Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Probably right to invest today. Fingers crossed ! AT LEAST THEY ARE STILL PROFITABLE. Don't have any yet !! My last buy into the stock was at 72p. Thinking now 'What can I sell to obtain some funds for this ' Lol.
Man, the p/e at the est profit level is around 4 - so with that in mind just added another £2k.Expecting 120p olus here - we shall see.
Bold decision, share price could go any direction.
DLAR • LON
De La Rue plc
GBX 106.00
29.33%
-44.00 Today
Jan 24, 8:10:45 AM UTC · GBX · LON · Disclaimer
wow , i was thinking of buying last week i am so glad i was busy elsewhere,
i will let it settle for now.
Drop overdone - bought another £2.5k
Full year adjusted profit estimated to be £45-47m, but will be £36-40m. This is a big miss: c10%. Price may take a tumble today.
https://www.londonstockexchange.com/news-article/DLAR/trading-and-turnaround-plan-update/15298317
...hld 9% here, and they are in wind down. They now seem to be ready to do this more leisurely than expected. This suggests a depressed price for rather longer than expected.
Thank you. Very interesting passing comment on DLAR. Crystal Amber hold 9.95% of DLAR and have become forced sellers as the fund is wound up. They are looking to sell at 180 and are being offered 140. This is a big overhang that could take 18 months to clear. Not much progress here in the meantime.
Andy Brough mentions De La Rue #DLAR in the latest PIWORLD interview at 28m39s
Watch the video here: https://www.piworld.co.uk/education-videos/piworld-interview-with-andy-brough-markets-lessons-learned-in-2021/
Or listen to the Podcast here: https://piworld.podbean.com/e/piworld-interview-with-andy-brough-markets-lessons-learned-in-2021/
Volcano
God call brovo
i was right to buy under 150p
Bought some at 139. Let us see if this fall continues and I can add at 135. Target price is 200p and I am sure we will see that next year.
52 Week High 214.00
52 Week High Date 31-Mar-2021
52 Week Low 137.80
52 Week Low Date 26-Nov-2021
Fair price it seems to me.....will start to buy in again if I see the 130's.
Well that would be good news if that was the case...it all seems very over done
A cynic could think Saba trying to drive the price down to exit their shorts
It's pretty crazy considering the price was 1.75 a week ago. A 20% movement downwards considering results weren't overly negative
Remarkably hostile share price movement. The type one often sees whilst stakebuilding is underway
It's well under 150p now! Another day of pain for DLAR holders. Inexplicable.
Dividends are actually mentioned quite clearly: they imply one may be payable in two years. Don't forget they have to pay £150m into the pension fund over the next seven years. Dividends may well be a luxury that is passed over for the foreseeable future.
i will be buying under 150p
...but no market reaction.
Anyway, I am back in this morning. Think the journey to 200 looks quite easy from here. They look undervalued based on fundamentals.
All IMHO
Best
Happy
Results read well, so they must be doing something right. Rewarding shareholders yet. Appears not.
Price is just above 158 support. Perhaps a drop first thing to where the trendline is (157) and then a bounce back.
Good enough that they will meet expectations in spite of the cost headwinds, energy etc and they have offset the passport revenue loss. Hopefully a tick up today.
Ignoring all the guff, the key statements is "... in line with the Board's expectations". Of interest is "...we continue to aim for the Group to be generating positive cash flow capable of supporting sustainable cash dividends to shareholders by the end of the Turnaround Plan in FY 2022/23."
Yet another 'steady as she goes'. We may see a drop in price today, and with a PER of 9 this remains cheap.