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On the linked in page for American Cleaning Industry there is a post about John Shaw’s presentation:

During the #2026ACI Innovation Showcase, John R. Shaw presents Itaconix Corporation’s TSI™️ 422 and CTX™️ 205 for use in dishwasher detergent formulations. The innovation enables excellent product performance in a more compact format than detergent packets or tablets.

More significantly there is a photo with a slide in the background which says:

ITACONIX NEXT GENERATION DISHWASHER DETERGENT

Itaconix TSI 422. 1.2 grams

Sodium citrate <1.0 grams

Sodium carbonate 2.4 grams

Sodium percarbonate 2.0 grams

Itaconix bleach catalyst <0.1 grams

Sophorolipid surfactant <0.8 grams

Enzymes <0.8 grams

Sodium disilicate <0.3 grams

TOTAL 8.0 grams

My thoughts on this are that Itaconix has invented and launched the next generation of dishwasher detergent technology and somehow managed to pack this into just 8 grams which is incredible. This is massive!

I’m not surprised people are filling their boots under 35p. Massively oversold in January so people taking advantage of that. All it will take is one licensing agreement for Goliath but I actually think there will be multiple agreements now that they have expanded the range of potential applications and customers. Also don’t be surprised to see a new deal for Stereax in something like AI glasses. Ilika’s solid state technology is world leading and quality always wins the day.

Hi AJP, thank you for sharing the link to the Abstract of John’s presentation this afternoon. It does sound like a massive product innovation. I would love to be a fly on the wall to see what reaction and attendance there is this afternoon. They are 5 hours behind us and as the presentation is this afternoon in Florida we might see a RNS tomorrow morning. If not I’m sure we will see something on Linked In.

Thanks for the shipment data, I think last year they stockpiled massively so it is difficult to ascertain what these shipments mean in terms of revenue but clearly the scaling up continues at pace.

My daughter just added 1170 shares on my advice to her small portfolio. There is a chance we might see RNS after convention. Exciting weeks and months ahead for Itaconix

Https://www.bbc.co.uk/news/articles/cz9vz249keno

PFAS are very persistent in the environment, they are also bioaccumulative and they are also known to be toxic, those three things together gives our rise for concern about chemicals in the environment," said

PFAS found in household products such as cosmetics, dishwasher rinse aid and polish. All segments Itaconix has presence in.

Hi undercarriage that is an impressive holding and one which I hope will make you very wealthy. If we go with Canaccord’s 325p valuation that’s a 182% uplift so I feel my 100 - 200% expectations are not crazy. Apart from all the metrics going full throttle in the right direction and the softer intel provided by other long term investors, my gut instinct is to buy what I can afford to right now, because I just feel a massive break out will occur.

All IMO and please DYOR (which you clearly have to be so invested here)!

Thanks for sharing the link. The problem with the article and the current broker income forecast for 2026 is that it can’t take into account any potential commercialisation deals for Goliath. If these happen (which I believe they will) then the potential upside in share price is enormous. Anyway below are the key points from the article.

They have Ilika as a HOLD for the following reasons… in their words not mine:

The addressable market for batteries is vast and expanding, particularly in medical technology, defence, household convenience products and robotics.

Prototypes of its latest Goliath battery are being evaluated and tested across a range of industries, and it has signed a 10-year manufacturing licensing deal with US company Cirtec Medical for Stereax. 

Investors have to be realistic about the risks — solid state is no ordinary growth story, but in Ilika’s favour is its 20-plus year head start and its business model which allows it to license as well as manufacture its technology. That brings the potential for high-margin revenues, and the ability to scale up fast. 

What it has yet to do, though, is successfully commercialise its technology — though it appears to be getting closer. Customers are, however, still at the evaluation stage and Ilika’s sole source of fundraising (other than tapping shareholders) remains government grants.

Although the company expects more of these in the future, there are potential gaps looming.

