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Share Name Share Symbol Market Type Share ISIN Share Description
Devro Plc 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
  +5.00p +2.38% 215.00p 210.50p 212.00p 212.00p 208.50p 208.50p 71,752 16:35:27
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Food Producers 253.4 17.5 7.5 28.7 358.94

Devro Share Discussion Threads

Showing 2726 to 2748 of 2875 messages
Chat Pages: 115  114  113  112  111  110  109  108  107  106  105  104  Older
DateSubjectAuthorDiscuss
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
19/4/2016
11:51
i sold all my holding above 300p but this drop is too tempting so i've begun to accumulate again. The new China and USA plants will drive efficiencies and the cash flow is great which will impact finance costs and add to the bottom line. One for the long haul if you're patient. woody
woodcutter
18/4/2016
18:50
Seem to be de-rating as that investment in plant does not seem to be coming through in the financial forecasts. In fact it looks ex growth and debt has increased over the past 5 years
gopher
08/4/2016
17:26
Give him a load of shares instead. Why buy em? Old fashioned view I know.
ivancampo
07/4/2016
12:16
Next move to £3.50 surely?
greatwhitefunkmaster
06/4/2016
08:08
Usual range bound price action resumed. Expect new FD to get his hand in his pocket soon.
ivancampo
26/1/2016
11:58
At least 2 broker upgrades with increased pt's last week, cruising in a difficult market. Expecting to break out of its trading range very soon.
ivancampo
26/1/2016
11:48
set for a big push forward in 2016 Demand strong and new production facilities in USA and China What is not to like? People have to eat
phillis
17/12/2015
16:12
Well I've bought more - hope the bounce comes!
ivancampo
10/12/2015
16:05
Unloved at the moment testing lower end of trading range, normally bounces from here!
ivancampo
17/11/2015
07:11
Solid update, future prospects look good. Hopefully break out of the range in the coming weeks..,,,
ivancampo
27/10/2015
08:39
Thank you for your comments Woodcutter. I wish you the best of luck.
bootycall
27/10/2015
08:24
Viscofan (VIS) is highly illiquid with just 46m shares tightly held. It's share price has tripled in the last four years so any profit taking on such illiquidity is likely to have a reasonable impact on the share price. Volume yesterday 19380 shares traded. As always there's journalistic scaremongering. The BBC article while balanced isn't so conclusive on what is/isn't acceptable to consume, even WHO don't know. Why publish a piece on completely inconclusive research. Clearly if you eat 15 burgers and 5 packs of bacon a day then you've a problem, which is obviously not just related to your potential cancer risk. No ones trying to persuade you to invest, i have nothing more to add on the subject. http://www.bbc.co.uk/news/health-34620617 wc
woodcutter
27/10/2015
07:25
Nothing went wrong Woodcutter. Great investment. Tobacco stocks have the second highest operating margins ( 41% according to Morgan Stanley) in US packaged consumer goods. They also contain nicotine which means that not everyone found it easy to slightly reduce consumption or switch to a healthier option :) Tobacco stocks historically traded at a discount until all class actions could be dealt with and addressed with product labelling which has dramatically reduced consumption in Western Europe. http://www.who.int/mediacentre/news/releases/2015/trends-tobacco-use/en/ The big boy in the collagen industry Viscofan fell almost 5% yesterday ! Please bear in mind that children eat sausages. Does Mum want to cook two separate meals for the family? Will schools have them on the menu?....they are a product which should now require some form of labelling as to the risks of eating a group 1 carcinogenic product . As an investor you have all that negative process to look forward to over the next few years. The main investment case left for growth in processed meats, like cigarettes, is that we can sell them to poor people in emerging markets. Sad really....some might say that is wrong...and that might affect the rating. I feel bad for British pig farmers but reducing deaths from the 2nd biggest cancer in the UK must take priority.
bootycall
26/10/2015
20:07
I try not to get involved in discussion on these boards with those who have an opposite view to my own, as it's generally pointless. I merely post my buy and sell positions and reasoning behind the decision. However i can see how your theory might have some legs. Below are the 5 year weekly charts for BATS and IMT. It's clearly had a massive impact on both these stocks, i wonder what went wrong! free stock charts from uk.advfn.com woody
woodcutter
23/10/2015
18:12
Woodcutter you make some good points. Devro has a great niche and strong market position within that niche. China is obviously a great opportunity to exploit but I have to question whether sales will be helped by medical advice which appears damning about the consumption of cured meats. If the Government is forced to label these products as dangerous, I feel that the forward earnings multiple would be affected....to say the least.
bootycall
23/10/2015
17:10
I have a long term holding and a trading strategy for current consolidation phase. If the market moves against the trade then happy to include that in my longer term holding and then trade the next level of support/resistance. trade the support and resistance boundaries, never trade within the range. woody free stock charts from uk.advfn.com
woodcutter
23/10/2015
16:56
https://www.youtube.com/watch?v=1oDAkmfoAgA This is a £650m market of which DVO generate revenue of around £235m thats roughly a 36% market share. They're closing all their old operational plants and building modern efficient facilities in the US and China which will come on line in the next 12 months. Their cashflow is exceptional and will comfortably cover interest payments and pay down debt within a reasonable time frame. imv this is a sleeping giant and whenever it hits support i accumulate. At some point when all the debt is cleared the interest payment costs will all flow to the bottom line and DVO's earnings will grow exponentially. I hardly think the entire globe is going to stop eating collagen over night, if ever woody
woodcutter
23/10/2015
15:17
You are pretty brave http://www.dailymail.co.uk/news/article-3285490/Bacon-burgers-sausages-cancer-risk-say-world-health-chiefs-Processed-meats-added-list-substances-likely-cause-disease-alongside-cigarettes-asbestos.html Not sure how this news helps. BWTFDIK
bootycall
23/10/2015
12:51
Added just now - hoping for an update on the 17th continuing recent positive vibe
ivancampo
23/10/2015
12:49
added to my holding on the dip, strong support at 275p. woody
woodcutter
Chat Pages: 115  114  113  112  111  110  109  108  107  106  105  104  Older
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