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Share Name Share Symbol Market Type Share ISIN Share Description
Iofina LSE:IOF London Ordinary Share GB00B2QL5C79 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.20p -1.45% 13.625p 13.05p 14.20p 14.20p 14.20p 14.20p 15,357 16:35:10
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 20.8 -9.8 -7.6 - 17.38

Iofina Share Discussion Threads

Showing 84501 to 84525 of 84525 messages
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DateSubjectAuthorDiscuss
15/1/2019
22:14
Chilean export prices are actual for each week. European import prices are actual for the given month. As these are for very large volumes I'm taking them as bulk prices. I have no access to spot prices. I was told by a producer that most large contracts are on a quarterly basis I have no other confirmation on this just took it as the case. I do see actual landed prices jumped in January 2018 but no big changes each quarter although they did rise. Anything you can add to the analysis gratefully received, hope that helps.
serratia
15/1/2019
21:34
Serratia I assume these figures you keep quoting are based on landed prices. or do you have access to current agreed prices. The difference can be 5 months on spot or 17 months on annual contracts. So I am curious?
bocker01
15/1/2019
21:24
Weak pound helps when Iofina break 1000MT run rate this year and the Japanese get their cheque books out :-)
captain_kurt
15/1/2019
21:18
KR, don't know about that. All the fat cats and JC wanted Brexit to fail. The Stock market has already built in a Brexit failure. Also not sure how that effects an essentially US stock.
strocketman
15/1/2019
19:37
and given they didn't announce a miss of targets, I think it's reasonable to assume production is on track or above the last forecast announced, doesn't it? Meaning they don't need to make an announcement, if within a range of what, 10% or something?
naphar
15/1/2019
19:33
In that case it's a great week KR as if the notes are sorted and you think Brexit will affect things it's fill yer boots time. But as we all know that it's unlikely to affect IOF under those circs If the production update doesn't come this week I'll be starting to think that the note deal is so close they have held off to complete it and include it in news.
superg1
15/1/2019
17:23
Lets hope Frank "mermaid" Mermoud is advising iofina on the bdexit timetable. This week probably isn't a very good week to release news.... however positive.
king_roster_iii
15/1/2019
17:14
Some cross checks to verify the figures - I get the weekly iodine export figures from Chile in $. Using the European import bulk prices I can convert the $ to tons. In 2017 exports were 17505 tons and in 2018 18045 tons an increase of 540 tons. From SQM's quarterly figures I get the iodine + salts tons sold. From that I subtract 50 tpm for the non iodine part of the salts. In 2017 to Q3 SQM sold 9250 tons, by Q3 2018 they sold 9650 tons an increase of 400 tons. If I assume Q4 sales are at the same rate that would give an increase of 533 tons in 2018. That fits exactly with the increase in exports. A look at caliche mining to November 2018 shows tons mined at 53.583m up 18.5% on the year to November 2017. This is due to SQM reducing mining in 2017 so they could show a profit at the reduced prices.
serratia
15/1/2019
15:04
I track iodine imports into Europe, not all of them but enough to get a handle on global volumes/prices. I follow over 10% of the worlds demand so prices should be pretty representative. The Chilean material ended the year at $24.50/kg where it's been for a while. Japanese material ended at $21.5/kg again unchanged for a while. Volume wise the same lines combined are up 2.4% in 2018 which is in line with quoted market growth. The largest price change ex Chile was in January 2018 rising 12% on the previous month. Japanese material stayed pretty constant through the first 6 months with a slight rise to year end. Chilean imports went up 17% from 2016 to 2017 but dropped by 5.3% from 2017 to 2018 presumably in response to the January price rise which wasn't followed by the Japanese. Japanese imports rose by 8.1% from 2016 to 2017 and by 26.4% from 2017 to 2018. Next month I'll see if Chile has again pushed prices in January and whether the Japanese prices catch up.
serratia
15/1/2019
14:42
Algorithm getting bored. Interesting that it decided to buy a large block.
strocketman
15/1/2019
14:23
Ha ha yes, the pea shooter's out :)
king_roster_iii
15/1/2019
14:18
Opening salvo? 357 shares traded so far....more cap pistol I'm afraid.
freddievas
15/1/2019
14:10
Yes,for the record the opening salvo was 14.20 hours.
geraldus
15/1/2019
14:05
There you go, the big guns have started firing!
noujay
15/1/2019
12:27
Eyes down for some lunchtime buying?
king_roster_iii
15/1/2019
12:26
Can we have a trade today ! no shares traded yet
darrentrek66
15/1/2019
10:05
Monty The whole world knows what the outcome would be it’s going to get trashed so there will be no surprise. The question is will May give up what she should have done some time ago. She is one stubborn lady always has been in nany role (aka stupid woman) no I didn't say stupid woman I said stupid people. Even though it's there in black and white it's you guys that don't know how to spell people that are reading it wrong. If you check out John Lennon's well known song although it sounds like woman and it looks like his lips are saying woman it's actually people, Why they called the song Woman is a complete mystery. Eg People I can hardly express My mixed emotions at my thoughtlessness After all, I´m forever in your debt And people I will try to express My inner feeling and thankfulness For showing me the meaning of success See where the idea folk got that he said woman is beyond me :-) Dirty lying toe-rag I detest liars. Caught bang to rights, fair cop guv and he won't admit it.
superg1
15/1/2019
07:09
No news yet then
pictureframe
14/1/2019
23:55
Not huge volumes but someone confident today - hopefully justified
pcjoe
14/1/2019
23:49
Now hard to buy in volume. The update will be interesting.
strocketman
14/1/2019
15:09
Io7 would have brought cost per kg down to $16?
captain_kurt
14/1/2019
15:05
If they met production targets. They are generating free cashflow imo
captain_kurt
14/1/2019
14:58
No idea what is coming. Logic and circs suggest notes will be sorted. Iodine price rise indicate a better H2 than H1. All we don’t know is Q4 production.
superg1
14/1/2019
14:55
14-Jan-1913:40:2512.90155,278 12.3013.5020.03kO
mrshaungcm
14/1/2019
14:54
Looks like someone just jumped from the when fence to the now fence!
king_roster_iii
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