Member Info for AJP08

Just for info

https://www.linkedin.com/posts/itaconix-corporation_phosphatefree-greenchemistry-sustainability-activity-7444730254692118528-XbnV

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AJP

Just for info

https://www.linkedin.com/posts/itaconix-corporation_detergent-cleaningproducts-formulation-activity-7442918319084519424-WB40

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AJP

Hi G

It looks like they have consolidated this under the terms "Performance Ingredients"?

Itaconix® Performance Ingredients have a range of gross profits depending on the product and end market of 35% to 70% with the weighted average gross profit for 2025 of 41%,

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AJP

Hi S

Have looked at google patents and a few others, but the USPTO one that I usually reference is the most uptp date one and covers specifically the USA.

Was taken aback on the shipments to Europe, they alluded to the fact that they keep enough inventory to support customers for approximately 3 months, I know the website I use is about 6/8 weeks behind in updating shipments, but will keep tracking, at least it is giving an indication as to frequency.

Europe must be growing very quickly as regards products.

Would be nice if the revenue updates were given quarterly, maybe a question for the next presentation in July?

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AJP

Something John mentioned yesterday?

More IP with ITX ingredients

BACKGROUND

BACKGROUND OF THE INVENTION

[0002] There is an ongoing need to improve the performance of domestic automatic dishwashing appliances. Improvements can be in the cleaning performance, the care performance, the shine performance, and/or drying performance.

[0003] Unit dose detergent articles are particularly popular with consumers. The ease of use and consistent performance are two characteristics that consumers find desirable. For automatic dishwashing applications, unit dose detergent articles in water-soluble pouch form are very popular with consumers.

[0004] These automatic dishwashing detergent water-soluble pouches comprise an automatic dishwashing detergent composition that is enclosed by a water-soluble film. The pouches are designed to fit into the dispensing drawer of an automatic dishwashing appliance. These dispensing drawers are closed when the automatic dishwashing cycle starts and open at a pre-determined time during the main-washing step of the automatic dishwashing cycle. When the dispensing drawer opens, the pouch is dispensed from the drawer into the washing-zone of the appliance and the detergent chemistry is released and becomes active.

[0005] However, prior to the opening of the dispensing drawer, the detergent chemistry contained within the pouch is inactive and provides no benefit to the dishware being cleaned. The automatic dishwashing cycle has multiple steps, many of which occur before the pouch is dispensed from the dispenser drawer. The pre-washing step is one such step that occurs before the pouch is dispensed into the washing-zone of the appliance. During the pre-washing step, water is distributed around the dishware contained in the washing zone of the appliance.

https://www.uspto.gov/patents/search/patent-public-search

Use the site, link above.,

choose "basic search" option

scroll down to Basic search option on this page

Enter "Itaconix" in the first "for" box, change the operator to show "OR, add "Polyitaconate" to the second "for" box and then hit the "search button"

You should bring up all the latest IP for these two words, I usually click on the text link then to review the document.

Find "Itaconix"

P&G must be one of the big ones they are after?

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AJP

Hi Smart

You can rewatch here

https://www.linkedin.com/posts/itaconix-corporation_itaconix-plc-2025-preliminary-results-presentation-activity-7442646549823926272-kbUy

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AJP

Thought that was one of the best presentations John and Laura have given.

The future looks very bright.

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AJP

Hi E

Also good to see super absorbents back on the agenda, must have made strides to get this on a more cost effective playing field up against the petrochemical derived competition.

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AJP

Thanks T

Very positive and upbeat, John has confidence that we will get there, an even better year this year to look forward to and profitability, will get my prediction in early $15 mill in revenues for 2026.

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AJP

Just for info

Roll on the presentation tomorrow

https://www.linkedin.com/posts/activity-7442148536378449920-4Y46

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AJP

Just for info

https://www.linkedin.com/posts/itaconix-corporation_does-cold-water-washing-work-activity-7441619779859365888-zakj

Thanks E for all your efforts, so looking forward to this week now after that quick upbeat reply from ITX

ATB

AJP

Hi Elsol

These are the ones I have submitted, to help you reduce the list for the Investor meet platform

Please note we had another one last week now 6 shipments of circa 20 Mertic tonnes (circa 120 Metric Tonnes in total)

Sparx collaboration with Bonals (where are we with this?)

You did state at the time of the SPARX launch that we would be kept informed, regular updates as to progress, but the updates have been minimal at best?

Itaconix/Brenntag progress (how much business are we doing with them)

Are there any other collaborations that we should be aware of (Biesterfeld for instance?)

New ingredient progress/launch (when will this be advised?)

