Devro Share Discussion Threads

[engineer66] 06/8/2009 13:58

SG, Tks. Just gone for smds - nice yield and good market position so someways a bit like DVO. Quite interesting is that after DVO's results I'd thought there would be a spike then a fall back, then up again, but it looks steadily up. Weekend B-B-Q planned with bangers and hope for 120 next week.

[pmeldrum] 06/8/2009 12:31

Back to DVO on this thread

That 120 is approaching

[simon gordon] 05/8/2009 18:23

E66,

~SQS: quality company. should bounce hard if business picks up.
~HAMP: could eventually three bag or fall flat. is it a dreamliner?
~CHU: steady eddie. catalysts building.
~IRV: keeps getting orders.
~GNS: global agri play. could be sleepy.
~BRE: trying to become a big beast.
~OIH: soon to join 250.
~Bank Paper: still lots of value in this space. check out LLPF for links.
~BA.: big and boring.
~XPP: juicy yield. clued up management.

Good fortune...

EDIT - If anyone has any more suggestions please post away. The more the merrier.

[phillis] 05/8/2009 17:09

Neeps'n tatties again!

[engineer66] 05/8/2009 12:49

I like this company with a strong market position and ability to export. I was a little surprised that they did not make on exchange rate gains. When I last looked at their accounts the pension deficit was improving ie 06 to 07 but on renewed inspection for 07 to 08 I see it has worsened considerably. I wonder what intgem you consider as high 25% or more of market cap?

Fundamentals and low beta suits me as a buy and hold investor. I dont have CR trading speed or technical knack. Yet as a steady performer DVO will probably keep moving up over the next year. I think it is hard to find much better. I had a look at Capital and Regional from CR's den yet a bit speculative. Greatful for any core holding suggestions! Otherwise it is back to studying the heat maps over the weekend.

[cestnous] 04/8/2009 15:05

So David Scwartze(FT) was right three weeks ago when he forcasted a rise on results.

[napoleon 14th] 04/8/2009 13:03

Yeah, good results.
I used to have these, but the share price is where it was two years ago!

The Loste peeps here in S of F said there's no change in their market either.
So much the better...

So H1N1 not such a problem; maybe because money makes more sense than paranoia! Peeps are funny, tho; some used to think you got AIDS by shaking hands with a sufferer! An H1N1 panick not such an exageration.

I can see the 120p tgt,

but IMHO there's better fish in the sea, to be found on CR's thread!

[cockneyrebel] 04/8/2009 11:35

I think these will get some good press coverage tomorrow and the obligatory tip from Midas or Tempus for co's groiwing earnings.

120p looks nailed on to me too Phillis.

CR

[intgom] 04/8/2009 11:21

Worrying increase in pension deficit - be interesting to hear about their action plan for this at the briefing.

[engineer66] 04/8/2009 11:14

Not such a boring stock, cracking results and more potential with the new production facility opening...holding on.

[phillis] 04/8/2009 10:18

Yes - 120p here we come

[cockneyrebel] 04/8/2009 09:56

Breaking out - no real resistance on the chart till 124p

CR

[phillis] 04/8/2009 08:17

Excellent momentum

[cockneyrebel] 04/8/2009 07:36

looks like they are some way ahead of full year forecasts having done more than half full year estimates in H1 imo.

CR

[idioterna] 29/7/2009 23:54

..had a seriously decent run here, planned to exit in december, but given the current economic outlook in the EU, I think I'll hold through next spring. Just wonder why so many posters saw H1N1 as detrimental.. weird. We're in a global recession where prime consumers are dropping away and yet you think some dodgy media hyped flu which kills less people than measles is an issue? Food on the table, meat in any form is where the majority are looking.

[felix99] 15/7/2009 06:28

If you look at cranswick results the other day the overriding theme seems to be peeps buying more sausages full stop due to credit crunch. Prime rib is now out and subprime bangers appear to be all the rage:-)

so dvo wins and even if peeps go off pork they will swap to beouf instead Either way sausage skin sellers win

[napoleon 14th] 14/7/2009 23:56

FELIX - no doubt you're right, but peeps will react -ively due to swine flu IMHO.

DVO a "nice" share, but as with most "nice" things/people, dreadful boring!

My client tomorrow is "Loste Goup" here in S. of France. They do all kinds of pork products..... Gonna quiz them about their markets!

[phillis] 07/7/2009 12:04

former chairman Pat Barrett passed away at the weekend
God Bless

[scrapman] 03/7/2009 10:49

.wrong thread

[felix99] 02/7/2009 17:11

dont; think its got anything to do with pigs these days? Its just the pig virus has mutated and gone into human population.

IF you were correct then every pig herd in every country would be being slaughtered by now like Mad cow or Fotot and mouth

[essentialinvestor] 02/7/2009 12:54

Maybe, but Pork products off the menu if Swine Flu takes a strong Global hold IMV.

[phillis] 02/7/2009 09:17

Business obviously doing well, hence insider buying

[simon gordon] 01/7/2009 11:22

I've joined you on this one - cheers for the heads up. Looks probable that an earnings upgrade is in the pipeline.

[cockneyrebel] 01/7/2009 11:00

Directors buying day after day here - more yesterday and today.

CR