Iofina Share Discussion Threads

[monkeymagic3] 30/1/2015 15:11

I am literally lost for words this week.

[roger melly] 30/1/2015 15:06

Who needs Heartwell when we've got Bogg1e!

[woodpeckers] 30/1/2015 14:56

There are so many pi's taking a punt on Afren today that I wouldn't be surprised if some have sold a few here for that. Hopefully they'll be lucky and will cash in next week and bring back 2 or 3 times as much to invest here.

[bogg1e] 30/1/2015 14:50

Roger, same as, got a chunk of cash waiting for the right time to top up, was tempted at 35p cos it looked like another move up, but we have time, especially if we aren't going to get any update til after the water hearing. 3 weeks minimum is a long time on the stock market, im looking at 27-28p, if the market forces the price down further. If not and the share price stabilizes and starts to rise then i shall buy in then.

[rogerbridge] 30/1/2015 14:44

I am under water here, though not by much, having bought way back. There is no loss, unless you sell at a loss. I am in for the long term and believe the management have turned IOF around and the prospects here are much better than most companies I have looked at. In fact, if the share price goes down a tad, I am organizing some funds to take advantage. We will see who is smiling in a few months time.

[superg1] 30/1/2015 13:52

kaos

Loads of different ways to look at investments. The key to me is not go with my thoughts be very aware of how investor behaviour can launch a share north or south for no valid fundamental reason.

Hence no matter how good or bad I think a share is I stand waiting for the dust to settle with the tide fully out.

I look at share for it's business.

If an illiquid share at 70p with a loaded up gambler with a reasonably high holding, then if he gets hit in any any other share, generally he is a forced seller across his entire portfolio and not in an orderly fashion. MM's are not into charity and they know a forced sell when they see one, so they'll walk it down sharpish.

I can look at the business all I like but not personal accounts which are sometime what determines an share price In a rising trend there is far less risk, which is probably why traders like break outs so much.

A break down tends to wipe out the margins and a break up takes it clear of margins, that reduces the risk to their gearing.

[arlington chetwynd talbot] 30/1/2015 13:40

"Is one better then the other and are certain BBs reserved just for 1 type?"

Good question. The narrative here is always long, and mostly wrong. The truth of course is more subtle, with most adopting trading plans. The rule is simple, don't talk it down.

[kaos3] 30/1/2015 13:33

Interesting the investor/trader perception. Is one better then the other and are certain BBs reserved just for 1 type? I tend to be fundamental but look at charts for timing and alerts of a hidden action which had to be looked at. I tend to look at both types of posts.

[7cats] 30/1/2015 13:09

Superg1 Could I also be added to your list, as the next few weeks/months could be key, I would be lost without your detailed post. [e-mail]..

[che7win] 30/1/2015 12:39

Fest,
I don't know, it may still reappear.

There is some weakness across the market, what we can say is that the market has moved out of the two year downtrend in IOF.

It will take time for the market to show strength, currently there is noise on the chart as the Bulls and bears have a fairly even tug of war here.

I can see the some strength recovery, the MACD indicators have recovered to near neutrality, as ever its a game of patience.

I'm content to let the fundamentals take the lead, any sniff of sustained iodine price recovery and this share price will look silly.

[joeblogg2] 30/1/2015 12:29

Fest. you are not alone but as super as said possibly quite a few forced sellers in this dire market :((

[festario] 30/1/2015 12:25

Che7win, what happened to that 'upward trend' that was firmly in place?
I fell for it, yet again... at 38p.

[superg1] 30/1/2015 12:14

Some may find this document useful for various investments.

It's the USGS 2014 Mineral commodity summary (about 80 minerals) and has some good info if you are looking to see which sectors are growing and how scarce resources may be.

Iodine is in it, and the one point that caught my attention was the sudden spike of imports for iodine in 2011.

The US imported near 900mt more that year. That was the year the shortage hit. So no need to speculate that end users stockpile at the sniff of a shortage, they absolutely do and that compounds the problem.

Halliburton played that game when they got a sniff of a guar gum shortage. They got caught with expensive inventory as India simply planted some more guar beans to meet demand

At $30 per kg if events happen then they will be falling over themselves to stock up on cheap iodine. The trouble is the producer inventories appear to be well below what they were in 2011.

[superg1] 30/1/2015 12:01

As I said Jbe.

I'll stick most of the relevant info with references (as in the Chile situation) on the thread.

I have no wish to assist traders with behind the scenes activity which may coincide with a signal for them.

EG it could be about to bounce off a trend line and an event or info would probably cause the bounce and their knowledge of that would encourage them to buy with more confidence of a bounce.

Just like the bears keep them guessing about the fundamental side. If I post anything it's because I believe it has substance to it. If I am speculating due to circumstances I add 'just speculating' in the post.

Traders are not too concerned about fundamentals, it's all about trends for them, but some like to use BBs to pick up on information and sentiment.

While they are studying charts I'll be keeping a very close eye and fundamentals and the guys I know that are investors will learn of events (if not announced or posted by someone else) well before the the market and bears/traders click.

There is a lot of info about. I will prove a point on one share when sufficient time has passed. Had I been of guy of their ilk I could make a killing by going short and then going long once the herd did a mass exit. I can assure you it is the type of info that would have the lemmings throwing themselves off the cliff, but in fact it isn't a problem at all, just a mass herd trigger to make a killing.

I won't be doing that or what reveal what it is. It's nothing at all to do with this share, it's just something I stumbled across then worked out which shares it affects.

Note the traders kindly add in charts pointing to doom when they are out, and pointing to a rise when they are in.

[superg1] 30/1/2015 11:15

Regarding the position of others and other shares, certain shares get a regular mention and I'm fully aware those shares have been in free-fall. Some may continue.

Typically some over-gear (some well over-geared) have forced sells, so for me it's a game of waiting to identify when the gearing risk game diminishes.

Afren will have created some collateral damage (forced sell margin calls) to other shares.

When those shares dive I haven't the slightest clue what those folks have in their portfolio, at other times it can be obvious.

If you have noticed the trolls/persons with conditions meaning we should excuse them, attack such share portfolio's that they identify. Except one share which speaks volumes about who is who re the naysayers.

[jbe81] 30/1/2015 11:07

Are you suggesting someone with a Big interest?

[superg1] 30/1/2015 11:02

Someone much bigger than my interest will be thinking that.

I feel sorry for heart the guy just needs a big hug. We have to consider they may be 'issues' with heart that we don't know about. There seems to be.

I have him on filter, apologies heart.

Should include Net/Act with that as if he is an alcoholic it's not a pleasant life or condition to deal with, I suspect other issues are there too.

We can't just assume they are just trolls, they seems to be an underlying issue imo.

If that is the problem guys best of luck.

[jbe81] 30/1/2015 10:58

Super looks like you will get your 32p, christmas has come early!

[heartwell] 30/1/2015 10:56

No holders got the balls to start a group action against the company ?

Or are you monkeys still "don't see, don't hear, don't speak" ?

[napoleon 14th] 30/1/2015 10:52

Roundup - I simply have just filtered Heartwell.