Goodwin Share Chat (GDWN)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Goodwin Plc	LSE:GDWN	London	Ordinary Share	GB0003781050	ORD 10P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	+0.00p	+0.00%	2,720.00p	2,680.00p	2,760.00p	2,680.00p	2,620.00p	2,660.00p	968	16:35:07

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Industrial Engineering	124.8	13.3	118.1	23.0	195.84

Goodwin Share Discussion Threads

Showing 1451 to 1475 of 1475 messages

Chat Pages: 59 58 57 56 55 54 53 52 51 50 49 48 Older

Date	Subject	Author	Discuss
07/9/2018 18:37	Have bought a few more- interesting that Goodwin have gone ex dividend and the price is very steady to firm. Feels like this may surprise on the upside.Kneecaps2 -is there anything else you like the look of?	westofengland	Read Full Thread Reply
26/7/2018 14:25	Excellent post, bench2. I have corrected a couple of errors in my hurriedly prepared spreadsheet. Eps charts now show the correct dividend for 2018 alongside reported eps, which illustrates the proportional jump. I agree, this shows confidence about earnings in 2019 and beyond. They have spent heavily on capex during the last 6 years. My guess is that they feel this can be reduced during the years ahead. Historic yield in now 3.7% at a share price of 2280p Same link: Http://www.david-wilmshurst.co.uk/gdwn/gdwn_data.htm	wilmdav	Read Full Thread Reply
26/7/2018 12:12	Many thanks David W , great spreadsheets . I used to own this many moons ago alongside : Fw Thorpe , Dewhurst and VP , all family controlled and hence at 7x PER . I parted with Goodwin at 4000p as the multiple and narrow focus on Oil and Mining capex worried me . They have obviously made great strides in the past few years to diversify both the customer and product base into many geographies , so I feel it is a more balanced company albiet still tied to cyclical capex demand , but with some extra tech . I have now read the CS and CEO statements twice , and I would urge everyone to do so . It is rare for both Goodwin and any company to give such a useful historical review of the past , and the amount of profit paid out to license holders . My problem is the decision to almost double the annual dividend . In the last but one para re Change in Div Policy : The dividend was 20% of Post Tax Profits + Depn and Amortisation and the new policy will be 38% of the same . For 2018 the post tax profit was 9435k add 5243k Depn + 1138k Amort gives 15,816k ... 38% would be 6010k which is fine , but 1558k of profit was a one off sale of industrial land in India !! My conclusion is that the board ( 9 Directors of which 6 are Goodwin's ) must be very confident about 2019 and future years to commit to such a high level of payout ( 70% of 2018 earnings ) . Great for HMRC as divs outside of an ISA are taxed quite heavily . I am tempted to buy back in .	bench2	Read Full Thread Reply
26/7/2018 12:07	Dear Kneecaps2 and other commentators, Thank you for your observations; how marvellous to be a shareholder in a business that thinks carefully about the future and has solid plans to accomplish good profits for shareholders. All the comments in the statement are about how best to achieve for all stakeholders rather than complaining about challenges of which I am sure there have been many. A reminder that good businesses eventually get the market recognition they deserve and I sense Goodwin has a long way to go as other sensible investors buy into a clear growth story.	westofengland	Read Full Thread Reply
26/7/2018 11:03	Absolutely. I did pick some up at £15.99 a while ago, bringing down my average price. My first purchase was at just over £34!! In the money and a 'safe' dividend to boot! Yes maybe buy the dip!! red	redartbmud	Read Full Thread Reply
26/7/2018 10:59	Http://www.david-wilmshurst.co.uk/gdwn/gdwn_data.htm	wilmdav	Read Full Thread Reply
26/7/2018 10:42	Can't win them all Red. I was too slow to spot the RNS & by the time I'd got a quote up it was north of £22, have to hope for a retrace over the coming weeks.	tudes100	Read Full Thread Reply
26/7/2018 10:35	Tudes Agreed. I saw the RNS as it was issued, but I was focusing on Rsw results, where I have a big stake. The trigger was the dividend increase. I should have bought as soon as I saw the number. Hey ho....	redartbmud	Read Full Thread Reply
26/7/2018 10:30	I think what seems to shine through really strongly is that the Co have prepared for tougher markets & as a result have a much leaner, more efficient business than they did a few yrs ago. If this is coupled with favourable sentiment in their end markets then there is no reason why they can't, over time, move back towards delivering 200-250p EPS which should see the share price well north of £30 imo. If only I could have got a little more stock this morning at £20, well done to those who managed it !	tudes100	Read Full Thread Reply
26/7/2018 10:07	Should reach 3000/4000 with that RNS	amrishbhim	Read Full Thread Reply
26/7/2018 10:04	Woe, great results, this company is really back on track.	alexisk	Read Full Thread Reply
26/7/2018 09:57	Nice set of results.	top tips	Read Full Thread Reply
26/7/2018 08:44	Tudes Spot on. The divi was overdue, and has now been corrected, so the market will be more sympathetic to the business.	redartbmud	Read Full Thread Reply
26/7/2018 08:40	Really encouraging results, relatively new holder here but stuck by upbeat tone of the commentary in contrast to the last few yrs. Given that they are yet to see significant upturn in their O&G markets then I think the next few yrs looks very promising indeed. Great to see the significant divi increase as well.	tudes100	Read Full Thread Reply
26/7/2018 08:37	Sorry West I had not spoken to Goodwin for over a year but todays results are excellent after a difficult 2 or 3 years with a great div increase and further profit growth expected in the future from this great company.	kneecaps2	Read Full Thread Reply
04/7/2018 14:25	Kneecaps2 do you have any update observations on Goodwin? It looks a very solid business run by a sound team and I just wonder what the catalyst will be for renewed impetus in the shares. I have held them for four years (and recently bought a few more)which I know is a shorter timescale than your good self so it would be interesting to hear your thoughts.	westofengland	Read Full Thread Reply
31/5/2018 21:16	Getting spat out of the index on 15 June spot the tracker sellers......	exbroker	Read Full Thread Reply
09/5/2018 16:53	any read across from Weir who are being tipped on the basis that the US shale industry is replacing rather than reconditioning pumps now?	mw8156	Read Full Thread Reply
23/10/2017 13:47	Someone's very keen on this still.	deadly	Read Full Thread Reply
09/10/2017 17:16	Volume may be low but recent price rises aren't.	deadly	Read Full Thread Reply
29/9/2017 16:58	Hopefully the first stirrings of a massive recovery after a few years in the doldrums	alexisk	Read Full Thread Reply
29/9/2017 12:02	Bid rumour with three thousand shares traded?	spooky	Read Full Thread Reply
29/9/2017 10:57	No way the family will sell to a third party and they are calling the shots.	belgraviaboy	Read Full Thread Reply
29/9/2017 10:52	Could be. The family has not used the equity capital markets. But how about Avingtrans? To join with HAYT which targets some of the same customers as GDWN. Let's not forget too that various companies have reported signs of a recovery of oil related spend and our AGM is coming up soon. May be some positive comments to come there.	cellars	Read Full Thread Reply
29/9/2017 10:30	Would only be the family taking it private	belgraviaboy	Read Full Thread Reply

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