Gooch & Housego Share Discussion Threads

[premium beeks] 21/11/2023 02:04

Seems British Bulls have this right with a STAY SHORT rating.https://www.britishbulls.com/SignalPage.aspx?lang=en&Ticker=GHH.LSeems about right. Keeping a track on this one in my "Z1co" portfolio as I reckon it might be a perfect short basket for 2024.Keep on trucking people.

[premium beeks] 21/11/2023 01:58

Poor short term investment on any recognisable metric.I'll be staying short.

[premium beeks] 21/11/2023 01:50

Seems British Bulls have this right with a STAY SHORT rating.https://www.britishbulls.com/SignalPage.aspx?lang=en&Ticker=GHH.LSeems about right. Keeping a track on this one in my "Z1co" portfolio as I reckon it might be a perfect short basket for 2024.Keep on trucking people.

[z1co] 20/11/2023 22:47

Beeks of Arabia now has become Premium Beeks by paying advfn a tenner.

He's become premium so he can troll me.

lol!!!

Nice one beeksy

[premium beeks] 20/11/2023 22:39

Poor short term investment on any recognisable metric.I'll be staying short.

[premium beeks] 20/11/2023 21:11

Seems British Bulls have this right with a STAY SHORT rating.https://www.britishbulls.com/SignalPage.aspx?lang=en&Ticker=GHH.LSeems about right. Keeping a track on this one in my "Z1co" portfolio as I reckon it might be a perfect short basket for 2024.Keep on trucking people.

[premium beeks] 20/11/2023 21:11

Seems British Bulls have this right with a STAY SHORT rating.https://www.britishbulls.com/SignalPage.aspx?lang=en&Ticker=GHH.LSeems about right. Keeping a track on this one in my "Z1co" portfolio as I reckon it might be a perfect short basket for 2024.Keep on trucking people.

[z1co] 20/11/2023 16:45

I'm hoping that this seller has finally f#cked off somewhere else.

Bought a few more today , results in a few weeks.

[z1co] 20/11/2023 16:41

At last a strong close :)

[z1co] 19/11/2023 11:18

Odyssean Investment Trust looks to invest in high-quality British businesses trading below their fundamental value, with scope for that value to grow through proactive management action.

On this theme, one area where we have been active recently is an unglamorous sector in an unloved part of an undervalued market: UK small-cap industrials. We think the sector hides a number of gems.

Within industrials we look for firms with know-how in complex production processes that is hard to replicate, as this offers the opportunity for pricing power and attractive margins. We like companies with a global customer base, reducing reliance on the UK economy and increasing the potential appeal to overseas investors and acquirers.

Finally, we like to back proven management teams with a clear plan. We have found a number of such opportunities, which is why industrials is currently our largest sector exposure.

A BIG BLUE-CHIP CLIENT BASE

One of our more recent investments has been Gooch & Housego (LSE: GHH), a leading manufacturer of photonics and electro-optics solutions selling to a blue-chip client base of healthcare, industrial and aerospace customers around the globe.

The group’s end markets are growing strongly, and G&H is well-placed with unique capabilities in optical coatings and materials.

Having historically been built up through mergers and acquisitions, the group recently appointed a new CEO, who is focusing on boosting margins significantly by integrating historic deals better.

Today the stock is on an enterprise-value/sales (EV/sales) ratio of around one, compared with a ten-year average of 2.2. We feel the market is giving little credit to the growth and improvement potential in a group with world-leading intellectual property (IP).

[wiltowin] 13/11/2023 13:26

GHH exhibiting at the prestigious medical equipment exhibition Compamed @ Dusseldorf between 13th to 16th November.

COMPAMED in Düsseldorf is a leading international trade fair for the medical technology supplier sector. The trade fair offers a comprehensive range of high-quality medical technology components, services and production equipment for the medical industry. In the exhibition halls, the latest innovations in the areas of components, modules, OEM equipment, electrical and electronic components, microtechnology, raw materials, materials and adhesives, Manufacturing of components, Manufacturing of finished products, Services and Manufacturing equipment are presented by about 800 exhibitors. In addition, the two accompanying forums, the COMPAMED HIGH-TECH FORUM and the COMPAMED SUPPLIERS FORUM, offer exciting presentations by experts from the industry and space for professional exchange.

[z1co] 08/11/2023 13:00

Shares will rise strongly once the seller/s finished.

