Iofina Share Discussion Threads

[che7win] 11/6/2013 21:18

Dr Fay interview states io#3 ,4, 5, 6 on track for delivery by year end, that's good enough for me.

[skylite] 11/6/2013 21:12

That's a fair point dig, not all of us have the skills and inclination to do what certain posters on here do (I don't have to mention names, you know). Fortunately all of them, to a man and woman, are givers and give their time and knowledge to the rest of us.

Last year when I looked at the bb with 24ric we stayed away for a while and looked at the posts, researched the research and joined the party as we say. Did we ask questions? Yes. Did we ask people to substantiate their research, even though there are hundreds of posts that do that? No, we invested the time to look. Would we then say at the end of our posts, sorry that's the last you'll hear of my posts again only to post a few minutes later with another subtle deramp? No.

Maca appears to put a lot of effort into looking for negatives; fair play if you're a bear by nature. I'd say their time would be equally well spent looking at the upside, or do they think they've missed out?

[crazycoops] 11/6/2013 21:10

digg, good post and one that we should all try to remember. However, we also have to be cautious of seasoned derampers - there is fine line to tread in assessing who is asking genuine questions and who is deramping. superg's factual responses are the best way to play it for both audiences IMHO.

[noli] 11/6/2013 21:06

Thats a good point dig, i have read on a number of different bb that many have looked at the iof accounts, then share price and dissmissed iof as over valued.

As most know on here, the info is not all in the rns's.

[battery] 11/6/2013 21:03

Agree with that Digg...

Most if not all the LTHs came here asking questions about aspects of the company. It's right to be cautious when new to a potential investment.

[diggulden] 11/6/2013 20:56

Not sure anyone who doesn't see the investment case should be classed as a 'de-ramper'?

Civilised questions were asked, well thought out and factual answers were given. You have to remember, lots of us have been here 18 months, given how much we know, you can hardly expect someone who has been looking at the company for one day to be as positive as the rest of us! Especially if all you went from are the RNS's, then I would be cautious too.

Just don't like the idea of people coming to ask questions and then if they don't think it is a good investment for them, then they are labelled as a de-ramper.

[bobsworth] 11/6/2013 20:47

Love when these derampers pop their empty heads above the canopy only be to be shot down with a volley of bullet proof facts.

[skylite] 11/6/2013 20:45

Ok then Lib, one of CR's wingmen?

[the librarian] 11/6/2013 20:32

I didn't think it was that subtle sky :). If that's what it was, it became an admirable attempt, however, as super said, the long termers here know the story, so no worries!

[skylite] 11/6/2013 19:56

Maca, you're a subtle deramper of most stocks. Good luck to you.

[bobbyshilling] 11/6/2013 17:14

Thanks sg;

yep, I'll be happy with solid info on IO3 & IO4-6, on time for roll out, all going to plan etc.

[the librarian] 11/6/2013 17:12

Just to clarify further, IOF do not use the carbon bed method, that is why Arysta failed, it does need regenerating and causes problems in the production method.

[superg1] 11/6/2013 17:08

Bobby

There are man potential lucrative aspects to IOF, but we all keep going on about the core business of iodine, which is very lucrative on it's own.

I sense all the investors want to here about is, io3 build started or about to start, and that io4 to 6 look to be well set to be delivered within the time frame given.

Yes I do hear the odd thing, but with a couple a hundred grapevine links that reach across the globe thanks to technology, we can get a flavour of what is going on, much better than Scruts and Titus could ever hope to achieve in their early investing days. In fact that probably counts for most investors here.

The web is there to use, and it helps with investment decisions, so why not use it to reduce risk.

It bores the backside off most no doubt, but for me it's been a lesson in the value of solid research.

So yes I think the H2 update, about the current position, will be good.

[chumbo] 11/6/2013 16:54

Thanks Dig. I imagine therefore that if they do issue an update at the meeting they will RNS it as the doors are closing.

[diggulden] 11/6/2013 16:33

Chumbo, it depends, the company can decide to give a trading update if it wants too, but they don't have to, I don't think they did last year.

Personally, I have a feeling there will be a trading update this time, on the morning of the AGM. We will see, not long to find out.

[chumbo] 11/6/2013 16:24

Please excuse my ignorance of protocol, but how do we exect the AGM to operate: would we expect a trading update at the beginning (RNS'd prior?), followed by the official transactions and then a Q&A session?

[bobbyshilling] 11/6/2013 16:23

Sg, I cannot attend the meeting unfortunately, but I am sensing that you may be aware of some new information that may crop up at the meeting - you don't have to say of course. In any case, I am impressed by the way the share price is holding within a fairly tight range with the current market fluctuations. If we get the nod that all is still on course, and they roll out IO3 & 4 reasonably on time, I think that will push on the share price to well over the 300p mark in short order. An update on water might be on the agenda too.

[worraps] 11/6/2013 16:16

Ok, super, thanks. Like you, I think the AGM is going to bring much cheer, although things are very buoyant anyway, and going very well. I agree re maca.

[superg1] 11/6/2013 16:06

No idea for now worraps, but anyone attending the AGM will leave with a big smile on their faces IMO.

Re maca

I could write a 4000 word reply covering the points raised, but 99% of the BB knows it pretty much backwards now. So if maca is that curious, and it's a genuine hint, attending the AGM would more than answer questions.

[worraps] 11/6/2013 15:51

superg.....is it speculation that they will be doing presentations during the AGM period next week, or do we KNOW that they are? You know what happens during periods of presentations!

[superg1] 11/6/2013 15:46

It is new maca, not the plants, they could give the plant blueprints to anyone but they wouldn't be able to produce iodine.

IOF have cracked the code to realise iodine without all the nasty chemicals that end up with Chlorine gas as an emission.

New patents in process are not viewable for 18 months.

If you are genuinely interested, then with the AGM so close, and IOF so welcoming to PI's I'm sure you would get access and you could listen to it all for yourself.

What they have and what they are planning is quite stunning.

[diggulden] 11/6/2013 15:35

Some quiet accumulation of shares going on at the moment on L2.

[maca1212] 11/6/2013 15:17

superg,

In terms of patent applications this is the one from 2009 when I believe that IOsorb was already being touted as the generic name for the process. Patents US 20100119438 A1 and WO 2011059438 A1 specifically both mention activated carbon and maybe I am being unduly thick but the clue may just be in the name.

Here is the abstract for the second of those patents:

"Processes for extracting iodine from an aqueous solution, such as brine, are disclosed. Activated coconut carbon particles are mixed with the solution to adsorb iodide through pores in the activated carbon particles. The activated carbon particles are then treated with sulfur dioxide gas and water to form hydrogen iodide. The hydrogen iodide is then reacted with chloride to obtain elemental iodine (I2)."

Maybe these guys have developed something really innovative since then but I find it strange that if they have, they have not apparently given it a shiny new name.

M