Dekel Agri-vision Share Discussion Threads

[2vdm] 19/11/2021 07:48

Thanks RA. I think this is a great company and it gives comfort to see someone like MO also taking that view. Next 2 years should be great as long as the geo-political situation remains stable, given that DKL is Africa based and so noy everyone's choice

[royalalbert] 18/11/2021 23:21

Think you will see that MO is still buying, at the last holdings RNS he had acquired an extra 2.5m.

There was a buy of 2.5m on the 16th, also a buys of 500k by the looks of it. The large sell today didn't move the price, I'm thinking a 500k buy will be reported tomorrow or on Monday. This will leave him with 1m to buy before he needs to report holdings above 5%. He could of course report an increase if he so wishes, although I have a feeling he will wait until an extra 1m is obtained before the next production figures.

[hrvey8888] 17/11/2021 19:18

Reduced expectations for 2022 based on the delay in cashews. Guess everything else is backed out of a DCF on cash flow.

[royalalbert] 17/11/2021 19:07

Arden can have a price target, I can have a price target, at the end of the day it's results which will have the desired effect.

Lets see were we are at the end of the year.

[tradertrev] 17/11/2021 18:46

How do they justify the 22% decrease in price target? Last seen their palm oil price assumption was incredibly conservative and very little in for cashews. Has there been an error?

[hrvey8888] 17/11/2021 17:32

New note from Arden with 7p price target. Down from 9p but none the less significant upside from here.

[royalalbert] 15/11/2021 21:00

Will be interesting if other investors who know the name begin to cast an eye over the company.

[royalalbert] 15/11/2021 19:27

Well he's not buying for the fun of it I'm sure.

[rivaldo] 15/11/2021 15:52

RNS - Matthew Orr (see above) has bought more. He now owns 4.02% with 21.522m shares, so has bought another 2.5m shares:

[royalalbert] 11/11/2021 20:38

Perhaps they can see an undervalued and unloved company, if so a few or us here are in good company.

[ptolemy] 11/11/2021 17:13

Turns out Orr and his wife purchased Roman Abramovich's $20m house in LA. She is the niece of Walmart founder and she is a well-known film producer in the US. Given they could chose any investment in the world, I find it interesting that they've chosen DKL...

[the big fella] 11/11/2021 13:08

Looks like he has been mopping up stock for a while

[rivaldo] 11/11/2021 11:08

Interesting RNS just out - Matthew Orr via Killik and Co. has taken a 3.55% stake in DKL, i.e 19.02m shares:



It so happens that he's the original co-founder of Killik (and of Sharegift). He should know his onions:

[2vdm] 11/11/2021 07:53

Storm in a teacup really. Value will out next year onwards imo.

[tradertrev] 10/11/2021 11:01

I've always applied a healthy discount/delay to any numbers/timeline that LM mentions. Tends to reduce the emotional ups and downs!

[royalalbert] 10/11/2021 10:11

Depends if the supplier guaranteed the parts. Covid has totally messed up supply lines.

[chadders] 10/11/2021 09:51

Been in it for a long time and have a 6 figure investment. I believe in this company and it's ambition, but making specific promises that aren't met is too much of a recurring theme. How can any responsible CEO make a 50 day promise when he aint got all the stuff he needs to make sure it happens. It calls into question his judgement.

[2magpies] 10/11/2021 09:07

I wonder if it was a 'Norman' who just bought 1,066 shares!!

[2vdm] 10/11/2021 08:51

Well he's probably learnt from it, but it really doesn't change the fundamentals if you are in this for the longer term. I've just added another 50K, as I think it will continue to recover in Dec and onwards, particularly with CPO prices being at these levels and the main season just around the corner. Far East still struggling and so I think it bodes well for DKL.

[chadders] 10/11/2021 08:23

LM guilty of over promising and under delivering again. Wearing a bit thin now with me. Will we ever get an upside surprise? It's clear from the share price that the narrative has turned DKL into a struggling cashew start up business. Stellar CPO news just falls on stony ground. That's all down to LM.

[2vdm] 10/11/2021 08:07

Excellent results re palm oil as we enter the main season and not long before we get more news about cashew processing. Fingers crossed for Dec 10th news.

[royalalbert] 10/11/2021 07:25

Yep agree, as I have stated before expecting a profit for the second half, which will be excellent in my opinion.

[rivaldo] 10/11/2021 07:13

Well, both October production levels and sale prices are terrific and hugely up on last year.

The cashew delay for another month is frustrating, but hardly unexpected with the global supply challenges we all know about. DKL shouldn't have announced such specific repeated commencement dates and should have just left it at "late H2".

Nevertheless, the core business is motoring along and should produce excellent figures for the year - with the outlook being equally rosy for the coming high season at these price levels:

[the big fella] 10/11/2021 07:10

Great news on the palm oil front. 4/5 week delay in cashew production a shame but not that significant in the scheme of things. They have met a few “challengers”