Member Info for uinsionn

Hopefully the Swedish results are positive and can give us some traction north from here, Sweden is a good side show for erris, one which is funded, but the main target here must be zinc in Ireland, yes could be closed period, it was only a suggestion to Anton that he could show confidence by buying some shares, it’s not like the board dontbhave an interest 22% held by hall.

Hopefully the Swedish results are positive and can give us some traction north from here, Sweden is a good side show for erris, one which is funded, but the main target here must be zinc in Ireland, yes could be closed period, it was only a suggestion to Anton that he could show confidence by buying some shares, it’s not like the board dontbhave an interest 22% held by hall.

But if I was the ceo of the company I would be more than happy to put my cash in at this level and at higher up, would be nice to see bod support down here

Know if he is buying stock but it was a question I raised with him, also question why they are paying st brides for PR when they ain’t doing anything, asked him about plans to progress the asset and how he is going to conduct pr going forward, I believe he is planning on addressing several of these issues quiet quickly

I suggested to him to buy some at this level, even do the bod have 22%, I said you are the new main man would show nice confidence to the market if you bought some

Wish I had bought more in herecearly doors looking like my most solid buy in my PF

How you doing well hopefully Anton is buying some, he thinks it’s a bargain down here

Looks like large seller cleared at a good price, let’s see how this moves back up now, coukd be a quick forward movement, active buyer at work too

Summary of what news is due, plenty of positive news
1. Commercial details in finalizing stage with Akzonobel and on schedule.

2. Multiple distributors on the RevCare product with very promising sales growth

3. ZinaDor product with global distributor right Croda growing in homecare and industrial customers new and repeat orders

4. Solvay notified Itaconix of first sales of Eureco RP103 repeat orders awaited

5. Construction of Eureco RP103 plant update from Italy

6. New customers and partner discussions for the 6 products in the market in different territories

7. Two further products to be launched

Don’t think we have seen the rise here yet, this free float is very small, news due on multiple fronts, can see wave 2 on the charts and there’s a gap to fill at 12p, seen this before one news item and this will multi bag from current levels

nice to see a reversal here, looks like the seller is out of ammo and we can enjoy a pretty clear ride back up to 60p, think DC is working hard on new deals and hopefully we will be back over the £1 nark soon where we belong

thanks for the update guzzler, exciting stuff, think this is bottom here and expect the share to start moving back up towards the £1 mark very soon

https://www.youtube.com/watch?v=wR0lfom0jaI&feature=youtu.be NOT POST ON THIS BOARD IN A WHILE, great position to be in worried about how we are going to pay tax bills lol, this has a long way to go yet price wise. can see us doubling from here as demands continue to rise and price continues its march north. This has been a long hold for me and expect the company to get bought out over the next 12 months

Project 3 - Mali Kossanto West gold exploration

100% owned project gold exploration project on main transcurrent shear zone (“MTZ”) in western Mali

• 137 km2 exploration permit covering regional significant structure

Exploration funded and managed by Indiana Resources from

September 2018

• Multiple high-grade discoveries
• Significant data set compiled by Randgold now being utilised by Indiana

Project 4 - Kossanto East gold exploration

Joint Venture with Ashanti Gold Corp. (TSX-V: AGZ)
Sale of this project to Ashanti has been agreed for C$1 million (received) and 1.5% NSR (retained)

• 64 km2 exploration permit adjacent to Kossanto West
• Ashanti funding and managing all exploration to PFS
• 247,000 oz Au JORC resource already established

Project 5 - Mali Karan gold exploration

Joint Venture with Cora Gold Ltd (LON: CORA). Cora owned 34% by Hummingbird Resources Ltd (LON: HUM)

• 250 km2 exploration permit in southern Mali
• Fully funded to BFS
• Significant historical exploration work completed and targets
delineated

Investment case

Funding secured
Mowana copper mine through production ramp up
Matala & Dunrobin mines in $2.5m Sale discussions + retain 1.5% royalty interest
Kossanto and Karan gold exploration funded till PFS by JV partners Ashanti, Cora, Hummingbird and Indiana resources

mad that all that is 2.6m mcap and producing, guys with mines 5/6 years from production much higher and little chance they will ever produce anything

Project 3 - Mali Kossanto West gold exploration

100% owned project gold exploration project on main transcurrent shear zone (“MTZ”) in western Mali

• 137 km2 exploration permit covering regional significant structure

Exploration funded and managed by Indiana Resources from

September 2018

• Multiple high-grade discoveries
• Significant data set compiled by Randgold now being utilised by Indiana

Project 4 - Kossanto East gold exploration

Joint Venture with Ashanti Gold Corp. (TSX-V: AGZ)
Sale of this project to Ashanti has been agreed for C$1 million (received) and 1.5% NSR (retained)

