Devro Share Discussion Threads

[xandeebee] 31/1/2012 13:44

Devro currently testing the 200 day MA.

[philanderer] 31/1/2012 13:43

Yep, I sold out a bit early there :-S

"Investment Week"

Nor do I have any doubt, in an uncertain world, that overall GDP growth in emerging markets will be fine.....

..That leads the canny investor to the likes of Devro (collagen sausage skins) and HSBC.

[shuisky] 30/1/2012 18:53

Nice update from Cranswick today with lots of positive noise about the attractions of pork as a cheaper protein alternative in a weak economy

[philanderer] 30/1/2012 16:59

Yep, more or less tracked the FTSE100 over the last 6 months.

Prelims due in 3 weeks.

[xandeebee] 30/1/2012 14:59

But still the share price barely moves.

[philanderer] 30/1/2012 12:16

TMF ' This Month's 10 Top Share Ideas'

Number 7.

Devro

...G A Chester unearthed sausage-skin specialist Devro (LSE: DVRO) as a popular mid-cap pick among eight top professional funds. The City experts apparently liked the group's "defensive qualities, the simplicity of its business and its cash generation". At 260p, the dividend was also attractive to the fund managers, and a "kicker for growth" could be exposure to emerging markets. "A fairly low-risk opportunity for long-term growth and income" was G A's conclusion.

[philanderer] 23/1/2012 11:25

Looking good chartwise. Hopfefully pushing on to that 276p previous spike ?

[philanderer] 18/1/2012 12:51

Better volume today 160k traded so far.

[philanderer] 17/1/2012 11:35

'New Skills Ambassadors Network Launched in Scotland'

Companies pledging their support to the network include major employers in Scotland and recognised brands such as Coca-Cola Enterprises, Dean's of Huntly, Devro, Macphie of Glenbervie, Tunnock's and Uin Foods.

[philanderer] 12/1/2012 19:43

Added a few more on another quiet day.

[philanderer] 03/1/2012 08:54

2012 share tips

January 03, 2012

Ian Bolton, of James Sharp & Co, sticks with sausage skins maker Devro, his choice for 2011 which achieved a rise of 1.5 per cent.

"Last year was one of consolidation for Devro," he said.

"Through cashflow the company has indicated an expenditure of £45m to enhance production efficiencies and provide additional capacity.

"Sales volumes have shown strong growth and pricing has been beneficial for the company."

[phillis] 21/12/2011 16:16

what's good for the neeps is ok with the tatties

[philanderer] 20/12/2011 08:37

Motley Fool..

"... One I like and have been considering for some time is collagen maker Devro (LSE: DVO). The collagen Devro produces is used to make sausage casings and for other food and medical uses, but it's sausages that are the main focus. Traditionally, sausage casings are made from sheep gut, but as incomes in Asia and Latin America have grown, demand for higher protein foods like sausage have increased, too. Sheep production simply hasn't kept pace with the demand for gut, making its cost prohibitive. With emerging market incomes still well below those in the developed world, I expect this will remain a growth opportunity at Devro for years to come."

[philanderer] 13/12/2011 15:50

Nice to see :-)

13 December 2011

Steve Hannam, Chairman and a Director of the Company, has today purchased 61,722 shares of 10p each in the capital of Devro ("Shares"), jointly with his wife Jean Hannam, at a price of 257.87 pence per Share.

[philanderer] 12/12/2011 11:38

Many thanks xandeebee

[xandeebee] 12/12/2011 10:06

This caught my eye this morning - Viscofan; a 'Spanish spin off of Devro. Same product exploiting same markets.

I (personally) don't feel compelled to gain any additional exposure to equities at present but thought a few on this board may enjoy the article.

XB

[philanderer] 09/12/2011 12:55

Afternoon EI, he`s always worth listening to :-)

[essentialinvestor] 09/12/2011 11:04

Terry Smith tells it like it is phil.

[philanderer] 09/12/2011 09:03

Added a few DVO this morning.

Best I`ve heard...... Cameron has refused to get on the Titanic before it sets sail :-)

[philanderer] 08/12/2011 17:09

Shareprice holding up well today.

Market just waiting on this EU summit for some positive news.

[gorvachof] 08/12/2011 12:50

LOL Volvo.

Sorry about that people. It would seem the chap doesnt have a sense of humour.

[xandeebee] 08/12/2011 00:34

I'm in this for the long term - no hurry on my end :)

[gorvachof] 08/12/2011 00:06

A pleasure Phil, no problem.

xandeebee, going by PPs words from the OU link. The main drive in China has not yet started and any real impact on the books is yet to come.