De La Rue Share Discussion Threads

[spadman] 26/9/2014 09:59

The future is Bitcoin, no need to print funny money

[dealy] 26/9/2014 09:57

this will be taken over. this company is not some me-too retailer - it holds a very strong position in a strategic market. i am buying for a 700p takeover before year end.

[tweeeek] 26/9/2014 09:07

560 I am out thanks very much, placed the short at 739 a few weeks ago watched it drop to 705 then climb to 775ish placed another short at 775 and sat back and relaxed.

[iaincc] 26/9/2014 09:06

Shareholders need to make the Directors wage bill fall by more than our loss or else they will continue to mis-manage.

Fewer directors with lower pay should make a leaner board than these fat cats.

[salpara111] 26/9/2014 09:05

Well that was pretty nasty, I still really struggle to understand how things can change from "steady as she goes" to the "whole thing has gone to hell in a handbasket" in just 8 weeks.
They must have known there was a high probability they would not meet their target when they issued the statement in July.
There was absolutely no good news in this statement at all and it is clear that the overcapacity in the industry is going to decimate margins for the foreseeable future.
There is no doubt that the divi will be cut now.
I consider myself very lucky that I did not take a stake as I almost did when it got to 725 recently.

[grahamite2] 26/9/2014 08:45

Lord Gnome, you might look at DCG, AML, CGL, VOD, HSTN. Not necessarily recommending them but they're worth checking out.

[burkedavid] 26/9/2014 08:35

Great call tweak, I bought in recently for the yield. Bailed this morning in favour of easyjet.

[essentialinvestor] 26/9/2014 08:33

I'm not holding, just a question, well done then.
It looked too high risk for me but many PI's were unfortunately attracted
by the dividend.

[tweeeek] 26/9/2014 08:31

Of course I was short, you should have people on the ground like I do and I did warn you a couple of weeks ago.

[topvest] 26/9/2014 08:25

Proves the point I think - cash is becoming technologically obsolete. Pricing is getting more difficult. Cutting the dividend is a major white flag for this company. Makes you wonder what the pricing is like on the BoE contract! Taking this off my watch list.

[essentialinvestor] 26/9/2014 08:24

Tweeek, were you still short, seriously? - well done if you were.

[lord gnome] 26/9/2014 08:22

The only reason I didn't buy any DLAR is because I was waiting to sell something else to raise the funds. That was a very close call. So just where do you invest to secure a decent and safe dividend?

[its the oxman] 26/9/2014 08:17

Real shame, as does look like its game over for quite some time re pricing and profitability.

[tweeeek] 26/9/2014 08:13

whoooooooo....hoooooooooo....I did say it was a fantastic short...ooooh let me guess post number 670 way back on the 9th of September, I thinks i'll have the rest of the day off.

[grahamite2] 26/9/2014 08:12

Me too! Wow.

[chinese investor] 26/9/2014 08:11

This was on my "To Buy" List !
Thank Goodness I Didn't !

[chinese investor] 19/9/2014 11:09

Licence To Print Money !

[tweeeek] 09/9/2014 19:24

Good to end the day down may it continue no reason why it shouldn't like i said a fantastic short

[quepassa] 09/9/2014 09:55

As we all said.
Good luck.

This is more of a fundamentalist news/event-driven thread.

Good to welcome new faces to the thread who can make positive contributions.

Regular updates on how individual positions are going may be of greater interest elsewhere.

Hope you make good money on your trading.

ALL IMO> DYOR.
QP

[scobak] 09/9/2014 09:50

Tweeeeeeeeeeeeek- you say on your post 662 that the deal is nothing special. On the contrary. It shows that the BoE has confidence in DLAR. Had the contract been awarded elsewhere it would send a very strong message to other states that DLAR was not fit for purpose. You seem to have missed the enormity of confidence in the company.......or is wrong? Perhaps someone could tell me one way or another as I believe this is the nub of the share price direction and momentum.

[colonel a] 09/9/2014 09:33

Right.
A short against the market when that opinion pole was published would have been smart.
DLR may do well or not but does not look like shorting territory.

[tweeeek] 09/9/2014 09:21

I lovely day today, I placed a short at 764 yesterday and today I am seeing a profit.

[quepassa] 09/9/2014 08:38

A very upbeat article in today's FT about The Bank note-printing contract most likely going to DLAR.

"De La Rue closes in on BoE print deal"

Page 22.

References a conversation with Investec analyst, Thomas Rands who comments to the effect that the share has been under pressure due to investor concerns about DLAR losing its largest contract. As such, resecuring the contract will alleviate investor concerns.

How right he is!


ALL IMO. DYOR.
QP