Member Info for Elsol

If the forthcoming investor call demonstrates further good positive market traction and momentum the SP must come back into alignment towards the prior investor round. More investors have to wake up to the reality of this small but compelling high growth and diverse branded ingredient investment platform. If I were John and the Marketing team I would be majoring on the below key text on the ITX homepage for investor core messaging:

"Itaconix develops, manufactures, and markets specialty ingredients used by brands to create the next generation of plant-based, high-performance products. Millions of households in the US and Europe use consumer products containing Itaconix ingredients and formulations."

GLALTHs...interesting times for sure

Thanks Foolsgold.....any other takers for last 2 Qs to be sent in absence of Wacca's response to ensure they come up on the investor session formally?

Excellent. John has confirmed receipt of investor call email with attached 10 key shareholder questions, so I would anticipate getting clear 2025 guidance in next few days, hopefully to be followed by more timely investor progress updates going forwards, as politely requested:

"Hi xxxx

Thank you for your note.

I appreciate your insights. We are eager to get our 2024 results and investor update out.

We believe we will address all of your questions.

[......(line redacted).....]

Regards

John

Appreciated Foolsgold2.0, please will you send 7 & 8 - HR and Sales model? We Await wacca to do final ones, but if he doesn't confirm there are 2 more 9/10

Thx. Enjoy your holiday Smart, no problem - if anyone else reading this could kindly volunteer for a 3 min task, that would be appreciated....

OK we wait for smart and wacca to complete the 10

Respectful email has now been sent to company with the below key Qs (slightly amended) for their advance consideration:

AJP/Smart/Wacca - please proceed to post your 2-3 Qs each on Meet Company web site as tagged in prior comms on this channel - thank you very much

SHAREHOLDER QUESTIONS - investor call 31 March:

1. Development of SAPs - following prior company notifications re: SAP market applications for ITX polymers, please provide updated guidance and perspectives on progress of SAP ingredient market access, any key industry collaborations and timing of possible launches. Have ITX reached comparable performance levels for water absorption characteristics and is it aware of any major market launch obstacles?

2. IP - regarding SAP ingredients, does the company have any specific additional key IP (patented or formulation tradesecrets) or In-Process IP that it deems critical for commercial success?

3. US Tariffs - please provide additional clarity on the likely impact of China import tariffs on the Company related to; (a) medium term trading headwinds and 2025/26F expectations - revenue growth and profit breakeven; (b) mitigation of said tariffs via supply chain sourcing elsewhere, and; (c) exemption for US manufacturers or alternative balancing tax advantages?

4. Profit Transition - when does the company currently expect the first full quarter of EBITDA level profitability?

5. SPARX – Please provide an update in regards to SPARX progress; "The program has a goal of having brands release at least ten new products generated from these collaborative efforts by the end of 2025"?

6. Manufacturing - are ITX now running two production lines, one where we are producing our standard ingredients used for formulation by the likes of Unilever, Henkel etc and one where we are producing dishwasher/Laundry Tablets/pods for smaller (SPARX) brands?

7. HR - are there issues accessing good applicants for the positions being advertised as some positions have had a requirement for quite a while?

8. Sales/BD Model - what percentage of new business is generated by internal sales team and what percent is generated through distributors or other agents. Is the company satisfied by current sales activity and its BD strategies?

9. Company Newsflows Cadence - behind the scenes, ITX appear to be delivering well on its new high growth - higher margin strategic model (e.g. growing revenue base significantly in excess of market). How is the Board planning to enhance shareholder communications (and cadence) to drive the ITX market message and to return the share price to where it should be, inject confidence back into the existing shareholder base and importantly attract new investors?

10. Capex – please elaborate on direction this year and what is driving high broker advised guidance – for uses?

Sorry link corrupt it's invite to questions for 31st

You got a bargain buddy. Itx just messaged on linkedin https://ci3.googleusercontent.com/meips/ADKq_NZYkgVQ7KpcbZbHCCYLoSIe4TBIXt1sir9xptlRhVXCeLQ1zx97JY69PyhGPXhnLeMxCiuIGeGzuZriVwXgoLadA5fbzg2ItXMt7L0ysyS0syQpzX9UUGuSQdcbIrAJB_1FEoN9CQF-kbKzHiFp15qSfv1sppXcl6x7oCP9UwjcSIsn3CVSmzeOXUu2du1jl3ondebKNpG6cpZaNQQzHt2GVT4cosA9_u1j-81PIC4zOP4u8CPT_n5MLhcbyoIHUheZN32_M7xR1AcyMsaAGdiCMch7raHPUekVWMR3g4JNbE3c-Us=s0-d-e1-ft#https://media.licdn.com/dms/image/v2/D560BAQEjrtsRN4SlmQ/company-logo_100_100/company-logo_100_100/0/1707756363314/itaconix_corporation_logo?e=2147483647&v=beta&t=jIgciiEbWPfAhiBAGkAe19qKAph1a-kNh9xX6MLUJ8E

Well at least Shorty oportunely prospered not just the MMs. Not sure company is totally to blame though , although will advise them to change positively in my email tomorrow re: stakeholder comms...

