Member Info for philpot1001

Makes sense PR and aligns with my understanding.... just thought it was a little premature to be mentioning clean energy as being one of the reasons for 12p in Q2 21 when it's not likely to start for a year or two. *caveat I haven't listened to the podcast so I may be being unfair there.

Nonetheless personally still see >9p if CPO remains high, we get a decent H1 prods and the cashew starts before Q3 .... fingers crossed folks

Is that implying the clean energy project is beginning sometime in 2021? Or am I putting words in his mouth there? Thought there was going to be a delay before that kicked off ?

Although just to clarify, maybe SP wont see a significant rise until the RSPO accreditation actually happens. Sounds like year end ish

I actually disagree with you on this FK. I and a lot of young investors (not that i'm young lol) are ecologically conscious, and i think getting RSPO accreditation will attract more investors. That said obviously we are still a little way off that yet, nonetheless good to see some movement on this issue.... I've emailed Lincoln on this matter a long time ago, so potentially seeing the finish line is a relief

I'm surprised no one counter offered cocoa as a crop, to make some chocolate kettles? ;-)

Just joking, despite the annoyance at least DKL should be a shoe in for some profit next year.

Why not just sack all the advisers? Save dilution. The CPO volumes have been at best flat - at worst progressively getting lower year on year (as a trend) so their sage advise is about as much use as a rubber ladder..... maybe that will be their next "advice" grow some rubber for some ladders

Moved up to the next leg, but it's not a large jump. Think over all it's probably a fair move , my guess was Dec 1500T would see a move up but Q4's are always small fry in the scheme of things. Dear BOD please pull your finger out for Q1 2021 and make the most of the commodity prices.

I was expecting an RNS after that jump, looks like sentiment is as high as the CPO price

https://oilprice.com/Energy/Energy-General/Hydrogen-Production-Is-Set-To-Increase-5000-In-Just-5-Years.amp.htmlhydrogen

Persistent +8% on CPO prod over the past 3 months- is it possible the fertiliser programme is finally giving some improvements? Time will tell I guess. Beginning of "peak" season up soon, hopefully the improvement carries over into Q1 2021

Hey folks, been a while since I posted on here. Nice to see a bit of optimism return. I reckon if they can consistently get an EBIT return of E9m AND have growth plans like the eco power etc should be > £50m MCAP here.... just depends how consistent they can be with the metrics which has been lacking in the past. Hopefully the cashews adds stability

Opens on my phone with no registration required. Thanks!

Nice surprise to see the leap up.. I've not even looked here for about a week so missed all the news discussed on here.

Hey B2G, for me the initial SP reflected the large estimated growth of CPO in the business strategy of the time.... if they were maxing out nr 60kT+ and if CPO was >$800 i think this would be over 15p.... as it is, those growth estimates look ludicrous (as you've pointed out) or even incompetent. Who knows, I still finding myself pondering potential positive effects of the fertilizer programme, but it has to be said thus far it's done jack..... or at least, if it has increased the production levels, we aren't seeing any of it (for whatever reason).

What will the cashew side bring? Who knows

Mind you, as we are only ~50% capacity prob don't need the peak season offset I guess!

Thanks PR, what I was really trying to ask was are there any oil seed crops with peak harvest during Q3 or Q4? I will do a bit of research on this as haven't done any yet

Another commodity with a staggered peak season that could utilise the same mill would be ideal ... is that even possible though?

I would like to know just how these "advisers" are being judged to justify their share payments? In terms of production yields you might as well employ my mother, I reckon she would have a better idea.

"On a modestly favourable penetration rate of SteelCell in the stationary power market, Berenberg gets to a price target of 580p, but full penetration moves the number to 2,000p or 400% upside."

https://www.google.com/amp/s/www.proactiveinvestors.co.uk/companies/amp/news/925619