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Share Name Share Symbol Market Type Share ISIN Share Description
Dekel Agri-vision Plc LSE:DKL London Ordinary Share CY0106502111 ORD EUR0.0003367 (DI)
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 4.75 4.60 4.90 4.75 4.75 4.75 43,011 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Food Producers 20.1 -1.9 -0.9 - 25

Dekel Agri-vision Share Discussion Threads

Showing 2801 to 2824 of 2975 messages
Chat Pages: 119  118  117  116  115  114  113  112  111  110  109  108  Older
DateSubjectAuthorDiscuss
07/4/2021
10:09
You did well there basem1. Last year Q1 update was on the 9th April so a chance we could hear something before the weekend. Agree with rivaldo though it's likely to be Monday. Still below the 5p placing and primarybid offer but encouraging to see the tickle upwards.
chadders
07/4/2021
09:35
Yes that was my 150k buy earlier Had a few weeks away from this one but it is looking better now.....and looks cheap ebitda v market cap
basem1
07/4/2021
08:56
Very much looking forward to the update. Hopefully it will be on Monday to help the momentum to continue into Tuesday and the rest of the week.
rivaldo
06/4/2021
09:51
Yes, it could spike up again over the 5p mark, maybe it will hold there this time, especially as the Palm oil price is so high.
rikid2
29/3/2021
07:57
Agree and the monthly updates will help.
2vdm
28/3/2021
16:21
Very happy to be holding a decent position in DKL. The fundamental stars are all aligned. The market will catch up one day.
here and there
26/3/2021
11:38
CPO futures continue to storm up to multi-year highs: Https://uk.investing.com/commodities/crude-palm-oil-streaming-chart
rivaldo
25/3/2021
10:53
Dekel Agri-Vision @DekelAgriVision ยท 10m Our portfolio includes the established palm oil operations at Ayenouan, which are well placed to benefit from high global crude palm oil prices during the current peak harvest season in Cote d'Ivoire Our additional growth plans include adding a third commodity to our portfolio Https://twitter.com/DekelAgriVision/status/1375035060542406659/photo/1
cheshire man
24/3/2021
15:50
A new high for CPO. https://www.rea.co.uk/websites/reaholdingsplc/English/2450/cpo-price.html Current share price is laughable. Stunning news each time we have an update this year, yet the price has fallen 25% since Jan....
chadders
23/3/2021
16:44
Yes a positive for DKL into the future and thanks Riv. What I didn't fully understand was "The path of consumption will be affected by the speed of recovery of the hospitality sector, notably in India, which is a significant consumer of palm oil." Presumably they are suggesting that it's used a lot in restaurants etc in India. However, surely some/maybe a lot would have been mitigated by an increase in domestic usage, with more people eating at home?
2vdm
23/3/2021
08:27
Today's results from MPE are most important in respect of their rather bullish commentary on the palm oil price: "Palm-oil market The CPO price at the end of December 2020 stood at US$1,035 per tonne, a level last seen in July 2012" "The price of CPO climbed in the second half of 2020, ending the year at a price of US$1,035 per tonne cif Rotterdam. This strong level carried over into 2021. In the first two months of the year it has mainly stood above US$1,000, and indeed from the beginning of February 2021 climbed further to reach US$1,100. The price was influenced by higher export levies introduced in Indonesia. It is also likely that exports from Indonesia in December 2020 may have been boosted by trade brought forward from January in order to avoid potentially higher levies on exports in 2021. Nevertheless, stocks of palm oil were at low levels at the end of 2020. A recovery in palm-oil production is expected in 2021, although the extent of this may be limited by continuing labour shortages arising from travel restrictions imposed to control the spread of Covid-19. The path of consumption will be affected by the speed of recovery of the hospitality sector, notably in India, which is a significant consumer of palm oil. In the longer term, insufficient levels of replanting in Malaysia and a reduction in new Indonesian planting are likely to curb growth in production. Notwithstanding the uncertainties surrounding Covid-19, the board is of the view that palm oil, because of its high yield and low cost of production, is well placed to benefit from increasing demand for vegetable oil and hence that the outlook remains encouraging."
