Member Info for AJP08

Hi Grace83
Not sure if this helps?
https://patents.justia.com/assignee/itaconix-corporation

Hi Falesta
Excellent find, well worth the watch, would guess if you are talking about disposable nappies, then there would be a link into the feminine hygiene products as well, the applications are mind blowing.

Hi DD77
sorry not on point, but loosely connected, when do we become the target for institutional investors (TR1) and when would we expect to start getting some broker coverage?
As for fair value, this is a bit of a moving target, as we scratch the surface and more potential products start to become reality then £40-60 m is a good starting point moving towards £100-120m by the end of the year, sorry that is a fingers in the air number, maybe someone can construct a model to substanciate.
ATB
AJP

Hi Grace83
Came across this, might help with finding products, with Itaconix ingredients by SCJohnson , you type in the chemical and they tell you what products contain that ingredient.

https://www.whatsinsidescjohnson.com/gb/en

ATB
AJP

Hi Foolsgold2.0
This can only add to our value !!!!

Hi all
Just revisited the full year presentation as regards production capacity and at that point John was talking about a timescale of two years before they would be doing anything on new plant expansion, "we currently have enough capacity to cover us for the next two years going forward" but the operations VP is keeping an eye on things and I guess this timescale may be reduced significantly as the order book expands exponentially, at that point I guess that there will be may options open to finance expansion, that is if we have not been acquired by one of the big boys (for mega bucks lol)
AIMHO
ATB
AJP

Spot on Smartinvestment.
Was listening to the podcast again and it is easy to miss or gloss over some of what was said, but when John said there is a $3/$4 billion addressable market in Acrylics, I guess that he is saying we have these ingredients done and ready to go, not in development, but now available for distribution to the market now?

Hi All
Wow what another great start to the day, remember that now a 10% rise is now 1p plus, when I first bought in here that was only a 0.1p then, changed days eh, long may this continue.
Good luck to all those who have moved on and a big welcome to all the new investors who have come on board here, enjoy the journey, as I personally think you have made a great choice.
On another note do we know who our partner will be in the eco paints venture, will it still be AkzoNobe, would be nice to get an update on this.
AIMHO
ATB
AJP

Hi Grace83
I guess that when we know that this is just the starting point for the share price to start taking off, then it still makes perfect sense to still be buying at this level and beyond.
ATB
AJP

Hi Grace83
I think that the major problem we have is that we may not be supplying say the product "Itaconix® TSITM 322" to SC Johnson for their dishwasher tablets, but we may as John has stated be supplying ingredients that form part of the overall dishwasher tablet as in say the Non-ionic surfactants, Enaymes or Polypeptides not sure what they all are but may use ITX ingredients as part of their structure, as was mentioned today in the podcast, we now supply ingredients in, if not all, then the majority of these types of products worldwide. That is why I think that it is almost impossible for us to be able to determine from the MSDS unless the CAS No or ITX ingredient is specifically mentioned.
Great work by all trying to decimate this information, but guess that manufacturers of the products, try and protect their formulas to keep ahead of the pack.
Sorry a bit long winded
Are we on the cusp of something really, really big here?
AIMHO

Hi Grace83
Did you find that we have ingredients in most of the Ecover products?, think this may be the same for the Method products as well?
Both from SCJohnson, which if I remember correctly is a $10 billion a year privately owned company.

Do not like to get too carried away with a shares potential, as it can kick you in the teeth, in particular shares in commodities as they can be so susceptible to outside influences, with this share there appear to be none of this type of uncertainty.
Not only what we have as a product base which appears to be increasing exponentially, but what also really excites me is the hidden applications that they have yet to bring to the market.
what is the expression "a diamond in the rough " think that possibly fits lol.
scared to put a number on how far this might go (mega), but will be holding tight, that is for sure.
AIMHO
AJP

Every chance, they appear to be in a position to select the best in the business to partner with.
Still getting NT for anything over 25000 shares
Would not want to have tried to trade this share and be scrambling to buy back in, will be buying at a premium.
IMO
AJP

Wow
As you say just scratching the surface.
Targeting to get a sizeable share of a $750 million detergents market !!!
Targeting to get a sizeable share of a $4 billion acrylics market.!!!
With further R&D projects that they had put on hold to be revisited.!!!!
This share just gets better and better, emphasis on increasing market share and every dishwasher product worldwide containing an Itaconix ingredient.
AIMHO
AJP

Spot on thank you, just listening just now.

Excellent news
Thank you for the update, the way it read on the link I had suggested that it was last week.
Apologies to anyone who I caused to miss this.
Foolsgold2.0 is these a chance that we would be able to catch a recording of this?
Sorry about that
ATB
AJP

Getting NT with HSD for 25000 shares, must be a real shortage of shares or a large order being filled?
AJP

Not a bad day here when you consider how badly some other stocks have performed, with the FTSE100 down 2%
Tomorrow is a new day with blue skies lol

Hi DD77
I do not think we can take past performance as the norm, given the last few years, as these have been very abnormal and totally disjointed.
I think that the hope is that as we start to get a bit of normality back, then we will get a more disciplined financial update structure, with two trading updates (April 1st quarter& Oct) 2nd quarter, half year and full year results (July and Jan), or is this an unreasonable scenario to expect?

Therefore with everything that is happening at the moment it would be a good time next week to release a trading update, prior to the podcast?

Resent due to poor diction lol
AIMHO
AJP

Hi DD77
I do not think we can take past performance as the norm, give the last few years, as these have been very abnormal and totally disjointed.
I think that the hope is that as we start to get a bit of normality back, then we will get a more disciplined financial update structure, with two trading updates (April 1st quarter& Oct) 2nd quarter, half year and full year results (July and Jan), or is an unreasonable scenario to expect?

Therefore with everything that is happening at the moment it would be a good time next week to release a trading update, prior to the podcast?

AIMHO
AJP