Itaconix Share Discussion Threads

[walter walcarpets] 19/1/2021 09:39

Taken a few more. Stock very tight. Had to buy in 2 small batches.

[purchaseatthetop] 19/1/2021 09:07

This is tomorrow. Two new lines from Croda. Adds to their existing 8 including 6 new ones. Makes you think that Croda/ITX are going all guns blazing

[purchaseatthetop] 19/1/2021 08:57

walter....just got to close your eyes, believe and buy. Do not worry about 01p 0r 0.3p. The end result is going to be 50p so WTF....imo only and do not believe a word I write. However, my money is where my mouth is and I have been buying nearly every day since 29/12/20. Best share EVER in all my investing history. And with another 43p to go!!

[astralvision] 19/1/2021 08:57

ReThe Directors also estimate that, in the next five to ten years, Itaconix has the potential to capture annual revenues of $75 million of this future potential market.If they were to reach $75m in the shorter time scale implies compound growth of something like 75% per annum!Would make this some growth stock!

[walter walcarpets] 19/1/2021 08:55

Indeed. Keep on thinking I'll wait for a touch of weakness and top up. Doh

[rivaldo] 19/1/2021 08:53

Cripes :o))

[ny boy] 19/1/2021 08:50

NY Boy - 17 Feb 2020 - 09:52:38 - 2572 of 4126 Itaconix formerly Revolymer - ITX
Could turn out to be a great Company, if they can navigate successfully through these choppy early years, so far so good. Happy to hold as we chug higher, awaiting more positive news flow.

Stay long, stay patient imo

[purchaseatthetop] 19/1/2021 08:49

cannot believe it. just bought more. it seems that I cannot resist it each and every day.

[hsdeo] 19/1/2021 08:45

Thats a very good piece of info which I read whilst researching. This is a minnow soon to become something much larger. The buying pattern suggests that there is something brewing. Unfortunately I cannot buy anymore - no funds, so waiting for my first 5 bagger.

[the ghost who walks] 19/1/2021 08:44

It's looking good with all the products now and the hires. I think revenue momentum will be key here

[parob] 19/1/2021 08:42

I would highly recommend people read the FULL 23/6/20 RNSThis is just an extract:Itaconix is a leading innovator in bio-based functional ingredients for improving the safety and performance of everyday homecare, personal care, and industrial products. Its proprietary polymer technology generates a growing range of new ingredients with unique functionalities that meet increasing customer demands for performance, value, human and environmental safety, and sustainability. The commercial potential for these ingredients stems from the unique functionalities available through the chemical structure of itaconic acid and its derived polymers, and from the bio-based production of itaconic acid through fermentation using renewable sugar sources.Market research estimates the bio-based chemicals market was a $59 billion market in 2018 and will see projected growth of 10.5 per cent per annum over the next five years to 2023. Of the bio-based chemicals market, Itaconix operates within the bio-based organic acids segment, which currently represents approximately $13.5 billion of the overall market, with projected growth of 11.8 per cent per annum over the same period. The Directors estimate that, with Itaconix's current ingredients offerings, the future revenue potential to Itaconix of this market could be approximately $300 million per annum. The Directors also estimate that, in the next five to ten years, Itaconix has the potential to capture annual revenues of $75 million of this future potential market.

[parob] 19/1/2021 08:12

Amonk84,If you want your own clarification I would recommend you contact the CEO. Another investor I know has and I have seen the response. As always you must do your own research.Also check this website, then see which ingredient the CAS number belongs to and who owns that ingredient.hTTps://ec.europa.eu/growth/tools-databases/cosing/index.cfm?fuseaction=search.details_v2&id=91411

[amonk84] 19/1/2021 08:01

Thanks for the research Parob.

Have you identified if all these products contain Velasoft or just Sodium PolyItaconate. My understanding is that Itaconix don't hold the rights to the chemical just their process of making it.

I only ask as I've done some searching and Sodium PolyItaconate is everywhere. It really is in so many products but not all of the product pages reference Velasoft.

I'll happily stand corrected though as this share could very well mean early retirement for me.

Atb

[muffster] 19/1/2021 07:59

Anyone think Akzo will table a takeover here?

[the ghost who walks] 19/1/2021 07:37

What revenue per sale do U.K. think Paros?

[parob] 19/1/2021 07:34

More products containing Sodium Polyitaconate found overnight for those interested:Phitofilos (Italian brand) - Brio Hair MousehTTps://www.ecco-verde.co.uk/phitofilos/brio-hair-mousseMaterNatura (German brand) - multiple products inc. Wild Pansy Volumising Hair Styling MoussehTTps://www.ecco-verde.co.uk/maternatura/wild-pansy-volumising-hair-styling-mousseMaterNatura Rose Fixing Hair SprayhTTps://www.amazon.in/MATERNATURA-well-cared-Non-sticky-propellant-Anti-frizz/dp/B07648H17P

[ewanwhose] 18/1/2021 23:22

In the last presentation, he said it was inefficient to keep starting and stopping the process. I interpreted this that they run 24 hours when they are doing a batch but then stop when they have enough.

[purchaseatthetop] 18/1/2021 22:05

I got a reply from John Shaw himself to my request for details over the shift patterns. He thanked us for our intense interest in the company and was very complementary that we noticed these things but is sorry he cannot comment on operations.

I was impressed that he answered himself....

[parob] 18/1/2021 16:39

That's a new two year closing high. NT for small amounts going into the close.

[purchaseatthetop] 18/1/2021 16:22

ivor...those of from shareapps where there are no dealing costs. Or OCD investors who cannot stand numbers of share that are not round numbers....

[hsdeo] 18/1/2021 16:19

I have fight the temptation to buy more. Heart says go for it but mind says you have enough!

[purchaseatthetop] 18/1/2021 16:12

hsdeo...whatever is happening, or not, or beginning to, or whatever, it is very good to be firmly established and able to watch. IMO the volumes are far too small to be any serious accumulation at this point. However, just like you I am often wrong!!!

[ivor hunch] 18/1/2021 16:11

There also seem to be a large number of tiny deals - 30-50 shares where the cost of the shares is probably less than the dealing costs.