Devro PLC

Devro is a manufacturers of collagen products for the food industry. Co.'s collagen casings are used to manufacture a variety of sausages. Co. sells collagen products directly to food manufacturers and, in some markets, local distributors. Co. has three operating segments: Americas, which includes North America and Latin America; Asia-Pacific, which includes Australia, New Zealand, Japan, China and the rest of South East Asia; and Europe, which includes Continental Europe, U.K., Ireland and Africa.
  • TickerDVO
  • ISINGB0002670437
  • ExchangeLondon Stock Exchange
  • SectorFood Producers
  • CountryUnited Kingdom

Analysts

1 director bought

A director at Devro bought 15,000 shares at 161p and the significance rating of the trade was 60/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board members alo...

DEVRO PLC. reduced its risk exposure resulting in an upgrade to Positive

DEVRO PLC. (GB), a company active in the Food Products industry, reduced its market risk and raised its general evaluation. The independent financial analyst theScreener awarded an improved star rating to the company, which now shows 3 out of 4 possible stars; its market behaviour has improved and can be considered as defensive. theScreener believes that this new assessment merits an overall rating upgrade to Positive. As of the analysis date May 31, 2019, the closing price was GBp 217.00 and its potential was estimated at GBp 231.32.

Dave Nicoski ...
  • Ross LaDuke

Int'l Insights: Developed Markets Leadership Chart Book

Europe in focus The U.S. dollar continues to grind marginally higher, and EM equities have suffered as a result. Meanwhile, RS for the MSCI EAFE index is bottoming when compared to the MSCI EM index, largely due to outperformance in Europe. With developed int'l markets beginning to outperform emerging markets, we recommend adding exposure to the developed int'l space. Below we highlight attractive and actionable themes within developed int'l: • Europe & Japan: Though this is an all-encompassing bottoms-up chart book for developed ex-U.S., make no mistake, the vast majority of today's buy rec...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Opportunities in Europe, Japan As markets pull back amid the tariff saga we continue to believe this is an attractive time to add exposure. This view is supported by the technicals with all major global indexes (MSCI ACWI, ACWI ex-U.S., EAFE, and EM) pulling back to their respective 200-day moving averages... see charts below. • Actionable Sectors: Services and Consumer Staples in Europe and Japan. We often view the Services Sector as a defensive way to invest in Technology. We also highlight several Consumer Staples stocks within Europe (the STOXX 600 Food & Beverage index remains leadersh...

MarketLine Department

Cranswick plc - Strategy, SWOT and Corporate Finance Report

Cranswick plc - Strategy, SWOT and Corporate Finance Report Summary Cranswick plc - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Cranswickplc (Cranswick) manufactures and supplies food products. The company’s product portfolio comprises fresh pork, gourmet sausages, handmade pastry, artisan pastry products, cooked meats, traditional dry cured bacon and contine...

Returning to growth

Having completed its capital investment projects, Devro's manufacturing footprint is now aligned to customer demand and should allow growth in more profitable areas as management purposefully moves away from the oversupplied low-price segment. The transition was complex and there is still more work to do, especially in Latin America. Devro has now commenced a new programme, Devro 100, to accelerate sales and profit growth in order to make the most of the new capacity.

QuickView: Getting ready

Devro’s transformation programme is almost complete and by the end of 2016 it will have an upgraded and more efficient production footprint. Once the group is operating at lower cost and with a product portfolio better aligned with market opportunities, there is the potential for material savings and further revenue growth in the medium term. While 2016 is likely to be another year of transition, we would expect PBT to make progress, and we believe the restructuring and reinvestment will start to contribute more materially to the bottom line.

QuickView: Transformation underway

Devro’s transformation programme is under way, with the aim of better aligning its production footprint with demand in the market, and to upgrade its production technology to improve manufacturing efficiency. Once this is complete, the group will finally be operating at lower cost and with far fewer capacity constraints, thus presenting material savings, and with the potential for building further revenue growth in the medium term. While 2015 is likely to be another year of transition with broadly flat revenues, we would expect earnings to make progress, and we believe the transformation story...

1 director bought

A director at Devro bought 15,000 shares at 161p and the significance rating of the trade was 60/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board members alo...

DEVRO PLC. reduced its risk exposure resulting in an upgrade to Positive

DEVRO PLC. (GB), a company active in the Food Products industry, reduced its market risk and raised its general evaluation. The independent financial analyst theScreener awarded an improved star rating to the company, which now shows 3 out of 4 possible stars; its market behaviour has improved and can be considered as defensive. theScreener believes that this new assessment merits an overall rating upgrade to Positive. As of the analysis date May 31, 2019, the closing price was GBp 217.00 and its potential was estimated at GBp 231.32.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

MarketLine Department

Cranswick plc - Strategy, SWOT and Corporate Finance Report

Cranswick plc - Strategy, SWOT and Corporate Finance Report Summary Cranswick plc - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Cranswickplc (Cranswick) manufactures and supplies food products. The company’s product portfolio comprises fresh pork, gourmet sausages, handmade pastry, artisan pastry products, cooked meats, traditional dry cured bacon and contine...

Dave Nicoski ...
  • Ross LaDuke

Int'l Insights: Developed Markets Leadership Chart Book

Europe in focus The U.S. dollar continues to grind marginally higher, and EM equities have suffered as a result. Meanwhile, RS for the MSCI EAFE index is bottoming when compared to the MSCI EM index, largely due to outperformance in Europe. With developed int'l markets beginning to outperform emerging markets, we recommend adding exposure to the developed int'l space. Below we highlight attractive and actionable themes within developed int'l: • Europe & Japan: Though this is an all-encompassing bottoms-up chart book for developed ex-U.S., make no mistake, the vast majority of today's buy rec...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Opportunities in Europe, Japan As markets pull back amid the tariff saga we continue to believe this is an attractive time to add exposure. This view is supported by the technicals with all major global indexes (MSCI ACWI, ACWI ex-U.S., EAFE, and EM) pulling back to their respective 200-day moving averages... see charts below. • Actionable Sectors: Services and Consumer Staples in Europe and Japan. We often view the Services Sector as a defensive way to invest in Technology. We also highlight several Consumer Staples stocks within Europe (the STOXX 600 Food & Beverage index remains leadersh...

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