Goodwin Share Discussion Threads

[tudes100] 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.

[redartbmud] 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....

[tudes100] 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 !

[amrishbhim] 26/7/2018 10:07

Should reach 3000/4000 with that RNS

[alexisk] 26/7/2018 10:04

Woe, great results, this company is really back on track.

[top tips] 26/7/2018 09:57

Nice set of results.

[redartbmud] 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.

[tudes100] 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.

[kneecaps2] 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.

[westofengland] 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.

[exbroker] 31/5/2018 21:16

Getting spat out of the index on 15 June spot the tracker sellers......

[mw8156] 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?

[deadly] 23/10/2017 13:47

Someone's very keen on this still.

[deadly] 09/10/2017 17:16

Volume may be low but recent price rises aren't.

[alexisk] 29/9/2017 16:58

Hopefully the first stirrings of a massive recovery after a few years in the doldrums

[spooky] 29/9/2017 12:02

Bid rumour with three thousand shares traded?

[belgraviaboy] 29/9/2017 10:57

No way the family will sell to a third party and they are calling the shots.

[cellars] 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.

[belgraviaboy] 29/9/2017 10:30

Would only be the family taking it private

[deadly] 29/9/2017 09:38

Bid rumour?

[rhomboid] 22/8/2017 21:58

46% of profit from refractory engineering now , that is a major shift, I liked the tone of the results, realistic, open,pragmatic ..and punchy. This is a buy for me in any general selloff ...but no hurry

[dan_the_epic] 22/8/2017 21:42

Timescales for recovery are expectedly slipping along with the oil price. Quite a while until the next update so hard to see a catalyst

[pugugly] 22/8/2017 15:58

Slight relief rally on small volume but results confirm business VERY challenging - margins under pressure and major customers seem to be negotiating downwards - Possibly a hold (imo) and watch, but not a buy in current climate.

[henchard] 22/8/2017 15:48

Results out today at 3.32pm



"The pre-tax profit for the Group for the twelve month period ending 30th April, 2017, was £9.24 million (2016: £12.3 million), a decrease of 24.9% on a revenue of £132 million (2016: £124 million) which is 6% up on the figures reported for the same period in the last financial year. The Directors propose an unchanged ordinary dividend of 42.348p (2016: 42.348p) ..."