Member Info for AJP08

Hi All

Not much shares available to purchase, tried a dummy buy for 50K and full 4.5p being asked. NT for anything above that amount.

ATB
AJP

Hi V

No problem.

Love the part where John shows how excited he is about the new ingredients in particular the super absorbents.

Addressable market $1 billion plus, lots of desire to make this into a very, very profitable concern.

ATB
AJP

Hi V

Just watched the presentation again just now.

Sustainable fashion did get a mention, but still under production trials, so nothing to report back at this juncture, hopefully some feedback in the next six months.

Lots of other good stuff to look forward to in the coming months.

ATB
AJP

Hi BH

As you say, at least this is out of the way and should allow the SP to rise back up to a more sensible level.

Hopefully todays Q&A has instilled a new level of confidence in ITX and the bright future ahead.

As John said today, he has a lot of skin in ITX and he also has a vested interest, in seeing the SP move North.

ATB
AJP

Cheers DB for clarifying on sales VP

Obviously was not cutting the mustard.

ATB
AJP

Was definitely the best presentation that I have seen from John.

Could hardly contain himself as regards how bright he sees the future for ITX.

Not content with being a bit part player, but wants to see ITX being a player in the long term (Rome was not built in a day, maybe two lol)

Also good to hear that breakeven is there or there about .

Sees ITX making expected revenues for this year (all good stuff)

Will have a second listen tater on as did not quite catch what he said in sales VP ?

ATB
AJP

Hi B

Just having a quick look, there appears to be manufacturers in USA and India, but guess that the Chinese supply may be more cost effective?

ATB
AJP

Hi B

If you mean the supply of Itaconic Acid, then we have both the supply from China and internally within the USA we have access there too as quite a few chemical companies stock.
ATB
AJP

Totally agree, absolutely ridiculous drop for what?
Possible some PI's easily spooked.
Too good an opportunity to miss.
Managed to take circa 105,000 shares at 3.8p too, total bargain.
ATB for Tomorrow.
AJP

Hi FA

Would be very surprised if there was not some sort of news to be released tomorrow or what is the point of having an Investors day if you have nothing to sell them? whether this is new products, new partners, important updates on sustainable fashion trials, updates on super absorbent ingredient trials or new contracts, I am sure there will be something.

As for the insurance, I am sure that the buildings damage was taken care of by the owners (we lease)

But as for the loss of production, damage to equipment, loss of revenue etc then this is covered by a combination of the contractors insurance and ITX own business interruption cover, but would be nice as you say the know that this has all been comprehensively covered and closed out, sure the actual numbers will show in the final results.

Johns presentation style is what it is and I do not think there is much you can do about that, it is the content of the presentation that is of more importance, in showing the roadmap towards future success and how we will achieve it .

ATB
AJP

Hi All

Do we have any expectations on what we might be served up tomorrow?

I know it is only a short while ago that we received a Trading Update, but could we get one first thing to set that ball rolling?

Very small volume at the moment, with a few looking to try and trade the share, risky business, especially if you get left behind.

Let's hope For an excellent day tomorrow and peaceful outcome in the Ukraine going forward, as totally destabilising the markets worldwide.

Have submitted at least a dozen questions for tomorrow, let's see what we get back.

AIMHO
ATB
AJP

Hey FG

Sorry for you loss, take care and keep strong.

ATB
AJP

Hi DB

Can add question to my list as have not submitted yet, would be nice to get an update on progress of both sales and operations VP's.

Think this may be a better structured presentation, as feel that Finncap will have reviewed previous efforts and advised on improvements required.

ATB
AJP

Hi

Any thoughts on what goodies we may expect from the upcoming presentation?

After all you do not set up one of these days if you have nothing to crow about?.

It should be about extolling the virtues of ITX, its ingredients, its eco credentials, its R & D and its ever-growing revenues.

Let's hope that it provides a springboard for the company to move forward along with the continued upward momentum of the SP

Would we be a target for ESG funds to invest?

Hopefully there have been lots of pertinent question been submitted.

ATB
AJP

Think that there would not be too much in the final figures that we do not already know/have guessed, other than the insurance pay out.

Makes sense to publish results in 2nd half of May as we will already have a good four months sales revenue under our belts and this will give a good indicator as to how well things are progressing.

Mind you am expecting a lot more RNS's between now and then, with lots of positive news flow.

Maybe Finncap will have sent John to presentation classes by then lol (sorry John if you are looking in)

I would hope that those who have been having a moan over the last few weeks/month have registered and have put forward their questions, little point of addressing the issues on here, needs to be done at the presentation, if they have a vested interest in ITX that is.

AIMHO
ATB
AJP

Hi All

This presentation, looks very much like a stand alone investor presentation and not tagged on the end of the results as a Q&A.
This is also scheduled a month earlier that the finals would be expected.
Does this mean we have another Wednesday RNS ( would be 4 in a row I think) to look forward to next week with further positive developments, prior to the presentation?
Think having changed to Finncap has defiantly been a positive step.
Exciting times ahead.
ATB
AJP

Hey RB
Guess anything is possible, but why would he decide to take such a lowly offer?
For one that would be below the previous 12p placing price, totally hack of whoever that is.
The other thing being that the potential here is just now starting to gain traction and he could make multiples of this in the next 1/3 years easy.
Interesting times ahead.
ATB
AJP

You're welcome Thordon.
ATB
AJP

Hi E

Think that Thordon is suggesting that last year for ITX Ingredient to replace phosphate equivalent the price difference was 35% more expensive, but now with the price of oil being at a multi-year high that the price difference has diminished to 5%.

But then again how do you equate this with regard to the environmental savings?

What a roller coaster of a few weeks /months we have had, lets hope that investors are now waking up to the huge potential here and our progress back to a more realistic SP continues.

Have a good ons

ATB
AJP

Apologies Itacon.

What was posted previously was a generalisation on deliveries of Itaconic Acid into the USA and not specific to ITX.

From Oct last year from DB

"Been doing a little bit of digging and discovered that there have been 3 - as far as I can see - recent container shipments of Itaconic Acid received. One container on 4th October freight forwarder Expeditors International & 2 containers on 18th September freight forwarder JPAC Trading. All coming from Qingdao Kehai Biochemistry Co., Ltd."

https://www.seair.co.in/us-import/product-itaconic-acid.aspx

Guess that with the issue in Dec and stocks being run down that we will have a large order in place to restock?

Thanks for this

ATB
AJP