Iofina Share Discussion Threads

[heartwell] 03/2/2015 11:46

Sub 30p coming

Boom. right again

[heartwell] 03/2/2015 11:45

Odvod alot less than the 1000mt exit rate forecast

The tide is out for Iofina bod and the selling continues

Into February and no growth plans. Delayed by 6 months. Ask yourself why

[che7win] 03/2/2015 11:41

Those plants have resulted in a like-for-like increase of over 90% between 2013 and 2014.

Those same 6 plants will result in a like-for-like increase around 50% on a conservative basis in 2015.

171MT to 327.7MT in a year, 440-520MT this year from the same 6 plants with additional plants only adding to it.
Those 6 plants have efficiency gains, this shows the potential

Will they keep up with the storming chemical division performance? It's neck and neck, LOVE IT.

The business roll out from here becomes a lot easier with all the heavy lifting and learning out of the way.

All internal organic growth, beautiful.

[odvod] 03/2/2015 11:31

And that rubbish processed how many mt? Sit tight and wait prudently for the cycle to turn is a good strategy. And do something else (water) within your competence meanwhile.

[heartwell] 03/2/2015 11:29

Che7win your rose tinted glasses have gotten you from £2.50 to 31p.
But lower to come

[heartwell] 03/2/2015 11:28

They just made the lower end of their target by reducing the target 3 times. And that was after 6 months of tweaking. The plants are rubbish.
Now into Feb 2015 and there are no growth plans for a reason imo.

No Growth means going backwards on AIM

[heartwell] 03/2/2015 11:24

10k sells hitting the bid. Not long now

[che7win] 03/2/2015 11:14

Love it,
Crude oil up 20% from last week (technically a bull market), US petrol consumption is picking up, iodine price bottomed and rising, even copper moving up.

World economy demand of iodine will keep on increasing at 3% rates.

Water outcome soon, IOF describe the delay as 'just a kink in the road', yet it isn't registered in any broker notes or the price.

Efficiency drive of existing plants continues, balance sheet healthy, loads of cash and gearing effect to come and reduced admin expenses feeding through.

50% growth this year from existing plants without any further capex, any new plants just increases that base growth.

That water venture has a 30p worth all on it's own, royalty rates straight to our bottom line yet nothing priced in.

I reckon, pending a water outcome, broker notes will be sitting ready to release.

Iodine makes a further move up, gearing the price x2, growth strategy possibly x4 price in 18 months, baseline 1 bagger from here in no time.

Poor performance in operations last year, yet cash building upwards on the balance sheet, love it!

In fact, growth last year in cash from $6.2 m H1 to $7.5m a few months later.

10 mobiles could be built today with cash, water venture just adds to the cash pile in all probability!

No growth last year matey?
Answer: "Furthermore, the Board expects overall Revenue in 2014 to be over 35% higher than 2013 Revenue"

OUTPERFORMANCE!

Doh, ok, no growth this year matey? Not what I hear matey, expect more of the same.
HINT "Through improved plant efficiencies and strategic growth the Board expects 2015 to be an exceptional year for Iofina and looks forward to updating shareholders on progress"

Exceptional outperformance of the market is expected by me this year, LOVE IT!

[heartwell] 03/2/2015 11:08

There are no expansion plans as the Company have very little cash after building
a number of expensive plants in the wrong locations
All hinges on the water hearing and the result could be many months away

[heartwell] 03/2/2015 10:45

You would think so roundup. after all they have Quote "We have 1000s of brine samples" to become the number one iodine producer in the world

ROTFLOL

[che7win] 03/2/2015 10:43

Heart / ACT,
I love these TUNG in cheek comments, lol.

mclellan was on LSE with MSMN correct?

[arlington chetwynd talbot] 03/2/2015 10:38

This would do better if Graham "migrated" to London South East. Since mclellan was 'moved' there, XEL has risen by about a third.

[roundup] 03/2/2015 10:23

Tks. Superg. Yes, I understand, but wouldn't one think there would be some who would have the foresight to load up at these giveaway prices. Unfortunately, I am fully committed financially.

