Member Info for AJP08

Hi All

Could we see the consolidation take place after the bell today?

Would kind of make sense, especially after the Stella numbers that were posted today.

Guess there should be a hungry USA market itching to get involved here?

Thoughts?

ATB
AJP

I would have thought so C

But would guess the potential for the super absorbents spreads across many areas, male/female hygiene products Nappies, kitchen roll, cat litter, industrial spillage control etc, etc

ATB
AJP

Hi D

Totally.

Ween you think that second half revenues are usually better that the first, then this could be mega.

We expect 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.

"As the revenues and success of our current products become more certain, we are setting our sights on bigger and broader ingredient opportunities from our proprietary technology platform. We are working with potential customers on new products that they can bring to the hygiene market with our plant-based superabsorbent.

The best is still to come one thinks.

ATB
AJP

Hi all

Watch out for MM playing games this morning, as I think demand will be high eh?

ATB
AJP

Hi M

Hopefully a very nice raise today?

The market expectation were set by FinnCap brokers note for FY22 is $4.7m, we only need to generate $1.7 mill in the second half to totally blow this away.

ATB
AJP

Hi M

If you look back at previous TU, then this is standard practice? GP never stated in a TU

ATB
AJP

Hi M

This was only a TU, the full Interim results will be produced within the next few months I would have thought?

ATB
AJP

Wow

The revenues were outstanding.

The Company is in a strong position to meet market expectations for revenues in 2022. ( think this is easily achievable?)

Cleaning applications led overall revenue growth for the period with a 212% increase over the first half of 2021 as Itaconix polymers found important new usage in European detergent formulations and continued to gain share in North America. The Company had strong volumes throughout the first six months and is starting the second half with a solid order book.

Like the outlook for the rest of the year too

well done to all long term holders

very interesting times ahead

ATB
AJP

Hi all

Can feel the level of anticipation/expectation rising every day. we have had a nice lift in the S.P over the past few days taking us into tomorrows results, wonder if there will be a surge of buying into the close today?

This could really pop tomorrow, strap yourselves in for lift off.

Good luck to all.

Onwards and upwards.

ATB
AJP

sorry

Must proof read.

Get the feeling that we may not get to see the full potential here.

ATB
AJP

Hi

As has been said, everyone waiting with anticipation for the half year numbers to drop, totally think that these numbers are going to be outstanding and the launchpad for ITX to go on to bigger and better things. Get the feeling that we may to get to see the full potential here, as one of the big boys will make an approach that cannot be turned down?

Just a thought here on a couple of fronts that would hopefully back this assumption up

The speed in which they are getting the results out after 1st half has finished
This higher profile being pushed in presentations lately
The consolidation on Share Price

They have stated that the numbers will be released week commencing 11th July, could they surprise us all be releasing on Monday and not the usual Wednesday that everyone is anticipating (Just a thought).

Good luck to all those who have kept the faith.

Exciting time ahead one thinks.

AIMHO
ATB
AJP

Hi T

Was playing around with the terminology used in the RNS's for how progress is being advised and this is my interpretation/hopes.

Based on first six months of last year being $1.4 mill

Slightly ahead of Target 10% plus

Ahead of Target 25% plus

Substantially ahead of Target (what we are being quoted) 50% plus, giving a minimum of $2.1 mill

Can only think that the numbers must be excellent as they appear to be pulling out all the stops to get them out so soon after the end of the first half?

AIMHO
ATB
AJP

Hi V

Playing catch up at the moment, I like you thought that the consolidation as passed yesterday would have come into effect at the close of play yesterday, but on further thought have come to the conclusion rightly or wrongly that they may hold this back until the close of play after the results have been released, the week commencing the 11th of July, therefore with a favourable tailwind from the results on the share price, we would gain the maximum from the consolidation, hopefully giving us the highest possible share price at the point of conversion, which as they become accessible to the American market brokerage accounts, should give us yet another lift?

Hope this deduction makes sense, then again it could all be totally wrong, but a theory.

Nice to see the level of anticipation and PI's actually looking forward to a set of results .

AIMHO
ATB
AJP

Hi Smart

Would read as they were not cutting the mustard eh?

The same situation occurred with Monna Manning as Vice President, Marketing & Sales.

And as you say it looks like they have been active on this front already, watch this space as they say.

Onwards and upwards

ATB
AJP

Hi

On the website

https://itaconix.com/wp-content/uploads/Circular-and-Notice-of-General-Meeting-June-2022.pdf

Under

https://itaconix.com/investor/reports-documents/

ATB
AJP

Hi

Could we see an upgrade in Finncap target in the coming weeks?

Currently sitting at £26 mill market cap, the IP must be worth at least double that?

Exciting times ahead.

Hey Dougerboy you will have to change your slogan to 200p for 23 lol

ATB
AJP

I know I have rolled this one out before, but always worth a look, maybe some newer viewers on the BB.

• Zero debt.
• Revenue/sales increasing
• Sticky repeat business.
• Certified Green/Eco friendly products
• Ever growing base of high profile customers.
• Development agreement with a major North American pulp and paper company
• High profile partners in Nouryon (Personal care) & Croda (Home care) and TBA (Diapers/personal hygiene products)
• Ingredients ringfenced with great IP, with additional ingredients patent pending.
• Distribution out of New Hampshire & Belgium.
• Process can double from here without any further cash injections.
• Good level of cash in hand (tight reigns on cash flow).
• New institutional investor on board 2021, they approached us.
• Additional raise for European demand via IP Group, John and Laura involved. $300K can generate $3 mill. 10/1 ratio as advised by John
• We are reaching breakeven and likely to be moving into profit month on month.
• Competent and enthusiastic BOD, with skin in the game.
• Further development with R & D projects to follow via John and Yvon collaboration.
• Good level of diversification across products
• Impending new odour control product.
• Expansion into at least one new application.
• Potentially two new partners, one in bio degradable plastics, the other in polymer derived clothing
• Increased marketing efforts with broader promotional activities moving into the second half of 2022.
• We have only just started this journey, there is a huge potential to be realised here.

Sitting tight and enjoying the rise, long way to go before I would even dare thinking about selling any of my shares, some nice buys this morning getting in at a bargain basement price IMO.
GLTA
AJP

Excellent update

And not too long to wait for the numbers?

"We will provide a more detailed trading update with first half highlights and a second half outlook in the week commencing 11 July 2022."

ATB
AJP

Hi Lots of things going on in the background, as regards exhibitions, marketing etc

Would be nice as you say if they could post on website, hopefully in due course, maybe a question for the next presentation?

https://annualmeeting.aocs.org/expo/exhibitors-and-sponsors

AGM on Friday then the countdown to Trading Update in 22/29 days time depending on which Wednesday they release the RNS.

Could be a Stella year in all the pieces fall into place.

ATB
AJP

As highlighted on ADVFN board.

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

ATB
AJP