De La Rue Share Discussion Threads

[meijiman] 06/7/2020 16:43

Think new shares start trading tomorrow?

[imastu pidgitaswell] 06/7/2020 14:31

Strange drop - I guess they weren't thrilled with the percentages. I did offload some and have just added most of them back.

[imastu pidgitaswell] 06/7/2020 09:34

Dunno - I have been allocated (I think) over twice my minimum entitlement, although I asked for a lot more.

Happy with what I will get and also happy to hold what I currently have and just watch it rise back to the magnet of 150?

[ltinvestor] 06/7/2020 08:20

General Meeting at 10.30 today.I expect the fundraise to have been well oversubscribed...

[knowing] 03/7/2020 10:36

I thought the colour of the new passport was wrong so Gov could sue them for breach ;-)

[imastu pidgitaswell] 03/7/2020 10:18

I would be sympathetic, but there are basic legal issues - having awarded the contract on a tender process they would be sued by the winners.

I'm sure someone will have a look, but can't see it myself.

[knowing] 03/7/2020 09:58

Massive if it comes back

[kinwah] 02/7/2020 18:23

lt my cheque was presented immediately when it was received. At least I know my application got there safely. I've already shorted my entitlement together with my best guess of what I'll get in the excess application. I'd actually forgotten I had a few left after selling out before lockdown so this is an unexpected bonus in these difficult times.

[ltinvestor] 02/7/2020 13:08

Cash has left my account this morning for the rights entitlement.I have also added at 135/6p...

[imastu pidgitaswell] 02/7/2020 10:02

Yes, coming off the 200 day ma.

I have signed up for the 110s, and plenty more than entitled to, deadline is about now (11am) and therefore anyone selling intending to replace with the 110s is done - so fewer sellers now...

[tidy 2] 02/7/2020 10:01

Nice n steady

[jfishy55] 02/7/2020 09:05

I had looked through the documents I was sent but didn't spot that bit - Thanks.

So it looks like 0800 on 7th July 2020 for trading of the new shares. I wonder if the opening price will be adjusted for opening?

[imastu pidgitaswell] 01/7/2020 13:31

It is in the Publication of Prospectus RNS - link above. The copy and paste dump is:

EXPECTED TIMETABLE OF PRINCIPAL EVENTS

Each of the times and dates in the table below is indicative only and may be subject to change. Please read the notes to the timetable set out below.



Record Time for Open Offer 6:00 p.m. on 12 June 2020
Entitlements
Announcement of the Capital 7:00 a.m. on 17 June 2020
Raising
Ex-Entitlements Time for the 8:00 a.m. on 17 June 2020
Open Offer
Publication of the Prospectus 17 June 2020
Posting of the Prospectus, 18 June 2020
Application Forms (to Qualifying
Non-CREST Shareholders only)
and Proxy Forms
Open Offer Entitlements and as soon as practicable after 8:00
Excess Open Offer Entitlements a.m. on 19 June 2020
credited to stock accounts
in CREST (Qualifying CREST
Shareholders only)
Recommended latest time for 4:30 p.m. on 29 June 2020
requesting withdrawal of Open
Offer Entitlements from CREST
(i.e. if your Open Offer Entitlements
are in CREST and you wish
to convert them to certificated
form)
Latest time for depositing 3:00 p.m. on 30 June 2020
Open Offer Entitlements into
CREST (i.e. if your Open Offer
Entitlements are represented
by an Application Form and
you wish to convert them to
uncertificated form)
Latest time and date for splitting 3:00 p.m. on 1 July 2020
Application Forms (to satisfy
bona fide market claims only)
Latest time and date for receipt 11:00 a.m. on 3 July 2020
of completed Application Forms
and payments in full and settlement
of CREST instructions (as
appropriate)
Latest time and date for receipt 10:30 a.m. on 4 July 2020
of Proxy Forms or electronic
proxy appointments
General Meeting 10:30 a.m. on 6 July 2020
Announcement of the results 6 July 2020
of the Capital Raising and
the General Meeting
Admission and dealings in by 8:00 a.m. on 7 July 2020
New Ordinary Shares, fully
paid, commence on the London
Stock Exchange
New Ordinary Shares credited as soon as practicable after 8:00
to CREST stock accounts (uncertificated a.m. on 7 July 2020
Shareholders only)
Despatch of definitive share on or around 20 July 2020
certificates for the New Ordinary
Shares in certificated form



Dealing starts 7th July.

