Dekel Agri-vision Share Discussion Threads

[dibs61] 18/11/2015 12:10

You just have to do some research here and see for yourself. Rapidly improving fundamentals. Company moving significantly into profit. Probable bonus of El Nino effect on CPO prices to chuck in as well.

[here and there] 18/11/2015 11:57

management have been doing a great job here. a genuine, great little company that is going places

[mach100] 18/11/2015 11:19

Hi Molatov and Dibs, the market is reaffirming what you say. Miton got in at an excellent price and the share price is gaining some traction. We just need the debt to be restructured and the fact that DKL is profitable at EBITDA level should certainly improve the bargaining power of the company. Furthermore there other initiatives announced this year like land expansion in Ghana and the World Bank collaboration which will show longer term to be very shrewd moves and not yet factored in to the share price Very pleasing update today with sales already underway and a SIGNIFICANT uplift to profits due next year. Thumbs up!

[molatovkid] 18/11/2015 09:07

In for a few myself, good developing company by the looks of things and with Miton buying in. this just rubber stamps what I've thought all along.

[here and there] 18/11/2015 08:55

mossy112….it is true…try doing a little reading

[mossy112] 18/11/2015 07:35

Maybe because it isnt true and you are spouting this rubbish for your own gains?

[proactivest] 13/11/2015 15:18

Video interview with Miton's Williams re: Dekeloil



Gervais Williams, veteran fund manager and small-cap stock specialist at Miton Group (LON:MGR) explains why he still believes the UK’s AIM market offers the best growth prospects for long-term investors.

FTSE 100 companies and other large cap players around the globe which thrived during the credit boom have struggled since and will continue to do so, he reckons.

Meanwhile, Williams claims the best opportunities are to be found in smaller, cash generative firms with a progressive dividend policy.

This week Miton Group took a 3.35% stake in the palm oil specialist DekelOil (LON:DKL). Williams also favours HR specialist Penna Consulting (LON:PNA).

[here and there] 11/11/2015 08:28

fund manager of the year 2014

[daithedeath] 11/11/2015 07:27

Positive RNS this morning imv

[here and there] 10/11/2015 13:22

Looking forward to see who sold and bought last week. looks like over 3% of the company changed hands in one trade

[mach100] 06/11/2015 09:21

Good posts empire. Massive volume yesterday and yet no RNS so maybe yesterday's buyer is not finished. There was a buy recommendation in Shares Mag on the back of a broker recommendation with the possibility of 70% upside noted. Seems a steady stream of buyers at 1.07p today. News in the KPO production can't be too far away and should add to the bottom line. The price of CPO has come off a little to $555t but we know that DKL gets a premium and also has no freight or insurance costs. Promising!

[empirestate] 05/11/2015 12:07

from 22nd October news
Outlook for palm oil prices 'friendly', says Sipef
Plantations group Sipef flagged a "friendly" outlook for palm oil prices, helped by a tighter outlook for Indonesian supplies, as it signalled that a policy of holding off sales of the vegetable oil had paid off.

The bananas-to-tea producer said that it was "reasonably confident" of prices extending their recent rally from multi-year lows hit in August, although raising doubts of prices returning to "levels experienced over the past few years".

The forecast for a continuation in the headway which has seen Rotterdam values recover from $480 a tonne in late August to $570 a tonne this week reflected in part the double whammy to Indonesian output prospects from El Nino, which has a history of causing regional dryness, and smog.

The haze, caused by slash-and-burn land clearance, "could impact photosynthesis" of oil palm trees, so undermining yields, Sipef said, highlighting a "slight slump" since last month in palm oil production at its own Indonesian plantations.

'Bullish story'

The comments follow a downgrade on Wednesday by 500,000 tonnes, to 33m tonnes, on Wednesday by the Indonesian Palm Oil Board in its forecast for Indonesian palm oil output next year, although that would still represent an improvement on the 31.5m tonnes expected for 2015.

And Sipef also flagged the potential for increased domestic demand, with Indonesia's government "finally showing its intent" to act on plans for raising from 10% the level of biodiesel, made from vegetable oils such as palm oil, which must be blended into transport diesel.

