Gooch & Housego Share Discussion Threads

[thearcticfox] 24/6/2010 15:49

Yes, I know the article's a couple of weeks old, but it hasn't been posted yet so here you all go:-

[garth] 08/6/2010 13:20

Good to see you here WJ :0)

[wjccghcc] 08/6/2010 12:34

Agreed garth. Had a few first thing.

[matt123d] 08/6/2010 11:23

260p target back in play now.

[seanyboy] 08/6/2010 08:16

Surely 2£ can be cemented now - who knows what the next target price may be with such strong results.

[garth] 08/6/2010 07:24

Cracking results :0)

[bookbroker98] 25/5/2010 16:15

Hoping that half-year results will provide a boost to this stock, large exposure to US markets via most recent acquisition should provide some impetus, unfairly sold down recently as a result of overall market decline, still a smart co. in a high tech. market.

[matt123d] 19/4/2010 11:43

Looking good here, trading ahead of view and looks like it's starting the next leg up towards that 260p short term target area.

[simon gordon] 18/4/2010 12:00

Kavanagh lost Killik clients buckets of cash in 2000, I remembering reading that one couple lost a million and were looking to sue. He was mad crazy on Psion, Kewill, Marconi, Trafficmaster, all went on from being worth pounds to pennies. Incredible times.

[essentialinvestor] 18/4/2010 11:33

Everyone's a genius in a Bull Market, as the old phrase goes.

I remember when Paul Kavanagh, also from Killik, was talked about
in the same way..

Following a 70% plus rise in the markets in a year,
its been very easy to be a great stock picker imo.

Relative performance following a sharp correction in the
Markets, may be interesting to look at imv.

[3800] 18/4/2010 09:55

shame he wasn't clever enough to recommend it at belopw 40p 13 months ago then isn't it?

[kirkthrust] 17/4/2010 21:12

i hear killik has added it to their hot ideas list ...they have this guy called mike savage now running a special sits segregated portfolio.He is mustard...been pushing gulfsands, dart group,cove, 4imprint, xp power, healthcare locums from 150 and can get private clients institutional level access..Moneyweek did a little feature on him the other day.

[bookbroker] 14/4/2010 08:22

Appears house broker Investec now moved from hold to buy, anyone able to source their new evaluation note and outline the comments here?

[bookbroker] 08/4/2010 12:21

I wouldn't see capacity cuts a problem, the cuts were essentially a few layoffs and short-time working, it appears that much of the order improvements are at the General Optics acquisition i.e. aerospace and defence, it is basically a case of being able to ramp up production to meet the customers demand, this they say has been accommodated, just a case of demand continuing to remain solid and retaining the air of caution about sustainability.

[essentialinvestor] 08/4/2010 11:58

matt

What about the strain that demand in certain areas is causing?.
Would you see this as a reason to be cautious.

Just wondering did they cut capacity too aggressively and how that may
now impact customer satisfaction and potential reorders.

Any thoughts apprecaited.

[matt123d] 08/4/2010 11:50

Nice update, ahead of expectations.

Chart looks good now too with that test of the 50dma, looking for 260p short term here.

[essentialinvestor] 05/4/2010 21:29

Its the margin contraction over the last 3 years that may concern
some.

The order book at the end of Janurary was less than 19m,
so the current Market Cap is nearly double the order book at the last update.

[seanyboy] 05/4/2010 20:44

nice post bookbroker - i have also been anticipating some good news flow from GHH but no matter what I hold with a medium/long term outlook. I am very confident about GHH prospects and will continue to add on weakness i.e. on "corrective pullbacks".

[bookbroker] 01/4/2010 21:24

With all the positive vibes coming out of the ISM surveys both here and abroad I would be hoping that GHH should have a very positive update soon on their future orders over and above what's already mentioned, this co. needs a growing manufacturing sector to be at its most productive within the niche market where it holds a strong position. We've had a corrective pullback in the share price, so let's hope that its onwards and upwards from here. I see the management are being cautious in their statements, naturally so with what they have been through, and it shows that they are realistic which is a good indicator that they want to be sure about the strength of their overall recovery, I hope that their 'steady as she goes' attitude will be fully vindicated and soon the figures will start to look even more positive. I would like to think that this co. will be representative of some of the technological expertise that UK plc still possesses.

[bookbroker] 30/3/2010 10:59

As you see Insight Investment aka. (HBOS)Lloyds Banking reducing their holding, and the share price reflecting more supply to be allocated, hopefully a short term pullback after a strong performance over last twelve months, one starts to believe the stock will carry on an upward trajectory without stopping, a pleasant idea, however trading appears to be recovering reasonably well and their markets improving, just need the US acquisition to start contributing, I still believe that this co. is a little gem in terms of its high-tech expertise in the optical field and will continue to be recognised for years to come.

[matt123d] 25/3/2010 22:57

Actually trades were worked orders, filled over the last serveral sessions and only published today.

Share prices move on a supply and demand basis and the 190p area was where demand met supply!

[bookbroker] 25/3/2010 22:55

Cross trades most likely between two institutions. Remote poss. of Gooch family hldgs. releasing some stock.

[walthera] 25/3/2010 18:11

Two massive sells today.
No change to share price.
What is going on?

[seanyboy] 09/3/2010 11:53

don't believe they can as they are currently listed on the AIM.

[kir] 09/3/2010 08:21

can these be purchased for ISA