Dekel Agri-vision Share Discussion Threads

[jasp2] 05/5/2015 13:19

Mentioned in Dow Jones news too!

[here and there] 05/5/2015 10:30

guitry expansion, ghana, re-financing, rpso, new crusher, new record productions, ebitda €5million this year and €10 million next year

a lot still to come, all has been mentioned/predicted/promised…̷0;this management seems to deliver, at least it has so far.

all good, hang on or buy is what i am doing…got to back the good ones and flog the stinkers!

[here and there] 05/5/2015 09:28

what large volumes? all small trades, just looks like retail buying and selling. some profit taking and a pull back. normal

[pugugly] 05/5/2015 09:02

Follow up - Volume action to time suggests to me that PI's being drawn in by the Mail article, Institutions and large holders taking the opportunity to unload.

Just what I expected. Awaiting rns's re holdings with interest to see if I have called correctly of if some Institutions buying - If they are it could be an idicator of possibe turnround. (imo notes largely for my own use - No investment advise intended)

[pugugly] 05/5/2015 07:58

As expected significant MM mark-up on Mail article and todays rns (+30%) - Staying on the side - Be interesting to see where it closes and volume of selling.

[mach100] 03/5/2015 21:13

Hi Pug, Nice to see you here. There has been someone offloading large amounts for the past six months which has depressed. You may well be right about the price not holding which I would say is down to the large spread more than anything. It is a liquidity trap. It did get a short-lived boost when RHPS tipped it. I think the Mail didnt fully expound the benefits of DKL but Midas has a fairly big following and there is bound to be buying interest early doors if the arrival of princess no-name hasn'tt been too distractin. If anyone offloads it may well be recent large buyers who bought in at .9 and .98p. They may well be the sellers and not the placees. The certificatiom for RSPO will be useful I guess and doubtless and RNS will accompnay it to give it some fanfare and a further boost to the share price I don't share your concerns PUGUGLY in the matters you raised, more in the supply issue, the upcoming election to some extent and the lack of director buying at these low levels.

[pugugly] 03/5/2015 17:53

H&T:> Thanks for link - MM's will certainly mark up on Tuesday and could well see a sharp move up on PI and PC buying - Wheter price holds very much (imo) depends on how much II's who supported the float still wish to unload as now (mid markert) above initial 1p float price but still 33% to go to breakeven for the Feb 2014 placee.

Declaration - Been watching since float BUT have not invested for a number of reasons both Corporate structure, location and regional instability.

[here and there] 03/5/2015 08:05

just what the doctor ordered. a nice big show in the mail



tuesday should be interesting

[dropside] 30/4/2015 20:09

I agree, production has ramped up and the risk factors of the start-up are steadily being knocked over- politics, equipment, process, farmer relationships, energy, logistics, sale of output, safety, ebola etc. The next set of figures should help to get the message over, this should become a real cash generator. There will always perhaps remain some price discount for operating in west Africa but this is looking very good to me. The palm oil price seems to have bottomed and is starting to look more positive.

[mach100] 30/4/2015 16:24

Welcome aboard here and there. This should start to push on once we have cleared the fairly persistent seller, We have had a few waves of selling which has driven the price down since last year. We should have excellent production figures in June which will highlight the bottom line here. Totally undervalued but the company needs to do more to self-promote and get the story out there.

[here and there] 30/4/2015 08:13

Think this is way undervalued. Making money, improving profits. New crusher coming on line in q4. forecast to make €8-10 million next year.fully funded, measily MC. growth projects. ebola fading away. seems to have bounced off of .9p support. I have bought some here

[mach100] 11/4/2015 15:03

I hope so dropside. I think the seller is the holder of 44 million shares who exchanged a loan note. These expired in December when the mid price was 1.07p. There have been some good milestones and news since then but no progress in the share price Five and a half million were sold on Friday just as it looked as if the share price was recovering past 1p. I am not saying it is the former loan note holder but if it was, at least a sizeable chunk of them are now gone. The share price won't be able to progress until this seller is cleared out as he or she doesn't seem to want to hold for further gains.

[dropside] 10/4/2015 21:09

And back up again, on very decent volumes. Looks like the bulls are gaining strength, and maybe the seller is done?

[mach100] 09/4/2015 16:08

Falling again after a recovery of sorts.Must be a persistent seller about to have driven this one down so quickly. I hope this is a floor but given the downward pressure on the SP, it really can't be called with any confidence.

[mach100] 07/4/2015 14:55

Yes dropside. The share price has been battered of late due to a large seller. Today's production update shows that the selling is unconnected with the production and sales side. The measures to boost production of the third hub and using their own lorries is clearly paying dividends. Considering CPO was at one stage as low as 549 Euros a tonne in February but has recovered to 607 last week, we can hope that the price of CPO carries on rising. The potential revenues to Mcap for DKL don't make sense and for once on aim it is not a crazy valuatio but an arguably too low one!

[dropside] 07/4/2015 08:33

Good update this morning. Things seem to be really motoring on the production front now and just in good time for the peak season.

[mach100] 27/3/2015 14:44

They are trading at a year low now enviro. There is plenty of good news in the pipeline. A lot hinges on the production update to end of March which is due in a the next few weeks. DKL did 2000 in January. If this can be matched or exceeded in Feb and March then I think the share price will recover quickly. .9p seems to be the floor for now so let's see if this is the bottom.

[envirovision] 26/3/2015 16:44

Thankas, not yet still looks expensive

[mach100] 26/3/2015 15:50

Hi Enviro! Beaufort securities said the following in January 15
The Company expects to report revenue for the year of approximately €10 million and currently expects for it to be at or around break even at the EBITDA level, largely due to lower volumes of FFB collected in the last quarter of 2014 w
ith a weighting towards to December, caused in part by the seasonal cycle of FFB maturity.

The weakening of the euro won't help of course but its debt and costs are also euro denominated. It is also worth noting that the price of CPO it achieves is quoted in dollars so the dollar strengthening versus the pounds also helps.

You thinking about having a punt enviro?

[envirovision] 26/3/2015 12:43

Do you have any earnings, EPS estimates ?

[mach100] 26/3/2015 12:35

Still sellers about which is disappointing. The production update will be the key really. Good production could spur us past 1p, poor figures would have a severe impact.

[mach100] 18/3/2015 15:10

Fallen through 1p support today which is very disappointing Lots of good news to come of course but the company really need to get to grips with PR and in tandem with this to try and underpin the price. i don't think they have done a bad job operationally- quite the reverse actually- but this recent downward spiral of the share price is looking like it is becoming baked in. More roadshows, more PR and more fund investment please!

[mach100] 11/3/2015 12:25

At least there is more trading now on DKL and the spread has narrowed considerably. Almost two weeks into the high season so hopefully production is gathering steam.. The share price was 1.7p a year ago which shows how far we have fallen, despite having achieved important milestones and offtake agreements.There seems a fairly determined seller which is depressing the share price

[mach100] 09/3/2015 10:21

Thanks Graham. I was wondering why the sudden spike in volume. It also explains why the there was a huge spike, and although sells are vastly outweighed by buys the MM's are happy to dole these out at less than the initial spike.