De La Rue Share Discussion Threads

[kooba] 30/6/2023 10:03

Some corporate action might also provide such impetus. The company is very vulnerable right now to a bid and i think something around the 70-80p mark might be difficult to fight off if it was put up. A far cry from the 900p plus they turned down in 2010!https://www.theguardian.com/business/2010/dec/12/foreign-money-bids-for-de-la-rue

[hpcg] 30/6/2023 09:56

Went long for a trade after results but closed now. It has close as dammit filled the gap, but that remains the top end of any short term target. In other words the immediate threats have passed but the future is by no means certain. It will take an ahead trading report to provided further impetus.

[financialfred] 30/6/2023 09:21

100 to 300p share price surging, right....
FFS struggling to stay at 44p
avoid this company

[bricktycoon] 30/6/2023 08:21

Coiled spring take off time 100 p today bid coming

[kooba] 30/6/2023 07:56

Blocked..utter puffy nonsense.

[bricktycoon] 30/6/2023 07:31

300 p bid coming this will soar today get in while u can cash is king

[kooba] 30/6/2023 06:48

Well almost 31m traded will undoubtedly be some holding disclosure coming up as it looks like one major holder has exited also directors will also now be clean to deal ( if they so wish) so will be interesting if the new Chair and other new NED has taken advantage of restrictions being cleared after resulting banking and pension clarity.I do think on the corporate front this could well hot up too now..many competitors i believe have been closely following the situation hoping to pick up the businesses if the company failed"Never interrupt your enemy when he is making a mistake"? Sun Tzu, The Art of WarNow the financial position is more stable it might well prompt someone to strike for the whole company or for the authentication side, the strategic and iP value is still there and it would likely become contested if someone went hostile.There is still much work to move this business recover properly and to see the fundamentals even catch up with current valuation but they seem out of the danger zone and one has to think much down to the new chair devoting much time and energy to get these agreements over the line.As to the structure of the executive board going forward i imagine that will be a work in progress but i would be surprised if changes were not made pretty quickly.

[bricktycoon] 29/6/2023 20:50

German bid in the morning will send this soaring 300 p on the way cash is king get in while u can 1230 rns shorts will burn massive short squeeze coming

[blueball] 29/6/2023 19:11

Stay long.

[bricktycoon] 29/6/2023 18:25

300 p bid imminent the germans are coming robin got out for a reason shorts will burn in the morning short squeeze on a massive scale coming

[harry_david] 29/6/2023 17:33

Today's action looks to be the forerunner to a bid tomorrow, 60/70p. Mind you there may be competition.

[bricktycoon] 29/6/2023 16:08

Koenig & Bauer bid imminent 300 p the big money always knows odey cleared for a reason get in before bid sends this soaring

[bricktycoon] 29/6/2023 15:51

140 p next week with odey clear this will soar cash is king

[bricktycoon] 29/6/2023 15:13

140 p on results tomorrow but buy buy

[blueball] 29/6/2023 13:39

Best to buy Arg the tide has turned.

[argylerich] 29/6/2023 13:18

blueball23 Jun '23 - 16:42 - 2546 of 2575
0 0 1
25p next week.

[blueball] 29/6/2023 13:01

100p looks more likely in the next weeks.

[mike24] 29/6/2023 11:47

present inflation will take years to control
morgage rate 16% in 1990 took nearly 5yrs to get back to 7%

when present savings rates hit 5% cash will pick up the bargains
ie out of town commercial ind units around 1200sq ft

[wigwammer] 29/6/2023 10:28

Things shaping up pretty much as I said they would several months ago. Renegotiation with lenders, support from trustees, removal of material uncertainty statement, underlying business washing its face with emerging signs of recovery... it's an attractive recovery play. ATB

[kooba] 29/6/2023 10:08

Looks like it will be one of the highest volume days in many years..obviously a seller is there but getting cleared ..could be a second leg up if they run out of ammo.

[wbodger] 29/6/2023 08:05

Suitably sombre picture as I skimmed it. I agree there should be a 'relief' rise in SP, although some is built in since 30 pence last week. Headlines in financial pages should be helpful.

Very good recovery play to anyone who did gamble last week. Promising future, if steady as she goes.

[kaos3] 29/6/2023 07:34

currency will do ok - for a short period of time - during high inflation ... more cash turnover velocity ... when inflation gets under control .... we could see a significant drop in revenue ....

we got a boost just in time when needed

but

authentification is here to stay and grow

[jubberjim] 29/6/2023 07:27

Not entirely convinced but I can t Sell now without a humungous loss so will just have to ride it out

Good luck everybody

[kooba] 29/6/2023 07:25

Should be a very decent rise today , more stable financial base secured without recourse to equity raise and signs of improvement in currency markets. I think the new chair who has only been in a few months has got a grip on things and has steadied the ship. Now can the business rebuild in its markets..upside downside now looks compelling as a recovery play.