George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
Personally I think that there is huge mileage here and I am in this for the long haul, in my opinion there aren't many companies with the potential that ITX have. The future lies in eco friendly ingredients/products where we are continually increasing our footprint in this area, companies the like of ITX do not come along very often, think that next year may be totally transformational, making inroads into the superabsorbents will be big for me.
As you say Elsol " we will get some momentum back in here from now on with a more pragmatic shareholder base that can see the obvious share attractions for medium term investment starting today."
On the RNS think that John tries to not over promise so therefore the $7.7 million is already accounted for up to the end of November and what the take in in December will take us over the $8 million.
AIMHO
ATB
AJP
Worth a read ?
https://www.reportlinker.com/p04394755/Biodegradable-Superabsorbent-Materials-Market-Analysis-By-Product-Polyvinyl-Alcohol-Polyitaconic-Acid-Polyacrylamide-Polysaccharides-By-Application-And-Segment-Forecasts-To.html
The demand for biodegradable superabsorbent polymers was 42 kilo tons in 2015 and is projected to witness robust growth in numerous applications owing to its superior absorption rate, biodegradability, and biocompatibility with the human skin. In addition, companies are focusing on innovation to develop water retaining polymeric compounds in agricultural applications as well. Companies such as Exotech Bio Solutions Ltd. and Itaconix Corporation manufacture eco-friendly superabsorbent polymers targeting personal hygiene, infant care, and agriculture industries.
ATB
AJP
Unusual for ITX to bow to pressure for some sort of update? ( or am I way off here?)
Guess the main Trading update with a lot more meat on the bone will come in the early part of next year.
As we have seen from the research being done that we are gaining more and more brands in both cleaning and Beauty and my best guess is that the numbers being quoted today are based solely on these ingredients and have not included any revenues from Bio-Asterix and super absorbents as these are unknown quantities at the moment, very nice to see the GPM continuing to increase (mid 30's and beyond hopefully). Steady as she goes, still feel we will be taken out at some point in the not too distant future for somewhere between £100 and £150 million (just my thoughts/hopes/dreams)
Good to see the emphasis being placed on awareness of company and its inevitability to aid the growth in the shareholder base.
Investor Relations Activities
Itaconix is undertaking additional efforts to boost visibility and attract new investors, both in the UK and internationally, showcasing its accomplishments and growth prospects in the renewable chemicals industry.? In the UK, CEO John Shaw will present at ShareSoc on 28 February 2024 and at Mello2024 in May.? These presentations aim to highlight emerging growth potential and provide a forum for addressing investor enquiries directly.?
To further improve the accessibility of information about Itaconix, the Company has partnered with ACF Equity Research.? This collaboration will complement existing equity research by adding additional coverage and making it globally available to all investors.?
Additionally, the Company has engaged Proactive Investors to expand global distribution of information on the Company, with a particular focus on the UK and US. Investors are encouraged to follow coverage of the Company on Proactive Investors: https://www.proactiveinvestors.co.uk/LON:ITX/Itaconix-PLC, as well as Investor Meet Company for the Company's direct communication sessions with investors: https://www.investormeetcompany.com/itaconix-plc/register-investor?
onwards and upwards
p.s why all the question marks in the RNS almost looks like a draft copy?
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AJP
Wow
Just notice that there were 25,000 shares traded after the bell, 10K at 140.00p and 15K at 145.00p
Should be a good start to the SP tomorrow, has news leaked out? we will see tomorrow, but really good to see buying of that magnitude.
ATB
AJP
Hi Thordon
I am sure this will come, was this not part of the composites IP and purchase of the new production equipment to facilitate.
John does like to keep his cards close to his chest, which does not go down well with everyone, I take it that if there is no news, then this is good news?
Looking now at there being a major trading update the 10th or 17th of Jan 2024 ( my best guess) unless of course they give us an early Xmas present?
Based on what we are seeing as regards the ever increasing amount of products on the shelves then I reckon we are in for a very good update, put it this way Yvon Durant (CTO) does not invest circa $30K of his own cash on a whim, without knowing he will make a very sizeable return.
Another positive is the currency situation, still working in our favour.
