R.e.a Share Discussion Threads

[cwa1] 30/9/2021 15:40

Pref pleaser please ;-)

[nobull] 30/9/2021 15:01

Yes, must be over $1,300 CIF Rotterdam today. I am shocked. It will be interesting to see which debt they choose to pay down - the most expensive, the shortest maturity, or do a pref-pleaser and pay down the unnecessary interest free stuff.

[wigwammer] 30/9/2021 10:00

Malaysian benchmark palm oil price rises to new all time record :)

[nobull] 29/9/2021 11:18

October reference price has gone up slightly but, get this: it leaves export levy and and export tax UNCHANGED! Another month of decent profits in prospect, what with ex-mill-gate price on Monday of about $834 ($1,275 CIF Rotterdam), excluding any premium for "sustainably produced".

Evans Pritchard (Telegraph columnist) thinks gas prices have peaked, despite the gas price curve being in contango into Q1 2022. He cites high prices as being a great destroyer of demand and is skeptical of Goldman Sachs' forecast of oil prices hitting $90 a barrel (GS believe there will be switching from gas to oil to make electricity?).

He cites high prices as being the best remedy for high prices!

What this means for coal I don't know, but I am sure there will be a sharp correction down soon - yes, China is probably the biggest cause of coal prices going mad, so it is essential our CEO follows through on the intention to get out of coal now, the peak time.

Coconut oil seems to be doing well, the main competitor of palm kernel oil.

hxxps://palmoilanalytics.com/indonesia-crude-refined-and-acid-export-and-levy-payable-for-october-shipment/

[wigwammer] 28/9/2021 09:19

Well, at least most of that appears positive! Key thing to remember here is the risk is significant, but at least with the ords the return is uncapped ie. with the high risk comes the potential for commensurate high reward. I look at the long term chart and how far the ords have derated - fingers crossed the stars will align again. ATB

[wigwammer] 22/9/2021 08:22

Malaysian benchmark price averaging around 10% above H1 in H2. Given roughly $160m annualised sales run rate in half 1, and high gross margin likely on incremental price increase, should bode well for cash generation in H2. ATB

[cwa1] 08/9/2021 07:15

Outlook



The group's return to profit in the first six months of 2021 is encouraging and if, as is normal, crops are weighted to the second half of the year and current CPO and CPKO prices are maintained for the rest of the year, the group can expect that revenues for the second half of 2021 will exceed those of the first half.



Current coal prices offer the prospect of a significant near term recovery of the group's coal related loans to IPA and, if quarrying of the stone concession owned by ATP can be successfully initiated, this will further augment the group's cash flow.



The above favourable combination of circumstances provides an opportunity to place the group's finances on a firmer footing and, if, as the group expects, CPO and CPKO prices remain at remunerative levels, the group can look forward to a period of prosperity.

[blueball] 09/12/2020 16:59

More Evil today.

[texaschaser] 08/12/2020 10:50

drip drip drip

[nick rubens] 07/12/2020 15:05

Todays RNS seems to put a bit of a dampener on CPO prices for REA Hldgs. The higher the CPO price the higher the levy in percentage terms.

Not sure how much this has changed/increased from the prior years.

[ntv] 01/12/2020 09:02

Placing then!!!

[blueball] 27/11/2020 14:40

British Bulls says Buy.

[ntv] 27/11/2020 11:57

????? bid??? or refinancing??????

[trewsa] 26/11/2020 19:04

Gone nowhere since May.....website down....

[cwa1] 10/11/2020 07:58

Not sure how much of a read across there is for the companies directly but the CPO data is interesting at least:-



Dekel Agri-Vision Plc, the West African focused agriculture company, is pleased to report a production update for its 100%-owned, vertically integrated palm oil project at Ayenouan in Côte d'Ivoire for October 2020. Crude palm oil ('CPO') produced and sale prices achieved at Ayenouan in October 2020 increased 19% and 28% to 1,818 tonnes and €636 per tonne respectively compared to 1,528 tonnes and €495 per tonne in October 2019. The excellent October 2020 numbers build on a strong Q3 2020 performance compared to last year and as a result, keep the Company on track to post a material second half improvement compared to H2 2019.

[tday] 24/10/2020 13:11

Palm oil prices continuing to recover.

[cwa1] 21/10/2020 11:25

A reasonable show of faith?

1. Details of the person discharging managerial
responsibilities/person closely associated
a) Name Unitbuckle Limited
2. Reason for the notification
a) Position/status A PCA with Richard Robinow (a
director of R.E.A Holdings plc)

b) Initial Initial notification
notification/Amendmen
t
3. Details of the issuer, emission allowance market
participant, auction platform, auctioneer or auction
monitor
a) Name R.E.A. Holdings plc
b) LEI 213800YXL94R94RYG150
4. Details of the transaction(s): section to be repeated for
(i) each type of instrument; (ii) each type of
transaction; (iii) each date; and (iv) each place where
transactions have been conducted
a) Description of the R.E.A Holdings plc 9% cumulative
financial instrument, preference shares of GBP1 each
type of instrument

Identification code

GB0007185639
b) Nature of the Purchase of shares
transaction

c) Price(s) and Price Volume
volume(s)
GBP0.5655 70,000

d) Aggregated n/a
information

Aggregated volume
Price
e) Date of the 20 October 2020
transaction

f) Place of the London Stock Exchange (XLON)
transaction

[ntv] 31/8/2020 17:20

Anybody know when the next results are due?

[russman] 04/7/2020 07:42

Maybe replacing Deloittes was an error of judgement.

[my retirement fund] 30/4/2020 16:38

Yea someone wants out and is clearly valuing the company as near worthless

[badmashy] 30/4/2020 16:24

Sounds to me like someone in known trying to off load before THE DAY.

[live ink] 30/4/2020 16:23

Gentlemen,

It is unusual that so far no RNS has appeared today. Absent one very soon there will be a stewards' enquiry into the big sales way below the apparent market price..

EK