Member Info for Deivisss

I think the share price likely stays at these levels for the short time, as there are not many catalysts expected other than the TU and results. Short term there are plenty of other opprotunities that offer more potential.

My investment on this is for the long term, so if the revenues keep increasing at a similar pace, we get closer to profitability, for LT, it is great that the price stays at these levels to keep accumulating with a more and more protected downside ( as the EV/Sales ratio should be decreasing if this happens). And when profitability kicks in, there should be a strong rerate (the question is when). I do not want the company to spend much on marketing until it gets profitable, although a few more PR would be appreciated.

It might behave similar to iofina plc, which is starting to rip now. Iofina was growing revenues at approx 20% and it hit profitability on 2019 becoming a 3-bagger. They needed to build up new plants and spend on capex, which will happen at some point here as well. Then stock did nothing for many years and it is ripping now again. Will 2027 be the 2019 from Iofina??

Worth noting that the margins from Itaconix are better than Iofina, so the operating leverage should kick in harder as we scale.

Not FA, DYOR

I have been holding this for more than 5 years now, so obviously underwater. But I believe this looks much stronger than ever.

I like that management has been dling what they said they would do. They said it was best to launch products first in NA as it was easier for adoption, and then Europe usually follows, and so it has happened with the detergent products.

Thisbis a growth stoey, and growth needs of capital, so I like that growing at a 60%, losses have been narrowed down and we are close to breakeven, finally and hopefully this FY.

The tailwinds of using non-oil based products is not disappearing anytime aoom, and products are more cost-efficient, so it ia just a matter of time.

But this is not an "exciting" stock. It seems the stock will bore investors to death, while fundamentals keep improving. When it goes up, it will go up hard (maybe because it is acquired by a major firm)

So I believe that if execution goes on, patient investors will be rewarded here. All IMO