De La Rue Share Chat (DLAR)

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
	-4.00p	-0.94%	422.00p	431.50p	434.50p	441.50p	423.00p	423.00p	27,875	16:35:24

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Support Services	493.9	113.6	91.9	4.6	436.82

De La Rue Share Discussion Threads

Showing 1326 to 1350 of 1350 messages

Chat Pages: 54 53 52 51 50 49 48 47 46 45 44 43 Older

Date	Subject	Author	Discuss
18/5/2019 11:24	Figs due end of this month. I think this potentially looks an interesting turnaround story. Good bunch of instis on board and management seems to be making the right moves. Should be some good cash generation coming through.	sspurt	Read Full Thread Reply
29/4/2019 20:29	De La Rue have nearly bounced an astonishing 20% in just a month from 385p to 450p. This has happened even during the worst days of the Brexit political crisis when the market has been difficult. Something afoot perhaps. ALL IMO. DYOR. QP	quepassa	Read Full Thread Reply
29/4/2019 20:28	De La Rue have nearly bounced an astonishing 20% in just a month from 385p to 450p. This has happened even during the worst days of the Brexit political crisis when the market has been difficult. Something afoot perhaps. ALL IMO. DYOR. QP	quepassa	Read Full Thread Reply
10/4/2019 11:42	A change at the top is long overdue. Hope the IIs manage to force through a change. Chairman must act.	meijiman	Read Full Thread Reply
10/4/2019 11:15	De La Rue boss faces an investor backlash: Activist investor slams 'unacceptable' performance - HTTPS://www.dailymail.co.uk/money/markets/article-6905009/De-La-Rue-boss-faces-investor-backlash-Activist-investor-slams-unacceptable-performance.html	speedsgh	Read Full Thread Reply
10/4/2019 11:15	Activist investor, Crystal Amber (CRS), owns a 5.4% stake in DLAR which represents just over 10% of CRS latest NAV to 31/3/19. The following is from Crystal Amber's latest commentary on their portfolio... HTTPS://www.investegate.co.uk/crystal-amber-fund-limited--crs-/prn/monthly-net-asset-value/20190409070000PF2DB/ De La Rue designs and prints banknotes, produces related components including security features, and also prepares polymer substrate that forms the basis for "plastic" notes. The company also produces individual identity documents and supports the related issuance infrastructure, as well as manufacturing tax stamps, and products and software to authenticate and track individual products throughout their supply chains. In March 2018, De La Rue's share price dropped significantly as a result of the joint announcement of a minor profit warning and the CFO's unexpected departure, followed two days later by news of the company's failure to secure the renewal of the UK passport contract. At this time, the Fund initiated its investment. The banknote industry has high barriers to entry due to the critical nature of the product and a relatively conservative base of central banks customers. Although the penetration of electronic payments is increasing rapidly in many countries, the volume of banknotes issued globally is experiencing modest growth. De La Rue has an attractive mix of long-term customer relationships in geographies with relatively high population growth, including various African and Asian countries. The integration of security features into more banknote denominations is also raising the average production value of new notes. Despite the trends beneficial to revenues from banknote security features and the market tailwinds enjoyed by its identity and product authentication divisions, De La Rue has not delivered underlying earnings growth over the last three years. The primary explanations for this are the loss of a large security features contract towards the end of 2015 and the significant increase in expenditure on both R&D and sales and marketing efforts. The Fund believes that De La Rue enjoys a combination of strong competitive positions in high return businesses and attractive growth opportunities backed by a capacity for both significant organic investment and the acquisition of further technological competencies. The company also has obvious strategic value, as evidenced by the takeover approach from its competitor Oberthur in late 2010, and the early 2018 acquisition of another banknote producer, Crane Currency, by the US-listed conglomerate Crane Co. However, De La Rue’s financial performance has been unacceptable, as demonstrated by earnings per share which at March 2015 were 46.1p, grew only slightly to 47.1p two years later, and then declined to 42.9p by March 2018. Moreover, market forecasts for the year to 31 March 2019 place the shares on a PE multiple of less than 10. Despite management speak of a growth strategy, the stock market lacks any evidence as to how growth in earnings per share is achievable. Therefore, in recent months, the Fund has engaged extensively with both De La Rue’s Chief Executive and Chairman. The Fund has made constructive suggestions and specific proposals aimed at solving these fundamental issues. In addition, the Fund has provided suggestions to improve and increase financial transparency with the information that the company can provide to market participants. The Fund hopes and expects that De La Rue’s management will now effect the change that is required so that market participants can both identify growth and the substantial release of shareholder value. Over the quarter, De La Rue’s share price fell by 8.9%	speedsgh	Read Full Thread Reply
