Iofina Share Discussion Threads

[rogerbridge] 08/7/2013 08:28

SG, great post. One of the product lines that I am involved with uses lithium ion batteries. Everyone wants more capacity and it looks as though lithium iodine could do that and also solve some of the shipping problems due to the flammability. The market is huge, everyone must have some sort of battery powered device in their home. Then there is the industrial unit.
New applications for iodine continue to appear.

[engelo] 08/7/2013 08:25

upp: what us? speculate? surely some mistake :-)

[engelo] 08/7/2013 08:23

The jury's still out on recent Boeing 787 battery problems too: another contender for new battery technology is Lithium Iron Phosphate.

hxxp://investorintel.com/graphite-graphene-intel/boeing-787-battery-problems-could-spark-a-battery-technology-revolution/

Either way billions at stake to find the best answer...

[uppompeii] 08/7/2013 08:18

Well only in the context that it was retail investors speculating.., and you only have to look at this thread to confirm that.

[hurricane.] 08/7/2013 08:08

Interesting that the FT mentioned predatory interest in Iofina

Dyor

[the librarian] 08/7/2013 08:05

Good point that superg, I immediately thought of the innovative Chinese when you posted that up, I would guess they will explore the possibilities very quickly and it should open up a new and lucrative market for them, wouldn't surprise me in the slightest.

[noli] 08/7/2013 07:48

I am with on that lib, lets hope we are still around:')

[the librarian] 08/7/2013 07:46

It looks like results published now noli, it is a big current and future market with a lot pinning their hopes on graphene... but graphene is soooo expensive, putting in a bit of Iodine and water to enhance the battery power and life is a much cheaper option. I hope it develops further from a green energy perspective!

[noli] 08/7/2013 07:38

Hi lib, i mentioned that to the company a couple of months ago so they are keeping an eye on things.

[the librarian] 08/7/2013 07:21

An interesting article posted on LSE, interesting because I was expecting graphene to be the next step forward in Lithium battery performance, but seems they can increase performance, capacity and longevity of charge and life by adding Iodine!
hxxp://www.asianscientist.com/in-the-lab/improve-batteries-add-water-2013/

[n3tleylucas] 08/7/2013 00:04

I wonder when IOF are going to stop breaking market rules?

This persistent bad habit of informing posters of news before the market is becoming quite a concern.

Clean your act up.

[engelo] 07/7/2013 23:45

Thanks c_k. By chance there's a link within your link about Barrick delaying construction of a new gold mine on the Chile/Argentina border citing increased production costs and environmental challenges.

[engelo] 07/7/2013 20:47

ansana: was your 'obscure' post 4361?? That's 2 weeks from June 30th, and we've had 1 already. Indicates I01-4 news this week.

Also 'not sure' response on CEO indicates progress made and v encouraging: could be imminent.

Thanks for posting clarification. Can you say who you emailed at IOF? Did you really use the Heavenly and Hellish wording? I think they like your style :-)

[superg1] 07/7/2013 20:29

Another use for iodine to improve lithium batteries.

[superg1] 07/7/2013 20:03

A bit of recent coverage on the Chile issues affecting others and a very relevant point for the iodine players to re water-:

'Mining companies have been delaying copper projects amid an economic slowdown in China and scarcity of water in northern Chile,'

[superg1] 07/7/2013 19:47

FUM

My old fave. It probably is time now to start having a serious look. The supply that was seems to have gone, I've been watching for a few weeks.

The key is CSD500 (the viagra condom). Not for ED, but for healthy males a 'boost'.

The CE mark is suspected to be on a 45 working day fast track process, which should in theory mean the end of this month or start of August.

There could be some deals due soon via rns's too. I'm expecting 3 to 5 more deals.

The FUM site is an easy read on the product portfolio. In recent times they have taken the stance of pulling away from partner license deals and taking products to launch phase.

Bits a and pieces I have seen suggest £8m to £12m for FUM for each 5% of the market achieved by csd.

I expect it to sell like mad once launched.

Thought I'd mention it as the general consensus is that with the CE mark in a timely fashion it should see £1 plus by the year end.

Not a match for IOF's potential, but one that will surely see significant gains post CE mark. It's not an if re the CE mark just a when.

[superg1] 07/7/2013 19:34

The simple key to the core business that remains is the bpd + ppm.

