Iofina Share Discussion Threads

[hurricane.] 15/7/2013 06:27

Team 'Lance' are doing him proud!
And the message is spreading to new institutions.
Not long for Iofina to retest their highs IMO

[bogg1e] 14/7/2013 23:42

The rise in the iodine price for one thing. A certain amount of concern that the japanese require antiradiation tablets and i fear will only get worse. What you thinking?

[n3tleylucas] 14/7/2013 22:58

Bogg1e,

Welcome back, I trust you enjoyed your holiday?

Now then, from your link on US Iodine production 2008 to 2012, what did you find most interesting?

[diggulden] 14/7/2013 22:45

Leave Tuesday morning ;)

I wouldn't think the 90 days would reset, as long as the response from Iofina was immediate, for which we have not had confirmation, but this wouldn't be RNS'able anyway.

Here is hoping to a production update this week :)

[engelo] 14/7/2013 22:28

Dig: you're not taking your holiday seriously :-)

Hope they don't restart the clock: would be too much like snakes and ladders :-)

[diggulden] 14/7/2013 21:39

Engelo, the real question is does the 90 days start again once we have replied to the deficiency letter?

[engelo] 14/7/2013 20:37

Water countdown: don't know how precisely to take the 90 day timeframe for processing the water permit application. (Had hoped it might be shorter since some of the processing could have been completed based on IOF's original 10k acre feet application submitted around 28th March.)

However fwiw April 29th (amended application date) + 90 = July 28th.

So on this basis 14 days to go :-)

Should be a close race between water, IO1/2/3/4 update, patent and CEO news.

[spike_1] 14/7/2013 20:24

madchick,

RE: spread betting - rules are absolutely spot on- except - as we now know, assume a drop of 50% to be reasonably sure. My SB's are currently on 70 with cash available (within same day - which is the share price company's usual limit)up to 90.

Greed is the sb Company's best friend.

Sleep well my friends - Mike

[malachey] 14/7/2013 19:02

thank you Ms. Mad. Presumably the link was auto-edited by advfn

[madchick] 14/7/2013 18:39

I don't know what happened there! I've edited it and now it looks like you can even click it directly. Always a silver lining somewhere....

Edit, PS. Should also clarify that the 11th rule was added by the original author and not me!!

[angel of the north] 14/7/2013 16:16

The Domain name is missing!

[malachey] 14/7/2013 16:01

Can't get that link to work for me Madchick :-(

[bogg1e] 14/7/2013 15:01

madchick - yes i wonder how the addition of IOFs output will impact US and global figures. Exciting.

Superg1 thanks for the added info on the competition.

[madchick] 14/7/2013 09:47

Boggle 5096 - looks like that first link doesn't include IOF. It will be interesting to see next year's (ie 2013's).

[superg1] 14/7/2013 08:43

Interesting points in those iodine price links-:

SQM, ACF Minera, Sirocco Mining and SCM Bullmine are planning to increase capacity by a combined 5,000tpy by 2014. Japanese secondary production is likely to increase in line with growth output of OPF.


So 5000mt by 2014

SQM have just announced that they intend to hold back, so no indication from them about any extra.

Sirocco have said they hope to add 388mt this year, but then in 2014 hope with a ball mill (Q1 2014) they can add another 400mt.
I think their plant 'wear' will be their undoing. The ALP that processes the caliche is very key to their operation, $60m to write down if it's corrosion causing the problem.

Scm Bullmine are rumoured to be on 600mt to 1000mt, but I hear their opex is very high. I also posted re the Chilean authorities on their back of a serious issue of acid leaks from 'ponds'

Algorta (Acf) I believe they were on 2000mt but limited to 2,400mt as they will need to have another seawater pipeline to go beyond that.

Cosayach are the unknown as they had gone below 2000mt but got a water permit in Q2

I don't think SCM will add anything, 388 planned by Sirocco, Algorta I suspect can add 400, Cosayach unknown, SQM have declared a plan not to increase.

£3230 for the report, and I'd love to know how they came up with those figures, but suspect it's the usual highly inaccurate 'expert' analysis.

[pcjoe] 14/7/2013 00:25

Whats with the hxxp that sometimes fronts posted links ( instead of http that is initially typed in by poster - see link posted by Bogg above ) - some kind of blocking device being employed to stop links being accessed from ADVFN site? - strange & annoying

[bogg1e] 13/7/2013 23:14

Interesting link re: US production for 2013 thus far:

hxxp://minerals.usgs.gov/minerals/pubs/commodity/iodine/mcs-2013-iodin.pdf

Also, on iodine commodity prices, iodine producers etc, from april this year:

hxxp://www.prnewswire.com/news-releases/growth-in-supply-is-expected-to-increase-faster-than-demand-and-lead-to-prices-falling-from-record-levels-204458091.html

[alwilliamson] 13/7/2013 23:08

Spike did you fly buccaneers per chance.

[meadow2] 13/7/2013 18:08

The real problem is living in a void between Friday pm and Monday am!

[naphar] 13/7/2013 17:00

Beer, I reckon everyone is just patiently waiting and now enjoying the weekend sun

[beercapafn] 13/7/2013 16:24

at times this last 24 hours I thought IOF must have sold.... The BB was so quite... !

[the librarian] 13/7/2013 16:10

I didn't think you were a currant Mike @)