Devro - Live Discussion

LK Hyman 22 Sep 2016

Re: Neptune Investment Management Ltd The buzz,It seems a sensible move by Neptune. Mr Market has been made well aware of the delays in getting the new plants in the USA and China to churn out positive cash flow, which is why the price fell in recent months, so it should be good news from here on in for DVO given that the new kit is clearly working OK. I have no idea how you turn collagen into snorker cases but obviously the highly skilled fleischmeisters at Devro DO know how to install and manipulate the machinery. All that is needed now is for them Chinese top boys to realise that it's well worth paying for Devro's high quality collagen cases rather than using cling film or whatever they use now.LKH at the LK Wash & Valet

The buzz 21 Sep 2016

Neptune Investment Management Ltd Another RNS today - so I chased up recent purchases by Neptune Investment Management Ltd:-21.10 23,453,194 14.05%11.08 21,274,127 12.74%21.07 18,444,117 11.04%10.06 17,167,501 10.28%So that sounds quite a bit of stake building. It might explain why there have been some large transactions - and an apparent bounce back now the forced(?) seller seems to have quit the ring.Neptune Investment Management Ltd have a good knowledge about how DVO is getting on, so presumably one can reasonably conclude that things are going reasonably well otherwise they would not be buying so many shares.The B

The buzz 16 Sep 2016

Large Trades I added some more as the bulk of the trades seemed to be buys,. However I could not understand why the shares still seemed to drift lower. This morning might be part or all of the reason - just seen (08:44) a few large trades go through at 221/221.5p - I presume that they were all sales at this price. In my mind the -2sigma price was around 220p. Perhaps I should be hopeful that things might now stabilise - or is that just wishful thinking? No obvious great rush to buy at the moment - but I am always discouraged by large spreads.The B

Ripley94 07 Sep 2016

Re: brought Topped @ 233

The buzz 01 Sep 2016

Re: Oh Dear I thought that it was going in the right direction - well clear of my latest purchases now. I bought a few more that I did not mention, so I am now fully tanked up! The B

LK Hyman 01 Sep 2016

Re: Oh Dear I think and hope that it's just a short term fluctuation. The company has said that its new plants in the USA and China are going to take longer to start throwing off cash than they had originally anticipated and Mr Market is still in the process of absorbing that information.It must be extremely difficult to bring a new plant in China on stream and I'm prepared to give DVO the benefit of the doubt pro tem while obviously wishing that I had waited a bit longer before jumping on board.LKH on the flybridge

gamesinvestor 01 Sep 2016

Oh Dear This is going in the wrong direction innit!!Is this just a short term fluctuation, or is somat afoot as they say?Games -- fortunately only a couple of shirt buttons on this so far -- not the shirt!!

The buzz 26 Aug 2016

Re: added Just added as well 1.2k and 3k at around 234p. I think that is me more or less fully stocked up for now. Currently 233-234p - allowing for the divi is about as low as I bought before. Curiously lloads of AT trades were triggered by my 1,2k purchase, but nothing after the 3k purchase - perhaps the programs did not know what to make of it?The B

gamesinvestor 25 Aug 2016

Held up After going Ex-Div -- is this a sign it will rise from here?Games --- give me a sign !!!

gamesinvestor 24 Aug 2016

RIT LK - I trust you have seen this :-[link]

gamesinvestor 24 Aug 2016

added doubled up -- I'll take the divi and hope for the best, considering the directors have all had a few.Games

gamesinvestor 23 Aug 2016

Oohps But early on this one then. Done up like sausage!Games

gamesinvestor 22 Aug 2016

An article You might want to read it, it makes mention of two competitors :-[link]

gamesinvestor 22 Aug 2016

In Well I suppose sometimes you have to take a punt.Games -- let's hope I don't get skinned on this one lol!!