Member Info for AJP08

Apologies
Autocorrect must have stepped in.

https://dedcool.com/pages/education
Product is Dedcoll, targeted at the younger generation, but looks promising.
"Our alcohol is derived from corn based grain for the best fragrance delivery."

ATB
AJP

Hi All
Excellent start to the day, very hard not to get excited about the what we are achieving here and the huge potential ahead of us. Can see us closing in on 10p very soon.
Like to have a dig about and came across this one.
https://www.mintel.com/blog/household-market-news/5-disruptive-household-care-launches-to-watch-out-for-in-2021
Just with our presence in North America
Not sure if all of these are linked to ITX ingredients, but the P&G one looks very interesting, in particular with the North America and Canada link. P&G tie in combined with the Palmolive dishwasher tablet launch, this year, would be stratospheric.

The Dead Coll product could also be one of ours.

Thordon/Parob, is it possible that we could see if there is a tie in with ITX.

I think we are just scratching the surface here !!!!

AIMHO
ATB
AJP

Hi All
Good finish to the day, cannot beat some blue on the board.
Got me thinking, so had a look back at last years results
First half of last year we had revenues of $1.1 million and based on the presentation of a few weeks ago and the positive vibes that we were getting from John, what are the chances that we could surpass that total in the first quarter of 2021?
If that is the case then we are looking at a blockbuster of a year ahead.
Fingers crossed we get a first quarter trading update, if this happens then guess it may be next week at the earliest.
GLA
AIMHO
AJP

Excellent board to be involved in, with excellent insightful information being imparted and an excellent company to be invested in, does not get much better.
AIMO
ATB
AJP

Hi All

Was looking into why I have a substantial holding in this company and these are a few of the reasons that I could come up with, please feel free to add if there are any I have missed out on.

• Revenue/sales increasing by 100% to 200% 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)
• 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)
• We have reached breakeven and are moving into profit month on month
• Competent and enthusiastic BOD
• Further development with R & D projects to follow via John and Yvon collaboration.

AIMHO
ATB
AJP

Hi Dougerboy
That was how I was reading it, so glad we have come to the same conclusion.
I guess the GM level will be dictated in some respect by the larger players, large repeat orders commanding a more competitive price and for me the dishwasher products would have the lowest GM.
Would love to see the first quarter numbers as this will set the trend for the rest of the year.
John did say that we had made profit in some of the months last year, this year I think it will be every month and we will produce Stella figures for 2021

My predictions based on the fact we always have a stronger finish to the year, dictated by demand cycle, we have 3 new major product launches and continued take up by new and existing customers.
These numbers I feel may be on the conservative side.
1st quarter $1 mill
2nd quarter $ 1.2 Mill
3rd quarter $ 2mill
4th quarter $ 2.5 Mil
Total for the year 2021 $ 6.7 mill
AIMHO
ATB
AJP

Thanks Dougerboy
was just trying to get my head round the timescale, is this an annual bonus, performance related until the agreed maximum amount has been reached, or was this only applicable for revenues up to and including year end 2020?

Change days eh, from the document.would not like to try and estimate the number of brands now.
Itaconix’s products are high margin and are currently used in over 20 home care brand products found in major and specialty retailers across North America and Europe.

Have you sat down and looked at what you think the potential figured for 2021 will be in your opinion? Just looking to see if there is a consensus figure.
ATB
AJP

Had a little dig for information based on the performance related allocation of shares on Friday, obviously demonstrates that the company is doing extremely well, before this has come into play. If I have read the document correctly 2020 is the last financial year for which this applies, please correct me If I have interpreted this wrongly.

https://itaconix.com/wp-content/uploads/160620-Project-Romeo-opening-announcement-FINAL-1.pdf

Think on the back of this that we might see and update in the next week or so with the 1st quarter figures, which I think will demonstrate that we are going from strength to strength.

Well done to those who have managed to take some profit during the current rise.

Holding tight here as I feel there is still a lot of upward movement to go before I would consider reducing my considerable holding, definitely a once in a generation stock to be involved in, where its technological expertise in producing eco friendly polymers is becoming the staple ingredient of major brands throughout the world.

AIMHO
DYOR
Have a good weekend
AJP

Hi All
Think we need to remember that Nouryon is an integral part of our journey too.
Think that they must be playing a big part in this success story.

