De La Rue Share Discussion Threads

[wylecoyote] 14/10/2014 12:34

Yup a lot of money now is electronic...

[casual47] 14/10/2014 11:21

Socrates.....to equate QE with literally printing more money is misunderstanding what QE is. QE in itself is not going to generate more business for companies like DLAR.

[thewealthofsocrates] 14/10/2014 08:55

Be cautious. Downside risk from German competition while Euro is cheap. Make sure your valuation is up to date.On the up side, weakened Global economy might mean QE in other countries & more contracts to print notes.

[redartbmud] 14/10/2014 07:46

I agree 100%

[thehearse] 14/10/2014 07:35

Let's assume the newly won contract with the BOE has very tight margins. Therefore, I would expect to see the CEO implement cost controls or a instigate a merge/consolidation of companies. Whatever way the CEO has a responsibility to rebuild the stock valuation by at least 20%+ and quickly. What a mess this stock is in. I'm really annoyed as I don't expect a FTSE250 stock drop by 35% in single day. You can't invest in the market that treats investors in this way especially when there was no reported fraud. If this is going to be the new norm then I think investors will become a lot more cautious and even walk. I know I will.

[thehearse] 13/10/2014 19:44

Anyone know when the new CEO starts? I see that the Chairman is still making the announcements, always dangerous as the last one resulted in a 40% melt down.

[james smith] 13/10/2014 16:02

ROFL. So did I at 490.

[badtime] 13/10/2014 15:36

I'll put my hand up to say I bought a few

[dealy] 13/10/2014 14:03

nice announcement. even with the mess they are still going to make 50m net profit this year. trading at just ten times. only in the UK could a company like this get such a low valuation.

balfour beaty, tesco, royal mail etc. are also all very cheap stocks. dumped by lemming pension fund managers and shorted by Mayfair hedge funds. soon to be great value stocks.

[thewealthofsocrates] 13/10/2014 08:59

Selling this off is irrational. If there's a global slow down, there will be MORE QE & MORE BUSINESS FOR DE LA RUE!!!

[thewealthofsocrates] 10/10/2014 12:05

Causial47: At least you've confirmed that the CEO is not a lunatic.

[thewealthofsocrates] 10/10/2014 12:04

Thinking about it, the twitter account must have been a parody. :)Doesn't matter though, DLAR will make money on what it does best, printing notes. They're the only one worth betting on in this business.

[hvs] 09/10/2014 11:14

Does anyone think they can pass us miserable shareholders a few bucks straight off the press ?

Any takers ?

[casual47] 08/10/2014 09:56

Hot off the press: The twitter account is fake.

Email received this morning from DLAR:

"Many thanks for your email. I can confirm that this account is not genuine and has not been set up by our new CEO Martin Sutherland who is due to start on 13th Oct. We are investigating if it is possible to shut this account down."

[thewealthofsocrates] 07/10/2014 14:51

Big cash contract in 2016 will turn it around.Price will double current again.

[essentialinvestor] 05/10/2014 17:36

Commodity prices are being killed, so current forecasts are likely to
aggressively scaled back over the few weeks.
The sector is not as cheap as it appears.

[bulltradept] 04/10/2014 14:24

"the bear market in small and mid caps right is as bad as 2008. same goes for commodity producers. none of this is reflective of strong markets and loose monetary policy. at some point this will change imo and money will flow back into these sectors."

Why should it? Surely these will get hit harder than big caps come a market correction if / when it appears.

You want to be in big companies which will be able weather a bear market not in small companies which will see a sell off if their customers disappear or shrink.

[orchestralis] 03/10/2014 13:13

Oberthur might start sniffing around again at this level

[casual47] 01/10/2014 14:55

Assuming it is really his twitter account I am more intrigued by his tweets about crypto currency and bitcoin.

You should see what David Lenigas is posting on his twitter account -- doesn't seem to be bad for his companies.

BAE news release confirms that he left BAE on the 30th, so it's likely he started today officially in DLAR:

SP still holding. Looks like it has found a support.

[p1nkfish] 01/10/2014 13:12

Because a man in such a position should not be "hinting" on such via Twitter. What does it say about his character?

[casual47] 01/10/2014 09:44

Why is it not a good sign?

You seem to like making absolute statements about things.

Either way, he'll start before 13th October as per the news release so there should be news flow following soon.

SP looks stable for now. Let's hope the new CEO comes out with a plan that will get the City buying into the future of DLAR rather than the current predicament.

[p1nkfish] 01/10/2014 09:32

I don't believe for a second that the Twitter account belongs to the new CEO.

Certainly hope not anyway. Not a good sign if it does imho.

[dealy] 01/10/2014 09:01

the bear market in small and mid caps right is as bad as 2008. same goes for commodity producers. none of this is reflective of strong markets and loose monetary policy. at some point this will change imo and money will flow back into these sectors.

[hvs] 01/10/2014 08:43

If its tweeting about it, it seems its not doing its job.

Will it be fit for purpose ?