Iofina Share Discussion Threads

[ramu kumar] 05/6/2013 14:02

Just read the Bison link in the header - I'm now confused about the Bison effect on IOF. Can someone explain, thanks.

[n3tleylucas] 05/6/2013 13:56

SCRUTABLE,

LOL, they are SO funny mate, they really are. They cannot help it, johncsimpson is going to incredible lengths to stop me ... give 'em enough rope.

[n3tleylucas] 05/6/2013 13:47

I've oft felt some posters are just looking for an excuse for a proverbial punch up ... you can use me - as the excuse - if you like guys LOL ... but isn't it best to bypass moi, and confront those you are REALLY angry with? Just a fought ...

[warrensearle] 05/6/2013 13:46

Scrutable Lets not start a big spat over this ok - you have form of posting about other companies on here rather than the thread specifically set up for this purpose you were told at the time and said you wouldn't do it again but even in the post above you are banging on about GDL again.. You have engaged the one troll we have on this board - on the old board this happened regularly by myself as well i will admit - the new board has been fairly clean in terms of interaction with him I don't think I speak alone when I say it is not wanted here - just apologise as you did when previously posting about other shares on here - and move on

[scrutable] 05/6/2013 13:44

superg1 5 Jun'13 - 09:53 - 975 of 996 1 0

Warren

I was stunned by Scruts engagement, after well worded posts not to engage at all.

I can only moderate/ban those not blue.

I don't want to raise a debate on it,

..................................................................

sg: much as I very much respect your intellect and commitment don't you realise that by that post you are now doing it yourself?

There is no sense in pronouncing Anathema. If someone posts something sensible anyone should be applauded for a sensible comment which moves the subject on.

Watch this space. You will see no more on the subject at least from from me, and hopefully no more on the subject from anyone else. Absolutely

[n3tleylucas] 05/6/2013 13:42

Wasn't the original point made by LEEMING? Comparing the historical large short interest in Ocado with here? He was wrong, there is no comparison. I even think he didn't know the %, just saw the chart.

[scrutable] 05/6/2013 13:31

Warrensearle 5 Jun'13 - 09:20 - 964

GDL was ramped on the main board by scrutable which resulted in a lot of people blindly piling in - share went up 18% the next day. He has also been engaging with trolls on here something everyone else to their credit has avoided

..............................................................................

I have indeed engaged with you for your highly subjective sense of exaggeration.... Are you a troll then?

I have disagreed ONCE on a sensible point of view displayed ONCE by N3. You have turned that into a plural. I take everything on its merits. I don't do witch hunts

If you are not a troll don't deceive me by emulating them.

As for GDL - the jury is still out. They won contracts with the two largest oil companies in China - the one with Sinopec is 'initially' for approx £150m to be reviewed after 20 for a decision on whether they get all or part of the next 340 wells to be drilled this year ...The other CNPC is still negotiating numbers.

Is that ramping? If so what do we call drawing attention to positive facts that may have escaped others? Thanks to the 'tipsters' thread - which came later- I use that now

This is not a space to debate other companies but it's fair to defend myself from your distortions. That's all I am going to say.

Have the last word if you insist on boring others. I am out.

[peterz] 05/6/2013 13:03

Titus - really liked this...


I shall continue to watch the charts, which tell me what participants do, rather than what they say.

[superg1] 05/6/2013 12:55

Engleo

Yes I got a very small chuck of ATUK and mentioned them, but wish I hadn't as it took off, I didn't know it was so tight on the share front so got out soon after. It's one I watch, the losses for today's rns were quoted months back. It's just an interesting one to watch with some unique points, ahead of the game.

I watched TRT for 4 years and they have some great tech too, as do many shares

I have plenty of IOF (for my needs), but I'm not so mad to get caught up in chasing the price, I just wait for things to settle at each stage.

Besides IOF being imo the best potential investment out there, it is also easy, (assuming delivery), to map out the revenue potential. Something which one can't possibly hope to achieve on the vast majority of shares.

I suppose that's why most loss making AIM's are called high risk, there is no way of making solid calculations, about likely future revenues based on success.

Take AVN and PDX, on the available evidence, I just couldn't see how they could justify their share prices on the highs. Those 2 became big short targets.

I suppose IOF raised a flag with such a strong rise, but it CAN justify it's price and higher, over the next 6 months on delivery. It has not got way ahead of itself, the market was just way behind at the lower prices.

Which brings me back onto Pure circle. One to watch for a turn, I need to do some more digging, but I don't want to ignore what looks obvious again.

[engelo] 05/6/2013 12:23

Titus thanks for your post. Interesting comparison IOF vs Index Linked gilts and pleased that IOF won :-)

Always tricky to buy in after a vertical climb, but as others have said on here IOF was in a sense a better buy at 200 than at 30 as so much had been proved by then.

[dorset64] 05/6/2013 12:22

moormoney, I have spoke to dalesman recently and in discussions brought up IOF. His reply was that he knew of Iofina and had regretted not getting into them sooner, although to date I don't think he is a holder.

You're right about him though, very knowledgeable and one of the few 'nice' guys on these boards that I have met in person.