rivaldo
22/3/2021
13:49
I've been sent an article on DKL which was in yesterday's Sunday Express - unfortunately it doesn't seem to be online. It notes that DKL are benefiting from both high CPO prices and a strong start to the production harvest season, and DKL are "on track for record results". The CEO is quoted as saying that, with cashew processing due to go live in Q2, "Cashews should be almost immediately cash-positive. It has the potential to be a bigger business than palm oil (for us)." And "Moore added that Dekel plans to diversify into two more commodities".
rivaldo
19/3/2021
08:48
The last RNS mentioned the export opportunities: Dekel continues to assess export opportunities to achieve even higher PKO prices So we have locked in prices at 800 €/tonne for local sales and sold down stock from the vats to capitalise on current strength. That underpins profitability. Then any production expansion that takes us beyond local requirements means we can benefit from the export market pricing. I like that we'll be getting monthly updates - gives great visibility. Plus the RCN ops to come on stream...then the mystery '3rd commodity'. I was impressed with Lincoln Moore and his last update. Plus the great ownership/commitment to the business. Looks like a solid long term play.
gb904150
19/3/2021
08:23
Palm oil price retreats....but we have locked in very close to the peak. Clever chaps!!
tradertrev
17/3/2021
15:59
Interesting thought dropside. As tradertrev says RSPO certification is for the global market. LM also anticipates a premium when offered to the ethical segment of the market.
chadders
17/3/2021
15:36
They're not doing all that work on gaining the sustainable palm oil certification just to keep selling everything locally.
tradertrev
17/3/2021
12:33
If the local price and the world price difference widens, I wonder at what level exporting CPO becomes worthwhile? DKL must have this on their radar.
dropside
17/3/2021
09:52
For interest only. Still very positive for CPO out there, now $1160 a tonne... https://www.rea.co.uk/websites/reaholdingsplc/English/2450/cpo-price.html
chadders
15/3/2021
17:06
Good point Mach100, thanks. Still interesting to know the broader picture though I reckon.
chadders
15/3/2021
13:49
Afternoon Chadders. It is only fair to point out from now that DKL is decoupled from the CPO price as per the recent RNS. It could go up x10 and unless company policy changes it will make no difference. It will be a useful hedge if the price gets skittled. I am a holder myself and enthused by the various prongs.
mach100
15/3/2021
13:34
CPO price still on the up https://www.rea.co.uk/websites/reaholdingsplc/English/2450/cpo-price.html
chadders
14/3/2021
14:47
mr doughnut - I think it is a good idea. I've had similar thoughts especially for multiple timeframe charts with volume as liquidity ramps up into H2 and beyond. Something similar to https://uk.advfn.com/cmn/fbb/thread.php3?id=46532907 with smaller charts for reference commodity prices or ETF/index trackers and links to price providers like REA, PalmOilAnalytics and others. Alternatively Wiganer could add more to the header here if he/she still follows this thread.
outlawinvestor
14/3/2021
09:44
Cheers for the link to the presentation Riv. Just a thought - Does any one else think we need to start a new thread, perhaps not until the cashew production plant is operational? We could incorporate a link to the Rea website CPO graph and do the same for Cashews. A new thread would perhaps reflect the multi commodity business that DKL is set to become and remove the focus on palm oil.
mr doughnut1
12/3/2021
22:01
Thanks rivaldo. A simple and effective presentation about the company, where it is currently and quite a bit about the future. I hope we will hear more about the next leg of production, whatever crop they have in mind, with renewable energy as a 4th. Importantly, they look like they will soon get the RSPO accreditation re ESG which will attract buyers who may be feel more obliged nowadays to look at accredited sources, which bodes well for DKL who are in that space. Palm oil prices still high and half way through the season, so hopefully sales will exceed the 2017 record year and the cashew mill due to be commissioned and working in July. A lot going on and all in the right direction so far.
2vdm
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