Iofina Share Discussion Threads

[ramsey11] 09/10/2013 13:49

Right again lol

[n3tleylucas] 09/10/2013 13:44

Starting to fall... magic's working.

[dorset64] 09/10/2013 13:42

Boggle at this stage in IOF's development p/e calculations do not & should not come into anyone's thoughts.

They have only this year proved their USP, started the build & installs of the first couple of sites, achieved future proof protection with their patents, now building No.3 and just about understanding the full operating mechanics of IO1 & IO2.

Only once these sites are fully up & running, with leases/o&g co's online for, say a 6-12 month continuous period, could you even remotely start to calculate p/e's etc for the future.

From what we have at the moment we can 'guesstimate' future earnings but each plant will have its own differing characteristics along with differing outputs for many different reasons.

The growth prospects here are pretty much second to none on the LSE at the moment and that in turn will fuel the share price upwards imv. I believe in the years to come, and with events going as planned, the share price will be multiples of where it is now based solely on actual physical earnings & future growth.

[che7win] 09/10/2013 13:39

Boggle, I take issue with your post that iof is overvalued. If it was, I wouldnt be here. A forward p/e of 13 or less for 1000% growth.

[n3tleylucas] 09/10/2013 13:34

Take today's so-called update... would it have killed them to have told us the latest numbers? In production & sales? Oh no... silence, just a repeat of what we know.

That's what's misleading, and everyone knows it.

It's actually AIM's fault, if they had a proper listing they would have to disclose proper numbers, proper explanation as to what's been sold (Chilean or own) ... proper margins, a clear division and breakdown of IR & IC...

It's misleading investors, fact.

[bogg1e] 09/10/2013 13:28

IOF is valued on its growth. Take asos, massively overvalued but is perceived as achieving 300% growth (or thereabouts) yoy, which clearly for some is irresistable, despite the pitiful divi. Iofina is no different. The only thing that will change the general bull trend is information that definitively confirms that the business plan has gone awry, which thus far, a few delays aside, it hasn't, although on a p/e basis (growth story aside) IOF is technically overvalued. For long termer holders (like myself) that isnt a problem.

[monts12] 09/10/2013 13:26

Dorset use the filter facility mate!

[n3tleylucas] 09/10/2013 13:21

"Ah thanks for that N3tley,"

You're welcome...

"that should be good enough for us all to send to IOF & their legal team"

Go on...

"You openly state that 'the (IOF's) RNS's are massively misleading',"

That's right...

"ie. that IOF are misleading the market,"

Massively...

"ie. that IOF are being un-truthful"

I didn't say that...

" that IOF are involved in some form of conspiracy,"

I didn't say that...

"that IOF are deliberately misleading their shareholders."

By default, yes.

"SG, could you message me with some email addy's so that the company can be rid of this stench from beneath their shoes."

It's true, the Company cannot deny it.

[dorset64] 09/10/2013 13:19

So your happy to leave him accusing IOF of misleading the market with their RNS'?

[diggulden] 09/10/2013 13:17

Wow, almost 30 posts engaging with a troll, you are all as bad as each other.

[dorset64] 09/10/2013 13:17

monts12, as if anything good did come from his accusations against IOF, then by the simple fact of re-posting it, means he will not be able to delete said post.

[monts12] 09/10/2013 13:11

Dorset
Why, oh why C&Paste N3's post and keep responding????

[dorset64] 09/10/2013 13:09

N3tleyLucas 9 Oct'13 - 12:50 - 9747 of 9750 0 0

Here's the problem lads, shut up and digest, it.

There is NO independent analysis of this firm, the RNS's are massively misleading, they inform the market of only minimal information... they hide behind AIM's lack of information & disclosure. They admit the scrutiny of a US market listing is too much for them...
---------------------------------------------------

Ah thanks for that N3tley, that should be good enough for us all to send to IOF & their legal team.

You openly state that 'the (IOF's) RNS's are massively misleading', ie. that IOF are misleading the market, ie. that IOF are being un-truthful, that IOF are involved in some form of conspiracy, that IOF are deliberately misleading their shareholders.

SG, could you message me with some email addy's so that the company can be rid of this stench from beneath their shoes.

[n3tleylucas] 09/10/2013 13:02

But you were asking how Ocado could be valued so highly, I've answered you. I'm not saying it's right... or wrong.

At least proper brokers are pouring over it, unlike here...

[mikealig] 09/10/2013 12:55

N3, 2030?? You keep banging on that IOF should be valued on revenue this year and the next. Your arguments just don't stack up IMHO.

[n3tleylucas] 09/10/2013 12:50

Here's the problem lads, shut up and digest, it.

There is NO independent analysis of this firm, the RNS's are massively misleading, they inform the market of only minimal information... they hide behind AIM's lack of information & disclosure. They admit the scrutiny of a US market listing is too much for them...

So all we have is poor quality information, biased analysis and a high degree of insider information leaking onto this thread.

This is not a good recipe for basing informed investment decisions.

Therefor the default setting has to be downside... until PROVEN otherwise.

[the librarian] 09/10/2013 12:37

Don't be so mean to the little minx, it must be hard trying to stay off the booze and with an addictive personality you need to replace one with another, it's therapy for the poor fellow.

[nellyb] 09/10/2013 12:36

I reckon, after 2 years of commenting and spending probably the equivalent of 30 days of his life on this fred, the man has been spot on so far. He said 175p - here we sit at 174p. ;)

[n3tleylucas] 09/10/2013 12:29

mikealig,

Well the tie-up with Morrison has obvious attractions, GS thinks by 2030 t/o could be £15b.

I don't set the market, just comment.

[freshvoice] 09/10/2013 12:24

Nutters is Gene Savin?

Must be the nearest to savvy and the only gene he was bequeathed when he was born.
Certainly short of intelligence, manners and a means to occupy his time.
Would suggest he has ADV OCD disease?