Devro Share Discussion Threads

[icf absolute] 05/3/2011 19:24

and the best thing about it is that its not followed by any PI looking at how quiet this board is

[nellie1973] 04/3/2011 17:06

Looking good here, obvious value and proven earnings. 300p will be broken soon. Momentum and volume is with us!

[xandeebee] 01/3/2011 18:12

Interesting press today on rising grocery sales linked to consumers 'cherry picking' better deals in order to keep within diminishing household budgets. This can only mean a downgrade in the type of meats consumers choose in my opinion.

[icf absolute] 27/2/2011 00:37

compound annual real return of +10% most likely. great business, no debt and very resilient to the wider economic climate. Just hope they can maintain their >10% operating margins over the cycle

12x 2012 on this balance sheet and EM growth dynamic is very attractive imo

[connor23] 25/2/2011 21:37

What sort of targets to holders have here? I see the IC state that the PE of 13 is too low for the sort of groth DVO promises, so with forecast EPS of 19-19.5p next year, what multiple should be applied? My target is around £3 for the short term if we can get through that recent high (I have some tucked away in the SIPP for a longer term hold), but just wondered what others are expecting?

[minicooper8] 25/2/2011 19:48

According to the RNS it was a sale not a buy!

[tigerfedor] 25/2/2011 17:51

another director buy, £35000

[melody9999] 24/2/2011 23:20

always amazes me that companies cannot get simple RNS info right. still if it means they are more focused on generating profits, then I'm not complaining! When the general market improves, we should see new highs.

[tigerfedor] 24/2/2011 17:53

another bloody director buy! lol, held up well in the melee too

[tigerfedor] 23/2/2011 09:21

excuse your french, but yea, small retrace today, its alll goooooood

[gorvachof] 22/2/2011 20:24

A couple more internal buys today,

Director name: Mr Steve Hannam
Amount purchased: 16,616 @ 240.00p
Value: £39,878

Director name: Mr Paul Neep
Amount purchased: 6,070 @ 241.00
Value: £14,629

[jonnyp2004] 22/2/2011 16:03

Yay! back to my entry point awhile back! at £2.58, love sausages and liking the story here!

[melody9999] 22/2/2011 13:07

so we cleared out the 240 seller in fairly short order this morning then !

[tigerfedor] 22/2/2011 07:22

£12500 is pretty substantial, these guys are not millionaires

[tigerfedor] 22/2/2011 07:22

£12500 is pretty substantial, these guys are not millionaires

[tigerfedor] 22/2/2011 07:22

£12500 is pretty substantial, these guys are not millionaires

[tigerfedor] 22/2/2011 07:22

£12500 is pretty substantial, these guys are not millionaires

[ivancampo] 21/2/2011 17:21

Director buy just announced......only 5k but adds to the story.

[felix99] 21/2/2011 12:45

been a chunky seller for a while - be glad when they are gone !

[ivancampo] 21/2/2011 12:36

Looks like a chunky seller at 240, plenty of interest to soak this up though, once done should move higher again.

[phillis] 21/2/2011 12:16

read presentation on website

[deandong] 21/2/2011 11:48

what was said?

[phillis] 21/2/2011 11:46

bullish webcast

[gorvachof] 21/2/2011 08:41

Consistant profits & long term steady growth also fine by me....but at the right price.