Member Info for Fallingknife1

Morning casapinos. Thanks for doing a deep dive into this as it is hard to fathom what is going on currently. At least the placing price is not discounted to the current suspended price so we probably haven't been sold down the river. If we see a wave of selling when this relists and the SP sinks then I won;t be the only one underwater in my investment.

Fair comments DB. I won't invest again until I see some evidence of the board buying in the market and/or demonstrating that they are masters of events and not just hapless subjects of them. An ever dwindling SP is surely at odds with their "quarter x was poor but quarter y though early stage is more promising.... but quarter y was blown off course by events outside our control but we are now in our extended high season of z so,..... The subtext is keep pumping your money in for jam tomorrow but excuse me naturally if I won't be putting my own money in as I am sitting on options far above today's price.

and it looks like this one is starting to see some positioning ahead of what should be a pretty good report. We might see 4000p breached today and a straedy move back to 4300p which is the all time high that I remember. Plenty to like an I ahve been accumulating at 3750p and 3900p as there is more to come here.

today is not a good indicator. Our direction of travel is well road mapped unless we get some buyers. Nothing has emerged from the Norpalm EGM and no near term drivers so we could expect some drift. Might be an idea to trigger that permission to buy back shares of up to 5%. And the board might like to follow suit..It is a good lever to shore up the SP.

today and I don;t think it is a flight of fancy to say we can recover some lost ground today. The peak holiday season is here plus the World Cup, Royal Wedding and miserable weather so many will want to escape. Airline results like Easyjet's have been good so there is definitely no baggage to contend with. We should have clear runway to 3600p when sentiment lifts in the sector.

If your time to you Is worth savin' Then you better start swimmin' Or you'll sink like a stone For the Sp's they are a-changin'

and has a TP of 4150. Like other posters here I spotted some leg room with the fall on Tuesday so flew in for more at 3198.25p on Wednesday. Slightly misjudged the flightpath but think these should soar shortly. The POO is slightly concerning. But it is another chance to accumulate as I feel these are worth 4100p.

Moniman, I believed this was worth 1300 to 1400p, It has a history of not only paying dividends but also growing them. The fall after the divi would have driven up the yield and made them more attractive to income seekers,. There were a few red flags in slowing LFL sales and a strong run to 1400p at one stage. The company has also been flagging cost pressures. And as they pointed out the recent adverse weather didn't help.If it was moronic to think this company would continue to deliver then I am happy to be moronic. I ahve sold myself as to me the story has changed and I don't want to sit on a dwindling SP.

I think if no information has been given out by Norpalm I can see the attraction to DKL. Given that DKL announced a Ghana initiative previously but it remains unmentioned since I think we could jointly develop a field of expertise in having an event and radio silence afterwards.Hush money would be soo good.

the fall is not related to Norpalm EGM. I suspect that if Norpalm is to be acquired unless the funding is watertight that it won;t be well received by the market, Trades so far don't warrant the drop but we may have a large undeclared sell yet to be reported., The acquisition properly funded with a partner and perhaps some concert buying by the board would be a filip for the SP. Whether we get any of those constituents remains to be seen This is falling through so many support levels it is hard to say what the floor is.

Agreed furry. Will be buying back in myself if it falls far enough. The drop is accelerating now so sentiment is against it. I expect though that bargain hunters will be sniffing around as the divi is not in danger. Divi is due in two weeks so perhaps many will reinvest. The fall is a bit crusty of course but an excellent buying opportunity if you can call the bottom.

but will look to buy back in. The footfall report has spooked me and although I love Greggs as a store and a company I don't want to risk the SP declining to a point where I could have sold and bought a bigger holding. Will watch from the sideliness here for now.

I had great hopes for this one but it seems like it has been speared. Is it all bread and circuses here? The placees should know the drill by now but for others wonder if this is a good place for fresh money?

I think Norpalm is such an irrelevance to holders/investors that it is price neutral. After a year to the day of its announcement (good spot Phil!) it has become like one of those sweaters your granny knitted you. Stuck in the bottom drawer. The biggest danger I see (and it is not yet priced in!) is a successful takeover which leads to more funding uncertainty. It would be more board dysfunctionality if the commitment to the progressive dividend was stayed to facilitate the acquisition. They have also alluded to a partner in this previously but I have said many timesd the company need to match OUTPUT to OUTCOME. Too many times OUTPUT and OUTCOME have been mismatched. As the talks have taken so long and Norpalm is being spun by DKLas a distressed asset which can be turned around I am curious as to how Norpalm has performed in the last year. If its is still struggling what makes DKL think they can turn it around? It is not as if they don;t have things to turn round at the Mill in Ayenuoan! If it has turned round and the issues are not systemic then DKL will have to overpayy or certainly pay more. All a mystery to fathom what will be pain and what will be gain.

It hasn't stopped the director buying today Hawkey. I think these are way undervalued given the visibility. With the overall housing market particularly in London beginning to sag, I'd say there is little current likelyhood fo HTB being chopped. Bumper pay-outs await which will underpin the SP. The yield is good and safe and the cash position better than expected so plenty to underpin the price. Even if these fell I would definitely put fresh money in to try and catch the bottom at 400p or 350p as they would soon recover from any crash.

Afternoon Phil, fair play for flying the DKL flag! You don't expect news until June. Like everyone else it is interesting that Norpalm is never mentioned or seen as material. Of course we don''t know what is on offer and makes you wonder what on earth they are still discussing and what benefits will flow from it. It would be better if it were shelved. I am hoping local pricing pressure has eased especially with CPO just a smidge above 600 dollars. It does tend to track Crude Oil so the current increase is useful. Ramadan is about to start so there should be stockpiling of CPO products for cooking etc. One thing is certain the market won't bear any more board dysfunctionalism no matter how they try to spin it.

Looks ready to breach 15p. It is a real sign of the underlying strength that even when this retraces it quickly regains momentum. I don't know why the change in sentiment here but was pleased to get more at 14.68p this morning. Very confident on this one long term.

And sustained as we head into the close. If we get a no reason for the rise RNS we will be back at 12.5p but I am enjoying the ride so far.

Gone strongly past 13p yet buying strength remains. Good sign of SP strength especially if we stay strong into the close. I shall be adding tomorrow so a pullback now would be fine for me. I do worry thouh that short-term the consolidation will prove a handy mechanism for the MM's to walk this down to 46p post-consolidation to 50p.

And worth pointing out that as the gap between even the cheapest director options widens there has been no show of support by a single director buying in the market. Not even a nominal sum.