D1 Oils Share Discussion Threads

[periorellis] 30/12/2010 09:45

good end of the year

[spaceparallax] 30/12/2010 09:42

well spotted.

[baldeagle5] 30/12/2010 08:49

Bidder(s) back?
I note the 3 months bid lock out has expired now and so the interested party(ies) are free to return.

[spaceparallax] 29/12/2010 12:13

i wonder if Mr T is acquiring again?

[jkershaw] 22/12/2010 13:23

Give me the job, I'd have every board member out in the bush making sure these deliveries happen, its all they need to focus on

[jkershaw] 22/12/2010 13:20

When the hell will they meet this objective? They should have it pinned to the wall of every employee, subcontractor and 3rd party, including thheir farmers..."D1's objective is to become a global, sustainable producer of competitively priced biodiesel. We aim to meet the world's growing demand for more green transport fuel. We intend to deliver a consistent high volume output of sustainable vegetable feedstock oils and high quality biodiesel" START DELIVERING...how hard can it be growing these f-ing weeds!

[spaceparallax] 21/12/2010 16:54

Good luck.

[wattene] 21/12/2010 12:48

SPACE: Yeh, you're right, and it was the cgt that I was thinking of off-setting, but I liked the sound of D1 when they first came to market, and still think they may come good - optimistic like most folk who start buying shares. Thanks for the advice re a balanced portfolio which I did have, but thanks to the greedy bankers, or should that be another similar sounding name, I have now consolidated largely into the big miners which are doing ok at the moment.

[jkershaw] 21/12/2010 12:36

Not a good sign if large holder is bailing out.

[spaceparallax] 20/12/2010 14:10

It looks that way.

[jkershaw] 20/12/2010 14:06

Never could understand these RNS...does it mean the shareholder has reduced holding?

[riskier] 15/12/2010 16:36

Sold today (at a loss!). Bye.

[spaceparallax] 07/12/2010 10:26

WatteNe,

Fear not, we all have some '..mares' - that's why it's important to spread the risk. Who knows what's going to happen here, but whatever happens it's simply not worth realising the loss at this level unless it conveniently offsets your capital gain from elsewhere.

Funnily enough, I still very much believe in the products and their future - it's simply taken too long to convert to profitability. Always a problem with innovations.

[wattene] 06/12/2010 17:23

Nice to hear that there is some good news on the horizon - I bought these suckers a while ago at 239.75, so I hope they do go strataspheric (my own new word:-)

[baldeagle5] 24/11/2010 21:17

JK - Its a new MD.

[jkershaw] 24/11/2010 15:13

The Board remains confident that the target of 2000 tonnes of crude Jatropha oil ("CJO") will be produced during the winter harvest season in India (November 2010 - February 2011) -

This is your biggest problem, the board have sold so many porkies before how confident should shareholders be in them?

Watch this like a hawk. If the 2000 is delivered, even at a megre GP it will send the share price skywards like a rocket.

Could be the next lastminute.com

[solarno lopez] 24/11/2010 11:16

Agreed KRAMCH

[kramch] 24/11/2010 11:09

These trees are v. young so yields are low and for the farmers these are new crops, so a lot of learning going on.

Directors were reckoning on 11,000 tonnes for 2011 and 31,000t, 2012. If they can make £5M on 20,000t in the next yr or 2, they're on their feet.

SL; yes we can probably say bye to the £800k prefs in D1OPS, but it stops a cash drain. K.

[spaceparallax] 24/11/2010 11:03

Kramch,

I think you've made a reasonable interpretation.

I suppose stemming the costs has for a long time been the most critical issue.

As others point out, income remains modest but likely to grow exponentially. If the Company can survive beyond the crossover into profitability, who knows there might be a future.

[riskier] 24/11/2010 10:24

So, profit on 2000 tonnes of CJO would be about £480k (2000 * (1100 - 700) * 0.6). Not a lot to get excited about imo. Just waiting for Teelings's move...

[kramch] 24/11/2010 10:07

It seems they are getting down to the business of sorting out the company now Myerson has gone.

The RNS is not very concisely written but as I understand it D1OPS and Quinvita were draining cash and are now being sold to the management though DOO will benefit from their ongoing research.

What is more positive is that the price of Crude Jat' Oil is now $1100\tonne (was $1000) and costs should fall from $850\t to $700 this winter. If they get their 2000 tonnes they should make a bit of cash. More importantly it will prove viability.

Further down the line, they have a patented process which removes the "anti-nutritional factor" (poison) so they can use the residue as animal feed, value c $300\tonne (?). And a new more capital intensive extraction method should get cost "down to $350\t by 2013". It will cost £15m to deploy. So they will need to raise funds from somewhere.

Looks a lot more positive to me than a few months ago. K

[solarno lopez] 24/11/2010 09:39

Can only assume that it is a clean up because there is no guarantee that we will receive the £800k from sale of the prefs

[spaceparallax] 24/11/2010 09:33

Wow, what a complicated proposal. Not sure what to make of it.

[solarno lopez] 24/11/2010 08:14

Anybody worked out what benefit we can derive from the sale of the subsidiary.

Presumably along with JOHN TEELING they are cleaning up the company for something a little more positive than JAT