Added to YB: 2025-07-02
Pitch date: 2025-07-01
IOF.L [neutral]
Iofina plc
Author Info
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Company Info
Iofina plc, together with its subsidiaries, explores for, develops, and produces iodine and halogen-based specialty chemical derivatives from oil and gas operations in North America, Asia, South America, Europe, and internationally.
Market Cap
GBP 61.6M
Pitch Price
GBP 0.24
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.64
P/E
12.68
EV/Sales
1.09
Sector
Chemicals
Category
special_situation
Shares I looked at this week (30 June 2025) - Iofina plc
IOF.L pass: Iodine producer (3% global share) with 10 US plants near fracking sites. Margins declining due to brine water costs, production affected by weather. Fully exposed to iodine spot prices, no hedging. Potassium Iodide sales could surge during nuclear fears. At 24.5p, not yet at bust-cycle value (11-15p). US takeover potential.
Read full article (3 min)