Member Info for chilting

Maybe we could see a US or EU supplier for the raw material or maybe Itaconix should consider doing this themselves.

Also there has been research underway to produce Itaconic Acid from wheat straw, but its seems work is still needed in this regard.

Forget the flack and just hold or buy - there is plenty of good news, already announced , to make 2025 a good year for Ceres and it has nothing to do with Trump.

Smart

The problem with Itaconix commenting would be that would also lead to speculation - why did they need to? - and only heap more pressure on the SP.

The problem is that this is all hypothetical and we cannot expect any company to comment on what might or might not happen but of course the market does speculate and will do every time Trump opens his mouth - not good!

AJP08

That is certainly plausible, but not sure its a theory I would like to see put to the test.

We should also consider what a Vance presidency would look like, Trump is a sick man with legal problems, there are grounds for his replacement using the 12th Amendment. Vance is very much a Elon Musk stooge - I cannot see Musk wanting any tariffs.

My principal concern isn't Trump's tariffs, its Chins's reaction and other reaction from around the world.

Trump has the potential to cause a trade war.

Politics has to be factored into all investment decisions.

The old adage - Its all about the economy stupid - doesn't seem to be true anymore - the US economy has been doing well under the Democrats.

What we are seeing now, after Trump, Brexit and the last General Election with the rise of Reform, is that bigotry and prejudice guide voting.

Not at all 1863

The Chinese are going all our for renewables and the Europeans are not far behind - even the UK has its wind power.

If the US falls behind that will only benefit the markets that Ceres has a stake in.

Don't underestimate how the renewables market is going to take off over the next five years.

What a reaction to a Trump win, its obvious that renewables will take a hit in the US - the idiot will see to that.

However, Ceres doesn't have exposure to the US market and the failure to develop renewables there will give China and the rest of the world a clear run to develop the industries that will run on renewables at considerable cost to the US in the long term.

So, very good news for Ceres.

Yes, certainly don't sell but a bad situation.

Still in shock over Trump's win - certainly not good news for Itaconix.

As with all investments you have to have confidence in the company you are investing in, while accepting a level of risk and spreading you investments as widely as possible.

Investing in AIM is problematic because the SP's of the companies listed are so volatile and often don't represent the value of the company listed on a day to day basis - this has to be factored in and risk assed.

Its no good panicking and selling every-time the SP tanks - just hold for the long term as long as you are comfortable with that.

Its bad all round today - AIM amplifies the pain - nothing to do with Itaconix - provides a great buying opportunity if you need a top up.

Its probably good news that this years crop was smaller, the most important thing is that the quality is excellent - comparable to 2019.

When it comes to marketing they will have the 2023 crop for the mass market with the 2024 to follow the 2019 for specials at top price when the 2019 runs out.

This hurricane season will probably set new trading records for Ashtead in the US.

The area affected is so much larger than in the past and the support needed will be ongoing for a much longer period than usual.

Its a good bet that CWR will be back into the FTSE250 in the December shuffle.

Current market cap is around £540m with a FTSE250 auto inclusion at currently around £570m or just 295p per share.

This is probably helping to push up the SP - institutions will be buyers.

Wacamacca

Your comment is very valid on most occasions.

But, examine the basic facts here.

Itaconix took a hit by ditching the less profitable business - that resulted in lackluster numbers - SP slid.

Now they have increased margins and started to develop new markets.

AJP08 has noted that raw material deliveries from China have increased - confirming good trading.

I think we can expect the next trading update to be very good - hence the optimism.

I think we can be very confident that the next RHS will contain good news - probably the December trading update.

In the meantime the market dynamics have taken over and the SP is sliding.

For those who are wanting to add and for new investors this presents a fantastic buying opportunity at anything below 140p.

Yes, as soon as mass production of Ceres product begins with any of the partners the cash and profit starts to flow.

The tap opens with Dosan next year.

All the hard R&D work has been done, now its cash counting time.

380p brings the SP comfortably back into the FTSE250 - about 310p is needed at the moment.