Iofina Share Discussion Threads

[xb6] 22/4/2024 09:46

Any of you here post on L.S.E ?? if so move some of this chat over there and i will talk,i have some useful info that has just made sense with the talk here this morning.

There is a defined link in germany that i think Tom Becker has made.

[festario] 22/4/2024 09:42

So why is no one buying shares today then?

[1_dma] 22/4/2024 09:32

I cannot see any other reason why our CEO would mention europe...he must have had some discussions around this sort of supply agreement.

Could things finally hot up here after much waiting ? looking good IMO

[allesandro] 22/4/2024 09:24

The legislation is much the same as the addition of Fluoride to water - so the potential for this could be huge for IOF :-)

[allesandro] 22/4/2024 09:21

Could have nailed it there chaps and there is also major legislation about to go through euro parliament on mandatory addition of iodine to salt to finally solve the iodine deficiency across most of the eurozone,even uk has problem here.

Massive potential market -letsby avenue :-)

[1_dma] 22/4/2024 09:12

activemojo...yes i also read something recently about large supply shortfalls in germany and most other euro area.Maybe Tom Becker has now actually found a lovely new market to sell our increased output into :-)

Tempted to add a significant top up here on these lows.

[activmojo] 22/4/2024 08:47

There was a couple of articles last year about Germany recovering X-ray contrast agents from waste water. The estimate was 400 mt being flushed down the loo not sure it fits the speculation here, Could be a contact to supple Iodine for X-ray contrast agents simular to the one between GE healthcare and SQM.

[pearl jam] 22/4/2024 08:46

Guys i will put something up later,the same respected journo also writes for Bloomberg so i think that will appear today sometime and in english,the other was mostly french but i translated and seems genuine.

[allesandro] 22/4/2024 08:39

CEO did talk about europe and new markets in latest video - i wonder !

[1_dma] 22/4/2024 07:59

Pearljam

Where you get this info mate - please DM me :-)

Our CEO mentioned europe a few days ago.

[naphar] 22/4/2024 07:45

Have you got a link to share?

[pearl jam] 22/4/2024 07:43

It will likely be picked up by Bloomberg too soon !

[pearl jam] 22/4/2024 07:39

Guys - there is something just out in the Canadian press about a large German manufacturer intending to to do major collaborations with an American based Iodine producer....so not a buy out but a multi-level agreement where processes much quickly advanced and instant access into european markets.

It has to be IOF surely ??? if so standby for major interest here.

[rogerbridge] 20/4/2024 17:18

There looks to be a good market in silver iodide, if Dubai is anything to go by.

[beeezzz] 19/4/2024 17:38

No sure there will be much added when results are announced, other than which has already been announced in TU...Its a waiting game for io#10..

[chillpill] 17/4/2024 21:06

I believe the new brine contract is with Amplify.

As some will remember that plant at the very beginning was doing high iodine output- some days producing 1t.
Production has dropped for several reasons including SWD reductions to stop the earthquakes.

This deal presumably incentivises Amplify to focus more on directing high ppm brines back to IO#2.

[beeezzz] 17/4/2024 16:29

Management really should be looking at improving efficiencies, also looking for new products from chemical side iodine supplements or something.

[dreamtwister] 17/4/2024 14:32

thanks for the link.....who else produces iodine or say on the London platform,

[gb904150] 17/4/2024 12:03

This one I think you mean?



Stocko says FY23 results out next Tuesday 23rd April.

Regarding the brine supply contracts - Tom explains that while that agreement was in the supplier's favour at the start of the contract, it was in IOF's favour towards the end of it.

The new contract is at a new market rate that is obviously now more beneficial for the supplier and will cost IOF a bit of profit in the short term, but over the course of the contract will probably even out.

Perhaps IOF recognise that one of the reasons brine supply has been poor is because this contract no longer works well for the supplier. They figure a win-win is agreeing to a new contract which offers a higher brine price (but lower margins to IOF) but will result in higher brine supply.

As ever, they are very conservative in their forecasts, but FY 2023 results I think will give us a much fuller picture.

I know this company is hated by many investors, but fwics they are making slow but steady progress.....and are cheaply rated as such.

Now if only they could start paying a divi and show they are investor friendly....

[rambo1122] 17/4/2024 10:29

There is a half decent interview out there

[beeezzz] 17/4/2024 09:07

Well there is a surprise, probably because they don't have any ideas how to increase growth, not even in seeds...

After TU very little interest showing one trade..today

[beercapafn] 17/4/2024 08:55

I support your idea, I tried as an individual and was replied to by Tom.

But it was a bland reply just saying we are investing for growth.

Would not tackle any real issues......

[jwoolley] 17/4/2024 08:42

What's the thoughts of someone that can write well enough, (just saying, your disgruntled description sendean11 was far better than mine) to put together a letter/email, that us as shareholders can send individually to management with the number of shares we hold to express our concerns and disappointment of how they are running the company and lack of information given to shareholders??

[beercapafn] 17/4/2024 08:30

I was just typing the same thing.

[barrywhit] 17/4/2024 08:25

I can’t believe Lance has followers!!