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Devro Share Discussion Threads
Showing 2801 to 2821 of 2825 messages
|Good update here, pleasing that China showing great growth as this market is key as dvo move from high volume low margin business to premium positioning. Should have greater effect on profitability.|
|Hi all, just to let you know I saw that Shares Magazine has tipped DVO as one of its 'Tips of the Year 2017' - part of their thinking is around a possible takeover which sort of makes some sense.
Fingers crossed !! WD.|
|At this rate, I m happy to hold. I was a little histrionic earlier. Quickly amassing losses does that to me.|
|Any idea what's caused this fall?|
|Mmmm, here we go.|
|OK racg, no prob
A bit oversold to be sure
Predators no doubt alerted
Bought another slug at 152p
Needs some positive news before major advancement
(and certainly no more missed targets!)|
|Ok fair enough Phillis, I can see being personally involved would raise your ire with my angry comments. I will try to be a tad more considered and I m encouraged by the recent strength. Though, I m not sure if that is a function of the entire market being so strong or specific sentiment towards Devro. Hopefully, the latter.|
|Right, I respect your opinion.|
|Ok let's start again
I know a lot about this business and the people
The late Chairman was a very close friend and business Associate of mine
I remember when he recruited Peter Page
I repeat management have if any thing been over ambitious e.g with the qualification time and requirements for Latin American customers|
|Having read back my posts, I accept I have left a number of bilge posts, mostly out of frustration as each top up I made, promptly went underwater. Fingers crossed we have hit the bottom and management can instil some optimism about the future.|
|It is complex business in terms of geographic locations and different market
requirements, but that is what management is paid for- to execute efficiently.
From memory DVO's main competitor was mentioned in the FT article and having looked
at their 5 year record it highlights large Devro underperformance.
Not sure why DVO is mentioned re Cranswick as very different,
think the FT was pointing to the differing capital allocation returns.|
|Phillis, in fairness the huge CAPEX spend over the last few years has not
exactly produced the desired result, and significantly geared the balance sheet.
The FT article was a pretty fair if damning assessment imv.
Chairman's latest buy is perhaps more an amount I would take notice of,
DVO worth more to someone else?.
Have followed DVO since the mid 90's through intermittent boom and disappointment
periods, you may be aware of the longer term history.|
|sufficient enough for you to spend time on BBs
what a laugh|
|I do not need to work in an international business the national business I own is quite sufficient for me and it manages to meet its targets and not over promise, under deliver and make progressively less profits every year.
Apologists like you for failure are the sort that inhabit remuneration boards much to my annoyance|
|I would be out like a veritable whippet at 2.20|
|Crikey, it's undervalued but the management have not exactly provided the market with any reason to value them more reasonably. Hope someone buys them out and puts me out of my misery.|
|It has potential and I think undervalued, but there's been management complacency. Problems not just in Latin America but China seems slow to pick up having had a lot of investment. To rub salt in Cranswick recently had great results. Really DVO should be doing better! But I'm just holding on.|
|way undervalued now the capital investment is complete|
|Cut costs, redirect divi to loan. Sack lots of people.|