Iofina Share Discussion Threads

[rogerbridge] 24/9/2013 21:39

Managed to finish meetings a day early and have just arrived in the UK. Ready for some good news and a decent rns in the morning.
It is going to be an interesting day and the share price could go either way, but after the early fun and games we should move up.
Hoping for production news, commissioning of IO3 and roll out. Some news on the water would be appreciated.
Having said that, IOF could produce a stunning rns and sent the share price skyward.

[pcjoe] 24/9/2013 21:30

All very relaxed & mildly happy here - Anyone would think there was some good news around the corner - Ping or Pong? - That is the Question - I know what my moneys on & I dont reckon to be disappointed.....

Good news on the mobiles Gad - Hopefully they will be making an appearance on site very soon

[1madmarky] 24/9/2013 21:07

Well done GAD, brilliant news, just ties another loose end up. They are certainly doing what they said they would do! GLA

[superg1] 24/9/2013 20:53

See, now we are talking, and that's why I think some have been confused when assuming things are a bit 'Grimm' (Jakob and Wilhelm) for IOF. That is all to do with the shift changeover at plants.

'io, io it's off to work we go'



Gad got it right

Iodine for iPhone, iPad, and iPod touch on the iTunes App Store

[freshvoice] 24/9/2013 20:30

We could have trouble, I hear Apple are very sensitive to people usin their name.

Maybe we should claim the I from them as being an element and not patentable.

LOL!

[gadolinium] 24/9/2013 20:24

Ah, Monts I some how got mixed up there! I plead old age or insanity as an excuse.

[monts12] 24/9/2013 20:15

Gad
I think you'll find that a portable iPod system has already been patented by Apple!
:D

[king_roster_iii] 24/9/2013 19:57

Possibly Monty - but it was bloody funny.

[nevmyers] 24/9/2013 19:35

HotRod

About as much chance as Holly Willoughby serving free beer dressed as a nurse lol. but who knows lets hope so

GLA

[hotr0d] 24/9/2013 19:13

What are the chances of a double blue day tomorrow?
FUM RNS on final approval of CE Mark followed by a well worded Interim RNS which properly lays out the great potential here over the coming months.
I've got my fingers crossed!
GLA

[worraps] 24/9/2013 18:14

The RNS should be composed by the new CEO, as far as I know.

[eeza] 24/9/2013 18:05

What we really need is for the RNS to be written by someone who can string 2 words together without it sounding like the Apocalypse.
But I doubt it. Tin Hats on if it's by the same hand.

[monts12] 24/9/2013 17:59

A quick reminder (just the first page of First Columbus note from May '13) :

Target price 239p
Previous target -
Current price 188p

Finalised plan for swift rollout
Iofina has developed a proprietary process to extract iodine from the waste
water brine streams coproduced by on-shore US oil and gas producers. IO#1
and IO#2, IOF's first major producing sites, have now proven the technology
and the model by producing in excess of 300mt annually, at significantly
lower cost than the rest of the industry. With a backlog of sites for further
expansion, and a payback period of just 6-8 months, if Iofina can successfully
execute its strategy, the Company is likely to become a major global iodine
producer in the next few years. We believe IOF is at a pivotal point and
justifies its striking share price performance of the past year. Execution is key
but significant further upside is built into our target price. Buy.
– IO#1 and IO#2 prove the model – Iofina has proven both its technology and its
business model with its two initial sites. Monetising waste water, which carries a
significant disposal cost, is an attractive model and the Company has a significant backlog
for future rollout. Site OpEx of $10-20/kg compares favourably to the industry standard
of $20-40/kg and results in site payback of as low as 6 months.
– New initiatives to enable expedited rollout – fibre/resin-based construction could
cut capital costs by 50% and enable site rollout to beat the stated target of 1 site per
quarter. The further addition of Mobile units could rapidly expand the footprint and
enable the Company to capitalise on the opportunity.
– Iodine price to remain strong – Industry dynamics suggest the price range of $55-
65/kg will continue into at least 2014 as supply and demand remain balanced even at
current levels, and major producers, who control supply, enjoy the wider margins.
– Further upside exists even at current prices – Our DCF-derived target of 239p
remains conservative in the speed of site rollout, brine flow and iodine content.
– Water Wildcard – Industrial water production at Iofina's Atlantis project could
provide a further $6m/month in revenues, at a very high margin. News on the
Company's initial rights application is expected in Q3 2013 and could provide a major
catalyst to the share price.

[n3tleylucas] 24/9/2013 17:53

Group hug?

[worraps] 24/9/2013 17:51

Lance gave September interims as the time that the 'ping' would happen. He's still very much with the company, and also will be at the presentations. I really hope he gets his moment of glory, if the 'ping' does happen.

[anger taxes son] 24/9/2013 16:43

Watch this space!

[angel of the north] 24/9/2013 16:40

I'll be watching my beloved Blunderland play Peterborough tonight and won't be worrying where Paulo Di Canios next meal will come from or indeed about tomorrow morning's RNS.
We'll be 'in the hat' tomorrow and my IOF cup will runneth over.

[malachey] 24/9/2013 16:31

Good luck all holders, two fingers to the rest.

See you all at 06:59

[n3tleylucas] 24/9/2013 16:24

Golf tomorrow graham?

[superg1] 24/9/2013 16:22

Warren

Re

'There has been a huge amount of opinion one way or another on here time now for some cold hard facts'

The difference is one side put a huge amount of work in to get an idea of what's going on, while the other side do nothing but try to undermine investor confidence with misinformation and scare tactics.

So the likelihood is, updates will be of a nature in line with what I call, investors.

What the price does is guesswork, it's all about supply and demand, but I'm sure some new institutions will be involved chatting to IOF this week.

[pigeon1] 24/9/2013 16:21

10 minutes to place your bets people!

AAAAAAAAAGGhhhh

[warrensearle] 24/9/2013 16:08

Lol hopefully no posts from dig tomorrow saying he's bailed and then everyone turning on him againThere has been a huge amount of opinion one way or another on here time now for some cold hard facts Good luck all longs tomorrow especially those who bought in 200 plus and don't have the luxury of being quite so sanguine about it all like those of us who bought in at the 40s and below