Goodwin Share Discussion Threads

[arregius] 23/4/2024 08:02

Exited about whats to comehttps://x.com/arregius/status/1782665985750618564?s=61&t=wGr6gsbAdGULPaTyLF_gEA

[arregius] 20/4/2024 06:35

Added some yesterday

[arregius] 19/4/2024 13:09

Quite some interest here lately

[cockerhoop] 18/4/2024 08:19

Vespel SP-21 (with 15% graphite) is priced at around 5000 USD per kilo.

I used a 12.7cm x 12.7cm x 0.8cm sheet which weighs around 200 grams and is sold for 1150 USD at Boedeker.

So plenty of potential to undercut on price and still achieve great margins.

[cockerhoop] 18/4/2024 08:12

Vespel SP-21 (with 15% graphite) is more expensive at around 6000 USD for a 1.25x 38 inch rod.

Gdwn appear to offer 3 formulations GO01, GO21 (15% graphite) & GO22 (40% graphite) which match up against Dupont Vespel products SP-1, SP-21 (15% graphite), SP-22 (40% graphite).

[cockerhoop] 18/4/2024 07:57

Same 9x1 inch rod is 850USD at BOEDEKER Plastics so half price on ebay.

[cockerhoop] 18/4/2024 07:50

Even Vespel offcuts go for decent money on ebay (9 x 1 inch rod) for 400USD.

[arregius] 18/4/2024 07:44

Very nice little run lately.Will indeed be interesting to learn more about pricing and margins from ducoya but i am expecting them to be really healthy

[gdjs100] 17/4/2024 21:58

Thanks, my mistake - Vespel is the significantly more expensive product I was thinking of.

[cockerhoop] 17/4/2024 21:19

PEEK sold for around £85/kg according to Victrex accounts, my understanding is Ducoya will be sold at a large multiple to that.

[gdjs100] 17/4/2024 12:07

I was under the impression that it was priced considerably cheaper than PEEK (at least initially to gain market share).

[c3479z] 17/4/2024 11:46

see polyimide resin outcompetes wonder material PEEK in some applications,
wonder how it compares on price?
share trending ahead
directors are buying additional small amounts for the next generation and spouses.

[arregius] 09/4/2024 08:31

New duvelco website is awesome

[arregius] 31/3/2024 10:03

Yes, indeed

[felix99] 28/3/2024 16:41

wowsa - directors bought nearly £500k of stock and they own over 50% as it is ? ?

Must be confident that new product is launching ok . that was my only reservation if it didnt move as quick a shareholders might hope - but if that was case they would wait to buy surely ?

[arregius] 27/3/2024 11:19

https://www.duvelco.com/We have a website finally.

[arregius] 22/3/2024 08:53

I dont know, but i hope stays here until i get the dividend back into the business

[garbetklb] 19/3/2024 14:05

I wonder who is selling - and why?

[skanjete2] 15/3/2024 07:00

These young guys way of reporting is really annoying.
They keep talking about the 10 birds in the sky instead of focussing on the bird in het hand...

Their communication about Easat over the last few years is almost laughable.

[cockerhoop] 27/2/2024 18:19

Trading Update - mid March.

[cfro] 27/2/2024 17:45

It's pretty obvious now that defense spending will be, and is being, increased not just here in the UK but all the NATO member countries where it is now a priority for all to get up to the minimum requirement of 2% of GDP..

With two major wars going on it is no wonder. We've had no updates on EASAT since Dec and full-year results are not until August. We may of course get a trading update before then that may tell us more on how the EASAT order is progressing but one would think that, or hope, that they must be closer, given all the above, to signing this multi-million pound order..

[arregius] 07/2/2024 07:43

https://x.com/arregius/status/1755134972640321817?s=61&t=wGr6gsbAdGULPaTyLF_gEA

[kneecaps2] 02/2/2024 11:47

I doubt it, there has been strong buying all week as investors begin to realize what a great company Goodwin is.

[coolen] 02/2/2024 11:21

Commenced with an uncrossing in the 8 am auction in a massive 5,000 shares. Wonder if that was a "fat thumb" that has left the market makers short ?