Iofina Share Discussion Threads

[che7win] 18/9/2013 09:03

Worrops,
They show the markets thinking, I would hope the market is now looking forward to 4 plants being built in the next four months, 1 a month and then one every two months thereafter.

[worraps] 18/9/2013 08:51

che7win.....yes indeed. I'm not really into charts, but just the upward trajectory shape on it at the moment, seems to be indicating something!!

[rickmay] 18/9/2013 08:50

Could be the start of some thing very BIG.

[escapetohome] 18/9/2013 08:50

Funnily enough the news could be exactly what we want - all good figures - but still the share price could drop - always a possibility. I dont think that will happen but just something to bear in m ind - the complete irrationality of the market.

[che7win] 18/9/2013 08:49

That chart is curving up beautifully....

[worraps] 18/9/2013 08:46

superg

Yes, I know you're feeling very optimistic, and as I said to freshvoice yesterday, so am I, but having been left battered and bruised by the very large shareprice drop in the last few months, I'm trying not to get too excited this time.........just in case. I'm trying to be more grounded, until I see the actual facts in just one weeks time today. I don't want my spirits to crash along with my shares value this time around.

[superg1] 18/9/2013 08:41

Warm

As we close in on the interims I suspect buying will pick up.

GMP put that buy note out pre results with a bullish view and mention io2 as on better brine levels that was indicated for q3 (back to old levels). That suggests io1 and 2 have been on their highest production rate over the last months or two.

Pre results and so close to them, suggests to me they will be pushing it with clients before 25th.

BUT they are not the only ones that want a piece of the pie.

Someone mentioned to me that the likes of Macca could be ennis lol, while that seems a little OTT, I have come to learn just who views and posts on here.

So it's not as daft as it sounds.

so if you are reading Ennis. Ho ho ho, I don't trust analysts and neither should you. PI's can out do an analysts any day of the week.

They get hit with multiple shares to deal with, we can concentrate on one, and with more passion and drive, more hours too.

I do note the constant mistakes and clear avoidance of other sectors of IOF. Do so at your peril :-)

[rickmay] 18/9/2013 08:31

Taking OFF!!! Nice looking up trend in the chart.

[warmsun] 18/9/2013 08:29

25ks sitting at 154 and 156...but, L2 appears a little stronger.....so far!

edit...ooops...thanks retiree... :)

[captain_kurt] 18/9/2013 08:27

Looking good for a break out from 150p
Was the shorters last stand ? :@)

[superg1] 18/9/2013 08:22

Worraps

Just for the record, re my view on the interims. I'm very bullish about the potential update.

I have explained the chem div, yes it would have been great if we had completed a decent amount of production to add to the pot, but IOF made comments about the Chem div in updates and in that interview near the end of h1 that CF was in (surplus iodine etc).

Che made a post re that 49% comment. H1 12 v H1 13, perhaps we are going to see near that figure on revenue increase.

I think many wonder if revenue would be less than H1 last year due to the production, but then they may not understand the separate operations, and that last year IOF were buying in iodine, and carried that through on bulk iodine to cover until plants meet their needs. So the chem div shouldn't be materially affected by lack of production.

I think bears want the revenue to be down, we'll see if che is anywhere near, and if he is, that is hardly poor performance. :-)

As for the progress for H2 and io2 new brine for that I'll just add :-).

[jonnyno1] 18/9/2013 08:17

sustained at £1.50, level 2 anyone?

[worraps] 18/9/2013 08:11

Yes, superg1.

[superg1] 17/9/2013 22:31

Buyers, sellers, charts, it's the business plan, roll out and revenue that will decide the eventual value of the company.

That's what I look at, and it's looks very good indeed.

In a few months we will be totting up the water potential to add to the revenue pot.

[warmsun] 17/9/2013 21:33

Uriney and worraps....I am very happy to stand corrected :)
We still have sellers in our midst though....

[che7win] 17/9/2013 20:40

Fingers has a very bullish conclusion from the charts, pretty much in line with my thoughts:

[pigeon1] 17/9/2013 18:41

On the question of whether Iofina should meet Ennismore, my view is that they absolutely should and not get all high and mighty about it. You never know maybe they'll be persuaded to go long.

No prizes for making enemies in this world is my view.

If IOF are absolutely confident in their position they should see no issue at all from meeting Ennismore so I personally will not be impressed at all if they decline the request.

[pigeon1] 17/9/2013 18:37

I'm very relaxed.

But the number of times i've heard that a big seller has just been cleared in so and so stock and we all pile in for the bounce that never comes is bananas!

Anyway, there's clearly been more than a single seller and we're going to need news to get the volume to shift them and start the grind back to 200p where we should be if what the rumours suggest is coming next week.

I think a lot of people are still feeling a bit sore from previously overoptimistic guidance through the back channels and are waiting to see the facts in black and white before wholeheartedly committing again.

If what is being billed turns out to be accurate well i see no reason we can't retest the highs.

[freshvoice] 17/9/2013 18:07

Uriney
Where do you find that info on late trades from?

[uriney] 17/9/2013 17:37

Warmsun,

That is a late reported trade from the 13th September and judging by the share price at that time it is likely a buy.

Uriney

[warmsun] 17/9/2013 17:29

100k sale gone through, timed at 16.11 at a price of 142.06.

I would find it hard to believe that a seller has finished and a 'new' one arrived...and is selling at roughly the same price as the 'old' seller...but...who knows....not me, that's for certain!!