Member Info for Fallingknife1

NTM just calling it as I see it. I admire your honesty in posting your losses. Any evidence for the roll out of Solar Winds in this quarter? The results mentioned BENEFIT FROM in the SECOND HALF of the current financial year. I am interested to know what you know that specifically it is THIS quarter?

Good call longtrade! Hope you went long on this at 60p. What about now? Any value at 83p? Or is it like putting lipstick on a pig?

Yes and no holding RNS yes to suggest who it is. I agree that this is in demand though and looks very good value at these levels. Will be helping myself to some more in anticipation of further gains in the future.

as the SP accelerates. It looks like further consideration of the update has persuaded investors to hitch a ride. It was tipped in Shares Magazine previously as a buy so I would say some wheels are in motion there to honk the horn as a reminder of their tip. Now that the path to recovery has been signposted I will be looking to get back in myself for the journey.

Utilitiesman, it is rather a naive view to say that these things cannot happen. This is AIM. The world's biggest casino. Where the house and other manipulators always win. People have gone to jail before for share misdemeanours. Usually not the highest end of the food chain. There is a lot beneath the AIM surface which borders on the questionable. Maybe not here but generally. We know what light touch regulation brings after all.

Yes a very conservative figure indeed. Here is another very conservative fiugure. Boris Johnson. Boris " would rather be found dead in a ditch" Johnson. Believe.

but seems to have found an air pocket which is sustaining it above 3900p. Therefore I am pretty confident we can breach 4000p before results next week which I expect to be very good.. Perhaps the customary 10% drop will come after that. A positive Friday for the general market could mean investors would be circling for this. A bit of uplift is all we require to make 4000p but it is key resistance.

Phil, do you mean this 300k buy? If so it only leaves the 250k sell :(.

15:32:21 07-Nov-2019 2.16 GBX 300,000 6,480.00 Cancelled CANC OILQ AIMX
15:32:21 07-Nov-2019 2.16 GBX 300,000 6,480.00 Off-book OILQ AIMX

Would a 250k sell be enough for a 5% fall? There has been good buying today but in DKL world anything is possible.

and yet no comments. Crazy . Anyone who invests in these should be locked up! The SP leaves absolutely no wriggle room. I quite like the idea of these and would have invested actually but seems I had a lucky escape.

is this talk of 19p and what a good deal this is supposed to be according to some. The market doesn't sell £1 coins for 25p. There has been a near 13% drop today to 4.6p after all investors and non-invested have had time to digest the deal and the SP reaction says it all.

Touched bottom at
#metoo

Harvey W

I got this from the company in answer to my query posted earlier this week.

Dekeloil base price

On 25th of each month the price of both CPO and what we pay for the FFB is communicated to all industry participants by AIPH. http://www.aiph.ci/
AIPH is a body with members from farmers, cooperatives, palm oil producers and refineries. We are a member and participate in all meetings
The price of CPO is calculated from the USD CIF Rotterdam prices taking into account the previous 4 weeks prices
This means it takes approximately 1 month to fully price in movements. So when prices are going up as they are now we will see full benefit from December and conversely when prices go down we get the better prices for an additional month
There is a complex excel formula which works backwards from the AIPH CPO prices to work out the FFB cost. In general the calculation works to ensure fair prices for all and basically we share some of the pain on the down side and share some of the upside



Market conditions do also play a role

Prices can vary from the set AIPH price due to local market demand and supply. Typically in the low season we pay a premium for the FFB but we also achieve premiums on CPO sales. Typically at this time of the year in the low season our CPO premiums are about 10-15% above the set price. This is because there is not enough CPO to satisfy the refineries. The alternative for refiners is to import most likely from Asia and freight alone would cost them 10% plus premium so easier just to pay us
In the high season prices tend to hold to the AIPH levels if harvest levels are typical. The one big breakaway was in 2018 when the very low high season created fierce competition for FFB which meant we had to pay higher prices which could not all be passed on

Possible over-reaction or a simple relief rally? I suspect there must be an element of positioning here and it is very good value at current levels if the ship has been steadied. A decent rise in the face of a non-too exciting update.

what about the Board at Antrim energy who rejected a takeover by Sound with a share for equity bid? Before Sound rocketed. They must have been a worse run company than Sound. Incidentally I see Coro is falling in sympathy today.

Well, my daddy left home when I was three
And he didn't leave much to ma and me
Just this old guitar and a empty bottle of booze
Now, I don't blame him 'cause he run and hid
But the meanest thing that he ever did
Was before he left, he invested in SOU

Well, he musta thought that was quite a joke
And it got a lot of laughs from a' lots of folk
It seems I had to fight my whole life through
Some gal would giggle and I'd get red
And some guy'd laugh and I'd bust his head
I tell ya, life ain't easy for a boy holding SOU

Well, I grew up quick and I grew up mean
My fist got hard and my wits got keen
I'd roam from town to town to hide my shame
But I made me a vow to the moon and stars
I'd search the honkytonks and bars
And kill that man that give me that awful name

Well, it was Morrrocco in mid July
And I just hit town and my throat was dry
I thought I'd stop and have myself a brew
At an old saloon on a street of mud
There at a table, dealin' stud
Sat the dirty, mangy dog that left me SOU

Well, I knew that snake was my own sweet dad
From a worn out picture that my mother'd had
And I knew that scar on his cheek and his evil eye
He was big and bent, and gray and old
And I looked at him, and my blood ran cold
And I said, "My holding is SOU! How do you do?
Now you gonna die"
Yeah! That's what I told him

Still Out Jonny? A relief rally today with the suggestion that things are back on track or at least stabilising. Been useful for me buying amidst the gloom as well as nabbing the divi. Only wish I had got my mitts on more at 180p.

Good calculations R1ch and appreciated, I don't think the Board would accept £45 or £50 as a bid as the SP is most likely to get there under its own steam. I wonder will they do a share split soon though liquidity is not currently a problem.
PS retrace under way? Or some froth being blown off?

I think Dumper Dude must have a printing press at home and the DKL stamp. I know he follows the Optimism Index because as soon as there is a ray of hope for DKL there come flying out his back passage!

Nurse!

Buy a plot of land in Morocco for 2p, build a shed on it for 5p, tell people there are lephracauns in it with gold worth £10 , organise a few parties, do a runner when you get it to £1 and finally tell them you will pay them tomorrow.
The most SOUND advice you will ever receive.