Member Info for dougerboy

I agree Elsol. The raw material prices of Fossil Fuel derived material inputs (eg. acrylics & plastics) will be going sky high for the likes of Unilever, Colgate-Palmolive, P&G et al. Their product managers will be tasked even more now with environmentally focussed value engineering to future proof established consumer brands. Come on, ITACONIX, get in there and help all those product managers!

Well done Andrew I got a few more this morning at 3.43p. Challenging times.

Elsol I drive an old BMW E39 2.5 cost me £700. When ITX “kerchings!” I might get an E-Scooter too!

SB, it certainly is wierd. Other stocks with defence exposure, Rheinmetall, BAE Systems, Chemring et al are way up. We should be too. War also leads, I would have thought, to FTC defence comms customers ramping up their spends.

Given what has developed it should be a slam dunk YES. A country owning & developing its own strategic resources and reserves seems blindingly obvious - especially now.

Quote of the day from JS: “what we are doing is Science FACT, not science fiction.” Brilliant. If I was one of their sales guys, that would be in my pitch.

Also LONG Term, partnering with someone with a view to have IA Fermentation plants, one in Europe, one in the US... interesting!

Wow, think John must have had porridge for breakfast and then haggis for afters. Never seen him so upbeat at nit giving too much away lol. I heard they expect to hit 2022 numbers and 2023 should be really exciting. Also I think I heard the VP Sales Position had been “taken out” with a sales reorganisation - looks like it according to LinkedIn she left in Aug’21! Wasn’t there for long.

I’ve been worried about that too in the past BH but John Shaw has been ver assured on that point - it’s been asked several times - on previous presentations.

The link below also shows plenty of IA shipping into USA last month from China.
https://www.zauba.com/USA-import-itaconic-acid-data.html

A 20% drop on the movement of around £40k worth of shares is ridiculous. So I bought another 50k at 3.8p. I didn’t expect that to happen!

Sorry to hear that FG. Condolences and fortitude I send to you at your time of loss. DB.

We can FrozA. The 23rd is my son’s birthday, c’mon John give us a wee pressie!

AJP - I hope he’s set it up to tell us the company will 100% reach Breakeven this year and we have brought back on track that revenue growth curve - but I doubt it! If he did, we’d be straight to 20p. It’ll probably be steady as she goes. I’ve submitted my questions BUT forgot to ask How the new VP Sales Monna Manning is getting on. Maybe someone else can.

Haha, JD yes I know what you mean - BUT I’d be more worried if he adopted a different persona and told us everything was GREAT! It’s just not his style, which, admittedly, is not everyone’s cup o’ tea.

Could be WD. If there is a $ figure for business interruption insurance (assuming they have that) I wonder what it could be.

That’s my questions in. Should be interesting next week - it’s been quite a ride of late. Pushing back release of final is also not without reason, may be as simple as getting lower audit fee (outwith peak period) or there is a nice big train coming down the track loaded with (hopefully good) news lol.

Yes Smart, right there. If it powers on ahead, I might even top slice & buy some more here lol!

Frozen Assets, Breakeven is way north of $5M annual sales at historic GM (around 37%) - so let go of that straw and grab (like me) the two with the forecast numbers for 2022 & 2023!

A solid set of results and very much looking forward to the next couple of years.

I love Reindeer too. One of the best meals I ever had (in Finnish Lapland) was smoked haunch of reindeer, cured reindeer tongue, and seared reindeer liver served with a cloudberry compote. I enjoyed it a lot. Sustainable reindeer herding involving the killing of animals for human consumption can coincide with sustainable mining for human consumption.

Nice find Thordon. I found something too: Looks like our new (in the job over a year now) VP Sales has also been an inventor in the past:
https://patentimages.storage.googleapis.com/58/f5/57/e5dd31dd04f8d7/US6329353.pdf

I hope she’s “inventing” big sales opportunities lol