"Both the production slowdown and Indonesian biodiesel consumption will be the major factors to watch," the group said.

"This could become a bullish story and we will see how the abundant availability of liquid oils, like soybean, sunflower and rapeseed oil, dampens this potential price rally", with vegetable oils to a large extent interchangeable.

"The current outlook for palm oil in itself is friendly."

Pricing binge

The comments came as the group revealed that it had accelerated sales of palm oil for shorter-term delivery, selling into the rising market, and had now priced 94% of its expected output for this year, compared with 63% in late August – meaning 31% of the crop was hedged in two months.

That took hedging progress ahead of that a year ago, when Sipef had sold 89% of forecast annual production by now - only a further 10% of the crop from that priced two months before.

Nonetheless, the group hinted that it remained a slow seller further ahead into 2016, saying that values have "not yet reached a level that we would wish to proactively stimulate forward sales contracts".

Palm oil vs soyoil

Separately, Rabobank hiked its forecasts for Kuala Lumpur palm oil futures by up to 150 ringgit a tonne, citing "ringgit weakness and dry weather".

However, the forecasts - which saw prices on a quarter-average basis peaking at 2,400 ringgit a tonne in the April-to-June period - remained a little below the futures curve.

"Weak demand and the narrow price spread to Chicago soyoil are expected to keep the pressure on palm prices," the bank said.

While Chinese data on Wednesday showed soaring palm oil imports last month, buy-ins were seen slowing thanks to a large build-up in port inventories of the vegetable oil, seen rising 10% to 750,000 tonnes last month.

[empirestate] 05/11/2015 12:01

should hear some news shortly considering ''The KCP has been built in line with the Company's strategy to increase sales and profitability via the sale of Palm Kernel Oil and Palm Kernel Cake. The KCP is on course to commence commercial operations in the next few weeks'' from 19th October.

Keep em peeled folks

[here and there] 27/10/2015 10:33

nice buy and a decent uptick, looks like its on the way up

[here and there] 09/10/2015 06:45

[...]


dekeloil gets a good mention

[busters] 17/9/2015 10:39

Reported on Bloomberg this morning, " palm oil crops at risk " smog in Malaysia and Indonesia could have the effect of reducing crop yields,prices are hardening. There is also the possibility the El Nino effect could increase prices. In 1997/98 El Nino similar to the one forecast this year caused prices to double.

[mach100] 02/9/2015 17:37

Looks a bit battered recently but hopefully we can pick up once the market woes subside. I am still confident in this but we need the story to get out. Rescheduling of the debt would obviously help and I hope that is the next milestone to be achieved shortly. BHA looking good so far

[bhafc5] 19/8/2015 09:09

Having 5 season tickets every year does show optimism ! Let's see whether this sat goes well . Dkl seem slow to accept positive news .

[mach100] 18/8/2015 20:43

Very pleasing update today I must say! Looks like a very crafty deal by the company. These partnerships defray costs and underline the ethical approach of the company. It is nice when an ethical approach puts the company in pole position to capitalise on opportunities. Looks like a a mutually beneficial situation and of course the improvements in roads and supply will really help establish DKL in the region. Given that it is a pilot and due to start shortly there must be scope for further expansion. BHA looks like you owe Mr Hughton an apology for your scepticism. 100% record as we speak!

[bhafc5] 03/8/2015 15:27

Trade buy on Friday still not showing , established they were purchased ! What's the game ?

[bhafc5] 03/8/2015 15:19

Chris Hughton seems good guy and perhaps with more funding could do well ! Ty

[mach100] 03/8/2015 15:09

Fair play BHA. Not too convinced myself either but was revered at Newcastle, Birmingham and to some extent at Norwich. Mid-table is ok for a nearly relegated side last season. Back on topic, has your trade shown up?

[bhafc5] 03/8/2015 13:51

Mach100 still undecided on Hughton , if he had a bigger budget he could make better choices . This season will tell . Pundits believe we will end mid-table . Ty

[mach100] 03/8/2015 12:26

Anything on ISDX? Are you pleased with Chris Hughton? Great player for Ireland.