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Bank of England squeeze supply of 5's in desperate attempt to hold down inflation numbers (DLAR)     

tobyboy - 26 Jun 2007 11:33

dlar print the stuff,they should know

tobyboy - 26 Jun 2007 11:39 - 2 of 99

Chart.aspx?Provider=EODIntra&Code=DLAR&S

i still think de la rue is a buy after a reaction, as they have got to start reprinting new rags sometime.

the anti inflationery rationale is if you want to spend a fiver, you are less likely to break your tener. so you don't spend, aka less consumer fuelled inflationary pressure.

Quark - 26 Jun 2007 18:51 - 3 of 99

And you all thought economics was complicated lol

midknight - 08 Nov 2011 11:30 - 4 of 99

The Times: Buy

Main points:

DLAR recovering from previous Oberthur failed takeover bid and a past scandal.

Its French competitor Oberthur is highly tipped to make another offer in December.

Recently hired James Hussey, a former DLAR CEO.

Investec recently became joint broker. to the company alongside JP Morgan Cazenove.

Significant improvement in SP within the first quarter under Tim Cobbold, present CEO.

Shares now trading at over 20 times next years forecast profits.



This De La Rue thread is perhaps better than the others, as
it has a chart, though the title is far too long and out of date.

midknight - 09 Nov 2011 15:34 - 5 of 99

DLAR marching on. Lots of things in its favour
in these difficult times, I think!

midknight - 21 Nov 2011 11:18 - 6 of 99

UBS lifts target from 840p to 950p. Says a new
bid per share could be worth around 12.

http://www.telegraph.co.uk/finance/markets
/marketreport/8900456/Talk-of-a-second-Oberthur-tilt-fails-to-lift-De-La-Rue.html

mnamreh - 21 Nov 2011 11:29 - 7 of 99

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Fred1new - 21 Nov 2011 12:07 - 8 of 99

8-(

midknight - 21 Nov 2011 16:13 - 9 of 99

Interims tomorrow.

mnamreh - 21 Nov 2011 16:30 - 10 of 99

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mnamreh - 22 Nov 2011 08:43 - 11 of 99

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midknight - 22 Nov 2011 11:41 - 12 of 99

Panmure Gordon: DLAR upgraded from sell to hold. TP 881p

Their TP looks conservative!

mnamreh - 22 Nov 2011 11:45 - 13 of 99

.

midknight - 22 Nov 2011 11:54 - 14 of 99

SP looks reasonable for divi seekers:

An interim dividend of 14.1p has been declared
for the half year ended 24 September 2011 (2010/11: 14.1p).
This will be payable on 11 January 2012 to shareholders
on the egister on 9 December 2011.

mnamreh - 22 Nov 2011 14:37 - 15 of 99

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midknight - 22 Nov 2011 16:07 - 16 of 99

mnamreh: I imagine that is herman spelt backwards plus m.

More forecasts:

Investec Securities: Hold TP up from 935.00p to 950.00p = Downgrade

Prime Markets: Sell TP 809.00p - Reiteration

From:

http://www.digitallook.com/dlmedia/investing/uk_shares/broker_views

mnamreh - 22 Nov 2011 16:11 - 17 of 99

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mnamreh - 22 Nov 2011 16:36 - 18 of 99

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mnamreh - 23 Nov 2011 09:13 - 19 of 99

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mnamreh - 23 Nov 2011 09:23 - 20 of 99

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skinny - 23 Nov 2011 09:46 - 21 of 99

RSI turning up following an engulfing candle - it would be nice to see some volume.


Chart.aspx?Provider=EODIntra&Code=DLAR&S

mnamreh - 23 Nov 2011 09:58 - 22 of 99

.

skinny - 23 Nov 2011 10:03 - 23 of 99

Yes - its looking good - especially in a gloomy market.

mnamreh - 23 Nov 2011 10:08 - 24 of 99

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midknight - 23 Nov 2011 13:05 - 25 of 99

This article in the Guardian appeared just before results
but it is more informative than last week's Telegraph comment,
SP projections interesting.
Key question: Will Oberthur return? I wouldn't be surprised if they do!

http://www.guardian.co.uk/business/marketforceslive/2011/
nov/18/de-la-rue-bid-talk?newsfeed=true

mnamreh - 23 Nov 2011 13:13 - 26 of 99

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skinny - 23 Nov 2011 13:20 - 27 of 99

Just print drachma, lira, peseta .......

mnamreh - 23 Nov 2011 13:21 - 28 of 99

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skinny - 23 Nov 2011 13:26 - 29 of 99

Take your pick.....

mnamreh - 25 Nov 2011 13:29 - 30 of 99

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mnamreh - 25 Nov 2011 14:09 - 31 of 99

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skinny - 25 Nov 2011 14:13 - 32 of 99

Well done - a quid in 4 weeks cant be bad - especially long atm.

mnamreh - 25 Nov 2011 14:17 - 33 of 99

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mnamreh - 25 Nov 2011 15:16 - 34 of 99

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skinny - 25 Nov 2011 15:18 - 35 of 99

That's a pretty strong candle.

mnamreh - 25 Nov 2011 15:25 - 36 of 99

.

