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Any justification for this comment? Next scheduled announcement is the results at the end of May. The limited institutional buying has ceased. The last update cited ANOTHER three year recovery plan. This actually seems likely to drift like a dead carp for the next four months, at least.
Thanks. I only have one hand, with just two functioning fingers, so an app is not good for me. I use a laptop
...now owned by ABDN, has changed its software and is a shambles. Can anyone recommend an alternative please?
Hi clairesmith
Couple of errors in your argument, I think. The change of monarch does NOT impact note production volumes. Currency is simply taken out of circulation and replaced in the same way, and at the same rate. Also CRS is in rundown, so is unlikely to increase its holding. Also the CRS constitution does NOT allow them to takeover DLAR. They actually want the company broken up, and the printing and security arms sold separately. The latter is where the value is. I must agree this seems cheap, if the turnaround plan ever impacts!
...now holding 4+%.
...in FT as a possible takeover by US private equity.
Thank you for your long and fluent response. However you seem to have no real knowledge or understanding of CRS or DLAR. Thanks again though.
...holding now below 3%, so no longer notifiable. Possibly clearing?
...closes with "Crystal Amber believes that considerable strategic value remains at De La Rue and that in order to protect and maximise shareholder value, it must seek to participate in industry consolidation without delay." ie they need to be taken over OR launch a takeover bid themselves. That would necessitate a rights issue.
...tomorrow 1400. Only motion is to replace CEO.
Seems unlikely. The business is due to be split in two next year.
Numis cuts De La Rue to 'add' from 'buy' - target to 110 from 130.
Agreed. Warning was in the response to CRS motion, which gave 2028 as the return to profit date.
Remember, takeover rejected at 200p not long back .Norge Bank also aboard. Aviation sector has largely recovered, except here .
...due Wednesday.
...as a "Buy" in Times.
"Buy" from Goldman Sachs, target of 255.
...due 23 Nov.
FWIW I think you have bought well. The last update perhaps marks the end of the beginning, and a turn may be at hand. There is now management concern for investors and the share price. PER = 9.7, o pretty decent. New management in. Give it three years.
...rumours in Mail and Grauniad.