De La Rue Share Discussion Threads

[salpara111] 27/5/2015 08:41

Just be careful buying as they will be automatically ejected from the FTSE 250 on the 3rd of June, that will see a lot of funds unexpectedly having to sell down their holdings

[meijiman] 27/5/2015 08:33

Well done to the chinless wonders-another great performance. If this company was a lager it would be kestrel super on offer at Lidl for 39p per can.......

[redartbmud] 27/5/2015 08:33

CEO interview on Merchant Cantos. He talks a good fight.

[randomwalker] 27/5/2015 08:20

ouch

.....but surely the divi cut was expected?

I have bought back a few more

[redartbmud] 27/5/2015 08:08

Slippery slope heading vertically downwards.

[thehearse] 22/5/2015 19:31

The news of that reshuffle went down well. Did the city even notice?

[thehearse] 21/4/2015 20:39

Only if you're happy with nursery slope with a gradient of 1:50

[cockneyrebel] 21/4/2015 14:50

Chart looking like a decent buy point here imo:


free stock charts from uk.advfn.com

[randomwalker] 10/4/2015 14:48

Best way to encourage us to sell would be to raise the price

650 would be fine with me

[thehearse] 09/4/2015 20:08

I feel/hoping something's cooking as the bid/offer prices over the past three days are unusually tight. Are they encouraging us to sell?

[redartbmud] 03/4/2015 17:17

Let's just hope that if they engage Dlar to print a new currency, they pay up front. They may not be able to pay with anything of any commercial value after the event.

[cockneyrebel] 03/4/2015 17:11

Greece draws up drachma plans, prepares to miss IMF payment

[thehearse] 11/3/2015 23:13

Does anyone know whether there are any similarities in business models between DLAR and DNO?

[james smith] 01/3/2015 12:19

Well, it will be interesting to see the outcome.

[quepassa] 01/3/2015 11:19

It was indeed very strange how Lloyds somehow purchased HBOS at a time when HBOS was on the verge of collapse and RBS had already been taken over by HMG.

Remember that LLoyds had earlier tried to take over Abbey National which was diminutive in size compared to HBOS and that this was blocked by the Monopolies Merger Commission. Yet HBOS was waved through rapidly.

There does somehow and sometimes seem to be a firm but invisible hand on the tiller with certain commercial organisations in the UK which may or may not be in the so-called national interest.

For me, I find the posts of certain participants on this board highly insightful, knowledgeable and speaking with a great wealth of experience which I find difficult not to learn from.

On the topic of potential new currencies, it would appear to me strange and most unlikely if a certain country or countries had not already put in place advanced contingency or backup plans about new currency printing. Not sure at all whether those contingency measures will be called upon or implemented but the need to have those important measures in place seems very reasonable to me.

Those contingency plans would come at a distinct cost and are unlikely to be borne by any currency printer in my view.

ALL IMO. DYOR.
QP

[redartbmud] 01/3/2015 09:27

James

I congratulate you on your laudable attempts to defend a company for which you have a long association and great affection.

Times have moved on in this brave new world.
My observations are:
1. The company has badly misjudged the marketplace in which it operates.
2. The board has failed to deal with the serious problems that have been presented to them.
3. Nothing is sacred. Dlar does not have a divine right to survive, or remain a UK operation.

If they cannot manage the business properly, they should be removed and replaced by those who can.

red

[james smith] 28/2/2015 18:56

I have no idea what they are doing with regard to the Greek Currency, if anything. It would make sense if they were unless of course someone else has the contract.

de la Rue are in a unique position of trust with regards to foreign customers and indeed the British government. Falling into foreign hands would be unthinkable. They don't make chocolate, they make currency.

Smart cards are not currency, mistake or not.

Perhaps they realised that if the government opposed a take over they would be on a hiding to nothing whatever the legal basis.

[casual47] 28/2/2015 13:38

JS -- assuming for a moment that DLAR is working on the new Greek currency prep....I imagine that it is DLAR who is absorbing the costs associated with that if Greece did not end up needing a new currency? What's the order of costs this may involve?

When you say "not allowed to fall into foreign ownership" -- do you mean the government will block it? How would they go about it, legally? They were completely helpless with the Kraft takeover of Cadbury and arguably bungled up the whole thing.

DLAR certainly seems to have made a major error of judgement when they sold the smart card division to Oberthur.

Anyone know/guess why Oberthur insisted on getting BOD recommendation for the takeover rather than do a hostile takeover?

[quepassa] 27/2/2015 12:26

At a time when this share is a little dull, some very interesting and colourful posts, especially about the history of de la rue. Well done!

Keep it up. It's great stuff to read. The tales are on par with Ian Fleming!

I want the next story.

QP

[meijiman] 27/2/2015 12:06

Fine -I have some shares and would like the share price higher -as would we all.

[casual47] 27/2/2015 11:47

Meijiman -- James S is not the one digging up slabs of text to "prove his point"....so who is the one with time on his hands?

Let this car crash be over please, thank you

[meijiman] 27/2/2015 08:48

You have way too much time on your hands-think you need to get out more.