Member Info for AJP08

Thanks Thordon

Guess they try and keep the ingredients hidden for a long as possible, due to it being a new product, but definitely a possibility.

Thanks again for all your diligent research, it continues to demonstrate how far and wide the ITX ingredients have spread across many areas and manufacturers.

ATB
AJP

Hi all

Nice purchase after the bell !! 120K @ 6.0p

Noticed that Croda report half year results next Friday, should be of interest.

ATB
AJP

Hi R 95

Yes that is the one, but cannot see a listing/breakdown of the individual ingredients, maybe because it has just launched, that they are protecting this, but has all the hallmarks of ITX being involved, especially with the reduced weighting of the pod, as this is something that ITX had developed.

ATB
AJP

Hi Thordon

Is this one we are involved in? just launched in the last few days?

https://www.asiantrader.biz/green-cleaning-company-adds-new-compact-dishwasher-tablets-to-zero-waste-range/

ATB
AJP

Hi R

Been noticing that Croda SP has been flying this month, up over £70 a share, circa 20%.

Can only be good for ITX and future revenues?

ATB
AJP

Hi Smart

Thought that they may have put the consolidation in place by now, but guess that this will all be being expertly co-ordinated to gain the maximum return between ITX and FinnCap.

So much better since FinnCap came on board.

Guess that there will be some sort of event that will lead to this being implemented?

Possibly
Half Year results (audited) with comprehensive update on all that is happening including Superabsorbents, sustainable fashion, new IP, or a new major customer product launch, or new partners in Superabsorbents, sustainable fashion, there will be some sort of trigger and you get the feeling it is not too far away.

AIMHO
ATB
AJP

Excellent Thordon

Now nearly six months since the RNS about a production trial on the superabsorbent application.

Itaconix (AIM: ITX) (OTCQB: ITXXF), a leading innovator in plant-based specialty polymers used as essential ingredients in everyday consumer products, is pleased to announce that it has supplied product for the first production trial using the Company's plant-based superabsorbent, VELAFRESH® SAP80.

Could we expect an update soon on this?

As you say the potential for this application is huge.

ATB
AJP

Hi Thordon

Is this one you have already come across?

https://www.aiiacare.com/collections/frontpage

ATB
AJP

Thought they were playing games again, but now showing on.

https://www.aquis.eu/aquis-stock-exchange/member?securityidaqse=ITX.GB

ATB
AJP

Hi Thordon

Take my hat off to you on how many of these products that you are finding, but I guess that it is becoming easier as there are so many out there now?

Just took another 40K shares, could not resist at these prices.

ATB
AJP

Interesting read as regards the future of Diapers.

https://www.fastcompany.com/90757160/inside-the-quest-to-redesign-the-diaper

" Yu says the brand is actively searching for new materials, including a new super absorbent polymer that’s biodegradable. Still, Yu believes there are ways to make diapers even more eco-friendly:"

Hope ITX are knocking at their door?

This market is vast.

ATB
AJP

Not 100% sure if this has been posted previously, so apologies if it has.

Now available without having to register etc.

Well worth a look, for those who have not done so already and for anyone new to the BB

https://www.edisongroup.com/itaconix-capital-markets-day/

ATB
AJP

Hi Thordon

Great stuff yet again

It is this type of research that you produce that gives me confidence that we are on to a winner.

Backs up so much of the positivity that I feel about easily reaching and surpassing year end revenue target with ease. (time will tell)

John and his team will steer a steady ship and keep expectations under control, as we all know how savage the AIM can be if you set the target too high and under deliver or vice versa, the markets like certainty.

The positive thing that I look at is that we are not trying to reinvent the wheel, but make it better more efficient and more effective, we are not producing new products as such, they are all out there and we are just replacing the nasty petrochemical ingredients with green eco friendly ones, which means that the market is already well established and our possibilities therefore are endless.

I am sure there are those that have much more experience that I at this game, and will have seen it all before as regards the fluctuations in SP, the MM's play the games the small PI's get fleeced and the big boys swoop in and take all the benefits. Holding firm will pay big dividends in the future. As I have stated previously I have a sizeable amount of skin in the game and they won't be getting any of mine any time soon (50p plus target).

PDYOR
AIMHO

ATB
AJP

Possibly as is being said, they are keeping expectations under control, but from the RNS.

"We are seeing increased traction for our plant-based cleaning ingredients as existing customers expand into more retailers and important new customers bring new formulations to market. We expect( guess this launch could move) to see at least one new European detergent product on the market this year, and possibly even more. With these breakthroughs and steady advances in North America, we expect continued progress through in to 2023.

I am sure that John stated in a recent presentation that a new launch product from one of the major European brands, equated to around $1 mill of ingredients in the initial launch phase

This is why they raised the $300k to be able to build a safety stock to be held in Europe to meet the new product launch and increasing from all other areas.

10 to 1 ratio $300K of product equates to circa $3 mill in revenue.

I see them totally smashing the revenue target for the year of $4.7 mill.

Add a breakthrough with a super absorbents contract and the sky is the limit.

AIMHO

ATB
AJP

Would the fact that they have not changed their price target have anything to do with the fact that this is Trading Update and as such the numbers are unaudited?

Circa 75% upside from the current SP

Only thinking out loud.

ATB
AJP

Hi Smart

Had a quick look at the dates and the last TU was the 20th of April and the Research note from FinnCap came out on the 22nd of April, so maybe something out tomorrow? That is if I am reading this correctly.

ATB
AJP

Sorry to hear that, hope you get well soon, cannot be brain dead though, you bought at a good price lol.

ATB
AJP

sorry Spin

ATB
AJP

Hi Sin

Maybe showing on here ?

https://www.aquis.eu/aquis-stock-exchange/member?securityidaqse=ITX.GB

ATB
AJP

Hi Cluelesshareboy

If you can pick these up at that price then hope you are able to fill your boots, I would suggest that once the dust settles after today, we should hopefully see a steady rise in the SP back to at least the 12p level. The investors with large pockets start moving in, then the small PI who is only looking for a quick return will miss out on the long term value as these are gobbled up, guess we all have different trading strategies, mine is more of a long term view, maybe top slice at 50p and let the rest ride.
I hear some muttering in the background that I must be mad, but tell me of another company in this sphere that has the potential, Green technology, being readily adopted around the world with great ring fenced IP and exciting R & D developments in the pipeline.

Crean will always come to the top.

My only fear is that we will not reach our potential and will be gobbled up by one of the majors, everyone has their price I guess, what would John's be £1 ?

Time will tell, but I am sure there will be a few more ups and downs along the way.

AIMHO

Good luck to all invested.
ATB
AJP