Iofina Share Discussion Threads

[madchick] 20/6/2013 10:41

jointer - no idea who was sitting behind me but I was in the second row sitting near my suitcase - probably stuck out as one of the very few females there!

hew - thanks for the heads up about the less than signs - I had wondered if it was that but had run out of energy to try again!

Not sure about takeout next year - they were pretty firm that the Japanese were a bigger threat than SQM, which supports what has been said before here. I would hope they wouldn't sell out if the oil value hasn't been realised and I can't see why they would leave just the oil and sell the iodine and the water, although maybe just because I don't like the idea isn't really reason enough :-)

I too, as someone else asked, would like to know who "Chris" was at the front. He was clearly known by the BoD. He spoke down to his notes so I couldn't really hear him apart from when he once expressed a bit of frustration about things being under the radar and asking for them to be more open in their RNSs.

[worraps] 20/6/2013 10:37

Thanks, superg. Good move.

[hew] 20/6/2013 10:37

Linking the share price fall, the debate re a recent post, the end of pre-AGM excitement, the CF "steady progress but some real world delays", is the fact that the honeymoon is over. We are now part of a well underpinned, realistic production company and not a rose-tinted dream for tomorrow. The good news is that it has every prospect of becoming an excellent example of its type.

[n3tleylucas] 20/6/2013 10:35

I'm ALWAYS deeply cautious around people who make decisions, then due to peer pressure do u-turns. It's not a good quality. It says either you have made real errors of judgement - credibility issue - or you have no conviction, just as bad.

Now what happened to that new private bulletin board?

Another change of mind?

[the librarian] 20/6/2013 10:31

Democracy at it's best :).

Does anyone know any more regarding the True Oil statement, I do think it's important to find out more about that one considering the lease acreage?

[n3tleylucas] 20/6/2013 10:24

"(correct me if I'm wrong) and is not the pathetic & annoying poster in the way N3tleyLucas is, who's only goal is to ruin such good informative threads."

That's wrong.

NL

195 now ... all you guys who tried hard to buy @ 204 yesterday ... you in now? lol

[uppompeii] 20/6/2013 10:19

He just said that over exuberance mismanaged peoples expectations and detached them from the actualite. Well, thats how I read it.

[diggulden] 20/6/2013 10:17

Yea not sure I agree with that, Coco's post to me read as a 'let's not get carried away' post..... nothing wrong with that in my opinion, I actually thought it was a well worded and very grounded post.

Coco has certainly added alot of value to the BB since early last year, with many chart views and subsequent pullbacks or supports levels being called spot on.

Anyway, I do feel that removing posts like that 'encourage' the feeling of a ramping crowd, where if someone speaks out of line, they are moderated.

No more from me though on the matter, I'm just waiting for the share price to find a support level, markets taking a hammering today.

Let's remember Coco called that the 'gap' between something like 186-196 would be filled.... we will see.

The business has not changed, just moving along a little slow than some (including me) would have liked. For every plant that is operational, the underlying value is de-risked alot. Re-traces are expected along the way, the last big one was about 30% intraday included if I remember rightly, so not concerned here.

[gadolinium] 20/6/2013 10:08

Still catching up on posts, only about 100 behind now.

Engelo post 2484 regarding Chris Fay's comment:

'Many patents and trademarks pending. However to let too much info out would be an advantage to competitors.'

This chimes with my own observation that Iofina do not disclose themselves as the applicant on their US patent applications.

[worraps] 20/6/2013 10:08

I hope you're right, neddo......I'm drowning in IOF shares, and hope I don't need a lifejacket! But, we've been here before, and it usually turns around before you expect it to.

[everybodywangchungtonight] 20/6/2013 10:07

How about releasing the whole post so that it can all be read in context?

[n3tleylucas] 20/6/2013 10:06

noli predicted in his wonderful roll-out table that this week (25), production would be 16.3 tonnes. The ACTUAL average for this week is 4.9 tonnes.

[neddo] 20/6/2013 10:04

all that's happened is ,a little bit slower than a lot expected , they have been taken for a ride by the mm's , silly sellers week.

[n3tleylucas] 20/6/2013 10:02

Well freshvoice, she dropped 6% because of the disappointing update. More delays, targets missed and poor production data.

[the librarian] 20/6/2013 10:02

I'm interested in the True Oil information, it being a conventional play is a step up from fracking but does depend on the amount of bpd of course.

I know very little about oil etc; hoping Rugrat can come to some conclusion with it hxxp://www.truecos.com/Drilling/Rig_Locations.htm

[worraps] 20/6/2013 10:02

Sorry, superg, I see I've clashed with your post!

[n3tleylucas] 20/6/2013 09:56

uppompeii,

Bizarrely it would seem to be the case. Control.

[superg1] 20/6/2013 09:54

The below seems to be what created bad feeling. Yes it does seem coco is inferring some are lying. The post contains other bits so views on different bits in it.

Yes things are played down and in fact things look better than I have ever posted before re the potential production rates.

I'm not sure if coco has ever attended a presentation but if so would know nothing is wrong with findings at all re the production potential.
I will say it again, it's well above what any broker predicts



however, i feel that things are made a lot worse by the expectations of some continually being amplified (volumes & rates) and accelerated (timeframes) beyond the current 'truth' on the premise that things are being 'played down' or 'kept under the radar'

manipulating information both rumoured and fact and adding 'false' value to the 'true situation' only serves to highten expectation and increase disappointment when things subsequently dont turn out to be as good as the spin doctors make out to be

[freshvoice] 20/6/2013 09:54

Why 6% drop after what seems to be good news according to all attendees?

[uppompeii] 20/6/2013 09:46

People really text others to get a post removed?

[superg1] 20/6/2013 09:44

The whole point of the Pbb was to stop any false details being posted not opinions.
Busy last night and had a message where some were offended. So I just used the ban and moderate button to end any spats before I could read it. There are other threads.
Anyway found it now and just about to read it.

[hew] 20/6/2013 09:42

madchick, I suffered the same problem of a longish post being cut off - well before its prime in my case - and my repeated failing attempts only clagged up the board, to my considerable embarrassment. Someone was kind enough to put me right. Do not try to use "greater than" or "less than" symbols! Or, quite possibly, not anything beyond the most basic English and punctuation. ADVFN is clearly intended mainly for us simple folk.

I have now found my way to the LSE chat board where did I read the rest of your report - please don't deprive this forum of future ones through any understandable exasperation!