De La Rue Share Discussion Threads

[gargoyle2] 06/7/2022 13:50

Lovely bonus share awards for the executive directors. Paying with other people's money again. Come on Clive, buy a few.

[buywell3] 05/7/2022 23:00

What is stupid gits latest advice please ?

[gargoyle2] 01/7/2022 09:02

Vacher hasn't invested any of his own money in shares since the fundraise. A purchase would at least me a sign of confidence in the future. He talks a good game but yet to deliver.

[dougmachin] 01/7/2022 03:24

Yep, fat-cat paychecks need to be reined in.

Or totally aligned with share holders interests.

And it all needs to be published clearly, not lost on page 199 of a company report.

The bigger shareholders need to hold directors to account a lot more across AIM.

[mfhmfh] 30/6/2022 23:33

hxxps://news.sky.com/story/de-la-rue-chief-has-licence-to-print-his-money-top-investor-says-12642684

[blueball] 29/6/2022 11:10

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

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