metric Tonnes this month.

PDYOR

AIMHO

ATB

AJP

Hi DB

Hope all is good? I am pretty confident that the information is correct, this is taken from a very reputable site, and the Bill of Laden references/documentation all form part of the legal requirement of the import process into the USA (these companies charge for deeper access, so it is not a game to them, this is their business).

It only give an indication as to increased production, but points to ITX moving at a pace now.

As an aside did see this and wondered what positives this may have for ITX

China's groundbreaking move towards ESG disclosure for global supply chains

https://www.lrqa.com/en-gb/insights/articles/china-esg-disclosure-requirements/

ATB

AJP

Hi E

You are totally correct as regards that all we can determine is that the quantities of raw material being purchased is increasing, prior to 2022 we purchased less than 20/30 Tonnes a years. We can only see the trend, we do not know what the split is as regards High GPM ingredients and the Lower GPM composites, but an indication of continued progress?

In 2022 we purchased circa 120 Tonnes

In 2023 we purchased circa 140 Tones

Already in 2024 we have purchased circa 80 Tonnes

ATB

AJP

Hi DFV

This is from the 6th of June final results presentation, you can see where he is trying to sidestep the question.

https://www.investormeetcompany.com/meetings/final-results-61

40 minutes and 20 seconds into the presentation

ATB

AJP

Hi DFV

I will dig out the link, but as far as I remember, the amounts of Itaconic Acid that we are buying in are such that we did not have the space to store it onsite and we must have a relationship with Chemtan where we can store at their facility, guess there may be a minimal fee involved, the quantities being stored at Chemtan as far as I am aware is for overall production of ingredients across the board and not just the lower margin ingredients.

I know that John was trying to dissuade us from tracking imports, but think that this was just him trying to keep that large quantities now being purchased under the radar? (the usual understated stance)

Circa 340 Tonnes in the last 2 years !!!!

If anyone else has knowledge, then please jump in.

ATB

AJP

Hi

https://itaconix.com/about/leadership/

Jonathan Brooks (Non-Executive Director)​

ATB

AJP

Hi

Looks like we have just recently taken delivery of circa 80 tonnes of raw materials via Chemtan, as we use them as an offsite storage facility, as per info supplied by John.

https://www.importgenius.com/importers/chemtan-company-inc

1 UULNQD24010550 ITACONIC ACID, 99.5MIN. CAS NO. 97-65-4 H.S. N STAMPED 20 PALLETS. TOTAL 20 PALLETS2 . CHEMTAN CO. INC. QINGDAO KEHAI BIOCHEMISTRY CO.,LTD 2024-02-15 CHINA 39600 KGS 40 PKG

2 UULNQD23120454 ITACONIC ACID, 99.5MIN. CAS NO. 97-65-4 H.S. N STAMPED 20 PALLETS. TOTAL 20 PALLETS2 . CHEMTAN CO.INC. QINGDAO KEHAI BIOCHEMISTRY CO.,LTD 2024-02-09 PORTUGAL 39600 KGS

Busy, busy, busy

Previous purchases over that last 2 years below

Chemtan for Itaconix

1 TXSLQD2305Y361 ITACONIC ACID, 99.5%MIN. CAS NO. 97-65-4 H.S.CODE: 9902.02.95 1000KG SUPER SACKS WRAPPED ON STAMPED PALLETS. TOTAL: 60 PALLETS CHEMTAN CO. INC. (FOR ITACONIX CORP QINGDAO KEHAI BIOCHEMISTRY CO.,LTD 2023-07-01 CHINA 59400 KGS 60 PKG

2 TXSLQD2302Y375 ITACONIC ACID, 99.5%MIN. CAS NO. 97-65-4 H.S.CODE: 9902.02.95 1000KG SUPER SACKS WRAPPED ON STAMPED40 PALLETS. TOTAL: 40 PALLETS CHEMTAN CO. INC. (FOR ITACONIX CORP QINGDAO KEHAIJIANTANG BIOCHEMISTRY 2023-03-19 CHINA 39600 KGS 40 PKG

3 TXSLQD2302Y376 ITACONIC ACID, 99.5%MIN. CAS NO. 97-65-4 H.S.CODE: 9902.02.95 1000KG SUPER SACKS WRAPPED ON STAMPED 20 PALLETS. TOTAL: 20 PALLETS CHEMTAN CO. INC. (FOR ITACONIX CORP QINGDAO KEHAIJIANTANG BIOCHEMISTRY 2023-03-19 CHINA 19800 KGS 20 PKG

Itaconix

1 KLSQTAOKW2208079 ITACONIC ACID, 99.5%MIN. ITACONIX CORPORATION QINGDAO KEHAI BIOCHEMISTRY CO.,LTD 2022-10-15 PANAMA 39600 KGS 40 CTN

2 EXDO62Y0220796 ITACONIC ACID ITACONIX CORPORATION QINGDAO KEHAI BIOCHEMISTRY CO.,LTD 2022-08-25 SOUTH KOREA 19800 KGS 20 PKG

