Gooch & Housego Share Discussion Threads

[dudishes] 19/6/2025 13:27:39

Belay my last, remained long psn, no divvy for me.

[dudishes] 16/6/2025 14:09:04

Cheers Waldron.

As you know, a rare event for me but I will qualify for the divi, so long as I

continue to hold!

[waldron] 14/6/2025 08:52:15

Dividends

An interim dividend of 4.9p per share (2024: 4.9p) has been declared. This dividend will be payable to shareholders on the register as at 20 June 2025 on 25 July 2025.

AYE

No spending it all too quickly

heres to a pleasant weekend

[wad collector] 14/6/2025 08:35:25

So Xd 4.9p this week.

[waldron] 13/6/2025 12:02:57

interim results extract


Dividends

An interim dividend of 4.9p per share (2024: 4.9p) has been declared. This dividend will be payable to shareholders on the register as at 20 June 2025 on 25 July 2025. The Board intends to review its dividend policy in the second half of the financial year, in order to assess whether some element of the dividend if reinvested in the business, may generate a better return for our shareholders.


Prospects and outlook

The strong performance achieved in the first half of the year, against a challenging macroeconomic background, is a testament to the positive progress the Group is making with the deployment of our new strategy and the resilience and depth of experience across our leadership team in navigating complex market dynamics. With our growing order book, strengthening market positions and differentiated photonics expertise aligned to structural growth drivers from megatrends, we remain confident in our ability to deliver further progress on our journey to mid-teens returns over the medium term and generate value for all our stakeholders.

Following the implementation of changing global trading policies from the new US administration and the consequent retaliatory measures from China and other nations we are seeing near-term uncertainty increase, especially in our Industrial, semiconductor and Life Sciences markets. This has resulted in reduced demand levels from our industrial market persisting longer than we expected and delays with infrastructure, semiconductor and Life Sciences projects, including increased regulatory approved lead times However, we are well positioned to benefit from recovering demand levels in these markets.

In our A&D business we are seeing strong demand, especially for our optical systems, advanced coatings, ring laser gyros, armour vehicle periscope and our imaging solutions for air, sea and land equipment.

The overhaul and turnaround of the Group's A&D business unit supported by operational improvements, the refocusing of our R&D resources and complementary 'speed to value' acquisitions have positioned us well to meet increased demand from existing customers, capture new business opportunities and become a full optical systems solutions provider for prime defence contractors in the US, Europe and RoW. At the same time the integration of Phoenix is proceeding to plan and we are seeing significant commercial synergy opportunities arising from our combined value proposition.

Global Photonics will be a strong strategic and operational fit for G&H, bringing deep application expertise, strong relationships with U.S. defence primes and complementary manufacturing capabilities to our growing Optical Systems division. This acquisition accelerates our plan to become the partner of choice for high-precision optical systems in both the UK and the U.S. and opens exciting new growth channels in North America. The establishment of a full optical systems engineering and manufacturing capability in the U.S. for the Aerospace & Defence market mirrors our successful strategy for the U.S. healthcare sector with the recent opening of our G&H Innovation Hub for Life Sciences in Rochester NY.

Our order book remains at a healthy and growing level and we have over 95% cover needed to support expected FY2025 revenue. At the same time, we have entered a period of unprecedented global macroeconomic uncertainty and fluidity which has increased near-term risk. The Group is proactively managing this increased complexity and uncertainty in the global supply chain since the imposition of the new and constantly changing US tariff regime and the associated counter measures from other countries. G&H is also involved in advanced hi-tech development and production programmes some of which are dependent upon inputs from our customers, regulators and suppliers in order to progress to their expected timescales. Nevertheless, our expectations for FY2025 are unchanged and the Group has strong prospects for further profitable growth in the coming years. We expect to achieve mid-teens return on sales by 2028.

[dudishes] 13/6/2025 11:14:18

Tks Waldron for info. Reached 52wk high this am.

US price escalation being passed onto customers - effect unknown.

Dividend review 2nd half (reduction implied) imo.

Recent addition to share price "Hotstocks" list, target 600.

Report HS dated 20 May, price was around the 465 mark.

cheers

[johnrxx99] 10/6/2025 02:51:42

So Wad, a long way to go yet.

[wad collector] 09/6/2025 21:06:27

Certainly something lighting the fire of the share price well after the results. Mind you ,still only a third of the pre-Covid peak.

[johnrxx99] 06/6/2025 07:28:43

Liked on Vox (2 Pauls) and could be a missed defence stock in view of the optics etc and the recent purchase.

