Iofina Share Discussion Threads

[testuser123] 03/4/2014 12:18

SCRUTABLE - good to see you back on the thread. I see you still have your double posting issue. I think I know what the problem is. After you post click the text in the address bar and then hit return on your keyboard. That should prevent you from reposting when you hit the refresh button.

[bogg1e] 03/4/2014 12:11

Scrutable, the only way i can think of commercializing it would be to set up a web page with your research and say charge £10 per download per company. For me though, taking my QFI doc, its all taken from many different areas of research, most of it compiled from others and then rechecked myself just to be sure. But as the info has come from a range of PIs as well as official info in the public domain, i feel its only fair to share it with others. Good info has value though, so i hope you find a way to capitalise on it.

[scrutable] 03/4/2014 12:06

Quadrise DOES happen to be one of them. Despite the 9-year development slog, that pre-commercial development has IMO now reached a sweet spot. The share has been substantially de-risked in extensive trials by Maersk and other behemoths.

I believe very strongly in balanced diversification. GBO (you all know) is another. GDL and GDG about which I wrote months ago on the IOF tip thread, formed part of my original 15 share, now hypothetical, portfolio. AFR is one of the cheapest cash fountains in the oil business.

Many of the rest are proprietary. The most extraordinary is small cap, internationally successful with global major clients, profitable, high growth, and with a rarely found ideal business model. The company has not been mentioned by any writer. but my lips are sealed.

As I said I need to find a way to monetise this skill.

Help required

[superg1] 03/4/2014 11:50

Scrut

Someone like Toyota ?? You aim to low.

As for other shares, there are a few with stellar potential. The type you love with a janitor and his mate posting all alone on them once a month. Market oblivious.

Trouble is shares are so tight the darn things take off at a stupid rate, and shares hard to get hold of.

Already watched one go 50% but fund raising must be due to soften it up a bit.

Praying tara doesn't spot them and note shares are tight and does his herd thing.

Chatting to one lot soon, and the other the CEO is a stones throw from the Somerset arms, so I can feel some free butty being organised. Looks like lucrative potential for that one if it's business gains favour.

[knackers] 03/4/2014 11:46

I think more than likely someone (a "researcher" possibly? - cough!) has given the shorts the nod on what's in the wings. I think we're in for an interesting week or two ahead.

IOF are watching their pennies and for good reason they are managing things exactly as they should, focusing on delivering the strategy in a deliberate and sustainable fashion...

1. Secure new production
2. Build product inventory
3. Build the sales book
4. Secure credit facility (as required)
5. Consolidate/ops review lessons learnt from recent builds
6. Watch market spot price
7. Build new facilities

...return to No.1

================

Knackers - 02 Apr 2014 - 09:40:26 - 18139 of 18279

Also may have chosen to 'cover' their short in recent days rather than close. I think that more than likely ;o)

Anyway the action for the rest of the week will tell the story. aka target 65-70p or thereabouts, for starters.

[freshvoice] 03/4/2014 11:40

Ok Alpha
Set your alarm for Wednesday 6.59am.

[bogg1e] 03/4/2014 11:28

Quadrise!!!!!

[cyberbub] 03/4/2014 11:25

Any suggestions for the high growth spectaculars, Scrutable?

[scrutable] 03/4/2014 11:15

superg
I don't get your as usual cryptic information in 18270. I see no chart.

GDL FY results will be atrocious but that as you know is not the point. They already have some 180 (?) wells value £100m+ under contract for 2014. They stood to get a lot more when I last researched them, but yesterdays explosive news from "parent"/now associate GDG will bring them a substantial multiple in the near future.

GDL yesterday and GDG for two days as you know, have been the top movers on the LSE. Shame that in Feb I got squeezed out of my 700k GDLs at 10p now 17p and of my 20k GDGs then 260p today 540p - but the probability of being spiked out was obvious however diversified the portfolio. The currency spike (Argentina/Russia/Indonesia/Kazakhstan etc over two days did the trick). Black Swans, Sods Law..I was defying Gravity and finessing every probability.
I lost 75% of my profits but cashed out enough last May to exit disappointed but £100k up.

I would love to run/advise a small high growth fund, without having to gear myself x10 times to make a pile in the short time left to anyone of 86 years.

One establishment figure phones me several times a week for my research but I can't find a way to commercialise the skill. Any suggestions?

Polite ones welcome.

I am only a lurker for the moment till I sell and monitise the high tech house I built in 2010. Then I will be back in the market.

