Dekel Agri-vision Share Discussion Threads

[chadders] 30/1/2020 09:42

Excellent article. It signals to me the start of the fight back of responsible and ethical producers of CPO that have long been tarnished by the unscrupulous producers.

[leoboy] 30/1/2020 08:37

not a bad article , click :

[2vdm] 29/1/2020 22:19

www.proactiveinvestors.co.uk/companies/news/911687/dekelagri-vision-has-the-nuts-to-fight-back-from-palm-oil-crunch-911687.html

[2vdm] 29/1/2020 22:17

Posted on Proactive site today.
[...]

[keithlorna] 27/1/2020 10:41

Thank you Chadders

[chadders] 22/1/2020 14:53

Kl, unless we get updates that are project specific, I don't expect news until early April about Q1 2020 output.

CPO retraced a bit since the recent high and is currently circa $830/tonne.

[keithlorna] 22/1/2020 09:24

Good morning fellow shareholders. There's been no posts for over a week. Are we expecting any good news soon?

[cheshire man] 14/1/2020 10:07

Cantors increased the share price target up to 17p DYOR on that 'tho

[costax1654x] 14/1/2020 09:49

? #orm hmm!5-6 mil cash + gold assets ,no Debts all for 3 mil mcap!!!?

[mach100] 14/1/2020 09:18

Fair play Keith. There are some good initiatives by the company but every quarter they have flimsy excuses for underperformance. If you fact check the video posted in 1217 post above versus outcome you will see the absolute waffle that comes out. You watch. The next update will have more excuses. But potential is here obviously.

[keithlorna] 13/1/2020 21:28

Cheers Mach. I'm sitting tight ?

[mr doughnut1] 13/1/2020 20:04

The podcast statement was for me more interesting than the full year production update. LM,s crystal ball gazing is where we all would like to be. All we need now is for the team to put their hands in their pockets an buy a significant tranche of their own stock. This would prove to us and the market they really mean business. I await the RNS with anticipation (last year 11th Jan).

[rivaldo] 13/1/2020 14:11

Cheers homebrewruss.

The most interesting part is Lincoln's statement that he's hopeful for this year to see a return to prior levels of €30m turnover and €5m of EBITDA - with cashew nut production additionally commencing in Q4 and providing a full year contribution next year.

[homebrewruss] 13/1/2020 12:45

Dekel Agri-Vision Podcast 010 Full Year Production Update 13-01-2020

[cheshire man] 13/1/2020 11:24

Concur with that summary chadders:-)

[rivaldo] 13/1/2020 11:20

The CPO price is back up to $875p as of Thursday:

[mach100] 13/1/2020 10:28

Sure K and L. Yes they paid a divi once (of 0.03%) I think and no they do not intend to pay one in the short-term. They do intend to keep issuing shares like confetti in lieu of services ( see today's rns for an example) and of course 5.8m options will hit the market sometime.

[keithlorna] 13/1/2020 09:53

Hi MachCould you please explain

[mach100] 13/1/2020 09:43

@KeithLorna.13 Jan '20 - 07:45 - 1208 of 1212

Yes and No.

[chadders] 13/1/2020 08:44

All as expected really. 2019 dominated by poor CPO prices, 2020 looking good, projects progressing well.

[rivaldo] 13/1/2020 08:17

The superb outlook obviously has to be weighed against what was a poor Q4 due to exceptional rainfall and consequent slightly delayed Q1'20 production.

Nevertheless, FFB collected throughout the year was at record levels (as per jk400 elsewhere):

2015 - 152000
2016 - 171000
2017 - 171000
2018 - 146000
2019 - 176000

And the delayed start to 2020 production perhaps means that this year will benefit even more from the fast-rising CPO prices given the apparent 5-week time lag between market prices and those prices affecting the actual selling price.

Also excitingly, cashew nut production will commence at the end of this year.