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Share Name | Share Symbol | Market | Type | Share ISIN | Share Description |
---|---|---|---|---|---|
De La Rue Plc | LSE:DLAR | London | Ordinary Share | GB00B3DGH821 | ORD 44 152/175P |
Price Change | % Change | Share Price | Bid Price | Offer Price | High Price | Low Price | Open Price | Shares Traded | Last Trade | |
---|---|---|---|---|---|---|---|---|---|---|
-2.30 | -2.76% | 81.00 | 81.00 | 82.00 | 83.90 | 81.00 | 83.50 | 322,852 | 14:18:43 |
Industry Sector | Turnover | Profit | EPS - Basic | PE Ratio | Market Cap |
---|---|---|---|---|---|
Commercial Printing, Nec | 349.7M | -55.9M | -0.2854 | -2.88 | 161.02M |
Date | Subject | Author | Discuss |
---|---|---|---|
25/3/2024 17:46 | CA Interims are due out on Thursday. DeLaRue AGM for year ended 25th March 2023 (sic) was on September 7 and they put out Interim results for 2023/24 on December 19. Clive Whiley indicated in the Interims that an update on trading in FY23/24 will be presented by May 31st. "The Board is determined to utilise [December19th's] market update as a springboard to optimise the underlying intrinsic value of the business, for the benefit of all stakeholders, on which the company will provide an update before 31 May 2024." | wbodger | |
25/3/2024 10:30 | Could be something in that. It’s unusual for CA to stay quiet for so long especially with them needing to sell up. Normally they would be agitating. Perhaps they are waiting for the end of year results which have promised improvement based on increased order books and reasonable half year. | mickyl | |
20/3/2024 10:36 | Bidder still doing its due diligence...? | gargoyle2 | |
20/3/2024 10:15 | What is going on with this share? No news flow in 3 months, negligible daily trading volume and not a word from its largest and most vocal shareholder CA? | jensen10 | |
07/3/2024 11:23 | Hopefully an improving set of financials, as talked up by Clive Vacher re the market changing for the better, will spur the share price beyond £1.10. Takeover then a real possibility as business will be stabilising. | mickyl | |
05/3/2024 10:02 | Well that would be amusing if it were to happen. didn't some French outfit bid over 700p for this crock some years ago? Rejected. In reality there is and was no alignment of interests between management (at that time) and shareholders. | meijiman | |
05/3/2024 09:34 | I think DLAR will be taken over, probably by a US predator, this year. | masurenguy | |
05/3/2024 09:00 | Surely that just depends on the takeover pricing? Looks to be a win/win business improving, outlook improving and a possible takeover target. | shrewdmole | |
15/2/2024 15:09 | I don't want a takeover myself, market conditions are moving favourably, especially for bank note demand which appears to have been a pleasant surprise. Let's hold out for well over £2. | harry_david | |
15/2/2024 09:22 | ...a robust pipeline of opportunities for disciplined M&A.The Crane NXT ( $3.4b market cap) businessImportant subsidiarieshttps:// | kooba | |
14/2/2024 21:36 | Strong results from Crane..Aaron W. Saak, Crane NXT's President, and Chief Executive Officer stated: "We delivered a strong close to 2023, underpinned by outstanding operational performance from both our businesses. We achieved adjusted EPS of $4.16, exceeding the high end of our guidance, as well as generating 4% growth in core sales, and expanding our adjusted segment operating margins by 30 basis points year over year."Mr. Saak continued: "With this solid foundation in place, we are well-positioned to execute on our strategy, both organically and through acquisitions. We have a strong and flexible balance sheet, ample liquidity, and a robust pipeline of opportunities for disciplined M&A. As we look to 2024 and beyond, we have a clear path to build on our success, expand the business, and drive long-term, sustainable shareholder value."Currency saw good tenure growth and improved margins. | kooba | |
01/2/2024 13:11 | Then big gap up to 150p | soleman1 | |
01/2/2024 12:44 | Broken through 90p barrier. Next charted resistance 104p | mickyl | |
20/1/2024 08:28 | As I've said before i think the company is a sitter for a takeover approach before it has time to recover further ..if the offer reflects the strategic market position and that recovery potential it might well succeed with CRS and RG now holding over 25%..but it would still have to be a decent premium. Maybe what he is looking for? | kooba | |
19/1/2024 19:20 | It’s interesting that an Investor like Griffiths is still investing at 85p. He clearly thinks there is mileage in the company. I think it’s sad about the Gateshead plant. It was once the flagship with an enviable reputation! | mickyl | |
19/1/2024 11:05 | I think there are some trade report systems that do not feed into the LSE volumes. But here though it is likely that only the transaction that took it over a percentage barrier that is the trigger for reporting .The holder could have moved from just over 9% to 9.99% weeks ago ..it was the transaction that breached 10% that made it disclosable. | kooba | |
19/1/2024 09:06 | Thanks Kooba. I look at the trades most days and didn’t see a spike. Is there a way of purchasing shares without them showing up on the daily volume of shares traded? | mickyl | |
19/1/2024 06:56 | His overall exposure has moved from 9.09% to 10.19% since the end of November so purchased another 2.15m shares breaching the % reporting level. | kooba | |
18/1/2024 22:45 | Has he purchased more shares at 85p? I noticed it said 7.91% voting rights through financial instruments. What does that mean exactly? Has he purchased the rights to other people’s shares? | mickyl | |
18/1/2024 12:20 | Richard Griffiths ads again. 10 percent now | simmsc | |
11/1/2024 11:20 | Thanks wbodger. It’s a compelling argument for <£1. CRS can’t hang around for a sale and may come under pressure to sell sooner rather than later. No doubt they will be talking to Crane currency et al to takover their stake. | mickyl | |
10/1/2024 17:01 | In theory, perhaps. But they will be aware how much of a loss/gain they expect, that's human nature. I didn't go back much before the capital raise, because CA have mentioned in communications that they initially made a gain after the capital raise. Here are some pointers (DYOR): AR-to-EndJune-2023: In July 2020, De La Rue completed a £100 million fundraise which was priced at 110p per share.The Fund [CA] was the largest investor in this raise and ended up owning around 18% of De La Rue’s issued share capital. Following a significant rise in the share price, the Fund reduced its exposure and reverted to being a 10% shareholder. Previous Year. AR-to-EndJune-2022: Additional investments and shareholder returns were funded by reducing the Company’s shareholding in De La Rue ... The holding in De la Rue decreased to 9.8% of De La Rue’s equity (2021: 12.3%)... This does not tell us much about how much profit or loss was made selling down from 18% to 10%. It is likely the shareholding they had before the 2020 capital raise took a hit, and if they paid over £4 a share for it, a big one, but raising the holding to 18% at a price of £1.10 would have averaged it down. £1.10 is therefore not a bad starting point for a guess. Averaging between £1.10 on 10% and £0.50 on 6% gets me to about £0.87 blended on the current 16%. | wbodger | |
09/1/2024 10:19 | Why does it matter what their historic average cost of holding is? They are professional investors. Their fund NAV is marked to market. Their exit will be based on what they believe the company is worth in the future. | jensen10 |
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