Member Info for Fallingknife1

Actually 98889 Pomander has been right to date. Sold out myself yesterday as it was only a punt but still nursed a 750 loss. But he has made some very good points here and the SP tells its own story. nthis may rebound and good luck if it does but for the rest of us this is a salutory lesson or at least it is for me.

Thanks as ever Phil. I wonder why they are skating around the announcment of the AGM and the divi? Is Norpalm about to come to fruition? There must be some whizzbang announcement or placing in the air.

as per the quoted trades? Or has the bid dropped from 4.95p to 4.8p? Neither are very palatable but a narrow spread never lasts long with DKL.
I am on my hobby horse again but I have to comment that as predicted not a single director buy in the market despite the falls. Another share I own CLG fell 20% after its update yesterday, Two directors went and spent 180000 pounds on shares between them immediately after results and it has rebounded well. That is what I call showing belief. What a contrast to here.

Still racing away. Let's see how it plays out. It's hard to see those who got in early - at least a proportion of them - not cahing in on the strong rise.

Actually Matthew it is a renewal rather than "new". FLX are up to their old tricks again I see as the 600k is over 2 years and of course is revenue and not profit. At least we know what a major contract is for FLX by their own description. About 5770 pounds a week revenue is a major contract for them.

I would hang on as I expect an intra day reversal. Profits areexpected to be flat on 2017 and the strong rise is probably down to relief that there was no PW as much as anything else. I have always found with Greggs there follows some commentary to the numbers which may change perspective. Still a very good company and worth investing in.

Fair play to the directors buying in decent amounts. This one will recover as yesterday's sell-off was unwarranted.

I will buy back after the reults 50% of the ones I sold recently at 1036p. After all half a loaf is better than none, I suppose.

While it is useful that the board have worked with most of the appointments, the relationship between the two companies was 'cosy' enough previously for my liking. I see the coupons on the financing at 8.5% and 8% very similar to what DKL has recently achieved in its own renegotiations but still a high enough tariff for me.
The positive is we can be pretty sure it will be delivered to time and on budget. I doubt very much that any of these new appointments will be buying shares in DKL.

Looks a bit more switched on now. Has faded a bit since a strong open but I see a lot in today's update to suggest that the dark days are behind this one. Time to build a position here and hope the traditionally strong q4 generates some decent revnue and profits. A binary play and as it's dependent on s strong H2 is uspect this oen is gonna go right to the wire.

but anything connected with the UK retail sector is going to be in scope. The tobacco packaging sidemost certainly is out of favour.

Quite a nice yield now for newcomers. I think some directors might be tempted to buy in on the back of this steep drop. Very disappointed to see the fall as I really believe in this company and its market.

Hi Billston. I agree with you but the poor footfall new recently makes the risk to the downside quite high. I am sexpecting an intraday reversal myself when the results come out on Tuesday, Therefore I expect a relief rally if the resultsa re good follwed by a morning sell-off. Conversely if they have been badly hit by the hot weather I expect a sharp sell-off on the open followed by a rally. A lot would depend on the dividend too I should think or a hint of return of cash in 2019. If the yield is safe then this is way oversold. Any costcutting and freezing of the divi and more pain is on the way.

I wonder if it is just bottom fishers? As I said below you have to wonder how many times it can bounce off sub 4p lows? The highest price paid is still 4.3p even after a 10% rise.

Jolly good! Including your own presumptions first raised by you of an agenda. Glad you can see the irony :)

Fair comments twrchtrwyth. He may have indeed have traded but must have remarkable timing given that it has bounced off 5 years lows. It sems you and I can accept another view. Dodgepot,although a successful trader then, thinks anyone who posts negatively on a share he holds has an agenda. Maybe he forgets when he goes to trade that as a buyer he would need a seller. Maybe the ones who sell to him have an agenda I expect he thinks.

Given that this has fallen from 54p then what is your buy in price to have made a profit on this? You certainly are one of the few. If you were quite the opposite in terms of accepting contrarian views you would accept mine. But it seems you don't. So you like to say one thing and think another it seems You certainly dislike facts Dodge. I said it was going sub 4p. And it did. You seem to have issues with that.

Nice try Dodge. I am flattered you attribute the poor SP performance to me. So another poster here who thinks that if someone doesnt share their opinion on a share that they have an agenda. Only Dodge's view is valid. I guess that is why you are most probably losing money on this investment. Carry on.

well s potted Cat :) Judging by the SP I think it is safe to say there is nothing brewing here at the moment.

Hi Bue, my thinking exactly and I assume many others. We have been limping from one disaster to another while the SP is in a death spiral. The board are not even asleep at the tiller as they are in a different hemisphere conducting talks with Norpalm. Or a connected company which the board already have investments in. Their levers are too slow anyway to turn this train wreck around. If it is true that the board are restricted from buying shares then this is the only company I know that has had a 4 year restriction in place preventing directors from buying in at any time.
It is more likely given that they like to issue them like confetti for any service including the guy who delivers milk to DKL that their prefernce is for doling out shares rtaher than accumulating any. The DRIP reinvestment is basically a sop to investors while they continue to draw fairly large salaries.. Certainly enormously large relative to the dwindling SP performance and lack of any ownership of the issues or ability to porvide any evidence so far that they are capable of resolving the core issues.
Therefore we sit on an ever dwindling SP while being thrown crumbs such as 'it was the weather/region wide problems/pricing/supplies/the Mill/pricing/insert your own here as the dog ate my homework'

Yesterday's sale was probably Miton or else gathering guy. Dumper dude is normally a seller into some strength but who knows he might be liquidating as he sees no prospect of recovery. It might of course be a former client of Beaufort who has also given up the ghost.
At this rate I expect them to go cap in hand to one of the major producers in Malaysia or Singapore in order to create a faint whiff of a takeover which might underpin the SP. The board have previously talked of 40 to 45p at a then premium of 200%. Now we would be lucky to get 10p.

fall then. 38250 pounds of shares. Someone clearly happy to exit at any price and take a hit. Even an investor at IPO would have lost the equivalent of 38250 pounds again with that investment.