Member Info for AJP08

Would be great if they could throw us a bone, as still 10/12 weeks before we would get 1/2 year results, sure that there is lots of good things happening, so fingers crossed. Mind you it is a good chance to top up at these levels, as I think that we all know that this could be a 10 bagger even from this starting point.
AJP

Just remembered about this happening today and thought I would post, not sure if it is of any interest?

May 5 (Reuters) - British consumer goods giant Unilever
on Wednesday said an overwhelming majority of its
shareholders voted in favour of its plan to reduce greenhouse
gas emissions across its supply chain to net zero by 2039.

The maker of Dove soaps and Hellmann's mayonnaise is the
largest company globally to give investors a say on its climate
transition action plan.

It said over 99% of shareholders who voted, voted in favour
of the non-binding resolution, which was released during an
online shareholder meeting.

"Climate change represents a clear and present danger to our
value chain," Chief Executive Officer Alan Jope said at the
virtual meeting.

"The overwhelming vote shows support to our ambitious
emission reduction targets."

The company's emission reduction plans include
transitioning to renewable energy sources, eliminating fossil
fuels from its cleaning products, reducing corporate travel and
refrigeration emissions.

ATB
AJP

Hi All
How many products are we involved in here?

Just had a quick look at the diaper range and .....
Polylactic acid (PLA), a plastic substitute made from fermented plant starch (usually corn) is quickly becoming a popular alternative to traditional petroleum-based plastics.
This is one of the ingredients, ours?
Many, many more products on the website
https://www.honest.com/on/demandware.store/Sites-honest-Site/default/Search-Show?q=home&lang=default
Just thought I would raise as another possible.
ATB
AJP

Excellent, enjoy the bracing conditions, take it it is not the best of weather on the west coast.
Your musings would be much appreciated, a different perspective is always good to have.
It it just the synic in me, that the mm's post a lower trade which has been held back to keep the price down just as it is starting to motor back up again?
given up trying to second guess the reasons behind such moves.
I will give you my back of the fag packet numbers
SP 25p plus by July based on 1/2 year results
Sale price £350/450 million by year end.
AIMO
AJP

Hi Dougerboy
Spot on with your analysis, the products indicated on our website only reflect what we are producing in-house as base ingredients and do not include any that are being manufactured under licence or any that are niche ingredients which are supplied under a code of confidentiality, plus what is still in the development pipeline and all environmentally friendly. the beauty being that this is not a one off supply of ingredients, but forms part of a vast line of repeat business.
You have mused previously and I know it is difficult without the 1st quarter numbers, but say for argument sake that we do $4.5mill for the first half, what sort of valuation would you ascribe to SP and what is our buyout price, as if we produce that kind of results then I cannot see being long before the big boys start queueing up at the door.
AIMHO
AJP

Definitely, we will see some volatility, without any news, as some look to play that share or move on to what they feel are better options, guess you just treat it as any other dip and buy more shares when you feel the price is right for you, we have to take the long view here as any share in the AIM can be subject to volatility, nature of the market. Buy the dips and sit back and enjoy the success later on.
ATB
AJP

Guess there will be those who want to play the share and sell out for the hope of a lower entry price, which is all part of the game in trying to get a bigger holding I guess, but not for me, fear of news moving the price sharply back up and having to pay a higher reentry price scares me too much for that, will just sit on my hands and what for the positive news to drop and the share to take off again.
Cannot see there not being news on some aspects of the company before the 1/2 year results
AIMO
ATB
AJP

When I look a bit deeper into Nouryon, it would suggest that we are becoming an integral ingredient designer and playing a major part in the eco-friendly technological advances that are being made.
ATB
AJP

Hi Dougerboy
Think that Nouryon is big for us too eh?
From 2020 sustainability report.
https://www.nouryon.com/news-and-events/news-overview/2021/2020-sustainability-report/
Driving sustainable innovation: 33% of Nouryon’s 2020 revenue came from Eco-Premium Solutions[1] while 21% came from the sale of those solutions with a direct customer benefit. Last year, Nouryon launched multiple new sustainable products, including: anti-viral paint coatings, bio-based products that replace synthetic polymers, products that reduce air emissions, bio-degradable crop protection ingredients, and products for cool roof coatings that save energy by reducing the need for air conditioning.
ATB
AJP

Hi Dougerboy
Given where we are as regards demand on ingredients, think that you may be correct about our production coming under pressure, what a tremendous position to be in.
ATB
AJP

Hi doughboy
Solvay are huge!!!!!, yet another strategic partner in the ever evolving picture.
Can we all see where this is going (mega)
All products here are under licence so should not impact our production capacity short term
AJP

Hi Estol

As per the website we have a long standing partnership with Solvay and these are products that derive from this.

Solvay use ingredients from ITX to formulate Phthalimidoperoxycaproic Acid or (PAP) under licence.

as far as I can see this is another revenue stream, please correct me if I am wrong.

