Member Info for Fallingknife1

Be lucky not to see a fall. You can't buck the market!

And then you have the sloppiness of Lincoln. Comparing May 25 to .....May 25 in an RNS. Remember the comparative are always from a low base and they can't even manage to produce flattering figures. Clueless!

Good afternoon Rugs. That's a more realistic book but still unlikely to engender much trading unless we get some news. Good or bad. Though 1p is a support of sorts i guess

Hi boabat. I was going by the LSE dairy which has results for today so apologies to you and all. The RNS said it would be this week. The ask has risen to 21p though there are not current trades to verify this while the bid has fallen to 17p. So the market doesnt know where this is going!

With a cloudy future but surely there must be value at these levels. The price was sky high a few years and I should have shed some load at point but the nosedive in the SP has been long and strong. I feel like packing it all in but will probably strap in and hope to avoid a bumpy landing. Investing in a travel company that has lost its way is probably not very wise but those LTH like me can only hope there is no more junk in the trunk and we have lift-off in the SP. I can see 1500P in a few months which will hopefully be sunnier times.

Monday Bobat. Results are out.

So no wonder there are no trades. The ask from my broker is 1.15p and sell probably fetches not much above 1p. We need a game changer to make any meaningful impact on the SP but it seems beyond the capability of the BOD. If the cashews can get to maximum speedI suppose we might have something to hang our hats onto.

With a maiden purchase. Took advantage of a fall and the quoted SP spread which is a joke. Got in at 18.2p and I expect a feast or a famine here. Fallen nearly 50% from the spike price of 31p so arguably some fat to chew on. Sold two other decent performing shares to fund my purchase so I hope they dont skyrocket and these crash and burn. I do like what I see here though.

Well the SP is above your sale price even after taking a knock today with a disguised profit warning. Swung to net debt but that is just on a technical basis due to timing. Been a holder for 20 plus years so in profit solely due to the divi yield which while not spectacular has been consistent. Slashed by 46% since last year and I plan to sell my holdings if and when we make 280p to 300p as there are better plays elsewhere.

As the fall is ridiculous for a company which has just broken into the US and is hitting paydirt immediately. The yield is rising too which for a company on a high P/E is quite welcome. The departure of Paul and Liz clearly ( but unfairly!) weighs on the SP. Strong buy!

Yesterday was informative of the pivot point we are now. The strong run to 750p was underpinned by the prospect of a larger stake sale and indeed it could have moved higher again on that news. A smaller stake sale could drive ZEG down to 570p or less. My own view is that Trump does brinkmanship and then pulls back to lurch onto the next project. So any uncertainty in investment terms will soon dissipate as it surely did in the recent rebound after the sell-off. This will make ZEG a compulsive buy in investing terms.

A no reason for the drop. This is a bloodbath in truth. Fall accelerating!

And no RNS so seems founded on rumour if anything. I am sticking here and hope the fall will abate and we have a rebound of sorts. Anyone spotted anything?

WE both need a steady ship ALLATSEA. But mushroom is right about keeping us in the dark.

Afternoon Rugs. Yes you are right a 10 to 1 consolidation. I think it threw in 500 quid in a placing at 5p after my vow so I relented at one point. But it has saved me a fortune really as it would be throwing good money after bad. The current spread is ridiculous and I can see no shortterm fixes here. Hoping that a turnaround comes in spite of the BOD because it won't come because of the.. Incompetents!

Averaging down does work but it has to be a misunderstood company, buffeted by events outside its control but has sound fundamentals. The anthithesis of DKL on all measures.

Rugs was your buy post or pre-consolidation? the current SP has to be weighed against the 20 for 1 consolidation.

Shows there is no value in trading ZEG. Back to just under 700p and this could be crucial to break as clearly that level flushes out sellers.

Who has long been a cornerstone to TSTL. Very approachable staffer who was always willing to answer questions and was a steady hand. I wish her well and both her and Paul were instrumental in bringing TSTL from a 40p company to today. I won't miss their constant selling after results which hampered momentum in the shares repeatedly but apart from that quibble, both have been an asset to the company and us investors.

Thanks Heinz! Only skimmed it. Looks like the bid is baked in then though I would love another bidder. I had thought about selling some in case it fell through but today seems like it is a certainty. Might as well scoop out the extra pennies. Got my watchlist to go through and assess until early July when its kaboom!

Today so far. One for a pound and another for 6 pound. The £6 was a buy I am happy to report. And at full ask!

End of June is end of high season. 33300 CPO produced last year so only barely over half of the company adjusted full capacity and if Q1 is anything to go by we wont exceed that by much. I suppose it is useful diversification in case of bad harvest, strikes, elections but does any think this board can make the mill hit 50000t production? The cashew side is growing but from a low base and before I see expansion, third commodity or any new ideas I would like DKL to get these core mills fully operational.