On top of this, house broker Cavendish has pushed back timelines for its batteries to generate meaningful revenue, slashing its sales target for this year to £1.5mn (from £2.8mn previously) and next year to £2mn (from £6.1mn).

Ilika’s shares aren’t quite a binary bet. A breakthrough in commercialisation could bring huge rewards, but further delays are unlikely to be disastrous. The company will need more funding.

I think the company’s results are doing the talking now. Don’t know any other AIM growing as fast as Itaconix and we all know profitability coming in next 12 months.

I now rate Itaconix as a strong buy and am personally planning to buy a lot more over the coming weeks and months prior to H1 trading update. Really happy that price still at 120p as it gives me time to add more in what I call the guaranteed 100% zone. Im seeing anything from 100% to 200% or 240p to 360p in the next 12 months. When this moves it is going to surprise a lot of people just how fast it shoots up.

All in my opinion please DYOR

The ACI Annual Meeting & Industry Convention (ACI Convention) is the industry’s premiere event for business-to-business networking. This February, Itaconix will be joining hundreds of cleaning product producers and supply chain partners where we will be sharing the latest developments in our technology.

Additionally, we are pleased to announce that Itaconix CEO John R. Shaw will be presenting as part of the ACI Innovation Showcase. Details are below:

Innovation Showcase - Session 2, 2/4/2026, 1:30 PM-3:00 PM (EDT)

Location: Grand Ballroom 8A

Join Ilika CEO, Graeme Purdy, at TBM Group's 4th Excellence in Construction, Design and Engineering of #EV and #Battery Factories Forum for North America. Graeme will be discussing Considerations for Implementing #SolidStateBatteries at Giga-Scale. Held in Florida, USA, 4-5 February.

There should be a TR-1 in the morning to say who sold and what if any shares they retain. I managed to buy at 33p but just missed the opportunity at 32p.

Just bought 2500 on the opening bell. If you look through the RNS you will see that octopus investments reduced their holding by an almost identical amount 5 months ago so I am confident that is them done at least for a few more months. As I said yesterday no reflection on Itaconix.

Great research by AJP and fully share Elsol’s positive outlook.

I expect to see a TR1 notification tomorrow which confirms which institution sold, but I’m fairly confident it will be Octopus Investments. A quick internet / AI search will explain what they are going through.

If you believe in Ilika the current entry point represents an opportunity to get very wealthy. Medium risk High reward IMO.

Similar story today over at Ilika where octopus investments hold 4% of Ilika shares which are currently down 12% on the day. Issue is octopus investments not Itaconix!

*octopus investments (sorry my phone auto filled my message)

Because Octopus Energy just sold about 10% of their shares in Itaconix which generated a RNS today. Octopus energy currently going through a bit of turmoil. Fortunately they only hold 4% of Ilika shares. Today’s sell off is a reflection of that rather than anything to do with Ilika. Hence I agree with others that today is a cracking opportunity.

Likewise topping up. Great opportunity I think thanks to Octopus investments trimming a few shares

Thanks for that background on Octopus Investments AJP.

I totally agree that it is no reflection on Itaconix. For me it just helps explain why the share price is not a lot higher. Once Octopus have finished doing whatever they need to do (which may already be done), there should be nothing to hold the share price back. Today’s RNS is very helpful info IMO as none of could understand why the price hadn’t gone a lot higher on the back of stellar results and outlook.

I’ve been saying for weeks now that the share price should be a lot higher but something in the share structure has been holding it back. Now we know! Octopus Investment has been trimming its holding. Investment companies regularly redistribute their resources so providing this is just a trim, it really is nothing to worry about. I’m hoping the trimming is finished because if so the share price will start to go up again.

I anticipate their scale inhibitors will steal the show and that a lot of new business will come out of the show. They simply have the best product on the market now and the fact it is environmentally friendly is a bonus. I wouldn’t be surprised if the customer they painfully dumped due to low margins, comes back. That could be another $2m overnight. The company has taken off and is flying higher every trading update. The share price will follow and I anticipate further director buys.