Iofina Share Discussion Threads

[dropside] 19/6/2013 15:24

Yes thank you, very balanced and good summary.

[worraps] 19/6/2013 15:04

wayneduncan......thanks for that report, much appreciated.

[wayneduncan] 19/6/2013 14:43

Just sat cooling down before attending a client meeting this afternoon (had to create a reason to be down here for the day job so I could go to the AGM) Discussed at length with warrensearle after the event and we continue to be heavily invested - some of us *ahem* are all in!What IOF is/are doing is incredible. They are forging a brand new path within the iodine industry and this is not easy. We will have challenges and it will not happen overnight - or even this year. The key thing is IT WILL HAPPEN.At first I was quite unimpressed with Chris Fey, I was expecting him to step out and say "ladies and gents, we are knocking this out of the park" but he was very cautious and played more or less everything down. Looking back on it now he got it absolutely spot on.Don't concern yourself about whether IO3 is online in July or August - just know it is coming online.If we can get 6 plants online in 2013, then another 6 or 8 in 2014 we are going to be SERIOUSLY on the radar in 2015. These are my timescales.Don't follow the daily price, don't panic, don't listen to the nay-sayers. We're in good hands.In IOF we trust!

[joeywald] 19/6/2013 14:39

Bogg1e

Please see Ansana's post below:


Ansana
19 Jun'13 - 13:47 - 2462 of 2478 0 0

RM please don't engage N3 our policy is to let him rave.

[che7win] 19/6/2013 14:37

CR did zero research, yet pumps up companies like NANO without any idea of the royalty deal with Dow.

Comment retracted - DYOR.

[monts12] 19/6/2013 14:32

Yes but the deviation was already stated in the Resignation RNS...I just think the last few RNS's could have been better worded, nothing major

[napoleon 14th] 19/6/2013 14:30

From CR's thread:



napoleon 14th 19 Jun'13 - 13:47 - 149488 of 149490 0 0 edit


I might not take any notice of scaremongering, sometimes to a fault, but unless
the proceedings of the IOF AGM today vary substantially from the statement enclosed I can't see any reason for taking any notice of, or taking any part in, the quandary about the company. Have briefly caught up with reading the posts on the thread...nothing untoward.

I have held since buying @ 42p last year, & have no reason for changing course.

FWIW, DYOR & WTFDIK.

[napoleon 14th] 19/6/2013 14:29

montq - pro forma measure IMO.
It explains a deviance from the planned agenda.
Nothing else to it, IMO.

[monts12] 19/6/2013 14:20

Not sure why they had to mention Lance's resignation again in the Result of AGM RNS ...

[bogg1e] 19/6/2013 14:16

joeblogg

" The process works and on with the rollout. Lance in one of the questions answered the competition over the coming months will soon become fully aware of what the company can do!!!"

Ive wondered whether there could be advantageous tie ins with (apparantly struggling) competitors to help them improve their production levels??

Perhaps using a licence fee/ royalty business model.

[orslega] 19/6/2013 14:09

so Lance re-iterating what he said 2 months ago.....nothing changed then except 2 months further on...

...good also to hear Lance made the AGM...wish him all the very best for the future.

Sat 13th April 2013 - from Lance

We will in due course but currently our rollout it is important to not show the world as we are changing the industry forever. In the coming months we will be so far ahead it will not matter. We will do retail presentations in the coming roadshows.

Best

Lance

[warala] 19/6/2013 14:09

Glad and very pleased that Lance is reasonably well.As to IOF sit tight and dont let them panic you into selling.Thanks to all the information on here.

[ansana] 19/6/2013 14:06

VMH noted.

[xippy] 19/6/2013 14:05

Any AGM'ers will all be having lunch in the sunshine washed down with some fine wines or Ales. They will have not a care in the world, having heard first hand all the good things this company are doing, will do and having all their hard work and research rewarded with confirmations. I think we'll end unchanged on the day.

[joeblogg2] 19/6/2013 14:01

Back from the AGM but left early before resolutions were voted. Chris Frey did an excellent job in the presentation. Lance, I hope I am not speaking too soon but looked reasonably well!! They are just getting on with the job and as far as I could gauge nothing to worry. The process works and on with the rollout. Lance in one of the questions answered the competition over the coming months will soon become fully aware of what the company can do!!!

[mr paul b] 19/6/2013 13:57

Was lance at the agm

[awolagain] 19/6/2013 13:54

Rage is a nice term...sums it up! Glad we have not missed the targets...that would really put a damper on an already heady correction. For sure the market felt Lance was the main driver and strategist, the team doing his bidding. A good pair of hands that the market like will drive us forward. Any news on that yet? He is a hard act to follow.

Any further news from the agm??

[verymaryhinge] 19/6/2013 13:50

RM has been filtered for a while.

[the librarian] 19/6/2013 13:50

awol, not aware of missed targets, I will wait until the end of the year to see what happens there. Not at the AGM, just picking up on what others have posted. I feel sure that we will all have a lot to read later!

[diggulden] 19/6/2013 13:48

Awol, we haven't missed any targets, only some speculative ones that were posted on the board. Lance going was unfortunate, but still involved heavily in the business from what I understand.

Unlucky on the accidental closure, done that before, followed by a rage moment, not impressive!

[ansana] 19/6/2013 13:47

RM please don't engage N3 our policy is to let him rave.

[awolagain] 19/6/2013 13:46

Careless...the screen froze as I was closing another position and next thing I know is one of my IOFs has gone....I jumped up and down and chucked the toys out of the pram...so I bought another position and used some of it to by some more shares...!!! not a happy bunny.
Well we have lost the CEO and if I am reading the posts right we have missed some targets?? Are you at the AGM Lib??

[randolph and mortimer] 19/6/2013 13:45

N3tely,

Where is this new forecast, if you please? Thanks.

[bogg1e] 19/6/2013 13:36

writz cheers, netley if i find anything or can come up with a calculation i will post it, only to see it get ripped to shreds of course, but i shall post nonetheless.

[the librarian] 19/6/2013 13:29

Ooooh! That Was careless awol :0, you have come back at an interesting point.