Member Info for Fallingknife1

even after such a strong rise. Berenberg have raised their Target Price to 1300p but surely this can't be the reason for the jump, given it was struggling yesterday. Seems to struggle at 1165p though as it retraces. And back again testing it now. Defeinitely something cooking!

Good visibility and everything on track to deliver 6.4p per year dividend. Very safe dividend given their margins and scale. I don;t know if there is much capital growth in the share but if it is income at a reasonable yield you are seeking the Tritax certainly ticks all the boxes! I would be quite happy if they do another discounted rights issue as well as reinvesting my dividends as it gives me a chance to grow my holdings. Very happy with a management that knows how to box clever.

Especially when you consider we have had mainly crab like movements in the SP for ages. Maybe it has been tipped somewhere but I am certainly relishing the rise. It hit 1162p on the ask which is the highest since I have held. I would like to see a new trading range of 1150 to 1200p established as that would be closer to fair value. this one should be a bread and butter share in anyone's PF..

Thanks JK. We shall see. I think DKL will issue shares to the Stock Exchange in lieu of payment for each RNS.

Evening perky. Unfortunately I joined the Rothschilds by making my fortune by selling too soon. I sold out at 160.2p yesterday morning and then it started to climb. I didn't like the large dividend cut and the fact that a profit warning would wipe out my profits. I had a good average having bought in at 126 and 112. I will be investing elsewhere hoping to make up the ground. The broker forecasts are a joke. I wouldn;t be surprised to see this hit 200p but I am out unless it retraces to 150p.

clearly responsible for driving this up. 12p is a good floor if we cans sustain it. 13p has proved very sticky resistance over the past year but once breached we can move quickly to 15p. Obviously we are some way from 13p as it stands but a couple of decent buys has moved us up. I think the resolution allowing the company to buy back up to 5% of shares will be useful. What are the declaration rules? Is it within 28 days? They must also say whether the shares are to be held in Treasury or for cancellation or both I think. This is something they didn't specify in the resolution at the AGM.

so it looks like the market is waking up to this one. 700p looks far away now. Discount to NAV is about 11.8% so still plenty to play for.

Looks like this one is climbing steadily. Hope investors have a head for heights as we power ahead. I think Rivaldo is bang on as post Grenfell there is lots of business coming in which didn't feature in the interims. They are actually doing scaffolding outside my block of flats near the British Library which although obviously small scale shows the reach of the company. A big jump today after some selling on news yesterday so clearly investors have picked up on this one.

Debt reduction is excellent but divi cut by a third. Cautious outlook statement with clear challenges ahead. Large drop in profits compared to last year but good to see divestment of non-core activities. Very much on a more stable footing but I expect a fall on opening.

a sell trigger in low 1500s but only gets sold down to 1470 before it bounces. I have a feeling we are going to break through1525 quite shortly once we have flushed out some sellers. Results are 2 months away and I expect us to be between £28 to £30 at that time. The global and internet expansion is not priced in here yet and its premium brand should means concern over discretionary spending is not applicable here.

Up 4.1% today to hit new highs. Can easily see this hitting 300p once the FDA approval is announced. The spread has widened but they will need to narrow this to get in some sellers. I make it only 3800 shares sold today with the rest buys. Plenty to like and plenty more to come here! Lasts week's small fall backis but a memory and we seem to be breaking out to new territory.

Agreed Rivaldo. I can only think today's 3.6% fall is down to profit takers after a strong run up or those perturbed by the prudent tone of the update. The sales growth due to compliance and good visibility going forward should all be reflected in next year's results but the release of the interims in September may provide am opportunity to confirm to the market that trading is running ahead of market expectations.

Oops I better find another home :) Some Irish clover. Fingers x'd she isn't Irish. Thanks for the smile Blue :)

which is the highest for a few days. It would be nice to get buying in volume so we coul get the bid to 12.25p. Trade is quite thin. I am surprised that a large buy hasn't surfaced as a late reported trade as the move to 12.5p ask on papaer at least is not reflected in the actual trades.

and am none the wiser about this is rising.30 posts had derampers in it and 4 about rampers. The other six were divided between where it was going and what theys old at. Not a morsel about why the rise.

Very kind of you Blue! I think if I slected bits then it would be a bit biased. There ae probably more committed holders than me here who can;t make the agm due to time or location so I like to try and give some feedback. It is also useful to have a cvontemporaneous record of what was said so it can be referred back to or disputed as people like. I think there are some good initiatves. The share buybacks might be the antidote to the seller into strength. The extra storage will also be welcome. Nordpalm will be brilliant if we can pull it off and get in a partner. Was the latter what Miss Arav and Yehoshua working on yesterday? The progressive dividend is useful and 3.9% yield (1.7 plus 2% year 2) compounded over the next two years if converted into shares would be a nice addition. It is now 100% of profits rather than 51% as before. I also get the feeling they udnerstand how important production is so they are going to drive that up as best they can. Hopefully Q3 will surprise to the upside. The increased production of PKO in Q3 to smooth outside seasonality is also a hedge against a poor quarter. CPO price has dipped and August futures are at a six month low but as DKL price agreements seem to have a 3 month lag they will still be getting higher than teh current price. The competition between refiners for produce should also help put a floor on price achieved. So quite a lot to like here. If only that pesky SP would go back to 20p then i would be in clover.

looks like this whole HTB review has been overblown. Short-term it will be a huge positive if the rview goes for a phased ending. Stretched wannabe homeowners wil bring forward purchases in order to avail of the scheme. Wasn't it due to expire in 2020 anyway? Speaking as a holder I just love the smell of fresh househunter in the morning and that particular group ain't going anywhere anytime soon. Profit takers have been spooked out and as anything below 600p is a bargain here, then there are plenty ready to step in. HTB has inflated the market at the lower end and brought down some price which would be 600k plus to just under that figure. Therefore the laudable intention it has to help ordinary people has not only not worked, it has been positively harmful. Barretts should not be relying on artificial props like this.

You mean all in all it's just another brick in the wall?

Can posters help me compile a list of negatives so I can assess what is being addressed by the company? These negatives should be things that would stop you investing/adding to shares in the company. 1) Debt 2) Persistent seller 3) Poor SP performance 4) Fluctuating production quarters 5) Slow movement to full production 6) Spread 7) Illiquid 8) Africa is risky/unstable Has anyone got any more? Which applies to you?

I forgot to add that the disconnect between Official CPO price and what DKL seems to be remedied ( remedied of course when the Official CPO price in Rotterdam is high). I have been banging on about for years so maybe it is just me but the company's pricing structure is all over the place. First it is connected. Then not. Then is. I did query this at the AGM yesterday and the response was they considered/tried fixed pricing ( at the start of a calendar year) but prefer the flexibility of floating prices. I get that but while the official price is high I think we should be shadowing it more closely.