Iofina Share Discussion Threads

[angel of the north] 18/9/2013 17:23

Aye but the Cesarewitch is the last 'classic' and lady Cecils' horse will take all the beating and you won't get 7/1 on the day - meanwhile I will be at Longchamp cheering on Intello who carries my £500 anti- post.

[baguette] 18/9/2013 17:19

Retiree

Thanks for that, first time I have heard that (been on hols for 2 weeks and maybe missed it).

Intriguing if Lance is over too - makes me happy and confuses me more.

Angel - sorry about the razor blades, maybe thats because you just seek warm comforting glows - check back on the the accuracy of most of my predictions - not based on negativity but just business experience. Cocoa's all round !

[pcjoe] 18/9/2013 17:07

Fair enough Bag but roll out seemingly going well & just IO1 - IO3 will likely pay for the current share price by the end of Dec P/E wise IMO - You are right though - Its just one of these times when a man`s got to do etc etc - whatever direction that takes you in - I dont think longer term holders have much to worry about though - Thats why I`m here

[uppompeii] 18/9/2013 16:57

warmsun, I just see it as in limbo at the moment, and as such I'm not too bothered about it just tracking in this range, but thanks for a polite rebuttal! ;-)

[angel of the north] 18/9/2013 16:51

I usually reach for the razor blade to slash my wrists when baguette posts but in this instance I agree on all points. they need resolving and quickly! The CEO and PR person especially.

[baguette] 18/9/2013 16:46

Just to add a comment from neither a ramper nor deramper perspective. We all remain expectant about the first half announcement but I am not specially interested in the actual results , more in the update on 4 things
io3 - we are now at the last gasp date for even the very delayed "end of Q3" promises.It had better be in and commissioned by 25th
io4 - Is it really "close on the heels"
CEO - what on Earth is going on
Water - update seems endlessly delayed.

Sorry to repeat but for me the biggest issue is a CEO. People may come back with comments about there being others who can take it all forward, scurrying around building plants etc and maybe Dr Khalev is watching over it all etc but frankly none of us has any idea what the management structure is like in the mainstream plant development area where iodine will be produced.

It does not feel like the same company of a few short months ago, when all Directors seemed involved in presentations, PI meetings, Email contacts etc.

What really happened and is happening with Lance / resignation etc - does not stack up at all to me.
Where is Jeff who is he !
Why did Stuart resign so quickly as Executive and go back to Non-Exec
Where is the woman PR person
Who is actually managing this aggressive and expensive plant development programme

There still (for me) seems to be a total vacuum beneath Chris Fay and I believe that unless they sort that out, no amount of positive updates will be given full value, whereas any further delays will result in a nasty share price reverse.

We are all very tense awaiting the biggest moment surely in the company's development and desperately hoping they can stop fannying around and regain some lost credibility.

Just so long as those who are not active on these threads but who look for comfort realise that they have to make a big decision very soon - if any further delays occur and no management structure is resolved - is it time to swallow and get out. Lets all hope that does not arise

[warmsun] 18/9/2013 16:44

I dont agree with your post uppompeii....we shall have to agree to disagree :)

[jonnyno1] 18/9/2013 16:28

anyone? st leger's?

[uppompeii] 18/9/2013 16:25

I am sure no one is keeping it down. End of day sell offs happen in any number of shares if you look. There isn't enough buying interest to move it up and keep it up. The market (not anyone here of course) sees the previous update and is unsure about the one approaching. The update and the numbers are really the only things that will drive this one way or the other. How can it be kept down if it is under the radar and the pr is allegedly so bad, they are surely managing that themselves!
It will have to be as good as everyone here says it will be. I have a load in my sipp and I really dont want to give anymore profit back.

[dorset64] 18/9/2013 16:12

Strangely even though the ave share price had been dropping all day, on CI the offer price remained exactly the same, although of course you could buy inside of it.

[freshvoice] 18/9/2013 16:01

Here we go again, .......keep it down for end of day !

[bogg1e] 18/9/2013 15:41

Is that an obscure reference to Dialight (DIA)?

[jonnyno1] 18/9/2013 15:19

my money is ON Leading Light.
j.

[testuser123] 18/9/2013 14:52

Hi All. Not posted in a while but I've been checking in as frequently as possible.

As far as the shareprice goes we need to bear in mind that there is a lot of macro uncertainty about at the moment due to the US taper desicion. On the bright side it should be resolved one way or the other this evening.

Keep an eye out for Ben Bernanke's speech at about 6:30 tonight following the Jackson Hole meeting notes. The current expectation is "taper-lite", ie: reduction in market purchase from $85b/month to maybe $75b. If we get that plus some soothing noises about how further reductions being data dependent then we can expect markets worldwide to be a lot more buoyant tomorrow.

[phoenixs] 18/9/2013 13:59

relaxed. Presuming IOF do what they said they are going to do, we have no problems but others do.

[freshvoice] 18/9/2013 13:52

Jenny

What isn't the problem more likely!

[jonnyno1] 18/9/2013 13:43

whats the gripe with investec? i must have missed something.

j.

[bogg1e] 18/9/2013 13:31

Well 150p has been pushed and pushed and not breaking for the best part of 3 weeks or more. It is beginning to smell a bit innit?

[freshvoice] 18/9/2013 13:21

This must be kept below £1.50 was the order from investec/ennismore after their chat???
You look after me etc comes to mind??

[engelo] 18/9/2013 12:44

pcjoe: seem to remember it was reported recently (SG?) that I04 is very close behind I03: think IOF were waiting for the first on line to give it the official I03 title, which is assigned in sequence rather than by location.

So likely imo that both I03 and I04 can add to the annualised production.

[pcjoe] 18/9/2013 10:21

CFs operational update RNS mentioned delays for fibreglass plant parts & the mysterious & unexplained ordering of new titanium towers etc - This completely contradicted further info in the RNS that suggested that all was fine & still on track for io3 - 6 to be either completed or commenced by end of Dec 2013 - All info that has been gleaned since, states that everything is moving very well & may indeed be ahead of schedule - That poorly worded, contradictory & murky RNS may well be the reason for the drag on the share price at this time - Not long to wait now for the truth to emerge - If IO1 & 2 are producing at or near full capacity & Io3 is complete as promised then any minor delays going forward are likely to be forgiven sharpish IMO

EDIT

It is quite likely that IO1 - 3 will get up to full speed before end of Dec 2013 - If that happens then annualised 2014 production from these plants alone will likely be in the 600 - 850T bracket with 9 other new plants ( & possible mobile units) also set to contribute

[worraps] 18/9/2013 10:09

Nice little summary, retiree, thanks.