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Share Name Share Symbol Market Type Share ISIN Share Description
Devro LSE:DVO London Ordinary Share GB0002670437 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +2.20p +1.23% 180.80p 180.60p 181.40p 181.40p 179.00p 179.00p 1,721,498 16:35:05
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Food Producers 253.4 17.5 7.5 24.1 301.84

Devro Share Discussion Threads

Showing 2726 to 2749 of 2850 messages
Chat Pages: 114  113  112  111  110  109  108  107  106  105  104  103  Older
DateSubjectAuthorDiscuss
21/11/2016
21:55
Good luck with your holding, not meant sardonically btw.
essentialinvestor
16/11/2016
21:20
Hi EssentialInvestor, if you look at the Blog I wrote at the time I bought a Pilot Position in DVO I made the Risks very clear - in fact, you will find a long list right upfront. There is a link to that Blog at the bottom of the one I just posted. You are spot on that there is a big Debt problem here - this is why I only put 1% of my Portfolio into DVO and why I will not commit further Funds unless and until the Company gets recapitalised and sorted out. cheers, WD
thewheeliedealer
16/11/2016
21:16
Hi stupidboypike (I'm sure you're actually quite sharp !!), thanks for the feedback. As you imply I think DVO will get very interesting once they sort the mess out - as I said in the Blog it probably needs a change of Directors and is clearly under capitalised. Once we have clarity on those it could be a really decent Buy. Cheers, WD
thewheeliedealer
16/11/2016
16:55
Net debt and market cap continue to come closer.
essentialinvestor
16/11/2016
13:30
Would be even more brilliant if he had spotted the downside risks before now.
essentialinvestor
16/11/2016
10:29
THEwheeldealer, brilliant piece of work - thanks. Luckily for me I'm not a holder but I could be once I see the end to the bad news (and as you say clarity on their financial position). Thanks for sharing your research. Best regards SBP
stupidboypike
15/11/2016
23:33
Hi all, You may recall I bought into DVO a few weeks back. Sadly it has not gone as I hoped it would and I am now very concerned that the high Debt and poor Trading have conspired to make the Capital Position look very ugly - I don't see how they can avoid a Rights Issue or Placing or something. Anyway, I have written a Blog here about how I think this will play out: hTTp://www.wheeliedealer.weebly.com/blog I hope it helps Holders assess the situation and decide on a course of action. cheers, WD
thewheeliedealer
10/11/2016
14:33
I'm just brassed off with the statement - ought to be doing better on sales.
engineer66
10/11/2016
10:10
bench, that was my concern as mentioned at the time. That CAPEX programme required excellent execution, particularly in the context of increasing debt levels to pay for this. If sales then fell short of expectations it left the Company very exposed, all just IMV.
essentialinvestor
10/11/2016
10:07
The travails of brave capex ..... no one has the patience to ride through the inevitable interim trough whilst volumes build up . Having done all the hard work the company at this price is a SITTING DUCK for a predator . The risk of being quoted .. you can now see why being private or why private equity can be so much more advantageous .
bench2
10/11/2016
09:45
Unfortunately now panning out as I feared it might.
essentialinvestor
10/11/2016
09:43
Had a look. This could easily fall back to the price John Magnier got when he sold out in 2007. I have been following this for a long while. I still feel overvalued at these levels. I'll buy if it falls to £1.20 levels.
hybrasil
13/10/2016
10:43
When you allow for debt and the pension deficit, DVO not as cheap as it first looks IMV. Having increased hearingt to fund the CAPEX programme it will be interesting to see if there is a pay back on that investment.
essentialinvestor
03/10/2016
23:50
As mentioned previously this significant CAPEX spend comes with risks, and rising debt levels.
essentialinvestor
03/10/2016
23:39
Hi Everyone, I bought a small position in DVO to get me into the Stock (again) - I intend to build a stake over time and reckon this could be a nice play for recovery. Anyway, I scribbled a fairly detailed Blog about it that I suspect might be a bit helpful. Cheers, WD hTTp://www.wheeliedealer.weebly.com/blog
thewheeliedealer
03/8/2016
14:58
well after reading the results i figure i dodged as bullet here today. Increase in net debt and longer timescale to come to full production/sales with clients. I'd expect the share price to drift a little this year through H2. Poor returns on yields have impacted the pension liabilities further and the retained earnings on the balance sheet have halved when taking this and the dividends payments in to account. This is going to be a recurring theme across many businesses and there's no sign of any improvement as central bank interest rate policy continues to see further drops in rates. More profits going to shore up pension liabilities. The upside is strong cash flow which will support the pension and debt repayments but we may see the Divi impacted in the future. Interestingly at some point when interest rates reverse and yields return to something normal we are going to witness very strong pension positions in many businesses possibly even surpluses. In the meantime i will watch with interest. good business but not sure on the current share price so not a buyer on this drop i'm afraid woody
woodcutter
12/7/2016
13:49
sold my entire holding this morning in several chunks. Taken profits as there's too much uncertainty in markets at present. The fast rise and blip above resistance at 280p was too much to ignore. solid business so happy to accumulate again on any weakness in the share price woody
woodcutter
28/6/2016
11:28
Cannot understand why DVO should be particularly affected by Brexit Fantastic overseas opportunities backed by focussed capital investment More for me please
phillis
31/5/2016
08:17
Morning all Just had a modest punt here at 252p to join your merry band this morning. Hoping it will look decent medium term value IF all goes well. No doubt could have got it cheaper if I had waited it out but wanted to take an initial stake. Good fortune to all holders.
cwa1
28/5/2016
14:52
Brave imv, sometimes that pays off.
essentialinvestor
20/5/2016
13:18
added again today around 247p woody
woodcutter
28/4/2016
15:57
Chairman adding at last, expecting some others to follow suit.
ivancampo
27/4/2016
19:13
At last a bit of dissension, been too easy for too long.
ivancampo
19/4/2016
14:35
DVO coming back from the days low. last results pbt £15m cash generated from ops over £34m after depreciating older equipment 30% market share from recollection. looks a very boring but profitable business. One for the long haul at this price. Next few years could be very interesting. apologies not intending to ramp, but the valuation at this level is worth considering woody
woodcutter
Chat Pages: 114  113  112  111  110  109  108  107  106  105  104  103  Older
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