De La Rue Share Discussion Threads

[quepassa] 27/2/2017 11:11

seems unlikely to me that the UK would want either the European printing houses to print the new passports now or the USA printers.

all fingers point in my opinion clearly to De La Rue.

Now the UK will have soon regained its sovereignty, it necessitates in my opinion that all printing of notes and high security documents like passports will be handled by an onshore, UK domiciled security printer.

Who else in the UK other than De La Rue has the track-record, capability, trust and undoubted reputation to carry out those functions?

De La Rue are now in my opinion in a much, much stronger competitive position than they had been for decades under the EEC.

No-one will convince that the BoE and HMG will now seriously contemplate using off-shore printers for these vital functions.

In my view, De La Rue look exceedingly well-placed to capture the lion's share of UK bank-note and security document printing in a Post-Brexit world.

ALL IMO. DYOR.
QP

[philanderer] 27/2/2017 10:52

New UK passport "likely to become a defining symbol of Britain's new identity"


......De La Rue is also pitching to design and produce the new UK passport, which was put out to tender by the government last October – ironically, via the European Union's electronic tendering journal.

"The term of the current [passport] book design and manufacture is a 10-year cycle and the tender's timing with our exit from the European Union is quite coincidental," said Payne.

"The passport is a unique symbol of national identity and a critical piece of national infrastructure," he added. "As such, there will be huge expectation on the development of this design, which is likely to become a defining symbol of Britain's new identity and relationship with the world."

[philanderer] 24/2/2017 20:44

De La Rue‘s Bathford Paper Mill in the UK has Achieved PEFC

[quepassa] 23/2/2017 17:00

slowly but surely.

funny old company, dlar. very shy of publicity and keep themselves out of the limelight. no problem with that. just their own house style probably driven by some of the security conscious nature of their work and their link to HMG as printer to The Crown.

a year ago it was 410p. Today 610p

Up 50% in a year. great recovery.

the prospects for their Note Printing look better and better in my view.

with Brexit et al, can't really see anyone else taking away the business of The Realm and DLR will surely benefit.

Also bank-notes around the world are being changed by so many nations.

Personally, pretty upbeat. And all the time a very nice 4.25% yield to boot.

Keep the faith.

ALL IMO. DYOR.
QP

[philanderer] 23/2/2017 15:41

Still waiting for the breakout QP :-)

[quepassa] 22/2/2017 13:39

Thank you for your many interesting posts.

QP

[philanderer] 22/2/2017 12:19

De La Rue‏@DeLaRuePlc 3 hours ago

What are the core challenges of implementing citizen identity management programmes?

[philanderer] 16/2/2017 17:56

Ending number two in the FTSE 250 risers today :-)


16th feb Numis add tp 671p

reiterates

[redips2] 16/2/2017 15:41

Well whatever the outcome regarding tallow the share price is up surprisingly 2.5% so far today .

[philanderer] 15/2/2017 21:00

Never ending :-S

'Bank of England could face legal action over decision to keep polymer notes'

[philanderer] 15/2/2017 13:29

Bank of England confirms it is keeping animal fat £5 and £10 pound notes

Vegans and vegetarians voiced outrage after the Bank of England confirmed last year that the new plastic fivers are made with tallow

[philanderer] 13/2/2017 10:31

13th feb JP Morgan neutral -

reiterates

[philanderer] 10/2/2017 16:51

De La Rue ‏@DeLaRuePlc 7 minutes ago

UK banks strike branch banking deal with Post Office

… via @Finextra

[philanderer] 09/2/2017 19:55

Mid-caps catch up: FTSE 250 shakes off Brexit woes


Strategic winners

Holly Cassell, assistant manager of the Neptune UK Mid Cap +fund, said when it came to currency it was important to look at the companies that would benefit from a real boost to their underlying trading, not just improvement off the back of exchange rates.

She said the FTSE 100 was made up of lots of companies that would benefit just from the ‘translational impact’ of currency movements without growing their businesses – what is known as ‘financial winners’.

‘Where we think the most exciting opportunities lie is in "strategic winners" – that is those mid-caps which were indiscriminately sold off following the Brexit vote but experience a double whammy benefit from the weak pound,’ she said.

These companies generate revenues in foreign currency but pay costs in sterling meaning they benefit from a margin uplift.

Cassell gave the example of bank note printer De La Rue (DLAR +), which ‘has a global customer base but for which the UK is a designated centre of excellence for its banknote printing business’.

[philanderer] 08/2/2017 13:02

River & Mercantile UK Long Term Recovery fund


....The team is also hoping for alpha from other industries, often where events such as a change in leadership can trigger improvement at a business. Examples include De La Rue, which prints banknotes, and software and professional services company SDL, both of which have recently come under new management.

“De La Rue is more than 300 years old,” Mr Lough said. “The perception is structural decline. The previous management, in our eyes, didn’t seek to change that proactively enough.

“But a new chief executive has come in and challenged existing practice and has a big focus on return on capital.

“Once we strip out the structural headwinds for the business, there are some interesting elements. Polymer has a 5 to 10 per cent share of the market and could grow. Also, most governments now want to dual source [and could use De La Rue].”

[philanderer] 07/2/2017 14:13

De La Rue Retweeted

UK Paper Industries ‏@Confedofpaper Feb 6

Very pleased to meet with @JacobReesMoggMP at @DeLaRuePlc Bathford, to discuss Brexit issues & opportunities for the UK Paper Industry #CPI

[redips2] 05/2/2017 16:44

As long as Samsung don't supply them, if they do then.....WHOOSH..... no card :-)

[meijiman] 05/2/2017 11:07

I'm very impressed with what Oberthur are up to with regard to credit card security. New cards with a changing CCV number on the back worked by a very thin battery. Wonder if DLR has looked at this area?

[philanderer] 05/2/2017 10:22

Still rumblings there :-S


'New $20 note begins to circulate in the Solomon Islands in January'

[redips2] 03/2/2017 13:13

Wonder if we will ever see £10-ish again..... never really recovered from the Indian paper debarcal .

[philanderer] 03/2/2017 10:04

Well done red. I`ve had GVC on the watchlist for a while

[redips2] 02/2/2017 14:06

Yup... 20 stocks in mine and 18 for Mrs redips which I look after.....all LTH's. Nicked 1800 GVC on Monday and this morn they have gone a little bit mad... v nice .

[philanderer] 30/1/2017 10:18

Uganda: Fresh Row Erupts Over Money Printing Deal


........The other companies the ministry of Finance has invited to submit bids amid growing opposition from Bank of Uganda, include the Mühlbauer Group, a one-stop-shop technology partner for the production and personalisation of cards and passports, and De La Rue plc, a banknote printing, security printing and papermaking company with headquarters in Basingstoke, Hampshire, England, which has printed Uganda's currency for the last 50 years, also voiced its objections.

The proposals from the two companies, according to sources, will be evaluated alongside Veridos Identity Solutions GMBH.

[philanderer] 27/1/2017 17:33

Evening red, yep faffing about with a 23 stock portfolio and I`m flat for 2017 . May as well have purchased a FTSE tracker :-D