Goodwin Share Discussion Threads

[cambium] 09/9/2008 10:31

A nice 1k trade at full ask went through this morning

[cockneyrebel] 09/9/2008 08:26

Nice one DASV :-)

$ v £ up 17% since July - with 60% of their sales in $ that's gonna be a huge boost.

I see we are on the up :-)

CR

[cambium] 08/9/2008 17:22

so whats on the cards tomorrow then?

[dasv] 08/9/2008 11:43

CR I like this Buffettism (quoted in global-investors/moneyweek). It particularly explains the market over the past 12 months. I.e. not efficient:-

"As far as I'm concerned, the stockmarket doesn't exist. It is only there as a
reference to see if anybody is offering to do anything foolish." Warren Buffett

[cockneyrebel] 08/9/2008 08:17

marked up pre-open, an almighty bouce coming here at some point imo - value ignored.

CR

[dasv] 03/9/2008 21:29

thanks CR for clarifying that. Sterling now falled 15% against USD since Nov 2007. Back to 1.40 USD to GBP I reckon at some point.

[cockneyrebel] 03/9/2008 18:55

On that basis, since the April year end Stiring has fallen nearly 10% v $.

On that basis and 60% of GDWN's business done in $ as they say, last year's earnings would be up around 5% just from a better exchange rate I would think, since July anyway, or the start of GDWN's Q2.

CR

[cockneyrebel] 03/9/2008 18:41

Falling Sterling help GDWN:

From the results:

"The strength of the Euro against Sterling now gives us an opportunity to develop increased business in Europe. The principal risks and uncertainties faced by the company relate to the possible substantial weakening in the strength of the US Dollar
against Sterling, the US Dollar being the currency in which over 60% of the Group's worldwide turnover is traded. The diversification of the Group's products and markets assist in the minimising of any specific market turn down but, as with all
manufacturing companies, a world depression would be unhelpful."

CR

[dasv] 02/9/2008 12:38

Falling Sterling should help GDWN's competitiveness? or harm it on input costs?

[cockneyrebel] 02/9/2008 11:57

Cheers - reshuffle assessment date is Tues next week, changes take place on 22nd

I reckon they'll go in imo - should be fun if funds want to buy 5-10K or more :-)

CR

[dasv] 02/9/2008 10:40

It's an HTML frame CR, so this is the link:

p.s. if you right-click - properties - you will get the real URL.

[cockneyrebel] 01/9/2008 21:22

you might need to click FTSE Ranking at the top - 2 positions short of the SMX - but I expect a few above GDWN to slip and GDWN to continue it's strenght.

CR

[cambium] 01/9/2008 17:03

and valves

Copies of the accounts have been posted to shareholders and are also available on the company's website:

[cockneyrebel] 01/9/2008 16:56

Market cap of the bid price is £88.2m

Market cap on the Offer is £91.8m

Goodwin are currently in the FTSE Small Cap Index based on the Offer price - the reshuffle date is next Tuesday. They broke the recent high today - reckon these go back to re-teast the £14 myself - there are no sellers of note and now the market is turning I think punters are going to want quality earnings and cashflow - it's here in bucket loads!

CR

[chester] 01/9/2008 16:39

Excellent timing CR.

[cambium] 01/9/2008 16:25

CR, That makes you resposible for it rising over 5million mkt cap in the last week :o)

[cockneyrebel] 01/9/2008 16:17

That's it, I reckon GDWN are just about in the FTSE Small Cap Index - bye bye watchers :-)

Wait till these start seeing fund or larger buying.

CR

[cockneyrebel] 01/9/2008 11:03

Another 50p on the price and GDWN are in the SMX - might not even need anymore as those around it are falling :-)

Marcket cap £86.7m - Entry level £90.7m currently - and faling :-)

CR

[cockneyrebel] 01/9/2008 09:38

just got another 500 before they go xd.

These are 10% short of going into the FTSE Small Cap Index so £1 on the price will do it - that's just a few buys of modest size.

Gonna benefit big from the falling £ v $ and Euro - Small Cap Entry just a matter of whether it's Sep or Jan imo - that will give them a further boost.

CR

[cambium] 29/8/2008 10:21

I have you buying 193 at 1175

[cambium] 29/8/2008 10:20

have you tried plus markets, link in header or it may be delayed for up to 2 hours