Iofina Share Discussion Threads

[noli] 30/10/2012 17:05

Thanks sandbag, i dont think their is much stock around at it moves quite quickly in both directions. What i do like is they create a map of an area and just keep selling the same map over and over.

[weildy2] 30/10/2012 16:42

Have a look at Premier Food (PFD) They are up 68% since I bought a few on 9th September.

[sandbag] 30/10/2012 16:22

Should be some interest generated in GTC after this:

[noli] 30/10/2012 15:23

Well i have been following Getech (GTC) for a while now on my watch list, It looks as thought they are starting to deliver contracts on a more regular basis. They have just signed a major and a supermajor up yesterday.

Its an oil services business specialising in the provision of exploration data, which released info in july stating the year end figures will be ahead of expectations, results may come out this week or next which are expected to very good. There are only 29 mill shares in circulation.

I only have a small holding at present, the company paid a 0.2p divi last time.

Over all it looks interesting with more contracts being signed up, debt is around 6/700k but profits look very likely from now on.

As allways dyor.

[sandbag] 30/10/2012 13:47

Posted by Sg1 on the other thread.
superg1 30 Oct'12 - 13:27 - 9239 of 924
.....
The opportunities for investment in the obvious cases are there for all to see.
It's the 'outside the box' opportunities that most miss, they will be affected by the visble growth stocks.
.....

A good example of outside the box I believe would be Aggreko. They provide generators which will be sorely needed when the waters recede in NY and tidy up begins. Substations have been burnt down, the subway is flooded, etc etc., Power has to come from somewhere and Aggreko are ideally placed.

DYOR etc.

[superg1] 27/10/2012 16:08

Doolde put me onto the site :-). I always take account of TA when looking at entry points on shares I'm new too.

I do the Fundamental side as you know. The point of the post was for PJ if he reads.

He's surprised it's gone this high. Based on the fundamentals it should go a lot higher than this.

It's ok saying shares need to retrace, but 70p doesn't anywhere near match the revenues coming our way on the back of delivery.

IF CSD was going on sale next month and earning £10m profit PA from the start, what would they be saying on FUM now.

IF MED was launching next summer and looking at £30m to £50m profit PA, then what.

That potential is right here. Part one is sure to happen as io2 goes live. The tech works, I know that.

Part 2 is if the water rights area given for the 200k bpd.

All this could be happen before FUM get their first penny of revenue for PET (if it achieves more than a penny).

Then potentially we have more water contracts (unknown) to add to all this, if they happen it will be quickly and will add to the potential revenue pot.



Would they be saying it would retrace from say 60p. I very much doubt it.

[the librarian] 27/10/2012 11:14

What it comes down to in the end is that fum were tied up by RB, it could have been such a different story if production had got under way. Now the future for them is bleak and I cannot see how it can be turned around in the short term. Now IOF, that's a different story, whether it be water or iodine, they are progressing!

[doodlebug4] 27/10/2012 10:15

He's fickle and so are barcharts! :-).

[the librarian] 27/10/2012 08:52

I thought you didn't set much store by the barcharts? :-).

[superg1] 26/10/2012 22:46

Lib for the record-:

[superg1] 26/10/2012 20:03

Lib

'well pj (personally) wouldn't buy or hold IOF,'


You know the story, we warned them to get out of FUM and that 40p was coming.
Some still seem to think the RB/TTK dispute was nothing to do with the break down.

You really just can't help some people.

Look at AVN, same old story, same fools falling for it.

[superg1] 26/10/2012 19:50

PJ does TA, but obviously reads different TA charts to others. If he listened to a fundemental numpty for once he's be all in here.

I see he states FUM will bounce, he's working on the 47p support, but these last few days it's not behaving as it normally does. It feels like someone is selling in the background to me, that or a big short is around.

[the librarian] 26/10/2012 11:23

LOL, well pj (personally) wouldn't buy or hold IOF, 'although they have done well' :-)

[superg1] 26/10/2012 11:08

LIB

Not sure if anyone has iii access but they can reply. I won't be top slicing at all. In fact i have topped up and will continue to do so as and when appropriate.

FUM has 1 great product for now that could reach the market, but probably in 2014.

The others could be way off.

FUM have failed at every step so far, so why would anyone back them to deliver next year on the timeframes they have given.

