Member Info for hereandnow

market report 15 minutes ago http://www.standard.co.uk/business/market-report-shaftesbury-soars-as-word-on-the-street-says-bid-looms-a3511721.html

https://audioboom.com/posts/5802890-755-dekeloil-dkl-cadence-kdnc-and-malcy-on-vog-hur-amer-and-far?t=0 a good listen, way under valued compared to its peers

Fresh fruit bunch collection up 10% CPO production up 8.3% Sales up 36.6% Inventory (so even more sales to come) up 28.7% Now consider this, this is a quote from the January 17th RNS re. dividend policy. This was before it was known how good production was going to be in Q1 'After taking into account existing cash flow, capex commitments, and the Company's current prospects, the Board expects to maintain a progressive policy over the next three years at which point the policy will be reassessed based on future years' trading results, the prevailing economic outlook, and the availability of distributable reserves. THE COMPANY WILL ALSO CONSIDER MAKING DISTRIBUTIONS TO SHAREHOLDERS IN THE FORM OF SPECIAL DIVIDENDS IF AND WHEN IT IS APPROPRIATE TO DO SO. ' And this key quote from today's RNS tells us that production has continued to beat last years record sales, ' 'APRIL PRODUCTION HAS CONTINUED STRONGLY AND IS WELL ON TRACK TO EXCEED APRIL 2016 PRODUCTION RESULTS' Re-rate long over due here, special dividend is now a real possibility

Fin Capp will move that target considerably higher after today, re-rate coming.

That has completely smashed all our predictions, WOW!! Just goes to show last year was not a one off event, just goes to show that organic growth is really happening, all that extra income just drops to the bottom line with no extra costs, return on capital investment just gets better and better. It will take a while to absorb all this. If I remember correctly, when they announced the progressive dividend policy, there was talk of special dividends if production and prices were particularly good…….are we in that territory now?

Excellent PR for Dekel Oil, the Midas tip for the week, the article got a whole page in the paper. Should focus some much deserved attention on the company. So under valued, should be 20p plus at the moment, let's hope the Q1 update is decent.

The problem with this company is they give no sales numbers so there are no metrics to measure the success or failure of their investments. Today, following an early and poorly timed investment in Audioboom, they have averaged/dumbed down with a small top up in the placement……..good money after bad?…time will tell. Need Jukebox numbers as well as some number guidance re their other non-listed investments. I have asked repeatedly and have been met with silence or a repeat of the 'story'. Not good enough, sorry

I just bed and isad £20k of stock at 11.75/11.77

A PE of 6.3 , a dividend, a growing dividend plan , organic growth, more efficient production, higher CPO prices, the PKO bonus income, two sets of expansion plans in progress, hints of 'other' business………..crazy cheap, I've been accumulating these past weeks and months. I can only thin investors are frightened of a poor Q1 following the v poor November and December. What else is there?

Dowgate Capital – April Stock Picks Page | 3 NEW SMALL CAP IDEAS DekelOil Price: 11.9p Market Cap: £35.5m Ticker: DKL.L Market: AIM Sector: Food Producers We anticipate DekelOil will shortly issue a quarterly production and sales update from its expanding and profit generating palm oil operations in Côte d’Ivoire, West Africa. With current Crude Palm Oil (CPO) sales prices being much stronger than at this stage last year we would expect to see material sales revenue growth compared to Q1 2016. The FY results to 31 December are also expected to be announced in the next 6-8 weeks. This will hopefully provide confirmation of DekelOil joining that small and exclusive AIM club of yielding shares with the payment of a maiden dividend. Management highlighted recently (Feb ’17) that FY16 results are “anticipated to increase materially compared to FY15 revenue of €23m and EBITDA of €3.1m.” DekelOil is a vertically integrated palm oil producer, owning a production mill that enables independent smallholders to process their harvested produce (Fresh Fruit Bunches) into crude palm oil, along with plantation land developed by the Group itself that is now reaching maturity. House Broker Cantor Fitzgerald estimate a dividend of 0.17p (0.2c) per share for ’16 FY, which equates to a 1.4% yield at the current mid-market price, which would be covered by x5, based upon an eps forecast of 0.85p (1.0c) for ’16. Ahead a progressive dividend policy is envisaged, with the Group benefiting from an extremely favourable 13-year corporate tax holiday in Côte d’Ivoire. The PE ratings looks very undemanding for a Group still in a growth phase, at an estimated x14.0 for ’16, dropping to x6.3 for ’17 using Cantor Fitzgerald’s projections. The market background remains strong, with CPO prices up by around 20% over the last 12-months and near 3-year highs. Further out in the mid to long term, there is the prospect of DekelOil attracting takeover interest and thereby going a similar route to that taken by MP Evans and New Britain Palm Oil in recent years. We recommend DekelOil as our dual AIM growth and yield play.

Yep, looking a bit better, sub 12p stock cleared out it seems…at least for now…12.25p to buy

My pleasure FK. Questions are always welcomed here but, if u want accurate answers, they are best directed in the right direction. In this case, that is the company. Hope that helps?

Have either of you directed these queries to the company. I have always found them open and forthcoming though constrained as to what they r allowed to say? Communication details are at the base of the rnss and on website

They only announce news when they have news to announce. Colour on progress comes in Interims and full year statements. They are working on everything you stated and more but until things are decided, finalised there is nothing to say. Proper company unlike most on AIM who announce endless MOUs' and LOIs' which are meangingless twaddle

Two numbers 1/. Guess the Q1 production number 2/. What number would make you happy For me 1/. Last year seemed in hindsight to be something of a freakish Q1 yet, there should be some organic growth because more hectares have been planted over the past 5 or more years. January statement was quite bullish so I am going for 14 000 2/. I would be content with anything over 13 000, happy with 14 000, very happy with 15 000 and v v happy with 16 000 With CPO prices 40% higher than this time last year, profits will be excellent

Hi Dibs, hope you are well? Surprised you never bought back in considering what they have achieved, the announcement of a first dividend , the current high CPO price and the v low share price. What are you holding, crossing fingers for these days

Thanks for all this Sisyphus, much appreciated….keep em coming!!

we'll call that 11/. any one else got anything to add to the list? This has been moving up nicely, as have the volumes. It would be great to get the placement money in the black pre Q1 update. North of 13.25p this week please.

Thank you, I gather from about 2014 they stopped being a pure R&D company and started to commercialise their technology…is this about right? Can anyone provide me a link to explain their various bits of IP? I am really trying to work out what they've got that is 'unique' And finally they have several divisions which all seem to have some IP. What are the potential markets/customers in those sectors? Thanks in advance for all help, these things take time and I notice this is a civilised BB and some of you have been around a long time. Back in the Corac days there were about 100 million shares in issue and I think the SP peaked at around 85p…..is this about right?

Just doing some research here. Would appreciate some help. Am i right in thinking that the last money raising was 2/12/2013 when they raised £13 million at 10p a pop?