Goodwin Share Discussion Threads

[arregius] 18/4/2024 06:44

Very nice little run lately.Will indeed be interesting to learn more about pricing and margins from ducoya but i am expecting them to be really healthy

[gdjs100] 17/4/2024 20:58

Thanks, my mistake - Vespel is the significantly more expensive product I was thinking of.

[cockerhoop] 17/4/2024 20:19

PEEK sold for around £85/kg according to Victrex accounts, my understanding is Ducoya will be sold at a large multiple to that.

[gdjs100] 17/4/2024 11:07

I was under the impression that it was priced considerably cheaper than PEEK (at least initially to gain market share).

[c3479z] 17/4/2024 10:46

see polyimide resin outcompetes wonder material PEEK in some applications,
wonder how it compares on price?
share trending ahead
directors are buying additional small amounts for the next generation and spouses.

[arregius] 09/4/2024 07:31

New duvelco website is awesome

[arregius] 31/3/2024 09:03

Yes, indeed

[felix99] 28/3/2024 16:41

wowsa - directors bought nearly £500k of stock and they own over 50% as it is ? ?

Must be confident that new product is launching ok . that was my only reservation if it didnt move as quick a shareholders might hope - but if that was case they would wait to buy surely ?

[arregius] 27/3/2024 11:19

https://www.duvelco.com/We have a website finally.

[arregius] 22/3/2024 08:53

I dont know, but i hope stays here until i get the dividend back into the business

[garbetklb] 19/3/2024 14:05

I wonder who is selling - and why?

[skanjete2] 15/3/2024 07:00

These young guys way of reporting is really annoying.
They keep talking about the 10 birds in the sky instead of focussing on the bird in het hand...

Their communication about Easat over the last few years is almost laughable.

[cockerhoop] 27/2/2024 18:19

Trading Update - mid March.

[cfro] 27/2/2024 17:45

It's pretty obvious now that defense spending will be, and is being, increased not just here in the UK but all the NATO member countries where it is now a priority for all to get up to the minimum requirement of 2% of GDP..

With two major wars going on it is no wonder. We've had no updates on EASAT since Dec and full-year results are not until August. We may of course get a trading update before then that may tell us more on how the EASAT order is progressing but one would think that, or hope, that they must be closer, given all the above, to signing this multi-million pound order..

[arregius] 07/2/2024 07:43

https://x.com/arregius/status/1755134972640321817?s=61&t=wGr6gsbAdGULPaTyLF_gEA

[kneecaps2] 02/2/2024 11:47

I doubt it, there has been strong buying all week as investors begin to realize what a great company Goodwin is.

[coolen] 02/2/2024 11:21

Commenced with an uncrossing in the 8 am auction in a massive 5,000 shares. Wonder if that was a "fat thumb" that has left the market makers short ?

[arregius] 02/2/2024 10:59

Thats Some volume today. Anything out there?

[arregius] 31/1/2024 07:51

https://www.businessweekly.co.uk/news/academia-research/new-radar-cranfield-airport-enhance-safety-and-support-research

[arregius] 24/1/2024 08:29

All plant equipment has, as of August 2023, arrived on-site, as was scheduled. The Company is looking forward to generating material for sale and consumption within the first half of 2024. While it might take some time for customers to adopt this new material, the Board believes the potential for growth is substantial, all stemming from this initial manufacturing plant.During the development process, as stated in the previous year's Annual Report and Financial Statements, a significant discovery was made that will be utilised in the manufacturing process of our Polyimide polymer, enabling us to produce materials of identical chemistry to those of the market leader. By applying this discovery in our pilot process, we achieved an improvement in tensile mechanical properties by more than 20% under industry-standard tensile tests at260°C.

[arregius] 24/1/2024 08:29

IMHO market is around 600-900m.
I believe GDWN will slowly gain market share and duvelco its very promisins
“The Company is confident about the significance of its breakthrough in manufacturing its polyimide polymer. This process, which results in improved properties compared to other commercially available materials, is currently under patent application. This pending patent is likely to provide us with a protective moat for the next two decades, strengthening our market position.”

[someuwin] 22/1/2024 22:10

I've been buying in here and am intrigued by this new Duvelco polymers product, do we have any hints on end uses or market size?

[arregius] 18/1/2024 16:31

Illiquid as hell, Someone wanted out and someone bought cheap

[coolen] 18/1/2024 15:57

Thirty minutes ago, traded down at £48.50 !