[jfishy55] 01/7/2020 13:09

When will the new shares be available to trade?
I believe the last time to take up entitlement is today but I'm wondering when those shares will be able to be sold in the market?

[hodhasharon] 30/6/2020 17:21

Sounds like Pigswill was sucked in at the top and is nursing a huge loss. Well as huge as it can be in a 2k portfolio. All relative I guess.

[kinwah] 30/6/2020 16:52

Some people might have already applied in the open offer for their entitlement plus some excess and at the same time shorted some of their expected position to lock in the turn. Kicking myself for not doing this at 150p on Friday.

[imastu pidgitaswell] 30/6/2020 13:10

Same again today - but small volumes.

200 day ma coming up again - decision day on the 110p placement option is tomorrow (per HL).

[imastu pidgitaswell] 29/6/2020 16:46

Found it - odd character, but relatively harmless, as long as you don't go with the price forecasts.


Looking to get back in, where is the placing price going to be at?

HodHasharon3 Jun '20 - 08:17 - 806 of 1012
111p is your entry.


HodHasharon3 Jun '20 - 09:12 - 809 of 1012
Entry revision: 94p

HodHasharon3 Jun '20 - 09:15 - 810 of 1012
Sorry about this: Predicting a 79p close.

imastu pidgitaswell3 Jun '20 - 09:20 - 811 of 1012 Edit
Are you sure?

;-)

HodHasharon3 Jun '20 - 09:29 - 812 of 1012
My technical analysis skills have kept me off benefits for the past 2 months. I'm sure :-)

ltinvestor3 Jun '20 - 09:34 - 813 of 1012

Hod, I do hope you are right then I can buy another 100k...

HodHasharon3 Jun '20 - 09:37 - 814 of 1012
I'll be right behind you.



The shares didn't go below 110.

[imastu pidgitaswell] 29/6/2020 16:42

No, was not holding after offloading on Friday - just watching it until later in the afternoon and quietly sneaked in for some before the close.; from my perspective that was a 12p or 8% pullback for a gain to be made all over again. Losing count of how many times now.

Also put my order in for Wednesday closing date on the 110 - asking for a lot more than the entitlement.

RE HodHash, take a look back to 2nd or 3rd June, as it was soaring - I think he called for a number of closing prices within about 10 minutes; he's apparently a trading guru, and staying off benefits accordingly. Entrepeneurial stuff. Well it would be if his price calls bore any resemblance to reality.

[bluedaycoming] 29/6/2020 16:21

Quiet on here today. Everyone watching the shareprice and holding their breath?

[ltinvestor] 28/6/2020 08:56

Hod.Thanks for your most informative post.Really appreciated.....

[hodhasharon] 28/6/2020 07:53

This will drift to the 80-90p area over the summer.

[buywell3] 28/6/2020 07:33

Regarding an ---- " Immunity Certification Scheme " as mentioned by De La Rue on june 1st 2020 in a trading update.



On the BUY thread today :



buywell posted on this thread that Russian Scientists had stated covid-19 immunity may only last for 4 to 6 months.


A recent clinical study done in China published june 18th 2020 , comes out with 2 to 3 months


Clearly this study puts the whole ethos of issuing a '' Covid-19 clear '' passport into the long grass.






The world needs to be given the answer to the question :

Can you catch Covid-19 twice ?

buywell believes that will be Yes


and then the follow up question

How long is someone likely to remain immune after having had Covid-19 ?

buywell believes that answer will be fudged , when it could be 3 months to 6 months or possibly a year we just don't know yet.

But within say another 2 months the data on those that acquired Covid-19 in Jan and Feb and March and April and have acquired it AGAIN will be in.

Remember also there is a mutated strain of the coronavirus around now which is much more transmissible that the original first virus in Wuhan .




dyor

[ltinvestor] 25/6/2020 18:25

Institutional buying today....

[imastu pidgitaswell] 25/6/2020 16:52

Significant bounce in a dubious market. Sold some, still got some.

Becoming a nice trading share, albeit volumes a bit light and can't be done for big stakes. Mustn't grumble though...



Incidentally, to the guy the other day asking about selling or not - did you hold on? Or sell some today?
Hopefully you didn't follow this sage:

deanmatlazin24 Jun '20 - 08:59 - 997 of 1006
0 0 0
Look like this is heading back to 110p. Will buy back at that price and keep it long term