Iofina Share Discussion Threads

[johncsimpson] 14/6/2013 22:13

re ofstad's post 1945 - try the following link:

[freshvoice] 14/6/2013 21:23

When does such behaviour become market manipulation?

[urbanyeti] 14/6/2013 21:17

Any clique who uses multiple websites for self promotion with handles such as The Market Guru or Infamous Bear etc, etc are bound to be hazardous to your wealth. I keep an eye on what the Infamous Tool is tipping for comedy value & to make sure I stay well away from anything he is pumping.

[superg1] 14/6/2013 19:35

Chr1

The recent presentations are not online. The iodine world can be secretive so that others don't know the full plans.

It's even more critical in recent times due to the problems the main producers have had with rising costs.

Bobby

If you go back over the last 18 months re 'attacks' the BB is full of unfounded rubbish one liners. Not once could they ever back the claims.

Then more recently try the back door and do it by word of mouth in the city, but we have that angle covered too, due to the grapevine on the BB.

[bobbyshilling] 14/6/2013 18:43

Sg, that's a good point actually. I also sense that PI's here are far less inclined to be panicked into selling because the most important info about what we need to know and any new stuff is posted on the board here, courtesy of yourself and others who do most of the intensive research. But importantly, with that level of knowledge accessible by the likes of most other PI's such as myself and others, it makes it very hard for shorters to attack, especially given that any ambiguity in their statements can be easily and quickly challenged and put right.

I am all for open discussion, but don't like the scare mongering that some try on, and not care about the consequences of their actions to others. Investing is a hard enough game as it is, without the shark brigade who seem to enjoy promoting fear on some boards, for their own ends.

[chr1sjs] 14/6/2013 18:37

I can't find any, let alone a recent, presentation on hxxp://www.iofina.com/investors/presentations. Can someone please point me in the right direction?

[superg1] 14/6/2013 18:26

C simpson

The SQM analysts will get it at the drop of a hat, but first they need to see the rabbit. Once they do things will get serious, meanwhile PI's that know the share and prospects, dump years long losers, and add more.

[csimpson5] 14/6/2013 17:53

Underplayed so they can fill their boots I reckon. IOF industry's best kept secret and rarely mentioned.

[superg1] 14/6/2013 17:48

Joey

It's good that it is there for use, anyone can set up a thread. Things have calmed down a bit.

If you look across the entire AIM for any performers, they are all getting 'attacked' by different sections seeking to make gains.

There are a range of shares that may or may not be over-priced. But most will be Jam tomorrow shares.

Occasionally one like IOF pops up, but IOF don't bleat on about their prospects. They could have gone to town with that water contract and water rights applications along with the rights swap deal. It is highly lucrative.
If one wanted to go daft it could all be done as hot water and a $7 billion contract over 10 years as the max potential. The low end is around a $1.5 billion contract over the same period.

I'm sure some AIM's if that had been their only revenue source would have been going nuts over the potential.

Take the 6 plants this year and 6 to 8 next year or more. 5000mt PA production rate plus going into 2015. $40 to $60 range per kg. $2 to $3 billion over 10 years.

You see how it can all get a little silly, without the oil prospect.

Some do get silly on $8 mill contracts over 5 years, with much higher capex and opex in their relevant business, with lower margins.

So just let them crack on most times they will be right without doing one oz of research. The crook crew then chuck in lie's to try and create fear and sells. I know of one thread and share never mentioned before, where the PI's look ready to bail out on any turn, they are posting it. Easy pickings for a shorting team..

This team here is strong, we share the info, and it's not mad hype, over 100 have attended in person and heard themselves from the BOD. Figures they mention can be found elsewhere, there are many reference points to back up things they put in rns's and presentations. Those 'things' tend to suggest they are underplaying it.

So no worries re alternative debate.

I see Fat prophets say hold and seem to be a little closer to understanding IOF.

They said sell half in the 60's, now up to hold at £2 plus. By the time it gets to £5 they may say buy lol.

[engelo] 14/6/2013 17:17

joey: you can't change titles :-) Message is clear at top of header.

