Iofina Share Discussion Threads

[cordone] 05/3/2014 21:55

sg1,
The site was updated over the weekend.

Agreed - they're getting a shift on...

[che7win] 05/3/2014 21:48

Bobsworth,
Good post, a couple of mobile units on high ppm sites makes a lot of sense to me.

[superg1] 05/3/2014 21:43

I haven't been looking. How log have io6 pictures been on the IOF site?. It looks like they have moved on quite quickly to me

[bobsworth] 05/3/2014 18:00

SQM results with a significant drop in iodine production just demonstrate their lost production is up for grabs by a low opex operator like iofina. Its a shame we do not have more immediate output to keep the pressure on the Chileans. I wonder if the planned roll out of mobiles might be the cost effective answer that can quickly crank up production by targeting those numerous high ppm iodine sites.

[ansana] 05/3/2014 17:42

Let me know guys I am standing around with a wet flannel ready to wipe the egg off his face from his egg and soldiers breakfast this morning.

[yorkshiret] 05/3/2014 17:25

But it can't possibly be a dead heat. SHONNY said that it would be red. He said it would be 60p. Can you check again? SHONNY's never wrong - he ALWAYS calls it right.

[alphacharlie] 05/3/2014 16:35

And there you have it. You heard it here first. It's a green dead heat

[alphacharlie] 05/3/2014 16:33

Peeps on the edge of their seats here, they're looking at another angle.

[alphacharlie] 05/3/2014 16:21

Well shonny - ten minutes to go. Will it be red or blue? Come on, give us your view or are you waiting for confirmation?

EDIT: 5 mins to go. The tension is unbearable.

EDIT Looks like goal-line technology coming into play

[johncsimpson] 05/3/2014 15:17

Very good PWC.

[pwcarnall] 05/3/2014 15:16

Doesnt take DCI Banks to deduce that joe has almost certainly closed his t trade.

[johncsimpson] 05/3/2014 15:10

JoeStalin - good initials Sir; I think those last six posts nail it here for the moment. Good job there's not loads of thought provoking stuff flying about at the minute isn't it.

nellyb - I sense your irritation . . . Now about the 'livin dead'. Nah, let's not go there.

On the other hand, regarding red - I have a degree in Art & Design.

On the other, other hand, blue is now the new red.

Added: But not for long!

What fun we're having here . . .

[che7win] 05/3/2014 15:00

Looks like a bottom curve forming on that chart.

[joestalin] 05/3/2014 14:51

Get a sense of humour - you won't regret it.

[nellyb] 05/3/2014 14:35

ffs, its like the livin dead in here sometimes.

[joestalin] 05/3/2014 14:12

Not so. Scarlet is more red than rose and crimson is even more red than that.

Shonny is right again. If it were not for public spirited citizens like Shonny, this sort of thing would go unnoticed.

[alphacharlie] 05/3/2014 13:35

SHONNY 5 Mar'14 - 12:03 - 16719 of 16720 1 0

Oh dear is that more red I see . . .

--------------------

Oh dear indeed. So Shonny's going for the Nobel Prize in Physics. How can you see more red? It's either red or not red - Should've gone to Specsavers mate

[freshvoice] 05/3/2014 12:07

Must be about to recover, the Shonny bird has tweeted again.

[shonny] 05/3/2014 12:03

Oh dear is that more red I see. Another good call by Shonny. Never mind, keep on ramping guys. Only a nutter would buy this rubbish. Management is atrocious.

[bogg1e] 05/3/2014 10:44

SG, i have in my notes that plants IO7 onwards (for the forseeable future) have land leases etc all organised. Do we know if this is actually the case or does IOF still need to organise these prerequisites? Tia.

PS At least with quarterly updates we should have a good idea soon and with an update on IO6 Iof would need to give us an idea of their plans thereafter.

[superg1] 05/3/2014 09:55

A thought

SQM and the Chileans spread their opex across the various products as some products derive from the same process.

If water comes along for every $5m profit (if achieved)it in theory knocks off $10 per kg per 500mt of iodine produced, $5 for 1000mt etc.

About 6000 bpd per day of hot water, if they get the permit and do hot to achieve that.

Up to 100,000 barrels needed to frack one well.

6k bpd = 2 wells fracked per month in the Bakken area, that in the future expects 30,000 to 50,000 wells to be drilled.

Hence with hot and cold options (hot wasn't around until recently), until a permit is achieved, and the strategy known, amount of sales, hot or cold, it's a guessing game. But a game that seems highly lucrative.

It seems hot water is selling for high prices, probably a demand supply issue, and certainly those temporary 'depots' won't be forking out expense on hot water filling facilities.

Armstrong hot water opex on desired temps comes out at $2.10 pb with prices of $5 to $6 pb.

[alphacharlie] 05/3/2014 09:19

Shonny - ah bless

[che7win] 05/3/2014 09:16

SQM decision,
Spend $250m on a pipeline or become the worlds lowest cost producer for not much more....

[shonny] 05/3/2014 09:13

alphacharlie
5 Mar'14 - 08:50 - 16708 of 16712 2 0


Missed your chance Shonny - it's gone blue. Never mind. Always tomorrow and of course, Friday - The 60p Day

Looks red to me.