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 +2.92% 176.40p 176.20p 178.60p 176.40p 176.40p 176.40p 21,917 14:05:43
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Food Producers 253.4 17.5 7.5 23.5 294

Devro Share Discussion Threads

Showing 2376 to 2399 of 2875 messages
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DateSubjectAuthorDiscuss
11/11/2011
15:43
Interesting analysis of Devro. http://www.valuhunteruk.com/stock-ideas/devro-plc-londvo/
gorvachof
10/11/2011
23:58
Questor share tip: Devro's business is sizzling Sausage skin manufacturer Devro posted a reassuring trading update this week. It said that sales growth was "strong" and it expected to meet full-year expectations. 10 Nov 2011 Devro 259p +6.8 Questor says BUY http://www.telegraph.co.uk/finance/markets/questor/8879663/Questor-share-tip-Devros-business-is-sizzling.html
philanderer
08/11/2011
13:57
and a good one too good sales growth
phillis
28/10/2011
08:38
Just had a reply. They plan IMS for 8th November
gorvachof
24/10/2011
10:32
OK thanks Baglady I'll keep an eye on that. WW
wilsywoo
21/10/2011
14:58
wilsywoo - sharescope has the DVO interim management statement down as Mon 31st Oct. but it's a 'still to be confirmed' date.
baglady
20/10/2011
12:53
Does anyone know if the interim management statement is out tomorrow? I've checked DVO website but they don't seem to keep it very up to date.
wilsywoo
16/10/2011
14:29
Certainly nothing personal to DVO, just European/US economic woes, in the event of financial meltdown nothing would be spared. However the chart did look due to put on the breaks imo, makes sense too, with the recent increase in capital spending the market is possibly focused on seeing how this is helping to sustain/capture growth. Could just be a better oportunity to buy for the long term hold, with a bet on their niche market and trends continuing to grow across those developing and emerging markets.
gorvachof
06/10/2011
08:34
None whatsoever. They sell skins for pork sausages. The economy can do what it wants. People won't stop eating sausages.
shuisky
28/9/2011
15:25
anything to justify todays drop anywhere?
scrapman
20/9/2011
07:25
Thanks. I've got access to Peel Hunt research but can't find that sell note or any google reference to it. Its strange. There is no reference to it here either... http://sharedealing.nandp.co.uk/broker-views/DVO/Devro Totally agree with you on the state of the markets. I guess as an investor all you can do is try and stay rational. I understand why cyclicals will get sold off in a slowing economy but Devro's fundamentals look solid. They did pretty well in 08-09. Sausages and pork are seen as a 'cheap' meat option and sales are soaring in places like China.
shuisky
19/9/2011
21:31
Gorvachof, Do you have a link to the sell rec? I've taken a look and have Peel Hunt as a 'hold', 3 others with a buy and one with an add. I noted the Smithfield results.They are a different co to Devro. They are a pork producer and processor. Feed costs are rising and pork prices falling so margins hit. They also said that China exports were strong. However, lower pork prices should be good for Devro because volumes for their sausage casings will pick up. Raw material costs could be an issue but they seem to have managed them well and energy costs have stabilised. Strong China demand is an obvious plus. I confess I was puzzled as to why Devro got sold off after the Smithfield results, their profit drivers are not the same
shuisky
16/9/2011
15:50
Shuisky It would seem Devro were brought down by US peer Smithfield Foods results, although fairly solid they were not well recieved. Another possibility UK Pig producers are reporting challenging market conditions. http://www.fwi.co.uk/Articles/30/08/2011/128660/More-price-falls-add-pressure-to-pig-margins.htm Peel hunt issued a sell note on the 9th, probably didnt help matters either?
gorvachof
08/9/2011
19:47
What is going on here? Please dont tell me its this... http://www.investorschronicle.co.uk/Companies/ByEvent/Results/Analysis/article/20110906/07670036-d89b-11e0-8966-00144f2af8e8/McBride-continues-cleanup.jsp 'Ongoing raw material inflation and competition from branded rivals meant underlying operating profits slumped 42 per cent from £50m to £29m, and Mr Bull said Devro is exiting unprofitable contracts that dragged the operating margin down from 6.2 per cent in 2010 to 3.6 per cent last year. That was despite good growth in central and eastern Europe, where sales climbed 18 per cent to £139m, thanks to higher volumes and the acquisition of personal care group, Dermacol. Broker Investec savagely cut its current year underlying pre-tax profit estimates a few months ago from £30m to £23m and is maintaining these estimates, which would give flat adjusted EPS of 9.4p.' Coz this is a TYPO ERROR by the investors chronicle. The company in question is mcbride not devro!!!
shuisky
18/8/2011
16:30
Who is selling this? They make sausage skins and the growth drivers are secular NOT cyclical, moreover their margins expand when commodity costs fall!
shuisky
09/8/2011
17:36
what's not to like about this stock? Competent management Growth market good products attractive p/E nice yield
phillis
06/8/2011
00:10
Recovered well today. Agree Xand 300p easily achievable if/when this uncertainly calms.
gorvachof
02/8/2011
12:15
Decent set of results - back to that 300p level please.
xandeebee
02/8/2011
11:01
Indeed Growing markest/price aand mix improvements/capacity increases Virtuous circle - for now!
phillis
01/8/2011
22:26
Fellows.....Results tomorrow. On the sideline at this moment, was one of my more timely trades :). Although to be honest not in much at present!!! Goodluck, My eyes will certainly be peeled. Phillis Quiet board - Fantastic
gorvachof
19/7/2011
20:24
and hoping to see £3 after the results Can't understand why there is no interest in this stock - still we don't have the nutters either Thankful for small mercies
phillis
21/6/2011
12:24
starting to look excellent value again
phillis
10/5/2011
17:52
I'm not one for charts.. Reckon in the most part they're a bit of a waste of time! However, DVO does currently seem fairly obedient: free stock charts from www.advfn.com The upward trend is piling on the pressure @ 300p. It would seem logical (at least from a TA approach) that 317 could be the next point of resistance if we see a breakout tomorrow(?) Sausages on the menu this evening. Sterling on the table tomorrow? :) Best, XB
xandeebee
06/5/2011
15:00
Excellent!
xandeebee
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