Iofina Share Discussion Threads

[che7win] 11/8/2014 15:49

Jamonit,
I would expect 120p would be a disappointment, I am hoping if sentiment picks up that we will be between 150-200p in second half of next calendar year.

All I can say is that this is a bargain price to me, I hold substantially more than last year :-)

There are too many variables to be more accurate, what will the iodine price be, will we have water, what is our production expectations etc.

[freshvoice] 11/8/2014 15:32

I'm sure the nomads is keeping it downfor mates buying!

[che7win] 11/8/2014 15:31

The market has to start pricing in the iodine profits next year, surely worth 100p on that, I'm assuming iodine price recovers H2 this year and our production growth continues.

Water business not priced in, so potential upside, the market is beginning to see a profit to be made here.

I expect at this price to double my money within 12 months as a minimum.

[mister big] 11/8/2014 13:57

Well the research I did on iodine showed it to be a highly illiquid market with little transparency - supply and demand equally balanced but demand steadily rising . However , the high cost nature of my suppliers mean that prices long term could move up but could be held back by one or two people off loading inventories .
I think new usage like batteries could too the balance and the Japanese notoriously want long term supply at fixed in rates hence supply deals are likely if they see long term suppliers particularly who are based in the usa .
I would say super g research linking key people is interesting !
And probably means good news - at least they are aware .

[sandbag] 11/8/2014 13:42

"Maybe should look at RB situation they have both"

They also have their own Mr Big in the form of Lukas Lundin!

[1madmarky] 11/8/2014 13:37

Yeah but they are failing to deliver on both

[mister big] 11/8/2014 13:00

Ie lithium and iodine !

[mister big] 11/8/2014 12:59

I'm amazed at the lengths superg goes to track down information - I like the linkedin research - I believe that lithium iodide batteries are the next big thing and expect the Japanese to be very interested in the long term stable supply of iodine . Interesting note ( thank you ).
Maybe should look at RB situation they have both !

[magwich] 11/8/2014 12:32

Last production update was out on a Wednesday,dont know if this one will do the same?

[deadend] 11/8/2014 12:29

He is a "master baiter"

[neddo] 11/8/2014 11:55

I think we have the measure of him?

[superg1] 11/8/2014 11:28

"You can not be serious"

Masure is moaning about be trolled. ........... uh !!!

[rhwillcoll] 11/8/2014 10:24

MM3: As it's Sainsbury's, maybe that should read "trollied" rather than
"trolled"?

[captain_kurt] 11/8/2014 10:21

Friday, August 8, 2014

[owenga] 11/8/2014 10:02

I had expected a monthly production update today. Hopefully tomorrow. Maybe it is being delayed so they can provide a positive update showing progress on io5 and io6. Fingers crossed.

[monkeymagic3] 11/8/2014 09:56

Ironically he is complaining of being "trolled" on the Sainsburys thread.

[tackems] 11/8/2014 09:48

Interesting to see we have had another weekend free of Masurenguy (I have him on filter now though). This must mean that he is only paid from Monday to Friday perhaps?!

[superg1] 11/8/2014 09:46

Ors

Toyota spent a lot of money on Algorta in return for what they have. The initial payment and funding for the pipeline and other bits at a guess would have set them back around $150 mill.

Algorta were claiming they would hit 3000mt in 2013 year, but those H1 figures looked like they had done 1000mt for H1.

Opex looked to be between 35 and 38 per kg. That is roughly the buy price we are seeing in India.

So the 25% share on 3000mt equates to 750mt per year for a big investment.

I'm wondering how they deal is working out, as with the chunk they would want a discount rate, but in theory that rate would be below production costs.

Toyota went to Chile as in their words Chile is the only viable place left for commercial iodine production.

I think it's highly amusing that IOF are commercially producing iodine under the noses of the Toyota offices in the US.

Not forgetting the photo taking 'incident' at IO2 incident by their chief engineer. Someone should have told them about DEA monitoring of such facilities doh!

[orslega] 11/8/2014 08:52

SG1 - so when we get the July production figures this week (hopefully) I also expect to see a supply agreement with at least one Japanese outfit...only a question of time imo..

[superg1] 11/8/2014 07:49

Lol

I thought I'd check the employee situation post clean out on linkedin. I haven't done it for a while and it can show who is and isn't at IOF.

Also on linkedin when you select a name it gives profiles of others looked at by viewers who also looked at the main subject.

EG,If you look at one IOF employee then other IOF employees can show as looked at.

With all the Japan talk, it made me chuckle when I clicked on Jaime Cornelius.

people that clicked on Jaime also did these-


ATSUSHI SUGIMOTO
Director at MSD K.K. (A Japanese Pharmaceutical company, subsidary of Merck)

Cindy Chen Cindy Chen
Business Executive at Toyota Tsusho...

Connie Chong Connie Chong
Operations Manager at Toyota Tsusho...

Handy Sutrisno Handy Sutrisno
Project Manager at TOYOTA TSUSHO

We all know Toyota Tsusho are the ones linked to the existing US producers and they own 25.5% of Algorta Norte.


I have never seen any outside the US before. So why are people on linkedin looking at Jaime, also looking at Japanese people, all of which have links to the iodine industry.

[gadolinium] 11/8/2014 07:46

Super re: the 21.6 MT orders we are finding. Somebody in India is using an awful lot of iodine each month, I wonder who?

Here is one example of the sort of breadth in the Indian iodine chemical industry.

[superg1] 11/8/2014 07:27

Bog

Here's some help Jeff and Lance £2.

Had G and G stayed they would have been hefty, now the tight finance control man is back, they will be a lot less.