Link below to interaction with Nouryon.
https://www.nouryon.com/content-search/?q=itaconix

Link below to chemicals/ingredients that they have devised, incorporating Itaconix ingredients.
https://www.ulprospector.com/en/na/PersonalCare/Suppliers/581/Nouryon

Think there are lots of products that could be sourced via this link.

Our interaction with products across the home care and Personal care sectors spread far and wide, this is a top company to be invested in.
AIMHO
DYOR
ATB
AJP

Excellent post Enteleon

Was looking at the trading volume on the LSE board and the listing of buys and sells and they do not even come close to tallying up?
A few million of a difference, are these trades that are to be reported after the close? or are we looking at a big buyer coming in, price moved back a bit to scoop up shares to facilitate , or is this just another volatile days trading on the AIM.

Are we moving up on sentiment carrying on from the Final results or something much more significant? are we looking at the new base being closer to the 10/12p range until further information is imparted? all good questions I hope.

GLTA
AJP

Thordon, if you could pass this link to Parob please it will make his search a lot easier

https://www.acteraingredients.com/?s=itacon

Thanks again to RobRoy for assisting .

ATB
AJP

Think you need to look to the likes of Chilting for sound unbiased advice, investing is all about what you are comfortable with possibly losing and not what you can gain. lots of options you just have to go with what is best for you.
AIMHO
ATB
AJP

Those were the ones RobRoy, thanks for delineating these out for us, as I just gave the generic link to the website.

ATB
AJP

Hi Thordon

One more for Parob and co to look at, full list of products and ingredients, not all have ITX input, but quite a few have.

https://www.acteraingredients.com

Our ingredients are stretching far and wide now and i cannot wait to see what our revenues are for this year 2021 (blow 2021 out of the water), think we must be beating breakeven month on month now, this time last year the SP was at 0.6p wow !!!, where could this go in the next 12 months, now that we have ingredients that are forming an integral part of most cosmetics/consumer goods companies product base which means that repeat orders must be growing by the day, would we have more than one distribution partner, are Independent Chemical large wrought to cope with the demand, good problem to have eh?

Wow up 10% as I type !!!!

AIMHO
ATB
AJP

Hi Dougerboy

Had another look at that website and it looks like they are more than likely involved in packaging and distribution. Guess they must have a sizeable network and have local presence to us to make this feasible.

Listed as chemical they can supply.
CHT122
DSP-2K Gran
VELASOFT
CHT121 ????? this is a new one on me, maybe an earlier ingredient

Just gets better and better, nice rise today, we are starting to motor again.

Still think we will get an RNS this month, either a 1st quarter update or related to increased production/utilisation.

AIMO
ATB
AJP

Hi All
Are we outsourcing manufacture of Velasoft or is this just to aid our distribution network? no mention of anything like this in the final results.

Possibly another sign of how big this is becoming?

https://independentchemical.com/chemical-distributor/velasoft-supplier-2920.aspx

Quote from their website
Today, as the industry grows even more and expands in new directions, Independent Chemical, is positioned to manufacture and distribute an ever expanding range of products to support customers that include the world’s most sought after consumer and industrial brand names, in such product areas as nutrition, cosmetics, seafood and meat processing, baking, graphic arts, environmental services, and more.

ATB
AJP

Hi All
Looks like we are starting to move up again, lots of excitement and enthusiasm being expressed on the ADVFN board with much more product finds and musing of potential revenues for the coming year beating 2020 by a country mile, general air of positivity, which is spot on, wish I had a crystal ball to see where this SP will be by the end of the year, 15/20p ?
As I have said many time here I think we are just scratching the surface as regards our potential, which really excites me for the future of myself and all long term investors here.
wow 7p broken as I type
AIMHO
ATB
AJP

Excellent news.

And we have the 3 major brand releases to look forward to in the second half of the year, which is not that far away !!!

ATB
AJP

Thanks Itacon
How fortunate are we all to be invested here, the potential here is enormous.
Did you look at the Nouryon list of products I posted (huge)
ATB
AJP

Thanks Itacon

Just thought with the speed with which we are growing and the confidentiality with is coveted by our clients, that they're maybe is not much room to crow about contracts won, but 1st quarter revenues would be immune to this?

I am sure if there is something we need to know it will be imparted to us.

AIMO
ATB
AJP