[alwilliamson] 14/6/2013 17:10

I've looked at TOM myself,but expect that to drift until the process is proved by Red Leaf. Until then it is jam tomorrow unfortunately, and I say that as a holder of TOM. I still expect good things there but not in the short term.

[crazycoops] 14/6/2013 17:01

Good call joey.

[monty panesar] 14/6/2013 17:01

Just checked and Ennismore now up to 0.82pc short

[joeywald] 14/6/2013 16:39

SG, I notice that a few people are starting to post on the "troll infested" thread again. I wondered if it was possible to change the title to reflect that it is no longer in use?.

[bogg1e] 14/6/2013 16:23

Does IOF have a tradition of using the AGM in the past for announcing operational updates or is it more of a review of the past years performance?

[beercapafn] 14/6/2013 16:11

If the Somerset Arms crew turn up, at the AGM, hope IOF with there uk heritage, provide at least a Dart Board, stale sandwiches, cold beer..
And some bloody good news...

[superg1] 14/6/2013 15:56

I have heard QFI and AFC mentioned a number of times of the last 3 years, I haven't fully looked but never dismissed them.

As for hydrodec I clicked re that one, a naysayer that hated the look of IOF pitched Hyr against as a 10 bagger from the end of 2011.

Hyr is the same price now mmmmmm. I had the same re Tom but that was a very knowledgeable good guy, again IOF has caned that one too. Must be luck.

[bobsworth] 14/6/2013 15:49

Email reply from Iofina:

Robert,

We have not required pre-registration in the past. If we run into capacity issues, we will use the shareholder list to allow entry. We have booked a room with a capacity of over 200 people and do not anticipate running into capacity issues.

Regards,
Sam Huebner
Analyst

Iofina Resources, Inc.
8480 East Orchard Road
Suite 3600
Greenwood Village, CO 80111-2912
US Dial: [phone] x302
UK Dial: [phone] x 302
FAX: [phone]
E-mail: [e-mail]
Home Page: hxxp://www.iofina.com

[bobsworth] 14/6/2013 15:45

Just back from a 2 day business trip and just wanted to send my very best wishes to Lance and his Family for a speedy recovery to good health.

Very pleased to hear that he is putting his health and family first while offering us vital consultancy support to the Company.

With the formal announcement now complete, no doubt Iofina will soon be announcing who they have appointed/head hunted for CEO position.

Looking forward to the AGM

[warmsun] 14/6/2013 15:37

Someone mentioned recently that WINS always seemed to be on the Bid......well, it seems to be continuing...they are always there or thereabouts as the lead main MM ...they appear to be after some shares...

[the librarian] 14/6/2013 14:59

I thought shorty would need to be buying them back. As for the supply could be anyone, I did wonder if River and Mercantile were finishing their offload or had gone for the free ride. Couple of other names that have bought recently were Axa Life Europe and Reyl Asset management, but impossible to find all of the names.

Anyone got the list :-)?

[superg1] 14/6/2013 14:45

The supply could be shorts lib, creating liquidity.

I hear one position is a bet that the patent won't be achieved. (should have attended the presentation that one).

Two knocks re the illness and resignation and it's still in a range of where most wanted it to be pre the next update, and we were not expecting either of those rns's.

MThe expectation of the majority is a decent roll out in H2 in line roughly with what they have said.

I say roughly as each plant imo adds more than £1 to the share price. Even just io3 and 4 running for the last Quarter on about half speed and io2 as it is, looks to add about 200mt just for that quarter.

So that leaves a lot of room for slippage imo. £5 plus pre solid roll out would be a pressure point not this price.

I believe all of io2 to 6 can do 400mt plus and that is with some discount.

io2 to 4 up to 1mt each by the last quarter adds 270mt.

As one note has io3 as a 125mt unit, it's no wonder their forecasts will be out.

I'd rather them be under-playing it though than over-cooking it. What prices they predict is of no interest, delivery is. Delivery to the full is way above their figures, so I'm happy.