Iofina Share Discussion Threads

[bogg1e] 04/1/2014 15:40

Thanks madchick and sandbag. Probably a system thing then :-)

Che7 nice link cheers.

A little side thought, if Iochem's output is so high, and it has been mentioned (don't know by who, but in my notes anyway), that Iodine producers who grow beyond 1000 tons per year are usually taken over (In a sense i use the 1000 tons per year annualised output as the "ping"), then why havent Iochem been acquired? Should the 1000 ton production threshold be taken with a pinch of salt I wonder?

[madchick] 04/1/2014 15:10

Boggle, I've had that problem many times in the past. I think it's a glitch in the system somewhere. Also, sometimes when I tick something up, two are added - not sure if someone has just voted at the same time as me or whether it is a tick from someone else's earlier that didn't show immediately. I've also noted that if I try to tick up again because my tick hasn't shown, the system tells me I've already voted, so it must be registered somewhere... I haven't worried about it too much, but you're not alone!

[sandbag] 04/1/2014 13:53

Bogg1e,

Is this the same problem we had the other night? When I posted I was told there was a problem and the post hadn't been sent. I sent it again and the same message was shown. It was only after I'd sent it 4 or 5 times that I realised it had in fact sent every time.

[che7win] 04/1/2014 13:47

Iochem is extracting 1200MT at 300-400ppm brine concentrations:



That is the bulk of US production, we are catching up fast!

[bogg1e] 04/1/2014 13:32

Chaps, something weird. I have just tried to vote up a number of the above posts. All of them except the last post immediately before this one by SG, when i clicked the vote button, the number of votes didn't change and i was told i had voted it up already. The last post said the same when i voted it up, but the number changed, ie at least 4 of the above posts have been voted up in my name but not by me.

[superg1] 04/1/2014 13:10

Jointer

No need to worry about Chilean interest, that Roskill report throws some interesting big names into the pot, some 5 x plus the MC of SQM. There has been no point keeping an eye on Japan or those involved there, as we know the resource is in decline.

That potential water rule in Chile is interesting. It all depends on what level of water SQM use.

150 litres per second is a lot of water, but I wonder if that figure will create barriers for some just over that amount or just under re expansion.

I'm just thinking logically, but if you were over the amount by 20%, would the capex and subsequent higher opex justify the marginal gain. Equally if you are just below it then expansion may be an issue.

Some like Algorta are on seawater anyway, but others are not.

[jointer13] 04/1/2014 11:46

che7win

"I expect we are most vulnerable from a Japanese producer taking us over, after all the other three independent producers in the US in the past were bought by the Japanese."

the Chileans are not going to be left out,the problems they are facing are perhaps more serious than what some people think, although a lot of us on this board know about some of them.

and on top of all that.

"The problem is that the costs of desalination in the country have escalated in recent years to the point that it is now twice more expensive than in the United States"

wheres the price of iodine going I wonder..?

the Chileans are aware of what we are about,have no doubt about it.

are they going to stand by and watch!

anything could happen anytime.

interesting times ahead.

[che7win] 04/1/2014 10:17

I expect we are most vulnerable from a Japanese producer taking us over, after all the other three independent producers in the US in the past were bought by the Japanese.

[rogerbridge] 03/1/2014 23:06

Looking better all the time SG

[superg1] 03/1/2014 21:15

And the capex/opex knife twists some more for the Chile miners



It looks like they are going to force Chile miners to use some desalinated seawater in their processes.

Currently SQM, Cosayach and Sirocco (suspended operations) don't. It relates to those using over 150 litres per second, so definitely SQM I would imagine.

Interesting that they mention desalinated as I thought some could just use seawater for the leaching process.

[superg1] 03/1/2014 20:56

Shroder

That's why I like iodine, it's in your iphone screen, probably used to etch the computer chips in it. It's in baby milk and animal feed, used in the making of carpets and some tyres. It's a biocide and disinfectant, in fact come sectors want iodine type treatment for swimming pools as the Chlorine versions are more harmful, and carcinogenic.

Platinum is used in catalytic converters, but some have found a better product for the purpose using grapheme and iodine



The battery details have been explained, in the future it looks like there will be a total shift to Lithium iodide batteries, which hold double the charge and reduce the risks. Sirocco quote it in their link up with Canada Lithium.

Clean coal, it is currently used at some coal plants to remove mercury, the US have two pilot plants about to start, one of them is in Oklahoma.