Good luck to you all. IOF is finally poised to repeat its stellar rise but less steeply over the next few years until someone like Toyota pounces. But there are enough high growth spectaculars around right now and at any one time, to replace and emulate IOF. Not many but enough

[knackers] 03/4/2014 11:14

L2 even stronger now. Someone likes this price point.

[jointer13] 03/4/2014 10:56

online limits.....not been like this in a long time.
can sell 150000
buy 5000

[festario] 03/4/2014 10:31

Arron mate, but yes.

[darryn1] 03/4/2014 10:27

Is Mr Big character supposed to be Aaron Banks ?

[superg1] 03/4/2014 09:53

Scrut O/T

Just for your benefit as you know. A certain someone spent a huge amount of time with reports and studies bashing away trying to force a price crash on a share.

Thought it was a bit daft to take on a billionaire who isn't averse to not playing with a straight bat, and it seems squeezes went on

So here is the chart re the relevant share, I noted the recent contract news and did post on the tips thread re the court hearing date and to watch the chart for indications. Not sure if this is contract news moves or court case leaks, but it's out a sledgehammer through your fave tipster attempt.

Lets hope GDL, now have progressed on the drilling with no excuses to offset what the market may do re looking backwards on results day..



Enjoy the chart. over on GDG. Nice isn't it.

[superg1] 03/4/2014 09:28

Thought spilling

I said if the market wants to keep it at 75p while io6 is built and the water permit achieved then that is fine by me, as imo with those things in place, I'd love to be able to buy it at 75p

MR Market (as MB puts it) took it to 50p ably assisted by a fund or 2 piling out, the odd large investor and forced sells.

MB appeared and drew a line in the sand at 50p but accepts it could drop to 40p subject to Mr market, where I suspect he would prob buy more.

However Mr market seems to have shifted 10 to 15 million shares in very recent times that was in possession of large holders, and Mr market in those terms has significantly less available from those sources.

The supply being dripped into a rising price tends to suggest the supply is now down to one main source and diminishing. That's how they work on the remaining shares.

So what we have now, is results to come, bod update and the water permit.

Current share price 60p.

water news negative move to a hearing, = probable price drop and buying for the iodine business.

Water permit awarded will probably mean significant interest and a price rise.


What we suspect to be right, and confirmed by Mr B who I doubt took a wild stab at the probable news outcome is the cash situation.

Bail out/ dilution imminent. Mr B, I and others made the effort to ask rather than guess, and the indications are that the scare crew are talking complete BS (wonders never cease).

Water,..... laws seem to heavily favour award of the permit, even if the news was move to a hearing, I think they would be successful at a hearing. So if negative some will get iodine shares more cheaply, and no real worry if the water permit never came. Mr B covers this point calling water just a bonus.

However it is a lucrative bonus considering what is going on in the Bakken and Montana with potential huge other geographical areas being tested now on various levels about 300/400 miles wide from ND to Western Montana all just south of Canada, which fits wonderfully re where IOF are.

Take a look at the Bakken 5 years back and then consider 5 years forward.

Aha but the water depot may need funding. Oh I'd love to have that as a problem.

So it seems some could get 6 plants and a water depot for 75p or less, now how great would that be.

Or 6 plants and a hearing for less.

That's why either way on water news it's a buy. So all about timing.

A very strange situation imo potentially for anyone sitting on the sidelines, re the water permit, to me it seems like a no lose situation assuming positive water news wouldn't crash it through 75p. For those sitting on hands waiting for fund raising/dilution, sadly they haven't done their homework.

The short cover should reveal itself in the next day or two, Ennis still in or out? But the big suppliers we have seen in the recent past are now getting down to bare bones, some have none left, the jump tells you that and we know where a decent chunk went.

[alphacharlie] 03/4/2014 09:25

freshvoice - can I have that in understandable English instead of all the cryptic stuff that this thread attracts?

[alphacharlie] 03/4/2014 09:23

malachey - only about 55% more for me and I'll start to be close to break even

[freshvoice] 03/4/2014 09:21

Alpha
No keep watching the postman and his friend the janitor.

[stupidboypike] 03/4/2014 08:52

I've been watching this for around a year and finally bought a few this morning. risk/reward looks good to me over the next 2 years. Best regards SBP

[malachey] 03/4/2014 08:34

Buyers outweighing sellers, high volume, over 4% up as I type. No pleasing some people Alphacharlie...

[alphacharlie] 03/4/2014 07:59

So, it's the witching hour. On your marks - Is she going up or not?

5 mins later - Answer - yup, but hardly a bun-fight.

[alphacharlie] 03/4/2014 07:30

Do I take it that Hurricanes surprise in the "fight back" was Mr Big buying his shares - or is there something else apart from water and build/commissioning updates?