De La Rue Share Discussion Threads

[tweeeek] 05/12/2010 11:18

Its out of steam and after it goes ex divi on Wednesday will drift down to 620 at least. There is a danger of losing its biggest customer and no sign of what the real loses are makes it a sell.

[marquis] 04/12/2010 18:13

dawntrader - 1 Dec'10 - 13:15 - 355 of 374

RE: "why do people put numbers on here... ok hvs ... explain how you get your 4.00 figure or is that a guess."

If you use a fibonacci projection, using the high in June 2010 and place the 23.6% retracement on the low of 541, you get a 'potential projection' of £4.00.

That may be how that figure was obtained....

[dawntrader] 02/12/2010 15:33

I am out .. in at 5.54... take the profit and start winding down positions for xmas. good luck all.

[a1samu] 02/12/2010 12:31

This is likely to go now to 780p, especially since value of the share has been calculated at over £9.

[chri5 wright] 02/12/2010 10:40

the prudential have increased their holding, a new man about to take the helm. high barriers of entry, and difficulty in suddenly increasing capacity, will keep the competitors at bay. it will all blow over and i can see the share price returning to its old trading range (hope so any way _ i'm at b/e at the 6.20 mark ).

[killieboy] 02/12/2010 09:31

Short and be burned..............

[essentialinvestor] 02/12/2010 00:37

Unless MRO come in and bid.

[tweeeek] 01/12/2010 19:31

A fantastic shorting opportunity for those who wish to.

[killieboy] 01/12/2010 16:02

Well done all those who braved the downfall - good company this albeit with a few dodgy staff. "When all around you lose their heads.............". HVS - have you bought back in yet?!

[tweeeek] 01/12/2010 14:35

Goodness me was it something I said, all was doom and gloom and then whoosh.

[dawntrader] 01/12/2010 14:27

Thanks megSta

[megsta] 01/12/2010 14:03

FT 30th Nov. article summarises Merrill Lynch analysts note. Which is:

SP is now priced at assumption that the chances of large customer are a write off. Lose of customer would halve earnings from 2010 levels.

Forecasts...

620p = Fair value with lose of large customer (believed to be India's central bank)

830p = fair value if DLAR retain large customer on same rates

[dawntrader] 01/12/2010 13:34

"their" own.

[dawntrader] 01/12/2010 13:32

ok each to their own, but guessing does not seem a good way to make a trade. But as I say each to there own.

[dawntrader] 01/12/2010 13:21

ok .. but that has been know for some time. .. how do you know that considering new orders .. exchange rates etc etc.. my question was how you come to 4.00... why not 4.50 ... or 5.00 ...

I tend to look at volume and price action ... day before yesterday we are twice above that volume .. and about 50 per cent above yesterdays volume... and price movement is positive.......

I tend to follow what I see ... but interested to see how you get your figures...?

[hvs] 01/12/2010 13:20

Will the divi be covered in the current year ???

[redips2] 01/12/2010 13:20

I forgot to filter idiot "hvs" the other day--- no probs now--filtered.

[kristini2] 01/12/2010 13:19

dawn-what else could it be other than a guess. divi would have to go, indian contract would have to go for the price to drop to £4, who knows what will happen, hvs certainly doesn't, it 's all guess work

[dawntrader] 01/12/2010 13:18

ADP figures are better then expected in U.S. futures up .. so things are generally going to go up.........

[hvs] 01/12/2010 13:17

Cause the company is short of orders and is it not currently making a loss.

What does new CEO know about the business ?????

[dawntrader] 01/12/2010 13:15

why do people put numbers on here... ok hvs ... explain how you get your 4.00 figure or is that a guess

[hvs] 01/12/2010 13:09

Nah Nah Nah,

We is looking at £ 4.00 pretty soon.

[zipstuck] 01/12/2010 13:05

Hope some shorters got burned

[kristini2] 01/12/2010 13:00

it is my guess on the likely rns- i have taken a very small short position, pure punt, i am due some luck!