Dekel Agri-vision Share Discussion Threads

[rivaldo] 07/5/2021 14:51

Good to see a tick up - and the buy price moving up to 4.99p - before Monday's update.

[tradertrev] 07/5/2021 08:14

CPO price seems to have gapped up this morning!

[chadders] 06/5/2021 14:58

I think the videos answer the question of the whereabouts of the third shipment from Italy...it looks like it's in CdI bolted down and connected up...

[mr doughnut1] 06/5/2021 14:26

I too am looking forward to your write-up.I always find your articles well written, balanced and fair.LM has certainly been out there banging the drum.Hopefully consumers will ultimately realise what a great product palm oil actually is, when produced in a responsible, well managed way.

[rivaldo] 06/5/2021 12:07

Excellent news hastings - looking forward to both Monday's update and your write-up!

Meanwhile, two new videos yesterday from DKL about the cashew plant build-out - everything seems to be going smoothly:

[hastings] 06/5/2021 11:38

Enjoyed a good chat with Lincoln and will add my write up after the monthly production update on Monday.

[mr doughnut1] 05/5/2021 18:05

Looks like DKL starting the process of testing the cashew milling equipment. https://twitter.com/dekelagrivision/status/1389937827308318721?s=21

[rivaldo] 05/5/2021 07:46

The monthly updates are usually on the 8th or 10th, so I'd guess next Monday but will hope for this Friday :o))

From Business Insider:



"Palm oil, which is in a majority of those packaged products, also saw its prices climb, according to the Financial Times. That's due to yet another labor shortage; the industry had already been contending with finding more sustainable production methods."

[rikid2] 04/5/2021 14:41

Trading update due this Friday or next Monday, it will be FAB.

[outlawinvestor] 04/5/2021 13:02

Green News: Biome Technologies, Symphony Environmental, Dekel Agri-Vision, Jubilee Metals Group and Ilika plc

Theo Bache, Research Analyst at Arden Partners noted: “We are greatly encouraged that Dekel have reported positive incremental numbers on all their production and sales numbers for the quarter vs Q1 2020. Dekel are in the midst of a fantastic high season and the leading Rotterdam price is filtering its way into their local market and Dekel are capitalising on this with outstanding production numbers.

The outlook is bright for Dekel. I am impressed by the quality of management whom I have spoken to, they have a clear and straight forward approach; be a first class diversified operator in the region, execute on the key fundamentals and look after the smallholders in a competitive market. As the company approaches profitability this year and making good on their promises, I believe that Dekel offer investors a very reasonable price for a diversified commodity pure play. Both Cashews and Palm Oil have structural drivers with little correlation and so I see the increasing cashew nut processing plant utilisation this year as a short term growth catalyst.”

[2vdm] 04/5/2021 11:09

I've emailed the company to ask how many days the 3rd and final delivery of the cashew processing machinery is delayed and when they now anticipate initial commissioning.

[chadders] 30/4/2021 15:09

Excellent news hastings. Welcome btw.

[hastings] 30/4/2021 13:38

Looks like I'll be speaking with the company at the end of next week, so I will add a write up as mentioned previously.

[balcony] 29/4/2021 15:31

basem1-Like it.

[rivaldo] 29/4/2021 15:26

Nice intra-day turnaround. Hopefully the start of another run-up.

[basem1] 29/4/2021 12:21

Welcome aboard Hastings Could you give me a Qoute for insurance on a Jaguar XE R sport please ?

[chadders] 29/4/2021 09:46

A new high for CPO at $1255 per tonne CIF Rotterdam..

[mr doughnut1] 28/4/2021 15:47

I'll second that. Nice to have your company here.Have emailed the company regarding a possible source for the price of raw cashews. Also enquired how the last shipment of the milling equipment was proceeding.Don't know if I will get a response.

[rivaldo] 28/4/2021 15:17

Welcome hastings, great to see you buying in here. Looking forward to your usual excellent write-up on the company.

[hastings] 28/4/2021 14:37

New entry for me, nice to see some familiar names here!Hoping to arrange something with the company for a write up.

[chadders] 28/4/2021 14:19

Yes that 2.9 million sell that went through yesterday (reported late) has probably been holding this back.

[rivaldo] 28/4/2021 13:53

Looks like a net 635,000 of buys today has perhaps cleared an overhang....

[2vdm] 27/4/2021 07:38

Yes, CPO at an all time high yesterday

[rivaldo] 27/4/2021 07:33

Enocuraging comment from REA Holdings' Annual Report this morning....

"CPO prices expected to remain firm at or around current levels with growth in global demand for vegetable oils outstripping the growth in supply"

[chadders] 26/4/2021 18:16

Yes a very welcome uptick. We've suffered a 3 month downward trajectory despite massive improvements in the business and the market.