The tech is proven and we know the bpd is there and will grow rapidly with the Miss play boom. The section missing is exact ppm.

Obviously 'exact' is on a moving scale as new wells produce different ppm.

IOF haven't gone lease mad in a particular area, just for the fun of it. It's the same reason that made them happy to delay plants elsewhere by months, just to wait for the 'purple patch'.

That's why I throw in the odd, 'you'll see'.

I'm happy to just sit back and wait for io2 to go onto the full 30k bpd, with new brine, then when they start putting out figures of production, the radar game, is over.

[gaztop63] 07/7/2013 19:18

@Bogg1eMany thanks for the mail.

[madchick] 07/7/2013 19:14

Thanks Ansana - interesting response. Quite surprised they didn't RNS IO.2 straight away but looks as if they want to do a bit of a bigger update all at once (a few years back there was someone arguing that IOF should release news in bits rather than always saving it up and announcing things in chunks - not sure what I think about that, although news flow much better since those days!).

Interesting that they said "not sure" rather than "no" about the new CEO - seems that it must be fairly close as long as there is no changing of minds at the last moment.

That was also a more confident 60 days statement than at the AGM where CF was being cautious by saying the manufacturers or whoever it was had promised 60 days but they had yet to know how realistic this was. Or maybe the Electric Co is just their favourite person to blame for anything that doesn't go to time!

I was thinking about the FRP plants the other day and wondering how much delay there would be on the first one or two - it will be great if it turns out that 60 days is reasonable as this may then give them confidence to up a projection of rollout. Maybe they could also announce how the tenders went and how many manufacturers of them they will use? They will need to be careful that more speed doesn't mean lower quality!

[ansana] 07/7/2013 18:45

I have been thinking about my obscure post and decided that I was wrong not to simply publish it. If the company can reply to a PI then it isn't private and it should be disseminated to all. Debate away and I hope you take heart from the contents as I did. Sorry Boggle if this messes up your figures. If anyone reworks them I would be grateful to receive a copy. Can you pm me please. Sorry I am black so won't be able to reply. I received this reply from IOF on 30/6/2013.

Well at the Investors PI meeting everything was Heavenly and now it's Hellish. I am hunkered down until you can publish something substantive to the market.

Can i ask you a couple of simple question, has the last brine hook up to IO2 been achieved? "I do not know, but the wells were drilled and fracked. They were waiting for electric on the wells. Volume will be more than excess of 30k today"

If not is it likely to happen anytime soon? " Yes it should have happen late last week if electric co got completed"

Do you think that you will have anything to tell the market in the next two weeks on IO2,3, or 4, CEO appointment, permits water or anything else.?

"Yes on io1 io2 103 and io4. CEO not sure yet."

Is it possible to build IO3 literally 24/7. Do you aim to achieve the build quicker than 3 months?
"It will take 60 days. Electric co is what we don't control."

" we are glad to see Chris bought and we are sure he will purchase more"

A poster last week said very simply "you'll see" that post as far as I am concerned was key. Marry the two together and ...... It's all there the hyper brines, IO2, I03 build 2 months, updates very soon. An H1 statement will make excellent reading.

I am not posting this to encourage anyone to buy more or leverage more, please be careful. I am also in receipt of emails from various people saying its a good time to buy FUM. It may be but for those who lost out a couple of weeks ago including me don't over leverage on FUM if you are tempted to try to make back the lost ground on IOF. You don't want your bottom bitten twice, or maybe you do!

Ok finally, the Internet connection here is shocking. If you consider this post is worth repeating tomorrow morning so those who take the weekend off from the board can see it can someone please post it or part of it again.

Lets hope that the share price continues to improve tomorrow as Che said the share price should never have fallen below £2. The Flash crash was exceptional, the likes of which i have never seen and exceptionally awful.

Well done Andy Murry what a star.

[bogg1e] 07/7/2013 18:09

benny, beyond i think 1600 tons per year IOF can upset the supply demand ratio. This could force down the price of iodine but would also create a production vacuum because it would force high opex competitors out of the market. This in turn would lift iodine prices until IOF's growth (or some other party) are able to ramp up demand to fill the gap. The BoD also mentioned growth areas such as India and China which could actually create extra demand for Iodine beyond the current 32,000 ton global output.

[durden82] 07/7/2013 17:49

Thanks a lot Boog1e, have a good week.