RE: Encouraging September production update today....10 Oct 2020 16:48
Well Lemajor you needn;t worry on that score as DKL will be keen lo link any shortfall, any bump, any issue to regional/international issues whereas any success like extraction rate is company specific.
Covid might cause a fall in demand for some soaps and domestic products which CPO is used in and remember that the prices of Crude Oil and CPO are correlated and there has been a dramatic fall in the price of Crude Oil due to less people using transport. A sustaining of the current price or indeed a jump would be most welcome as it certainly makes the economics of the Mill and production very attractive. Now if only the BOD could get to grips with that production thingy or whatever the concept is who knows we could even capitalise on the benign macro environment.