Iofina Share Discussion Threads

[freshvoicem] 02/3/2015 14:38

Sales then today?

[freshvoicem] 02/3/2015 14:07

Is that 225k of buys from Friday reported this morning?

[y1phr] 02/3/2015 13:30

Ah well at least we are going in the right direction up.

[crazycoops] 02/3/2015 12:46

Maybe 3/4 March aren't quite as relevant now:

Midstates Petroleum Company, Inc. (NYSE: MPO) (“Midstates221; or the “Company”;) announced today that the Company has postponed its fourth quarter 2014 earnings release and conference call, originally scheduled for Tuesday March 3 and Wednesday March 4, 2015, to allow for more time to finalize its year-end financial results. A press release will be forth coming about its rescheduled earnings date.

[woodpeckers] 02/3/2015 12:28

Don't know, but I'm curious...

superg1 1 Mar'15 - 14:40 - 30423 of 30445 0 1

It's just something that takes place on the 4th. The result should take a while.

[freshvoicem] 02/3/2015 12:11

Why Wednesday woody?

[superg1] 02/3/2015 11:00

Che

Escape is heartwell (ISP match) don't waste your time.

[woodpeckers] 02/3/2015 10:59

It's Wednesday I'm really looking forward to..... ;-)

[superg1] 02/3/2015 10:57

Well in theory we should get a hearing update next week, but it's highly unlikely to be a result either way, just a basic update of where it is at.

[festario] 02/3/2015 10:31

...... oh, hang on a minute, do I detect the rumbling of hooves?

[festario] 02/3/2015 10:07

A 'massive' 116k shares traded Rog? I see no herd?

[escapetohome] 02/3/2015 09:57

But it is now recovering old boy and those who were suckered in at 14p may have a good deal old boy.


Time will tell.

And as for the takeover failing who knows if a new bidder is waiting in the wings with the recovering oil price

And why we're people suckered in? They are gamblers and took a chance. No one ordered them to do

[rogerbridge] 02/3/2015 09:55

With all the focus on water, some new investors do not appreciate that IOF is more than a one trick pony. The chemical division is a super company in it's own right.

[captain_kurt] 02/3/2015 09:39

Is this the herd arriving for the 6th March hearing close.
Looks like Term was right lol

[superg1] 02/3/2015 09:17

Just add on an iosorb plant. Most contaminants have been removed, it should be fairly easy for IOF to set up removal of iodine as the flows and chemical make up of the water won't vary by a lot.

A steady long term iodine removal process, payment for plants, and use of their technology, with as you say IOF picking up the iodine.

Opex zero, capex zero. I like the sound of that, with perhaps money on top. So in those circs it could end up in simple terms, as a minus figure on opex for iodine production, from those sources.

There are different companies doing it, so I would imagine some would be keen to be the first mover to gain business.

[rogerbridge] 02/3/2015 08:59

IOF certainty would know how to remove the other contaminates, they could do a JV with another chemical disposal company who have the right piece of kit with IOF charging and keeping the iodine. I would imagine that it would be possible for IOF to manufacture their own plant or buy in propriety kit and go it alone.
The question is how much of a priority is it with all of the other balls up in the air right now.
It certainly should be lucrative and long term.

[superg1] 02/3/2015 08:50

Yes it looks like something that can't be ignored. The option to inject brines isn't available in New York, Penn or West Virginia.

They would have to take the vast majority of brine out of state at high costs.

The easy answer is remove the iodide, and there is a simple, not very expensive solution available, via plants or mobiles. IOF paid to supply plants, and the all the expertise around training staff etc at brine treatment sites.

Being a chemical division they will know how best to deal with the ammonium too.

[woodpeckers] 02/3/2015 08:49

Dunelm (DNLM) 70p special divi for those on the register at close of play tonight and a further 5.5p normal divi due on 13th. Good solid company IMO.

[rogerbridge] 02/3/2015 08:38

They have a much larger problem up there than I had first thought SG.
IOF certainly have the technology that would deal with the iodide, it could be quite lucrative.
I had the same thoughts as you on the payment for clearing up the water.
This could be a new business model with payment for clearing up the water and revenue from iodine.

[escapetohome] 02/3/2015 08:10

Chewin 1130

AFR: Expected outcome just happened.Feel sorry for anyone suckered into it.


Afren got a reprieve from bondholders - your feelings of sorrow for those 'suckered in' appears misplaced old boy.

Wrong on IOF too? Time will tell.