03/1/2019 08:34	What does it say?	meijiman	Read Full Thread Reply
30/11/2018 08:04	Edison Research piece	quepassa	Read Full Thread Reply
28/11/2018 13:06	That article was written some weeks/months ago. It's just been updated.	carcosa	Read Full Thread Reply
28/11/2018 11:43	Crystal Amber suggesting that De La Rue likely to fall prey to an overseas opportunistic predator. Lengthy article in The Daily Mail refers. The US firm of Crane is mentioned in the DM article. ALL IMO. DYOR. QP	quepassa	Read Full Thread Reply
09/10/2018 11:21	Just beware of his trading style when making long term investments.	gary38	Read Full Thread Reply
08/10/2018 15:36	gary38 - are you saying he is selling out of DLAR? Seems unlikely as CRS only increased their holding in September.	strathroyal	Read Full Thread Reply
08/10/2018 11:22	Trader RB style of trading always sells into rises and pushes for the company to be sold off and then moves on to raid other companies where he make big profits quickly.If the companies dont do what he wants he starts selling down his holding on the open market, instead of finding others to buy his holding, just like he is doing to Hurricane Energy.	gary38	Read Full Thread Reply
05/8/2018 11:16	Positive statement last week should help underpin the shares going forward. Good increases ahead, methinks.	marcela9	Read Full Thread Reply
01/6/2018 08:12	Lots of articles in the press over the last couple of months that De La Rue is vulnerable as a takeover target, of which this is an example in CityWire: hXXp://citywire.co.uk/investment-trust-insider/news/de-la-rue-is-a-sitting-duck-warns-crystal-amber/a1115976 Just do a google search on "De La Rue takeover target" to pull up a raft of other articles along the same lines. Who knows? ALL IMO. DYOR. QP	quepassa	Read Full Thread Reply
31/5/2018 10:44	Two articles on De La Rue in today's FT, both on page 18. Broadly positive. Maybe losing the passport contract was a blessing in disguise which may have spurred on a new corporate strategy to boost its anti-counterfeiting business, as well as technology and services product lines. ALL IMO. DYOR. QP	quepassa	Read Full Thread Reply
30/5/2018 23:47	Have to say solid results, and encouraging words.........onwards and upwards!	marcela9	Read Full Thread Reply
30/5/2018 08:48	these have a good chance to bounce to £6 over the coming few weeks.	cryptotrade	Read Full Thread Reply
22/4/2018 10:26	It is interesting to note that Gemalto is under offer to be taken over by the mighty Thales. It's gone relatively quiet in the press recently about Brexit negotiations with Brussels over immigration and travel within the EEC. Funny old world innit. ALL IMO. DYOR. QP	quepassa	Read Full Thread Reply
19/4/2018 13:27	Another scathing piece in the Telegraph. This ceo has zero credibility.	meijiman	Read Full Thread Reply
18/4/2018 10:48	Didn't go that low early doors, I'm looking to buy but have no idea where the bottom is.	eastbourne1982	Read Full Thread Reply
18/4/2018 09:46	I don't have any faith in this management team -don't think I'm the only one either.	meijiman	Read Full Thread Reply
18/4/2018 08:45	Not a great start to the day but could easily have been worse.	grahamite2	Read Full Thread Reply
10/4/2018 07:58	Sky News reported yesterday evening 9th. April that activist investor, Crystal Amber "targets passport row firm De La Rue" and have already built a c. 2% stake and held preliminary discussions with the Company. Sky reports that "Insiders ar Crystal Amber intended to continue building its stake over the coming months". ALL IMO. DYOR. QP	quepassa	Read Full Thread Reply
08/4/2018 18:50	According to The Telegraph on 7th. April, De la Rue have hired legal eagles Slaughter & May to help fight/challenge HMG's decision about the passport contract awarded to Gemalto. The article also reports that the Home Office has extended a so-called standstill period until April 17th. " so that the Basingstoke-based company can get more information about the tender process before a final decision is announced". Maybe the recent public outcry and media hoohah over the passport printing award to a Franco-Dutch rival is making certain parties think twice about the wisdom or otherwise of the preliminary contract award. Especially perhaps when certain other European countries prohibit foreign companies from printing their passports on grounds of national security. It seems that Act 2 of this farce is perhaps about to begin. ALL IMO. DYOR. QP	quepassa	Read Full Thread Reply

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