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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
  -55.00 -1.42% 3,825.00 3,730.00 3,920.00 3,980.00 3,780.00 3,920.00 10,471 16:35:06
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Industrial Engineering 131.2 16.5 167.8 22.8 294

Goodwin Share Discussion Threads

Showing 1451 to 1475 of 1600 messages
Chat Pages: 64  63  62  61  60  59  58  57  56  55  54  53  Older
DateSubjectAuthorDiscuss
18/12/2018
16:51
A great set of results that clearly show the business moving back up the curve.Assuming only modest revenue growth for FY2019 of say 8% and maintaining 30% GM there is no reason why a move back to historical (2013-2015) margins of low/mid double digits can't be obtained. We would then back back on a PE of 10 and generating free cash of £6m with a divi up around 140p yielding 5% at current prices. This business historically has generating a ROE/ROCE of 25% and I'm sure the Goodwins are working hard to secure those big contracts eluded which will pave the way to re-rating of the share price.The only thing I don't really like is the fairly high level of CAPEX but this is going to drop to circa 55% of PTP on a rolling 3yr basis in line with historical norms but still high whichever way you look at it. This business isn't going bust that's very sure and I can see this being a very long term holding for me now.
norbert colon
18/12/2018
15:57
Yup, a lot to like. Would be helpful if Stockdale produced forecasts for the company.
sspurt
18/12/2018
12:10
Super results today and excellent good quality order books. Still a buy and I expect the share price to beat the previous all time high of about £42 within the next couple of years.
kneecaps2
15/11/2018
04:26
11 shares for the future by Richard Beddard from interactive investor | 9th November 2018 15:47 Having visited the foundry, companies analyst Richard Beddard puts the stock ranked number one by his Decision Engine in the spotlight. Before I report on a visit to Goodwin, I have made a minor change to the presentation of the Decision Engine's output... ...My confidence in Goodwin, now the top ranked share, received a boost on Wednesday when I visited a number of the company's factories with three other shareholders... Article: Https://www.ii.co.uk/analysis-commentary/11-shares-future-ii507124
martywidget
05/10/2018
09:47
just bought some - fingers crossed for my late entry
nimbo1
04/10/2018
08:01
I see there are no broker forecasts for GDWN (on Stockopedia at least). What do shareholders here expect going forward please?
shanklin
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
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
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
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
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
26/7/2018
10:59
Http://www.david-wilmshurst.co.uk/gdwn/gdwn_data.htm
wilmdav
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
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
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
26/7/2018
10:07
Should reach 3000/4000 with that RNS
amrishbhim
26/7/2018
10:04
Woe, great results, this company is really back on track.
alexisk
26/7/2018
09:57
Nice set of results.
top tips
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
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
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
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
31/5/2018
21:16
Getting spat out of the index on 15 June spot the tracker sellers......
exbroker
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
23/10/2017
13:47
Someone's very keen on this still.
deadly
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