De La Rue Share Discussion Threads

[imastu pidgitaswell] 10/11/2021 16:21

Anyway, a couple days of treading water, so back in just now for a few. Will add lower if it occurs.

[imastu pidgitaswell] 08/11/2021 21:30

I don't hold any of these buywell - I did hold quite a lot from 43p up to 170+ in June 2020 though and have traded it many times since. So not really following your pink specs comment - but then I don't really follow anything you ever say.

A quick reminder of buywell's talent:



"All is not IMO well here"

And the share price chart of that share since that piece of wisdom (July 2019):


free stock charts from uk.advfn.com



Clown.

🤡

[cravencottage] 08/11/2021 21:02

Once the cloud of " Crystal Amber" has blown away traction should be restored..

Not long to wait until the next set of numbers in any case.

[buywell3] 08/11/2021 20:54

Take your pink specs off then

[imastu pidgitaswell] 08/11/2021 20:42

Eh?

It is down 16% from 190 in a month. The market isn't.

I don't see it as particularly compelling or indeed risky at current levels - it's not going to transform is it? A good range trade, albeit a little caution needed since it has fallen out of the trend - indicating possible problems.

It has fallen out of the gentle uptrend formed from the 400% surge in June 2020, and is now (just about) holding at the July 2021 low swing at 160. If it goes below (and I am not saying it will), it is a bad indicator.


free stock charts from uk.advfn.com



I don't see it going much below 160, if at all - 150 is a strong support. But equally, I don't think it is going to fly either - 200 was a strong resistance and 180 before it. And the fundamentals just don't make it particularly cheap at a level of 200, despite what people might want to believe.

Time to look at it more objectively, perhaps.

[volvo] 08/11/2021 20:24

Your missing the point.....this company is doing business, its still just about a ftse 250 company and nearly a ftse100 in its prime.....it on the Algo's list....but it will rise and fall as the markets seem appropriate.....until the 24th Nov

[3ootuk] 08/11/2021 11:37

Only that it might bring out a predatory bid, which could then see a rerating

[spooky] 08/11/2021 10:35

'So much weakness in the share price today is very encouraging', i'm not sure i have ever seen or heard that one before. May work out in this case but..........

[financialfred] 08/11/2021 10:31

that dom delivers episode on banknotes, no mention of de la rue by name, all bank of England printing presses. Just their high visibility jackets...

[volvo] 04/11/2021 17:53

So much weakness in the share price today is very encouraging.....if you know how these algos work....remember you could buy at 161p today when you read the results in 3 weeks time

[buywell3] 04/11/2021 09:01

Cash notes are olde hat

And they get forged

[volvo] 04/11/2021 08:00

Straight into De La Rue 3min in, from a week ago

[volvo] 03/11/2021 18:42

Took my last 20k at 164p today......either I'm missing the point or this company is trading super strong across all divisions...all in

[volvo] 03/11/2021 18:37

....rich the printing presses are running 24-7, is that enough surely it is

[richjp] 03/11/2021 10:20

I have just taken a small opening position.

I found the following PiWorld item on Crystal Amber interesting beginning at 10:24:

hxxps://www.piworld.co.uk/education-videos/the-stockopedia-piworld-virtual-stockslam-october-2021/

The way the presenter talks suggests that Crystal Amber will indeed be closed down. He goes on to make the case to explain why some of the major holdings such as DLAR will be attractive to other buyers.

If the market as a whole believes that Crystal Amber will be wound up and is affectively a done deal, that suggests to me that the price of DLAR is already discounted.

I was going to wait until the outcome of the CA vote, but have taken the plunge now and may add when we see what happens to CA.

[volvo] 01/11/2021 17:57

dougmachin, i bought plenty in this latest slide at 165-166p and fully expect 200p plus this month

[dougmachin] 01/11/2021 11:47

I've been watching for some time now, could be the time to get some more.

Volvo - I certainly appreciate your commentary over the weeks.

[volvo] 01/11/2021 11:30

This subtle trading statement indicates to me that the doubling of Polymer printing capacity is well under way and already contributing.

26th May 2021 Clive Vacher, Chief Executive Officer of De La Rue, said:

We have made encouraging progress in our polymer growth plans, securing a new site to double capacity during FY 2021/22.


Gargoyle2 31 Oct '21 - 15:41 - 1710 of 1713

DLAR tweet today: The Guinness Book of Records doesn’t contain an entry for the most banknotes printed at one site in one week. If it did our team in Debden may have claimed the world record for producing 69 million high quality banknotes on polymer during one week. Well done to all involved!

I guess they are busy!

[gargoyle2] 01/11/2021 10:57

I see that the Crystal Amber AGM is now set for 22 Nov, 2 days before the DLAR interims. Could be an interesting 3 weeks.

[volvo] 01/11/2021 10:47

Gargoyle, yes the company is very busy indeed, guess the doubters will want hard proof that profit is being turned.....only 3 weeks to the results

[financialfred] 01/11/2021 06:15

All very commendable comments, yet the share price is stuck at 160-170p

[gargoyle2] 31/10/2021 15:41

DLAR tweet today: The Guinness Book of Records doesn’t contain an entry for the most banknotes printed at one site in one week. If it did our team in Debden may have claimed the world record for producing 69 million high quality banknotes on polymer during one week. Well done to all involved!

I guess they are busy!

[mike24] 31/10/2021 10:09

Digital scammers have stolen $38million & counting
this does not include Ponzi schemes which is billion
$ industry on its own,
just feel a storm is brewing, then cash will be king
nai

[aringadingding] 31/10/2021 09:28

Great article.

The last paragraph, by discussing dlar straight after the cash smuggler, seems to imply dlar's demand is significantly drven by smuggling. But that is not proven by the article at all. Indeed with respect to the uk, the absence of high denomination bank notes is a reason to think it is low.

The reduction in issue of high denomination bank notes worldwide would seem an obvious and available first step in reducing cash smuggling. This would actually increase banknote demand from printers measured by number of notes.

I think the arguments of low interest and inflation rates are strong, plus i can see why people would want to hold cash in a pandemic as a backup plan. Plus i think there might be an effect of general economic growth resulting in more ppl with the wealth to just hold some cash.

In the end either we go cashless or not, and i really don't think many countries will. I think people around the world have a natural mistrust in technology, and that is quite well placed really. There is a romance to cash. Life involves exchange of goods and cash celebrates that. Cash is just part of life and the idea that every purchase should be actioned via a smart phone or similar i don't think is a good one.