Iofina Share Discussion Threads

[superg1] 10/4/2015 15:29

Brucie

The fact is if they have a decent H1 the funds will like that. If we get the water permit they will love it.

All this messing around in the main private investors. So the main interest will wait for solid updates and outcomes. Why chase hope in this climate, prices are so low on many, if they do deliver, they are a relative bargain anyway.

The recent oil price drop should in the short medium term have a good impact on brine rates and consistency. The oil companies who were banging in new wells as fast as they could all over the place, are taking a breather. That is good timing for IOF.

If we get the water permit that is good news in itself, but funds know there is another aspect just behind that door.

[che7win] 10/4/2015 15:27

Brucie,
the AIM market overall is up 5% this year, companies like IOF will have their day.

FTSE100 at near all time highs, FTSE250 risen strongly, so if IOF come out with decent quarterly iodine figures, then the share is bound to respond.

Anything at 94 MT leaves us on track for meeting iodine production forecast for first half, anything near Supergs 120 MT and we will be well set up for a decent first half against forecasts given.

At 94 MT, our production will have doubled year on year first quarter, setting us up for another year of growth. We keep growing at 50% a year (not too ambitious) and the market will start pricing that growth into the share price.

Results for last year also to come, which will probably include the strategy update if that doesn't come beforehand.

Then we have water, which isn't priced in at all, yet water upside is substantial.

[brucie5] 10/4/2015 15:14

Superg1, where do you see the share price going on positive/negative news re. the water rights? Market seems unwilling to discount positive news, given that the share price remains where it is; yet you claim that water rights are simply the icing on the top?

prima facie, the chart looks to have potential, and I suspect there are many waiting in the wings to see a b/o towards the 50 level. I suspect a lot of highly depressed AIM shares with viable business business models may see upside over coming months, having been pumped and dumped in 2013/14. A more sustainable rise would be better!

[superg1] 10/4/2015 14:57

True.

It's one of the daftest things MM3 has said and there have been a few.

Check out any commodity where main producers are facing issues on this scale.

Look at copper prices as soon as it rained and mines were closed for a few days, the price went up.

Iodine doesn't get such market exposure or interest and rightly so.

If the news about SQM and Cosayach was the number 1 and 2 in that industry then the copper market would have seen chaos regardless of a big surplus. It would dominate the finance news for weeks.

It will have an impact at some point. Copper isn't a false market, this one has been for some time as can now be seen by all that have an interest.

[monkeymagic3] 10/4/2015 13:04

I'm not waiting for that Sand.

Chile only relevant if IOF actually do something to capitalise on it.

Otherwise, just page after page of irrelevance.

[sandbag] 10/4/2015 13:02

Isn't it a sorry state of affairs that we're all waiting for really bad news in Chile - mines closing and miners losing their jobs - to give us some good news?

[monkeymagic3] 10/4/2015 12:45

I was about to post the same thing Fresh but actually quiet or noisy, all news is always tinged with disappointment!!

[neddo] 10/4/2015 12:00

thanks for that fv.

[freshvoicem] 10/4/2015 11:38

Going on past reports the longer the delay the more disappointment.
Shorter wait is usually better news.

[phoenixs] 10/4/2015 11:36

neddo, we can but hope that it will be us who are laughing and not squealing and licking our wounds yet again.

[neddo] 10/4/2015 11:03

cacophony ? leave nutters where he is ? haha

[phoenixs] 10/4/2015 10:57

superg,
having gone through what I have done with this share during the past 18 months, I will have no problem with continuous positive news flow and all that it will bring with it. Bring on the cacophony of noise is all I say!

[superg1] 10/4/2015 09:18

Wizard you'll wish is was quiet soon, once news starts to flow.

[rogerbridge] 10/4/2015 08:59

Not long to go then chaps.

[superg1] 10/4/2015 07:56

Pigeon generally within 2 weeks of the end of the quarter seems to be reasonable.

[wizard2020] 10/4/2015 07:20

The silence is becoming deafening

[pigeon1] 09/4/2015 23:01

Do we have an idea when the quarterly production figures are due?

[naphar] 09/4/2015 22:52

Maybe next Tuesday then... quarterly output, with results at same time maybe?

[superg1] 09/4/2015 21:50

Fresh

A few of us are thinking that a nomad and others would advise to wait until the Easter hols are out of the way, and all the city folks back to work with heads firmly screwed on.

[freshvoicem] 09/4/2015 21:15

Given that last years results were out on 25th April, can we expect them any earlier this year with the new team in charge?

[odvod] 09/4/2015 12:07

I did have the same idea years ago and lost tons of money by sticking. Now I want confirmations along the way (prompt and clean). If not - I sell or trade :(

[superg1] 09/4/2015 12:01

I'm trying to think of a list of 10 for a 5 year view just for fun and investment in some to see where they are from now until then.

IOF, TYR, FOX, CBUY, ITM, OBT are some I like, they are all on the revenue generation trail, some much higher risk than others. None have particularly high costs involved, which is probably why I'm cautious re most mineral and metal stocks, as the capex can be enormous.

There are a few more, tbh I don't hunt around much, I'm sure there are some interesting ones out there.

I fancy a name 10 shares bit of fun but with a long term view rather than chasing them. List them and leave them, the results in a few years could be interesting.

[odvod] 09/4/2015 11:35

obt, iof, hur - no news companies. my "supposed best Co's". can this be a coincidence? moan moan