Dekel Agri-Vision ‘potential for the shares to re-rate’ say WH Ireland

Dekel Agri-Vision
[shareaholic app="share_buttons" id_name="post_below_content"]

Dekel Agri-Vision Plc (LON:DKL) is the topic of conversation when DirectorsTalk Interviews caught up with analyst at WH Ireland Nick Spoliar.

Dekel Agri-Vision Plc has provided an August production update for its Ayenouan palm oil project in Côte d’Ivoire, what were the key highlights in your view?

Dekel’s production figures continue to indicate that this will be a strong year for the group’s palm oil operation, with palm oil production 38% ahead of last year in August, following record figures for some months during the high season earlier this year. While volumes have started to come down as Dekel enters the annual low season, we see the cumulative production in the year to date and strong pricing still being realised as encouraging.

How do today’s figures line up with your forecasts?

Cumulative production in the year to date is well in line with our expectations for the full year, giving us a good degree of confidence for the full year financial performance in the palm oil business.

How do you see the company in terms of fair value?

When operating at full capacity in FY2024, Dekel’s newly commissioned cashew processing operation should deliver a step change in the group’s profitability and cash generation, as this project goes from being a cash drain in recent years to a strong contributor for the group. We see potential for the shares to re-rate as this project is successfully executed and as the company reduces its borrowings following the completion of the investment phase of its cashew operation. Our fair value stands at 9.5p.

Dekel Agri-Vision Plc (LON:DKL), is a West African agriculture company focused on building a portfolio of sustainable and diversified projects.

Share on:
Find more news, interviews, share price & company profile here for:

Dekel Agri-Vision raises £115.6k in Retail Offer

The Retail Offer launched on 27 June 2025 raised £115,601 via 21,018,429 shares at 0.55p each, bringing total gross proceeds to approximately £2.5m. Admission to AIM is expected to begin 23 July 2025, subject to shareholder approval.

Dekel Agri-Vision maintains EBITDA and strengthens cashew turnaround

Dekel Agri-Vision reported stable Group EBITDA of €2.6 million for FY2024. A 41% improvement in the Cashew Operation offset a softer year in palm oil due to lower CPO prices. Post year-end, the company raised £2.33m, restructured debt, and expects further gains in 2025 with rising CPO prices and continued cashew progress.

Dekel Agri-Vision secures £2.3M backing ahead of strategic vote

Dekel Agri-Vision closes an oversubscribed £2.33 million fundraise with strong director and institutional support, setting the stage for a pivotal shareholder meeting in July.

Palm oil finds momentum amid shifting global flows

Palm oil prices have edged higher as strong exports offset Middle East uncertainty, while India’s recent buying pause underlines volatility ahead.

Why palm oil is gaining strategic relevance

Palm oil is gaining attention beyond the commodity market, as emerging trends signal a promising long-term investment opportunity amid shifting dynamics.

Palm Oil prices edge higher amid emerging market undercurrents

Palm oil prices are rising, reaching a seven-week high, driven by dynamics in biofuel policy and geopolitical risks. Explore the market shifts impacting this key commodity.

Search

Search