Iofina Share Discussion Threads

[spike_1] 10/7/2013 10:07

42 NOT 53!


Best wishes - Mike

[freshvoice] 10/7/2013 10:04

KR

Ramping the story again! LOL

[skylite] 10/7/2013 10:04

And Scancell. It's been promoted on here in the past but looked way overvalued given the funding gaps in most small/med cap pharma companies.

Those looking to Reneuron as an alternate in this space would be wise to consider their funding predicament. They need 14 mill to cover clinical stage 2 and have never got close to raising the amounts they needed in the past. They also have funds just waiting for it to rise a little before offloading.

From what I'm seeing everywhere, there is no better place to invest on the AIM than here.

[king_roster_iii] 10/7/2013 09:58

Weaning my youngsters on the hitchhikers guide where the answer to the meaning of life is 53 :)

[the librarian] 10/7/2013 09:52

Had to move on to evolutionary theory then KR.... but forgot to mention how important Iodine is in the process :-) (not that I knew that then!).

[the librarian] 10/7/2013 09:41

Reminds me of when my daughter at six years old asked me how humans came to be on the earth.... so I told her the bible's version of Adam and Eve... she listened intently... mulled it over for a minute... and said


Yeah right! :-)

[sandbag] 10/7/2013 09:32

" Chile, which is the only country in the world where large-scale development is possible."

Yeah right!

[steveolds] 10/7/2013 08:13

Stomach churning stuff going on at Avanti.... They are in deep doo doo......

[the librarian] 10/7/2013 07:32

'Medical needs have been increasing in recent years in emerging economies such as China and India, with the iodine market growing at a pace of 4% annually. Generic pharmaceutical* manufacturers of contrast media are coming into prominence in these emerging economies, making urgent the securing of new supply sources to meet the growing demand. Nonetheless, in Japan the land subsidence that accompanies iodine mining has become an issue, while increasing production in the United States is difficult because iodine deposits are limited. Therefore, Toyota Tsusho has engaged in iodine mining and production in Chile, which is the only country in the world where large-scale development is possible.

hxxp://www.toyota-tsusho.com/english/csr/business/case05.html

[superg1] 10/7/2013 07:25

Beeezzz

Japan extracts iodine from a gas field, ppm 100 to 150. It's been going on for 50 years hence it's in decline and they have no further resources there.

[the librarian] 10/7/2013 07:20

A snippet from bladey on LSE 'You know the weird thing, most of my Iodine suppliers here in AUS currently have there Iodine stocks on back order.. They keep pushing the delivery date further, plus my supply price (from 4 different companies) went from $95/kg to $150/kg- Potassium Iodide $80-$115 in the last month- But they don't have stock? I haven't had a supply problem.. well, 2011 I did. Seems odd, but the companies won't give me a reason on the supply issue.

[festario] 10/7/2013 00:56

This sustained rise in share price without any operational update is very encouraging indeed.
Measured on closing prices only, (and ignoring the intraday low during the flash crash), I have had a £40,000 turnaround in my fortunes in the last 8 days.
The additional trenches I bought at 144p and 166p have certainly helped with that. I have funds cleared now to add again on Wednesday.

I might even replace the wife's June wage, which I 'borrowed' to finance the 144p purchase. Hang on, no I can't... that would involve selling some of these.
Nope, she will have to wait for the future rewards, like the rest of us.

Well done to all of those who kept the faith, kept their heads, and kept all their shares!

[beeezzz] 09/7/2013 22:30

Super, thanks just a thought, I was of the impression that Japan used this method...looks like we're heading back to £2

[diggulden] 09/7/2013 22:15

Mad, to be fair, those types of job ads have been plentiful since around April time, so I would think by now they are fully recruited for plant operators for IO3 and 4.

[superg1] 09/7/2013 22:06

Mad

At the AGM they said they have recruited ahead of plant builds. I.E. they are over-subscribed so staff are working on io2 and will simply transfer to io3.

In theory that means plants will get up to speed more quickly.

[madchick] 09/7/2013 21:29

dig - how many do they specify in the advert (or maybe they don't)? I guess it is just one advert repeated several times? Good spot, though, and nice to see that they are recruiting (although, hmm was it Battery that was always worried that they'd left recruitment too late?). Thanks for the info!! I'd like us to continue to sustain more of a rise before the next RNS (now I've said that, it will appear tomorrow!).

[superg1] 09/7/2013 21:09

ATUK

It's very hard to work out potential profits. I personally didn't think that rns saying £50m in 3 to 5 years times was a sensible comment coming out of the blue like that. Why not just say £100m, if you get my point. That obviously caught the attention of a few and in they came, probably not realising any sort of volume sends it daft. The daft then starts a sell off for profits.
Certainly one to keep an eye on.

Dig I think you'll be lucky to see 60p re FUM, I'm expecting news any day on more deals.

The consensus from the best sources is that the CE mark is on a fast track 45 working day route. which in theory places the time line at the end of July. However FUM are not the best for time keeping. An early CE mark would catch a few out who may expect it later in the year.

With the CE mark sorted and a more deals on CSD it should surely get past the £1 mark by the year end.

CRF doesn't really feature yet, and if it appears the route to market should be swift and potentially lucrative. Pet500, never rated it, never will.

I see PLE has done well recently, and they only have one product which is the prescription version of Pet ???

I'm so glad they finally went for an OTC version of muscle rubs and Brufen OTC. It's a quick route to market. I couldn't fathom why they hadn't done that earlier as the claim is it's better, longer lasting and requires less applications than the best out there.

You know my guessing. I'd guess that royalties on the first deal for csd are high teens again and that they have identified a pricing point that would grab 16% of the market. A mentioned £8m to £12m for FUM from each 5% of the market.

[che7win] 09/7/2013 21:00

A third of Japanese production is from recycling...

[diggulden] 09/7/2013 20:58

Just in case anyone was doubting how aggressive the rollout and recruitment drive was for Oklahoma.

[diggulden] 09/7/2013 19:57

Yep same here, just sat waiting to get a new position in FUM, looking for 60p hopefully, might also stick a buy order in a 8p for ATUK if it pulls back, put a chunk into SIM over the last few weeks though so need to spread my money carefully!

[nevmyers] 09/7/2013 19:53

The RNS was short and sweet, I would love to be able to get these into my share ISA, not quite sure when AIM is starting for the ISA, I know its soon. Same with FUM I need to get them back soon I sold the ones I had to top up in IOF before the big crash lol

[diggulden] 09/7/2013 19:49

They still have a tiny mCap even after todays rise, if you believe what the CEO is saying, anything sub 25p is a bargain but I'm not sure, nothing to say it won't peg back slowly like it did before until something solid emerges.

[nevmyers] 09/7/2013 19:42

Dig, yes at 6p was a good buy SG1 seems to rate em I don't think he has any though, I will buy in i think if i can anywhere around 7p