[heartwell] 03/2/2015 10:21

Plans for 2014. 12 plants. Quote "We have 1000s of brine samples"
Plans from 2014 after the AGM. atleast 2 mobile units. Quote "We have 1000s of brine samples"
Plans for 2015. Err lets just say Quote "We have 1000s of brine samples"

You can pull the wool over superg's eyes but not the rest

ROTFLOL

[heartwell] 03/2/2015 10:18

Standing still means going backwards on AIM.
Under promise and under delivery will be the order of 2015 on Iodine
The BOD have no iodine growth options. Water can only save the day.

[superg1] 03/2/2015 09:53

Round

As pointed out in recent weeks. Much 'selling' in the market on 100's of shares to at least some degree is people caught on margins.

The Swiss franc was thumped as was Afren and many others. Some SB companies have immediate closure of bets, some allow a period a grace giving the customer time to cover margins, which means they may close bets in positions of their choice to cover the bet, or simply deposit funds.

The deposit funds option is probably limited due to the scale of damage caused across some popular sectors like oil.

Then you have the smaller SB companies, where following the Swiss franc crash some may consider the company may go bust, so they sell and get their funds out. I'm sure that will have happened too.

Look at the Quindell SP, I'm sure some have tried to make money there but it's all over the place in big moves.

Hence like I said last week, personally I'm just sitting and waiting for the rush hour traffic to subside. While keeping a close eye on potential events in the iodine sector.

Yesterday to me felt like some forced sells going on. Could be voluntary, I don't know, but the volume compared to recent times (excluding news events) was unusual.

Folks like Heart don't interest me, but they know they get under the skin of others, so they post. What they say, achieve, or don't achieve, is of no interest to me.

Clearly we get under their skin, as why post and read here. That tells it's own story, they can't afford to filter the thread. They don't know where to look for events already brewing, and they won't find it here either :-)

I sleep soundly with confidence, others may not, but then they don't put any effort in.

[brucie5] 03/2/2015 09:52

Heartwell 3 Feb'15 - 09:08 - 29316 of 29318 0 1

Critical for iofina shareholders. if 30p breaks this will move swiftly lower

----------------------------------------------------------------------
You could always be right. Personally I think we're making a double bottom at the 30p level, after which, more likely to rechallenge the 40p level, which has proved tough resistance. Unless it goes badly wrong, it also looks to me like the bottoms are in from last November. I bought back in too early at the 40 level, but I think it would be premature to sell right now. Water rights etc.

[roger melly] 03/2/2015 09:25

IOF share price slightly down and Heartwell gets his rocks off.

It's better than a real woman to him!

[heartwell] 03/2/2015 09:11

This is a water company now, without a plant hanging on a legal challenge

[heartwell] 03/2/2015 09:08

Critical for iofina shareholders. if 30p breaks this will move swiftly lower

6 plants producing very little, no growth plans for over 6 months with 1000+ samples in the field.

Iodine cul-de-sac

[roundup] 03/2/2015 09:08

Why all the selling whenever we are about to receive a cash injection with increased production and the price of iodine rising, and our chemical plant going in leaps and bounds.

[heartwell] 03/2/2015 08:39

oh deary, zero growth means an ever decreasing share price.

[naphar] 02/2/2015 22:44

Bog
The $15m before included $5m IIRC for Atlantis, ie not connected to permits we are applying for. So an 80k bpd permit may only get a $4m offer for 50%.
It may get more if it is subject to award of the permit as there is more certainty.
OTOH, the $10m before was to have 50% of the water business, I don't think it was limited to on permit. So it's really difficult and misleading when people quote values for upfront payments. We will not know until it happens and we are told. Maybe best people don't have false expectations.

[naphar] 02/2/2015 22:37

Bocker
The $15m we turned down from Halli before was for a lot more than what may be kn offer now. We were expecting a permit about 2.5 times the size that we now expect, and that deal also included half of the Atlantis resource.

There is no knowing if $15m would be on offer now for just the current expected permit. Would be nice though.

[bogg1e] 02/2/2015 22:20

Bocker, we have to be careful when assuming that haliburton will pay the full amount up front. As the permit will require 2 x 80,000 bpd and 1 x 40,000 bpd licences to total the full 200,000 bpd, Halburton may only pay up front per licence, ie if, as you assume hal will offer $15 mil for the full 200k bpd, hal may only pay 5 mil for the first licence. Cheers.