Dekel Agri-vision Share Discussion Threads

[ntv] 24/5/2018 14:33

yes but that is pointless statement as the general CPO price is nowhere near the price DKL receive as you well know as per last accounts
production was poor in the peak harvest season and the only hope for shareholders is that the market here recovers after the blatant lies coming from the board on more than one occasion.

[rivaldo] 24/5/2018 13:53

Good to see the CPO price has bounced nicely over the last couple of weeks, up to $670 (from a $630 low).

[rugs2] 14/5/2018 16:26

The Norpalm egm is tomorrow the 15th.

[mach100] 14/5/2018 13:26

Norpalm egm today. Norway one hour ahead. Wonder if some news has come out?

[greenroom78] 14/5/2018 11:39

Hmmm?
Falling over again.

[chadders] 02/5/2018 23:20

Decent 300000 buy this afternoon. Hopefully bottomed out now with some upside potential. Anyone aware of the status of the Norpalm discussions?

[greenroom78] 24/4/2018 15:09

Price looks to be breaking down again. I'd decided to give management another quarter or so to prove they can turn this around and make it work but they are making it very hard work. Would help to see management buying in the market to prove they too believe their hype.

[rivaldo] 18/4/2018 12:34

Cantor Fitzgerald have reiterated their Buy recommendation, and have a 22p price target:

"DekelOil's production update shows that despite a strong rise in output on Q4 17, the softer overall environment seen in Q2 17 and Q3 still prevails. With the Euro Dollar rate creating a pricing headwind we are reducing our forecasts and our target price falls to 22p from 26p. DekelOil has still been able to achieve a modest price premium to international prices and PKO production and pricing have remained strong. The pricing environment is improving in country and a major new customer helps in this regard. We see room for improvement and there remains strong value in our view. We reiterate our BUY recommendation."

[basem1] 13/4/2018 09:24

Yes, I got suckered in, was expecting more, a lot more. Done nothing but disappoint since last July when I first bought. Now to get it back.

[twistednik] 13/4/2018 09:12

Disappointing update and was expecting better imho. Definitely an unpredictable and volatile investment!

[chadders] 13/4/2018 09:03

rivaldo, agreed so will put mine away waiting for better news in the future. I do believe Lincoln has been overly positive in his interviews and will have sucked a few in. Disappointed in him as much as anything I guess.

The signs were there - a few sales of 900,000 shares into the recent mini rally and changes a board level.

Anyhow as previously stated I'll hold mine for a while longer and hopefully get s half decent dividend in the meantime.

[rivaldo] 13/4/2018 08:37

Agreed chadders. Disappointing, but this is agriculture, there will be good quarters and bad quarters. Overall DKL are very profitable and soundly financed, even if this quarter won't help their growth plans much.

And their assets and operations must be hugely tempting to the much larger global operators who've repeatedly signalled in recent times that they're happy to expand via acquisition - there aren't that many acquisition targets left.

[basem1] 13/4/2018 08:18

Well I'm out and good riddance. Nursing a £6k loss here. I'm not coming back either.

[chadders] 13/4/2018 08:05

Disappointing for me and all sounds a tad defensive. Will hold.

[rivaldo] 13/4/2018 07:32

A mixed Q1 production report - significantly higher sales for both CPO and PKO, though at lower prices, and CPO production down with lower FFB volumes harvested.

Great news about winning Louis Dreyfus as a customer - active in more than 100 countries, employs 19,000 people, processes 81m tons of agricultural goods annually:

[basem1] 12/4/2018 20:11

Rivaldo, I'd appreciate your comments on OMG. Sorry for off topic.

[basem1] 11/4/2018 17:06

Well it was the 10th April last year, so early next week at the latest I would think. Should be very positive numbers given recent indicators.

[cyfran101] 11/4/2018 15:35

Probably pull back due to caution over Iceland's decision.https://www.google.co.uk/url?sa=t&source=web&rct=j&url=https://www.bbc.co.uk/news/amp/business-43696948&ved=2ahUKEwjkht-zuLLaAhXFAcAKHR1vAc8QFjAJegQIBxAB&usg=AOvVaw3j4JQlXqq6SbpJKiF844Qi&cf=1

[twistednik] 11/4/2018 14:32

Bit of a pull back but moves quickly on thin volume. Looking forward to the results ! Anyone know when they're likely to appear?

[chadders] 10/4/2018 11:52

A lot of negativity surrounding palm oil producers in Malaysia and Borneo this morning.

A real opportunity for ethical producers like DKL I reckon.

[chadders] 10/4/2018 10:31

Added a few more this morning. The drop was unexpected but good to see some more buys coming through. I'm hoping for good news this week. DYOR etc

[twistednik] 09/4/2018 11:59

Some good volume going through... someone knows the results will be good me thinks.

[cheshire man] 09/4/2018 11:11

Good to see a rebound on the chart not to long for the finals early July,,,,,I get broker TP at 23p basem1 but we won't split hairs on such an undervalued company,,,,,not forgetting it pays a divi,,,,which is always welcome :-)

[masurenguy] 09/4/2018 10:18

Can't buy any online at the moment !