De La Rue Share Discussion Threads

[cravencottage] 11/11/2020 11:46

Bang on the money Catsick

[catsick] 11/11/2020 08:17

You have got to think there is going to be a requirement soon for a certificate that you have been vaccinated done to a high standard and hundreds of millions will be needed, not many companies will be able to provide....

[knowing] 09/11/2020 09:40

Looks like October was a very busy month.

[knowing] 09/11/2020 08:52

Their Twitter feed indicates that there is still a large requirement for notes and a switch to polymer

[cravencottage] 08/11/2020 18:10

Quite a good right up by Edmund Jackson..

Since then though we've got an extra 100 million on the balance sheet from the rights issue..and we've gone from 80 - 100% printing capacity.

www.ii.co.uk/analysis-commentary/stockwatch-de-la-rue-350-what-now-ii511878

[timmy11] 08/11/2020 12:56

25 Nov, 2020H1 2020/21 results

[nw99] 06/11/2020 14:20

Buying ahead of results

[jensen10] 05/11/2020 13:11

As governments delve deeper and deeper into negative interest rates and financial repression, they welcome a move to a cashless society as it reduces the black economy and facilitates their policies to steal from savers. Holding cash in physical form is the only hedge to this for the ordinary citizen and more and more people will come to realise this. In lockdown, even though cash payment has not been encouraged, volume of notes held by people for an emergency has increased substantially. So I'm not as negative on this aspect of business plus authentication side is very promising growth story.

[cravencottage] 05/11/2020 13:08

Anecdotally this wouldn't seem to be the case..

If you go back through RNS/Trading statements DLAR publicised the fact they'd lifted printing from 80% to 100% capacity.

Also countries like Ghana ( from memory) have granted contracts..

Notwithstanding the new polymer notes which DLAR seem to be printing an abundance of.( Contract extended by BOE)

But the real Jewel in the Crown is the authentication business - For example a box of Cuban Cigars/Cigarettes..need this to become Bona Fide. ( Almost like a monopoly)

The cherry on the cake could be the new " Covid free Passport"

Moreover the rights issue has wiped out most of DLAR's debts and with Clive Vacher at the helm as a " Turnaround expert"

These are the reasons imo Schroders and Crystal Amber have been topping up their stakes.

[nico115] 05/11/2020 12:35

Do you worry about the comments on PayPal and visa that we are becoming a cashless society ? Or do you think that's a problem for another decade and only teh developed world ?

[cravencottage] 05/11/2020 10:31

Another thing to consider.

Schroders ( under the experienced Andy Brough - 33 years in the business)

Almost doubled their holdings in DLAR at >140p. back in August.

Bodes extremely well imho.

[netcurtains] 05/11/2020 09:49

Thanks for posting.
Sounds good!

[cravencottage] 04/11/2020 17:22

Crystal Amber have increased their holdings yet again!

These guys can just pick up the phone and talk to Clive Vacher et al.

Good news at the end of the month!

[knowing] 30/10/2020 09:17

Nice contract extension

[cravencottage] 16/10/2020 08:26

Good spot BigDave

[kooba] 16/10/2020 07:57

Thanks for heads up, comforting reading.Something not alighted on much is how this company might actually help and benefit from the pandemic.From full year"De La Rue's brand protection expertise has been selected by an international customer to authenticate and protect its COVID-19 testing kits that are being shipped around the world, and it has developed existing physical and digital solutions to provide a COVID-19 immunity certification scheme."One can imagine massive market in this area in product authentication should vaccines become available too. With the company's expertise in passports if we move to a world of immunity passports DLAR would likely feature..interesting talking of digital solutions.Contracts in this field could be highly significant. Fingers crossed.

[bigbigdave] 16/10/2020 05:28

Times Buy DLAR

[meijiman] 15/10/2020 09:24

Obviously the 'analysts' can pick up the phone to get more colour on the brief statement.

[bookbroker] 15/10/2020 09:13

I think it is just work in progress, in this environment it is wiser to be conservative with the language used.

[imastu pidgitaswell] 15/10/2020 09:01

Well to be honest, in this climate, the market wants some detail and specifics. I suspect that (and the wider market decline, for sure) is behind the share price response.

I don't currently hold, so this suits me, but they might have been wise to include some insight and detail, given how little they have said since the heady days of June.

[bookbroker] 15/10/2020 08:55

Nothing wrong with that statement, why waste time talking waffle when the results statement in November will reveal all. The statement is merely there to flag the interim results, and it is business as usual. Figures are within expectations, whatever they are including exceptionals, so that is all there is to it. I do not know what the forecasts are, but Vacher is still putting this company on a footing for the future, we will see in time.

[imastu pidgitaswell] 15/10/2020 07:51

Hmmm. Bit terse. Were they having a bad mood day?

[ayl30] 15/10/2020 07:31

Reassuring rns today

[imastu pidgitaswell] 13/10/2020 21:20

Anyway, back to the magnet of 150.