De La Rue Share Discussion Threads

[blueball] 29/6/2022 11:10

https://www.britishbulls.com/SignalPage.aspx?lang=en&Ticker=DLAR.L stay short.

[simmsc] 24/6/2022 19:22

And then there is perception of growth

[dealy] 24/6/2022 15:41

This needs to move up to reflect the near 8% in the Nasdaq over the last few days. Money is coming back into growth

[simmsc] 16/6/2022 12:20

* DE LA RUE PENSION SCHEME HAS COMPLETED ITS FIRST PENSIONER BUY-IN OF £320M WITH SCOTTISH WIDOWS-ADVISER HYMANS ROBERTSON

[blueball] 10/6/2022 16:11

https://www.britishbulls.com/SignalPage.aspx?lang=en&Ticker=DLAR.L stay short.

[farrugia] 10/6/2022 15:41

and just bought more. Can it drop more? Who knows - I think it will recover in due course.

[simmsc] 09/6/2022 14:31

not sure, but it looks like Jupiter is reducing their holding

[buffettjnr] 08/6/2022 11:23

Is CA selling out?

[jensen10] 08/6/2022 11:10

Big volume again today. Is share basing out at these levels now?

[slicethepie] 31/5/2022 14:48

Whilst I don't like odey, they do their homework and will have only bought such an illiquid position if they see substantial upside. Given they have deep pockets they might be eyeing up crystal ambers stake dyor

[simmsc] 31/5/2022 11:37

Schroders in, Aberforth in, Odey in - that's good enough for me.

[farrugia] 31/5/2022 11:23

Tiger Global Management are a disaster. I used them as a point of research last year to see which companies to target as a short.

[meijiman] 31/5/2022 10:27

Is Tiger pretty useless then? I will bear that in mind. I know they bought heavily into TED.

[farrugia] 31/5/2022 09:50

yep and they're a sharp bunch my screener is showing that on 3/30 they had 3,131,108 shares of de la rue Odey are the opposite of Tiger fund management as far as shrewdness is concerned.

[dealy] 31/5/2022 09:38

Odey just opened up a 5% holding here. Stock should rally

[jensen10] 30/5/2022 08:30

Let's try and keep this board informative with lots of counter discussion and not personal. Whilst I believe in the long term future of this company I certainly appreciate input from people who do not share my view as they represent the other side to my position. I am not wedded to my position and would exit if their points become compelling. How can you imvest without looking and understanding both sides?

[buffettjnr] 29/5/2022 23:01

Enjoy staying poor financialfred

[financialfred] 29/5/2022 22:40

Who would take them over and for what benefit? All their rivals have diversified, yet de la rue have not invested in future related technologies sych as blockchain, digital currencies etc. Keep on investing in this knackered dead horse, just don't expect miracles.

[buffettjnr] 29/5/2022 19:25

This is probably the most obvious take out candidate in the UK

[dealy] 29/5/2022 18:15

the shares were not at 45p for long and it happened at a time when everyone was reeling from the effects of covid

[financialfred] 28/5/2022 15:16

Nobody bought / took them over when their shares were at 45p, so why would anyone now? The ceo and board haven't sold or bought any dlr shares for a year now, that's not a good sign

[jensen10] 28/5/2022 12:16

The shares have been under pressure since Jan so the high volume and sharp price down may actually be a positive as usually happens near a turning point given no real new news. In any case Vacher was relatively upbeat for the medium term on conference call despite near term cost pressures. Talked about target for margin in ccy in double digits and authentication in high teens which should be good for profit/cashflow. What he needs to do is show some confidence and buy a slug of shares to arrest this decline. Failing that we are all clearly missing something and it's not good!

[baronet bill] 28/5/2022 10:26

What to think? Given the neutral to positive press comment on the results, am very disappointed [worried] by Friday's relatively large volume and a near 5% decline at the close. Not a mention anywhere [that I've seen] of DLAR being a takeover candidate with its share price at its lowest level in years.

[patientcapital] 28/5/2022 09:23

Saba Capital Management, L?P. is the only declared one (above 0.5%) at 1.26% according to shorttracker.co.uk

[jensen10] 28/5/2022 09:17

What do people think now on this? Interesting that volume on Friday was much heavier than on the disappointing results day. Combined with a sharp price drop, definitely feels like risk is finally beginning to clear between some bigger players. Also I've noticed that my broker is lending out my shares at a much higher borrow fee which suggests shorting this is getting more difficult and costly. No idea what the outstanding shorts in total on this company are. Balance sheet or outlook in terms of cashflow are not weak enough to suggest an imminent collapse so could be an interesting situation shortly.... Unfortunately the CEO is a 'turnaround' guy who has done a good job stabilising the company but I think they now need a CEO who understands and drives sales and profits growth.