If they do I may consider a punt then, but for now I think it's off to 40p via the usual peaks and troughs.

What's to say someone else won't come up with something similar to csd.

I note Apricus have nexact which does the same as Dermasys, they also have vitaros (like med) but prescription only. I can see post launh and safety profiles established, that the restrictions may relax, as they have done on some oral ED drugs.

Once you can get Virtaros over the web, MED (years off) loses value big time imo, and csd (if on sale) would suffer.

So lot's to prove imo, and too much going on around them.

Then consider the patent lengths new similar medications would carry. FUM have wasted most of their timelines, by not being decisive.

[superg1] 26/10/2012 10:16

Not a chance, cheeky blighters.

I couldn't give a sausage waht price it is, they need to deliver. PET will be at least 18 months late imo form their first intent, and then other prodcuta will have taken over.

CSD late next year until they see any progress.

[the librarian] 26/10/2012 09:46

There is a question for you on iii fum superg. Are you going to topslice on IOF and put some money back in fum? I think I know the answer :-)

[superg1] 25/10/2012 19:40

Obbig

Thanks for the brief explantion, it's been sat on my level 1 screen for a few years and I've never taken the time to read up on it. I forget what triggered me adding it to the list.

Doodle re you know what and which thread, my needle on that thread was with one poster and over one share. What I suggested would happen overall has happened, they never looked like short term hitting the 2k they needed and the plant wasn't in a fit state to work well..

My point on that one is short term hype, that is likley to hit the wall as earnings don't appear and some get caught at the top. No doubt it happened on that one.

I've only started investing post crash, so my perceptions are borne out of watching what happens to shares that rise quickly, but don't have profits coming short term.

I'm looking forward to the future, when maybe we will see economies recovering, and what happens to prosperous shares.

If demand is growing for anything right now, I think that's a good sign.

[obbig60] 24/10/2012 19:04

I hold a few other shares besides IOF but the only one that I think has comparable potential is Quadrise ( QFI ) and like IOF it suffers from being in the O & G sector when it is not your typical oil explorer.

They have a process for emulsifying the heavy fuel oil used in ships and industrial processes to produce a fuel which is cheaper and has fewer pollutants. They have been engaged in a long running test with Maersk, which appears to be going well. Once they get the approval from Maersk this fuel can rolled out to more ships in the Maersk fleet and the share price should take off.
The share price has been up and down quite a bit over the last year. It shot up to 12p in February when Galvan tipped the share, then withered to 4.5p before shooting up again to 10p in August on news of the contract with a refinary in Saudi Arabia. It is now about 9.5p.
For a good resume of the prospects for the next year see post 4844 on the QFI thread.
As always DYOR and good luck.

[the librarian] 22/10/2012 14:00

Comparing like for like OCG/IOF, sitting here shaking my head and wondering?

[jbe81] 18/10/2012 19:21

will be interesting to see if aaz release any news before thursday, lots of potential updates that could be released. But thats enough about them SG!

[che7win] 18/10/2012 15:22

GENL - director bought 160,000 just under £8, now that is bullish :-)

Recent multiple purchase for me this week, I also like TPL who have hit oil today.

[the librarian] 18/10/2012 11:49

GKP in a volatile phase now, all hingeing around the court case, some will be having fun with this. I think Dram is on the ball with this one!

[blueball] 18/10/2012 09:58

One share for me is Genel rising a few % every day continuiosly.

[superg1] 18/10/2012 09:01

Roger

Re CRA I expect them to drift as the next step is field trials. If it was field trials complete and success, then that's different.

I work on profits being imminent. Like Jbe I look for goos stories with imminent profits that are hopefullt on a downtrend and near the bottom.

AAZ was unusual as they were making profits when gold was rising in price and had a PE of 3 at one point. Obviously that's changed with the rise.

[jbe81] 18/10/2012 08:31

Sg very difficult to hold every stock you really like the look of! The presentation is on thursday. The thing I like about Aaz, have done a very good job. Have mentioned them twice on here when the share price was i the 40s, in between they went to 55. I agree with you, thin they bottomed out in the low 30s, I added then. Hope they can go another 50percent ant least in the next few months. The Aaz thread makes very good reading.
Another 1 I think that has bottomed is Orm, hopefully news should see it go in the next couple of months or sooner. Dyor etc