Itaconix Share Discussion Threads

[parob] 09/1/2021 14:46

As you have found, the CAS number listed in the ingredients section of the Resolve/Reckitt Benckiser product matches that of the Itaconix ingredient



Click poly(itaconate acid) where you’ll find the CAS number:

1662663-05-9

Now see the CAS number listed here:



HRouge also tweeted the same.



Is that helpful?

[ragnarr] 09/1/2021 14:42

Meant to post this - check the CAS numberItaconix® ZINADORTM 22L with 0.16% Acticide MBS N/a1662663-05-9

[ragnarr] 09/1/2021 14:40

Product name:Product code:CAS-No.:Other identification means:Synonyms:Recommended use: Uses advised against:Company IdentificationCompany: Address:Telephone:E-mail:Emergency Telephone:Butanedioic acid, 2-methylene-, homopolymer, sodium, zinc salt, neutralised with potassium hydroxide (KOH); Poly(itaconic acid, sodium, zinc salt), neutralised with KOH; Poly(sodium, zinc itaconate), neutralised with KOH.Odor control, odor reduction, odor neutralizer, air freshener No information availableItaconix Corporation2 Marin Way,Stratham, NH 03885, USA [phone][phone] (Mon – Friday 09:00 – 17:00 US EST)2. HAZARD(S) IDENTIFICATIONItaconix® ZINADORTM 22L with 0.16% Acticide MBS N/a1662663-05-9

[pugugly] 09/1/2021 14:26

Hi Parob
Interesting find re RB but Zinador not listed as an ingredient only Itaconic Acid and there appear to be many manufactures of Itaconic Acid - Are we sure that it is the one made by ourselves?

" Poly(itaconic acid)
Deodorizer: Helps remove unpleasant odors.
CAS #: 1662663-05-9"

However a Google search for above CAS number brings up



Which is a Safety Data Sheet for Zinador - So on the surface could well be ours..
1. IDENTIFICATION
Product name: Itaconix® ZINADOR™ 22L with 0.16% Acticide MBS
Product code: N/a
CAS-No.: 1662663-05-9
Other identification means:
Synonyms:
Butanedioic acid, 2-methylene-, homopolymer, sodium, zinc salt, neutralised
with potassium hydroxide (KOH); Poly(itaconic acid, sodium, zinc salt),
neutralised with KOH; Poly(sodium, zinc itaconate), neutralised with KOH.
Recommended use: Odor control, odor reduction, odor neutralizer, air freshener

[purchaseatthetop] 09/1/2021 14:12

Urine the money....
We'rein the money....

[lefrene] 09/1/2021 13:59

ragnarr, all those care homes and hospitals...............:¬) When others are paying the bill lots of anything gets used.

[ragnarr] 09/1/2021 13:48

Good to know we are in the Urine destroying business lol

[parob] 09/1/2021 12:03

Reckitt Benckiser product containing an Itaconix Ingredient (Zinador)RESOLVE URINE DESTROYERhTTp://www.rbnainfo.com/product.php?productLineId=2583TV advert in the USA:hTTps://youtu.be/LGfc5ThTB9E

[purchaseatthetop] 09/1/2021 11:33

lefrene....maybe there are alternatives. Maybe not. How long would it take to develop? What are the costs and time for developing and tooling up? Quite often the High Level people have no idea what is going on!!!

[lefrene] 09/1/2021 11:21

purchaseatthetop, if we little people know this, then I would expect those at high levels in the industry are fully aware of this. In their situation I would be likely looking at what it would cost me, and the time to invent my own alternative, and what it would cost to leap forward by buying ITX. Will there be a competition or will they form a cartel?

"Whoever won the race would own the worldwide rights to these polymers and have a permanent competitive advantage over all their competition."

[purchaseatthetop] 09/1/2021 11:16

This is the fun about investing. Finding the golden nugget before nearly anybody else. Hidden somewhere amongst the dross are lovely shining pebbles that might be diamonds.

and a board that exchanges information and assists instead of the normal virulence and hatred.

[thordon] 09/1/2021 11:12

All points to looking good , as said matters not as this was always going to explode anyway at some point in 2021

[purchaseatthetop] 09/1/2021 11:09

Thordon....we might find out on Monday what the unaudited 6 months H2 revenues are. If they are gangbusters (which I suspect they will be) watch out for the rising price. Lets hope.

[thordon] 09/1/2021 11:02

Think we can all agree the last six months we have seen a massive rise in ITX ingredients in products on the market.
What we do not know is the last 6 months turnover , but we are getting closer to break even then tear on year compounded growth including profit increases.

The point is we as shareholders will not lose in the long term whatever the results are.

[pugugly] 09/1/2021 10:57

Not sure about DMTR - Initial glance Tunover 1.2M - Loss £3M - So looks as though they might need further funding -

[purchaseatthetop] 09/1/2021 10:35

astral....if you like "crocodile infested, electric fenced, and heavily mined" moats (like ours at ITX), the have a look at DMTR. Both Parob and I (without knowing it) both bought into it in the last couple of days. Their technology is years ahead of competition and ready to do just like ITX.
I fully agree with you. I always 100% first thing look for massive barriers to new entrants. If they are not there, I do not invest. Mind you they've gotta be big barriers too.

[purchaseatthetop] 09/1/2021 10:28

Parob....Greenworks turnover is $6.7b on its own with 8,800 employees and growing fast as it is the Clorox Company and number 1 sustainable company 2020.

[astralvision] 09/1/2021 10:25

Great links, thanks Parob

[purchaseatthetop] 09/1/2021 10:25

lefrene...if ITX were to get bought out it would be one hell of a competitive process. Whoever won the race would own the worldwide rights to these polymers and have a permanent competitive advantage over all their competition. Game Theory means that no major player could afford not to buy ITX....
Whatever number you are thinking of for an early buy out price.....multiply it by 5 in MHO.

[parob] 09/1/2021 10:22

Itaconix cleans up with bio-based polymersApril 27, 2020hTTps://www.unh.edu/unhtoday/2020/04/start-itItaconix polymers are now found in major brands such as Greenworks, method and Resolve.hTTp://www.rbnainfo.com/brand.php?brandId=28 Resolve are a Reckitt Benckiser brand!hTTps://www.greenworkscleaners.com/hTTps://methodhome.com/product-category/home-cleaning/

[parob] 09/1/2021 10:18

3/5/19 RNSJohn R. Shaw, CEO of Itaconix, stated: "As phosphates are phased out due to environmental concerns, our novel bio-based polymers are stepping in to enable a new generation of safer detergent products that set new standards for performance, value, and increased sustainability. We expect European detergent use will support our forecast revenues for 2020 and beyond."

[lefrene] 09/1/2021 09:51

Biden's 'green' crew won't do ITX any harm either. If they were to bring forward the banning of phosphates, that could hand a huge market to ITX faster than currently expected. I remain of the view that ITX will get bought out inside 18 months, if it looks like having the default ingredient to replace phosphates.

[astralvision] 09/1/2021 09:13

Does look a bit of a good situation here. Once ITX products are incorporated into formulations then they are going to be there for a long time.You want to buy businesses that have a 'moat', this ones got a crocodile infested moat and a half around it!There's always the risk that someone comes up with a completely new formulation/product that works better and/or is cheaper but no sign of that at the moment.Market cap @ around £20m or so looks very low for what's on offer.I would have thought something like £50m would be a more appropriate valuation at this point in ITX's development, or call it 10p in round figures.Wonder if we will get a TU next week?GLA