Iofina Share Discussion Threads

[rhwillcol] 05/7/2013 10:18

Bogg1e: you're right. That could "take some time" - hopefully!! Especially if there were multiple bidders, which would be highly likely I guess, in that scenario. Also, a hostile bidder would not be allowed to "see the books". In no way do I wish to see "early takeover" - at least, not under £30 (all-inclusive).

[bogg1e] 05/7/2013 10:10

engelo, just answering scrutables question, thats all.

[bogg1e] 05/7/2013 10:09

Hurricane, i guess any interested party would need their accountants to scrutinise revenue streams, product lines, a much more precise breakdown of opex/capex, roce etc, otherwise how would they evaluate what they are buying? When the latest results are published suitors will have that knowledge. SG1 mentioned the publication of profit margin vs costs being the main eyebrow raiser.

[titus10] 05/7/2013 10:09

Bogg1e - I too would very much appreciate studying your reports on IOF and QFI.
Email: [e-mail].

[engelo] 05/7/2013 10:06

Boggle et al re QFI: please use the IOF tips thread.

[titus10] 05/7/2013 10:06

Bogg1e - I too would very much appreciate studying your reports on IOF and QFI.

Edit: post transferred to Tipsters thread.

[rogerbridge] 05/7/2013 10:04

Hurricane, I am also looking forward to IO3 & IO4 doing the same.

[hurricane.] 05/7/2013 10:00

'IOsorb(TM) production plants IO#1 and IO#2 continue to perform to a high technical level.'

[hurricane.] 05/7/2013 09:58

Premature? Even the board have been surprised no approaches have been made.
Ping pong anyone?

[the mellow hippo] 05/7/2013 09:56

Why oh why do you let the wiley old Serial Ramper Scrutable preach to you all like he is some sort of expert....

Type in "Scrutable" into the search threads facility, you will see countless pages set up warning about his ramping of other shares, some of which have sunk into oblivion - MDX - PTG - WGG.
This old fox knows what he is doing!! why do you think he is Nutleys favoutrite poster, why do you think he spouts TA nonsense??

The guy doesnt even own any shares he has leveraged spreadbets that he needs to keep pumping up the share price with in order to make any money. Doesnt own real shares and trying to dictate to other shareholders how they should react to any takeover bids.
Disregard what this dangerous ramper tells you...Super G is spending all his time banning anyone who talks ill of Scrutable.. what does this tell you.
Where are all the long term posters?? - why do we have a load of newbie fools on the board... Ask yourself?

[neddo] 05/7/2013 09:55

all this talk about t/o , very premature , leave it alone , why encourage the vultures, bb's have ears ?

[the accountant] 05/7/2013 09:45

Bogg1e - could you include me on your mailing list - thanks.

[bogg1e] 05/7/2013 09:35

nick, no problem, whats you email address, youre about the 25th person to ask for it, so i shall send it out later with a number of other requests. Cheers.

[nicklad1968] 05/7/2013 09:32

Bogg1e, sorry OT, but QFI is one I have recently started to look at. If you are able to share any of your research, it would be much appreciated!

[bogg1e] 05/7/2013 09:27

Scrutable, 2 things, firstly its not a matter of wanting to be taken out or not, its the consensus that the BoD have aligned thier growth strategy to be taken out. If the BoD want it that way, it will probably go that way. Secondly is there a better investment out there than IOF? Yes QFI, by a much greater order of magnitude than IOF. IOF has the potential to outperform both asos and blnx together and i would even go further and say that QFI has greater growth potential than IOF and will ultimately be worth more than asos, blnx and iof together. As they say do your research. I will happily help you, before writing the IOF doc i did an equally volumous report on QFI if you want it.

[the librarian] 05/7/2013 08:40

I feel sure when a new CEO is appointed that they will appreciate the importance of separating out the various possible 'groups' within Iofina and the differences within them i.e. water, gas, oil and leased land being substantially different to the Iodine business and integration. We will see!

[skasher094] 05/7/2013 08:17

Surely if we received a takeout offer the first place to
Consider reinvesting might be the predators own shares
If it was a good fit takeout!

[orslega] 05/7/2013 08:15

Q? where is Iofina treated as resident? Whilst it has its registered office in London presumably US is where management and control is exercised? In which case changes afoot in the law (see below) will mean UK Takeover Code would apply (where it might not have before) - presumably affording better protection - although have no idea of US position).


"The new changes mean that companies who are listed on AIM and who are registered in the UK will no longer be subject to a residency test and, therefore, the Takeover Code will apply to offers for such companies. This follows a trend as before 2006 there was a residency test for all listed companies"

hxxp://www.mondaq.com/x/248064/Trade+Regulation+Practices/UK+Takeover+Code+Changes+Afoot+For+Some+AIM+Companies


ps....all this talk of takeover, founder directors and PIs probably owning over 40%...not to mention supportive Stena...it would need to be an exceptional offer to be taken seriously....expensive business launching a bid doomed for failure...

[ansana] 05/7/2013 08:04

Here is another vote for NOT being taken over. Good posts Scrutable.