Iofina Share Discussion Threads

[superg1] 31/1/2013 22:05

Header updated re the tips.

Monthly update re percentage rise, anything that has achieved around a 10% rise is listed

[the librarian] 25/1/2013 08:09

I am finding it all very interesting with the graphene situation, I did have a read of obbig's suggestion BIP. They are talking about and have produced graphene from methane, and I keep thinking like for like, not everything needs to be mined (IOF/SQM et al).Although they are talking lower end product rather than high end, it is also interesting that in it's form it is a good substitute for the use of guar gum in fracking and engine protection in oils.
They are also using waste products from palm oil to produce the methane, however, I don't know how they are going to move from producing 1 ton/pa to 2000 which is what they predict they can achieve, hmmmmm?

I don't quite yet see how the quantities are going to be produced that are going to be needed for the general market, however, one scientific experiment gone wrong may provide the solution. It is a race to the finish, which looks as if STGR are in the better position at the moment, but that could change overnight, particularly with the innovative Chinese on the case!

[rodez] 24/1/2013 12:04

diggulden
Thanks for info.
I will make this my last STGR comment because there is a STGR a thread for people to read.
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bing22
23 Jan'13 - 22:24 - 1211 of 1249 0 0


Received tonight, an email from Energizer Resources -

"With its new pricing plans, GM alone is forecasting 500,000 electrified vehicles by 2017. Add to that the recent projections for electrified vehicles from Nissan, Honda, Ford, BMW, VW, Mercedes and Toyota and the collective lot is talking in excess of 2 million electric cars on the road by 2017.
-------------------------------

If these projections are true, then battery manufacturers are going to need a lot more graphite. How much more? As you are now aware, lithium-ion batteries contain eleven times more graphite than they do lithium. According to industry analysts, to supply 2 million electric vehicles, it would require 10 new graphite mines capable of producing 30,000 tonnes per year (an average graphite mine produces 20,000 tonnes) of high-quality graphite. And all of this would be new demand.

That's why we here at Energizer are excited."

Stratmin should be more excited, having at least 12 months advantage over their nearest competitors.

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superg1

Thanks for your superb IOF commentary.

Supply and demand for graphite is difficult to predict accurately but as Graphmada is already producing when so many more highly priced peers are years from getting graphite out of the ground and China is restricting exports....?

As you have already discovered the whole business of predicting graphite supply is complicated further because STGR is mining high grade graphite.Mothballed mines even if they could be started up in a year or so, might not contain graphite of sufficently high grade to compete with Graphmada products.

[superg1] 24/1/2013 12:03

Re graphene while it's a wonder material it's way off becoming mass produced.

The line that stalled my research was graphite mines.

The 'moth balled' graphite mines. If it becomes a craze, those mines exist somwhere and I don't know how many.

Hype short term will drive prices, but short term revenues and profits are the real concern.

So for now I side step them.

[diggulden] 24/1/2013 11:57

Stratmin has been on my watchlist for a while, what they can do with Graphene is what interests me, new report on the BBC site today:

Graphite producers could be one to watch in the future, although if demand goes up, there are plenty of old mines that could be re-opened to cope with demand.

[rodez] 24/1/2013 11:32

The Librarian

I've held for around 11 months.During down periods the price held up well.The price was clearly held back by a deliberate policy of STGR management who wished the RTO to take place at a share price Graphmada owners were happy with ie around 5p.I personally can see little risk in the next two or three months given info recently provided by STGR to Shares Mag who have STGR as a buy.Cestnous has quoted "high risk" from the write up in the mag.He has interpreted this term in a recent post on the STGR thread.Long term I will go for IOF which I already have a position in thanks to engelo the STGR thread creator who mentioned it on his thread.Short term I think STGR is a fairly unrisky play and if people like JoJo are correct about price targets (see earlier post)it offers an opportunity for profit.Long term it could be really rewarding but there would, given recent history and levels of poverty in Madagascar, be a chance that in the future political unrest might negatively affect Graphmada production.
Nothing in life is certain.

P.S.
Reading your IOF posts regularly.Thanks.

