Member Info for Elsol

Thanks parob. Great market research and really appreciated. Re: new emerging end users. This is really getting very diverse for end user applications and demand pull for ITX right now, but brings the issue of handling lots of smaller accounts that I'm sure will blossom. I think there will be a large account win in 2021 that may put 30 to 40% volume upside through the company since there are many larger hydrocarbon supply chain kilograms that must switch to this green cheap supply soon..

Yes, hello majorboy now named sayamla? or something very similarly made up. Did you use a scrabble bag to pull those letters what a sado character you are. To think you had to take revenge to filter me when I had already filtered you recently legitimately for being a non grown up. Do feel sorry you having no adult friends but maybe see a counsellor to see why people find you objectionable. I feel sorry for people that their childhood memories were destroyed because their pet dog would not play with them until they had a pork chop hung around their neck.

Should clarify think they are buys

No surprises there MMs friends are they? So as not to spoil trading hours prices.?

Wololol you keep banging on about DMTR but as you can see the important aspect is the timing of your investment with respect to the hockey stick growth curve which seems to be just being realised for ITX. I do think the risk discount unwinding effect here is VERY considerable and still will continue during 2021 so my advice is stay put. The performance trend appears fantastic here and the valuation multiples will only expand as the visible risk in the portfolio reduces.

Sorry! Unintentional duplication

Copied from a poster on ADVFN. BB
She seems a very good hire with a diverse experiences. I like her mentioning financial analysis driving cost control and efficiency. Just what ITX need to increase profitability going forwards for 2021+

Here is Helen T Cane's linkdin profile:

About

A leader and facilitator of diverse teams striving for excellence in productivity, quality, and operating cost reduction with a commitment to the highest standards for safety and environmental sustainability. A passion for collaboration and developing/challenging her teams with solid record of continuous improvement in an evolving industrial marketplace. Enjoys interface with suppliers, customers and community relations.

Proven track record and experience qualifies me to be VP of Engineering, VP of Operations, General Manager, Operations Director, Regional Operations Manager and similar type positions with both large and small companies. Dynamic leader that likes Continuous Improvement in processes and people

Specialties:
* Operations Management chemical manufacture
* Turnarounds and start ups
* Semi Conductor High Purity chemical manufacture
Financial analysis to reduce variable and fixed costs
Lean Manufacturing and Benchmarking
Strong facilitator, Team building expert, change agent
Process Safety Management & Process Safety Engineering
Communications/Public Relations - media trained
OSHA and EPA regulatory expertise, interaction/inspections
Troubleshooting & Root Cause Analysis
Distributed Control Systems knowledge
Responsible Care Implementation
Knowledgeable in Logistics

Copied from a poster on ADVFN. BB
She seems a very good hire with a diverse experiences. I like her mentioning financial analysis driving cost control and efficiency. Just what ITX need to increase profitability going forwards for 2021+

Here is Helen T Cane's linkdin profile:

About

A leader and facilitator of diverse teams striving for excellence in productivity, quality, and operating cost reduction with a commitment to the highest standards for safety and environmental sustainability. A passion for collaboration and developing/challenging her teams with solid record of continuous improvement in an evolving industrial marketplace. Enjoys interface with suppliers, customers and community relations.

Proven track record and experience qualifies me to be VP of Engineering, VP of Operations, General Manager, Operations Director, Regional Operations Manager and similar type positions with both large and small companies. Dynamic leader that likes Continuous Improvement in processes and people

Specialties:
* Operations Management chemical manufacture
* Turnarounds and start ups
* Semi Conductor High Purity chemical manufacture
Financial analysis to reduce variable and fixed costs
Lean Manufacturing and Benchmarking
Strong facilitator, Team building expert, change agent
Process Safety Management & Process Safety Engineering
Communications/Public Relations - media trained
OSHA and EPA regulatory expertise, interaction/inspections
Troubleshooting & Root Cause Analysis
Distributed Control Systems knowledge
Responsible Care Implementation
Knowledgeable in Logistics

The H2 performance must be on track Eg good!

The reason for this rise/correction is that the original investment opportunity is now being delivered strongly. Even at simple cost of historical R&D and market expense invested this must be at least 35m GBP so that's the minimum I would see as a value benchmark for ITX. And of course Biden is very pro Green environmental and Covid cleaning tail winds 2020 - 2021

Thanks SYNGOLD for your words of wisdom; the issue I think is that most brit investors like to make a quick buck and run off....no patience. We need to be more like the Yanks. They identify an investment knowing its going to return handsomely then stay there toachieve it. That's my take on this volatility of SNG. I've said before if your invested go chill and cone back in the summer of 2021 when all this stuff unravels and enjoy your big gain. Its a no brainer. See you all in the Summer then?

By the way that's why the ITX web site looks rather ordinary at the moment, but I have flagged this to the Company recently. I'm sure when they pass break even their web site will be refreshed to align to leading emerging Spec. Chemicals company professional formats

I agree. Most likely new products will be seen in the end customers portfolios and ITX are under confidentiality agreements not to actively promote to all other market competitors. However, because all the competitors generally will have competitive intelligence or market research depts. to identify new competitive entrant innovations they will copy or react accordingly depending on new evolving market segments...all looks great for ITX.

Thanks

Hi Rob, thanks. Now that you have the Times medical correspondent communicating please can we try to involve him with my prior contacts with Government and the head of the vaccines taskforce? I'm happy to share my emails with you in confidence or ideally to reconnect with the Times guy myself through you. What route did you take and whats his email address and best route to follow on with my story of Government's massive failure for supporting best in class treatments...

I'm sure long term holders of amazon stock may disagree....but everyone should try to determine where this company is heading in its emerging market in the longer term is my advice.

Well done Biden and Co.

Over time there is some possibility that natural mutations could build and get around focused vaccines and antibody treatments. I hope not but its always a risk factor so a broad spectrum anti viral like SNG001 will always be needed as backup. Otherwise potential far greater economic lockdown maybe needed in the future. This plays to one end game scenario for SNG001 as an insurance therapeutic built up as stock by governments.

https://www.nicd.ac.za/the-emergence-of-a-mutated-sars-cov-2-lineage-in-south-africa/?fbclid=IwAR3rPQr-aDN0lb9UgFs1AW79AMJOL736qGgqY_XC5KgtMZUqXQrSW8WJhRE

Darren, I may be wrong but I thought that the debt issuer got warrants over our stock (equity upside as an incentive to restructure the security charge) and the security charge onto the IP were in exchange for the release of their former security charge to the (US subsidiary that owned the IP?) but any excess of value over the gross debt (plus add-on interest) amount (e.g. the premium) would be transferred back to shareholders/MTFB at any future date as and when a crystalisation event occurred - is this right or wrong?

Otherwise, if you are correct, the value in MTFB as at Jan 2021 = the avoidance cost of a quick listing for an RTO candidate (smallish) + value of management team (smallish)+ present value of tax losses = 500 metric tons of fresh peanuts free on board in Mozambique? e.g probably c. 0.5p share value. Why are people talking about a multi bagger here then???