Iofina Share Discussion Threads

[monts12] 28/11/2013 16:59

I don't think water is priced in currently, looks like their short is going to hurt them (Eni) big time when news of PDTG comes. I think IOF are going to stuff them good and proper.

[stupidboypike] 28/11/2013 16:57

LEEMING, Dorset64 - thanks. Best regards SBP

[neddo] 28/11/2013 16:56

up 4p boggle

[dorset64] 28/11/2013 16:50

Ennismore short position, appears they added 0.008% on the 25th Nov to take them to 1.44%. Not a massive amount.

hxxp://www.shorttracker.co.uk/manager/Ennismore+Fund+Management+Limited/all

[superg1] 28/11/2013 16:42

Crosseyed

Thanks for the question as when looking for the old info I came across something that triggered a light bulb.

First your answer-:

H1 2012 sales were forecasted to be lower due to an extraordinary circa GBP1.9 million sale last year per our long term contract. The contract states fixed volumes and sales figures for certain years and no sales in 2012, slight sales in 2013 and GBP2 million plus in 2014.


I don't know about maisie dog or who it is, but I do know that Ennis have this belief that IOF won't get a water permit. That logic has defeated me for some time, as I absolutely believe they will achieve it, due to research days old, not months old.

While looking for the above point I saw an old water update, and the wording around it.

For those that have been here some time, they will know the long posts of trying to explain the water permit side of things.

So having spotted wording, they have either made a blind bet, or completely don't understand the water side of things. I spent weeks, even months explaining it on here.

Don't panic I'm not going to explain it again, but if decisions are based on the line I found, then it's the same basic error of understanding, that all PIs, including me made made.

In one line-:

The Atlantis prospect, the water discharge permit, and the USFW rights swap deal, IS NOT, in any way connected to the current water permit application. :-)

[leeming] 28/11/2013 16:33

FAO..SBP
Just google ennismore short position IOF

[freshvoice] 28/11/2013 16:20

Stop loss hunting?

[superg1] 28/11/2013 16:01

Cross eyed

That revenue change is to do with a contract, it is to do with a chemical product. In old news the contract is mentioned.

There was a break in the contract, but it kicks back in late 2013 and back in full in 2014.

I'll try an find the reference.

[stupidboypike] 28/11/2013 15:13

johncsimpson, where does the info on Enismore come from if you don't mind me asking? Best regards SBP

[crosseyed] 28/11/2013 15:05

I notice in the 2012 Annual Report on p11 under the heading Key Performance Indicators the following:

Revenues from sales of iodine and iodine derivatives : $16,392,771 (2011 $10,995,308)
Revenues from non iodine products : $2,250,537 (2011 $5,110,251)

Would the non-iodine products be natural gas?
Or if not, what might they be?
I believe that there are now no longer any natural gas sales. Is that right?
There is certainly a big decline in absolute terms.

c

[johncsimpson] 28/11/2013 14:28

Ennismore shorted another 101,824 shares on Monday. Got to admire their bottle. I'll upload the new spreadsheet later.

[bogg1e] 28/11/2013 14:01

neddo, qfi have a much higher market cap than 50 mil.

[n3tleylucas] 28/11/2013 13:47

johncsimpson,

You were, and will always be my best stalker... what a joy it is to see you being heavy on here.

[neddo] 28/11/2013 13:22

qfi, still under the radar ??

[diggulden] 28/11/2013 11:02

Short lived I expect Noli, I picked some up at 350p this morning.

[noli] 28/11/2013 07:30

Well my 2013 share tip PTO will take a large dive today, such is life.

[festario] 27/11/2013 23:18

Carpetright SuperG?
I've always thought that one was ripe for a steep collapse.

[superg1] 27/11/2013 23:15

No just a break after an update but only a small glitch. Tick tock

I've been tracking a share that has lost £39 mill over the last 3 years, but is representing £50 mill profits on a 15 PE.

The bear crew seemed to have missed it, that or they are keeping quiet for an attack.

[warmsun] 27/11/2013 22:34

Cheers jc, that'll make up for you telling me there isn't really a Santa :)

Sg, :). I thought you had stopped counting down. The RNS is probably just my wishful thinking.

Good night for United tonight...makes a change!

[superg1] 27/11/2013 22:22

Warmsun

re

'Agree with Angel (I think it was you Angel?), the late action today could spell an imminent RNS!'

I hope not, I haven't finished my countdown yet, but maybe it's not that one.

[johncsimpson] 27/11/2013 22:02

warmsun - sorry. I'll send you a card . . .