De La Rue Share Discussion Threads

[2breakout] 04/3/2021 12:24

Added some 1st thing on that Crystal Amber assessment. Have DLAR mentioned this before
'Separately, De La Rue is exploring the potential to use blockchain technology'.
Don't know much about blockchain but its flavour of the month.

[ny boy] 04/3/2021 11:51

Knocking on R1 door, if we can get through, should see a move up to test R2 relatively quickly

Resistance1: 183.85p Resistance2: 214.74p

[imastu pidgitaswell] 04/3/2021 08:53

And what were they saying at 42p in June?

[zho] 04/3/2021 08:34

That's from if anyone wants to read Crystal Amber's commentary on DLAR in its entirety.

[bigbigdave] 04/3/2021 08:20

Crystal Amber on DLAR this morning....The Fund believes that De La Rue's current equity valuation is significantly mispriced. At ten times calendar 2021 forecast earnings, the Fund believes that the valuation fails to reflect either its growth prospects or its operational upside. The Fund strongly believes that its strategic value is far in excess of its current market capitalisation.

[zho] 02/3/2021 19:59

"Covid has increased the demand for banknotes"

From the CEO of US company Spectra.

Listen from 7.30.

[bookbroker] 22/2/2021 08:33

£/$ - Reason for weakness!

[imastu pidgitaswell] 22/2/2021 08:31

That was a month ago?

[ayl30] 14/2/2021 07:24

https://www.thetimes.co.uk/article/ministers-lean-towards-covid-19-vaccine-passports-hhvsktwqr?shareToken=6dfd65b9d526246b4dde29a39f519b2a

[simba_] 13/2/2021 15:12

De la Rue don't just print stuff. Their authentication division already provides digital solutions to track goods through supply chains. If they want to pursue this covid certificate idea, they're most definitely not limited to just printing hard certificates.

[prettygreen] 13/2/2021 14:13

Weekend papers suggest vaccine certificates for those who don't have access to an app. Hopefully DLAR should be in the running

[ltinvestor] 12/2/2021 14:43

Fully financed,good turnover growth, profitable, low pe...Takeover Target?

[dougmachin] 12/2/2021 12:04

Buys outnumbering sells again, but the old share price drops.
This has happened before with DLAR.

[puku] 11/2/2021 13:25

there are folks who still dont have smart phones...and countries who may require a hard certificate.

[johnrxx99] 08/2/2021 09:17

gougmachin, I think you also need to read up on digital passports for covid. It is a cellphone app - DLAR prints stuff

[bookbroker] 07/2/2021 12:58

I imagine this passports will likely be through an app on a smartphone, or a card with a barcode. This can then be swiped at an airport prior to flying or even when you book the ticket to travel. Not sure if DLAR should be devoting to much energy to this topic, it is likely quite a simple process to administer.

[dougmachin] 07/2/2021 11:32

"What's the thoughts on de la rue benefitting from the new digital passports that Sweden and Denmark are set to bring in by summer? Can see this gaining traction with other countries keen to get tourism back on track."

I thought that DLAR was into passports, that was part of the reason for the historical drop when they lost the UK contract.

So surely they could benefit from a contract from any form of improvement in passport technology.

Or maybe I need to re-read about their core business areas!

[zho] 05/2/2021 19:11

On the 16th February we launch the 1st Generation Feature Series of housenotes, containing our next generation of holographic effects, SAFEGUARD® Argentum, the new NEXUS™ embedded micro-optics stripe and the latest variants of our IGNITE®, KINETIC STARCHROME® and PUREIMAGE™ threads.

The launch forms part of De La Rue's Keynote event for the currency division. Please visit from 12pm GMT on the 16th February to stream.

[johnrxx99] 05/2/2021 07:11

It won't but will help mobile phone makers :-)

[financialfred] 05/2/2021 06:31

Pottsypotts

How would the digital passports benefit de la rue?

Their digital products (analytics, track and trace) linked to physical products such as labels tax stamps and currency?

[pottsypotts] 04/2/2021 09:49

What's the thoughts on de la rue benefitting from the new digital passports that Sweden and Denmark are set to bring in by summer? Can see this gaining traction with other countries keen to get tourism back on track

[johnrxx99] 03/2/2021 07:39

Just as perplexed and no idea. I assume it's a seller in the background.

[dougmachin] 02/2/2021 13:05

29th Jan, 1st & 2nd Feb showing buys much higher than sells on ADVFN.
But share price dropping. share price not moving so fast for ADVFN to get these wrong.
Normally ADVFN identifies the buy / sells reasonably well.
Any thoughts on this?
Ta

[actybod] 28/1/2021 18:38

A move up to 200 now?