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
  0.60 0.35% 169.80 168.20 169.00 172.20 165.00 165.00 166,115 16:35:26
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Food Producers 253.4 17.5 7.5 22.6 283

Devro Share Discussion Threads

Showing 2001 to 2024 of 2875 messages
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DateSubjectAuthorDiscuss
21/8/2009
13:48
Would anybody know why there are so many small 'AT' trades (1, 17, 80, etc)
mrmerkin
21/8/2009
13:11
Silverfleet buys Kalle... Plans to expand Kalle through acquisitions and identified several potential targets http://www.telegraph.co.uk/finance/newsbysector/retailandconsumer/6061745/Silverfleet-Capital-buys-Kalle-for-183m.html
mrmerkin
13/8/2009
22:16
Engineer - that was a trade I placed this morning with my broker. It just got reported late. As I stated in post 1825, I never considered H1N1 to be anything more than media hype, but we've had a good run and I always take most my money off the table for september to november. I'm expecting a serious pullback by Q4 across the board so I intend to be cash rich for December. I will maintain my holding in BP (due to the excellent dividend), but have 30% cash now and only small equity holdings. Funnily enough this is exactly where I sold out nigh on 9 years ago having bought at the same price.. talk about cyclical.
idioterna
10/8/2009
20:52
Just noticed a big sell 85900 to day at 17.04. Looks like one of the institutions is operating out of hours. Why would that be?
engineer66
10/8/2009
20:41
intgom, had quite a few saussages so it must have given the share price a lift this morning. I had a look at the annual report for 2008. The problem comes from a big actuarial loss on the DB scheme assets, in fact the value of these assets fell by 21.6% which would be in line with the fall in the market. This year the market has bottomed out this year so probably wont reoccur. As far as I see they have taken the full 18,067k actuarial loss on to their the statment of recognised income and expense (sorie), where as they could have adopted a corridor approach and taken to the income statment. What is also on the sorie is a 24,436 exchange rate gain which largely off sets the actuarial loss, so the net income recognised in equity is a lot higher than the profit for the year. So on the whole the pension deficit does not bother me a lot. Among the principal risks I think it is loss of market share / profits due to increase competition and raw materials that concern me most, although not unduely. I wonder if it really was it Devro casings with my weekend sausages.
engineer66
08/8/2009
10:13
Engineer66, re pension deficit, I see the recent increase as a worrying trend, especially when compared to operating profit. Also, mustn't forget that it was the pension arrangements that stopped Magnier paying 150p for this a few years back. That said, the recent results showed an upward trend and with the market also going up, there could be a decent profit to be made. Enjoy the barbie :)
intgom
06/8/2009
12:58
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.
engineer66
06/8/2009
11:31
Back to DVO on this thread That 120 is approaching
pmeldrum
05/8/2009
17:23
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.
simon gordon
05/8/2009
16:09
Neeps'n tatties again!
phillis
05/8/2009
11:49
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.
engineer66
04/8/2009
14:05
So David Scwartze(FT) was right three weeks ago when he forcasted a rise on results.
cestnous
04/8/2009
12:03
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!
napoleon 14th
04/8/2009
10:35
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
cockneyrebel
04/8/2009
10:21
Worrying increase in pension deficit - be interesting to hear about their action plan for this at the briefing.
intgom
04/8/2009
10:14
Not such a boring stock, cracking results and more potential with the new production facility opening...holding on.
engineer66
04/8/2009
09:18
Yes - 120p here we come
phillis
04/8/2009
08:56
Breaking out - no real resistance on the chart till 124p CR
cockneyrebel
04/8/2009
07:17
Excellent momentum
phillis
04/8/2009
06:36
looks like they are some way ahead of full year forecasts having done more than half full year estimates in H1 imo. CR
cockneyrebel
29/7/2009
22:54
..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.
idioterna
15/7/2009
05:28
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
felix99
14/7/2009
22:56
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!
napoleon 14th
07/7/2009
11:04
former chairman Pat Barrett passed away at the weekend God Bless
phillis
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