Member Info for Fallingknife1

Very good question GW. Admin expenses for the half year ended 2016 were 250k. I wonder what portion if any JG gets of that. One thing I can say for sure if John Gunn is on nothing, I personally would double or treble it. Totally worth it!

Cracking post DALEKID! Recommended and thanks for taking the time to research.

Agreed j/k. I expect Gok Wan will be presenting them at this rate or Kirstie Allsop for some serious window dressing. 71 days (10 whole weeks plus one day) since the promised Biopalm holding update and still no change.

Morning Dale. I am probably the worst tipster in the world. But i do like Atlantis Resources and UDG. Atlantis had a good write up in the Mail this week quoting a broker TP of 154p. It has revenues and announced a firm intention from a client in Inodnesia which could equate to a multi-hundred million dollar supply contract. Coming off its recent highs of 46p now so definitely worth looking at. You have to be patient with that one but I think it will be 150 to 200p easily if it all comes together. UDG the Irish drug company has just breached �9 and is breaking out. The only segment of their business that was underperforming was the North merican division and this was due to the postponement of a law on serialisation of drugs until November 2018. Ths law should be lucrative for UDG. i have been buying it incrementally as it rises. I have a target price of 940p but it might be worth much more. I'd be happy to hear what you ahve your eye on Dale. Greggs seems to be battling to break out but there much be quite a few profit takers at this level. Still holdling myself as the yield is ok but special divis and capital gorwth are akos on the menu.

C'mon fess up. You know u been following it.

Morning troubled! Nice to see you still around. You should really call Norpalm a Norwegian company operating in Ghana rather than a Ghana company. Unless you are the Duke of Wellington who thought that not everything born in a stable was a horse. Jeez! I doubt price is the sticking point for this long. The long wait hasn't flushed out any interested parties and we know it is expected to be resolved in the next 10 weeks. Therefore if price is the sticking point anyway both sides will have to come to conclusion by then. The norwegian translation was quite ropey but did mention 1.65euros. It could be complicated by having to involve a third party to co-finance. And I don't want DKL to overpay. I'd say it is more around due diligence and allowing a regional rival access to your accounts. Furthemore Rugs who also knows the region and industry well has mentioned sensitivities around major players in the region on what moves smaller players can make. 71 days (10 whole weeks plus one day) since the promised Biopalm holding update and still no change.

Morning Phil. Not at all! Never even crossed my mind. 71 days (10 whole weeks plus one day) since the promised Biopalm holding update and still no change.

Nice to see you here. I think this is bouncing back strongly today. Do you still plan to buy back in? Good call on your �18 sell. Didn't Mondi have poor results. I wonder is there a read across there?

Afternoon Troubling. Interesting post there and welcome to the board. Norpalm has actually been quite profitable but has lost its way somewhat. Do you have any specifics on how much it will cost to fix or are you surmising? DKL could always replace the mill as they have a good track record in delivering both a CPO mill and PKO mill on time and to budget. Furthermore lessons have been learned in Ayenuoan about storage and smoothing out seasonality. Norpalm also produces PKO which you neglect to mention. Have you any evidence for your very specific one in five figure of water issues? None of DKL's production updates to date have mentioned water as an issue. There have been a couple of scare stories around forced land acquisition around CPO and perhaps some vague accusations around DKL. The company have always insisted that they have water-tight agreements and actually do invest in schools and local facilities AFAIK. I know they do deals with small farmers around fertiliser etc and pride themselves on being an ethical company. You last point is untrue as Norpalm was runninga successful operation until recently until they hit some issues. I hope you stick around as we could do with some contrarians here. Best put your tin hat on as there are many here with good knowledge who can rebut your arguments better than I. 70 days (10 whole weeks) since the promised Biopalm holding update and still no change.

today which Rugs holds of course. Up almost 20% and I suppose if DKL can get Norplam away and start in Guitry we may have a similar or better uplift. The loans which mature in 2020 and 2022 (the earlier ones are fully drawn) don't seem to be impingeing on the SP. And all in a country with far more structural problems than the Ivory coast.

Hi Rugs, Yes Atlantis resources , might be a freudian slip there but I cant find an Arlington Resources ;0 It has reovered well from the setback of being disavowed from the CFD's, There is another round in 2019 and I would say ARL is certainly worth a look. Quite an interesting PF u got there Phil. I have Barratts myself and have done well out of them. Particular since Mrs May annouced an extension of the Hlep(less) to Buy Scheme. I got LLOYDS AND barclays too but got hammered on them in the banking crash. Ouch! Swing trading is good but tricky in volatile markets. But when reall falls set in it is the ultimate falling knife :)

And there is a chunky buy right on queue to underline what you said Phil. When you play fast and loose with production updates unfortunately you are going to have to live with an increase in the volaitility index. What other shares are you in Phil? I am a big fan of Arlington Resources (ARL) myself and think it could be bigger than DKL eventually. I also like FARN which is a near term pharma that looks well funded. Day 70 (10 whole weeks!) since the promised Biopalm updated holding and still no change.

have regained an appetite for this one after being bumped by the director sell. I am pretty sure 1300p is coming in short order. Prospects look good and with no news likely until the next T/U in January 2018 then we should see a steady climb hopefully to �14.

are only getting the floor price and while the official ask is 12.5p, buys can be had for 12p. Not long before this is squeezed back down below our critical 12p inflection point. All this in the absence of any Gathering Guy piling in. The Q3 figures have got to be tomorrow or Monday otherwise I expect them to be presented by Gok Wan and not Lincoln. Day 70 ( 10 whole weeks!) since the promised Biopalm updated holding and still no change.

Fingers x'd for your particularly Obs as you are a top poster and clearly knowledgeable. We should know in 10 weeks whether this really is a plate spinning exercise of JG or perhaps the days of huff and puff are over. At least as Obs quite rightly pointed out he will need an EGM in oder to get his begging bowl out to bleed more investors. Even his own participation in diluting down shareholders has seen him sitting on paper losses of 80%. A truly awful share which is possibly in its final descent on a death spiral. Beyond investible.

We can't tell that Stag but we can tell you it's "best in class, 30 years in the industry never seen anything like it, MOU's, trials, more trials,a few deadlnes, then some more in case you are bored with the initial deadlines, game changing,disruptive, collaboration, placing to fund, placing to fund placing and advice that we need another placing when this gets to production stage." What more can an investor ask for? You are not being greedy after being served all of the above by asking for an actual product are you?

I think you have done well Phil. Anything under 12p is a bargain imho. However even after the chunky buys the ask you paid has been clipped to 12p so maybe there is a background seller. Buys have outnumbered sells today by some margin Hard to know what the read-across is in the later release of q3 production figs. There might be some accompanying news which would help boost the SP. We might have an answer in the morning of course. 69 days since the promised Biopalm update and still waiting.

with a buy recommendation from Tempus. Says it looks cheap compared to ASOS and Boohoo. Divi yield should reach 2.8% by 2019 yet is only on a P/E of 13.2 times 2017 Ebitda. It has strong cashflows and now looks a good time to buy according to Tempus. He also makes the point that Ted Baker is light on physical stores which is what undermines other most established peer businesses. Plenty of reason to hold on here with three or four pounds upside imo.

You are on the money there kezzman. It is quite healthy anyway given the strong run-up. Healthy but short-sighted. Last week I though Macquarie's 154p TP was fanciful. Now I think it is probably conservative.

Jefferiesd international also have this a buy with a 3100p TP. Seems about right to me and will be happy to wait for that price. TED does move strongly in either direction so once we break through �28 and hold above it I expect us to shoot higher.