Development of an 8gram dishwasher tablet, and a new ingredient (Itaconix® CTX™ 205) is there a reason why ITX are not advising on this as regards an RNS or Reach release to keep shareholders informed. What was the feedback/interest generated form the ACI Innovation Showcase?

We have seen 2 shipments of GRANUSURFHS from HOLIFERM MANUFACTURING LTD approx. 2.2 Metric tonnes in total received by ITX, can you advise on this please?

(as this appears to be part of the makeup of the 8gram dishwasher tablet inovation, are we going forward going to be a supplies of these tablets to end users or are we just supplying the ingredients and knowhow?

We have seen 1 shipment of DIBUTYL ITACONATE form GODAVARI BIOREFINERIES LIMITED approx. 2.2 Metric tonnes in total received by ITX, can you advise please. (are we outsourcing production of this?)

We have seen 6 shipments of circa 20 Mertic tonnes (circa 120 Metric Tonnes in total) of finished ingredients being exported to Antwerp Belgium in the second half of this year, can you advise what this is for please?

How much storage do we have in Europe?

What is the currents situation with regards to production capacity in Stratham and the need for an additional European production facility?

Bio-Asterix- progress on new(additional) ingredients to the portfolio?

Bio-Asterix - Launch of European sales on website (e-commerce site) has this happened?

Bio-Asterix - progress in seeking a large scale-up partner to bring a product to market?

New Collaboration in Biodegradable Packaging (04 Mar 2020)

Itaconix is pleased to announce that it has signed a joint development agreement with a leading innovator in biodegradable packaging (the “Partner”).

Where are we with this?

TR1 Octopus Investments, do you have any insight as to what their future plans are as regards ITX holdings?

Currently there is a very dangerous situation in the middle east and there is much uncertainty surrounding the impact that this will have on the world economy, can you give some sort of indication how ITX is dealing with this in the short/medium term?

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AJP

Hi Elsol

Did you manage to formulate a set of questions, based on points raised here and send off the John/Laura prior to the presentation?

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AJP

More IP with ITX ingredients

BACKGROUND

[0002] Dry shampoos have gained widespread popularity as a convenient alternative to traditional shampoos, allowing users to refresh their hair without needing water. Originally developed as a time-saving alternative to traditional shampoo, dry shampoo absorbs excess oil and adds volume to hair without water. While dry shampoo formulations have evolved significantly with recent advancements focusing on enhancing formulation effectiveness, there remains a need, driven by both consumer demand and regulatory changes, to provide products that also meet environmental standards.

https://www.uspto.gov/patents/search/patent-public-search

Use the site, link above.,

choose "basic search" option

scroll down to Basic search option on this page

Enter "Itaconix" in the first "for" box, change the operator to show "OR, add "Polyitaconate" to the second "for" box and then hit the "search button"

You should bring up all the latest IP for these two words, I usually click on the text link then to review the document.

Find "polyitaconate"

ATB

AJP

Hi S

I have submitted as well, but looking at the Investor page for ITX

Questions can be pre-submitted until 24 Mar 2026, 09:00 GMT.

But as you say the sooner the better

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AJP

Any thoughts?

17-Mar-26 09:58:05 112.00 44,642 Unknown* 50.00k

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AJP

Maybe been posted previously?

https://globalcosing.chemradar.com/news/detail/fez9vmmhxxc0

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AJP

Cheers U

Back to the drawing board then 🫣

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AJP

Hi U

This is why I put thoughts please, I cannot directly link this.

As it is a very new product, it looks like the actual ingredients are still under wraps

I was looking at the text

"derived from cornstarch-based material that contains no fossil fuels and naturally degrades over time, delivering a significantly reduced plastic footprint compared to conventional deodorants."

Maybe not our ingredient? but we must have something very big in place to be exporting circa 120 Metric Tonnes of finished ingredients?

Next week should enlighten us to what is a foot.

Still intrigues me as to why results out on the Tuesday and presentation on the Wednesday?

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AJP

Hi Elsol

On the question front, I think it is positive that you produce a set of pertinent questions that will challenge John and push for more clarity on the way forward.

What sort of timescale are you looking at for having this ready?

Do we still just post our question on the Investor forum as normal or how do you see this working?

On the Export side of the finished ingredients, we are looking at circa 20 Metric Tonnes, being shipped every 6 weeks or so since July last year, this is way, way above anything we have seen previously, lucky if we have seen 20 Metric Tonnes in any one year in ITX history.

As I stated yesterday that is a minimum of €12 million or circa $14,000,000 in potential revenue (wow)

And that is only Europe !!!

Thoughts please

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AJP