Iofina Share Discussion Threads

[bazzerp] 21/3/2015 13:14

Yep - no detail exists now -

Roosevelt
[Show/Hide]
Application Number
Notice of Receipt or Public Notice Report Applicant's Name Source of Water Date Received Preliminary Determination
Obj. Deadline
40S-30065911 John M. Ames Missouri River 4/8/2013
40S-30066181 Atlantis Water Solutions LLC Missouri River 4/29/2013 Yes 12/1/2014

[superg1] 21/3/2015 12:44

Resistance is futile.

[serratia] 21/3/2015 11:52

Award nominations.

hxxp://www.stockmarketawards.com/nominees/

[freshvoice] 21/3/2015 11:51

It's all a plot to stop us knowing before Monday what has happened. LOL
The links only show preliminary determination from 2014 and actual application form.

[superg1] 21/3/2015 09:53

For those that follow or invest in oil shares.

I note the US goes on about rig count levels, but that is not the lone factor you need to consider for any oil share you are invested in.

EG

Halcon in the Bakken in 2012 took an average of 35 days to complete a well.

In 2014 the average is down to 16 days, so they would need as many rigs to complete their planned wells.

The picture will be the same with many operators, rig count drops don't necessarily mean less wells will be drilled/completed. They just don't need the extra rigs which in general are leased. Rig count down = lease cost savings.

[superg1] 21/3/2015 09:06

I'm getting a few messages about the water permit links.

It looks as though overnight Montana has completely revamped the website, so old links probably don't work.

The application status page is out of action at the moment it seems.

[serratia] 21/3/2015 08:40

W2 on another site.


(Bloomberg) -- U.S. drillers already reeling from a six-month drop in oil prices denounced new U.S. fracking regulations as costly and unnecessary, and quickly met them with a lawsuit.

After three years of debate, the U.S. Interior Department said Friday that drillers on federal land must reveal the chemicals they use, meet construction standards for wells and safely dispose of contaminated water.



So they'll have to clean up the water ?

[freshvoice] 21/3/2015 00:06

Looks as though the avalanche is gathering momentum.

[freshvoice] 21/3/2015 00:05

Ratings on the shares of Chilean non-metallic miner and fertilizer group SQM have been downgraded by Feller Rate to 'first level class 4' from 'first level class 2' due to the uncertainty surrounding the group's corporate governance structure.

The decision was made following the resignation of the three board members representing the interests of Potash Corp. of Saskatchewan over an ongoing investigation into alleged illegal campaign financing.

Feller Rate said that the downgrade takes into account the potential implications of the statement issued by Potash in regard to the investigation, which said the case presented by Chile's public prosecutor contained "serious allegations of wrongdoing," while also asking for management to collaborate fully with the authorities.

[freshvoice] 20/3/2015 21:55

Olive leaf scorch?

[superg1] 20/3/2015 19:55

re

'all this stuff about SQM etc is meant to deliver. It certainly hasn't impacted IOF.'

None of it will, not Cosayach problems, not RB problems or SQM, unless of course someone like red hot penny shares pointed it out and that is the last thing we would want.

What the building issue and events suggest is that in the near future there could be an iodine shortage.

As shown the major analysts don't know what SQM or anyone else is doing in the sector.

Chile has had low costs in this sector due to decades of fraud, theft and tax evasion. Seawater will be needed by all.

As stated it's a false market. Falling commodity prices suggest to onlookers that either demand is falling, or production is exceeding demand.

The truth is the main producer has made a last ditch attempt to kill off some competitors while they are already down. It is the only weapon and option SQM have. They have no seawater pipeline in play and the production they could add is too expensive down at these prices.

If SQM kept the price high it would give others cash and the incentive to expand.

It's just a case of watching it unfold.

It terms of costs on the exchange rate it hasn't been better for Chile than for many years. In terms of a swathe of changes and rising costs, power and water issues, it has never been worse.

It could have been a case of the Chile mines expanding as they claimed they would big style just 18 months ago. Even then IOF can compete well. All that troubles them at the moment is the desired cash flow to expand more quickly.

Next year more pain kicks in for Chile on costs.

It all takes time to filter through, that's why in all sectors you get daft price moves as very few keep an eye on what is really going on.

Watch out for the cost of your olive oil in the near future.

[che7win] 20/3/2015 18:26

Strong copper = stronger PESO = less competitive Chile.

Copper is bouncing.

[rabby george] 20/3/2015 17:08

nashwan - SG isn't on the board you know. His groundwork will only sway those who read this thread and I'm not entirely sure what all this stuff about SQM etc is meant to deliver. It certainly hasn't impacted IOF. Perhaps they'll get their 2015 review out before the year is 25% over. Unless everything is hanging on non core water.
Glad worraps got out when she did.
Haven't heard from Scrutable for a while.

[arlington chetwynd talbot] 20/3/2015 16:48

Interesting turns of phrases.

[kaos3] 20/3/2015 16:46

only assets. why one would get involved into the rest? or huge discount for the risk

[cyberbub] 20/3/2015 16:36

Israel Chemicals will want a knock-down price for the assets, and any money they pay for SQM will go to pay the 'rump' SQM's fines and penalties IMO!

[joeblogg2] 20/3/2015 16:00

I am sure once Israel Chemical do some due dilignce or get super's research on SQM they would think twice before getting into bed with them.

[monkeymagic3] 20/3/2015 15:50

Ridicule - Kind of hoped it wasn't as suggests more excuses coming down the line re production.

[nashwan123] 20/3/2015 15:46

I'm back in after recent absence. I sIncerely hope the constant groundwork Superg continues to do eventually bears fruit.

[superg1] 20/3/2015 15:26

Just read myself Joe and SQM share price up

[joeblogg2] 20/3/2015 14:28

Reading on Yahoo board possible bid for SQM by an Israel Chemicals

[ridicule] 20/3/2015 14:25

monkeymagic3

Yes

[arlington chetwynd talbot] 20/3/2015 13:56

Col,

Sgt Frank Ruggles comes on to the pitch in the 70th minute to question Mel Blyth for three minutes on his language

[monkeymagic3] 20/3/2015 13:52

ridicule 20 Mar'15 - 07:53 - 30794 of 30815 3 0

Napoleon, I agree with you re the lack of news from IOF. My understanding is that the lower oil price and its effect on the production plan of various frackers has more to do with the delayed strategic review than the water permit. There is still an intention to announce a strategy in the near future.


Does that come from IOF ridicule?