Iofina Share Discussion Threads

[che7win] 18/11/2013 09:37

I'm only a basic chartist, but to my untrained eye, that chart is looking very exciting to me.

Looking from the peak in June at 250p, we have formed what looks like a bowl formation. There is every chance for a swift move to 200p where I would expect resistence.

However, a good news announcement would give every possibility of rising quickly to the year highs.

Let's see what happens but very happy to have accumulated more over these past few months.

PS: Thanks once again to the bears for letting me add cheaper than I could have expected.

[johncsimpson] 18/11/2013 09:32

Good summary of SQM jointer. I wonder if maca1212 is busy weaving that into his computations . . .

[superg1] 18/11/2013 09:17

Most disappointing.

Where are our posters pointing to the gap and drop.

The very chart they use, gave a bullish breakout signal on Friday, but no post mentioning it.

[the fat controller] 18/11/2013 08:05

Was worried about the tornados in the Mid West, but we seem to have been lucky!
TFC

[supreme mo] 17/11/2013 22:58

SG is the atlantis water cleaner than London's drinking water? :-)

[the accountant] 17/11/2013 21:53

Start of the Ashes ?

[joeywald] 17/11/2013 21:41

SG

I see the "countdown" continues - 6 on the 12th, 3 today, so they must be working days. Can't wait for whatever it is on Wednesday :)

[titus10] 17/11/2013 17:41

Johnc - OK, thanks, have complied. There are other links on that site of possible educational interest too (albeit rather strongly American!).

We're in the game for real, yes? I go back to it from time to time, in case there's something new.

[johncsimpson] 17/11/2013 16:45

Titus, that link should be on the TA thread too coz they're well worth watching.

[titus10] 17/11/2013 15:35

WRITZ (819)

These videos may be of interest:

[superg1] 17/11/2013 15:14

FMC
My Mrs isn't for sale. But there are plenty with similar significant hot air capabilities around.

Generally they are expensive to run. If you get the right one, it is a good investment, but I know for some it has proved a very costly decision.

[fmc] 17/11/2013 14:37

Does anyone know of any listed company that I could invest in that makes use of 'Air Source Heat Pump' technology. I believe there is massive potential in it.
Comments or advice would be most welcome.

[superg1] 17/11/2013 14:13

A bit late in the day, but it just dawned on me after reading about a brine spill/leak with Oasis and the potential concerns etc.


IOF have mentioned how unusually clean the Atlantis produced water is, and that is why it can be easily cleaned for discharge into the Fresno reservoir and nearby rivers. That's what gained the rights swap agreement.

The evidence to show the lack of contaminants is in the photo section on IOFs website-:



Staff letting the water spray out onto the land around, and set alight to the gas that escapes.

If IOF's land were ever to become part of the oil scene with their acreage, I assume the Atlantis water could be used as it is.

[pcjoe] 16/11/2013 23:56

Re IOFs industrial water application in Culbertson, Eastern Montana - Check out this article with particular regard to Culbertson & the nearby Oil hotspot little town of Bainsville -



Mancamps, labour shortages, major traffic increases - All pointers to increased Oil drilling activity in the area - Ultimately good news for the locals - And hopefully us.....

[noli] 16/11/2013 17:09

crazycoops, thanks for that. I would assume thats without IO#3,4,5,6 and water. If so we have a very long way to go.

[titus10] 16/11/2013 17:04

Edit: Just transferred a brief comment on ProRealTime to the TA thread.

[weildy2] 16/11/2013 16:52

I have been following SQM's progress (or rather regress) for the last year and I am just grateful that I never invested. Down 52% over the last 12 months

[jackster193] 16/11/2013 16:44

Crazycoops....Sounds good, I'm still confident of my 315p target for eoy. Looking forward to some good news in the very near future ;)
J.

[crazycoops] 16/11/2013 15:09

The latest VectorVest report on IOF has an indicative Current Value of 321.50p per share and a Relative Value of 1.71.

[superg1] 16/11/2013 13:37

I forgot to mention it.

I found some Algorta data. For the first half of 2013, revenue v operating costs, shows opex at 70% of the revenue.

Prices were higher in the first half, so it seems their costs are around the $40 mark per kg

If I take iodine prices at $55 for that period, which is probably under the late 2012 to early 2013 price, it seems like they did just over 1000mt of sales/ production, which doesn't seem to fit the claims of what they would do.

It seems to me the Chile players are playing a game of bluff with each other.

[spike_1] 16/11/2013 12:31

sg thanks for taking the time to spell out what the competition have to face, as you say - it puts our few months delay, and production expansion into perspective!

Have a good week-end all - Mike

[garfield31] 16/11/2013 11:41

Really useful post John thanks