Iofina Share Discussion Threads

[nevmyers] 09/10/2013 16:13

malach

Might have been someone's stop being triggered

[n3tleylucas] 09/10/2013 16:10

For long-term shareholders you don't half watch EVERY flippin' trade go through!

Note to observers... this lot are traders, and they'll do a heck of job on you... if you let 'em ;-)

[n3tleylucas] 09/10/2013 16:08

Don't be silly, has to be 169, they'll correct it...

[freshvoice] 09/10/2013 16:07

Roundup
Could be Nutters -- nearest to his 75p we will get!

[roundup] 09/10/2013 16:06

Someone got a bad price, £1.09 for 15000

[simmy1699] 09/10/2013 16:05

Google: back to 172.75. Glitch in the matrix

[n3tleylucas] 09/10/2013 16:02

"Google finance is showing IOF as down 35% today"

Just testing...

[eddyeagle1979] 09/10/2013 16:00

Google finance is showing IOF as down 35% today - I really hope that is a glitch! Almost had a heart attack!

[malachey] 09/10/2013 16:00

i am going to assume someone hit the wrong key with that 15,000 sell at 109p

[n3tleylucas] 09/10/2013 15:52

...and the shares are falling heartily... quite right too.

[mikkydhu] 09/10/2013 15:43

testuser 123,

Interesting what you say about lithium iodide in post 9763. SQM are producers of lithium. Perhaps the two companies have some connection in this matter.

[bobsworth] 09/10/2013 15:34

Yes good post sg.

With reference to Iodine, Water, Oil/Gas and Helium I hope Iofina re-organises themselves into Divisions headed up with their own management team that could at some stage be floated off as separate companies by issuing appropriately valued shares in each to existing shareholders.

That way the management will remain focused on iodine while starting to develope and earn the revenues from oil/gas, helium, water etc and not be spread too thinly by trying to manage all revenue streams together.

A divisional approach could also lead to a faster development of each resource to the benefit of its shareholders.

[engelo] 09/10/2013 15:29

testuser: yes Lithium iodide was mentioned at the presentation as a new IOF Chem product. Came across this link to a competitor who list a wide range of metallic iodides including L1I: edit and gadolinium iodide :-)

hxxp://www.americanelements.com/lii.html

[rovi57] 09/10/2013 15:15

N3tleyLucas


Filtered Because.

[albany30] 09/10/2013 15:06

Someone posted N3tley is VERY closely related to someone called Gene Savin, an unhinged individual who appears to be unemployed and spends his days on ADVFN.I picture Ron Burgundy after a crystal meth problem.

[albany30] 09/10/2013 15:03

Superg1 - good posts, esp about the irritant. Filter is indeed the future.Reason the Iofina posts have proved so valuable is mostly down to your diligence. It's actually a badge of honour that a creature who posts 40 bile filled comments a day on here finds your honesty upsetting.Cheers

[worraps] 09/10/2013 14:55

superg....nice post 9771.

[superg1] 09/10/2013 14:49

Bog
You could have used QFI as an example £183m MC, so well ahead of itself :-), or OCG, Nano, plus many others.

That's the way the market works, if we wait financials which look back 9 months into the past, there would be a potentially massive move either way on results day, and insider trading would make a killing.

When you know the entire sector is looking your way, and would want to out manoeuvre you then you can't give too much away.

Even SQM, the old bullies of the sector, gave a very 'um, er' reply in their conference call on the subject. It's the only section of there business that they wanted to stay under the radar.

Good old Sirocco spell it out in detail, and so will IOF in the fullness of time.

At the moment it's virtually impossible for them to predict what ppm and what bpd will go to each SWD in the area. All they know is that OK has good ppm's and plenty of brine, with well completions adding to the pot, on a daily basis.

If they told us what was going exactly where and at what PPM, you can more or less guarantee that by the weekend the figures could be well out.

Just look at Io2, May 18.7k bpd, then June less, then by the time the results came, it was over 50k bpd.

Next week they may come across daft ppm levels and good bpd rates. It is an area of rapid growth with a drilling boom.

[superg1] 09/10/2013 14:37

Look the bears got into bed with Ennis, and the Ennis analyst (who could be one of the posters) and got it wrong. So now the tide shifts to try and pick on something else.

The iof team have a long history behind them, some with a great deal of success in other companies.

There are decades of experience for individuals. This isn't some wet behind the ears team of hair-gelled chest thumpers, looking to impress the ladies. They are business guys that know how to turn a profit.

If they are a team of fraudsters they are not very good at it, as Jeff said,
'It's hardly rock star salaries we are getting'

Then the news. They keep saying water is not the core business, but they have a 200k bpd contract with Halliburton and obviously have other customers.

Ignoring the hot water and going on the $1 pb mentioned that would be a $365 mill contract over 5 years. Now they could have, if they had wished reported it that way. Why not throw in the max potential, as all hot water, and call it a $1.8 billion 5 year contract.
We know 80% plus of the revenue is profit.


The USGS reports the 3 forks is charged will oil. IOF have 200k acres plus, but they hardly mention it.

IOF just want to focus on the core business of iodine, I doubt they will want to take complete control of the water side, and would happily sell it.

It has been said that businesses that expand to quickly get in a right mess. All I ever see with IOF is 'steady as she goes, let's focus on the core business'.

A 'look after the pennies' approach.

[n3tleylucas] 09/10/2013 13:57

"Happily that person passed away into another life."

Eh? Do go on...

[phoenixs] 09/10/2013 13:53

I used to have a relative like N3, never happy unless trying to make others unhappy. Happily that person passed away into another life.

[bogg1e] 09/10/2013 13:53

Che, dorset, from a long term investment angle i agree wholeheartedly. The problem is, is that not everyone whose trades effect the share are investors. Many dont care about the story, they just use TA. As for overvalued, when i first purchased at 225p i recall saying for the record that IOF is overvalued at that price, well its now 55p less than when i purchased them. But the point is is that i dont care. I'm in it for the growth story, but if anyone points out that the current value when compared to current earnings is overvalued (when you ignore the growth story) then they are only saying what is obvious.

[n3tleylucas] 09/10/2013 13:52

If you could all please post your online dealing account numbers and passwords, I'll show you how to get this to 75p before close.