As always please do your own research
ATB
AJP
Hi Thordon
Started having a look at countries and brings up quite a bit more, just looking at the high gross profit hair and cosmetics brands.
https://www.ipsy.com/product/p-AS-LUN-HASTY01-G12
https://lucensumbria.com/en/styling-mousse/
https://moptophair.com/products/curly-hair-cream
https://easybuyafrica.com/product/1025251/ouidad-curl-shaper-out-of-thin-h-air-volumizing-jelly-22-oz
https://cosmeticez.com/product/sheamoisture/shea-moisture-weave-and-wig-flyaway-wrap-mousse-tea-tree-borage-seed-oil
https://universpharmacie.fr/21811-erborian-centella-sos-patch-9ml.html
https://maternatura.it/en/products/crema-fissante-piega-noci-di-macadamia
https://clovebymarianna.com/products/soft-mousse-linea-recovery-curls
https://www-anarkhiabio-com.translate.goog/prodotto/hair-pump-aria-volumizzante/?_x_tr_sl=it&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=sc
https://farmae.eu/en/biofficina-toscana-waves-and-curls-mousse-150ml.html
https://www.desertcart.com.om/products/67866360-phitofilos-brio-soft-sealing-hair-styling-mousse-with-soy-proteins-natural-effect-organic-vegan-and-made-in-italy-150-ml
https://www-adonianatur-com.translate.goog/crema-de-peinado-ligera-pelo-ondulado-tipo2-maternatura-100ml.html?_x_tr_sl=es&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=sc
https://www-sunwell-it.translate.goog/styling/275-spray-fissativo-capelli-alla-rosa-maternatura.html?_x_tr_sl=it&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=sc
https://ogniricciounbiocapriccio-it.translate.goog/2017/12/24/giorno-23-bricciocalendario-dellavvento-2017-spray-fissativo-capelli-alla-rosa-maternatura/?_x_tr_sl=it&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=sc
https://yuniwa-it.translate.goog/products/gel-modellante-per-capelli-200-ml?_x_tr_sl=it&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=sc
https://www-lockenbar-de.translate.goog/products/strong-starkes-bio-stylinggel-mit-protein-200ml?_x_tr_sl=de&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=sc
https://avvenice.com/en/hair-care/11395-biofficina-toscana-curls-and-waves-mousse-body-line-organic-vegan-cosmetics.html
https://www.kazidomi.com/en/catalogue/produits/hair-care/10330-styling-gel
https://www.greenpicks.de/en/hairstyle-powder-kraeutermagie.html
https://www.savvyandshine.com/products/eva-vitamin-recharge-twist-250ml?variant=42382181073078
https://www.handsonveggies.com/shop/organic-hair-care-set-for-fine-thin-hair
https://hair-essentials.co.uk/products/197
ATB
AJP
Hi Thordon
Many, many new products available in both the US and Europe.
https://getboldify.com/products/full-body-blowout-spray
https://wildclean.com/products/dishwasher-detergent-tablets-30-count
https://ambianceelements.com/product/10839-
https://thelonghairs.us/products/sea-salt-spray
https://myvita.ca/products/laundry-liquid-unscented
https://wallowavalleycleaningproducts.com/products/laundry-powder-value
https://www.secretosdelagua.co.uk/pro-curly-holding-gel/14010073.html
https://m.feelunique.com/p/FREDERIC-FEKKAI-Shea-Butter-Gel-Cream-100ml
https://anlarshop.ie/product/herbal-hair-gel-extra-strong-100ml-erica/
https://www.lockenbar.de/products/strong-starkes-bio-stylinggel-mit-protein-200ml
https://nouni.hair/en/products/haargel-fuer-kinder-ohne-sulfate-farbstoffe-oder-silikone
https://www.violey.com/en/bioturm-hair-spray_p_32859.html
https://karmameju.com/de-de/products/rebel-hair-texturizer
https://makeup.uk/product/638133/
https://shop.lfhair.com.au/product/insight-elasti-curl-light-hold-fixative-spray-150ml/
https://namalei.it/en/articolo/tamed-curls-mousse-linseed-liquorice-and-provitamin-b5/96ce55f8-c0ee-445b-96b8-066ded240a7b/
https://www.joom.com/en/products/605467692d210c0106bdfb6d?variant_id=605467692d210c0006bdfb6f
https://www.barex.it/en/products/chelating-clarifying-shampoo-permesse
https://www.cocooncenter.co.uk/vitry-sea-salt-scrub-shampoo-200ml/83387.html
https://deseo.mv/product/kids-dry-shampoo-foam-171ml
https://www.sensonaturale.com/en/products/styling-capelli-protettivo
https://auroraethicalbeauty-com.translate.goog/products/mousse-shampoo-volumizzante?_x_tr_sl=it&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=sc
ATB
AJP
Hi Thordon
Not sure why these are not highlighted, maybe some news out before Thanks Giving?
We must be extremely busy with the number of new positions that have been filled this year?