QUESTIONS:

1. Development of SAPs - following prior company notifications re: SAP market applications for ITX polymers, please provide updated guidance and perspectives on progress of SAP ingredient market access, industry collaborations and timing of possible launches. Have ITX reached comparable performance levels for water absorption? [ELSOL]

2. SAPs IP - regarding SAP ingredients, does the company have any specific additional key IP or in process IP that it deems critical for commercial success and is it aware of any major market launch obstacles? [ELSOL]

3. US Tariffs: Please provide additional clarity on the likely impact of China import tariffs on the company related to; (a) medium term trading headwinds and 2025/26F expectations - revenue growth and profit breakeven; (b) mitigation of said tariffs via supply chain sourcing elsewhere, and; (c) exemption for US manufacturers or alternative balancing tax advantages? [ELSOL]

4. Profit transition - when does the company currently expect the first full quarter of EBITDA level profitability? [AJP?]

5. SPARX – Please provide an update in regards to SPARX progress; "The program has a goal of having brands release at least ten new products generated from these collaborative efforts by the end of 2025"? [AJP?]

6. Production - are ITX now running two production lines, one where we are producing our standard ingredients used for formulation by the likes of Unilever, Henkel etc and one where we are producing dishwasher/Laundry Tablets/pods for smaller (SPARX) brands? [AJP?]

7. HR - are there issues getting good applicants for the positions being advertised as some positions have had a requirement for quite a while? [SMART?]

8. Sales/BD Model - what percentage of new business is generated by internal sales team and what percent is generated through distributors or other agents. Is the company satisfied by current sales activity and BD strategies? [SMART?]

9. Company Newsflow cadence: Behind the scenes ITX appear to be delivering well on its new high margin/growth business model (e.g. growing revenue base significantly in excess of market). How is the Board planning to enhance shareholder communications (and cadence) to enhance ITX share price, put confidence back in existing shareholders and attract new investors? [WACCA?]

10 Capex – please elaborate on direction this year and what is driving high broker advised guidance – uses? [WACCA?]

FINAL Questions for the Investor Call – subject to any further comments;

Action: Please all review final list of key collated questions for submission to mgt team pre- investor call. This looks to be in rough priority order but please revert. THIS WILL FOLLOW IN ANOTHER POST

Process/Proposal: The four nominated individuals (if they all agree), independently submit these respective questions below on the investor conference call platform in next few days. Elsol will send an email with full list directly to Company to kindly request advance review/due consideration and response focusing.

Aim: Tues 25th for email and submissions on platform.

We all report back on this thread once actioned

Next message I will repaste the 10 Qs - Wacca I modified your question but same aim

I'm happy to send full email list but think we shld segment Qs over say 5 of us on the proper channel. Otherwise the company handling may disallow 10 questions from one person!!

Maybe we can all repost this list with any changes with our Initials on

Questions (draft for comments) for the Investor Call;

Action: Please all review below list of key collated questions for submission to mgt team pre- investor call. This looks to be in rough priority order but please revert.

Process: We all independently submit our respective questions below on the platform and need to tag who is sending which ones. I will send an email with full list directly by email to kindly request advance review/due consideration and response focusing.

Aim: Tues 25th for email and submissions on platform.

QUESTIONS:

1. SAPs - following prior company notifications re: SAP market applications for ITX polymers, please provide updated guidance and perspectives on progress of SAP ingredient market access, industry collaborations and timing of possible launches. Have ITX reached comparable performance levels for water absorption? [ELSOL]

2. SAPs - regarding SAP ingredients, does the company have any specific additional key IP or in process IP that it deems critical for commercial success and is it aware of any major market launch obstacles? [ELSOL]

3. US Tariffs: Please provide additional clarity on the likely impact of China import tariffs on the company related to; (a) medium term trading headwinds and 2025/26F expectations - revenue growth and profit breakeven; (b) mitigation of said tariffs via supply chain sourcing elsewhere, and; (c) exemption for US manufacturers or alternative balancing tax advantages? [ELSOL]

4. Profit transition - when does the company currently expect the first full quarter of EBITDA level profitability?

5. SPARX - we are now say, 4-5 months into this initiative with no updates in regards progress towards; "The program has a goal of having brands release at least ten new products generated from these collaborative efforts by the end of 2025"?

6. Production - are ITX now running two production lines, one where we are producing our standard ingredients used for formulation by the likes of Unilever, Henkel etc and one where we are producing dishwasher/Laundry Tablets/pods for smaller (SPARX) brands?

7. HR - are there issues getting good applicants for the positions being advertised as some positions have had a requirement for quite a while?

8. Sales/BD Model - what percentage of new business is generated by internal sales team and what percent is generated through distributors or other agents. Is the company satisfied by current sales activity and BD strategies?

9 Capex – please elaborate on direction this year and what is driving high broker advised guidance – uses?

Hi AJP this is v long term R&D upside but v. heavy regulatory rules for pharma drugs so submit if you want to but "less maybe more" to get CEO/CFO focused on more near-term growth catalysts

Yes AJP, makes perfect supply chain optimisation sense and logic to have a non-exposed tariff channel to non-USA domestic end clients for sure, so maybe they are advancing this, and also alternative dual feedstock suppliers for raw material chem

Yes will action by end of week.

Dear AJP, not that I wish to see it, but are you compiling a very very long list of all end products found? How do you locate incremental ones v's ones on the list already? seems a very onerous task so thank you in advance....well done

What a weak, bully, bull+sh*tter Trump really is. The guy is an absolute joke, new 50% threat tariff on Steel and Aluminium from Canada. Now reduced back to 25% when he realises strong counterparty will not back down and called his bluff. REALISED FINALLY his voters will get kicked in the n*ts. Absolute to*s*r.