Our latest Investing Matters Podcast episode with QuotedData's Edward Marten has just been released. Listen here.
Your sarcastic comment, although it contains factual accuracy is mistaken for several reasons. DKL does not control the ffb harvest. DKL does not control palm oil prices. DKL does not control the expediting of plant and machinery from China and Italy. I too am frustrated by the slow progress of the cashew project, but I accept it to be a sign of the times. More important, as I am an investor rather than a trader, I believe the cashew project is about to get back on track, and within a few quarters we will have forgotten the past 18 months of frustration.
If you really believe what you say, I expect you have already sold any holding, or you are intending to do so. For my part, I see this price action as an opportunity to buy a well run business at surprisingly advantageous prices.
I wonder if anyone else watching the video presentation this morning felt a degree of disquiet as I did. The company 7s far too much about soft music and furnishings and very little about financial results, comparable performance out alone ghe very poor share price.
It will lperhaps surprise ghem that an investor is more interested in ghat than their sanctimonious self worship and ethos statements.
I am seriously considering selling up and investing with more serious people
There is a big difference. Delivery of machinery is out of their hands but transparency is something they can control. I reiterate my point, a few weeks or months will not make much difference, but I do wish they were more open with all shareholders.
Not sure what they could do if machinery was delayed in being delivered? Sometimes we expect too much of people and companies. The main comment I would make is that they should have been a little more transparent with the delay. They alluded to it. Would have been far better to have disclosed it as soon as they became aware. Another share I am invested in, Shanta Gold, did not disclose a break in the gold seam they are mining, which led to a material shortfall in revenues and earnings. Not surprisingly, the sp took it badly. Same lesson as here, it's better to be open and trust ALL investors, no matter how unreasonable they may seem.
That is the original/old version of the term of arbitrage. It was devised initially to trade identical commodities in different locations. The term nowadays may be between an ordinary share and a convertible bond, a warrant, a similar stock ets etc
You are correct, but the advantage of isolating CTC's is that you can then analyse them and prescribe optimal therapies. There follows the second big advantage in that you can repeat the process as many times as you wish and verify your therapy effect and suitability, track the volume of CTC's. It is not all si ging, all dancing, but from my knowledge, it is currently unique in these specific areas - isolating and monitoring g.
It is of really little consequence whether the cashew nut manufacturing begins in June, July or August. They have signalled some slippage due to delays of machinery arrival. That is something out of their hands or control. Credit to them for making that known. They had also confirmed a significant inventory of cashews, so it is not as if they were seeking to trick or evade. They are committed and must be even more frustrated than we all are.
For my part, I am in for the medium to long term. A few weeks or months make no difference to me. If were a trader, I would think differently. So long as the objectives are met in the long run, profits generated and share price reflects that, I will be more than content.
No surprise of delays in the cashew project as the jungle drums have been pointing that way for a while. It also seems that the processing is far more involved and potentially requires a fair bit of funding because of the time from buying in raw product to eventual shipping of the end product.
All of that is ok with me, but I am not happy with their email not working and messages continuously bouncing back {from website info@dekel.....) nor unreturned phone calls to the phone number provided.
I hope this does not indicate that management have taken their eye off the ball.
I remain a committed but somewhat disappointed shareholder.
Investment is a practical but also emotional activity. That is why it generates vitriol as well as praise. Many posts on this sire are people expressing their hopes and aspirations. Perfectly legitimate, but I look on them more as a form of entertainment as they contain little that is factual or new. The occasional post that does inform tends to be dry and dull in comparison. Thank you to all such contributors for their efforts.
That is a ridiculous suggestion. The UK government prevent a Chinese company from buying a Mexican lithium mine, listed on the LSE. If the UK wishes to secure a supply, it can either stockpile or buy a mine. Otherwise, there is no end to the economic nationalism nonsense.
I agree with you. His most comfortable and confident presentation. My inclination is that there is a deal in the offing with the locals. Not focusing so much about shipping cost advantage to deliver to Brazil.
I have been invested for only a few months, and have sympathy for those of you who have been so for years. The long term picture is not a pretty one.