Dekel Agri-vision Share Discussion Threads

[mr doughnut1] 27/9/2020 07:38

More than happy to preface the statement with ‘I am hoping for’.
Not looking for any short term gimmicks to increase the SP, although an increase would be nice.
Patience is definitely the key here.
The vision that LM presents has to be deliverable. Coordinating and managing four separate projects is a skill in itself, when some would argue that they still need to get the palm oil side right first.
In my opinion there is scope for LM to increase his holding. This would bind us and LM closer together.
Nice to see renewed interest on the BB.
Regards mr d.

[outlawinvestor] 26/9/2020 19:17

I am looking for LM to increase his holding post interims.

Clearly entitled to hope for it. Not sure anyone entitled to ask for it!

Choosing to buy shares in a company of which you are a director should be an entirely personal choice if it is one of your best investment options and you have the liquidity for it. Certainly not as short term a gimmick for the "benefit" of the market... What happens if you encounter hardship or a liquidity crunch and need to sell? Pretty sure fellow shareholders will not be impressed!

[mr doughnut1] 26/9/2020 18:28

I am looking for LM to increase his holding post interims. A purchase of anywhere between 500k and 1m would give a good indication to us and the market that he has confidence in the decisions that are being made by himself and the board at DKL.Come on LM put your money where your mouth is.

[chadders] 25/9/2020 10:44

Excellent burtond1 thanks for link, well worth a listen especially for the long suffering long term holders.

Arden initial target of 7.6p is interesting, H2 2020 EBITDA improvement is forecast by LM as well

[burtond1] 25/9/2020 09:03

Here, we explain why @DekelAgriVision community and multi-commodity approach is bearing low hanging fruit"A step change in profits has been forecast due to the #DKL diversified operations" says Exec Director Lincoln Moore who catches up with @copytasterhttps://total-market-solutions.com/2020/09/25/dekel-agri-vision_september-2020/

[hrvey8888] 24/9/2020 18:25

No published date but last year it was Oct2

[hrvey8888] 24/9/2020 18:24

No published date but last year it was Oct2 .

[hrvey8888] 24/9/2020 18:04

Anyone have access to Optiva Dekel research?

[lyceeuk] 24/9/2020 17:52

when are interims due

[chadders] 24/9/2020 12:41

Still way oversold and just above historic lows.

[rivaldo] 24/9/2020 12:09

Looking very encouraging online at present. You can only buy a maximum 200k shares at 2.39p - near the full offer price - but you can sell 900k shares at 1.932p.

There's evidently some demand out there.

[rivaldo] 24/9/2020 08:34

Good to see a bit of buying here this morning, presumably as a result of this overnight Buy tip for DKL on Master Investor with a 3.5p target:



Extracts:

"Dekel Agri-Vision – this little sub-£9m company is ‘a real winner in the making’
By Mark Watson-Mitchell 23 September 2020"

"The price of palm oil is getting stronger after hitting recent lows.

The company has some 424m shares in issue, of which the larger shareholders include Youval Rasin (15.89%), Miton Group (11.83%), AgDevco (9.72%), Biopalm Energy (8.36%), Shai Kol (6.51%), Aristide Brou (4.75%), Yossi Inbar (3.73%), and Lincoln Moore (1.17%).

As an agri-commodity developer Dekel Agri-Vision offers tremendous upside potential."

"Looking forward, broker estimates suggest actual post-tax profits jumping to €1.1m in 2022, €3.6m in 2023, up to €6.5m in 2024 and a significant €7.8m in 2025.

With its shares at a miniscule 2p in the market today, this tiny little £8.5m (€9.3m) capitalised company looks to me to be ‘a real winner in the making’ not to be missed.

Comfortably, for investors patient enough to anticipate fruition of the group’s project plans, I now set a 3.5p Target Price on the shares."

[chadders] 22/9/2020 11:07

I'm expecting interims on Thursday. Should show an improvement over last year as muted by LM several times over recent months.

Also expecting a positive outlook based on current CPO prices, but we'll see. I'm getting used to being disappointed these days though.

[chadders] 21/9/2020 14:17

The 2.045p and 2.05p trades recently are all buys and not sells as reported

[chadders] 21/9/2020 12:09

Big jump to $770 a tonne.

[outlawinvestor] 18/9/2020 08:44

Malaysian CPO futures have had a tearaway week hitting 3000+ ringgits.
The price/volume trend measurement (and VWMA) shows that trading volumes are actually lighter than the last time these levels were hit between Dec and Jan. This is consistent with narratives of concerns regarding future supply.

[outlawinvestor] 18/9/2020 07:40

CPO/PKO outlook from RE.

Firmer prices for CPO and CPKO should continue as a consequence of recent low levels of planting and replanting in Indonesia and reduced fertiliser applications by some growers, resulting in slower growth in production

[chadders] 16/9/2020 14:35

Now $750 a tonne.

[chadders] 14/9/2020 15:26

CPO up to $740 a tonne.