Member Info for BodRuncie

:)

https://www.researchgate.net/publication/269583073_Review_of_Maleic-Itaconic_Acid_Copolymer_Purported_as_Urease_Inhibitor_and_Phosphorus_Enhancer_in_Soils

Scientific research paper looking at Maleic itaconic acid copolymers for use in soil, from 2014, relating to Avail and Nutrisphere.

Also, the AVAIL page you linked to Thordon is copyrighted 2015.

Doesn't seem to be linked to ITX unfortunately.

Agreed. This is a quietly confident, well-run company.

They are weathering the economic headwinds with impressive resilience. It goes to show what a nimble, forward-thinking board can achieve.

One to hold onto for sure.

More numbers, more delays, no interest in a takeover.

Zzzz. back into the bottom drawer.

typo: £18k and £9k (not 39k) Croda purchases.

Still good news tho :)

2 more Croda director purchases RNS'd today: £18k and 39k purchases from 2 of them.

There is a lot of internal confidence in the direction of the specialty chemicals sector.

RNS released today, a Croda NED bought £53,000 worth of shares at full market price.

Must be confident that whatever economic tailwinds are coming up won't affect Croda too badly. And if the market for Croda's products is performing well, then that's a good read-across for ITX too.

Maybe the traders who sold BLU at a loss to buy into TNT can now sell TNT at a loss to buy back into BLU :)

It's an illiquid stock so very few buys/sells and a wide spread. Only 2 trades yesterday, both buys.

Still, it's nice to the sp rising rather than falling.

But these shares are tightly held, so any real positive news will cause a rocket.

Of course it's Duke.

He's a gambler, addicted to chasing the pumps and other get rich quick schemes.

It's an excellent read-across for the sector if Croda are doing well at the moment, especially considering how many products have itaconic acid now in their formulations.

A rising tide and all that.

Difficult to say. There is an identical trade printed yesterday after the close. I don't think the bid was up to 280p yesterday, so more likely a buy based on yesterday, btwfdik.

If there's one thing I've learned from the stock market (especially AIM stocks) is that the seller is never done :)

This share or any other. There is always "The seller" who is "holding the sp back"!

Seller must be desperate. I just paid 14.38 for a top-up.

Excellent summary, Justdeezerts.

That was certainly my impression of the price drop at the time. The 18-24 months comment.

However, knowing that the board like to undersell and overdeliver, and knowing that the world (esp. UK) has been an absolute sheisse-show for a few years now, it is very prudent of Jon and the ITX board to play it cautious. Who knows what black swan event(s) might occur, or when the PM might open her mouth again, and send the UK's valuation and reputation plummeting?

My view is that 18-24 months is the cautious view, and that, barring unforeseen mini-budgets from any of the next several chancellors, the route to profitability will be quicker than that.

Stating a quicker timeframe would only leave them open to missing that target. A smart CEO will want to exceed targets. Jon is a smart CEO.

(last post)

Pendulum are aiming to be the picks & shovels in the DeFi bonanza. A good place to be.

I can see why Nick Slater has gone so big!

Ragnarr.

Thank you very much, that's what I was hoping for (a future not necessarily dependent on BTC and dogecoins!).

I'm right there with you, Sparky!

Wishing you all the best :)

I'm looking to add to my holding, but it's like playing a game of chicken with the share price.

I have no concerns over the company, and the share price is a great deal at the moment. No doubt this will be well over 5p in the medium-term. It's just what's going to happen in the short-term.

Truss or Kwarteng could open their mouths any day and cause the markets to lose 10%. I'm not convinced the damage the current Govt is doing is over yet.

Just hanging on for the mean time, but if the share price does drop it gets more and more tempting to add.