[dudishes] 04/6/2025 18:53:41

A good win but amortising the accounts (and asking pertinent question) not for

Mr Pepp), seems he is a force behind the accts being a recruitment tool.

Sack the accountants, return to basic accounting, get rid of the drizzle?

Numerous pages of waffle on an £80M turnover, who is the Uncle?

We take our choices for now.

[piwood] 04/6/2025 11:33:16

Many thanks for the responses

[dudishes] 04/6/2025 10:42:53

piwood,

Defence is estimated at say 43%, but that does not include research.

Loss making, not really checked?

One of my biggest wins this year to date, guess that counts for some eh?

[martinmc123] 03/6/2025 13:20:29

wealthoracle.co.uk/detailed-result-full/GHH/1452

[greenslug] 03/6/2025 12:47:42

About 25% by revenue but it has been loss making for the last couple of years. Hopefully there'll be a turnaround soon.

[piwood] 02/6/2025 11:31:15

Anyone know what % of business is defence ?

[dudishes] 24/5/2025 20:19:33

Cheers W & GG.

Entered @ 407, pretty sure that Trump affect positive, not so sure now?

Same applies to WATR, a pretend in USA?

WD garth etc if winning but I think we have to watch our backs.

cheers

[grupo guitarlumber] 24/5/2025 20:00:20

Gooch & Housego PLC (AIM: GHH), the specialist manufacturer of optical components & systems, will announce its results for the six months ended 31 March 2025 on Tuesday, 3 June 2025.



A meeting for analysts will be held at 10.30am BST on the morning of the results at the offices of Burson Buchanan, 107 Cheapside, London EC2V 6DN. To register attendance, please email G&[e-mail].

[waldron] 24/5/2025 18:54:22

Gooch & Housego,
518,00 GBX −4,00 (0,77%)

23 May, 16:35 GMT+1

Open
540,00

High
540,00

Low
512,00

Mkt cap
133,57M

P/E ratio
40,76

Div yield
2,55%

52-wk high
590,00

52-wk low
352,00

[waldron] 24/5/2025 18:43:55

DIVIDENDMAX


Latest Dividends

Summary Previous dividend Next dividend

Status Paid Forecast

Type Final Interim

Per share 8.3p PENCIL IN 5p

Declaration date 03 Dec 2024 (Tue) 10 Jun 2025 (Tue)

Ex-div date 23 Jan 2025 (Thu) 26 Jun 2025 (Thu)

Pay date 28 Feb 2025 (Fri) 25 Jul 2025 (Fri)

[waldron] 24/5/2025 18:40:28

Analysts' Consensus

Mean consensus
BUY

Number of Analysts
4

Last Close Price
5.180GBP

Average target price
7.100GBP
Spread / Average Target
+37.07%

High Price Target
7.900GBP
Spread / Highest target
+52.51%

Low Price Target
6.250GBP
Spread / Lowest Target
+20.66%

[waldron] 24/5/2025 18:35:11

20 May 2025



Gooch & Housego PLC

("G&H" or the "Company" or the "Group")



Notice of Half Year Results,

Analyst Meeting and IMC Presentation





Gooch & Housego PLC (AIM: GHH), the specialist manufacturer of optical components & systems, will announce its results for the six months ended 31 March 2025 on Tuesday, 3 June 2025.



A meeting for analysts will be held at 10.30am BST on the morning of the results at the offices of Burson Buchanan, 107 Cheapside, London EC2V 6DN. To register attendance, please email G&[e-mail].



A live audio webcast of the meeting will be available via the following link:



Following the meeting, a recording of the webcast will be made available for replay at the Group's website at



The Company will also be presenting via the Investor Meet Company platform on Thursday, 5 June 2025 at 4.00pm BST. Questions can be submitted pre-event via the Investor Meet Company dashboard up until 9.00am BST on Wednesday, 4 June 2025, or at any time during the live presentation.



Investors and potential investors can sign up to Investor Meet Company, and add to follow Gooch & Housego PLC, via:

[wad collector] 20/5/2025 20:59:32

Yes just noticed that the latest acquisition is a US company. Is GHH becoming the new Judges?

[garth] 16/5/2025 09:48:24

Well, they have just added US located capacity - so bets are hedged each way.G.

[wad collector] 16/5/2025 09:25:31

6 month high this morning , maybe the worst is behind GHH now with a bit less global uncertainty. Until the yellow idiot opens his mouth again.