• 64 km2 exploration permit adjacent to Kossanto West
• Ashanti funding and managing all exploration to PFS
• 247,000 oz Au JORC resource already established

CRA (Cradle Arc)
MCAP £2.8m
$2m loan from Director + £400k funding secured
Current Share price - 0.975p
52w lows 0.85
52w highs 11.75

Assets include:
1 - Producing Mowana Copper Mine in Botswana
2 - Zambian Matala & Dunrobin gold mines
3 - Mali Kossanto West Gold exploration
4 - Mali Kossanto East gold exploration
5 - Mali Karan gold exploration
Projects 1 - Mowana copper mine Botswana

Mowana is a producing copper asset in Botswana; a low risk, mining friendly jurisdiction, in a favourable copper market environment
Production ramping up to 12,000tpa Cu, and will reach an average of 21,000tpa Cu over a 14 year mine life following low capex Dense Media Separation (DMS) expansion project
Estimated Net Present Value of US$272.8 million at an 8% discount rate and a copper price of US$3.00/lb Cu
Cradle Arc is building on over US$170 million of investment by previous owners
Rapidly delivering on strategy to re-position Mowana as a profitable, larger scale, lower cost copper mine:

✓ Debt reduced and restricted on acquisition
✓ JORC 2012 resource base increased to 55Mt M&I @ 1.17% Cu + 20Mt Inferred @ 1.08% Cu
✓ Maiden open pit Ore Reserve of 31.8Mt @ 1.17% Cu for 370,800t Cu - reported within 4 months of listing
✓ Accelerated development plan implemented April 2018 – mining rates to double in Q3 and hit full capacity in Q4 ✓ Recoveries being achieved to plan
and set to continue to improve
✓ 4,000 tonnes of copper to be produced in H2 2018
✓ Cash generation to improve throughout H2 2018

Mowana positioned for Stage 2 production expansion, leveraging management team’s has first-hand experience of installing and operating DMS units
Near mine prospective assets with potential add to production profile

PROCESSING UPDATE
• Processing optimisation is ongoing as the Company continues to ramp- up to steady state production

• Some sporadic interruptions occurred during July and August 2018

• Recoveries average of 51% for Q2 and Q3 reflecting predominantly transitional ores

Recoveries of up to 76% still expected to be achieved in high supergene ores

• Recoveries expected to reach 85% as more sulphide dominant ores accessed

• Approximately 4,000 tonnes contained copper to be produced in H2 2018

• H2 production to be weighted to Q4 as ore type processed moves from transitional to supergene

Project 2 - Zambian Matala & Dunrobin gold mines
Option Agreement – July 2018

• Non-exclusive option granted to Singa to acquire Luiri (100% owned subsidiary holding the Matala and Dunrobin licences) for total cash consideration of US$2.5 million

In addition, Cradle Arc will receive a royalty of receive a royalty of 1.5% of gross revenue up to a maximum aggregate amount of the Net Present Value of US$2.5 million, discounted at 8%.

• Singa also granted an non-exclusive option to form a joint venture for the operation of Matala and Dunrobin. In the event the JV Option is exercised, any such joint

Q3 was already up 29% on Q2, so where will Q4 be compared to Q3. Looking forward to the operational update soon, which could be this week. they now have the financing in place for DMS upgrades to increase production. This could be one of the biggest movers before year end. Came all the way down from 9p to 0.88p! "strongly believe that the progress we have made in our open pit mining...combined with the rehabilitation work to the processing plant, will enable the Company to achieve a significant improvement in throughput and hence recovery in Q4 2018 relative to Q3" should see a recovery here very soon

think this is about to turn from here been picking some up, operational update and we should move much higher from here, expect placing has been flipped by now

Shares in issue 269m
75-80% With Institutional investors/Directors
20-25% Free Float

WHAT WE DO

Itaconix designs and manufactures high performance, cost effective and sustainable ingredients that are key components of products in the personal care, homecare and industrial sectors.

We are the world leader in developing and producing bio-based polymers from itaconic acid, combining the versatile chemistry of itaconic acid with breakthrough manufacturing economics.Currently, we estimate that our product range is addressing global markets with an estimated aggregate turnover of $1.4bn per annum, but as a small growing company we recognise the challenge of effectively accessing these markets in a timely fashion. To address this, Itaconix is actively building collaborative partnerships with leading industry players such as AkzoNobel, Croda and Solvay, with the aim of accelerating market adoption of Itaconix's products. In addition, Itaconix has built a distribution network across 14 countries as a channel to market for the personal care business area.

Undervalued at current price 10p incoming on news

Wave 2 going higher, sellers out up we go each time higher, not dropping as low, this will multibag on the incoming news