De La Rue Share Discussion Threads

[ayl30] 23/11/2020 10:15

Not picked up? It's all over the press!

[ltinvestor] 23/11/2020 08:54

Not picked up by retail investors yet.Vaccine certification could become a major source of repeat revenue for many years..

[albanyvillas] 23/11/2020 08:46

three pounds each? Could add £180m to sales and lots of lovely juicy profit

[ltinvestor] 23/11/2020 07:39

Yes, potential for worldwide certification and vaccine authentication .... huge numbers

[marcu saurelius] 23/11/2020 07:24

Breaking News.
Oxford 70% effective, easy to store, and we got millions of those.
Market up, kerchiiiing.



They are going need certificates

[albanyvillas] 22/11/2020 21:02

kooba22 Nov '20 - 07:21 - 1197 of 1199
0 0 0
De La Rue in talks over Covid travel certificates
The banknote printer is in the frame to produce biometric photos proving travellers are vaccinated





ace

[ltinvestor] 22/11/2020 08:37

No probs Kooba.Looking forward to the announcement...

[kooba] 22/11/2020 08:23

Apologies itinvestor ...hadnt realised you were so quick to the draw!

[kooba] 22/11/2020 07:21

De La Rue in talks over Covid travel certificatesThe banknote printer is in the frame to produce biometric photos proving travellers are vaccinatedhttps://www.telegraph.co.uk/business/2020/11/21/de-la-rue-talks-covid-travel-certificates/

[ltinvestor] 21/11/2020 22:52

Could be worldwide vaccines,tests, vaccination certificates adding up to a new source of major revenue.Looking forward to Wednesday..

[cravencottage] 21/11/2020 22:37

No smoke without fire!

[ltinvestor] 21/11/2020 22:11

De La Rue in talks over Covid travel certificates

The banknote printer is in the frame to produce biometric photos proving travellers are vaccinated

By
Alan Tovey,
INDUSTRY EDITOR
21 November 2020 • 9:30pm

Ministers have asked passport makers to provide Britons with secure certificates to prove they are not carrying coronavirus and help pave the way for a return to normality next year.

City sources said companies including De La Rue are discussing certificates guaranteeing travellers have taken tests for the disease and are not infected.

The documents are expected to contain the holograph and security stamp technology the company incorporated in British passports, before it controversially lost the contract to Franco-Dutch firm Gemalto two years ago.

Photos incorporating biometric data – such as the distance between facial features – could even be used to guarantee the identity of the document holder. Sources said De La Rue was one of the companies approached by Cabinet Office officials about the feasibility of such documents.

However, talks are at an early stage and could come to nothing, with uncertainty among officials about how to navigate an exit from the pandemic.

De La Rue could also pick up contracts for its authentication division, providing security seals and stamps for Covid-19 test kits and vaccines.

These ensure the products are genuine and not knock-off copies as fraudsters try to cash in on surging demand.

“If it comes off this could be a major new source of revenue for the company,” said one source.

The news comes ahead of Wednesday’s interim results from De La Rue, which also prints bank notes for the Bank of England.

Clive Vacher, a turnaround expert, was parachuted in a year ago to restore the company’s fortunes after it lost the prestigious UK passport contract, generating a string of profit warnings that resulted in a management clearout after intense investor pressure.

De La Rue declined to comment. The Cabinet Office did not comment.

[cravencottage] 18/11/2020 18:49

We're now 13 months into the turnaround plan Essential.

Institutions loading up - They can just get on the Clive Vacher hotline for an update- Unlike us " Mere Mortals"

As i've said before Crystal Amber/Schroders are no fools and they'll be looking to double if not treble their money on a 3-5 year view.

Looking forward to the update next week.

[essentialinvestor] 18/11/2020 16:05

Rising nicely. That value fund saw value it has to be said.

[imastu pidgitaswell] 18/11/2020 16:04

Really? Hope it works out for you, but per the chart in the header, it came back from 180 to 110 in June.

If it does get through 180, it's anyone's guess...

[albanyvillas] 18/11/2020 15:29

Nipped in for a few here for a short term trade.

[nobilis] 18/11/2020 10:33

short term target 230p?

[meijiman] 18/11/2020 10:26

Well they should be able to handle contract negotiations better that that mug who lost the UK passports deal.

[kooba] 18/11/2020 09:43

Product authentication around vaccines could be even bigger,already used on some test products though no details but if one of the bigger vaccine companies want product security which I'm sure they will then DLAR definitely in the running I guess.

[nobilis] 18/11/2020 08:56

If covid passport confirmd then 200p?

[nw99] 18/11/2020 08:54

Eps to double: FY'21 the group's order book already covers 100% ofCapacity Meanwhile, with eps forecast to double by March '23, we think the soon-to-be prospective PE of 9.6 falling to 6.7 is way too low for a company with its cutting edge technology and leading market share.Once the masses wake up to this story we think the shares could double or more on a 2-3 year view and head into the FTSE-250, if not the FTSE-100. I am a buyer ahead of results on 25 November.

[nw99] 18/11/2020 08:46

Yes written up in the new issue

[cravencottage] 18/11/2020 08:27

" Let the trend be your friend"

[albanyvillas] 18/11/2020 08:12

Looking a bit good

[albanyvillas] 18/11/2020 07:23

Late rally for second day

The Covid-19 situation could also result in a big boost to the security printer’s business.

Its brand protection systems are already being used by an international customer to authenticate and protect Covid-19 testing kits that are shipped worldwide.

Separately, the PLC is also engaging with three different governments about the potential use of its De La Rue Certify know-how to provide a “light touch” way of certifying an individual citizen’s Covid-19 immunity.

“We are looking at how existing De La Rue products can be repurposed to help governments in a post-Covid world,” explained De La Rue product director Julian Payne.

“With our track and trace products we are creating an association between existing datasets. With Covid-19 a test result or vaccination can be uniquely identified, and we can link that together with a code on a government grade holographic label that would be attached to a person’s passport or other identification document.”

This could then be verified by, for example, passport control officials using a simple mobile app (see image below).

“De La Rue would not be holding any citizen ID information, so it doesn’t cross any boundaries – we don’t know the person, we just know the test has a number – it’s a nice light touch way of doing it,” he added.



Payne said the technology could be deployed “quite quickly” and in a matter of months, depending on the government and healthcare systems in place at a country level, and predicated upon the availability of “a decent vaccine or test”.

De La Rue also said that the certification and verification of Covid immunity status, whether from inherent antibodies or from vaccination, would have “significant societal and economic benefits”, such as a person’s ability to return to employment, domestic and international travel, access to public services, whether further tests or boosters had been taken, and a known status in the case of any future national or regional lockdown.

Without correct control and protection, certification would become "an attractive counterfeit opportunity", the group stated.

Payne said that the firm’s authentication technology was also becoming increasingly important due to the need to protect supply chains that have been “quite exposed during Covid”.