This week's slot in the Safari portfolio is reserved for the Industrials sector. That sector includes twenty-three industries all related to designing, fabricating and servicing stuff we want and use. The industrials industries range from aerospace and defense to waste management with all the transportation, business services, and equipment required to do that in between.

Today I'm reviewing a business services firm named De La Rue plc Its trading ticker symbol is DELRF.

De La Rue plc is a commercial producer of currency worldwide. The company operates through three segments: Currency, Identity Solutions, and Product Authentication and Traceability.

The company is also involved in trading and insurance activities. It serves governments, central banks, and commercial organizations. De La Rue plc was founded in 1813 and is headquartered in Basingstoke, the United Kingdom.

I use three primary keys to measure dividend equities or funds like De La Rue plc : 

(1) Price

(2) Dividends

(3) Returns

Besides those three main keys I'll use four more to finally unlock an equity or fund in which to invest. These first three keys best test whether the company has made, is making, and will continue to make money.

DELRF Price

De La Rue's price at yesterday's market close was $8.75 per share. The company shows long term positive price momentum. A year ago its price was $7.11. So it's a gained  $1.64 per share in the past year.  Can DELRF do as well in the coming year?  If it does, its price will increase from $8.75 to $10.39 per share, or about 18.7%.

DELRF Dividends

De La Rue plc.'s most recent semi-annually paid dividend was $0.1111 declared in November 2017, and paid January 3.  

The company has paid semi-annual dividends since January 2011.

The consensus forward looking annual dividend for 2018 is $0.33 to be declared semi-annually at about $0.22 in May, and $0.11 in November.

The yield from a $0.33 annual dividend at yesterday's $8.75 price is 3.77%

Are Gains Ahead For DELRF?

Adding the $0.33 dividend  to the $1.64 estimated price gain (to repeat last year's) shows a potential $1.97 gross gain.  

But there are costs for the De La Rue plc shares at purchase and at sale. A  $1,000.00 invested as of yesterday's $8.75 closing price would get us 114 shares. 

Those 114 shares will be hit with a broker fee of $5 at purchase and another $5 at sale (for a total of $10 to get any gains). Each share therefore has a brokerage cost of about $0.0877

Subtracting that $0.0877 brokerage cost from the estimated $1.97 gross gain gives a net gain to 2019 of $1.8823 X 114 shares = $214.58 or about a 21.6% net gain on our $997.50 investment.

Therefore, De La Rue plc, shows a possible 21.6% gain by my simple year over year calculation with a 3.77% dividend, baked-in. No analysts cover this stock. However the long-term price chart since they stated paying dividends is  down. And indeed this technology may someday be replaced by cryptocurrencies.

These forward looking numbers are conjecture based on past year performance. The actual results remain to be seen.  They could turn out to move lower. More study is required for you to determine if De La Rue plc is worth your time and money.