Goodwin Share Discussion Threads

[1c3479z] 23/10/2023 10:27

good summary from Beddard, II
makes the point the divi rising while still investing in the business and it's run for the long-term some unique features at least for the UK.
Easat radar orders not confirmed but still competing for it, by the sound of it.

[cockerhoop] 11/10/2023 20:44

As in a Nuclear Storage Box produced by being cast in a foundry. GDWN produce the (SSB) Self Shielded Box for Sellafield with both the body and lid cast.

AVG produce their 3m3 storage boxes by welding and use of a machine shop.

The 63 can rack is a large frame containing 20 tubes which each hold 3 cans of waste (I know that only adds up to 60 cans!!). This is manufactured at GDWN international in the machine shop.

[cockerhoop] 11/10/2023 10:42

GDWN will not have competed on those contracts, one was a extension on an existing contract with Sellafield and the other was a £3m contract with Magnox to supply some internals for a concrete box.

GDWN has won contracts for cast storage boxes at Sellafield along with 63 can racks both of which are likely to re-occur. New iterations of the 3m3 box which AVG currently produce may be of interest to GDWN in the future. AVG certainly won't have the capacity to supply the full £900m contract.

[1c3479z] 11/10/2023 10:27

avg has announced a contract win for nuclear storage boxes, does Gdwn compete or have they lost the tender?

[arregius] 11/10/2023 07:10

Any info of the 47m that were quoted for easat last year?

[arregius] 04/10/2023 07:54

Im sure gdwn is involved

[1c3479z] 02/10/2023 06:34

will it have any input into the AUkus contract?

[arregius] 19/9/2023 07:36

What are you assuming? Takeover? Family has more than 50% of votes...

[cfro] 18/9/2023 15:13

I've long believed that this company being what it is ie. well established, with a long trading record and tightly family controlled, unique and highly specialised would never attract a bid. The whole idea of that perhaps sounds preposterous.

..And im not saying for one minute any such bid, should one materialise, would be welcomed by the Goodwin family or indeed ever be recommended but why would that stop someone like one of the big defence companies or some large engineering company from trying..

[arregius] 18/9/2023 12:55

On smoke sorry

[arregius] 18/9/2023 12:55

Maybe is getting discovered. Future looks bright, so its not going up smoke

[cfro] 18/9/2023 12:41

The share price showing extraordinary strength these last few months now and particularly the last few days where it actually rose even on ex-div day..

A string of small trades today seems like an institution accumulating but hard to tell. I wonder why the sudden excitement.

[arregius] 13/9/2023 12:52

https://x.com/arregius/status/1701934876251861079?s=61&t=wGr6gsbAdGULPaTyLF_gEA

[westofengland] 09/9/2023 16:34

Very good comment on Goodwin by Lord John Lee in this weekend's Finsncial Times 'Over my 60 year spell as an investor it has to be one of the very best companies I have held shares in'

[arregius] 05/9/2023 16:17

I keep averaging up here. Company has many opportunities to make substantial profit growths for many years to come. And valuation is good

[redartbmud] 29/8/2023 15:11

The rabbit is out of the hat.

RNS
GOODWIN PLC

Posting of the Directors' Report and Accounts

for the year ended 30th April, 2023

The Company's Directors' Report and Accounts for the year ended 30th April 2023 is now available on the Company's website at www.goodwin.co.uk/report-2023

The Report and Accounts will be submitted to the Financial Conduct Authority and will in due course be available for inspection at:

hxxps://data.fca.org.uk/#/nsm/nationalstoragemechanism

Copies have been sent to all shareholders and may also be obtained from the Company's Registered Office: Ivy House Foundry, Hanley, Stoke-on-Trent ST1 3NR.

red

[shanklin] 29/8/2023 09:33

Last year they were released 19-Aug, but the year before was 31-Aug.

[redartbmud] 29/8/2023 08:28

Mine hasn't arrived in the post to date.

red

[arregius] 29/8/2023 08:15

Annual report not ready?

[shanklin] 24/8/2023 13:17

An updated version also taking into account business developments since then would be good.

[cockerhoop] 24/8/2023 12:12

It's a good piece (I'm a big fan of Maynards reports) but rather limited in scope as it completely fails to mention the Refractory side of the business.

[shanklin] 24/8/2023 11:55

As it does not appear to have been posted here originally, thought I would leave this link to an excellent article by Maynard Paton from 2021