Dekel Agri-vision Share Discussion Threads

[chadders] 10/12/2019 18:21

Big jump to $760. At some point the market just might wake up....

[cheshire man] 10/12/2019 13:53

Dekel Agri-Vision

@DekelAgriVision


Malaysian Palm data for Nov 2019, a key release in terms of setting the near-term CPO price direction.

Key takeaway: production was lower than expected once again in November.

The performance of CPO pricing over the last few days appears to have been in anticipation of this.

[rivaldo] 09/12/2019 12:21

CPO prices are up yet another $10 to $730:

[mr doughnut1] 06/12/2019 14:38

For those of you who use twitter it is worth following DKL. Over the last two months it has been noticeable how the number of tweets has increased, all informative.
LM seems to have a good common sense approach to running the business - any body who can sell a waste or by-product for a profit has got to be good. AIMO
I am continuing to add.

[mr doughnut1] 04/12/2019 21:18

Full year production update was on the 10th January this year, looking for a similar date in 2020.
It would be good to see Lincoln Moore add to his 1.33 percent share holding (he purchased 285k on the 11th of Jan at 3.44 pence). I think this would provide investors and the market with yet more confidence as to the future direction of the company.
He seems to be making some good calls at the moment. AIMO

[jammydodger1] 04/12/2019 15:37

Guys apparently ALGW soon to have a 100m credit facility signed and share price will go ballistic Company is only 4m mcap

[chadders] 04/12/2019 15:36

Thanks for that rivaldo. As previously posted DKL in H1 just about showed breakeven at 505 euros per tonne on approx 27000 tonnes sold. The impact of this increase ought to be a very significant increase in profit. It equates to an addition €5 million revenue for the same throughput. Even allowing for the probability that the price of FFB would likely increase, the majority of process costs would be similar. If this turns out to be the case DKL would return to being a very profitable company. No advice intended, the info is out there.

[rivaldo] 04/12/2019 13:32

The CPO price has zoomed up to $720, the highest for more than 2 years.....

[rivaldo] 03/12/2019 14:22

New interview with the CEO about the new hybrid power project:



Today's markdown isn't real due to the unrealistic mark-up last night based on a late single buy at 2.8p.

[chadders] 02/12/2019 12:41

Thanks for that parisv. Looks like its definitely going to happen.

[parisv] 02/12/2019 09:52

IFC signs deal for 60 MW of solar projects in Ivory Coast....

[chadders] 02/12/2019 09:32

Yes, and further proof of DKL ethical and green core values overlaid by their drive to support local economies and communities. Makes sound business sense and further demonstrates the quality of the management.

[cheshire man] 02/12/2019 07:27

As you say rivaldo a "win-win" for DKL and a positive start to the week here :-)

[rivaldo] 02/12/2019 07:21

More good news - the initiation of a new JV to develop and roll out hybrid power projects in the IC.

DKL will benefit from this in a number of ways as per the RNS. But the key phrase is surely:

"there is no requirement for Dekel, or its shareholders, to fund these projects".

So this is a win-win for DKL. It uses its local expertise and contacts to leverage progress for its European renewable energy company partner and benefits from the results - for no cost at all.....

[rivaldo] 29/11/2019 12:32

Thanks Chadders, sounds promising.

Good to see the price rising to new recent highs now, but still a long way to go imo.

[chadders] 26/11/2019 14:12

Some useful background explaining some reasons for the current upward trend in the CPO price.

[loadsamonay] 26/11/2019 13:38

It's kind of a no brainer investment now in my view, if these cpo prices hold

[chadders] 26/11/2019 13:33

All the ducks are lining up.

[rivaldo] 26/11/2019 12:19

The CPO price has now moved up above $700, to $705.

That's the highest since March'18:

[pugugly] 25/11/2019 17:35

Hope our workers are wearing protective clothing - Otherwise!!
DR Congo workers for Feronia made impotent by pesticides - HRW
"Feronia, which dominates DR Congo's palm-oil sector, had failed to give workers adequate protective equipment, Human Rights Watch (HRW) said. "

[rivaldo] 25/11/2019 12:32

Investment bank upgrades the entire sector given the rising prices:



"Positive CPO price sentiment likely to sustain into 2020
Hong Leong Investment Bank Research
November 21, 2019

Plantation sector

Upgrade to overweight: We are turning more positive on the plantation sector as we believe the current positive crude palm oil (CPO) price sentiment will sustain into 2020 due to supply constraints arising from potential palm production deficits in Malaysia and Indonesia, lower soybean output in the US and more positive demand prospects (arising from higher biodiesel mandates in Malaysia and Indonesia from 2020 as well as the spreading of African swine fever [ASF]). Given our more bullish stance on the sector’s prospects, we raise our average CPO price assumption for 2020 to 2021 by RM200 per tonne to RM2,400 per tonne, and upgrade our rating for the sector to “overweight”....

...The price spread between soybean oil and CPO has narrowed to approximately US$75 (RM312) per tonne from a historical five-year average of US$100 per tonne. We believe the price spread between the two will likely remain (if not narrow further) as the ASF outbreak and the biodiesel mandates in Malaysia and Indonesia will continue to drive palm oil consumption.

Corresponding to the change in our CPO price assumption, we raise our financial year 2020 (FY20) and FY21 core net profit forecasts for plantation companies under our coverage."

[cheshire man] 24/11/2019 15:19

Have to agree with you here and there, had been in my bottom drawer but noticing the activity took some to average down last week,,,

[here and there] 24/11/2019 14:32

They are making really good profits at these prices, they are forecast to rise next year, production is going well, new strategic investors in at 3.3pish. Cashew project coming on stream next year.......near historic lows, what is not to like>?