Gooch & Housego Share Discussion Threads

[iggy] 26/11/2002 21:13

any date for rsults?

[whywithpumpkins] 22/11/2002 19:16

it's always pleasent to receive the divi, but it should break £1.....

long term holder...... purchased main chunk at 2.90 on the run up to the heady heights and just kept 'em......happy to have these in my portfolio.

[garth] 21/11/2002 00:32

Results due at the end of the month.... what direction will the run-up positioning take, I wonder?

G.

[yardie71] 20/11/2002 18:51

They normally do well up to the results, my average is £1.05 and looking for the market to pick-up. That makes 5 of us holding this stock.

[holmess] 07/11/2002 08:21

ah, the mythical switch ! Almost brings a nostalgic tear to my eye :)

[garth] 07/11/2002 08:05

Can you feel the anticipation? Wonder if we'll hear any more about AG's new secret weapons he alluded to in the last results....? Or that photonic switch....ah, the stuff of legends.....

Ages ago I spoke to the guy who acted as consultant to GHH on the switch. He had encouraged them at the time of The Euphoria to be even more adventurous and go for a tuneable add-drop filter......

G.

[holmess] 06/11/2002 10:42

4 of us ! - average now a £1 after watering down my inital £2.60 purchase ;(

[ck] 05/11/2002 21:34

whywithpumpkins.....good,that makes 3 of us!,anymore and we will soon have a crowd nearly as large as Wimbledon FC!:)

for a good overview

[whywithpumpkins] 05/11/2002 18:26

i'm still here

[ck] 05/11/2002 17:21

garth.....as you know this could fly at any time, has done before, a 'tech' compnay that actually pays reasonable dividends, tightly held stock, ready and waiting for the upturn when it happens, and it will.....unfortunately the bulk of their sales and profits derive from the states. so until they sort emselves out over there, its a case of buy in the dips and hold.....a minor recovery stateside could well see these testing that £1.00 resistance level, and a breakout from there could see it once again flirting around 1.30/40 ish.......imho

[garth] 05/11/2002 17:10

Holding and dripping in. Didn't quite take advantage of the bottom (insufficient funds), but then I'm not totally convinced yet by this rise....

G.

[ck] 05/11/2002 15:43

garth ...nice to see u are still following this old fav of mine....

read all you need to know in this field....

[garth] 05/11/2002 15:12

Any future in lasers or fibre-optics?

At thread start: Price 85p Mkt Cap £18m

Global leader in Q-switches which account for 25% of business
No sector or client accounts for more than 10% of business
5% exposure to telecoms



Must-read article on G&H in "Opto & Laser Europe"



Gooch & Housego (G&H)
G&H is the group's UK parent company. Based in Ilminster, UK, the firm employs 109 people and has expertise in designing and making acousto-optic devices such as Q-switches, modulators, tunable filters, frequency shifters, deflectors and a range of precision optical components and assemblies. It also has knowledge of processing both soft and hard crystals such as sapphire.

Cleveland Crystals

Cleveland Crystals is based in Ohio, US, and has 56 employees. It is one of the leaders in the growth and fabrication of large-aperture KDP and KD*P crystals for inertial confinement fusion applications. Cleveland also boasts two claims to fame: it can grow the largest KDP boules in the world and it was the first commercial producer of BBO in the US. Other capabilities include production of electro-optic
Q-switches and infrared waveplates.

Optronic Laboratories (OLI)

OLI is based in Florida, US, and has 38 employees. It specializes in products such as photometers, spectroradiometers, and test and measurement systems for LEDs and displays. Its high-end kit provides repeatable researchgrade measurements in the UV-VIS-NIR-IR wavelength ranges for research, academia,
industry and the military. OLI also offers calibration services.

NEOS Technologies

NEOS is based 60 miles away from OLI in Melbourne, Florida, and has 46 employees. Its range of acousto-optic products includes modulators, deflectors, Bragg cells, multichannel A-O systems, Q-switch systems and mode lockers with RF drivers as complete turnkey systems or OEM modules.

Landwehr Electronics

Landwehr is based in a suburb of Hamburg and has 17 employees. Its main activities are developing high-frequency micro-electronics for laser control systems using acousto-optic devices. Typical products include high-power, high-speed switching Q-switch drivers, acoustooptic modulators, acousto-optic frequencyshifters and acousto-optic tunable filters.


G.

[garth] 04/11/2002 23:46

I phoned Mr Bayer a couple of weeks ago. He was as tight-lipped as ever, particularly as they are currently in a closed period. But I did manage to press him on his reading of the US economy. I put it to him that Bullish statements from AG had then been followed by a profits warning and then with another positive outlook. I suggested that this had been something of a surprise and pressed as to whether it in fact mirrored the 'double-dip' nature of the US recession. Mr Bayer agreed with this reading of the US economy and that yes, it did look to be in a double-dip. He hastened to add that of course that was a comment on the US economy and not on the fortunes of GHH. He considered that in the current climate many would see GHHs ability to maintain a profit as being an achievement in itself.
He stressed that no company or sector accounted for more than 10% of GHH business. Exposure to telecoms is
Following the AGM the plan is to put the 'explaining what Gooch does' presentation on the website. Results are due end of November.

Can't quite believe that we've seen the bottom yet and have a feeling that we may yet see the second 'dip' take the steam out of any possible positive outlook. But that's just a hunch. Whichever way, I'm still looking to add a few at a time for the long haul - as profits elsewhere allow......

G.

[whywithpumpkins] 04/11/2002 09:33

it's going to be really scary if we ever get some proper volume on these!

[garth] 18/10/2002 23:43

I still have my 'watching' portfolios set up at etrade. I haven't yet found another provider for these with comparable ease of use and streaming bid, offer and volume.....

Been in Gooch for over 4 years now. It seems unbelievable that they are now valued at just £12m, pe of 4 and a 4% divi yield!....... Still, I guess there's just no future in photonics, fibre-optics, silicon chips and lasers..... ;-)

Regards,

G.

[whywithpumpkins] 18/10/2002 10:55

holding here too, its bobbed up another penny. remember you from etrade days garth, i sometimes look over there.

[garth] 17/10/2002 14:00

Been floating here-abouts for days. Just keeps bobbing up and down. Worth noting that AG hasn't been a buyer of late.........

I hold.

G.

[whywithpumpkins] 17/10/2002 12:23

and surprise surprise, i open my mouth and it ticks up a penny - but will it last?

[whywithpumpkins] 16/10/2002 22:30

all quiet here?

[stefield] 29/9/2002 03:40

i can imagine a lot of people who bought at 5 & 6 pounds were very upset by archies comments,but do you honestly belive it would have been better for him to keep quiet and watch the share price climb to 10 pounds plus before the inevitable collapse !!!
i bet there is a lot of people out there who wish some of the big tech companies, had done something to stop ther share prices rising to such ridiculous levels !!!!!

[stefield] 05/9/2002 08:10

i dont know, but it doesnt look very good !!! :(

[garth] 04/9/2002 20:51

CEO is what's going.

G.

[cg1953] 04/9/2002 17:36

mystic steve.now renamed 'sorcerer'.
whats going on?