Dekel Agri-vision Share Discussion Threads

[ptolemy] 07/12/2021 16:29

Highest daily volume on a up day in 10 weeks.

[chadders] 07/12/2021 16:01

Only another 1p and we'll be back to where we were at the start of the year...

[chadders] 07/12/2021 15:58

I'm not aware of any new tips for DKL, rivaldo normally sniffs them out...

[farukequity] 07/12/2021 12:04

IMHO there is one only thing these guys need to do right now - execute.They are in the right place at the right time, given palm oil prices and market forecasts. If they can deliver on their plans & promises, starting with cashew production this month - we're looking at proper re-rating.If they fail though, it's an automatic sell for me. All eyes on RNSs over the next couple of weeks.

[dunns_river_falls] 07/12/2021 11:50

Buys ahead of cashew production start up news hopefully. I am sure I read that revenue from nuts will end up being more than palm oil revenue in a few years. Easy to expand if all goes well. Exciting times.

[pugugly] 07/12/2021 11:45

Looks like all buys this morning - Usually as sign of a tip. Anyone aware of one?

[chadders] 07/12/2021 08:46

Thanks for that Ptolemy. Nice tick up again this morning, hopefully a shortage of stock out there and good news on the way.

[ptolemy] 06/12/2021 17:23

Update to June post. 4w triangle may be complete.

[royalalbert] 06/12/2021 11:49

Echo the sentiments Chadders.

[chadders] 06/12/2021 11:41

Welcome guys, always good to see new investors.
Hopefully Dec is the month we will pop up on the radar :-)

[dunns_river_falls] 06/12/2021 10:06

Perkier today. 4.99 to buy any reasonable qty.

[farukequity] 06/12/2021 10:05

I think there is meaningful re-rating to happen here this month. News in the pipeline (cashews, RSPO, production update), very positive marketplace conditions, regular & encouraging newsflow on the company tweeter feed, low market cap, under the radar for most investors.I've been buying today and had to go in chunks as there is not much stock available. There is another 150,000 buy order I've just had filled not showing yet, so trades are getting delayed. All good signs

[rivaldo] 03/12/2021 10:28

The production updates are usually on the 10th - so should be next Friday. Hopefully with news of cashew production too.....

Interesting new article from a Citywire contributor who's a player in the City explaining why he's returned to investing in palm oil. I guess DKL is too small to be on his radar (REA Holdings are the smallest of thse mentioned at twice DKL's m/cap).

It would be good to get RSPO approval soon - it was hoped this would be received this H2...



"Having seen the palm oil price increase by 68% in the past year and 152% in 18 months to its highest ever level, I have revisited the sector. The price is now double the average in the past 10 years, significantly increasing the revenues of the three UK-quoted Asian palm oil producers.

The price is likely to remain at these record levels for the foreseeable future as increased demand, much of it for biofuels, coincides with reduced production due to chronic (and Covid-19 related) labour shortages, regional flooding and logistical problems, initially caused by the pandemic. Further out, the pandemic effect will ease but unusually wet conditions continue to be forecast for the region.

etc"

[royalalbert] 02/12/2021 17:08

Well they did say December Chadders, so cross everything you have.

[chadders] 02/12/2021 13:58

Raw cashews can be kept for a long time so it's potentially less cyclical than CPO.
Monthly update next week I guess..good news on Cashew production please LM

[royalalbert] 30/11/2021 21:29

Dougy peak harvesting is from Feb to June in West Africa, so could turn out well in our favour. However the plant will run all year (Bit like in the UK grain and many other cereals are kept all year round) as a stock pile of nuts to be processed will hopefully be on hand. This was stated in a earlier RNS that the sourcing of nuts was ongoing for processing.

[dougy1] 30/11/2021 20:54

I'm referring to Cashew figures which can't be released monthly as its seasonal. Until we get those figures which are as yet, not factored in to the share price IMO, I think we'll have unpredictability. Sorry for any confusion.

[royalalbert] 30/11/2021 10:16

Dougy figures are released monthly, you cannot expect more than that.

[2vdm] 30/11/2021 07:59

Then profit from it and follow Ardens advice maybe. Just my view and I'm heavily overweight here.Good luck to LTHs. Thanks for spotting it Riv.

[dougy1] 29/11/2021 19:22

This is going to be like a few others I know. Decent news can come all day long but until we have figures in front of us then I think we can expect unpredictability

[the big fella] 29/11/2021 15:41

That helped. Hmmm.

[rivaldo] 29/11/2021 08:27

Arden this morning highlight "some stocks we believe have either seen an unwarranted sell-off, have seen strength go under the radar or where there is now a more attractive opportunity".

One of those highlighted is DKL:

"Dekel (DKL.LN, BUY, PT 7p) As the UK starts to unpick a 10 year high of 4.2% inflation where previously rates were considered notionally ‘forever’;, you only need to look at commodity markets to gain a sense of perspective. Fragile supply chains around the world simply have not bounced back to support the post vaccine wealth of demand and latent appetite for consumption that we are witnessing globally.

No market is that truer than palm oil. The price of palm oil (Rotterdam CIF) has skyrocketed, over 100% from its 2019 average. Widely maligned as a ‘sin’ commodity, palm itself is benign. Production methods in South America and Malaysia endanger biodiversity. Whereas Dekel’s first class operation in Côte d'Ivoire supplies ‘responsible’ palm oil for all the products we know about in the West, cosmetics and confectionary yes but crucially used as a staple cooking oil across the developing world and is far more productive per hectare than soy.

Dekel-Agrivison will soon be recognising revenues from a second commodity, cashew nuts. Our new target price of 7p represents an upside of 43% to the current price of 4.9p. Given the broader pricing environment around commodities, Dekel represents true value. BUY."

[outlawinvestor] 24/11/2021 11:07

Commissioning process status

Electrical supply, the Compressor, Air and the Industrial Water distribution network has been successfully commissioned

The Calibration section including the sorting process has commenced and is now settling

[dougy1] 22/11/2021 12:57

There seems to be a general lack of investor activity for this share on twitter and some of the other BBs. Surprising given the level of growth we should be seeing in the next year or two. Hopefully positive results will gain a few new folk in the coming months

[rivaldo] 22/11/2021 08:21

Interesting start to the week.....

New tweet and video from DKL showing the cashew equipment installed and presumably testing for initial production....