Dekel Agri-vision Share Discussion Threads

[mr doughnut1] 07/10/2021 14:41

New tweet from the companyhttps://twitter.com/dekelagrivision/status/1445668197982621701?s=21My money is on rubber but let's wait and see.This is just about as exciting as commodities get.

[royalalbert] 06/10/2021 15:13

Palm oil looking good for awhile yet it seems.

[royalalbert] 06/10/2021 14:38

Mr D cannot see why we are down here, but still adding and we should turn.

[mr doughnut1] 06/10/2021 14:35

REA holdings seems to be bucking the trend - up 11 percent as I type. Hopefully us soon.

[royalalbert] 06/10/2021 11:28

TT nothing else to be said, realisation will kick in eventually with people.

[tradertrev] 06/10/2021 08:58

Not sure about $ price but a substantial new all time high in CPO price in Malaysia

[royalalbert] 05/10/2021 08:43

Must surely start to attract buyers.

[royalalbert] 05/10/2021 08:37

All bodes well.

[rivaldo] 05/10/2021 08:13

New 10-year highs for the CPO price now.....

[royalalbert] 30/9/2021 13:19

Should be a bit more.

[rikid2] 30/9/2021 12:39

Don't moan, just keep buying at these prices. Should be twice the price this time next year.

[royalalbert] 29/9/2021 13:23

Nice Post Rivaldo.

[rivaldo] 29/9/2021 10:52

Great to see Gervais Williams so positive about DKL in this interview from last week:



"Q6: Another one of your companies is sustainable producer Dekel Agri-Vision plc (LON:DKL) . They seem to be doing really well with record production levels, high palm oil prices, and soon to launch a high-margin cashew business. Now, it seems to be trading at a low price of 5p currently, what are your thoughts on that?

A6: I think the issue about that is when you’re talking about some of these oils, palm oils and such-like, is that there’s real worries that we’re reducing jungle or wild forest to put up more production of these areas. In this case, Dekel Agri-Vision, which is not operating in Malaysia, it’s actually operating in Africa where they’re not removing forest at all, they’re taking areas which are largely not very productive and putting them into production to produce palm oil, and they’re producing in a very sustainable way. A lot of companies now are looking to only buy sustainable palm oil rather than palm oil from other areas.

All of this is good news because, again, it’s about addressing the mix between the needs for the global economy and the need for wild forest and all the diversity that comes with it so it’s very overlooked, I agree, and they’ve moved into cashew nuts, they’re taking cashew from local area as well.

So, it’s a company which is generating quite a lot of cash, and that’s the kind of characteristics we look for, we aren’t looking for companies which is just going to do something good, they need to generate cash so they can invest and ultimately grow their businesses and become more meaningful on a global stage."

[rivaldo] 29/9/2021 09:11

The CPO price is again right back up to the near ten-year highs:



Given the time lag in DKL's markets, DKL will now benefit from these prices for at least until the end of November.

[chadders] 22/9/2021 19:59

Good spot ROYALALBERT. We do need a step change in CPO production and maybe this will start the process.

[royalalbert] 21/9/2021 22:32

I like this statement from the chairman.

"As previously reported, 2012 saw the start of a major multi-year planting programme in the region. It takes on average 6-8 years for plants to mature, so we are now entering a period where this planting should start to bear fruit".

[rivaldo] 21/9/2021 14:19

....DKL just needs a little coverage and patience. Micro-caps like this will suddenly move up 25%-50% just when you least expect it.........

Good to see the share price moving back up this afternoon.

[pugugly] 21/9/2021 13:56

Marke reaction a very big yawn............................................
or is it the Africa effect?
Agreed all looks very promising but...............

[rivaldo] 21/9/2021 11:04

Mark Watson-Mitchell at Master Investor has been a good supporter here recently - he should come up with a bullish write-up given the excellent results and outlook.

[royalalbert] 21/9/2021 10:14

Not on the radar of most peeps yet. Need more liquidity, share write ups would be most beneficial.

[2magpies] 21/9/2021 08:56

Indeed.

And that chart does suggest, to me, that the share price wants to escape...

[cheshire man] 21/9/2021 08:24

Excellent results I see :-)

[rivaldo] 21/9/2021 07:47

Arden retain their Buy and 9p target price - but they note that they may need to increase their numbers "should the pricing strength continue" - which it has through H2 to date and is likely to continue.

It's worth noting that they see 1.4c EPS, or around 1.25p EPS, for 2024 once the cashew plant is at full capacity.

Thus in H2'23 looking forward a share price of say 15p would be in order here even on a P/E of only 12.

And that's without progress on the various other projects being assessed.

[hastings] 21/9/2021 07:30

Indeed rivaldo, much to like, should be interesting to see how it's received in the current market climate. Hughie Green moment perhaps! (Showing my age lol)