[n3tleylucas] 05/6/2013 12:20

"meet up with Dalesman who is the most informed poster on the gkp thread."

Funniest post of the day ... and it's still early LOL

[moormoney] 05/6/2013 12:15

Titus good post. If you are on the IOM you should meet up with Dalesman who is the most informed poster on the gkp thread. He has his own gkp dedicated website dalesmann.com note the two n . I'm sure you would enjoy his company and he lives on the IOM. you'd maybe get him into iof!

[engelo] 05/6/2013 12:09

Superg/PWcarnall: OT re ATUK think SG did dabble in a moment of weakness and from memory caused an immediate spike! I've been watching ATUK for a long time and finally bought a few recently to my cost. Not a black swan this time: to-day's RNS was a foreseeable chance.

"superg1 - 09 Jan 2013 - 08:29:28 - 13071 of 26064

On ATUK when I mentioned that, I bought about 1/4 of what I wanted, just so it didn't move anything. Now for the level I did want I have to pay 50% more."

[n3tleylucas] 05/6/2013 11:56

okay it was warmsun LOL ... anymore flippin' Manx out there?

[warmsun] 05/6/2013 11:54

Titus,

Good post and nice to 'hear' from you :)

O/T
Yes, weather is, for once (!!) perfect...this doesnt happen very often. Am in work today but went to the Ramsey Sprint yesterday...brilliant! Some of the races have been excellent too....and a great atmosphere...as always.

Cheers

[n3tleylucas] 05/6/2013 11:50

Titus10,

"Others of us long ago filtered such distractions."

You can't have done, you visited my thread one hour ago.

You see how folks say one thing, and do ... the opposite? lol

1 hour ago

[titus10] 05/6/2013 11:30

Warmsun (971)

Nice one! Personally, I'm enjoying not being either short or 6 feet under - and at last the Manx weather's living up to your moniker. Best TT for ages, imo, too. Are you enjoying it?

SG1

Thanks to you this thread is extraordinary, and has changed my initial take (after 40 years of deliberately avoiding other people's views re investment) that the new BBs were not worth the reading time.

Greed/fear; risk/reward - it's the same game as ever, but Information Technology has certainly changed the playing field, it seems. At the time that Buffett, as you have, chose the sniper's rifle approach, some others, like me, may have decided that they had little real chance of getting the inside story on companies - and there were anyway few "safe" markets (no AIM) for minnows, where most BB participants seem to feed now.

So for us, knowing that as outside speculators (PIs, if you like) reward came only from share price movements and dividends/interest, "research" was largely confined to what information companies released and what "analysts" said about it.

On that basis, my first foray into stock market investment consisted of four equally weighted "blue chips", all carefully researched to limit risk.

They all fell. Nothing wrong with the companies, just that a global bear market ensued. The tide went out. The players left the field.

Lesson 1 learned: narrow view assumptions are dangerous - keep overall perspective.

The intriguing question is: with all the IT tools at our disposal now, is that experience irrelevant? The IOF story as revealed by your digging and others here is fascinating and I've bought it as a consequence, with 10 not insignificant purchases so far and decisions pending about going ridiculously overweight, to the detriment of portfolio components such as Index-Linked Gilts, International heavyweights ("autonomies"}, global & sector diversification etc.

And I came late, with an av. cost per share of just over £2, whilst many of you are already cushioned by a 10-bagger!

There have been other hot prospects in my half century of speculation in stocks. Trees don't grow to the stratosphere as we all know - there's a natural balance in all things.

As Scrutable has noted, this one does seem to present an exceptional opportunity. Whatever we might wish for in our own interests, this particular story will play out and end, one way or another, whenever. Whatever anyone tells a presenting Director at a PI's meeting is unlikely to change that materially.

Thanks to research here, we make hay whilst the sun shines, I guess. I shall continue to watch the charts, which tell me what participants do, rather than what they say.

[n3tleylucas] 05/6/2013 11:22

L2 please diggers, might put me shorts on ...

[battery] 05/6/2013 10:59

Thanks for the info plughole.

[joeywald] 05/6/2013 10:56

DTG significantly undervalued in my view. Expanding revenues, increasing profits, cash rich, cash generative and highly professional and conservative management. Add in the recent fall in aviation fuel prices and 2014/15 prospects look excellent.

AIMHO of course!

Good luck all!

[n3tleylucas] 05/6/2013 10:36

"some of us are trying to address the matter."

And how's that going mate? lol ...

[superg1] 05/6/2013 10:35

Moving swiftly on (please)

It looks like we have a buyer that has appeared in the last day or two taking any sizable supplies that appear. Hence the large trades.

happy to have that 'barrier' JS. best the share waits for some delivery re build times, water rights, patents etc etc rather than breaking out on no updates.

[nashwan123] 05/6/2013 10:31

King_roster

You made me chuckle!

[johncsimpson] 05/6/2013 10:23

Knock it off guys. You know who's a complete fruitcake but some of us are trying to address the matter.

One lapse but Scrutable is not a hanging offense. Get over it.

IOF is still finding that 250p mark to be a barrier - P A T I E N C E . . .