Devro Share Discussion Threads

[besbury] 01/12/2004 16:09

I have been searching all day kitkat, but can't find any news that could have caused this movement in the share price I agree 150p is now on the cards, possibly following the prelims in March.


I am however looking forward even further, possibly this time next year, for the figure of 170p. This is where I first came in with the Devro IPO in June 1993. I did of course catch the falling knife, without injury I am pleased to say, during the dark days for Devro when F&M took it's toll almost two years ago, when the price dropped to 40p. I dumped what value remained of my dot.com shares and switched everything into DVO, following John Magnier's example, with his investment vehicle, Acomita.

I have sold enough to take care of this years CG allowance, but still hold 50k at an average of 53p, as the core holding of my portfolio. We are off next Tuesday to Singapore enroute to spend Christmas in New Zealand, all down to the good fortune we have had with our Devro shareholding.

In order to keep in touch with "events", we go armed with a new laptop computer, all programmed to take appropriate action during our absence from the UK. All I have to remember is that the LSE opens at 8pm and not 8am:~))

Regards

B

[kitkat] 01/12/2004 15:19

nice juicy buys today
10 : 1 buy : sell ratio
no idea either Besbury - but reckon we could see 150p without a problem

[besbury] 01/12/2004 09:08

Good morning kitkat. Yes, I have been trying to find out why, as this is most unusal for DVO in the absence of any news! I wonder if we are about to hear of the completion of the sale of surplus land at Moodiesburn

[kitkat] 01/12/2004 08:42

we've got an excellent chart breakout here

[besbury] 25/11/2004 07:52

The good news this morning is that tests for BSE on one animal in the US have proved negative. (Report on Bloomberg)

The bad news is the weakening US $ v the £ sterling. "Experts" are forecasting a 2$ £ before too long. The weak greenback is already having an adverse impact on British companies earnings in the US.

[besbury] 18/11/2004 21:35

It is just possible we have a black cloud looming on the horizon. An announcement tonight from the USA suggests they have their second case of BSE.

It will be several days before there is positive confirmation one way or the other.

It is almost a year since the US reported their first case of BSE and Japan still have an embargo on beef imports from the USA. It also resulted in DVO sourcing their raw material for collagen, (Cow/Steer/Bullock, hide) for their US manufacturing plant outside the USA, which added additional costs.

Hopefully, this will turn out to be a load of old bull:~))

[lynas] 18/11/2004 19:04

Yes the feature in the times was very interesting, didn't know anything about their activities and looks like a reasonable growth prospect.

I see that about 2.5m shares changed hands to day, some big sells, but nary a quiver in the buy/sell. Does this mean mm's are keen to get hold of stock, is it smoke and mirrors, or some other explanation.

[06015197] 18/11/2004 11:49

Don't hold stock in Devro, but do hold stock in Alltracel.

Interested to hear views on the earlier agreement between Devro and Alltracel into the research and development of ingredient delivery systems for cholesterol management for functional food market using m-doc technology. (Alltracel's patented tecnology)

Trial results on m-doc's efficacy in reducing cholesterol uptake into the bloodstream are likely to be positive. So that a sausage skin containing anti cholesterol properties should go down a treat.

How do Devro holders view these developments; would welcome comments.

[besbury] 14/11/2004 20:10

Yes kitkat I agree. As DVO is the core holding in my portfoilo I was quite astonished & delighted to see them featured in the Times this morning. I feel both analyst's contributions were accurate and fairly balanced. I particularly like the bit about DVO having to ration porcine collagen to their customers.

I am looking forward to a comment, or perhaps two, from idioterna sometime next week.

Regards

B

[kitkat] 14/11/2004 17:01

lookig good for the future with DVO tipped as hold and Buy Besbury

[besbury] 14/11/2004 08:25

Hope you all find this of interest from the ST.

[kitkat] 12/11/2004 14:37

wow - hello Idioterna - haven't seen you around in ages

still trading?

[idioterna] 12/11/2004 14:27

Bit of a late reply, but I am also hoping to see the land sale concluded in the next 2 weeks. I am not too worried about the strength of the £ vs $ since the £ has lost considerable ground against all the other European currencies so the consolidation in eastern europe appears to have been timed superbly. I for one am expecting cracking results from eastern europe.

[kitkat] 05/11/2004 08:16

dvo getting a right old tree shake
before mm get the price shooting up

[sreed] 31/10/2004 22:18

cos its tasty

[kitkat] 31/10/2004 13:11

why sreed?


chart looks excellently poised for a breakout this week

[sreed] 31/10/2004 07:52

people in china will want more sausage

[miss chief] 30/10/2004 22:11

You might find find the TDW trades are going through virt-x (see www.virt-x.com for more details) I've seen this on a few of other stocks: MPH and SEG spring to mind.
There was a thread about this a while ago, but I can't seem to find it now.

Ade

[scrapman] 30/10/2004 17:54

some trades not there at all, I got some on thursday, and it does not appear anywhere, even adding bits up

[kitkat] 29/10/2004 22:08

some of the sells were buys
not reported correctly on advfn

[clydeman] 29/10/2004 18:58

sells outweigh buys today but price rises??

[kitkat] 29/10/2004 10:49

ready to shoot off again
lots of trade transfers today
goodie
:-)

[sreed] 28/10/2004 08:37

yep look good

[kitkat] 27/10/2004 18:54

nice chart LOM2
are you in baby?
I've topped up today - still holding some from 63p