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As AJP pointed out Croda definitely coming back in fashion for main street investors after the lull and that should fuel ITX SP as a potential suitor and benchmark - will give Croda higher M&A fire power again. Just took a look at the web site - almost a replica of ITX vision and mission bodes very well for sustainability and performance ingredients themes.

Croda - Our markets:

"Developing and delivering innovative, sustainable ingredients is at the heart of our business. These ingredients are often only a small percentage of the finished product. However, it is that percentage that makes the difference by delivering unique performance benefits."

Sustainability | Croda https://share.google/INYbW03WM6nMd1XYN Sustainability spans every area of our business and is a crucial way we add value to our customers.

In my opinion Octopus if they are still selling they are not maximising their slice of the ITX cake. If they let the SP move ahead they will recoup better prices rather than settling at around 120p! Crazy strategy with the SP ready to fly up a bit

With all the downstream ITX distributor selling going on its fun to just watch this grow snd diversify in all new application areas and different product brands. I think the original investment case is now becoming a true reality. Well done to all those that have held. Its now looking pretty good for new 2026 investors onboarding given prior very oversold SP on an upward trend line again.

Obviously good news for all US businesses, especially small ones that in the fullness of time may get their tariff taxes repaid. I don't underestimate however the level of skwerming nd scheming that DT will be doing right now behind the scenes to reinvent another crooked route to re-rodger unsuspecting business owners via another approach.

Typo sorry in last post; The next stop after the March CEO update is the 255p investor round, I think we will track up to that pretty quickly post end March once business growth and profit trajectory is re-confirmed again. The old legacy ITX underperformance is well behind us now so onwards to a thriving business model. If you're out on the sidelines you have a few weeks left to jump aboard is my advice. DYOR.

I think the next stop after the March CEO update is the 255p investor round, I think we will track up to that pretty quickly post end March once usiness growth and peofit trajectory is re-confirmed again. The old legacy ITX underperformance is well behind us now so onwards to a thriving business model. If you're out on the sidelines you have a few weeks left to jump aboard is my advice. DYOR.

AJP, thx for many posts today with Intel. Seems very busy over in the ITX factory at the moment. I had two separate emails out to the company during/after the Florida congress (John/Laura) so can only assume the 8g tab news will form part of the 'big air' splash CEO / CFO presentation re: 25A and 26F Outlook. Keeping everything under wraps for now but looking 👍 great is my take.

At some point the share price will have to track the revenue being delivered it cant stay stuck between 100p-120p. We appear to be heading toward $15m ish revenues for 2026?. If you workout the sales multiple then the business needs at least a 50% SP rerate is my estimate by end of H1. So if the March ITX pitch is where we think it is headed (metric tons volume, more of the same growth) then there could be your answer - its only a matter of time after a very long wait. This is now a viable and very investable business. We just need other investors to see this and they cannot ignore it given all the fundamentals feeding off FY25 result.

This guy is a major banking specialist in sustainable tech and nice to see focus on debt finance so perhaps he sees this as a rather investable growth line to co finance ITX if needed with cheaper cost of capital strategy. now we are headed to near term profitability it now gives banking advantages.

This could be a disruptive tech advancement that one big company may want to bring in house for brand competitive advantage.

I cannot quite fathom as yet why there was no investor update on this new smart ITX tech. advancement so I share your optimism on this one Smart and await the investor call and Q&A or some news sooner. As you say we are absolute pocket change for BASF, and if they are interested then easily could be well above 325p exit driven by business combination related cost synergies, global marketing reach /market power and wider portfolio benefits for BASF shareholders. But pls DYOR.

Thanks Smart, excellent find and great plug for ITX with a revolutionary 8g pod size that must be pushing some competitive displacement risk thoughts in some laundry and dish Executive marketers minds.

AJP I really like the sheets because you can modulate the amount you put in depending on the load size and dirt level. Why waste detergent when you don't need it. ECO friendly.

Nothing as yet AJP. All under wraps for some reason so doesn't make sense to me at this moment in time - unless they are super busy with post trade show enquires... its got to come out soon given final results.

Maybe someone got wind of a smart growth fuelling acquisition of ITX at £50mGBP+ now we are rapidly skiing downhill! ⛷️ for more revenues and profits

For sure,....Im still awaiting further company news from last week's Florida mini dish power tab. launch. Unsure why it seems under wraps but they will have to reveal soon at the FY presentation pitch Q&A or perhaps before!

I just hope there is a big global brand endorsement with chunky supply agreement for the new mini-size ITX dish formula. That may quickly change investor dynamics overnight as people realise all the upside from where we are today on SP.

If there is a big reveal in the cards here, the price could rapidly flip close to the original investor case @255p (5.1p in old legacy shares). However DYOR - I'm connecting dots on John's 2026 statement that this year "will" be another record year and the near H2 EBITDA breakeven guidance (raised volumes /supply driven), together with the new Florida covertly announced cleaning formulation - and no RNS as yet (silence). Could be a large commercial launch yet to play out here and the delay is due to crystallisation of that event and creating a big bang marketing ignition. Smart, like you I'm trying not to get too excited for what's next but we have the potential for very different investor dynamics in coming weeks and with interesting questions for the FY25 full results session to play out.

I hoping on a response in next 2-4 work days from either JS or LD after the congress. Sure looks interesting - its mostly out of the bag in Florida with a selective audience of potential clients but investors also need to be aligned soon if we have a new competitive edge or innovative smart product.

Could this explain slight delay to RNS on this new product tech - if there are other connected parts to the technology not yet agreed with third parties? all conjecture but a possibility - I was quite confused that no RNS was out yet but Im sure we will uncover this soon.