De La Rue Share Discussion Threads

[bricktycoon] 04/7/2023 19:26

150 p fair value get in while u can 300 p bid the Germans are coming

[bricktycoon] 04/7/2023 16:21

Take over coming 300 p imminent

[hamhamham1] 04/7/2023 15:33

Nice rise, again

[blueball] 04/7/2023 15:02

Heading in the right direction.

Bull kumo break-out.

[kooba] 04/7/2023 14:55

Crystal amber tweetWe've increased our shareholding in De La Rue from 10% to 15.2%. With a market cap of less than £100 million, the shares trade on just 0.3 times next year's revenues and a PE of 7. However, we think the strategic value is far higher.

[mickyl] 04/7/2023 14:51

Hopefully this will generate more buyers to get off the fence. I’d love to know what Crystal Ambers exit number is.

[mickyl] 04/7/2023 14:31

Yes I see it Simmsc. When did that come through on the trading board. I must have missed it. They want a seat at the table to dictate future plays I think.

[simmsc] 04/7/2023 13:09

Activist investor Crystal Amber increases stake from 9.95 to 15.20 percent. Blue Horseshoe loves De La Rue

[mickyl] 04/7/2023 10:01

Does anyone have a feel for what Schroder/Aberforth and Crystal Amber breakeven point is? I know they’ve bought heavily recently so averaging down but they’ve held for a long time. Their earlier purchases would have been much higher.

[mickyl] 04/7/2023 09:52

Does anyone have a feel for what Schroder/Aberforth and Crystal Amber breakeven point is? I know they’ve bought heavily recently so averaging down but they’ve held for a long time. Their earlier purchases would have been much higher.

[bricktycoon] 04/7/2023 09:22

The bid is coming 300 p

[gargoyle2] 04/7/2023 09:01

Ah, so we're focussing on the intrinsic value now, not the bid tomorrow. Got you.

[bricktycoon] 03/7/2023 22:16

86 k is penny's to him let's just focus on the intrinsic value here it's worth 300 p cash versus debt 150 p then the legacy on the street cash is king shorters will be burned alive get in while u can

[gargoyle2] 03/7/2023 22:08

With the Chairman buying 200k shares just a few days ago, I think an imminent bid (hostile or otherwise) is very unlikely.

[bricktycoon] 03/7/2023 19:58

Miky joto kooba blue ball all short you will be seriously hurt by the bid news this week 50 p is a psychological number bound to be some profit takers get ready for lift off tomoz German bid coming 300 p

[mickyl] 03/7/2023 18:54

Looking at the trades it seems that most are sell orders at 50p. People in a for a quick gain. Can’t blame them. It’s going to take some momentum to push through 50p and then 60p.

[kooba] 03/7/2023 17:38

If anyone is talking a bid at 300p they are talking complete nonsense ..i have the busy newcomer on ignore.Agree Bluebell around 80p would win the day , CRS sees strategic value at 100p though that is not necessarily what would need to be paid...the pension situation whilst recent agreement has helped cashflow is still a factor in anyone putting a bid up for the whole as there is still an unfunded deficit that any buyer would need to address...maybe someone is eyeing a division rather than the whole. But with the new chair recently personally buying shares there was certainly no approaches or talks on at that point in time.Would be looking outside Europe if something materialises.

[blueball] 03/7/2023 17:28

300p is total rubbish more like 70p.

[jotoha2] 03/7/2023 17:24

Am surprised the share price is sitting at 49p if there is indeed a bid coming at 300p , or is it sheer speculation.

[bricktycoon] 03/7/2023 14:06

Koenig & Bauer AG bid near completion get in while u can 300 p imminent

[bricktycoon] 03/7/2023 12:14

Shorts will be crushed

[bricktycoon] 03/7/2023 12:13

Only a matter of time before the rns states hostile bid 300 p

[bricktycoon] 03/7/2023 11:52

Miky let's look at the cash versus debt 200 p straight away Germans coming 300 p

[mickyl] 03/7/2023 11:17

Let’s hope so. What makes you think the Germans will come in? Still a distressed company albeit with a cleaner set of audited accounts. Lots of debt though.

[bricktycoon] 03/7/2023 10:52

Bid imminent 300 p fair value without bid 200 p this is about to explode ftse 100 share at bargain levels