Iofina Share Discussion Threads

[superg1] 10/9/2013 16:43

Meadow

They can do as they wish, and remove large chunks from rns's it happens all the time. They block complete releases, sometimes as when it seems to suit them.

They have clients to serve, and it's not us guys.

Pheon

Yep not too optimistic, while clients fill their boots as PI's exit.

[phoenixs] 10/9/2013 16:17

meadow2, nomads block all sorts of potential rns's. I have even known them to insist on a particular wording so as not to sound "too optimistic".

[meadow2] 10/9/2013 16:14

Square1 - we keep hearing that all will be clear soon. How soon, I ask? Before the 25th or after?

Superg - Nomads are employed as advisors, can they really 'block' updates, rather than advise on the form updates take?

[superg1] 10/9/2013 16:09

Albany

No cunning ploy it's called nomads, I understand they twice blocked a trading update. Self serving fellows have you noticed how PI holdings have gone down and insti holdings up.

Those long in the tooth will tell you nomads and insti's really don't like PIs being so well informed nowadays, with so much access to data and the opportunities to research shares.

Where are the dispatch riders with those files now, the web took over, and we all can have a decent look, it takes some effort but it's all there.

They want the good ole days of info known to the few, and the clandestine info sharing behind the scenes.

[square1] 10/9/2013 16:02

Forget Lance coming back-he's not well enough.All will be clearer soon

[meadow2] 10/9/2013 16:01

If Lance is re-appointed, the market might well feel that the company's prospects are not good enough to attract a new, suitably qualified CEO!

[albany30] 10/9/2013 15:41

phoenixs is exactly right. It's time to curtail the tedious shorters / market makers conspiracy posts on IOF's share price This floundering share price is the result of either chronic boardroom naivety in relaying positive news or because things are simply not going as well as being constantly mooted on here - there is no inbetween cause for this freefall from 200p.

Why would the market think that the RNS drought is a cunning ploy to hide fantastic delivery news on IOF3 and updates on IOFs 4 to 6? Reality check required.

Let us hope that a CEO appointment and positive delivery updates on September 25 create the first huge jumps in some time for the share price and the reality of IOF as puffed on these boards does indeed come to pass.

[worraps] 10/9/2013 15:28

I agree, SCRUTABLE. The hiatus, therefore the uncertainty, has lasted too long. In some ways, it makes the wait seem longer, with all the "everythings fine" remarks, because those remarks have been repeated many times over 3 months now, and yet no RNS to confirm, which in my view adds to the uncertainty, because the expectations become even greater, and therefore the disappointments grow. Even Hurricane has announced today that we already have the new CEO......so where's the RNS then?

[uppompeii] 10/9/2013 15:22

Please don't send another letter SCRUTs ;-)

[scrutable] 10/9/2013 15:18

can anyone (with access to level 2 perhaps?) explain why the share price was suddenly pulled down by 4p at 8.01 when there had been no obvious sales. Does that mean there has was a still unreported big sell at opening time.

I see that shorters are out again today hitting the price in thin trading. The dried creek which is this company's IR/PR news flow can't rehydrate too quickly. The 25th is still too long to have waited for news almost certainly currently available. Perhaps Lance should examine whether he could offer his services part time in that function or whether Sg could be offered the job and would he accept?.

Something is needed from outside the usual box to relieve this brilliant business of its pedestrian news management.

[phoenixs] 10/9/2013 15:15

Its all about delivery.

The company got ahead of itself earlier in the year, the CEO resigned because of ill health and then there has been a few weeks delay in delivery of IOF3. The market is not very forgiving, so the board need to show that IOF is back on track to deliver and at the very least meet expectations. If they do that, then share price will rise quickly as re-rating will occur and shorts/doomsayers will add to the buying as they close their positions.Simple really!!

[worraps] 10/9/2013 15:10

Well, I think it's a very strange phenomenon that the more nods and winks we get, the more the shareprice goes down. Tortuous. Hurry up the 25th, with nothing but good news please, IOF!!

[superg1] 10/9/2013 14:38

Warren

Yes I think we'll be back off on a good uptrend once updates or decent buying starts.

The shorts in place on the back of good updates, I just view as buys waiting to happen, a simplistic view, but that's what they are.

If the bears are so confident surely they should walk, stay silent and let us mugs run the price up short term, then fill their boots. Nope they keep firing away, hoping for failure, failure against all that is being said behind the scenes.

As Jasis says just the ploy of working on jittery PI's to serve there own needs.

They don't want to here that the chem div has done well, io3 4 5 and 6 on time, production up etc etc, but that is what the rumblings say, regardless of what the price is doing.

It's really not difficult to gain information with so many means of communication these days, and various social networks.

From that I can work out some of those North West OK college fellas, who took the brine samples for Arysta as part of a college project, now work for IOF. How nice is that for them. I doubt they ever imagined they would be producing iodine from the very sources they tested.


Individual plants doing $10m, $15m, $20m revenue each, is surely not a matter to bet against v revenue in recent years.

6 of those set to be in play within months, 6 more budgeted for next year, that doesn't mean only 6 will be built, plus the potential for quite a few pods.

Then all the other aspects, hovering away there.

[gadolinium] 10/9/2013 14:35

Engelo,
Thanks for the 'clarification', but if I may say so, the company calling the same product mud, crystalline or cake is enough to confuse anybody!

Naphar,
I think the 'mud' would be priced on assayed iodine content weight, not gross weight. No customer is going to pay for the water in the product.
I presume the opex figures we are given ($10-15/kg) are also based on iodine content not gross weight.

[warrensearle] 10/9/2013 14:28

Uriney had my Trolly out today as well top sliced some GKP and FUM profits to add more here - with CEO news and Iof 3 commissioned news to come before some Stella results in a few weeks Iof can soon kiss goodbye the current trading range

[pnetol] 10/9/2013 14:24

Uriney,

Delighted to hear your shopping trolley has recovered from it's slight wobble a few months ago, I had my shopping basket out a couple of weeks ago and managed to pick up a few at 139.25 :)

Look forward to catching up with you again on the 25th as I believe you will be over for the presentation :)

I have a feeling that the bargins on offer here at the moment will have long vanished by the 25th.

GL to all holders

[uriney] 10/9/2013 14:19

Shonny,

My goodness, such a detailed prediction with analysis to boot.

Let me have a have a try on a similar level......

"Christmas may be between the 01st & the 31st December this year"

I think most will see your post for what's its worth!

Trolley in play today!!

Uriney

[shonny] 10/9/2013 13:52

Looking like 130p on the cards for this week. Getting nearer £1 than the rampers £5 by xmas prediction.

[naphar] 10/9/2013 13:47

engelo,

Re 8097, thanks for clarifying. I was already working on the basis that points 1 and 3 were the reality, as that was my understanding from coments at the presentations etc, but it is good to have had it comfirmed that cake/mud/crystalline iodine are the same thing, and that it sells for less than prilled. The question will be, how much less?

Then of course, in the output calculations, I could argue that because of the higher water content, we will see higher output than what has been calculated so far, until the point we start prilling. That would to some extent offset the lower price from a total revenue perspective, assuming it is priced per kg of total weight and not per kg of iodine content.

I don't personally think it is worth trying to calculate too much into it (although I probably will at some stage, just because that's what I do!), if we start producing and selling enough, the results will eventually start to make good reading, and we will not care too much about these small intricacies.

[superg1] 10/9/2013 13:21

Ned

I can't see that, but he'll still be there in some role, and is.

[beercapafn] 10/9/2013 13:02

that would be brillient idea.....

[neddo] 10/9/2013 12:55

is lance coming back?