3 EXDO62Y0220197 ITACONIC ACID ITACONIX CORPORATION QINGDAO KEHAI BIOCHEMISTRY CO.,LTD 2022-08-04 SOUTH KOREA 19800 KGS 20 PKG

4 KLSQTAOKW2204354 ITACONIC ACID, 99.5%MIN. ITACONIX CORPORATION QINGDAO KEHAI BIOCHEMISTRY CO.,LTD 2022-07-03 CHINA 19800 KGS 20 CTN

5 COHECTASE2035082 ITACONIC ACID ITACONIX CORPORATION QINGDAO KEHAI BIOCHEMISTRY CO.,LTD 2022-06-16 PORTUGAL 19800 KGS 20 PKG

Chemtan

1 UULNQD23030547 ITACONIC ACID, 99.5MIN. CAS NO. 97-65-4 H.S. N STAMPED 20 PALLETS. TOTAL 20 PALLETS . CHEMTAN CO.INC. QINGDAO KEHAI BIOCHEMISTRY CO.,LTD 2023-05-02 CHINA 19800 KGS 20 PKG

ATB

AJP

Number of positions advertised on Indeed now showing as 2, possibly the two financial positions have been filled?

FINANCIAL ACCOUNTING MANAGER

OPERATIONS ACCOUNTING MANAGER

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

Positions still showing as required

PRODUCTION OPERATOR – CHEMICAL - This is a 12-hour shift, 3-4 days a week (7 am/pm- 7 pm/am). A 10% shift differential applies to night shift hours. Approximately 36-48 hours per week.

LABORATORY TECHNICIAN

ATB

AJP

The higher up we are the more visibility we get?

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

Who's the hottest company in the Bioeconomy? Do you think it's Itaconix Corporation? Here's your chance to let other people know. Please vote at https://lnkd.in/e6uZD9Ab

ATB

AJP

Slowly but surely.

Another 2500 shares traded on the OTC yesterday @ $1.58 up circa 2% on the day

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

Every little helps and it would appear the American market are net buyers.

ATB

AJP

Hi

Just for info

How to Improve the Sustainability of ADW Products Using New Raw Materials

presented by Jim Gordon,

Global Director Cleaning & Hygiene, Itaconix Corporation Plc

as part of Sustainable Polymers in the Spotlight

At Smithers Cleaning Products Europe April 9-10, 2024

New Raw Materials caught my eye?

An update cannot be far away, would have thought that this will be released prior to the ShareSoc Growth Company Live Seminar on the 28th Feb 2024 or what would be the point of presenting? There would no new news that he could talk about ( no new RNS update) to excite new potential investors? just a thought

Hear Itaconix Corporation CEO John R. Shaw speak at the ShareSoc (UK Individual Shareholders Society) February meeting.

ATB

AJP

Nice to see it moving up on the OTC, second trade within a week?

2250 shares traded @ $1.55 up 2.65% intra day

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

Maybe the word is starting to spread about the potential here?

ATB

AJP

Like the statement for this one

OPERATIONS ACCOUNTING MANAGER

Growth has created the need for an Operational Accounting Manger at Itaconix Corporation. Become part of a transformative journey. As pioneers in bio-based functional ingredients, we shape major brands and industries with our groundbreaking solutions.

ATB

AJP

Hi

Came across this.

https://www.cleaningproductsconference.com/cleaning-products-europe/sponsors?EventId=5004

We appear to be a sponsor, increased visibility, spreading the word far and wide.

Cleaning Products Europe

9th - 10th April 2024

Prague, Czech Republic

ATB

AJP

Looks like we actually had a trade on the OTC today.

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

3035 shares @ $1.51

Let's hope this is of the start of the American Investors coming on board and that the promotional work from John and Co is starting to have an effect.

ATB

AJP

Hi S

That would be my thoughts as well.

Worth a read, not sure if this has been posted previously, a month or so old

https://www.lgbco.com/quoted-landing-page/decarbonisation/itaconix/

ATB

AJP

Hi C

As you say there is a level of unpredictability about ITX updates, but have a feeling that there may be one out very soon, the TU in December was most unusual and appeared to be a knee jerk reaction to the issue of the falling SP etc and had very little detail to it apart from the revenue for the year being inline and the adjusted revenue forecasts for the next two years, think that with all that is going on at the moment that they will give year end figures with improving GPM which will demonstrate another step forward towards profitability.

AIMHO

ATB

AJP

Hi

Is it just me or is there something weird happening here?

There appears to me, to be trades going through at £1.25 but are not being shown anywhere? buts show up asa trade on the Google chart, time marked.

Is there anyone on this BB who has bought and not seen their trade listed?

How come the Mid-Price has not been moved upwards to reflect these trades?

Still showing NT on HSD platform for anything over 120 shares?

Big news out next week?

ATB

AJP

Hi

Is there a problem with the system at the moment?

Quite a few trades that have gone through at £1.25, but only one showing here and on ADVFN?

Very little shares available, as anything over 120 shares to buy on HSD platform is NT.

Sure it will all sort itself out

ATB

AJP

Looks like we may have found a Production Operator.

Now just 3 positions to fill

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

News out very soon one hopes.

ATB

AJP