Member Info for AJP08

Hi DB

What do you mean?

ATB
AJP

Speaking of SAP

Large absorbent hygiene and personal care markets event taking place early November 14th/17th 2022
https://www.hygienix.org/index.html

https://www.hygienix.org/gallery2021.html
John at last years event, 5th set of photos down, think possibly with Laura.

ATB
AJP

Just tried to add some more and getting NT for anything over 25000 shares.

Things must be quite tight again?

ATB
AJP

Great researcher as normal Thordon, very much appreciated.

For those who have patience, there will be good times ahead here.

ATB
AJP

No problem V

There are so many irons in the fire at the moment with ITX, that we could see a number of information releases over the coming weeks or maybe just one very extensive Trading Update covering all the bases.

Fingers crossed for news out next week anyway.

ATB
AJP

Hi V

No problem, it is always good to get confirmation, if you are uncertain.

I would suggest that you review the following presentation as it gives the full picture, I have grabbed a few highlights from this.

Investor Meet

Worth a watch or two

https://presentations.investormeetcompany.com/investor-meet-company/ITACONIX-PLC-Interim-Results-139d46176997ead80cbcdba2?bmid=f83635c4fbda

Share consolidation may happen by the end of the year (can see this being December or January), more likely early in 2023

New Ingredients – confirmation that these ingredients have launched and are available

Cleaning
Itaconix ONZ 075 new in 2022

Hygiene
Velafresh Zinador 07D
Velafresh ZP20
Velafresh 2400

Velafresh SAP 80 under development

Beauty
Velasoft BR 300 new in 2022

Launch of two major European products within dishwasher applications

Trading update (hopeful, not a certainty)
Containing

Improved gross profit margin improvement confirmation

Number of major products in production trials (updates) Beauty and cleaning

Confirmation of recovery in beauty and Hygiene revenues for H2 2022

Confirmation that pipe-line for 2023 is still on course.

The main one being that the European product launches have or are about to hit the shelves.

SAP progress update

If anyone has anything else to add to this then please feel free.

AIMHO
ATB
AJP

Hi S

The support level here appears to be around the 4.4p level, so would be very surprised if we dropped below that, given how well we have maintained this position through all the market turbulence there has been.

That is is us now heading into the third week of October, so I would be looking for there to be something as regards an update next week, probably Wednesday, as this appears to be the preferred day for releases.

We were advised that there were a raft of things happening this month, so fingers crossed they deliver this news soon.

AiMHO
ATB
AJP

Hi S

Ditto

As they say, If you do not buy a ticket then you have no chance of winning.

Have a good weekend.

ATB
AJP

Hi S

I know it is frustrating, watching the SP drift, but guess we are not the only Share to be in this boat at the moment, as we know it does not take a lot of share trades to move this in any particular direction and with some gusto, we are at the end of the third quarter now and John did indicate at the last presentation that there was a lot going on in October, so theoretically we should be looking forward to some very positive news over this period, I am ever hopeful that we will get a TU in October too, as always it is news that moves things and PI's tend to get bored if it appears there is nothing happening, I look forward to the day's ahead where you post on this BB (F.F.S up another 15% today lol).

In my opinion and I know I may be deluded, we are on the right train, it is just a case of when it leaves the station (bit deep for a Friday)

ATB
AJP

Hi S

Not down at all, the price is still the same, bid and ask ?

Are you on a crusade or something?

Pound improving hopefully burning all those who were shorting !!!

One very small sell, think you need to chill a bit.

ATB
AJP

Hi Itacon

Would have thought that any contract would have/should have been set up to be mutually beneficial, as these collaborations are in essence partnerships with long term consequences for both ITX and the Manufacturer, I would have thought that these would have been set at a mutually agreed currency rate with a 5% upper and lower rate to give stability to both supplier and manufacturer?

Can we keep the BB ITX orientated and not involve other entities please, as was invested in MOS a few years back at 1.4p need I say any more.

At least the pound rallied up 1.5% today lol.

ATB
AJP

Hi Itacon

Current economic difficulties are not helping many shares at the moment, see that even MOS has taken a dive over the last week or so, hope your fortunes turnaround there, so as you can return to become part of this impending success story.

Good luck Itacon, for me I will be sticking with what I know, the cream always comes to the top as they say and time will tell if I am right or cancelling retirement all together lol.

ATB
AJP

Hi Itacon

Would have thought that the vast majority of our business was conducted in Dollars as say 80% of the revenue comes from North America, then I would have thought that the Euro would account for 15% and maybe 5% in sterling, that is very subjective on my behalf, but would think that it would not be far off that.

Was mentioned in the last presentation that they were working on this issue.

Guess the next trading update (hopefully a couple of weeks) will enlighten us on this.

The world ( Great Britain in particular) is in a total mess at the moment, will not get into politics.

Soon be the end of the 2022, let's hope that 2023 brings a more sellted peaceful world, as too many people loosing their lives needlessly.

ATB
AJP

Hi JD

Can you quantify this or is this very subjective?

ATB
AJP

A lot of Buy's being pushed through the AQSE platform today

303623 shares bought as far as I can see

28.09.22 | 15:33:09 71047 4.49
28.09.22 | 15:30:28 20000 4.49
28.09.22 | 13:01:01 11058 4.49
28.09.22 | 12:55:49 615 4.49
28.09.22 | 12:52:14 44465 4.49
28.09.22 | 12:30:14 76438 4.403
28.09.22 | 10:53:06 80000 4.388

ATB
AJP

Hi All
Was that a code 100 at the end of play today?

Have heard of these market maker codes but not sure when or how these appear.

Is there anyone on the BB acquainted with these codes? and can advise

Code 100 Explanation.
What does the Market Maker Code 100 Mean? A market maker needs shares when you see the 100 number on the time and sales level 2 order book.

If you’re an individual investor and observe this number, the stock is in heavy demand. Because other investors are also vying for the same shares, acquiring more might be a good time.

You may not think of stocks as finite resources, but they are.

When there aren’t enough available traders trying to sell their shares, we call that a lack of supply, meaning it’s much harder for people who want to buy some right now.

When 100 appears on the time and sales level two order book, it indicates high demand, which is when buyers will have trouble finding sellers – so buying pressure increases.

If you start seeing 100s coming up all over your screen while watching Level II, that may be a perfect time to start looking for stocks to buy.

ATB
AJP

Cheers W

Money where my mouth is, just added 50K @ 5.04p

Here's to an excellent finish to the third quarter and more positive news in the months to come.

Definitely some sort of resolution to the Russian invasion of Ukraine would be a huge world wide boost, let's hope this is not too far away.

ATB
AJP

Hi W

Maybe it is because that I believe that the potential here is incredible, I know what you are saying as regards the SP, but remember for every sell there is a buy and someone will be picking these up at bargain basement prices, we are living in very unpredictable times at the moment and the markets are very volatile as they do not like uncertainty, I am in this for the long game and will continue to add here when dips like this occur, just look at the beaming smiles on John and Laura's faces in the presentation and the skin they have in the game, they know what is around the corner, even John cannot understand why the SP is where it is given our revenue growth.

As always time will tell

AIMHO
ATB
AJP

Hi JD

Nothing that I am aware of, not sure that Yahoo is the most accurate of sources to use IMO.

The drift down when there is no news about always presents excellent buying opportunities at these levels.

As far as I am aware October should present us with a few good RNS's on product launches, New ingredients and hopefully a Trading update on the third quarter.

ATB
AJP

Sorry

Add new large orders form yet more major players.

ATB
AJP