ValueMax - 26 Nov 2011 11:24 - 37 of 99

Snippet of comment about yesterday's rise: Financial Times

midknight - 29 Nov 2011 12:32 - 38 of 99

Citi, as the FTreported, says:
Our proprietary database of De La Rues clients
continues to point towards encouraging near term
growth momentum alongside potentially very large
contract tenders in the years ahead.

An earlier DM article before recent results makes good reading.
The DE LA RUE 7000 sorting machine is interesting:

http://www.thisismoney.co.uk/money/markets/article-2062467/CITY-
FOCUS-Arab-Spring-A-licence-De-La-Rue-print-money.html

midknight - 06 Dec 2011 11:14 - 39 of 99

xd tomorrow, 7 December. Interim divi (14.1p) payable 11.01.12.

mnamreh - 11 Jan 2012 10:45 - 40 of 99

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midknight - 14 Jan 2012 13:44 - 41 of 99

DLAR latest:

http://www.thisismoney.co.uk/money/news/article-2086464/MARKET-REPORT-Takeover-talk-lifts-banknote-printer-De-La-Rue.html?ITO=1490

mnamreh - 17 Jan 2012 12:43 - 42 of 99

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mnamreh - 18 Jan 2012 11:54 - 43 of 99

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midknight - 18 Jan 2012 16:03 - 44 of 99

Mn:and another 8>)

That was this morning. Something brewing. 990 -`1000 shortly
not unrealistic!
The French will be back, I think.
Usually retreats after the divi has been paid. This time it is
advancing.

mnamreh - 18 Jan 2012 16:07 - 45 of 99

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midknight - 18 Jan 2012 16:11 - 46 of 99

960 plus now and rising, even as you wrote that. mn.

midknight - 18 Jan 2012 16:15 - 47 of 99

What's happened to the chart we used to have at the top?
Can someone put it back, please!
I think Harrycat is the expert.

mnamreh - 09 Feb 2012 15:57 - 48 of 99

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midknight - 10 Feb 2012 10:44 - 49 of 99

QE3 effect!?

mnamreh - 10 Feb 2012 10:50 - 50 of 99

.

skinny - 10 Feb 2012 10:53 - 51 of 99

midknight - 10 Feb 2012 11:00 - 52 of 99

Skinny, that'sonly half the story.
How about adding some Euro notes! That
would give the complete picture...

skinny - 10 Feb 2012 11:04 - 53 of 99

How about these!

images?q=tbn:ANd9GcQaCLTEMJ9h1EQ2RO3eu0A

mnamreh - 10 Feb 2012 11:08 - 54 of 99

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skinny - 10 Feb 2012 11:14 - 55 of 99

I found this whilst trawling :-

Euro-1MillionEuros-Fantasy_f.jpgEuro-1MillionEuros-Fantasy_b.jpg

midknight - 10 Feb 2012 11:26 - 56 of 99

I actually have some 1000 Reichsmark notes from the
days of Weimar super-inflation. Really artistic but
probably worth more now than then.

Re Oberthur: If they are serious, they may not relish the
thought of DLAR going well past a tenner...

mnamreh - 10 Feb 2012 11:29 - 57 of 99

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mnamreh - 10 Feb 2012 11:33 - 58 of 99

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mnamreh - 13 Feb 2012 09:57 - 59 of 99

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midknight - 13 Feb 2012 16:02 - 60 of 99

13 Feb: DLAR Panmure Gordon Reiteration: Hold
TP up frpm 881 to 1036.

midknight - 27 Apr 2012 16:14 - 61 of 99

Racing.

mnamreh - 27 Apr 2012 16:18 - 62 of 99

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midknight - 27 Apr 2012 16:23 - 63 of 99

might make it to 1000 today.

mnamreh - 27 Apr 2012 16:29 - 64 of 99

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midknight - 27 Apr 2012 16:32 - 65 of 99

Such a rise on Friday night is unusual. Something brewing.
May get news after market closes.

mnamreh - 30 Apr 2012 07:40 - 66 of 99

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midknight - 30 Apr 2012 16:06 - 67 of 99

see-saw movements today with sp rising at the end of the day again
may mean no one wishes to be caught napping if news comes after hours.
Consensus one year target is 977 which has been reached.

mnamreh - 30 Apr 2012 16:34 - 68 of 99

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midknight - 02 May 2012 09:42 - 69 of 99

Best start to the day for a long, long time.

mnamreh - 02 May 2012 09:48 - 70 of 99

.



midknight - 02 May 2012 10:04 - 71 of 99

Previous attempts at 1000+ have been very short-lived and I
am inclined to agree. Good time to take some profits, whatever happens,
I think.
Preliminaries on 29 May. Usually chunky divi.

mnamreh - 02 May 2012 10:09 - 72 of 99

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skinny - 02 May 2012 10:10 - 73 of 99

Can someone bring me up to date re the dividends please. Even their own site seems to be incomplete? De la Rue.

