Iofina Share Discussion Threads

[worraps] 12/2/2014 09:24

Thanks, warmsun. Appreciated.

[woodpeckers] 12/2/2014 08:38

Thanks warmsun.

Where are you Buffaloman, we need you to get it going again? :-)

[warmsun] 12/2/2014 08:36

For those interested...L2.

Our 81k man got taken out yesterday but we now have a block of 45k sitting on the Offer at 91.5p.

[uppompeii] 12/2/2014 07:53

Probably at Sandy Lane.

[hurricane.] 12/2/2014 07:52

Dow up 200 points and positive IOF talk in the city.
Where are the bears ? Lol

[beastman] 11/2/2014 22:34

Mr. Lance Jason Baller is the Founder of Iofina Plc and has been its Consultant since June 19, 2013. Mr. Baller served as the Chief Executive Officer and President of Iofina Plc from March 2010 to June 19, 2013 and also served as its Company Secretary until June 19, 2013. Mr. Baller served as a Finance Director of Iofina Plc, an affiliate of Iofina Chemical Inc., until March 2010. Mr. Baller served as Managing Partner of Shortline Equity Partners, Inc. He served as a Vice President of Mergers and Acquisitions, Financing and Corporate Development at Integrated Biopharma, Inc. Previously, he served as a Vice President of UBS AG and Morgan Stanley. He served as the Chairman of NetAds International, Inc. He serves as a Non-Executive Director of Baylor Solar Energy, Inc. He serves as a Trustee of Giant 5 Mutual Funds. He serves as a Director of NetAds International, Inc. Mr. Baller serves as a Director of Baller Enterprises Inc., Masi Technologies LLC, Net Ads International Inc., Shortline Equity Partners Inc., The Elevation Fund LLC and Ultimate Investments Corp. He served as an Executive Director of Iofina plc. He served as a Director of Eagle: XM, Inc., Elevation Capital Management LLC, Lakeview Village Inc., and Palmdale Park Inc.

[beastman] 11/2/2014 22:32

Battery,

Correct, see the following

[battery] 11/2/2014 21:09

No5, Ultimate Investments is I believe the holding company/trust for Lance's shareholding.

[crosseyed] 11/2/2014 20:56

Referring back to post 15929 by freddievas, the detail of the top 10 holders, described as "institutional" was as follows...

Iofina top 10 shareholders
1 Stena Investments 12,100,000. 9.51%
2 Director & related holdings 11,026,433. 8.66%
3 Hargreave Hale 10,355,511. 8.14%
4 Hargreaves Lansdown Asset Management 9,343,881. 7.34%
5 Ultimate Investments Corp 9,000,000. 7.07%
6 Old Mutual 7,060,838. 5.55%
7 Toronto-Dominion Bank 6,937,861. 5.45%
8 BT Pension Scheme 5,868,246. 4.61%
9 Barclays Plc 4,817,721. 3.79 %
10 Selftrade 4,443,260. 3.49%

Total: 80,953,751. 63.61%
Bloomberg


The highlighted ones are, I think though I may be wrong, institutional, the others hold nominal accounts.
Still, quite a reasonable holding with institutions.

c

[bobsworth] 11/2/2014 20:11

engelo appreciate your update on institutions % holdings.

Great stuff!

Interesting to see the institutions continued to add during the last three months of chaos as some PI's panicked and sold up.

Still with news imminent its good to see the sellers have dried up making it difficult for Ennismore to close their remaining short position.

Also good to see the derampers moving on - job done and all that!

[sweetnodude] 11/2/2014 20:01

superg1 11 Feb'14 - 15:16 - 15996 of 16006

Cheers, forgot about the WAWS Project etc.

[rogerbridge] 11/2/2014 19:36

Nice and steady IOF negotiating the choppy waters on the way to a safe harbour. Far better than high volatility.

[freshvoice] 11/2/2014 16:34

Che,
That may not be as far away as people think ;-))

[che7win] 11/2/2014 16:21

ridicule,
yes, 110p will take positive news to get through in my opinion.

[ridicule] 11/2/2014 16:11

I broadly agree with these responses to momentum management. My point was PIs are not good at managing short term momentum i.e. within a given single trading session. che7win you are right in the point you make about 'all buys' but not in this case. The IOF share price has fallen so far it could sustain managed buying momentum up to around £1.10, at which point your analysis could start to become an issue.

[che7win] 11/2/2014 16:01

Fest,
yes, that is true, we have a high proportion of PI's and those entries are brokers.

However, don't forget we have some good institutional backing with Stena and large founder holdings (Lance/Jeff).

[festario] 11/2/2014 15:53

Che7win, I thought we were all saying recently that IOF was almost unique in the very high level of institutions that are holding?
There was some debate as to what is, and what is not an insti.

You see Hargreaves Lansdowne for example are most likely to be simply the nominee account holder for many PI's shareholdings. As are Barclays etc.

[worraps] 11/2/2014 15:52

Good sense, che7win. A steadier climb will hopefully ensue.

[che7win] 11/2/2014 15:42

ridicule,
agreed, the more churn we have at this level the more sustained the rise.

If it was just all buys, then there would be more volatility with bigger swings.

This year, I hope our rise is sustained with hard numbers supporting our valuation. That is probably a tall order with so many PI's...

[ridicule] 11/2/2014 15:21

PIs are forever criticizing Hedge Funds and the like for damaging share price performance through shorting. We are own worst enemies, however, because there is always a trigger happy number in our midst who just cannot wait for momentum to take hold before they just have to press the sell button. This has been graphically illustrated in the past few hours. Had this penny packet selling not taken place, we would be a number of points higher.

[superg1] 11/2/2014 15:16

ND water app.

Lots to do pre application as mentioned before, but for ND overall there wil be plenty going on in the water 'squabble'

First the Western area water supply, set in an exclusion zone where others couldn't build depots, sell water within a certain distance of their depots.

Basically WAWS are selling water to the oil companies to pay for the upgrade of the entire domestic freshwater supply system. I think it's set to go on for 3 to 4 years.

Then there are the corps who 'own' the surface water, and a few ideas/restrictions surfaced regarding 'taxing' water rights owners etc. That met opposition and sits on the back burner.

Add in the temporary permits which allow irrigation water to be sold for industrial use (that will stop).

Groundwater depletes aquifers which take a long time to replenish, so those types of applications may fail and are not in favour.

So I would imagine, careful selection of locations is in play.

[sweetnodude] 11/2/2014 14:42

I doubt even David Blaine can magic up 1.6 million shares without shifting the price up a tad.

[benny hanna] 11/2/2014 14:31

Che7win. Most times the shares are not tendered at all, the positions are simply closed (bought back) by the party that sold the calls. Not too familiar with spread betting, but that may well provide the same result as a call position. Comment?