Share Name Share Symbol Market Type Share ISIN Share Description
Itaconix Plc LSE:ITX London Ordinary Share GB00B84LVH87 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.05 3.33% 1.55 1.50 1.60 1.55 1.50 1.50 719,226 08:43:28
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Chemicals 0.7 -7.4 -4.6 - 4

Itaconix Share Discussion Threads

Showing 2751 to 2773 of 2775 messages
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DateSubjectAuthorDiscuss
22/10/2019
09:10
Precisely ffs
the patient investor
22/10/2019
09:07
The analyst spoke about partner product launches being slightly delayed so hopefully we will hear news on that front soon.
parob
22/10/2019
08:51
VV Thanks for thoughts - Agreed last comment !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
pugugly
22/10/2019
08:49
Maybe ask TPI cause he wouldAppear to know everything ! Lol
value viper
22/10/2019
08:48
Not too sure PUG if I'm honestMy guess would be is that their clients are long holding circa 5.8% stake between them but on leverage Perhaps it is their net position so they are net long 5.74 % but that means there are some unquantified shorts there ?
value viper
22/10/2019
07:35
VV - Thanks for your thoughts - Having very little knowledge of spread betting any thoughts as to whether their declartions would indicate if their clients are mainly long or short?
pugugly
22/10/2019
00:14
Precisely ffs
the patient investor
21/10/2019
21:43
Is this not clients of Spreadex ? So all their RNS holding in company stuff is simply a reflection of the positioning (at any one point in time) of the leveraged holdings of their punting clients ? Get rich quick short term leveraged punters on CFDs and spreadbets ? If I’m right, it’s just a tad annoying there is this oscillating leveraged position currently. All will be largely irrelevant though over the longer term
value viper
21/10/2019
21:07
See rns of today - Figures muddied by a 1,700,000 spreadbet - Interesting - but no indication which way the bet ahs been placed - Spreadbetting not an area I know well - Any spreadbet experts able to comment.
pugugly
21/10/2019
20:19
Ps: looks like spreadex have actually increased their holding, taking them over 6%.
parob
21/10/2019
20:04
very very convincing interview, tx parob as ever
the patient investor
21/10/2019
19:54
Interview with analyst this afternoon.Itaconix PLC in 'important commercial ramp-up phase' - Proactive Research analysthTTps://www.proactiveinvestors.co.uk/companies/news/905258/itaconix-plc-in--important-commercial-ramp-up-phase----proactive-research-analyst-905258.htmlProactive Research analyst Ed Stacey gives his take on Itaconix PLC's (LON:ITX) trading update for the financial year to 31 December 2019.Stacey says the firm's reported revenue growth of 78% for the first three quarters of the year however, delays in some customer projects will mean that full-year revenue growth is expected to be below previous market expectations.He adds that the company is in an important commercial ramp-up phase for its sustainable speciality polymers which are used as functional ingredients in household and personal care products.
parob
21/10/2019
19:33
Speadex dumping Friday and today, this will take off when they are clear. Just 5% left.
lukehold
21/10/2019
19:33
Late RNS out for Spreadex holding.
geraldus
21/10/2019
16:06
hey, you! please read my post above this one
the patient investor
21/10/2019
14:34
can we have a little splash of blue at 4:29 thx
the patient investor
21/10/2019
13:09
Jung - Fair comment - Your decision either way.
pugugly
21/10/2019
13:06
I am independent and I say we are cheap at GBP 4m market cap today (1.5p). In my independent opinion we are worth at least 3 times that right now :-)
jungmana
21/10/2019
12:36
New analyst view.hTTps://www.proactiveinvestors.co.uk/companies/news/905231/itaconix---trading-update-905231.html/longEd Stacey11:38 Mon 21 Oct 2019Itaconix - Trading updateTrading update – October 18th 2019Itaconix (LON:ITX) has issued a trading update for the financial year to 31 December 2019. The company is in an important commercial ramp-up phase for its sustainable speciality polymers used as functional ingredients in household and personal care products.Main features of the update include: (1) Revenue growth of 78% for the first three quarters (to 30 September); however, delays in some customer projects mean that full-year (FY) revenue growth is expected to be below previous market expectations. We interpret this to mean growth no longer exceeding 100% year-on-year. (2) Underlying earnings (EBITDA) for the second half (H2) of the fiscal year to be in line with H1. (3) Year-end net cash expectation unchanged, as improved working capital position offsets a slower improvement in EBITDA.Our revised FY 2019 revenue forecast of £1.2mln represents a growth rate of 72%. Although this is not as high as we previously forecast, we believe that it demonstrates a tangible growth trajectory. Specific commercial developments in the current year have included:Continued growth for Itaconix's non-phosphate detergent additives in North America, and first orders for this product in Europe.Further growth from existing customers in the hair-styling polymers segment, and first purchase orders for the new Amazetm share price hair styling product being produced under the partnership with Nouryon.Demand for the ZINADOR odour removal polymer continuing to expand into leading household brands and new regions through the company's collaboration with Croda.Also, Itaconix completed the disposal of the legacy gum business, which completes the company's transition to a sustainable speciality polymers company (note - CEO John Shaw appointed August 2018).We are forecasting revenue growth of 100% per year in 2020e and 2021e, and convergence to profitability, with potential for significantly higher profitability in the years to follow.Our view – The market opportunity is not reflected in the share valuationItaconix has identified a target market of US$400mln per year for its polymers, in household goods, personal care, and other applications. The company's proprietary processes create polymers with significant advantages of functionality, sustainability and cost compared with existing products. Importantly, Itaconix's polymers have been adopted by market leaders in the polymer supply chain, Croda and Nouryon, providing validation of the technology, and a strong route to market. We argue that the current enterprise value (market cap minus year-end net cash) of £3.5mln looks very undemanding relative to the growth opportunity.
parob
21/10/2019
09:18
1.1 to 1.3p could be about right prices spreadex paid. They could be out by now imo. I know for sure the directors paid 1.10p.
jungmana
21/10/2019
08:56
Can anyone remember how much Spreadex paid? To answer my own question looks to have bein in the region of 1.1 - 1.3 looking at trades on 16th August - That is possibly where Spredex would be happy to close out - Thoughts? (Edited to correct typo's and date)
pugugly
21/10/2019
08:54
post 2253 marked ;0) Jungmana21 Oct '19 - 08:50 - 2253 of 2253 0 2 0 Mark my words we will end the week about 2p. Good top up opportunity right now G.
garth
21/10/2019
08:50
Mark my words we will end the week about 2p. Good top up opportunity right now
jungmana
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