Dekel Agri-vision Share Discussion Threads

[outlawinvestor] 24/12/2020 21:21

CPO $1030 yesterday, PKO $1300
hxxps://palmoilanalytics.com/price/crude-palm-oil-cif-rotterdam/
hxxps://palmoilanalytics.com/price/crude-palm-kernel-oil-cpko-cif-rotterdam/

[rivaldo] 23/12/2020 10:01

I like DKL, as not only is it primed to benefit in its imminent high season from rocketing CPO prices, but it's also about diversify into higher margin and less volatile cashew nut production.

Plus it's a reasonably tightly held microcap, so the upside is that much greater when the market latches on.

[riskvsreward] 23/12/2020 09:24

Which one out of the CPO plays is the best placed to benefit from the CPO recovery, dkl, re., re.b, aep and mpe?

I hold aep, re. and re.b. with aep safer being profitable and debt free and re. more leveraged and speculative.

[rivaldo] 23/12/2020 09:11

The Rea CPO price chart won't be updated now until January.

But this CPO futures chart shows the price is still rocketing upwards and is at new highs today:

[basem1] 21/12/2020 13:34

Just a bit of profit taking on a weak day in the markets Onwards and upwards

[pugugly] 21/12/2020 13:31

Looks like a sell tip out there - No reason to sell just as the UK is locked down that I can see.
Thoughts?

[mr doughnut1] 20/12/2020 11:22

Don't know if this has been posted https://www.theafricareport.com/39810/cote-divoire-process-cashews-to-fight-the-smugglers-say-dekel/There is also a further 2 links down the page that may be of interest, nothing to in-depth but gross margins on cashews appear to be 10 percent higher than palm oil, 35% v's 25%.

[pugugly] 19/12/2020 11:15

A very very long term risk - "a synthetic alternative "

but I suspect that most of us will have passed on before it comes to pass!!

[tradertrev] 17/12/2020 08:43

3. Not me, but if there was a placing it would only be to accelerate investment into projects, which typically have been on value-accretive basis, so not especially worried about the idea. Ask again at 10p :)

[mfhmfh] 16/12/2020 19:25

1. Wet season in Africa is over. Hence, likely the good weather.

2. I'm waiting for the RNS stating the final shipment of Cashew processing equipment has left Italy. Last RNS regarding this said shipment 3 out of 4 had left Italy.

3. Does anyone think this share price rise (which I'm very happy with) is a prelude to a placing?

[tradertrev] 16/12/2020 18:59

Weather looks nice!

[rivaldo] 16/12/2020 16:22

Excellent spot Outlawinvestor, cheers. Moving up yet again now after buying at 4.7p....

[outlawinvestor] 16/12/2020 15:04

New construction video uploaded:
According to the commentary the building should be handed over tomorrow with containers arriving for installation... great to see it is progressing well.

DKL should update soon on their debt refinancing which was planned to happen this H2 but it won't surprise me if delayed into Q121.

[basem1] 16/12/2020 12:42

Sit back and enjoy the ride

[basem1] 16/12/2020 12:34

There's a clear large gap up on the chart to almost 8p so pretty obvious really

[chadders] 16/12/2020 12:14

When the mms don't want the shares £10k trades are a big deal. Clearly not the case right now.

[2vdm] 16/12/2020 12:09

Although 171K buy was interesting it has been more than matched by a 238K sell at 10.15. What's surprising to me is that the share price continues to head north on such relatively low volumes, which is very encouraging. Hopefully the news is spreading about CPO prices and the anticipated high season due shortly, as well as the commissioning of the cashew processing plant in March 2021.

[chadders] 16/12/2020 10:22

Very promising and still some way to go methinks. NAI

[rivaldo] 16/12/2020 09:41

Nice 171,000 share purchase just reported at 4.375p - nicely above the 4.3p full offer price. Very keen.

[rivaldo] 16/12/2020 08:36

CPO prices are still around those multi-year highs at $940 as of Monday:

[basem1] 15/12/2020 13:24

On the cusp of a major breakout here.

[hrvey8888] 15/12/2020 13:17

10,000 offered at 4.2p plus a bid of 4.01p for 350,000

[2vdm] 15/12/2020 07:57

Yes, bodes well and here's hoping the prices stay up over the next few months.

[chadders] 14/12/2020 12:30

A very positive sign if we close at or above 4p on moderate volume methinks.

[rightnellie] 14/12/2020 09:52

Highest Price now being achieved for palm oil since Feb 2011