Member Info for dougerboy

All good AJP. Just crossing fingers & toes and sitting on my hands waiting patiently. Been looking for IA November import data, but no joy yet - unlike your wipes sleuthing!

The executive team are due one last “payday” from their current incentive programme which is based on released 2022 results and amount of revenue growth achieved - so we may find big news items will be released around that time also.

I can see a steady as she goes communication coming, but momentum building after Q1 2023 - which isn’t far away.

Any thoughts on this Thordon? (from 2014)

https://www.winfieldunitedcropnutrients.com/WUCN/media/WF_Crop_Nutrients_Images/Pdf/CN_SDS/SDS-AVAIL-Liquid-Verdesian.pdf

Thanks
DB

7ver. As you say: Bring on next week and the week after and the week after that and so on - but that all depends if we align ourselves with the Itaconix revenue growth curve - which I do - altbeit delayed!

Great post Smart. And glad to hear you’re still adding,

Haha nice one RR. A different piece of analysis for sure, so could in theory be tomorrow - in which case, take a bow!

Thanks Thordon. If I was ITX CEO, with an announcement like that, where my strategic customer Nouryon, had just acquired an Agri-Fertiliser business with Green credentials, I would be straight on the phone to set up a 3-way meeting. So short answer, yes, I hope there is a good fit with upside for ITACONIX.

20p second half of ‘23 would be my take, based on growing input volumes, growing revenues, break-even being reached, product roadmaps continuing to deliver, strategic partnerships. Until then, I think there will enough to keep the share price ticking along and not forgetting a lower share price until release of 2022 results is a better share incentive earner for the management team - who like many of us are in for the long term. Just my view!

Yes, don’t post much myself there Thordon - some things too hard!

Staying with the agricultural theme, though, this is relevant:
https://www.nouryon.com/news-and-events/news-overview/2022/nouryon-to-acquire-adob-fertilizer/

Hi all this company and share can cause some frustration, as seen in a few recent posts. So, getting back to the knitting, as it were, when do we think Break Even is going to happen? After which, it is presumably „game-on“ and a trajectory of increasing profitability. We drift where are until B.E. is clearly viewed. My view is 2023.

Great AJP! If I’ve read that right: another 40T delivered on 15th October. Hopefully gearing up for a fantastic 2023.

Hi AJP

What I meant is £13k is hardly anything, resulting in a 5% SP reduction, leaves a bit of a whiff!

£13k worth of shares transacted today - nothing - and down another 5%…

I shmell a rat.

I’ll be right behind you Smart, but I’d be surprised, to be honest, which is why I bought another 50k yesterday!

I‘ve just found time to have a quick run through the presentation from the last update and there is a LOT of great things in the pipeline. 2023 is the year of delivery for me - been saying that for a while now - and if the management team can hold on to the timelines given for their other pipeline projects, then we are really off to the races. The presentation - and it is the nature of Itaconix we have come to know - feels underplayed (good!) as I don’t like overpromising. On that basis I wouldn’t rule out one or two present surprises appearing - but probably not til 2023. Just my meanderings!

https://www.investormeetcompany.com/investor/meeting/final-results-31/presentation

That is spot on Thordon a long way back in my early posts $8M ballpark was the breakeven number I arrived at.

You might be right Surfie, so I might buy some more then. The question is: do we believe we are making and progressing the journey along the much publicised revenue growth curve and is that progress likely to continue. In my mind it’s still a yes to both those questions. I’ll be keeping an eye on inbound raw material shipments, which is a strong bellwether.

Thanks Smart & Surfie. It will be interesting to see where we are in 12 months. Many of us LTHs are aiming for the the triple 20 on the dartboard with a bullseye finish; when I started investing in ITX a while back, a major factor for me was protected IP products delivering belief in the revenue growth curve - which hasn’t changed - except we are now further along the revenue growth curve. A while back I said 20p by ‘23. I’m sticking with that (it might be be 31/12/23 admittedly!)

Good post RR. We are not far off 2023 and with some hefty raw material shipments coming in of late, it seems like the stars may be aligning. I’m now asking myself (again) what is the maximum amount of raw material which can be processed per month. Because if production capacity is at 2/3 utilisation based on latest raw material receipts, that puts us on $1M/month sales. JS has previously stated existing factory capacity when maxed out is good for $15M annually.

Eh, *a good idea and a good product isn’t enough* - you are bang on. Just as well Itaconix has multiple patents, products, and a product roadmap of its time. Doesn’t sound like it’s the right company for you, given your single idea/single product analysis, so maybe best sell - someone will give you 5p for them!