Member Info for philpot1001

agreed - but how many of the CLLN contracts are low risk and rate paid - not many, which is why carillion ended up in the shizzle.....don't get me wrong, if there is profit to be made from that disaster then great, I just cant see it happening that easily. I would imagine Balfour would be the go to contractor for most of that stuff also, although we may get offered some

I'm fairly close to B/E now too..... the good thing is sentiment is back after just one decent quarter... if we get a good first half in 2018 this should get real traction.

Lol i reminded him of that the first thing when the figs came out mate

I can see it eeking up to 0.9p-1.0p based on the fact it's sooo cheap even a punt at that level now panoro has cleared should be fairly safe..... but anymore than that I think will need some positive RNS

Lol yep indeed!

Lack of communication plain and simple IMO. As usual this SO is seriously lacking on this front. Investors need the data, most don't like taking a punt on estimates / guess work

Trades still aren't showing on this website though!

Boom! 10p!! Now just need to keep in there

TBH bongo now ive thought about it, I can't see GFRD being interested in the CLLN contracts, they have taken a kick in off the Aberdeen fixed price contracts, and have declared they aren't going near them again.... I don't blame them, they stink in their current form. Unless they can be SERIOUSLY renegotiated, forget it..... and I can't see that happening, Corbyn would be spewing fire

Sorry butter fingers .... i meant 9.9p! Plank!

If he's genuine punter for DKL shares it's a shame he couldn't be convinced into being an owner, he would have been a valuable contributer with his knowledge! Especially as the SP was a gnats wotsit from his declared buy in price of 8p at it's lowest. I'm not convinced he was though, which does then beg the question what was he doing here? Anyway, hopefully I'm wrong, hopefully he sees the value here now and comes back with some shares in his pocket..... maybe that was him that just paid 0.9p? Haha :-D

interestingly Liberium have issued a rating of 1550p after the 40m hit, unchanged from the previous day.....basically implying they don't believe it materially affects the SP projection. I guess I can see where they are coming from long term i.e. 1-2 years down the line, but it must impact the business some degree. Could it marginally lower the next dividend? Dunno, maybe they can absorb another 40m on top of the 98m? Due diligence on dividends is important though, rather than just pumping them out to keep investors happy (think carillion), at the end of the day the business is more important than investors. Guess we will find out in Feb

Looks like the march downwards is running out of steam so I took another bite.... still keeping a wedge in my back pocket in case it drops again but I won't be adding now unless it goes sub 1100p which is probably unlikely

My AJ bell portfolio is a bit clunky at times.... the only way to get a real estimate of value is to do a dummy trade

Time to sit tight, look forward to the full year trading update and the Q1/Q2 figs.... if they go well this should shimmy. I'm hopeful this should see above 10p off the back of the Q4's, I think that's reasonable

It is frustrating FK but nothing new ..... to.be fair all other shares will witness profit taking during the rises....they always go up on blips at resistance points (and blips downwards too at support levels). I'm no chartist though. If we get another leg up today near 10p I'll be well happy.

Always look on the bright side rooster ;)... guess we will know more on the Feb results.

Rooster the 80m is not 80m of extra business And profit, it's 80m of overhangs to finish the projects which have already over ran (I believe)..... effectively it's a cost CLLN were going to bear but obviously can't any more.

Good play rugs, I almost topped up at 9p but wanted to wait until the prod figs came out to cover my rear in case the worst happened..... as it turns out he who dared won! I paid slightly more this morning but I'll live with that. I got two hits in now sub 10p

I guess the dividend this time around should be fairly similar to last year's, maybe even slightly higher as the revenues are potentially up. ..... although if they are looking at expansion with Norpalm might be best to at least leave the divi as it was. Just spotted the issuing of more shares FK, it does seem to be habitual at DKL (and other AIM companies I'm with)