Member Info for AJP08

Theoretically, It's also another 1 million plus share into sticky hands, leaving less free shares, which in turn could move the SP upwards very quickly?
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Guess that would explain the issues that some were having in buying shares today, but could sell without any problems. MM's dropping the price to catch panicy investors and scoop up their shares to complete the larger buys.
Will be interesting to see if any further news drops at 7.00am tomorrow
Been really good volumes this week already, onwards and upwards.
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Just noticed a trade for zero shares?
16-Sep-21 14:08:14 9.50 0 Sell* 9.50 9.90 0.00 O
Is this similar to the last time and is a signal that there will be a RNS tomorrow?
Most unusual.
Anyone any thoughts?
Bit of profit taking and consolidation today before the next leg up?
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How much is someone willing to pay for ITX circa £450 mill maybe, but would have thought that we would have been taken out long before it reaches that figure.
Great product
Great IP
Huge market screaming out for ingredients to replace hydrocarbons/ phosphates etc
Whether that be for cost or because legislation dictates.
We have to as a world become better guardians of this place we call home, every day there is something in the news about climate change and the need for us to become greener and reduce our carbon footprint and ITX can play its part in this.
Think there is a huge future here, but then again I am biased and heavily invested lol
DYOR
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Sorry wrong thread
Hi
As per presentation.
https://itaconix.com/wp-content/uploads/Itaconix-2020-Annual-Report-Final.pdf
The Group finances its operations principally from equity funding and has no debt. Therefore the downside risk associated with changes in interest rates is minimal. No sensitivity analysis has been presented for changes in interest rates as these do not have a material impact on the loss before tax.
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Hi
As per presentation.
https://itaconix.com/wp-content/uploads/Itaconix-2020-Annual-Report-Final.pdf
The Group finances its operations principally from equity funding and has no debt. Therefore the downside risk associated with changes in interest rates is minimal. No sensitivity analysis has been presented for changes in interest rates as these do not have a material impact on the loss before tax.
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Ditto, was lucky enough to add further when just under 6p, I know that I/we can get carried away with this stock at times, but ITX in my opinion has just started scratching the surface of the hydrocarbon ingredients its can replace, a very bright (green) future ahead. All the ducks are starting to line up lol.
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Not sure if this is helpful, have released this previously, but updated a few points, possibly helpful to new posters here.
Please do your own research.
• Zero debt.
• Revenue/sales increasing by 50% to 100% every 6 months
• Sticky repeat business.
• Certified Green/Eco friendly products
• Ever growing base of high profile customers.
• Collaborations in biodegradable plastics and paints with Akzo Nobel.
• High profile partners in Nouryon (Personal care) & Croda (Home care).
• Products made under licence with Solvay.( EurecoTM RP103)
• Ingredients ringfenced with great IP.
• Worldwide distribution network in place via Independent Chemicals.
• 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, they approached us.
• 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.
• 3 New product launches this year in ADWT, that are confirmed. One advised already
• Impending new odour control product.
• Expansion into at least one new application.
• Increased marketing efforts with broader promotional activities in the second half of 2021.
• We have only just started this journey, there is huge potential, just starting to be realised by the market.
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Excellent piece from Nouryon, with strong ties to ITX and our ingredients, the potential here is mind blowing.
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Really good progress being made over the last period of time to getting us back to a realistic SP as there was a total over reaction to the last Trading update.

We still have so much news to come over the next few months too.

The Company plans to add a new odour control product, expand into at least one new application, and increase marketing efforts with broader promotional activities in the second half of 2021.

At least three additional detergent brands are expected to start using Itaconix® TSI™ by the end of 2021

And if possible would be nice to get an update on the progress of BIO*Asterix™ line of functional additives as key ingredients in biodegradable packaging solutions.

Another would be something on our relationship with Solvay, we get bits on Nouryon and Croda but nothing on Solvay.

Onwards and upwards.

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Hi All
We can add to this, that it is out there now via the RNS that ITX have had TSI 322 ingredient adopted into a major European Brand, therefore you can bet that others will be clamouring to incorporate this into their products too so as to not be left behind?

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Hi Smart
Is this not what we have been asking for, information on progress?
At this stage, there will be client confidentiality, as this is a new product coming to market and stealing a march on their competitors, is this release of information a sign of things to come, the positive financial implications will come in due course.
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RNS's are currently unavailable on this site. Try this, scroll down the page.
https://www.londonstockexchange.com/stock/ITX/itaconix-plc/company-page
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Excellent news, the start of positive news and us starting to build a bit of momentum.
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Is there anything in this or am I just adding 2 & 2 and getting 5?
They are looking at us in June and we have a II buying in, in the same month, is this all part of a bigger plan?