[z1co] 07/11/2023 16:32

Up 4% today but is another one that's been held back by seller/s

[wiltowin] 28/10/2023 15:44

Conflict in the Middle East and Ukraine has created a surge in demand for weapons

Sash Tusa, an analyst at research house Agency Partners, says investors are beginning to see that demand, kickstarted by the war in Ukraine, is not disappearing any time soon.

Sash Tusa says: “We are in probably a decade-long defence upcycle and we haven’t had one of those in the last 30 years.”

Anyhow it's not doing GHH's aerospace and defence arm any harm, the customer orders are bound to be on the increase.

[wiltowin] 27/10/2023 09:56

AIM shares are much unloved just now might be a good opportunity to top up or sit on hands?

[z1co] 24/10/2023 17:43

Finished strongly and more importantly the shares are back above £5.30's after absorbing a lot of selling over the last few weeks.

[z1co] 14/10/2023 15:46

Masurenguy , thanks for posting that.

[masurenguy] 14/10/2023 10:18

"One of our more recent investments has been Gooch & Housego (LSE: GHH), a leading manufacturer of photonics and electro-optics solutions selling to a blue-chip client base of healthcare, industrial and aerospace customers around the globe. The group’s end markets are growing strongly, and G&H is well-placed with unique capabilities in optical coatings and materials. Having historically been built up through mergers and acquisitions, the group recently appointed a new CEO, who is focusing on boosting margins significantly by integrating historic deals better. Today the stock is on an enterprise-value/sales (EV/sales) ratio of around one, compared with a ten-year average of 2.2. We feel the market is giving little credit to the growth and improvement potential in a group with world-leading intellectual property (IP)." Odyssean Investment Trust 12/10/23

No current position but added to my watchlist.

[wiltowin] 13/10/2023 12:10

There's going to be mega mega demand for GHH expert sighting systems required for weaponry over the next year's ahead in both unmanned aerial vehicles and manned ground vehicles supplied by GHH owned companies around the world.

[wiltowin] 13/10/2023 07:27

11 October 2023 • 1:49pm
A surge in US defence spending fuelled by growing geopolitical tensions has boosted British weapons maker QinetiQ, which revealed a record order book in the first half of the year.
This will also be applicable for the defence and aerospace arm of Gouch &Housego.

[wiltowin] 12/10/2023 13:08

This month, G&H sites all around the world are coming together to celebrate our remarkable 75th Anniversary! 💎

Yesterday, was a special day for us as NatWest, our corporate bankers, made a heartwarming visit to Ilminster. They presented G&H with a beautifully engraved Bristol Blue Glass Bowl, commemorating not only our 75 years of excellence, but also our partnership with the bank. 🏦

During this significant moment, the lineup, from left to right, included Charlie Peppiatt, our Chief Executive Officer; Chris Jewell, our Chief Financial Officer; Justin Smith, the Regional Director for Southwest & Wales at NatWest Bank; and Stuart Allison, the Corporate Relationship Director at NatWest Bank.

Thank you to NatWest for their continued support and to everyone who has been part of our incredible journey. Here's to 75 years of innovation, growth, etc.

Pity it's not reflected by the share price

[z1co] 08/10/2023 12:16

John Foster's article in the Armchair Trader:

G&H reported that its trading for the year was ahead of expectations. The new acquisitions were bedding in well with revenues up by more than expected and the company said: “[we] expect the strong revenue performance to translate into a full-year adjusted pre-tax profit above the current market expectations.”

[z1co] 08/10/2023 09:20

IC were bullish after the interim results in June.

The company will benefit from huge US and EU industrial policy initiatives;

[wiltowin] 08/10/2023 08:12

As the field of counter-Unmanned Aircraft Systems (C-UAS) continues to evolve, the choice of optics becomes paramount for effective detection and response. Shortwave imaging systems, particularly SWIR zoom lenses, offer distinct advantages over visible and midwave systems, especially during daytime range detection. They excel in atmospheric transparency, are less susceptible to solar glint and background radiation, exhibit a reduced heat signature, and provide superior target discrimination. Among SWIR zoom lenses, G&H StingRay's FireAnt series stands out as an industry leader. The latest addition, the ruggedized F/6 80-800mm zoom lens, is designed for optimal performance, incorporating SWIR-specific materials and anti-reflection coatings. Its constant aperture feature enhances target acquisition, depth of field control, and power density consistency, making it an ideal choice for C-UAS applications. G&H StingRay's commitment to innovation continues to address the evolving challenges posed by unmanned aerial systems, ensuring reliable and effective solutions in the fight against emerging threats.