Member Info for Fallingknife1

My apologies! Though to be fair I have pointed out there is no floor here nor any accountability for failure. Today's near 8% fall is attributable to investors piling for the exit despite Lincolns attempt to put lipstick 💄 on a pig. You can't buck the market but for the Board it is just business as usual. Oh well. Onto the next disaster!

I am slightly relieved it hasnt fallen though it could as holders digest the news. The Board have driven the SP so low thar it should take calamity to drive it down further. Realistically their stewardship is so disastrous that even starting from a low base they are not showing the wherewithal to drive the SP up. They seem to lurch from one bad month to another. Nothing in today's update shows that they have got a grip on the situation.

A feeble attempt to link Global CPO prices to local CPO prices Rivaldo as a straw to clutch onto when the company themselves say the Price they get is shaped by the management of LOCAL food prices. There is definitely a job for you as Dkls copywriter.

As for the 7.5m 'crazy' mcap I best then avoid the 8am rush to buy shares in a company that they have trashed the SP and MCAP by the Board in case I pick up an injury. Thankfully you have at least omitted the WHIreland Target Price, a Target Price so ludicrous that it deserves never to see the light of day.

So today's production update confirms to me that there is a disconnect between the price for CPO that DKL achieve and the International price. DKLs pricing seems dictated by local efforts to manage food prices. Of course their costs are lower as they point out but any hopes ignited by buoyant International prices are clearly misplaced. The price achieved is very disappointing regardless of margin as higher prices would at least boost income figures for the market to see. As always more dogatemyhomework excuses.

Is hopefully neither a ghost trade that have plagued DKL for many years nor the investor(s) who have inspired inside.. err I mean insight information on the company performance and the imminence of bad news 👀.....

Harchris an argumentum ad populem is of scant significance in an anonymous BB where we have investors who don't belong, don't post or just people browsing posts. I speak from my own experience of DKL and if you lined up 1000 who support your viewpoint then it would not alter my experience of being invested one jot. You are actually talking through your hat about me hoping the SP recovering because of course I do as an investor so it is not even a question. I just refuse to be wilfully blind.

Good morning j/k . Yes indeed trust.A wider point which is seemingly missed by investors who are newer to DKL rather than us stale bulls. However we don't need to keep Richard Attenborough close at hand in case we have a first case of a leopard changing its spots to be confident these newer investors will soon have a taste of DKL slipperiness first hand, close up and personal.

Looks liked the uncertainty has spooked investors and the SP is getting sawed down. Unwarranted in my view but the update is certainly damaging. I hate these shares where you see good gains but these evaporate quickly. Sitting on the fence for now and will add incrementally though I am resting on the company to make sure it's remedial work succeeds. Hopefully no more weather related delays!

Agreed Rugs! Any small crumb of comfort is magnified in these times by the terrible SP performance under an incompetent Board who have driven the SP down from 20p to 1.35 with a succession of mishaps. Even 2p iss a 50% rise from here but achievable only because we are at such a low base.

As I don't think the premium is too high yet there is a good diversification for both. It should draw in more Funds to keep their weighting in my opinion. I think when dust settles any losses today will be recouped.

So no update today on CPO and you have to go back to March 23 for the last time the monthly update came after the 12th. A fixed date has been requested before on these boards and raised at AGMs to no avail. Worse still there may be some nefarious reasons behind the 'delay' in updating in true DKL style. Wouldn't be the first time they have sat on bad news like shelling parts, poor extraction, shipping delays etc.

but underpinned by it too. i think the company needs to put these legacy contracts to bed and no more verbal ****roaches to emerge. trading is strong it is just being weighed on by these contracts. the bidder did say that the legacy costs were being understated but if all the badness is out there then unless they come back with a much improved offer the bidder is a busted flush.

And I expect buyers yo flood in pre results which I expect to have continued momentum. Probably a 10% gain to be had in two weeks from here.

Thanks Harchris. I appreciate the response. I will check myself when I return in a few months.

This share 🏓 pings about a bit so any SP appreciation is not baked but catalysts are...

Good deal with Chariot

Prospects of ceasefire in ME

Oversold

Directors buys at the level it was at

High yield which could possibly double

Excellent recent update

Energy stocks back in vogue.

Just my take.

I think a ME peace deal will provide the spur for this to move higher. Dividend update due soon too. Undervalued.

Just a lull before the next update. Be thankful that the investor(s) who are privy to amazing inside errr I mean insight in DKL are not selling as it would only trash the SP but also indicate more trouble at Mill lad.

I bet these two companies will get on like a house on fire. Oh wait...!

Divi halved same as Redrow. Would probably knock the price though the company said it had been flagged. Might fall today anyway as it is paying a premium for Redrow ironically reducing on paper the value of the transaction.

Could j/k, Rugs, Cat or any poster do a four or five year review to see how much the local CPO price DKL achieve tracks or varies the international CPO price? I would do it myself but am abroad. I suspect the international price is nowhere near as pertinent as one would think buy happy to be proved wrong. DKL pay more for supply when prices are high incidentally which is no bad thing but doubly concerning if the price went very low imo. Would be grateful if someone could pitch in with the answer to the above. I would ask Rivaldo but WH Ireland staff probably don't like to give out info.