We highlight a couple of interesting small-cap stocks where we see considerable growth opportunities over the next few years. We take a look at Itaconix, a unique patented plant-based polymers manufacturer, whose ingredients are expected to trigger a strong substitution effect in the speciality chemicals sector, as customers seek to reduce their carbon footprint

https://www.finncap.com/news-events/machinations-finncap-industrial-technology-quarterly-sector-note-june-2021

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Looks like we were being tracked by Finncap?

We highlight a couple of interesting small-cap stocks where we see considerable growth opportunities over the next few years. We take a look at Itaconix, a unique patented plant-based polymers manufacturer, whose ingredients are expected to trigger a strong substitution effect in the speciality chemicals sector, as customers seek to reduce their carbon footprint

https://www.finncap.com/news-events/machinations-finncap-industrial-technology-quarterly-sector-note-june-2021

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Thank you Itacon, appreciate the kind words.
DD77 you are right to question, I guess I would do the same, but be assured this is not the case.
Some of the shares I am invested in are very technical and best left to the experts in this field, take a look at ENET for instance when you get a chance 5G stuff, full of acronyms lol.
You are right lets get back to ITX and look forward to some positive news flow over the coming weeks.
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Guess our representation will be via Nouryon at this upcoming event?
Nouryon are one of the Headline sponsors.
Would we get any launches of new products at this time?

https://charleston.chemicalsamerica.com

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DD77
Definitely not a paid poster, just one of the few on here that spend hours on end researching to try and find out little snippets information that should aid us all, factual information, some of which should possibly be readily available on the Itaconix website, for example ITX promote Amaze™ SP , but not Amaze™ XT or Amaze™ Nordic Barley, are they all part of the range developed with ITX ingredients by Nouryon? BIO*Asterix™ no mention of this in the product lineup we show 9 ingredients, but ITX are much more than that ( ITX have multiple items of IP still to be brought to the market) , hopefully finnCap with their experience will guide them in the right direction, as to how to promote the company in the right light, as I would suggest ITX have made a few gaffs of late, but they have huge potential in my view, the right Eco ingredients coming to market at the right time, my interest is purely selfish, as if ITX are successful, then I will make a few quid and be able to retire.

https://www.nouryon.com/sustainability/grow/

As always DYOR
Any decision you make as regards buying/selling should be yours and yours alone.
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Hi All
Been doing a bit of digging on the import of Itaconix acid into the USA this year and have come up with the following, do not think that these are all our shipments, but demonstrates that the deliveries are getting through (JPAC TRADING is our handling agent). last updated in June, so there have been more shipments since then.

PRODUCT IMPORTER SUPPLIER ARRIVAL DATE Weight

ITACONIC ACID, 99.5%MIN JPAC TRADING, LTD QINGDAO KEHAI BIOCHEMISTRY CO.,LTD 2021-06-04 CHINA 19800 KGS
ITACONIC ACID, 99.5MIN HTS JPAC TRADING, LTD QINGDAO KEHAI BIOCHEMISTRY CO.,LTD 2021-05-26 CHINA 19800 KGS
ITACONIC ACID, 99.5MIN HTS JPAC TRADING, LTD QINGDAO KEHAI BIOCHEMISTRY CO.,LTD 2021-05-26 CHINA 19800 KGS
ITACONIC ACID, 99.5%MIN JPAC TRADING, LTD QINGDAO KEHAI BIOCHEMISTRY CO.,LTD 2021-04-04 CHINA 19800 KGS
ITACONIC ACID, 99.5%MIN JPAC TRADING, LTD QINGDAO KEHAI BIOCHEMISTRY CO.,LTD 2021-04-04 CHINA 19800 KGS
ITACONIC ACID, 99.5%MIN JPAC TRADING QINGDAO KEHAI BIOCHEMISTRY CO.,LTD 2021-03-28 CHINA 39600 KGS
ITACONIC ACID, 99.5%MIN JPAC TRADING QINGDAO KEHAI BIOCHEMISTRY CO.,LTD 2021-03-23 CHINA 39600 KGS
ITACONIC ACID, 99.5%MIN JPAC TRADING, LTD QINGDAO KEHAI BIOCHEMISTRY CO.,LTD 2021-03-05 CHINA 19800 KGS
ITACONIC ACID, 99.5%MIN JPAC TRADING QINGDAO KEHAI BIOCHEMISTRY CO.,LTD 2021-02-13 CHINA 37580 KGS

Nice to see some blue today
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