De La Rue Share Discussion Threads

[prankster2] 05/3/2007 14:07

Looks like the dow may have bottomed out at 12,000 if it has, the ftse still needs to play catch up, it's approx 80-100 points down on the dow. The ftse will catch up as long as the dow shows stability here and then starts climbing again IMHO.

[rochdae] 02/3/2007 13:34

Tempted in at these levels. Opened a sbet long 651.

[prankster2] 01/3/2007 15:24

Tillman you can keep talking don't worry your words are not knocking the stock down, it's just a market hurricane we've had in the last few days.

Just bought some more as our market is underpriced to the Dow by approx 80-90 points, if the Dow doesn't tank to just below 12,000 our market should pick up.

[tillman] 01/3/2007 13:43

guys, as my last post was made just as it got to the high point of the day, I'lll do you a favour and shut up...that way it might carry on up!

[tillman] 01/3/2007 10:28

wow, there she goes!

[pomp circumstance] 28/2/2007 19:50

went in on these today!

the big rise recently was fully justified, so the market sell off has given those of us who were waiting to buy but missed the rise a second chance!!!

[sklogw] 28/2/2007 11:50

at 660 it seems to have filled the gap

[prankster2] 28/2/2007 11:01

Tillman,

The market has floored almost everything, and with leveraged products it's probably wise to have a stop loss in place, I've bought the shares outright so I'm happy to hold and buy on any weakness, I've bought some more below the 670.

If markets stabilise from around this point, I'd expect DE La Rue to start moving again. I have a bottom price for it at 640, I don't expect it to reach that, if it does it should rebound in a sharpish manner, the markets are important though, it's worth keeping a good eye on them as they can even if only temporarily drag down the good the bad and the ugly.

[tillman] 28/2/2007 09:16

well,

little did I realise that my words of a few days ago would be so relevant today and I am glad I wasn't so greedy as to forsake the 0.3% charge for the guaranteed stop! I have lost money but not as much as if that stop wasn't guaranteed.


Tillman - 21 Feb'07 - 16:24 - 17 of 21 edit


I bought quite a lot of these today via a cfd with a guaranteed s/loss...the latter just in case the market falls apart as opposed to any lack of confidence in this stock itself.

[prankster2] 27/2/2007 13:33

I'm not adding yet Tillman as my two stakes are pitched about right for now, 30p apart (698, 728) will buy more if it drops to around the 670 or on the other side of the coin, if markets stabilise and DE La Rue makes another dramatic leg up, as that will show strength and buyers piling in, the stock is strong in my opinion but it's all about timing the buys now.

[tillman] 27/2/2007 09:57

just added some more
risk reward ratio now even better
yes...I know, I did break my rule of adding to a losing position but at 701.5p it was too good an opportunity to miss. Have a guaranteed stop loss in case the markets collapse!

prankster
is now the time that you were patiently waiting for to add?
i have to say, it took me by surprise but then everything seems to be shot to pieces this morning with the ftse off 100 so far

[prankster2] 24/2/2007 13:59

Tillman,

Don't kick yourself too hard, I missed the 660 mark, they made the announcement of significantly beating the forecast one day too soon for my liking, nevertheless as I did some analysis on the company, I was happy with what I saw and immediately bought an initial stake at 698 then another at 728.

Seems to have settled for now between the 740 to 720 mark, I'm waiting patiently for another opportunity to buy some more.

I reckon De La Rue's profits will be well over 100 million, it will most probably get upgrades in the following weeks, months and good positive write up's.

I wouldn't think that the market would have to go up too much for De La Rue to outperform, but the market will need to be reasonably steady, no sudden crashes slashing a thousand points off the market over night, otherwise it's potential price target will come down, this obviously applies to all stocks across the market but the stronger company's will swim better than the weaker one's.

Do your own research and good luck.

[tillman] 22/2/2007 11:16

she's starting to fly

[tillman] 21/2/2007 16:24

I bought quite a lot of these today via a cfd with a guaranteed s/loss...the latter just in case the market falls apart as opposed to any lack of confidence in this stock itself.

Kicked myself for not taking a position a few days back at the 700p level.

To Prangster....interesting ref. your price target of 10 quid. It will need a rising/steady market in my opinion...I don't have any major concerns ref. a significant market correction..not at the moment anyhow, so 10 quid by the Autumn or Dec may be a possibility.

[prankster2] 15/2/2007 15:48

Bought some more today as I checked what my price target is, still cheap, price target approx 1000 IMHO.

[prankster2] 13/2/2007 13:25

My crystal ball tells me it will blow 90.7m out of the water, bought some at 698.

[sklogw] 09/2/2007 10:02

LONDON (AFX) - De La Rue PLC said trading has been "stronger than expected"
across all areas and it now expects full year pretax profit before amortisation
and exceptional items to be "significantly ahead" of market consensus forecast
of 90.7 mln stg.
The commercial security printer and papermaker said it remains confident of
the outlook for 2007/2008 as it enters the new financial year "with good
visibility" for the first half in its security paper and print business.
The company said that within security paper and print, its banknote and
paper businesses are "operating at full capacity" and expected to do so to the
end of the financial year.

[volvo] 09/2/2007 08:30

Significantly more than 91m.What is significantly 10pc 5pc who knows.I think 10pc is realistic or why mention it.Based on 100m profit the pe looks interesting.

[rosylee] 11/12/2006 12:33

Divi tomorrow 5.83p. Plus this share starting to move up again.

[sahara] 24/2/2006 19:15

Had a good run, think we might get a pull back so l bailed out at £555. on thursday... Hope I'm not premature!

G'Luck

S.

[sahara] 17/2/2006 13:26

Like havin your very own printin press here innit?

S.

[megsta] 16/2/2006 14:42

De La Rue sees FY pre-ex pretax profit 'significantly ahead' vs 2004/05


LONDON (AFX) - De La Rue PLC said it expects full-year profit before tax,
exceptional items and goodwill to be significantly ahead of 2004/2005, on a
comparable IFRS basis, prior to entering its close period for the year ended
March 25 2006.

The company which prints paper for more than 150 national currencies and
security documents, such as travellers cheques and vouchers, said trading since
the half year has been strong throughout the group, aided by the continued
benefits of productivity initiatives and the strength of the US dollar.

It added it remains confident of the outlook for 2006/2007.