Member Info for philpot1001

Looks like the rate of new infections has started to drop now in China, could support CPO prices potentially.

Similar average to me Rugs. For me I think we can push ~4p on the basis of projection and promise, but to break much higher were going to have to start banking profits. As soon as that happens I think we can jump back up over 8p. Consistent profits every year and I think we're back over 10p again.... all IMO of course.

Stonker there Rugs... personally think the sell off has been over done as the CPO curves are proving resilient

Good news is CPO seems to have bounced back up to 830 bucks

spoke to Lincoln on email back in May when they were setting up the fertilizer programme....and the RNS on 27th June indicated the fertilizer programme was kicking off then. Difficult to say what % of the small holders took up the fertilizer offer though, and not easy to estimate when we would see results. I thought I saw something on the RNS saying 2020 was expected initial results but cant seem to find it now - so maybe im imagining it?

Assuming its about 6-12 months to see initial results, and assuming its a reasonable % of small holders taking up the offer, I would hope H1 2020 would be a bumper year for us....but there are assumptions there as you can see. If I get time I may email Lincoln for enlightenment on these specifics.

On the positive, "if" CPO prices stay above 750 bucks all year, could be talking >28M euro gross revenues even without any prod growth. But I think we should see some growth by 2020 for the fertilizer programme

Think we are marooned on RNS front until Q1's in April too? Basically for next 3 months we are at the mercy of the CPO charts as the only real news flow. Really want to see a genuine increase in Q1 prods from the fertilizer programme

Probably would have done had the Q4's not been a bit of an anti climax.

This mornings trade was an untrade .... that said DKL seems to be following CIF ROT pretty linearly. It's dipped recently.(Trumps trade deal.with China is prob affecting to some degree?), but it's still quite a bit above 800 bucks so far. Hopefully it can regather momentum in coming weeks.

Regarding Q4's, it's dissapointing, to be fair DKL did say they expected to see first signs of fertilizer benefits in 2020 (from memory) but I had hoped we.woukd see a trickle of gain by Q4. Guess it's arguable FFB "may" be seeing a trickle upwards.

Anyhoo as usual, I'm sitting tight, fingers crossed, and watching those "in leiu" shares getting printed.

Spotted from the ADVFN chat

https://www.google.com/amp/s/www.thisismoney.co.uk/money/investing/article-7874707/amp/PUNT-WEEK-Dekel-Agri-visions-stock-50.html

No RNS as far as I can tell, so the shifting AIM financial calendar strikes again? I guess next week then folks

Famous last words from me provoking the break through to near 4p... my pleasure folks :-D

We simply will not be breaking out from 3.8p while people are dumping blocks of 300,000 shares. I would dearly love to know whos doing this

Cheers Cat, as you say the real time trending does seem to be accurate as the CIF prices do seem to follow your "predictions"

I think 10p is doable, but I think probably more likely 2021. Depends how effective the fertilizer programme is.... CAT where do you get your CPO prices from, you seem to be slightly ahead of the palmoilanalytics curve I use.

Looks like either knee jerk reaction to / someone trying to trade off minor "retrace" from ROT CIF CPO. I say "retrace" as it's still near 860 dollars (seems to have gone near 900 dollars recently.

On a separate note, there seemed to be a knockdown to the SP yesterday, I half expected to see a stinker hidden trade today, but no occurrence!? Not sure why we got stemmed back unless some of the BUY trades were in fact SELLS? mysteries of MM's.

Hi Lemajor.... IMO at present the rise is directly attached the the CPO price, let's hope it holds or even rises further.... in the meantime if DKL can show the fertilizer programme is starting to benefit, that should add fuel to the SP rise and kick us up independently of CPO prices. At that point (let's say annual prod figs of >45kT) I reckon could see 6-7p and still be cheap.... then along with cashews, could well see 10p..... conjecture of course, but let's hope for some of that jam finally appearing.

Well there's your hidden dump ... and it's a monster. Released just before close to give us a happy New year eve lol. Oh well, happy New year all.

Nigh on 30 trades on what would normally be a quiet day, not seen it this busy here in a long time