Member Info for Thordon

Need to absorb the information and comment later , but as Jointhedots said all that i feel.
Will look in next couple weeks and make my stance.

Tried logging in but waited and nothing , will upload when available

Very disappointed but got snippets from chats here

Someone is buying up the shares , as this should of dropped

Sold Value £35.94k
Bought Value £305.18

Ukraine, boepd 01 March 2021 3,843
Ukraine, boepd 01 June 2021 4,101
Ukraine, boepd 01 September 2021 4.402

New well was operational since 21 may 2021 taken this into account expect the Ukraine, boepd for 3rd quarter at 4.402
With this in mind expect turnover to equal the same as first six months turnover with net profit of $23 million

Not counted Russian assets as not known gas price to give estimate
In other words by end of year value of cash will equal value of company , 3 weeks to next 3rd quarter

Not a good situation , was going to buy in this week so a lucky escape.
Will buy if planning permission granted.

On another note not good sending RNS after the shares are closed out , shows that they did not care for PI

Just a reminder and one to reflect

If it was bad news then the following would not have taken place by a director

Director Shareholding



Further to the Company's announcement of 30 April 2020, Mr. Habizan Rahman Bin Habeeb Rahman has completed the acquisition of the entire issued share capital of K2M Ventures Sdn Bhd ("K2MV"), which has an interest in 114,361,409 ordinary shares in the Company. Accordingly, through his 100% ownership of K2MV, Mr. Habizan Rahman has a beneficial interest in 114,361,409 ordinary shares representing 26.5% of the Company's issued share capital.

The service is been overwhelmed and there are similar stories but in the end the patient was cared for , to me thank god.
NHS with private sector has been joined at the hip since conception , the NHS was made from the private sector.
We should be thankful that in this country that its a free service
There are software companies that turnover less then Totally but make 30% pre-tax profit to NHS and valued to upper part of near £1 billion

Thanks for that information , this is why Loopup exist.
So the Covid 19 in my eyes accelerated the Cloud telephone which Loopup did not expect to happen at the fast rate and was at start a winner in minutes paid.
With the massive onslaught the majors buckled in with cheaper options which cleared out Loopups main revenue , but Loopup must of known this would be the case and why Pods set up to deal with the future but that future came at 1000mph.
Regulation is key here and Loopup remain the No1 in multiple countries by volume , so the future.
Can clearly see Loopup been a target now or we get clear vision of expansion to dominated all carriers/regulated countries in value terms.

We will know if it its bad news if we get SPUD of second well followed by flow rates.
I would expect flow rates nest week as normally take 14 days , then the directors may delay just to get another share increase before the share rise.
Then who bloody knows , waited over two years all looks good on paper.

So latest we will get full year results by Thursday , lets hope a good profit margin also insight to any more assets bought.

Four months out of date but the latest for small holders , JS holding the new investor from registor

14.57%
Hargreaves Lansdown Asset Management Limited 64,599,063 $5.9m 0% 4.04%
10.89%
IP Group Plc 48,291,523 $4.4m 0% 4.01%
8.58%
John Shaw 38,060,186 $3.5m 2.38% no data
5.85%
Walker Crips Investment Management Limited 25,933,376 $2.4m 0% 13.15%
4.94%
Capital Accumulation Limited, Asset Management Arm 21,916,433 $2.0m 0% no data
4.82%
Octopus Investments Limited 21,387,288 $2.0m 0% 0.07%
4.81%
HBOS Investment Fund Managers Limited 21,333,459 $2.0m 0% 0.02%
4.12%
Guy Broadbent 18,275,000 $1.7m 0% no data
4%
A J Bell Holdings Limited, Asset Management Arm 17,725,483 $1.6m 0% 0.02%
3.07%
Barclays Bank PLC, Wealth and Investment Management Division 13,624,317 $1.3m 0% 0.01%
2.81%
Jarvis Securities plc, Asset Management Arm 12,480,562 $1.1m 0% 0.06%
2.74%
Laura Denner 12,151,080 $1.1m 0% no data
1.7%
IG Group Holdings Plc, Asset Management Arm 7,539,848 $693.7k 0% 0.06%
1.69%
Ais Equity Holdings LLC 7,499,500 $690.0k 0% no data
1.56%
Kensington Research Holdings LLC 6,901,500 $634.9k 0% no data
1.46%
Phillip Capital Management (S) Ltd. 6,479,481 $596.1k 0% 0.22%
1.21%
Canaccord Genuity Wealth (International) Limited 5,361,325 $493.2k 0% 0.01%
0.95%
HSBC Global Asset Management (UK) Limited 4,218,223 $388.1k 0% no data
0.64%
Equiniti Group Limited, Asset Management Arm 2,856,779 $262.8k 0% 0.01%
0.58%
John Snow 2,576,841 $237.1k 0% no data
0.58%
James Barber 2,557,727 $235.3k 0% no data
0.55%
Charles Stanley & Co. Ltd, Asset Management Arm 2,436,590 $224.2k 0% no data
0.53%
Fidelity International Ltd 2,367,688 $217.8k 0% no data
0.36%
Redmayne Bentley LLP, Asset Management Arm 1,581,700 $145.5k 0% 0.02%
0.35%
Close Asset Management Limited 1,566,485 $144.1k 0% no data

