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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.

Hi Tonks when I read the RNS and watched the investor presentation I had a feeling there might be a short lived market sell off, simply because there was no immediate big announcement. However, I actually think the chance of a big candle or multiple candles this year have increased for 3 reasons:

1. They may not have to go to 50Ah to land licensing deals with the auto industry.

2. They have diversified the range of Goliath applications e.g. defence sector - drones and portable batteries; and consumer electronics - mobile phones and other devices they couldn’t divulge where 10Ah is definitely adequate.

3. Stereax - whilst the medical devices will take time to get regulatory approval etc as Buzz pointed out, there is again a wider range of applications. My personal favourite is AI glasses where Stereax is a perfect fit in my opinion.

So whilst there was no ‘home run’ announcement last Thursday, I came away thinking that there will be multiple deals announced later this year. In the meantime if the share price drifts a little I will keep topping up. My confidence comes from the fact that Cirtec have rolled out Stereax to 21 of its cherished customers to test, because they are so confident in its technology. Then in terms of Goliath, Ilika are going for the luxury car market which I think is sensible given the Chinese will always corner the market for cheap mass produced tech. IMO quality always wins the day, just look at Apple.

Did you also see Question 16? I felt the answer was rather open ended.

Q. Given the fundraise and the recent sale, do you feel that you have enough cash now to go through to commercialisation?

A. With the strongly supported fund raise in 2025, the award of the PRIMED grant funding, and commencement of commercialisation for Stereax through the LCO cathode production process we have secured funds to operate the business for the forseeable future. We continue to assess the markets for both Stereax and Goliath and the resources required to fully comercialise both of these product lines and seek to extend our financial resources wherever possible.

Interesting! If 10Ah is enough then another fund raise shouldn’t be required.

Starting to get momentum and looks like we are heading back up to 130p next week. Hoping I can squeeze in one more buy under 130p when the monthly pay slip lands next week.

Hi Marcus, I can see plenty of logic behind the brokers 325p target, and I believe we should get at least half way towards that target this year. I always ask myself, would I invest in a particular company today and when I look at Itaconix the answer is a resounding ‘yes’. We still have a low ‘early’ entry point today before other retail investors get wind of Itaconix. That’s why I keep adding now, because like you I want to achieve at least a 3 figure increase.

Elsol I believe this is the year your perky optimism pays off big time, for all the reasons you and AJP have eloquently explained, plus some exciting unexpected reasons 😃

There is a £15,000 buy missing from the lse website but you can see it below. Momentum is one of the strongest forces in physics and investing!

https://www.londonstockexchange.com/stock/ITX/itaconix-plc/company-page