Diary of a Private Investor


Share Watch: Iofina (IOF)

Unfortunately, I was unable to attend the Iofina (IOF) AGM this week as I had planned to do. Fortunately, there have been a number of useful write-ups on the ADVFN-Iofina bulletin board from those who were able to attend. Most significantly, on the morning of the AGM, IOF were able to confirm they have reached […]

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Brexit, Averaging Down and Stop Losses

It has felt like a strange year in UK markets so far, not least thanks to the distraction and uncertainty of the upcoming Brexit vote. Jeremy Warner’s article in The Telegraph Business sums up what the vote will come down to; the economy or migration. While many people might want to leave the EU in […]

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Update and Review – IOF, CLIG, SRT, PHP, PEG, NXR

There has been quite a lot of activity this week among my portfolio holdings. Iofina (IOF.L) The story of the week in my portfolio is Iofina (IOF) where a regular quarterly update reiterating the same numbers as three months before has led to a near trebling of the share price from a week ago – […]

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Portfolio Commentary Part Three – Special Situations

Over the past week I have published various portfolios; Focused Income, Compound Growth and Special Situations which combined, make up my overall equity portfolio. I have also launched an ISA portfolio to reflect and track how I invested this years’ allowance. The main reasons for dividing my overall holdings into different strategies were outlined in […]

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Iofina – Guilty as charged

Reading the financial bulletin boards this week, I was reminded of an important investing ‘rule’. That is, with a growth stock, buying the right company too early can often be almost as bad as selecting the wrong company. In the case of Iofina (IOF.L) I believe I have been guilty of breaking this ‘rule’. Regular […]

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Fun and Games at Iofina

Investors in Iofina (IOF.L) have experienced a roller coaster ride since my last article at the end of February. There have been three key items of news; an extension of the convertible loan with Stena Investment, the resignation of the company’s chairman along with the appointment of Bill Bellamy as non-executive director and an underwhelming […]

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Iofina makes steady progress on iodine plant rollout

Shares in Iofina (IOF.L) rallied today on news that two iodine extraction plants (IO4 and IO5) should be in production from the beginning of Q2 onwards. The build for IO4 has been completed and the plant handed over to Iofina staff for hydro and automation testing before accepting brine. As with previous plants, there will […]

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Taking Stock of Iofina

It has been an eventful couple of weeks in the evolution of Iofina (IOF.L) and the fortunes of its shareholders. There has been farce, mixed news flow, officialdom and rumour. Short-term this has left shareholders out-of-pocket and understandably frustrated but taking a slightly longer-term view I sense there is much to be optimistic about.    […]

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