Member Info for AJP08

Hi 7

25000 on HSD for 4.9p at the moment, shares must be tight again.

ATB
AJP

Hi JD

Is it possible that once the final results have been released, you can review the updated figures and give us your take on where you perceive our position to be at that point, I know there may be some subjectivity, but is excellent as a reference point.

ATB
AJP

Thanks JD

Very much appreciate your insight, looking forward to seeing where we lie with full year results, and where we are on the curve to profitability, here for the long term so very much prepared to hold what I have and continue add when funds permit, opportunities like this do not come along very often.

AIMHO
ATB
AJP

Take your point J

But would you not agree we are making excellent progress towards breakeven and on Ito profitability ?

You are correct margins were reduced in the first half, but John did state that these would recover in the second half.

What I was alluding to with the last part of the research maybe not as eloquently as I would have wanted was that the achne market is huge ($10 billion plus annually) and a market that I have not seen us in.

Itaconix® ONZTM 075
CAS No 26099-89-8

Products containing sodium/ zinc/ acrylodimethyltaurate/ itaconate copolymer

https://skinskoolbeauty.com/product/jack-black/acne-remedy-clearing-spot-treatment-359a5459

https://www.revisionskincare.co.uk/products/blemish-prone-skin-starter-kit

I am sure all will become much clearer after the next set of results/TU are released.

Maybe it is because I am a glass half full kind of person that I see the huge potential here and sense that we are approaching that point where things are going to move very quickly.

ATB
AJP

Thanks DB

Have you got a figure in mind for the final results, think it is going to be big?

Try and keep my eye in with the occasional search for products, not in Thordons league though, thought I would do one on some of the new ingredients.Results are really good

I am going for year end revenue in excess of £6mill, thoughts?

Itaconix ONZ 100

CAS No 26099-89-8

https://partstown.sirv.com/PDF/PTP6071400-60_sds.pdf

https://www.turi.org/content/download/13220/203482/file/TURI+Report+2020-002.+Supplement+2.+Safety+Data+Sheets.pdf

https://cdndadepaper.blob.core.windows.net/paper-images/71de79a0-96e8-424d-b28c-9880f245a174.pdf

https://www.floridafranchise.com/wp-content/uploads/archives/Warehouse/MSDS%20/Peter%20Coppola.pdf

https://www.waxie.com/pdf/ingredients/533005-WAXIE-Green-Ecodish-Auto-Dishwasher-Detergent-INGREDIENTS-DISCLOSURE-STATEMENT.pdf

https://www.don.com/UserFiles/Downloads/Product/Ingredient%20Disclosure/1J880%20Ingredient%20Disclosure.pdf

https://goldwellny.com/Portals/0/Docs/MSDS/DevaCurl%20GS%206-2021.pdf

https://productingredientweb.hillyard.com/ingredient?formula=HIL00765

https://victoriabaydisclosures.com/wp-content/uploads/simple-file-list/PDFs/Victoria-Bay-High-Temp-Encapsulated-Dish-Machine-Detergent_G00518.pdf

https://smartlabel.besimplydone.com/id/a0796961-5e01-495a-a822-3b9688cfeacc#ingredients

https://primesourcedisclosures.com/wp-content/uploads/simple-file-list/PDFs/Prime-Source-Low-Suds-II_75004172.pdf

https://maximdisclosures.com/wp-content/uploads/simple-file-list/Maxim-Laundry-Spotter_480200.pdf

New area
products containing sodium/ zinc/ acrylodimethyltaurate/ itaconate copolymer

https://skinskoolbeauty.com/product/jack-black/acne-remedy-clearing-spot-treatment-359a5459

https://www.revisionskincare.co.uk/products/blemish-prone-skin-starter-kit

ATB
AJP

Busy, busy, busy.

https://www.altfuelchem.org/2022-afcc-track-3-session-det

Scroll down to session 3

ATB
AJP

Not sure the first one worked.

https://www.clariant.com/en/Corporate/News/2022/10/First-ldquoallinonerdquo-for-AllinOnes-new-surfactant-Genapolreg-Complete-ticks-all-the-boxes-for-au

ATB
AJP

Hi Thordon

Is this an option where we are involved?

https://www.clariant.com/en/Corporate/News/2022/10/First-ldquoallinonerdquo-for-AllinOnes-new-surfactant-Genapolreg-Complete-ticks-all-the-boxes-for-au.

ATB
AJP

As I have said I can be somewhat cynical, but just had a look back on the BB and came up with the following, may be adding 2 & 2 and getting 5 but the MM's can be somewhat predictable

The dates prior to these two RNS's had the SP being dropped for no known reason.

12th July Notice of Results

7th September Trading Update

Maybe just coincidence or MM's playing games?

ATB
AJP

Good stuff 7, as you say a bit of a bonus getting a drop like this to top up with some more.

