Itaconix Share Discussion Threads

[parob] 13/3/2024 07:13

That is a great find and the first Unilever product that I'm aware of. Tresemme is a big hair care brand with frequent TV ads etc.Hopefully cleaning products next.--------Unilever to eliminate fossil fuels in cleaning products by 2030(News from 02/09/2020)London/Rotterdam - Unilever, a leading manufacturer of cleaning and laundry products, today announces it will source 100% of the carbon derived from fossil fuels in its cleaning and laundry product formulations with renewable or recycled carbon. This move is set to transform the sustainability of global cleaning and laundry brands including Omo (Persil), Sunlight, Cif and Domestos.hTTps://www.unilever.com/news/press-releases/2020/unilever-to-invest-1-billion-to-eliminate-fossil-fuels-in-cleaning-products-by-2030.html

[gurunostradamus] 12/3/2024 23:28

I asked John Shaw specifically about ITACONIX business applications into Unilever last year during the Q&A and he replied that it won’t happen for a few years and he also included Proctor & Gamble as a future customer. If Unilever above is confirmed as a customer then indeed it’s good news well ahead of John Shaw’s expected timescales.

[rivaldo] 12/3/2024 22:21

Wow - Unilever will attract people's attention....hopefully the first of many.

[gurunostradamus] 12/3/2024 19:53

Tick-tock why don’t you accept 10 bagger instead of a 100 bagger please ! As I don’t want to wait for too long take care GN!

[leoboy] 12/3/2024 19:42

proof that Unilever is one of our Customers :



will they reformulate other products ... ?

[dexdringle] 12/3/2024 19:05

It is odd that it seems to be racing up on virtually no volume ??

[lefrene] 12/3/2024 18:15

One thing for sure, if there is a predator out there, then the longer they dither the more they will have to pay! :¬)

Imo it's worth £200 million all day long to a big hitter who wants to 'greenwash' their chemical empire, and buy themselves a new clean tech future, that's on the brink of sticky profits, with a huge moat of patents.

I noticed in the Share Soc vid that they already fought off one behemoth (Cargill?) over patent infringement. Typical big bully types wanting to steal, when their own expensive whitecoat department can't deliver the goods.

[dexdringle] 12/3/2024 17:54

If your break even is £68 I think you're going to be waiting a long time!

[tictac] 12/3/2024 17:08

I bought these a few years ago at 1.36p - always had in mind that it was the sort of company that if I held on long enough could be a 100 bagger - so my consolidation adjusted target is still 6800. I suspect there's a little more waiting to be done though.

[wololol] 12/3/2024 16:39

Id settle for 800

[parob] 12/3/2024 16:32

Very aggressive buyer in the market. Wonder if we receive a bid much earlier than we think.

[lefrene] 12/3/2024 16:26

My view, the broker target only covers the current year, the prospects further out are in for free at 600p. Those 'super saturates' could have much wider, more valuable, applications than are currently thought. But it's never wrong to take a profit, fuel in the bank for another day.

[jpuff] 12/3/2024 16:23

Personally I'm looking for £15

[wololol] 12/3/2024 14:59

First target 400p then I'll skim 20% and then wait for 600p broker target

[lefrene] 12/3/2024 14:51

Looks like some USA buying creeping in. Do please pile in, this is an all American business, going places on the green brick road.

[purchaseatthetop] 08/3/2024 17:53

It’s great stuff but there is one detail that needs clarifying for it to be rock solid.

$1m of the large increase in revenue in the year to 31/12/22 was formulation materials with a gross margin of just 8%. This caused the gross margin to slump from 35% to 26% odd.

The recent trading update only gives the headline $7.9m revenue. It does not say either how much of that is formulation product nor what the gross margin is.

Other than that it is aces.

[gurunostradamus] 08/3/2024 16:46

Great end to the week with another 8% plus rise, I don’t like to tempt fate but the trading since the results has been very unusual with a very consistent markup by the MMs. It seems as if they know something that we don’t. It’s only pure speculation on my part but the pattern almost daily rises with volume increasing gradually bodes well for the foreseeable future. As the wise have said it’s a long road to Tipperary, May it continue uphill for the remaining of the year, at least. Just hold your shares tight and don’t give them away cheaply as it’s been a long wait.




free stock charts from uk.advfn.com

[lefrene] 08/3/2024 14:45

Parob, I hope I'm wrong, but I'm expecting the FED to hike rates again using inflation as an excuse, just so that the banks that own the FED can seize a raft of bust banks, asset strip them and harvest all their clients into one of the banks 'too big to fail' ie the big 6. Thus getting to own the debt slaves. Once that's done then rates will come down.

We will know next Tuesday.

[lefrene] 08/3/2024 14:07

It's when the newly nervous tech funds start getting interested that the price will move But of course the very lack of liquidity created by the need to get on the OTC, makes the share untradeable. Perhaps as the price rises we might see free issues to holders to boost liquidity? I however remain of the view that the value is so low and the assets/attributes here are so desirable that a predator will take it out.

All the work has been done, the moat of patents, the growing list of sticky clients, new products for new sectors, strong balance sheet, on the cusp of profitability, and built in surplus production capacity. All that, and it comes with a great big 'green halo' in which to wrap your dodgy chemical industry.

Somebody is going to want it.

[wololol] 08/3/2024 13:05

Shares are held very tight Fils don't stress over it. Imagine when the share volume picks up what will happen.

[fillspectre] 08/3/2024 13:02

Nice to see it moving up. Still very low share volume given the number of shares in issue. Fils.

[lefrene] 08/3/2024 10:43

Good to see this moving towards a more sensible valuation, that befits the prospects and current improving trade. An easy meal for big pharma to swallow whole for £200 million :¬)

[wololol] 07/3/2024 15:25

Not bad, still a long long way to go to get to fair value.

[rivaldo] 07/3/2024 15:22

Good to see buying at 200p once again :o))