Dekel Agri-vision Share Discussion Threads

[dropside] 22/5/2013 14:45

lol! Hope not..

It seems a well written and thorough note by Jason Robertson which should give useful information to the market.

[knowsleyman1] 22/5/2013 14:07

Optiva buy note out today. On recent history the kiss of death!!

[dropside] 22/5/2013 09:25

Ah, that 3.5m is a roll over is it? Yes poor person given the way the market has been behaving. I hope we get some news or maybe a good BN here to move things along.

[marab] 21/5/2013 21:54

Some stocks on AIM are getting truly hammered atm. My sympathies to the person with the 3.5m roll over, that could work out expensive by the end of the year.

[marab] 20/5/2013 18:07

dropside - it would be nice to have something new to talk about but the trouble with DKL is they have laid out their game plan and are apparently following it to the letter and on schedule. I think the only unknown is the effluent treatment plant which is out for tender atm. When you see some of the big falls in AIM stocks over the last few days you tend to be grateful to be in one that doesn't move. Hopefully they will keep updating the construction progress on the website and adding new photos every week or two would keep us up to date.

[dropside] 20/5/2013 17:07

Maybe they need to get on and do some updated investor presentations? Clarify the expansion plans a bit more and re-confirm operating costs etc..

[marab] 20/5/2013 15:54

dropside - those that got in at 1p at the RTO are obviously not willing to sell their shares at anything like a discount which is quite encouraging, but I am not sure if anything will create more interest in the stock before the mill is up and running. There is always a chance of the unexpected like someone new taking a big stake or DKL doing some kind of deal, but other than that it could stay quiet. It's a funny thing on AIM but when a stock does nothing price wise for months and then people start selling, that's normally a sign that some good news comes is coming. Or that could just be me [-(

[dropside] 20/5/2013 14:54

Would be nice to see a bit more trading liquidity too! But I guess this is rather under the radar for now.

[marab] 19/5/2013 14:28

dropside - obviously the current price is no guarantee of next years prices but it does indicate that demand is there for palm oil. As people get more disposable income in countries like China and India that can only help to increase demand. The first thing people do when they start to have a bit of spare cash is to improve the quality of their food. Thanks for posting - it's always nice to have a bit of company ;-)

[dropside] 19/5/2013 14:18

So $773 at close and heading north on technicals. Good find marab, thanks.

[marab] 18/5/2013 14:41

I know that the current palm oil prices are no indication of where the price will be when DKL get into production but it's nice to keep an eye on how things are going out there.

Palm oil posts 2nd straight weekly gain

SINGAPORE: Malaysian palm oil futures rose on Friday, gaining for a second straight week, as investors pinned their hopes on a recovery in exports in the second half of May to help ease stocks.

[marab] 17/5/2013 16:56

I forgot to check this afternoon but I am guessing the two trades today are buys unless someone can tell me different. There can't be many stocks on AIM as quiet as this one.

[marab] 16/5/2013 20:35

dropside - yes strange trading in DKL. First we get weeks of very small trades and then we have those two larger ones over the last few days. Those two bigger ones total around £95,000 so someone obviously is happy to pick up stock at these prices.

Your right about the Ivory Coast but things look to be improving and the country needs all the inward investment it can get. I'm not sure there is anywhere risk free atm and I am sure the company thought there was no risk in having their bank account in Cyprus but they got lucky with the timing there.

Sadly I do talk to myself as it's the only way I can have a conversation with someone of a comparable intellect (very low) ;-)

[dropside] 16/5/2013 19:20

Don't worry marab you are not talking to yourself :-)

Another really big sell today but there must be a happy buyer on the other side of the trade or surely the price would crash.

Ivory Coast is not an easy place to do business but Rasin as well as the Siva Group have long experience and that gives me some confidence. Roll on that mill!

[marab] 15/5/2013 19:44

dropside - your more than welcome and it's always nice to know there is at least one viewer out there ;-)

[dropside] 15/5/2013 18:48

Interesting articles, thanks marab.

[marab] 14/5/2013 16:21

A proper deal at last, 3m sold at 1p. Seeing as how the share price hasn't plummeted I am guessing that someone has already picked up those 3m.

[marab] 13/5/2013 19:00

I wonder how much of DKL's future output will go to making biofuel. I should stress that I have never heard it mentioned in connection with Dekeloil but the market does seem to be growing.

'Today, worldwide, 10 percent of palm oil is directed into biodiesel'

The BBC view -

'The EU biofuel mandates are also having hugely distorting effects in the marketplace. Because used cooking oil is regarded as one of the most sustainable types of biodiesel, the price for it has risen rapidly. Rob Bailey says that towards the end of 2012 it was more expensive than refined palm oil.

"It creates a financial incentive to buy refined palm oil, cook a chip in it to turn it into used cooking oil and then sell it at profit,"

"It is crazy but the incentives are there."

[marab] 12/5/2013 12:46

I'm beginning to wonder how accurate the flag counter is. On the 3rd and 7th of May it recorded zero flag counter views even though there were posts on both dates that would have counted as views. I have also noticed that the separate view counter is showing about 80 more hits than the flag counter.

Anyone else unable to access the DKL website?

[marab] 11/5/2013 16:14

This is an interesting article which underlines the interest in growing palm oil in West Africa.

[marab] 10/5/2013 18:55

About 260,000 shares traded this week. On the bright side I can't see many MMs getting rich on trading like that ;-)

[marab] 08/5/2013 17:47

It's not been the best couple of months for palm oil stocks but perhaps DKL has been the safest one to be in.

[marab] 07/5/2013 19:41

World exports of seven major edible oils and fats are expected to jump 5.2 percent on increased import requirements by China and India, led by higher palm oil deliveries, Oil World said.

Export shipments of six vegetable oils and tallow may be 71 million metric tons in the 2012-13 season through to September from 67.5 million tons in the previous season, the Hamburg-based researcher wrote in an e-mailed report today.

World exports of palm oil and palm-kernel oil are predicted to climb to a record, accounting for two thirds of combined exports of the seven analyzed oils and fats, Oil World wrote. Crude palm oil futures have dropped 33 percent in Malaysia in the past 12 months.

"The global dependence on palm oil and palm-kernel oil will continue to rise this season due to insufficient supplies of other oils and fats," the researcher wrote.

Global palm-oil exports are forecast to climb to 43.6 million tons in 2012-13 from 40.4 million tons in 2011-12, while those of palm-kernel oil may climb to 3.44 million tons from 3.08 million tons.

World exports of seven major edible oils and fats are expected to jump 5.2 percent on increased import requirements by China and India, led by higher palm oil deliveries, Oil World said.

Export shipments of six vegetable oils and tallow may be 71 million metric tons in the 2012-13 season through to September from 67.5 million tons in the previous season, the Hamburg-based researcher wrote in an e-mailed report today.

World exports of palm oil and palm-kernel oil are predicted to climb to a record, accounting for two thirds of combined exports of the seven analyzed oils and fats, Oil World wrote. Crude palm oil futures have dropped 33 percent in Malaysia in the past 12 months.

"The global dependence on palm oil and palm-kernel oil will continue to rise this season due to insufficient supplies of other oils and fats," the researcher wrote.

Global palm-oil exports are forecast to climb to 43.6 million tons in 2012-13 from 40.4 million tons in 2011-12, while those of palm-kernel oil may climb to 3.44 million tons from 3.08 million tons.