Member Info for Fallingknife1

Morning Phil. I am afraid you have committed a grave error in using the standard and widely ( universally) accepted definition of "dilution". To your shame you have not entered the word "dilution" into your Google DKL translator clearly as you would have quite easily be able to parrot the line that issuing of shares (Dilution) is not actually Dilution despite the name (Dilution) but is in DKL speak actually a (diluted) vote of confidence.

If the third commodity is Rubber Phil I hate to think how many shares will be issued or in DKL speak "votes of confidence" - to these advisers for their rubber ladders. PS henceforth could all posters- it is a DKL Board after all- please refrain from calling these "shares" issued to the milkman et al "shares". They are nothing of the sort.The Board are issuing Votes of Confidence ( in the form of shares).

Hardworking chap too! Combines his businesses with a milk round and gets issued shares for making sure DKL execs have a daily pinta with their expresso Lattes.

No sign of yesterday's Fritzel. We know DKL has a Fritzel cos there is obviously a large cellar about.

Excellent prediction on CPO numbers Phil. You be Phillip Hammond or Spreadsheet Phil the former Chancellor undercover here :)

Totally agree about the production numbers. It is very disappointing to be running at half capacity. I suspect it is a supply issue given FFB's only last three days. Are they doing three shifts though or two? It is their proposed model for Cashew after all.
"The forward plan for the Cashew Project is to increase production by 50% to 15,000tpa within 24 months at no extra capital outlay by increasing the number of shifts of employees at the plant from two to three per day."

this morning but dare not tell the wife. The prospects look good here and the TU in 10 days will hopefully be better than previously expected.

and took a while for the market to appraise it. Luckily I managed to sneak in a buy before they did. Been averaging up since I spotted this three months ago and looks a decent prospect even now.

The same old reguritated nonsense which adds no value to the board. It would be useful if you could discuss the SP, fundamentals or prospects rather than inane postings about moon trips . All this coming from a self-appointed board policeman who wants to drive off any negativity on the falling SP and failing investment.

Posted earlier though my contribution is posted missing on LSE there must be a large sell being worked through or one already undertaken. The MM's are now able to give a live price and bid clipped from this morning. Still up on the day and we have more updates on cashew,the third commodity, RSPO and now PKO. With AIM there is always the danger of a small retrace with the news being out. A tip sheet could give a short-term boost of course.

Ionically the approval of DUO products must be being held up due to Covid as it was due before Xmas. Still the SP is bowling along nicely even without an announcement on India. Starting to motor towards 600p which is some going despite it being on a high PE. Will we see approval in the US due to the new administration and the expanded TSTL team soon. Would certainly be a boost to the SP!

Morning Ilikehouse. Good question. The market expects another offer as the agreed bid is only 405p but the SP is now 445p. I was going to sell some on Friday but as I saw some renewed strength I had a feeling that something was in the air. Worth holding on for a little while for holders like myself to see if this flushes out another bidder as the market says is likely. Howver I would question how much more of a premium is possible on the current SP and am tempted to take profits myself within a week.

Bump. You heard it here first folks.

of 6p. BiD is 5.85p so perhaps if buying fizzles out then 4.2% is where we are at. Not bad when we could have sell on news after a strong run. However the fact that no live quotes are available is very positive and we saw in the last few trading days how quickly this can move up . A puff piece will help too.

Now 5.8/5.9 so I think a break of p on the ask is a racing certainty. No whiff of sell on the news so far.

We seem to be missing some of the old posters like smilingyellowvan, blueto, goldsmith and indeed troublingtimes so a shout out to you guys to see if you are still around.

.. can't buy any with a live quote but doesn't work to move the SP when I declare it.

I expect a puff piece today to bang the drum . The PKO export would be useful but the company have told me it is only a small part of the business. I wonder could they expand it without affecting the CPO side as they use the same mill. Production is only 50% of CPO capacity for the full year. I know they had supply problems wIh FFB but if they dont do it already could the not do shift systems for CPO production as they intend to do with Cashews?

Hoping we can move the SP higher this morning and the absence of live uotes augurs well.

Rugs to tell us he cant 100 shares but can sell 10 million for this to shoot up 20% again :) I

I thought the post was a bit erudite for a noobie Crooty. I will put SHOE on my watch list and see how it progresses. It seems to meet resistance at its current SP so it will be interesting to plot where it goes from here. I am expecting a market correction of 10% within the next two months anyway and if SHOE is part of that I might be prepared to step in below 50p for example. I am also interested to see if £1 arrives as has been predicted by a few here.
You into anything else for 2021 Crooty? I like RWS and will be punting that this year.

Morning Jonco. NIce to see a new poster here. Been in DKL long? I enjoy the monthly figures and it helps in one way because lack of news flow is the tombstone for the SP for many AIM shares. However I disagree with producing monthly figures on another level as it is potentially very destructive to the SP and actually counter productive. We are experiencing recently confirmation bias in DKL's figures as the numbers are arguably inherently weak but look great against very weak comparables. Also when you are analysing something as Tony Blair did during the Gulf War you should not take a single piece of evidence and extrapolate from it as it can be misleading. And like the dividend which DKL introduced and 'promised' that they intended to grow it but had to abandon it, if you make monthly production figures de rigeur when you remove them it is very damaging. And you might want to remove them if investors sell on one month's poor figures quite regularly and thus hamper the SP.
But I like them and months would not be the same if I couldn't play my DKL RNS production figures Bingo. By the way what do you make of the superb start for FFB collection, CPO and PKO to January 2021 to be announced Monday 11/1/21? All 9 days of it.

Ah yes my brain is pickled PV . Didn't pay attention to the date. That buyer is at least 4k up. Not bad for a day's work!

at £41.30. Now I am having to pay almost £50 a pop. Gonna keep buying..

Could you speak up a bit then MT as we could do with news?

Jeez Pickling you gave me an 'Ard on with those projection figures but I also think you should quit smoking honestly. I use cornflake packet for my calcs.

It will be interesting to see how your figures tally with the actuality. I have never been able to quite follow DKL's pricing though it has been explained a few times. Not that I can't understand it, it doesn't seem to relate exactly.

A lat reported 25k sale from early afternoon was not enough to satisfy demand. Interesting!