[the librarian] 24/1/2013 11:17

Not arguing against your synopsis rodez, but cestnous says it is high risk?

[rodez] 24/1/2013 10:29

STGR

rodez
  24 Jan'13 - 10:17 - 1230 of 1232   0 0  edit

High Risk?

Is it grossly undervalued compared with it's peers? Yes

Is the political situation in Madagascar improving or deteriorating ? Improving.

Is an election going to cause problems in the short term? No the presidential election is scheduled for May.

Can conflict in other African states spill over into Madagascar? No it is an island.

Is this as dangerous as an oil explorer like DES ie is there a possibility that
insufficient graphite deposits exist? No not only has sufficient graphite been located to keep not one but two processing plants going for 20+ years but there is confidence that as yet untested areas of Graphmada territory will also be graphite rich.

Is there are possibility that bad management could lead to the first processing
plant taking many more months to start producing?

No the plant is already producing graphite and by March should be operating at full production ie 1,000 metric tonnes a month.

Now that the RTO is close to approval will STGR management still want to keep a lid on the price? No they have signed up the PR team Tavistock and only today cestnous posted that Shares magazine today contains a STGR buy recommendation.(See below)

Will Graphmada have trouble selling it's high quality graphite ? Obviously not and graphite exports from Madagascar have being rising year after year.

Will STGR have cashflow problems? No it will be able to finance the construction of a second plant from export profits.

Is this really a high risk share? What do you think?

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cestnous
  24 Jan'13 - 09:08 - 1227 of 1233   0 0

Synopsis.

Buy ahead of next weeks buy in which should receive investor support and will transform the Co. from an investment Co. to a miner which should be in full production in a mere two months time.

Processing plant should reach the full 12000 ton capacity in March.

Sahney says production could be doubled but this will only be done when present operation is running smoothly.

o. will be a low cost producer of high quality (94% carbon) material presently selling for $1400 / $1800 per tonne

Sahney says total costs will be a little under $500 per tonne inc. royalty payments and transport to port (80 km)

Product to be sold to a mixture off marketing partners and offtake customers.

Stock is high risk.
No foreseeable need to raise cash unless things go wrong.

Good demand prospects for graphite.

[noli] 21/1/2013 06:27

No worries bobbyshilling, IOF is my main share and that wont change for a while yet, if i had to made the decision as you have then IOF would win hands down. The main way i look at it is on a risk basis, the risk from IOF with 2 plants up and running is now very low indeed, ok things can and will go wrong along the way but we are talking about a new multi million pound revenue stream coming on board every qtr which may even speed up.

Tomco is a risk reward play, it might still not happen, its possible, but its getting closer and great interest will come very shortly.

[bobbyshilling] 20/1/2013 20:20

I have done some research noli, and agree with you. It's a question for me of putting some more money into IOF, or buying some elsewhere. Hmmmm, still thinking on that one, but the more I read on the IOF main board, the better it seems to get. It is actually almost too good to be true in terms of what it has going for it, and that is the benchmark when comparing it with other shares, though I do appreciate the all eggs in one basket syndrome. I think there are some legs in Tomco for the future though. Good luck with it - I'll be watching for now.

[noli] 18/1/2013 13:59

Hi bobby, Its not a get rich quick share as holders get bored easily and sell, its a minimum of a 12 month hold with a possible bid in that time frame from Red Leaf Resources & Total.

[bobbyshilling] 18/1/2013 13:52

I'll take a look at Tomco noli, thanks.

[noli] 17/1/2013 19:33

Hi bobby shilling, it crossed my mind but i will stay put for now, Tomco short term imho will start to go north and i would expect a buyer for Tomco within the next 12 months. It has been quoted on websites they are selling their stake in Red Leaf Resources so that and the jorc that are due before end of Q1 will cause quite a stir. I dont believe they will ever get to production and the closer they get the higher the buyout will be imho.

Quotes for a buyout from management are reported 12 to 15p minimum so it could get interesting. Worth keeping an eye out for.

[bobbyshilling] 17/1/2013 17:10

sg, noli, I have dipped my toe in the water with a few GDL. The key is rig numbers though, so I expect a bigger move in share price as they attain more rigs, but of course they need to be paid for. A good bet though for a medium term I think.

