Member Info for Fallingknife1

Fair play Rugs, especially as sentiment is against the company. I won't be buying more until I have some evidence of a grip on proceedings by the company. Q2 figures are going to be poor so I am surprised you didn't wait until their release before buying back in. Most of the news if not all is out there but there have been uncannily almost prescient like trading in the past before news and I can certainly say the board themselves have been entirely prescient by not buying shares in the open market given the SP performance. They do have minority holdings in the target cashew company so it is not like they are averse to a dabble. Will tehre be more "The dog ate my homework" explanations for Q2?
For balance if anyone calls the bottom or the company actually sees its plans come to fruition then the rewards will be good. It is just we are steering there in a haphazard fashion or driving there in reverse gear.

today's news is welcome it is very important that the company focus on its core essence of CPO. The market hasn't reacted and I am never fully satisfied with these related party transactions as a shareholder.
DKL normally bring in some or mention a co-funder but in this case the co-funder is the to be acquired vehicle if I understand correctly.
Production at Tiebissou is about 15 months away and there are a lot of production figures in that period with many a slip between cup and lip possible.

The coupon seems high in UK and Euro terms at today's prevailing interest rates though I accept the project is fledgling.
Thankfully the decision to opt for payment in DKL shares is at Trustland's discretion though I expect an RNS shortly saying 2000 shares have been issued in lieu of payment for the guy who made the tea during the takeover discussions.
I have asked at the AGM why they don't scale up PKO given its high price and decent margin but their answer was they are primarily a CPO company. Today is certainly a detour from this.
If the CPO is successfully ramped up then today's initiative will be a welcome extra string to our bow. If not I don;t know if we will be around in SP terms at any rate to get a tune out of this venture.

Looks a good acquisition and worth shelling out for as it seems to be cash-ew generative.In a nutshell I must say I do like the structure of the deal and I hope the BOD will be pecan into their pockets to spend some of their own cash on shares in the market once the production figures are out.

Good rise today but still off its highs. It would be nice to see this above 200p again. Still a 10% rise even on the back of a newspaper tip is hard to match. Especially when the overall market is a bit soggy!

Fellow posters wake up. We have a habitual regurgitator who obviates the need for PR with its incessant ramping and claptrap about " 25p, 37p, 22 million contract, Read the RNS etc". Fortunately the SP speaks for itself. All the piffle that Naz has posted on this share since her ramping campaigan began has proved to be erronoeus and or drivel. Time to turn off the taps on naz and she can consider herself fittingly enough... filtered!

Said Knowbody. Ever. Fair play and well signposted here for peeps. Might have a peek myself when the dust has settled and IF I could get a discount to the placing price. Not a very happy SP history though.

makes me think something is in the air. The feeling is uncanny.

a bit airsick? We are reaching dizzying heights at a rate of knots here!

Hi Lemmink. Yes the puns ae irresisttible. Worth it alone to hold these. I will sell my holdings on a name change :0 North of a pound? I honestly think we can get there. A progressive divi is the lure and the headline but the value is that we have had quite a few consecutive quarters where no shocks or downgrades have emerged.. This is a recovery play underpinned by a good divi. I saw on the other board that 150p achievable OVER TIME with NTBR and each update gives me more confidence that we can make that figure and more. I can't understand why it gets sold down but I do know I will be buying more at the potntial here is really good.

It looks like you are finding holding these through the rise unbearable Lemmink. Admittedly as an investor it is hard to get your bearings as this one flounces around between statements. I might be getting quite teddyous about it but I have to repeat this is worth NORTH of a pound.

suits The Times as it advised readers to buy today. I think this also happened after the last update. For me investors have read too much into the supposed slowing of sales. The bad weather in England and America will hopefuly lead to pent-up demand. At worse it should mean the bad news is in the price and we are unlikely to see any further weather related disruption from now. TED should be 2900p to 3300p.

Not a single trade above 5p but the ask is 5.2p on paper. The MM's must be trying to create the illusion of momentum.

circling on this one today. It's brilliant to have nosed past 3600p and to see 3570s in our slipstream. The World Cup might also add a bit of sizzle to the listed travel related industry although i am in no rush ta make that conclusion.

paws on this one. Excellent yield and the market is stll not up with events. The progressive seems to be well cub-berred by the profit it is generating. The biggest bugbear is the weather which can interrupt its operations but now we are mid summer it shouldn't be an issue. The bear is looking rather cuddly today.

after this morning's sell-off! The sell off was a joke and now investors are starting to see some value here. I tried some on for size this morning at 2289p and it is looking like a good fit now. Of course I can only take proper measurements when we get into the close but the SP sure has scrubbed up nicely.

Hi Stag, I bought in at 33p but have a few dividends until they suspended them. Seems to be turning now so I may get back to break even. But the turnaround is not set in stone :)

on thin trading. Not seeing much evidence of the chart's suggestions or the 6p, 8p rather hopeful projections. 4p seems to be a support level of sorts and with the current direction of travel we will test it again.

today but only in SP. Classic market over reaction to "only"growing revenue by 4.2%. Nice safe yield which is looking chunkier the more it drops and will surely rise again when analysts have tried the results on for size. Suits me!

Looks a write off after showing so much promise. Doesn't even need a reason for falls now as there seems no support level.

Being wanting to throw someting into the pot here for a while but the latest update spooked me. Looking at the SP it seems something is stirring so I best leaf it for the next guy. A lot is depdening on the harvest and the second half.