Goodwin Share Discussion Threads

[shanklin] 29/4/2024 08:07

If investors haven't got £70, they probably shouldn't be buying shares

[arregius] 29/4/2024 07:25

Ftse all share by june and if stays above 70£ it might enter ftse 250 yes

[arregius] 29/4/2024 07:24

I dont think gdwn needs a split. Look what share price has done longterm, without it... patience and execution

[cockerhoop] 28/4/2024 19:31

I'm hearing from 'the kids on the street' that GDWN's liquidity is such that it'll be included in the FTSE All-Share at the next evaluation (it had been excluded on liquidity grounds previously) and that indeed it is a potential candidate for the inclusion in the FTSE 250 if the share price stays starting with a 7 at the end of May.

[kneecaps2] 28/4/2024 16:54

Unfortunately Alexis to get into the FTSE250 the rules state shares must have reasonable liquidity and I would therefore be surprised if Goodwin qualified! The next change in the constituents of the FTSE250 is June.

[alexisk] 28/4/2024 16:14

I am wondering whether Goodwin is a candidate to be promoted soon to the FTSE250 index.

According to Sharecast website, Goodwin's market cap is now around £488m, and there are currently about 12 companies in FTSE250 with a market cap less than that.

Might account for some of the recent buying interest/share price rise?

[kneecaps2] 28/4/2024 09:19

I agree Goodwin is very illiquid and have suggested to the directors on numerous occasions that they should have a share split. I believe there would be far more interest in this superb company if this happened and would help Goodwin long term.

[arregius] 28/4/2024 06:43

I guess investors are realizing the longterm potential of the many growth fronts the company has going forward... and agree, this is illiquid, both sides

[arregius] 28/4/2024 06:41

Its not advertising, just sharing my thoughts, i am a humble piece of love ajajja

[westofengland] 27/4/2024 08:52

Its a concentrated share register with, to the best of my knowledge, no instititions. The tender at 48 pounds a year ago meant that trading or loose shareholders have exited.

When new buyers appear, there are no natural sellers hence the price goes up

[redartbmud] 27/4/2024 08:40

Arrrrrrrregius

Thanks for sharing your personal advertising page on X (formerly TwitsIbc) with us.
Perhaps you would care to offer an unadulterated version, as a simple, honest investor?

red

[bareknee] 26/4/2024 21:47

Well, I reduced my holding here at £59, so I'm currently sat in the dunces' chair !

[c3479z] 26/4/2024 20:08

wonder if this is Duvelco excitement, AVD, Castings or orders for Easat related or a combination or just overexuberance?

[kneecaps2] 26/4/2024 16:25

You cannot keep a good stock down. Now trading @£70

[arregius] 23/4/2024 08:02

Exited about whats to comehttps://x.com/arregius/status/1782665985750618564?s=61&t=wGr6gsbAdGULPaTyLF_gEA

[arregius] 20/4/2024 06:35

Added some yesterday

[arregius] 19/4/2024 13:09

Quite some interest here lately

[cockerhoop] 18/4/2024 08:19

Vespel SP-21 (with 15% graphite) is priced at around 5000 USD per kilo.

I used a 12.7cm x 12.7cm x 0.8cm sheet which weighs around 200 grams and is sold for 1150 USD at Boedeker.

So plenty of potential to undercut on price and still achieve great margins.

[cockerhoop] 18/4/2024 08:12

Vespel SP-21 (with 15% graphite) is more expensive at around 6000 USD for a 1.25x 38 inch rod.

Gdwn appear to offer 3 formulations GO01, GO21 (15% graphite) & GO22 (40% graphite) which match up against Dupont Vespel products SP-1, SP-21 (15% graphite), SP-22 (40% graphite).

[cockerhoop] 18/4/2024 07:57

Same 9x1 inch rod is 850USD at BOEDEKER Plastics so half price on ebay.

[cockerhoop] 18/4/2024 07:50

Even Vespel offcuts go for decent money on ebay (9 x 1 inch rod) for 400USD.

[arregius] 18/4/2024 07:44

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 21:58

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

[cockerhoop] 17/4/2024 21:19

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 12:07

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