Iofina Share Discussion Threads

[lostsole] 19/12/2024 09:33

Still hopeful of a trajectory to 100p over the next 2-3yearsThe introduction of dividends would be attractive for further institutional investors - especially if free cash exceeds IOF's requirement for capital expansion ...Going to be interesting

[chillpill] 19/12/2024 08:23

The 2 biggest shareholders keep adding in a period of little news.

They are lucky in that they get to go to the US to visit the Company and understand the longer term business plan.

The biggest shareholders will take a view. There is a huge opportunity here.

I sense pressure is building on management and/or the board to deliver.

2025 could be a pivotal year in this regard.

[pinkpudycat] 19/12/2024 00:40

I’ll keep banging the drum until change happens, I sence it’s getting closer, I’m confident that 3 years from now Lance will be gone and hopefully his puppet or at the very least he will be moved sideways!

[bocker01] 18/12/2024 19:38

Apologies for such a harsh comment Beez. Decent of you to respond so magnanimously. Pinks needle is stuck in the same groove though.

[pinkpudycat] 18/12/2024 18:26

If Newlands are increasing their stake, the hope is they rid the company of the current inept management!

[beeezzz] 18/12/2024 18:03

Yeah, apologise my eyesight is failing...must be too much booze celebrating the huge rise in share price today...

[bocker01] 18/12/2024 17:59

Exactly! Don’t know what runs through Beez head. Maybe tap water.

[naphar] 18/12/2024 17:23

Either way they just bought more… or did I read it wrong?

[bocker01] 18/12/2024 17:03

You’ll need to email and ask them!

[beeezzz] 18/12/2024 16:59

Is that for tax reasons..Newlands

[lostsole] 18/12/2024 16:48

RNS out Iofina PLC - Holding(s) in Company #IOF @iofinaplc https://www.voxmarkets.co.uk/rns/announcement/43523ca7-4e9f-4e88-975c-2adbbf565fb0 #voxmarkets undefined

[chillpill] 17/12/2024 21:46

Nope. We will get an update in the next month.
They always put an announcement out in Mid-Jan. They could well put out an announcement any day on the IO#11 and or not quite meeting the production targets for H2. The Q3 figures made it quite a challenge to meet the target.
On the positive side prices are heading up.

[beeezzz] 17/12/2024 09:50

Radio silence until Feb 2025 maybe TU..

[chillpill] 14/12/2024 06:32

The problem is not the demand side. It is IOF being able to demonstrate they can build more than one plant a year.

[activmojo] 13/12/2024 09:42

Lots happening in the search for an alternative to lithium batteries.
If this is the answer it could create additional unforseen demand for iodine



Zinc iodide is a chemical compound made of zinc and iodine, with the molecular formula ZnI2. It can be prepared by reacting zinc with iodine in water

[chillpill] 11/12/2024 08:25

Next court hearing I assume for amalgamating the leases/rights is end of Jan.

[chillpill] 08/12/2024 08:36

This article is a couple of years old but GE Healthcare’s fears are starting to play out.

Prices could move upwards towards $100 due to the lack of new supply.

[beeezzz] 05/12/2024 12:28

I'd take what they say with pinch of salt, correct me if I'm wrong, I believe company made same statement many years ago....

[bocker01] 05/12/2024 11:34

The brokers wrote it.

[beeezzz] 05/12/2024 10:57

When did the company say that?

[bocker01] 04/12/2024 18:06

Fortunately the iodine price doesn’t care about Lance either and it’s predicted to exceed the brokers assumptions considerably meanwhile they are looking at hitting a run rate exceeding 1000 tonnes p.a. in 18 months or so.

[qsmeily456] 04/12/2024 11:22

F in hilarious......and true

Lance doesn’t care, he offloaded half of his shares in 2013 at good profit and more recently was gifted $1m. The current CEO is as dynamic as a dead cat, even Lances co founder has all but sold up so clearly sees no benefit in continuing to hold.

[pinkpudycat] 04/12/2024 10:51

Lance doesn’t care, he offloaded half of his shares in 2013 at good profit and more recently was gifted $1m. The current CEO is as dynamic as a dead cat, even Lances co founder has all but sold up so clearly sees no benefit in continuing to hold.

The larger shareholders need to force change and I assume the penny has already dropped with them.

Lance & Tom need replaced, this will be the catalyst for change.

[owenga] 04/12/2024 10:37

ThanksThe current share price makes no sense. we are at roughly at the same price as the last fund raise at 18p. Wasn't that back in about 2018? We now have no debt and a lot more plants.The company should be buying back its own shares at this low price.

[bocker01] 04/12/2024 08:53

It’s not up hugely at 37.5 but still double where we are. Their sums don’t add up and they appear to have left plenty of room for future upgrades or unknown risks; whichever way you look at it.