Another new one on me.
https://www.orkla.no/wp-content/uploads/sites/2/2023/08/Datablad-OMO-AktivSport-03.08.2023.pdf
https://omo-no.translate.goog/produkter/aktivsport/?_x_tr_sl=no&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=sc
ATB
AJP
Hi
Just the link for reference.
https://patents.justia.com/inventor/yvon-durant
ATB
AJP
Hi Thordon
Have we seen this one?
https://gethomethings.com/products/dishwash?variant=39465810329737&utm_medium=affiliates&utm_source=awin&utm_campaign=Moral+Fibres&awc=22080_1700231836_253c38553f908d3f90701c33fa1d4673
Here's a full list of what's in our pods:
Sodium Carbonate, Zeolite, Sodium Bicarbonate, Laureth-7, Sodium Silicate, Citric Acid, Sodium Sulfate, Sodium Stearate, Sodium Palmitate. Sodium Citrate, Sodium Polyitaconate, Cellulose Gum, Polyether/Polyester-Copolymer, Parfum (only present in Fragranced version), Subtilisin, Amylase, Lipase. Mannanase, Cellulase, Pectate Lyase.
ATB
AJP
Hi
Nice to see the continued buying on the OTC, with a bit of an uptick.
https://www.marketscreener.com/quote/stock/ITACONIX-PLC-120795916/quotes/
A bit of good news is needed here from ITX on how things are progressing, this would go a long way to kick-starting the move upwards to a more realistic SP?
ATB
AJP
Hi Thordon
A few more that I have not come across before.
https://www.wtf.pet/products/kin-kind-pee-stain-odor-destroyer-non-toxic-bio-dog-cat-home-cleaner?variant=41248269205701
https://kin-kind.com/products/patchouli-coat-spray-for-dog-smells
https://www.azurestandard.com/shop/product/household-family/kitchen/dishwashing/dish-soap/dish-soap-lavender/27066
https://www.altrostile.bio/en/product/crema-fissante-piega-noci-di-macadamia-50ml-maternatura/
https://www.desertcart.com.py/products/86034870
https://www.regn.co.uk/products/homethings-laundry-pods-72-pack?variant=40416918995009
https://www.labruket.com/en-gb/products/303-exfoliating-herbal-peel
https://www.handsonveggies.com/shop/organic-hair-care-set-for-fine-thin-hair
https://mazzaci.com/uk/product/gocurls/
https://www.lalberodellavitaerboristeria.shop/en-eu/products/lacca-fissante
https://gyadacosmetics.com/en/curl-sculpting-line/174-mousse-modellante-ricci.html
https://incidecoder.com/products/ag-care-curl-fresh-definer-silicone-free-soft-hold-styling-cream
https://www.instacart.com/landing?product_id=25669146&retailer_id=1487
https://incidecoder.com/products/erborian-centella-sos-patch
https://www.simplyzero.co/products/dishwasher-detergent-pods
https://www.washwithcleanslate.com/product-page/dishwasher-detergent-pods-50-pods
https://www.wefillgoodseacoast.com/products/dishwasher-detergent-pods
https://byolongbeach.com/products/dishwasher-detergent-pods-1?selling_plan=688764715305
https://tacomasoaprefillery.com/products/dishwasher-pods?variant=39384703631433
https://greenlifetradingco.com/products/lemon-dish-pods
https://ekologicall.com/products/dishwasher-pods
ATB
AJP
Hi
Another article worth a read
https://www.greenbiz.com/article/4-ways-spark-more-financing-sustainable-chemistry
ATB
AJP
Hi
What does this mean?
https://www.linkedin.com/company/itaconix-corporation
Itaconix produces safer, higher performing, more cost effective, sustainable plant-based ingredients and formulations found in 150+ consumer brands.
49 accounts reached in the last 30 days ( does that mean accounts added on the back of exhibitions etc?)
ATB
AJP
Worth a read.
https://www.mha.co.uk/insights/eu-measures-to-restrict-microplastics-in-cosmetics
The EU’s microplastics restriction, otherwise known as the ‘glitter ban’ has come into effect. And its implications are more than just cosmetic.
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AJP
Asymmetric and symmetric monomer mixtures of esters of itaconic acid and corresponding copolymers
Patent number: 11814475
Abstract: A monomer mixture containing asymmetric and symmetric esters of itaconic acid which can be used as a reactive diluent. In addition, copolymers resulting from the polymerization of such monomer mixture. The monomer mixture more specifically includes the asymmetric monomers methyl ethyl itaconate (MEI) and ethyl methyl itaconate (EMI) and the symmetric monomers dimethyl itaconate (DMI) and diethyl itaconate (DEI).
Type: Grant
Filed: December 9, 2021
Date of Patent: November 14, 2023
Assignee: ITACONIX CORPORATION
Inventors: Yvon Durant, Madeleine Eleanor Anderson
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AJP
Looks like we have a presence here too.
https://www.hygienix.org/attendees.html
ATB
AJP
Hi
Is everyone else in the same position at the moment?
Currently NT on HSD for anything above 100 shares
Is there a large order in the background that is holding us here at the moment?
Have a good weekend all
ATB
AJP