Good Luck bumblebee1

So Tricky you are saying that NHS gets a good deal out of TLY , that's fantastic news for both party's

no one will put a stop loss on £250k here why
when you place a stop loss does not mean you will get the stop loss price , in fact means once the stop loss price is breached Then they are for sale it may sell for 50% or more lower then the stop loss price set , this was demonstrated in law suits that followed in last share crash in which the MMs stated we are only doing our job in selling the shares but was ordered too in market prices.
Hence do not set stop losses as very dangerous
You have been warned

That be nice Maksym but suspect will be $50 million plus , think $90 million bit too high but if you can show figures then open eyed.
Anyway i agree undervalued

If a betting person would put this at 90% that the two are working together , shows why this has been kept under wraps.
All disposable takeaway foods and drinks that cause pollution will be made of this product.
Also paper straws are a waste always fall apart

Estimated worth around the world would be upper billions , if ITX gets 5% of each product that's a game changer

Taken from ITX site

The Company’s initial focus will be on targeting the biodegradable plastics market where the
new BIO*Asterix additives have had positive results in early field trials with potential
customers. The BIO*Asterix additives can add valuable properties or overcome performance
deficiencies that currently limit the use of biodegradable plastics.

https://itaconix.com/wp-content/uploads/BIO-Asterix-introduction-9-February-2020-FINAL.pdf

Taken from Aquapac web site - main point - Fits in with ITX statement

Studies have also shown that PVOH in combination with other synthetic and/or natural materials is biodegradable. In fact, the degradation mechanisms for PVOH have been fully studied and the pathway has been established as: first, random chain scission of the polymer molecule to acetic acid; and second, the oxidation of the acetic acid to carbon dioxide and water. It is thus obvious that the final biodegradation products of PVOH are very innocuous compounds.

hxxps://www.aquapakpolymers.com/2019/11/26/independent-article-on-the-uses-and-benefits-of-polyvinyl-alcohol-in-packaging/

This is getting exciting , reading all formats on BIO*Asterix it would appear to be easy constructed formula , in other words does not need ITX factory to specially produce.
This would therefore be licenced out , this would replace all disposable plastic with BIO*Asterix on paper and cardboard.
If other researchers can clarify then this would make ITX a world leader in bio plastic.

This all fits in

aquapakpolymers are making a thin film over paper or card board - DS Smith are one of the potential customers

10 February 2020

Itaconix plc ("Itaconix" or the "Company")

New BIO*Asterix™ Product Line

Itaconix, a leading innovator in sustainable specialty polymers, is pleased to announce its BIO*Asterix™ line of functional additives based on a new range of bio-based chemistries derived from itaconic acid. The Company developed the new BIO*Asterix™ additives over the past three years for a wide range of potential uses, ranging from biodegradable plastics to decorative paints. The Company plans to launch its new product line in stages over the next two years.

The Company's initial focus will be on targeting the biodegradable plastics market where the new BIO*Asterix additives have had positive results in early field trials with potential customers. The BIO*Asterix additives can add valuable properties or overcome performance deficiencies that currently limit the use of biodegradable plastics.

Dr. Yvon Durant, CTO of Itaconix, stated: "The new BIO*Asterix product line leverages our success at meeting customer needs with our understanding of itaconic acid chemistries. I believe industry and academic researchers will find value both in the unique functionality of the chemistries and in our expertise in realizing the unique value of these products."

John R. Shaw, CEO of Itaconix, added: "BIO*Asterix represents a broad new frontier for Itaconix and the value of itaconic acid chemistries. We are confident from the early success of customer trials that our new BIO*Asterix products will become key additives in numerous applications and generate new revenues in the years to come. We look forward to reporting progress as our efforts advance."

Ends