dlar print the stuff,they should know

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.

And you all thought economics was complicated lol

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it has a chart, though the title is far too long and out of date.

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

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

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8-(

Interims tomorrow.

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

Their TP looks conservative!

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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.

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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

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