ATB
AJP

Hi Grace83
I know, really need to get a job lol, suddenly thought that we have not heard anything on the Solvay front and thought I would have a look and see what I could come up with, hopefully I have drawn the correct conclusions, I am sure the others will check them out and verify if they are in fact part of the ITX family of products.
ATB
AJP

Thanks Thordon
Think I have just scratched the surface with products associated with Solvay/itaconix ingredients.
Think we may be in a holding pattern just now, until we get some news out of Itaconix, then we should see another leap upwards.
Have a good weekend
AJP

Hi Parob/Thordon/dougerboy or anyone that may also be on the ADVFN board, is it possible that you could post the info I have come across on that platform, as it is usually collated from there.
Looks like the Phthalimidoperoxycaproic Acid or (PAP) for short is in many many products, teeth whitening being another one that I have unearthed, I have only listed a few, but there are many more, need to get away from the keyboard for 5 minutes lol.

https://www.prweb.com/releases/teeth_whitening_giant_mibrite_redefines_the_industry/prweb17581366.htm

https://mibrite.com/products/ilustra-plus

https://mibrite.com/collections/whitening-pens/products/luminite-pink

https://uk.hismileteeth.com

multiple products containing (PAP)

https://whitesbeaconsfield.co.uk/?utm_source=google&utm_medium=search&utm_campaign=non-brand&utm_content=text-ad&gclid=EAIaIQobChMIraeg3oKm8AIVj5ftCh1knQ8tEAAYAiAAEgJ8o_D_BwE

multiple products containing (PAP)

ATB
Have a great bank holiday weekend
AJP

Hi Thordon/Parob
some more to be double checked and added to the list, if that is okay.

https://shop.shorrocktrichem.com/product.asp?p_part_code=LA068T

https://www.berwickcare.co.uk/gleemx-blast-laundry-destainer-10l.html

https://www.systemhygiene.co.uk/ice-low-temperature-liquid-destainer-10ltr.html

https://www.fairfieldcare.co.uk/ex3-britex-pro-laundry-destainer-10l

https://www.amazon.co.uk/Finish-Quantumatic-Automatic-Dishwasher-Detergent/dp/B0035LCUYU

https://www.aeb-group.com/en/remoxan-5108

https://www.amazon.it/Ossigeno-igienizzante-Perossido-superfici-pavimenti/dp/B08B1PG42Z

https://pgpro.com/en-us/brands/tide-professional/color-safe-bleach-laundry-additive

ATB
AJP

Hi Thordon/Parob

Sorry forgot to say that all these products were sourced from the CAS Number and verified on the Safety Data Sheets

The spread of ITX ingredients is far and wide !!!!

ATB
AJP

Thordon/Parob

Can these be double checked please and added to the list if not already there.
Did a bit of digging and as far as I can see Solvay still produces EURECO™ RP103 under licence with ITX
https://www.solvay.com/en/product/eureco-rp103-granular-grade-pap-powder-detergents

https://www.solvay.com/en/press-release/societa-chimica-bussi-partner-solvay-eureco-aims-growing-demand-eureco-products

These are the ones that I have found so far, there would appear to be many more, quite interesting the link into P&G with the Ariel brand

CAS-Number: 128275-31-0

Phthalimidoperoxycaproic Acid

https://www.solvay.com/en/product/eureco-rp103-granular-grade-pap-powder-detergents

https://www.pattersons.co.uk/horizon-bright-destainer-10ltr.html

https://www.pattersons.co.uk/ecobrite-safe-bleach-20kg.html

https://www.avodesch.nl/green-care-professional-system-whitekliks-10-ltr

https://www.discountedcleaningsupplies.co.uk/crystalbrite-low-temperature-destain-10ltr-crystalbrite-cle-crltd-10

https://www.cleaningproducts.net/ariel-professional-system-3-detergent-stainbuster.html

http://diverseysolutions.com/uk/Category/3000/Product/40377

https://www.spearheadhealthcare.com/Catalogue/Janitorial/Laundry/Laundry-Destainer/SANIBRIGHT-LOW-TEMPERATURE-DESTAINER-10-litre-SPD1455

https://www.indiamart.com/proddetail/viva-geniox-disinfection-and-bleach-20833184133.html

https://www.ceetekchemicals.co.uk/product/ldes15/

https://www.bunzlchs.com/Cleaning-Chemicals/Laundry-Detergent/Stain-Removers/Ariel-Professional-System-S3-Colour-Safe-Stainbuster-~p~032191

https://www.jangro.net/business-sector//catering/housekeeping/sovereign-low-temperature-laundry-destainer-5-litre

https://www.sutterprofessional.it/en/product/1300-stain-action

http://diverseysolutions.com/uk/Category/3002/Product/10276

https://globalconnect.blueleafcare.com/product/index/LA471007Excedo45UltraStainbusterLaundryDestainer-10ltr

https://jla.com/commercial-laundry-and-catering-detergents/laundry-chemicals/laundry-liquid-and-powder/ultra-low-temperature-destainer

Hi Sam
I think you would find that a lot of investors here, are of the opinion that this is still in its infancy and has a huge amount of growth to come.
ATB
AJP

Make of this what you will and maybe someone can correct this if it is wrong or misleading, but had a look at the major shareholders and their percentage holdings, went back through previous RNS's to pick up any that were not on the list and my calculations would suggest that there are around 100 million shares left in circulation, basing this on what I have gleamed, say there are 60 investors with an average holding of 1.5 million shares (90 million shares in sticky hands) and then all the other smaller investors on top of that, it probably only leaves a few million shares available to trade, or am i totally wide of the mark.
Can feel a blue day coming tomorrow
ATB
AJP