Scientists have identified it for uses for "Iodine RF Ion Thruster Development" in small satellites



Iodine is used as the main ingredient in some applications, but can be just used as a catalyst to produce other compounds.

Trying to list everything it is used for and in, would probably take a very long time.

Some end users went for cheaper alternative products when the price took off, but those other products are inferior. There are comments that some iodine related markets have returned, probably related to disinfection imo.

There is no substitute for iodine in many cases, and it can not be synthetically copied. Without it, as one guy puts it

'It is not an understatement to say our existence, and the quality of our lives, depends on having adequate iodine levels'


Iodine has seen strong growth year on year and technology is one of the main drivers, with new uses being found all the time.

[nevmyers] 03/1/2014 19:17

Ive been doing a little research of my own Mr Jackabite has not posted on here since the 23rd of December, now for someone who was posting around 10 to 15 times a day up to then that is some drop off, I wonder if that was the day he/she closed their short on IOF

DYOR

[engelo] 03/1/2014 18:15

shroder: I'm thinking smaller than you, and would love to know the demand side for customers for IOF's iodine right now:-)

superg has listed apps for iodine more than once. If you scan through the thread on his name you will pick this up plus a lot of other interesting info :-) Clean coal could be another monster if it ever happens...

[battery] 03/1/2014 17:07

High-performance rechargeable lithium-iodine batteries



Lithium Iodine batteries are already in existence - but are used for low current, long life medical applications.... Think pace maker and similar type batteries.

The link above is to a new development of this type of battery that is targeting high capacity, high discharge rate loads... as found in EVs. EV development is driving this new variant and if it is a success demand for iodine will increase significantly. The report in the link suggests 2x capacity over current lithium ion batteries - so approx. 2x range for the same EV.

This is being described as a redox battery - meaning it has a liquid electrolyte. It is recharged by the conventional approach of passing a current through it or by simply changing the electrolyte for a pre-charged one. Meaning that recharging could be as simple as 'filling up' at the petrol station with a new charged electrolyte. That would kill off a couple of the negatives aimed at EVs - namely the lack of recharge points and the time to recharge.

[1madmarky] 03/1/2014 16:41

Lithium iodine batteries would be what your looking for Shroder. Twice the current density and they don't catch fire. Still a little way off yet though but potentially a like for like replacement of existing products.

[shroder] 03/1/2014 16:23

Production numbers for iodine are important but are perhaps a trailing indicator. Forecasting actual demand is harder, but arguably a more reliable measure.

The other reason for looking at the demand side rather than production is to ascertain any new applications for iodine.


Ideally it needs to be a broader market, with new product uses to replace older technologies such as LCD's.

[freshvoice] 03/1/2014 14:49

So much for RSI predictions.

[crapcrap] 03/1/2014 12:47

here are my tips for the next couple of years!
feel free to slag and bash holes in them!
iof
bmn
hawk
obt
gvc
best regards
cc

[jbe81] 03/1/2014 11:49

Solg's valuation compared to aaz is crazy. Aaz last drilling results show there could be a lot of high grade ore there,which I suspect there is.

[superg1] 03/1/2014 09:39

jb

I will see if I can find the list and comment.


As for shares for this year, I tend to think further ahead than that, some look good for big rises, and some I have been working through the AIM with some basic rules to ignore shares. No revenue for the last few years is one of them.

Some new arrivals over the last year or two are interesting, but with the plus is that they will be aware of chasing the bubbles. I expect a number in the mining sector including gold to go bust this year.

Boo, iof ended up about level on the year.

Yes IOF will be in my list, I doubt I am that lucky to be able to buy IOF at 50p.

It certainly won't include any gold miners on no revenue like Solg for instance.
I think the gold price will continue to tumble this year, I recall the odd spat I had with some in the last year when they claimed it would break $2000.

But a quick tip, don't follow your own tips (MTV, SOLG, DNXS, FJET and SLE)I see all have bombed. QFI would have good if you hadn't sold 100% ago to invest and take losses on Solg.

I will have a look at Solg, as I'm going to have a good look at gold this year, for potential investment dependant on the world economy etc. The resource is high so of interest.

It all depends what the all in costs are, many have costs way over the price of gold, some double. So imo right now it's best to see who has high costs and little cash, as I can't see anyone bailing them out. Whoever survives this year may be of interest.

[tsmith2] 02/1/2014 23:41

master RSI - care to elaborate..

[master rsi] 02/1/2014 23:18

Indicator MACD bullish