Itaconix Share Discussion Threads

[ohojim] 23/4/2021 07:11

Cue Music......sweet music.....lalala.....camera pans away to show frolicking antelopes and bunnies in the forest.....morning m'Lord

[purchaseatthetop] 23/4/2021 06:14

Thanks for that link Thordon. It is dated 2015 so it one of those old applications that I am 100% sure are almost developed now for several new products.

Looking back at what JS said during the analysts presentation he said that the new VP's allowed him to return to their IP and get on with product development. You can see why that is critical as the IP is a million miles wide.

The key thing we need to remember is that even though we are relatively close to the company and quasi-stalk it, we are still blinkered over just what level of application the IP has to the new Green Revolution/Green Economy. Back in my MBA days I used to always use Terry Hills "Order Qualifying" and "Order Winning" criteria. Any company needs to list the aspects the product/service needs to possess to even be considered by a person/company as a potential purchase (order qualifying) and then to list the aspects that enable it to actually win the final order. sort of the bells and whistles (order winning criteria). The point was always to show organisations that it is no use to have all the order winning criteria if you missed order qualifying criteria because then you never even got considered so the bells and whistles were a waste of time and money.

In the new Green Economy the ITX IP is a critical "order qualifying" criteria. That basic. That means EVERY company MUST have it otherwise they are dinosaurs.

JS has a clear vision of this fact and is clearly enjoying the process of making it happen.

If I am correct in my analysis, and if Bidden and the USA is now going Green, then it is a game changer. ITX can be in the forefront of this process.

IMO do not look at 20p, 35p or even 50p. 250p is a valuation of £1b. That is still cheap if the ITX IP is so important. Yes, there can be substitution of other new processes and technologies but if it were that easy it would not have taken ITX a decade to get here and now ITX has huge first mover advantage. Barriers to entry are rising all the time for competitors. IMO ITX will licence production to meet demand as well as producing the polymers itself.

Yes...investing chance of a lifetime. Period.

[al101uk] 23/4/2021 00:25

It was Amerisur, which finally got taken over at the end of 2019. Was a good place to chat, not so good an investment.

Some of the guys that were on there are following Ironveld and Kazera Global now... more Giles Clarke companies... must be mad!

Don't know KMR.

[quantas01] 22/4/2021 23:58

ITX up over 20% on the US market..8-)

[donaferentes] 22/4/2021 23:02

https://www.google.co.uk/search?q=the+great+nepalese&ie=UTF-8&oe=UTF-8&hl=en-gb&client=safari#wptab=s:H4sIAAAAAAAAAONgVuLWT9c3rDAtLLYwKHnE6M4t8PLHPWEpu0lrTl5jtODiCs7IL3fNK8ksqRTS4mKDshS4-KWQ9WkwSPFyIQvw7GLi88lPTswJyM8MyMgvyS9exCqaXpSaWKKQl1qQmJNanKpQABYHAA9hrfWCAAAA

[donaferentes] 22/4/2021 22:55

Hi al191uk - I certainly remember your name. Was it AMER the thread? Where we all got shafted when the BoD sold us out cheap to their new employer? Or KMR which went almost to zero and is now thriving in Mozambique? Must be 10 years ago

[thordon] 22/4/2021 21:50

LOL Americans must have OCD as the shares they buy are in blocks i,e 5000 ; 10000 ; 4500

[thordon] 22/4/2021 21:43

Grace83 found this link on IP product

hxxps://itaconix.com/wp-content/uploads/Tech-Data-Sheet-XDP-820-v1.0.1.pdf

Thordon

My understanding is paints ; conversion of high toxic waste and very stable.
As for waste conversion to neutral very expensive hence why not taken up , maybe the law will change this.
Paints on other hand is a product and cost effective
Only done 30 min research so will dig further any way below the safety sheet

hxxps://itaconix.com/wp-content/uploads/SDS-Itaconix-XDP820-v1.1.0-GHS.pdf

This could be what John S was referring to on old projects and IP

[gurunostradamus] 22/4/2021 21:41

This share has so much potential that is unbelievable and I need to pinch myself that surely it should be well above £100M mcap just on its potential rather and future prospects. But here is a company in AIM that will surely go into profit later this year and it’s partnered with the big boys to deliver its technology. If this company remains independent then surely by 2025 it will surely be £1B mcap. I guess we need to remain focused and remain patient as surely MMS will be trying to take the shares off us to sell to the IIs.

As PATT keeps saying this is an opportunity of a life time.

[meganxmas] 22/4/2021 21:13

Pretty impressive ... and only had 46,000 views :):)

[parob] 22/4/2021 20:58

Post by falesta on lse bb:Go to 8:10 on time line and watch, access to a $10B market.hTTps://www.youtube.com/watch?v=xPVEyYlgDq8

[al101uk] 22/4/2021 20:52

donaferentes,

I know that share, almost feels like I went the Great Nep I heard about it so many times ;-)

[smudge104] 22/4/2021 20:36

Up some 20% in us

[ohojim] 22/4/2021 20:15

.....only joking!

[donaferentes] 22/4/2021 20:04

Free to whom at whose expense. Didn't they ever tell you there's no such thing as a free lunch?

[the white house] 22/4/2021 19:51

Heavy buying action in the last 10 minutes...100 Club @ 100

[daveboy19] 22/4/2021 19:45

Superb day today, chaps. Not sure if we can top it tomorrow as this run will have to end at some stage. Although I then think of my late Dad saying iphones and fb would never ever take off !! .... be an honour to buy you all a half lemon and lime shandy if it goes to plan.

[ragnarr] 22/4/2021 19:29

President Biden has also just added a boost to ITX by pledging to cut US carbon emissions by 50- 52 percent below 2005 levels by 2030.Ties in with John Shaws recent comments..Consumers and brand managers are increasingly aware of the potential for consumer goods to generate less carbon emissions, reduce energy consumption, and decrease the release of chemicals into the environment."."With new urgency in consumer markets to address both cleanliness and climate change, our years of development efforts propelled our commercial activities and results to a new stage of growth. We are pleased that brands are recognising the role our plant-based polymers play as advanced materials within the decarbonisation economy."

[ohojim] 22/4/2021 19:15

I'm taller than you. But I as you can see, I can bore for England with the best of them. I think we would get on.

[purchaseatthetop] 22/4/2021 19:13

6pm came and was taken advantage of. I sat in the garden (Gerrards Cross) and had a beer. Now another. FYI....I am 6 ft 1 and lots of grey hair. But yes....a terrible bore.

[ohojim] 22/4/2021 19:00

Sad. Means you will always be a figment. But I have a vivid imagination so you are always a superhero on these boards patt..... Even if you are a short fat bald bore.

Yes 6 o'clock came and went hours ago....

[eeza] 22/4/2021 18:56

It must be a 6pm night.

[ohojim] 22/4/2021 18:55

Crikey! Next week then! Smart casual I'm hoping, erring on the casual.