We would love to hear your thoughts about our site and services, please take our survey here.
Agreed I think the value of the company with its BS cash should be at least GBP35m with near term 2024 F revenues. So at some point we should see a shift back to its higher average mean as seen in 2022/23 once investors see this is well oversold last year
At some point if we grow our revenue line significantly there will be a lucrative exit for all shareholders for sure. It will come from bulk up with another synergistic eco chemicals player or a company we are displacing from their existing markets. That's our future. Growth = value = cash in your pockets. AND it won't be just driven by absolute EBIT quantum. This is an innovation driven business with a different value proposition.
There seems like a misconception here about shareholder value maximisation and undue focus in profitability. What would you rather prefer a 6% EBIT margin in Fy24 for 3 years with a 10% compound revenue growth or a 2% EBIT margin and 25% revenue growth. Think about it...I know what I would want.
It is possible to predict revenues from deliveries in principle but there could be fluctuations in stock level to mitigate risks for transportation and supply. Its a good idea to follow the medium term trends in supply as they must correlate and inform future orders/revenues and profits...
The share price has become detached from true worth on this stock so at some point it means a significant rerate. It may not be before Xmas but it's coming at some point the EV revenue multiple exc.cash is ridiculously low for a viable high growth speciality chem company turning profitable from now onwards
The COP28 global members all voted for the decarbonisation plan today so we've got to benefit with this tide and growing investor awareness stateside particulary in 2024! I think a smart new ITX web site is planned to leverage market impact too to marry with investor courtship and broker messaging activity.
Unfortunately the typical past shareholders here may have wanted more more more and quicker than what has played out in reality These guys are almost sold up now then we will get some momentum back in here from now on with a more pragmatic shareholder base that can see the obvious share attractions for medium term investment starting today.
Seems like we have had persistence of private investor(s) bailing out after waiting for short term 2023 multi-bag returns. But now we appear to be sifnifucantly oversold even given the macroeconomic headwinds. I'm all invested fully already unfortunately, but new investors should see the big upside 2024/25 for the share are we get closer
Reposting since last message not showing for some reason. Apologies if its a double up later. Looking forward to 2024 and more US investors being galvanised by constant drip of anti fossil noise. Here is Biden at UN General Assemby today: "On climate, President Biden says he's treating it as an existential threat, and the world needs to reduce its dependence on fossil fuels"
Looking forward to 2024, the drip drip of anti fossil will eventually galvanise some major US investor ITX interest. Here is Biden at the UN General Assembly today: EG. "On climate, President Biden says he's treating it as an existential threat, and the world needs to reduce its dependence on fossil fuels"
Yo 87. I'm not sure you fully understand the ITX business model from your message...its a major R&D driven innovator with good IP and sticky growing customer base and new exciting avenues to explore commercially for long term growth performance not Q by Q earnings profit or loss management. The current price reflects poor UK investor market right now but will rebound strongly once the embedded strategy plays out. Until then it's a strong hold and wait for the gold. IF We do launch in some major other markets then the incumbents in those spaces may bite their arms off to buy this baby at a massive SP premium and yes we may not be massively profitable at that time.