Is this orchestrated? we will know if the 300K sale gets reversed out later on or tomorrow, just the cynic in me lol.

Possibly this is just a tree shake to create some spare shares for tomorrow and a possible RNS, hopefully this is the case and we get a xmas rally into the year end.

ATB
AJP

Totally agree in being satisfied on the hitting of $5.2 mill target, but have that sneaking suspicion that we will smash it, I know I harp on about it, but you do not purchase the amount of raw material (120 Tonnes) that we have without having concrete order to fulfil?

As for the sells today, we are living in hard times as regards cost of living etc and many people cannot afford to have sums of money sitting, when there are ever increasing bills to pay and Xmas just around the corner, needs must in some cases.

Stay safe and keep healthy.

ATB
AJP

Hi All

Cannot be long now until we get an update or second half results, what is everyones thoughts on what would be considered as success for this year and what are the hopes for the next 12 months? Is it probable that we will break the $5.2 mill revised upwards from the initial $4.7 mill revenue target, the amount of raw materials that we have imported in the last six months would suggest that they are flat out at the moment fulfilling orders ?

On another front, was doing a bit of research and came up with the following, any thoughts?

Was looking at the website and there is something that continues to puzzle me, as there is still a reference to collaborative partners and Solvay is still listed, can anyone shed any light on this, as the ingredient is referenced as “EurecoTM RP103 technology, developed and licensed by Itaconix Ltd to Solvay under exclusive terms” and would appear to be a big seller.

https://www.solvay.com/en/press-release/societa-chimica-bussi-partner-solvay-eureco-aims-growing-demand-eureco-products

https://www.solvay.com/en/brands/eureco

https://www.solvay.com/en/chemical-categories/peroxygens/peroxides-homecare-and-personal-care-solutions

https://www.investormeetcompany.com/investor/meeting/interim-results-16

question 25

ATB
AJP

Hi N
I use this one.

https://www.importgenius.com/importers/itaconix-co-ltd?b=t

Watch for the cookies and they can lock you out on some access points, but by going to your preferences and clearing "manage website data" usually helps.

ATB
AJP

Hi S

Nothing as of yet on further shipments of Itaconic Acid, think they will still be busy working through the record 120,000KG that they took delivery off in the second half of this year.

May be of interest

Published Oct 22

https://pubs.rsc.org/en/content/articlepdf/2022/na/d2na00399fhttps://pubs.rsc.org/en/content/articlepdf/2022/na/d2na00399f

Under Acknowledgements

Science Research Council is grateful for the financial support given by Itaconix

ATB
AJP

Excellent that we continue to move in the right direction as regards currencies, ie the Euro and the pound against the dollar

EUR/USD 1.0429
GBP/USD 1.2143

ATB
AJP

Hi V

A Santa Rally would be excellent !!!1

Google search using “wipes containing Sodium zinc polyitaconate”

https://www.petplus.com/products/pl360-multi-surface-cleaning-wipes/34760

https://www.mypetlife.co/product/dry-shampoo-powder-for-dogs/

https://www.mypetlife.co/product/odor-neutralizing-cat-litter-powder/

https://nuestapets.com/products/nuesta-pets-hypoallergenic-pet-wipes-safe-grooming-for-dogs-cats/

https://www.amazon.com/PL360-Fabric-Spray-28oz/dp/B0866CCCYK

https://happytownpets.com.sg/products/cat-pee-odor-control-destroyer-kitty-litter

https://luxuriouswellniss.com/products/kinko-microbiomix™-balancing-deodorant-almond-milk

https://victoriahealth.com/body-spray-for-boys/

There are loads more, interesting one being the cat litter powder, is this something that would work well with the Super absorbent Polymers?

ATB
AJP

A few more for the pet lovers.

https://www.wtf.pet/products/kin-kind-pee-stain-odor-destroyer-non-toxic-bio-dog-cat-home-cleaner

https://woofoosg.com/products/kin-kind-pee-stain-odor-destroyer-hardwood-floor-orange

ATB
AJP

Hi DB

Hope all is good with you, just a matter of time now before we get a long awaited update, With John, I would say that no news is good news, think we may have a bumper end to the year !!!

Another one for the list

https://puracy.com/products/natural-pet-stain-odor-remover?selling_plan=592117856

Puracy are a big brand, and appear to have many products with ITX Ingredients.

ATB
AJP

Thanks Thordon

Appreciate you having a look.

As you say they are keeping this well protected at the moment, with it being a new product, cannot even see any safety data sheets, as these are usually a good source of ingredients as well.

As you say, looks like a good match for us, with this being an area where Unilever are spending big in developing and producing green products.

ATB
AJP

Hi Thordon.

Some additional information on the Unilever situation, not Sure, but looks a good bet.

https://www.personalcareinsights.com/news/unilever-to-launch-bio-enzyme-based-sunlight-liquid-soap-in-thailand.html

ATB
AJP