Member Info for AJP08

Hi Itacon

Possibly a question you should put forward for next week?

I am sure it will be on the agenda, but remember we still hold a large stock of finished goods, so should not be an issue for us.

ATB
AJP

Hi DB
If we can maximise adoption on the current ingredients and have further success in increasing this portfolio then the future looks very bright here, would not like to guess on where the SP could go but the sky is the limit, this is not a passing fade, but where the future lies in eco friendly products and we need to grasp every opportunity with both hands.

Looking forward to the 8th as I think that they may, as has been alluded to in some previous posts here give us the percentage revenue increases for the first five months 22 as against last years, think that this may be the catalyst to drive the SP up.

Updates on the sustainable fashion and super absorbent applications would also help.

ATB
AJP

Possibly F.O.M.O

We are still well undervalued, maybe this is starting to sink in with some investors.

ATB
AJP

Thanks C

ATB
AJP

Not sure if the MM's are playing games, but I had a purchase early this morning for 32686 @ 4.589p still to showing, wonder when they will look to stick this one through.

Great uplift today, we are still well undervalues at the current SP.

Cannot wait for some sort of indication as to revenues for the first 6 months here, think we are going to get a very pleasant surprise.

ATB
AJP

well done S

As you say it is the long game that can give you the type of return we all crave.

NT here at the moment for anything over 20K shares to purchase, things very tight, we could see this take off again.

ATB
AJP

Let's hope that they are maintaining the good start that they have alluded to and the figures continue to match/ beat what is anticipated for 2022.

Would be nice to have an update to progress with super absorbents and sustainable fashion applications along with anything else that is in the hopper.

Shares tight again today NT for anything over 50K to purchase, when this move it will do so very quickly on any positive news.

ATB
AJP

Hi C

Do you expect anything that will give an indication of where we are heading in first half of 22 also being reported, as regards an update/forward looking statement?

Guess that as regards the numbers from last year we are well aware of these already?

My focus is still on my projected date for first half numbers for 22, still looking at around 27th July (65 days and counting down). think these could be really significant.

ATB
AJP

In my opinion if John and Laura are basically making a directors buy then this tells me that things are looking good.

Could not resist at these levels and added another 40K shares this morning.

Will continue to add here as funds become available, the potential here is vast, but patience is required, the markets will come good again in the not too distant future, as sure as night follows day.

AIMHO
ATB
AJP

Not sure if this is of any interest or been posted before.

https://www.share-talk.com/traders-cafe-with-zak-mir-bulletin-board-heroes-saturday-16th-april-2022-via-vox-markets/

ATB
AJP

Hi E

Think that the half year results 2022 will be the major catalyst to drive the SP forward in the short term.

Think that there are quite a few other areas in which we are just in the infancy, which if they start to bare fruit should see us really start to motor. Sustainable fashion and super absorbent applications being two that excite me going forward.

We should have full year 21 in the next week or so, nothing that we do not know in that, but hopefully some interesting forward looking updates to accompany.

Still predicting 27th July for Half year 22 results 77 days and counting.

AIMO
ATB
AJP

Apologies

The circa 2 million reported must have been from June 2021 and has just now been updated.

Nothing as yet as to our mystery investor as of June 2021 is ?

ATB
AJP

From Yahoo
https://uk.finance.yahoo.com/quote/ITX.L/insider-transactions?p=ITX.L

Am I right in thinking that IP Group have bought a further stake with an additional buy out with the placing of over 2mil shares?

Huge confidence in ITX going forward

Insider Transaction Type Value Date Shares
DENNER (LAURA) Bought at price 0.06 per share. Direct 35,000 27 Apr 2022 555,556
IP2IPO GROUP PLC Direct 27 Apr 2022 5,555,556
SHAW (JOHN) Bought at price 0.06 per share. Direct 35,000 27 Apr 2022 555,556
IP2IPO GROUP PLC Direct 22 Apr 2022 2,066,116

ATB
AJP

Hi RR

Trading update Jan 2022

"Although market volatility will continue in 2022, achievement of commercial milestones and advances in major customer projects in 2021 have already created substantial progress towards market expectations for 2022.
As per expectations laid out by finncap

Trading Update Apr 2022

The Company reports that trading in the first three months of 2022 is substantially ahead of the same period in 2021 and supports current market expectations for FY2022.

finnCapp, in their company flash of 22 April, are not projecting another fund raise this year or next, as increasing sales increases working capital. Expecting to hold 0.4m cash this YE and 0.3m end FY23.

Is it a case that we have had a fantastic start to the year, the whole substantially ahead statement ( you do not make a statement like that unless it is is significant) means we maybe have already reached breakeven or beyond based on the first quarter ?

Time will tell I guess.

ATB
AJP

Think they will be be keen to report half year results for 2022 to show how well revenues have been this year.

83 days and counting, I have penciled in 27th July 2022 as when this will be released.

ATB
AJP

Thanks DB

Good to hear from you again, seems that you have been away for a while, hope all is good.
Thanks for adding those details.

ATB
AJP

Hi A
I do remember there was talk on the board about how much it would cost to increase production and if I remember the cost at that time was around $500K per machine, based on the fact that they had an adequate footprint to accommodate within the current facility.

ATB
AJP

Made a list of bullet points to remind me, as to where we are at, please feel free to add to these or suggest that some are not correct or current.

Lots more to come here I am thinking, have penciled in the 27th of July as when I think we will get half year results 92 days and counting.

• 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.
• 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.

ATB
AJP

Tremendous research Thordon.

ATB
AJP

Quite interesting how far the UK is down the listing of ownership, Europe needs to be our target market I would have thought?

https://www.statista.com/forecasts/1174175/dishwasher-ownership-rate-european-countries

Massive market.

ATB
AJP