Member Info for AJP08

Not 100% sure, could be , but need to do a bit more research, just had not seen anything linking them previously.
ATB
AJP

sorry ignore that last post, way off the mark.
ATB
AJP

Have not seen this one before, so may be well off the mark, but is this possibly our new II?
Not on Thordons list.
https://parkwalkadvisors.com/portfolio/
ATB
AJP

Not sure if this ties in with us in any way, but Croda report their half year results on the 27th of July 2021
https://www.croda.com/en-gb/investors
ATB
AJP

Possibly worth getting reacquainted with how far we have come and future success that is in front of us.

https://itaconix.com/wp-content/uploads/Itaconix-2020-Annual-Report-Final.pdf

ATB
AJP

Hi Thordon
Not sure if this is the case, as according to ITX website John R Shaw had 10.2% 44,076,733 shares as of 31st March 2021
And the IP Group had 11.2% 48,291,523 shares as of the same date.
Think it has to be a fresh investor with just over 7 million shares.
ATB
AJP

I would say the later, nothing published, but a level of expectation.
Someone is hoovering up all these shares for a snip, praying on the weak, bloody shame.
As stated previously nothing has changed here, the fundamentals are still the same as they were six months ago, unfortunately this is the AIM and news is king and the driver of all share prices, is it out II who is adding? is there a timeline after which their identity has to be published?
Maybe tomorrow, who knows
ATB
AJP

Hi All
On the money Dougerboy, sentiment is a fickle thing, but I am sure that we have very good times to look forward to here. Nothing has changed fundamentally, I am sure that yesterdays RNS's that was released was a technicality that needed to be addressed to allow us to continue to develop and grow. Below are a few of the reasons that I am sitting on my hands and holding tight. Please feel free to add to the list or question any of the bullet points. Any spare cash will be used to add as bargain basement price at these levels.

• Revenue/sales increasing by 50% to 100% every 6 months
• Zero debt.
• 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 have reached breakeven and are 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.
• We have only just started this journey, there is huge potential, just starting to be realised .

I am sure there will be an increase in the news flow over the coming weeks

.AIMHO
ATB
AJP

What are the chances of another large buy being posted after the close today ?
Must be too good an opportunity to miss ?
Is there big news about to come out in the next few days?
Total overreaction this morning, but then again it is the AIM
ATB
AJP

Hi Justdeezerts
Could this be being done to facilitate a takeover, or am I wide of the mark ?
ATB
AJP

Hopefully these choices will work out for you, they have every chance.
Just noticed that there was another big buy from yesterday posted after the close today, someone building a position?
350,000 shares bought and posted after the close in the last day or so, someone knows they are getting a bargain ?
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AJP

Hi Smartinvestment
This is by far my biggest investment, but also in AGL, ENET, TRX and also a possible ill-advised punt on ECHO, although all investments we make must have had potential, it is just a case if this is realised.
ATB
AJP

Hi Dougerboy
All good stuff, thank you for sharing these little gems with us, it give us all an insight into the huge potential there is here, everyday there are more and more companies that are having to replace their petroleum based ingredients to comply with ever tightening eco/green regulations/requirements with critical dates in which these have to be in place getting nearer and nearer, and we have many ready made proven replacement ingredients which are making inroads into being the preferred replacement, not only now, but for many years to come.
Not too long now before we start getting the confirmation of what we all know and believe about ITX and the SP starts its upward trajectory again.
AIMHO
ATB
AJP

Thanks Thordon.
Nice 150,000 share buy posted after the close, think news is just around the corner.
ATB
AJP

SP being manipulated down on really low volume to facilitate a large purchase?
Just not a lot happening at the moment.
ATB
AJP

Hi Thordon
Thank you for checking, would guess that they would have to report holding at some point, is it possible that you can keep an eye out for the change and let us all know?
Chances are this may be reported in RNS, just before the listing becomes public.
Thanks again
ATB
AJP

Hi Thordon
Do you know when your access to current investors with sizeable share holdings in ITX will be updated to include our II, date of RNS was the 9th of June.
ATB
AJP

Would be good if that is the case, kind of think it may be nearer to the end of the month though.
would it be possible, practical to have a detailed half year RNS released and the just have a live Q&A session in the afternoon with submitted questions based on RNS and full year expectations, launches of products, development of Ingredients, operations VP update/progress, sales VP update/progress, Institutional investor update (if possible) etc, etc, etc
Maybe even update us on the questions that were asked at last presentation, but did not get round to giving a comprehensive answer?
Even trying to extrapolate on 5 month 6 month time line might be difficult as I would doubt very much if it will be a linear increase in revenue, much more likely to be an upward trending curve (for EOB) through to the end of the year.
Based on what John said at last presentation I would suggest that we will be at $1.6 mill for first 6 months or they're about.
Let's hope that there is some news soon anyway.
ATB
AJP

Morning all, been a bit quiet on here for a few days now, guess everyone is sitting on their hands waiting for some news to drop, bit of a holding pattern on the SP, before we start to move back up again, on expected news.
Last year we had a RNS the week before the half year results, as there was a presentation and Q&A associated with it, do we envisage that it will follow the same format as then or will they just drop an RNS out of the blue with the numbers as it was a short time ago that we had an update and presentation, although the thought would be that there should be lots of new news that would need to be related to us.
Not going to play the revenue numbers guessing game as I think we know roughly where we are on this, it is what lies ahead for the second half of the year as regards ingredient development and new product launches that we are all waiting to hear about.
Thoughts on this?
ATB
AJP

Hopefully if this is the case, then this is something that ITX can share with us in the not too distant future, hopefully there is no client confidentiality associated with the development of these products, and we get a chance to crow about it.
ATB
AJP