Iofina Share Discussion Threads

[freshvoice] 04/10/2013 22:16

Dorset
Wonder if he will post as much when he has to sign on every day for 5 hrs or lose his beer money!

[dorset64] 04/10/2013 22:01

N3tley has posted some 17,684 in just 2 years!!! LOL

Thats 17,684 posts in just 730 days = one sad weirdo posting on average some 24 posts, every day, day in day out solid for two years!!!

No wonder posters laugh at him & his sad life.

[n3tleylucas] 04/10/2013 21:18

I've got confidence in the company, but I wouldn't buy the shares. Maybe he's the same? He'll wait for 75p, then average down from there I guess...

[rikivilla] 04/10/2013 21:02

Understand lance and the boys have significant holdings but always good to see the new boys come in and show some confidence in the company.

[superg1] 04/10/2013 20:42

Riki

Water permit for one, and potential other water news I'd say.

Including Lance they have 20% ish of the shares.

[rikivilla] 04/10/2013 20:27

Would be nice to see the new CFO and CEO purchase some shares to be honest. I don't believe they are now in a closed period?Any thoughts?

[the librarian] 04/10/2013 19:34

Ooooh, he is a pesky little minx :-)

Looks like the presentations have had an effect, shares hard to come by in any quantity. Investec filling their boots after their recent note.

[n3tleylucas] 04/10/2013 17:53

Well, most posts are just utter tosh, whereas SCRUTABLE does at the very least put some effort into making them fairly interesting and amusing to read.

I suppose we're all different, eh...

[warrensearle] 04/10/2013 17:46

Scruts has a soft spot for nutters as he has previously praised his overly prosaic posts - surprised he is still here after GDLs latest flop and his call for IOFers to invest pre the last statement that caused it

[freshvoice] 04/10/2013 17:36

Scrut.
What makes you think Nutters is educated. I reckon he spent too much time playing videos to get educated. If he was he wouldn't be on ADV all day and night, he would have better things to do than wind up people like you who haven't got him filtered.

[bobsworth] 04/10/2013 17:15

Yes not bad considering how wobbly the markets are in light of USA irresponsible politicians.
Fingers crossed Iofina release their IOF#3 news + operational update post USA resolution & debt ceiling agreement.
Great weekend all.
& Bad weekend to the filtered brigade!

[peterz] 04/10/2013 16:59

Well a better end to the week than I expected - from mid-week.

[engelo] 04/10/2013 16:25

Scrutable:

£7.50 by end Sept 2014 or £4.20 by 2016 : prefer your version, and have more confidence in it :-)

NOT a resident, an ill willed illegal immigrant :-(

[n3tleylucas] 04/10/2013 13:41

I have an unusual feeling all of a sudden...

I'll look it up, give me a couple of minutes;

Right, it's apparently called... empathy?

[scrutable] 04/10/2013 13:11

A couple of months ago I did a spread sheet, based on IO#2 doing 300mT by now and to show all 12 plants as they came on stream. That came to 2275mT by end 2014 and an exit run rate of 2700mT. At $40/Kg profit and PE of 18 I was confident then and am still more now of those figures and the equivalent is a £7.50 share price This should materialise not later than a week after the next interims if/when the roll out is executed as we know is now planned.

I think that everyone except the official analysts are saying the same thing except for our resident misanthropist,( who is extremely well educated and has no doubt read his Moliere, and knows who is lampooned by whom)

[n3tleylucas] 04/10/2013 12:30

Oh come off it cheggers, one minute you're banging the Investec 24p drum then when they slash it by 41% you ignore it? Sigh ... okay bud, have it your way lol

[che7win] 04/10/2013 12:25

Nonsense N3tley,
the reason I asked is because I'm already aware of the new Investec forecasts, hence the wording of my question.

Their estimates are for 4 plants when the company have stated 50% more than that so it's not a downgrade at all.
What I am pleasantly surprised with is a 408p target price upgrade if the company fulfills their rollout plans, I didn't expect that :-)

I have very high confidence in IOF that they will surpass all expectations. It doesn't take much intelligence to see the deliberate curtailing of IO#2 figures against record brine intake. IO#2 was a 300MT plant back in March, you do the maths!

[n3tleylucas] 04/10/2013 10:44

Told you they'd slash the est's cheggers, 14p now eh? From 24p? What's that?

41% cut. I ain't as daft as you lot think. I remember you oouooeoo ...

[che7win] 04/10/2013 10:43

Thanks King.

[king_roster_iii] 04/10/2013 10:28

Che, its 23.2 cents per share

[che7win] 04/10/2013 10:11

I didn't think Investec were forecasting 23.2p EPS for the incoming year. Is it not lower that this?

I know they are conservative anyway, but I thought their update had lowered the figure.

[pcjoe] 04/10/2013 10:03

Thats the Investors chronicle tip live on the HL site now

[rogerbridge] 04/10/2013 09:25

Thanks dig.