Gooch & Housego Share Discussion Threads

[stefield] 30/8/2004 08:55

actually it was 10 pounds, but i wasn t being serious

[cg1953] 29/8/2004 07:44

stefield.
5 to 6 pounds was the figure i recall.

[stefield] 28/8/2004 23:33

which dizzy heights are you referring to ?
i expect them to be at 220 within 12 months, a nice slow and steady 50% gain from current price.

[stefield] 26/8/2004 09:14

come on cg, please do a little bit of research before posting silly comments.
ghh have only 5% exposure to telecoms,
they are already a global leader in there field and already have a good profit margin. its hardly in the same category as bookham.
if they are not a minimum of 160 by christmas, i will buy you another champagne dinner, but i expect a lot higher !

[cg1953] 25/8/2004 10:42

maybe they are down at this price ?

because the telecoms/fibre optics market is still depressed and with excess capacity worldwide.
why should ghh be invunerable to the markets it serves ?
i dont see ghh having a monopoly or any particular product to achieve superior pricing power ?

[whywithpumpkins] 22/7/2004 18:44

nice one . . . . . . . good move by the looks of it . . . . RF is an expanding market and important to be on mainland with enlargement of eu imo, lots for the future here i reckon . . . .

[stefield] 22/7/2004 09:27

cant believe they are still down at this price, but hopefully they will stay here a little longer so i can buy some more. ;)

[garth] 22/7/2004 06:50

Certainly looks to be. European expansion...

G.

[holmess] 22/7/2004 06:18

Nice acquisition..............

[garth] 24/6/2004 09:36

On the basis of those 180-200p does not seem unreasonable, IMO.

G.

[stefield] 24/6/2004 09:04

latest broker forcasts from rowan dartington 22 june
pre tax eps dps
2004 3.10 11.11 3.35

2005 3.40 12.28 3.65

[stefield] 24/6/2004 08:59

latest broker forcasts from

[jan-mar] 23/6/2004 10:49

christ, how long have you got. too much hot money got in at £1 and pushed the price up. price went up far too quick, and then it was targeted by the shorters graham hind (CEO) missed a few dates for announcements and played into the shorters hands. this is the best opportunity i've ever seen, new technology to replace an existing market, deals with major pharma companies, listing on NAS soon. go to the BPRG thread and log onto the Mysite for all the info you need

[garth] 23/6/2004 10:38

J

Bioprogress have been on my watch list for about 9 months. I missed the spike and haven't really looked since. Can you remind me what led to the spike and why they have subsequently given up most of those gains?

Thanks,

Gary

[jan-mar] 23/6/2004 10:32

garth

yes it was, all very strange and top secret, Archie told them not to say too much, as if i would have a clue what they were talking about, i met Ian Bayer a few times after that. have you lokked at BPRG ?????

[garth] 23/6/2004 09:07

J,

I seem to recall that at the time you described it as 'a couple of guys in the loft' LOL :-)

G.

[jan-mar] 23/6/2004 08:34

stefield

it was a fibre optic switch,if thats the one you mean, i met the two guys working on it several years ago, they had it set up on a work bench, it worked but getting it down in size to be commercially viable was the problem. Archie Gooch was showing me round the factory at the time, all good stuff, i hope the share price keeps going for you.

[walthera] 21/6/2004 08:12

You could try looking at Deltron (DET) - based in sleepy Suffolk - and Carclo (CAR) - or maybe Wakefield is too racy for you. ;-) [Chessfou]

Thanks for the info - I'll keep an eye on them before plunging.

[stefield] 20/6/2004 00:36

i have no idea what any of these switches do, but i remember the shares hitting 6 quid on 'a rumour' they were developing a new 'super switch'. so if they actually bring it to the market,the shares could rocket.
but even without new products, i really cant see any downside, before sept. 11 they made 4 million profit.with the way things are going, and if the dollar starts to strengthen, i think they could be well back to these levels in 2005 and a share price closer to 3 quid.
it would be nice to see ian bayer buying a few more shares at current price, if he is low on cash, maybe we could club together and buy him a few ! :)

[garth] 19/6/2004 14:13

Stefield,

Thanks for posting that - now if that had appeared in the FT I'd probably have added prior to the results! Hindsight eh?!

"Chris Pannell, an expert in optics, opto-electronics and fibre optics, was appointed group chief scientist with a brief to develop new products and technologies."

At the time of the euphoria around the 'photonic switch' I had the good pleasure of a telephone converation with Chris Pannell while he was at UKC. He told me that whilst the 'switch' looked good he had encouraged Gooch to go for something more ambitious - a tunable photonic add-drop filter for routing data down fibre-optic cable (I think). From talking at the time I got the impression that it would be on a scale of breakthrough similar to the products BATM were talking about. I wonder whether that is one of the 'upcoming 3', and what the impact might be?

G.

[garth] 18/6/2004 13:19

Hi spud. (where did you catch the tip?)

Things certainly seem to be moving along at IGE. I keep looking out for a comment from Rapiscan re. the US launch of the 3D20 - I assume that it will come early next week. The move towards the Sharp screen is also excellent, IMO, as one of the initial concerns raised by staff at Heathrow appears to have been around the use of eye-gear. The autostereoscopic screen from Sharp removes that barrier.

Rumour is also that the Houses of Parliament have been evaluating use of the 3D20. A high profile site like that would be great for the profile of this little gem!

G.

[sack of spuds] 18/6/2004 13:08

thanks for tip garth on ige looks very interesting I have bought some.it seems all good news for ige at present.they have momentum of good news.
GHH still doing well i'm pleased to say.

[garth] 18/6/2004 13:03

Pushing ahead already Stefield.

Had a look at the stock situation - roughly £150K lower than the comparable period last year, so some inventory coverted to profit may have helped the numbers? But an increase also in debtors.

Have to say again that I was surprised by the interims - much better than I anticipated. So what might the next set look like with US interest rates rising & demand picking back up?

I'm optimistic of a rise through to around 180p (or maybe a little more?) over the coming weeks.

G.