[superg1] 17/1/2013 08:28

Noli

as you may probably guess my iof are not going anywhere.

It's got very good potential, but a big supply at the moment it seems.

As we know BR are just selling anything regardless of prospects.

[noli] 17/1/2013 08:13

I to have looked and it looks very good indeed. I have no cash though unless some IOF goes.

[superg1] 17/1/2013 08:10

I had a look at GDL last night (Scrutables recent tip)

I have to admit I like what I'm seeing. It looks like BR have been selling that too, hence the long drop, but recent volumes should shift them imo.

[noli] 17/1/2013 07:26

If you like a trade then PTCM looks very interesting, mm are very short of stock and its hard work to buy but selling is not a problem. The last trading update looks interesting, so worth a look.

[rodez] 15/1/2013 14:51

re above

Stratmin Global: Unique Listed Graphite Producer (STGR)

POST 468

Moving on...

Shall we all publish our share price predictions for Stratmin?
Say, for 28th February, then 30th June, and finally 31st December?

I'll start:

28/2: 12p
30/6: 18p
31/12: 27p

(With takeover offers being tabled in 2014)

Multiply by 10 of course, should there be consolidation.

I have predicted the timing of certain relevant newscasts, then done some maths and accounting to get these prices -not just plucked them out of thin air.

IMPO/DYOR.
JoJo

-------------------

Post 482 and 492 worth a few minutes perhaps.
GLA

[rodez] 15/1/2013 14:34

EXTRACT
I've just been trying to do a simplified version of all this, to explain some events, and come to the conclusion that the old £295k CLN to Graphmada could possibly have been actually converted had we not reached 5p. Eg. if the share price had stalled at 4p in H1/2012 the conversion of that CLN would have given Stratmin just over 20% of the new company, giving a very similar end result to now. In fact, in ownership percentage terms, we could have been a point or two better off if the share price had flatlined at 4p.
That said I think 5p was the optimum/perfect price from Graphmada's standpoint. Anything higher (eg. 6p/7p) would have been problemmatic.

All ancient history.
Onwards and upwards to 25p+ by end of 2013, then taken out at 35p (£3.50 if consolidated) or more in early 2014.

IMPO/DYOR
JoJo
-----------------------
If you take the time to read through JoJo's other recent posts on the new STGR thread he explains the logic behind his price targets.Present thread discussion relates to how profits will significantly increase when ovens are used to produce purified graphite.This company is producing graphite as we speak and on the 28th Jan the EGM is likely to produce news that will take the share price to a level more like those of it's Canadian peers.The company has plans to double production capacity.Nothing is certain in life but at 4.75p STGR is worth a few hours research.In fact the research is done you just need to read the header/thread.(Thanks to a lot of work from engelo et al.)

[moz8] 14/1/2013 21:50

Very good projects and a first rate track record for the directors. For less than £13m. More than stand comparison with any other listed IO company IMHO.



Write up in Mining Weekly - link and extract below:

"Aim-quoted iron-ore and manganese development company Ferrex on Tuesday reported that a scoping study at its 74%-owned Malelane iron-ore project, in Mpumalanga, had led to a 65% increase in the net present value (NPV) of the project to $523-million."

[superg1] 14/1/2013 21:35

mox

Ferrex presented at the same time as IOF in London at the pro-active investors event.

That presentation really woke me up to the margins IOF have.

Ferrex margins had me cringing at the thought of price drops and how it would affect them. They are probaly good margins for most industries, but side by side, they sounded awful.

[superg1] 14/1/2013 21:23

I had been looking into Graphite and graphene a while back.

The trouble is with Graphene, while being an amazing material, commercial levels could be some years off yet.

STGR talk of being in a position to progress ahead of others, but I saw a moth-balled grpahite mines quote somewhere, so if the market becomes lucrative, those mines will surely come back online.

Big flakes are the more valuable type, but I've not looked enough yet, to fully understand the market

[obbig60] 14/1/2013 16:34

BIP still suspended - and they are producing Graphene, a much higher value product.