Iofina Share Discussion Threads

[captain_kurt] 26/8/2013 09:10

With so many important things about to happen over the short term. Is it any wonder the bears are worried. :@)

The king is dead, long live the king!

[captain_kurt] 26/8/2013 08:59

"GET ACCUSTOMED TO THE IDEA THAT YOU HAVE A ONCE IN A LIFETIME, GAME CHANGING OPPORTUNITY- DON'T THINK OF SELLING BECAUSE SOMEONE OFFERS YOU MORE THAN YOU THINK THEY ARE WORTH. YOU WILL TURN OUT TO HAVE BEEN WRONG TO SELL - AND THEY - RIGHT TO HAVE BOUGHT.

Because I sound like a preacher or a ramper I will tell you how sore I have been for 10 years because I took a 100% profit on ASOS at 12p, quailed at buying back in at 75p, quailed even more at 250p, and gaze blankly at them today at £22.00.

Well in the last 12 months they have 'only' risen 55% whilst IOF has x3 bagged which proves that I have learned my lesson.

Have you?"

Remember this poster ?

[dr andrewd] 25/8/2013 23:38

Bobsworth,

The PE ratio is going to be tricky to estimate. At the moment the market clearly doesn't understand iodine and the potential and it might take a while to work it out.

If IOF actually open up and clarify the potential, and my view is that they could now do so as the patent is in place, then sensible PEs, perhaps initially somewhat greater than 25 could be achieved. But until that happens, then a prediction of PE will be difficult.

In terms of IOF opening up, the patent means that as far as I can see, in principle they are the only company in the world that can take a US Iodine lease and be able to legitimately extract the iodine and pay the royalty, thus they are the only company that can return added value to the land owner.

This clearly means they are in a really strong position to acquire any leases that they need to roll the business out and can do this with much less risk of competitors trying to acquire the leases and copying their technology.

Perhaps this can allow the much awaited 'ping' to happen. Time will tell.

[n3tleylucas] 25/8/2013 23:24

" Based on the increasing profitability of Iofina " ... What increasing profitability? All I see in the accounts is multi-year losses. Who the heck are you talking about? Another company?

"and dividends" ... Are you drinking? Or taking hard drugs?

"as they roll out their business plan" ... What plan? You mean the one that's always wrong?

"what sort of levels of the Price/Earnings ratio do you expect the market to assign to Iofina for each of the coming years 2013,2014 and 2015." ... The way you're going you'll make next to nothing in 2013, so multiply nothing by whatever you like. If 2014 goes well, 8p of earnings, so a p/e of 9 for all targets missed earns you a fully valued share price of 72p. Forget 2015, sort 2014 1st.

Can't wait to see what the doctor says ... I need a bloody good laugh.

[freshvoice] 25/8/2013 22:58

Retiree

Good digging ;-)

[bobsworth] 25/8/2013 22:11

Dr AndrewD 25 Aug'13 - 10:18 - 7521 of 7538 8 0

Enjoyed reading your thoughtful post highlighting the tonnage, revenue and margins we can expected as they roll out their business plan for Iodine.

Thankyou

Based on the increasing profitability of Iofina and dividends as they roll out their business plan what sort of levels of the Price/Earnings ratio do you expect the market to assign to Iofina for each of the coming years 2013,2014 and 2015.

[soggy] 25/8/2013 18:43

Oh you little tease!

[freshvoice] 25/8/2013 18:07

If you look at on line petroleum magazines and things like linked in and start from the companies linked to current, or previous directors, no one is more than 6 links away, and some are a LOT closer.

[freshvoice] 25/8/2013 18:02

Look at oil company in US, say with a senior director with more than a few years experience in plant commissioning or growing a company with a good financial background, oh and MBA from XXXX Business school.

How many clues do you need, start digging.

[worraps] 25/8/2013 17:21

Ansana.....yes, progressing is a good word, as long as it means it's more than just the SEARCH for a CEO is progressing! I would like to think, that after approaching 11 weeks of searching, the word progress is being applied to a particular applicant who is about to start work.

[worraps] 25/8/2013 17:14

Thanks, guys. I know I was asking the impossible question to answer, ......just borne out of my usual frustration! Actually, freshvoice, that could be something to investigate, if their resignation announcement precedes the new position announcement. You never know, funny things can turn up when you start digging, as we've discovered before, re the water application.

