Iofina Share Discussion Threads

[bocker01] 23/2/2015 21:40

Guys I was not interacting with the drunken man! I have had him on filter for a long time!

[superg1] 23/2/2015 21:17

Fresh lol I did wonder as I have filter on so wondered what bocker was going on about. Bocker please ignore, direct free kick, yellow card next time. All with good intentions note posts late yesterday.

[arlington chetwynd talbot] 23/2/2015 20:56

You are a good thinker and reader bock, I like your type. You are probably a worthy foe. Although I am deeply suspicious of you. pmsl

[bocker01] 23/2/2015 20:48

Is it true the Cathaginians scared the s--t out of the Roman cavalry by spreading camel pooh everywhere? Horse didn't like the strange smell? Or was it vice versa? Or even was it more recent? Lucky for Custer, Apache have no camel or 4th July National Pooh Day. Probably Monkey knows? Maybe Monkey pooh frighten horse more?

[arlington chetwynd talbot] 23/2/2015 20:11

See Graham, I've got freedom now, you got rid of Leeds, now nobody can challenge moi? You could almost describe it as win-win, so now you have to try to ban moi? Is this dance going to ever be consummated?

[arlington chetwynd talbot] 23/2/2015 20:05

But about people's ego's not IoF.

May need to edit that one bock

or not

[bocker01] 23/2/2015 20:03

This is still a discussion board. But about people's ego's not IoF. Which by the way will see a massive re-rating in the not too distant future.

[arlington chetwynd talbot] 23/2/2015 17:29

You think that's me voting you down Graham? No, I don't do that on here. I find it banal, although it is a good measure of seeing poor posts voted up mate, that always interest moi. I like to know what I'm dealing with, so any little clue like double-digit ups is always a help. I Shouldn't really tell you these little tricks, but I'm just that kind of a guy. pmsl

[arlington chetwynd talbot] 23/2/2015 17:22

You must punctuate your sentences Graham. You must also use better terminology and simple wording mate, I maybe drunk, but you really don't compose a good post. I can help, if you would like to be aided in better posting?

[engelo] 23/2/2015 17:20

testuser: thanks for info and link. IOFNF down 3.4% on vol of 1000 ;-)

[superg1] 23/2/2015 17:08

jb

It had a good run up of 40% from 30p so news or no news profit taking will happen and is always needed to have a market.
Add in the uncovered gambles and it adds to the churn, once it settles down then all about timing to add.

[arlington chetwynd talbot] 23/2/2015 16:46

MMs playing games is even funnier than tree shake! rofl ffs Graham, what's next? Buy order being filled? pmsl

[jbe81] 23/2/2015 16:38

MMs playing games, just over 200k shares traded, not all sells and down 6 per cent, great buying opportunity

[arlington chetwynd talbot] 23/2/2015 15:25

Ah a good olde fashioned tree shake eh Graham? pmsl
Oh btw, thank you for the concern over my heavy drinking mate, it was appreciated. Alas and alack your fears are somewhat over dramatised I fear. You must take a more moderate approach to all things, they're not quite as black & white as you may wish to broadcast on here. Be wise and see it all as somewhere inbetween. Then you will become a better poster.

[superg1] 23/2/2015 15:16

Just need to shake out the T trade folk (uncovered) before normal service resumes I suspect.

[arlington chetwynd talbot] 23/2/2015 14:37

btw testy, although the short report does show normal volumes, quite why you chose that rather incendiary link instead of good olde yahfools seems a tad odd? lol IOFNF

[arlington chetwynd talbot] 23/2/2015 14:34

Pinks eh? Is there ever any arbitrage possibilities Graham?

[testuser123] 23/2/2015 14:10

Nobody seemed to care when I pointed out that somebody had bought nearly quarter of a million Iofina shares via the over the counter market either side of the last production update. Anyway they're at it again, to the tune of 100k shares Thursday last week (yes Thursday the 19th).

In the interests of disclosure I should state that I have no idea who it is, or why they were buying. The only thing that can reasonably be inferred is that somebody in the States likes the company, and has a reasonable grasp on the key dates.

[superg1] 23/2/2015 12:17

Investment advice. Hilarious! (well to me anyway)

First 4 minutes




Covers the sensible ones, the T trade folk and the gearing folk. Want more could one want.

"All aboard the skylark"

[che7win] 23/2/2015 12:11

I think Superg is correct on how IOF are playing this, and they are playing it well IMHO.

They aren't looking for short term news to boost share prices, they are looking at growing the business strongly and sustainably for the long term appreciation.

They have a strong balance sheet, stuffed full of cash, the convertibles will no doubt be converted so what we have is a strong company not needing to raise money.

Of course, if the water application is successful, that in most probability creates excess capital for our purposes and growth strategy this year.

Lance has factored in the iodine prices, the oil price is something that needs watched. If it's like gas prices, oil production just isn't going to reverse, oil production growth in the U.S. may tail off, but not decline.

I'm surprised, having looked at oil frackers expenditure, just how little they are cutting back on capex this year.
Their costs are falling sharply, 30% reduction being the figure for drilling costs now, I reckon OPEC is going to come to a point in June where they are compelled to take action.

Like the iodine, oil needs to stay low enough and for long enough that the weaker players shut down, I have said this before, not wanting a quick rebound in prices before it has an effect on the weaker players.

So I think IOF is doing the right thing, personally I would rather they bide their time and remain strong rather than growing at any cost right now.

I reckon we will have a strong site or sites lined up for plants 7 onwards.
I also reckon there is a lot more can be extracted from the current 6 plants and that is part of the review.

PS: the chart has curved out flat, looks like if it plays out with a nice round bottom, we will be up to 100p in 12 months, I think fundamentals in iodine and oil will be the tail wind along with good strategic growth.

IMHO, DYOR.

[octopus100] 23/2/2015 11:52

My guess is strategic review will be released based on Water Outcome as that is likely to generate cash if positive. Hard to know when that will be depending on what you believe written on here re 90 days for a decision - no idea if that's true or not. Company may have to release a holding statement prior to that if in reality its 3 months before water outcome - though I was under impression would hear sooner.