On edit - I've just discovered from the November interims that an interim dividend of 14.1p was paid on 11th January - not shown on their own website!

midknight - 02 May 2012 10:26 - 74 of 99

Last year:

DIVIDEND AMOUNT 28.20p
TOTAL 42.30p
PERIOD H2 Dividend
XD 06-07-2011
PAYMENT DATE 04-08-2011

skinny - 02 May 2012 10:28 - 75 of 99

Thanks midknight - my edit (73) above, overlapped with your posting.

mnamreh - 03 May 2012 07:51 - 76 of 99

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midknight - 03 May 2012 09:58 - 77 of 99

You may be right.

Pattern evolving over the last five days suggests that.
Falls in the morning.
Sideways until Wall St. opens.
Rises in last hour before close.
Each rise above previous high.

But all that may change suddenly.

So, I sold 20% of my holding around 995 yesterday.

mnamreh - 03 May 2012 10:01 - 78 of 99

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midknight - 04 May 2012 14:45 - 79 of 99

Resilience in a volatile market quite out of character.

mnamreh - 11 May 2012 16:26 - 80 of 99

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midknight - 14 May 2012 11:25 - 81 of 99

Not expecting much movement before prelims on 29th.
As long as it remains above 870 until then should be OK
for a while depending on results.

mnamreh - 14 May 2012 11:34 - 82 of 99

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midknight - 14 May 2012 13:12 - 83 of 99

Drachmatisation should indeed help. Perhaps that is
what is sustaining the relatively high price vis-a-vis
the rest of the volatile market! Even otherwise, the yield
has been consistently attractive for some time now and
one of the best around.

mnamreh - 14 May 2012 13:15 - 84 of 99

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midknight - 14 May 2012 13:18 - 85 of 99

995 now and rising...1000 can't be far away, intraday anyway.

mnamreh - 14 May 2012 13:19 - 86 of 99

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midknight - 14 May 2012 13:20 - 87 of 99

More credit and debt, old boy. That's how.

midknight - 14 May 2012 13:23 - 88 of 99

I think 1000 is on the cards today, perhaps after Wall St opens
or even before..

mnamreh - 14 May 2012 14:39 - 89 of 99

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mnamreh - 14 May 2012 14:47 - 90 of 99

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midknight - 14 May 2012 15:04 - 91 of 99

1022-1025 has been a resistance point previously when
it went past 1000. Tempted tp sell some more. On the other hand...

mnamreh - 14 May 2012 15:11 - 92 of 99

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midknight - 14 May 2012 15:37 - 93 of 99

52-week high and still rising.Hmm...

mnamreh - 14 May 2012 16:36 - 94 of 99

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midknight - 14 May 2012 16:38 - 95 of 99

Positive UT trades a good omen.

mnamreh - 15 May 2012 09:34 - 96 of 99

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midknight - 15 May 2012 09:57 - 97 of 99

Seems to be following previous pattern of retreating
after hitting 1024/25 mentioned yesterday.

Skinny, come on, do us a small favour with the chart,
never mind the sexy banknotes!

skinny - 15 May 2012 11:00 - 98 of 99

midknight - I've asked Ian if he can put a chart in the header - of us mere mortals, only the thread/post originator can edit it.

hlyeo98 - 29 Nov 2012 10:55 - 99 of 99

Did Carney really save Canada?

The truth is, there are three good reasons why Canada was not hit so hard in 2008, and was among the first countries to recover. First, it’s the only one of the G7 countries to have run a budget surplus for the last 14 years. (One reason for which incidentally, is that with the US next door, it spends very little on its military). So it was in a stronger position going into the crisis.

Secondly, Canada is extremely rich in natural resources – oil, gas, metal and grain, the prices of which (except gas) recovered very quickly post-2008.

Third, Canada’s banks were not so geared. Part of the reason for this may lie with Canada’s more risk-averse regulatory system, which Carney oversaw during his time at the Bank of Canada. Others would argue that Canada’s banks were simply too late to the securitisation party, and so were able to dodge a bullet.

Of those three reasons, Carney can only really take any credit for the last. Yet as a result of his slashed interest rates, the banking system may not be such a paragon for much longer. Carney leaves behind him high house prices in both Toronto and Vancouver, where, not unlike London, locals complain that housing has become unaffordable to them. Are they bubbles that are set to burst? We'll see. Carney might be leaving Canada behind just in time. We shall find out.
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