Dekel Agri-vision Share Discussion Threads

[chadders] 20/10/2021 17:37

It's still a ridiculous SP, well below January's high. It remains some distance off the 17p when we were'nt making as much profit, the CPO price was way lower, there were only early thoughts on Cashews and we were some way off RSPO certification - there were fewer shares though. Been two or three years of buying opportunity mind you ;)

[hrvey8888] 20/10/2021 12:44

Check out price move last Oct/Nov/Dec. Stock well bid, CPO price in secular uptrend, MPE and others already moving. I have no crystal ball but my gut is not too bad.

[royalalbert] 19/10/2021 16:49

Nice move more of the same please.

[hrvey8888] 19/10/2021 16:31

Maybe today

[hrvey8888] 19/10/2021 16:08

Nice to see MP Evans on the move. Dekel will happen it’s just a question of when.

[rivaldo] 19/10/2021 15:27

Cheers! Nice move up this afternoon. Yesterday the CPO price moved back up to even nearer its 10-year highs:

[royalalbert] 19/10/2021 10:15

Fair point regarding the 50 days.

[rivaldo] 19/10/2021 09:59

Good to see a tick up after just a couple of relatively small buys - hopefully this means the supply of stock has dried up.

The long-term chart is continuing its (very!) slow uptrend. The next CPO production update should be around the 10th November - which would be perfect timing to announce the first cashew production, as it would be exactly 50 days after the 21st September interims as DKL stated.

Although it would be even better to get the cashew production RNS ahead of that - it would be good to see DKL underpromising and overdelivering on this front.

[royalalbert] 18/10/2021 16:40

Hopefully!!!

Will receive an update with the October palm oil production I would have thought.

[chadders] 17/10/2021 22:26

3 weeks or so now to cashew nut production. Bring it on!

[royalalbert] 15/10/2021 16:19

Well I'm holding a million of these now, time to let it roll.

[mr doughnut1] 15/10/2021 11:46

REA Holdings up another 11% this am.Us next.

[tradertrev] 14/10/2021 09:46

Looking forward to full RSPO certification of the CPO business. DKL then becomes a sustainable energy play as well as an agricultural commidity play. 2 powerful tailwinds for a cheap share in an inflationary environment.

[royalalbert] 13/10/2021 19:15

Patience the name of the game here.

[rivaldo] 13/10/2021 12:07

CPO prices as of Monday continue to be settled at around 10-year highs:

[rivaldo] 11/10/2021 14:32

Six 375,000 trades and a 391,667 at 4.75p reported on Friday and today which I'm assuming are sells, i.e around £125k of stock. Hopefully that's cleared out the seller in time for further cashew plant news.

[rivaldo] 08/10/2021 13:35

Around £45,000 of buys so far today, including a 250k and a 332k, and no movement yet - must be a seller out there drip-feeding some stock.

I've taken the opportunity to top up with a smidgen more since there may not be much more time to do so at these levels.

[rivaldo] 08/10/2021 08:21

An excellent update overall once again, with CPO prices up 76% year on year - and still rising. CPO production is also up, and PKO and PKC continue to look very healthy.

Lots to look forward to - Arden expect "meaningful output" for the new cashew plant in October - this month - and are hopeful for an update on this soon.

It's notable that DKL now feel ready to highlight that the record high CPO prices may well have a rather positive impact on the forthcoming high production season, particularly as the 6-8 week delay in those prices affecting local markets now takes that high pricing into December....

"Over the last few days, international CPO prices have been trading at all time record levels. Should prices remain in this range we are well positioned to further improve on our 2021 record financial high season in 2022 which commences in around 3 months

Lincoln Moore, Dekel 's Executive Director , said: "We are pleased by the continuing growth we have seen in our CPO production during Q3 2021 . Given global CPO prices are currently trading at an all time high, we are very well positioned to continue this strong period of financial growth into 2022"

[pugugly] 08/10/2021 07:48

New Arden note out - DCF valuation at 9.5p

[outlawinvestor] 08/10/2021 07:28

Around 7.5m Euro for the 3Q, I'm happy.

Yep, good financial result. More than double Q3/20 (€3.3m), more than all of H2/20 (€6.9m).

Still the company must remain vigilant to the underlying issues behind the lower-end extraction rates recorded over the last 5 quarters and revert back to extraction above 22%.

[chadders] 08/10/2021 07:16

Fantastic Q3 update. Will it move the share price though? Been very stubborn this year so far.

[royalalbert] 08/10/2021 07:15

Around 7.5m Euro for the 3Q, I'm happy.

[royalalbert] 07/10/2021 16:40

TT I'm with you, sometimes better to stick with what you know.

[chadders] 07/10/2021 15:52

Cotton is my guess...

[tradertrev] 07/10/2021 15:42

Personally I'd prefer some cash return on cash invested before we shell out loads more cash on another period of investment. Shareholder returns haven't been great over the years and we're still below water on the last placing.