Updates

De La Rue

September 2021

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

Having been down in the dumps, the shares bounced after De La Rue’s AGM confirmed expectations remain unchanged, with the full £36m cost savings kicking in this year.In Currency, it continues to experience strong demand with the program to double its higher margin polymer substrate capacity on track.Within Authentication, both Government Revenue Solutions (GRS) and Brand protection are on track to meet expectations with GRS securing a further multi-year award since results in May, while the contract pipeline is strong.Highlighted at 148p last December, I am a buyer. ...

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De La Rue - New guidance well ahead of forecasts (March 2021)

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With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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