Unfortunately, I'm having a boring bank holiday weekend, so I'm getting fidgety. Sorry if I appear to be offloading it here, I'll go and get myself occupied!

[soggy] 25/8/2013 17:10

Freshvoice...for every business in the world? That could take a looonnnggg time!

I take it you have narrowed it down to this sector and this kinda size of co...and have got some suggestions. Would you care to share your speculations on here???

[ansana] 25/8/2013 17:08

Worraps the word progressing was used. Good word that, indicates a great deal.

[ansana] 25/8/2013 17:07

Unsubstantiated comment, how right you are there Dr Andrew, Macca tried to take SG on and received a left and right hook several On more than one occasion. The other doomsters here don't attempt to offer a reasoned argument because they know the same thing will happen to them. That's one thing ADVFN have got right, they provide a Filter button.

[n3tleylucas] 25/8/2013 16:22

Well that's all well and good Dr AndrewD, all nicely laid out for us, well done.

The only slight problem I have? It's speculative, it's unsubstantiated.

What is substantiated? You've missed EVERY target you've made. So your estimates are absolutely certain to be missed, by a mile.

Now then, laugh at that. By the way ... are you a real doctor? I mean are you a medical doctor? Or one of those made up doctors? Or not any kind of doctor? If the latter, why call yourself a doctor? Who are you trying to fool? Me?

Quack!

[freshvoice] 25/8/2013 15:58

Look at other cos and see who has resigned in last month. ;-)

[diggulden] 25/8/2013 15:43

Worraps, bear in mind most companies in the US require 30 days notice. If a new CEO has already been chosen, it may not be announced until that notice period has passed, especially if it is a listed company.

Bottom line is we will know when it is announced.

[noli] 25/8/2013 15:09

worraps, it might just be the new ceo in mind has to give X amount of time notice period before iof announce it.

[worraps] 25/8/2013 15:02

superg

Just a little query.....on the 2nd August, and the 5th August, in replies to Boggle and Hitsha, you said "I understand the CEO situation is very well advanced", and "The CEO side is rumoured to be very close".

That was three weeks ago, but in your post 7507, yesterday, you say "the CEO is being progressed".

Do we have a problem with the applicant that was "very close" three weeks ago?

I quite understand if you want to use discretion and avoid clarifying, but it's getting confusing! Plus the fact that despite the CFO being announced, there was no mention of the CEO position. Seems a bit strange.

I'll probably get chastised now for being dense, it's usually the way these days! So, apologies in advance if I am.

[bobbyshilling] 25/8/2013 14:55

Dr.A. Very realistic numbers, from what we know. As I said in an earlier post, patience is the main requirement here I think.

[superg1] 25/8/2013 11:11

Good post Dr and it reflects my thoughts entirely. I'm in for the long investment route as I can see even only at a fraction of what they could achieve it's a great investment.

The iodine market is unknown in the EU there is only one company listed and it's IOF.

Then you have SQM which even the investors in that didn't spot iodine.

Industrial water in the US is much the same, the market doesn't have the first clue over here.

Helium, well no one really gets that worldwide as its never been an investment anywhere. I don't think it is huge for IOF, but the first indication of the Weil well are 2 billion cf and it's all to do with the Sweetgrass arch which covers a decent acreage and is leased to IOF.

The Weil 1 well was just a peek through a keyhole. My point on that subject is watch Helium anywhere as a future investment, it's very rare in commercial terms.

When the US said it was turning off it's federal reserve, they had emergency meetings to extend the supply, as there would be chaos for end users of Helium.

The extension of the helium reserve closing time is purely to allow industries to try and get production in place to fill the void.

The US reserve will run out in a few years, and they want to keep some back. That reserve served a large segment of the market with cheap helium (US helium debt rules)

So I'd day for the future keep an eye on Helium, it will be a hot topic over the next few years.

One would thing it is abundant but it's not, and you need a very particular set of circs deep in the earth for it to exist. The Sweetgrass arch happens to have those circs.

[1madmarky] 25/8/2013 10:44

Re: the SB conspiracy theory. SB companies make money by people trading. If the long book is full all they get is the roll over (half spread or whatever it is) plus spreadex doubled the required margin weeks before the crash as they could see how leveraged punters were. So was that the smoking gun that confirmed to the bears that the time was right?