Goodwin Share Discussion Threads

[bareknee] 25/5/2024 13:55

cfro

It's not new, we've been the majority shareholder for years, though we did become sole shareholder fairly recently.

Looking at it's accounts at doesn't make me think you've missed very much by being unaware of it.

I suspect it's one of those types of subsidiaries that lots of companies seem to have where it doesn't really make much sense, so you just scratch your head a bit and move on.

[cfro] 25/5/2024 12:47

In the Sunday Times rich list publication from last weekend i saw that they had Tim Goodwin at no. 12 in the 40yo and under category with total wealth of £245m..

I am not sure how they exactly came about that figure as the shareholdings are spread across the family and generations..

Just an aside, i was looking through all their various divisions recently and came across "Internet Central"
I can't say that i had ever seen this mentioned in any of their communications to investors in all the time i have been invested here. Is this a new division? Anybody else know anything about this one?

[arregius] 07/5/2024 05:39

Check that. Very interesting. New 4m investment next to noreva to turbocharge duvelcos operations

[arregius] 06/5/2024 06:47

https://armaturen-welt.de/noreva-investiert-in-zweites-produktfeld-in-monchengladbach/

[shanklin] 29/4/2024 07:07

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

[arregius] 29/4/2024 06:25

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

[arregius] 29/4/2024 06:24

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

[cockerhoop] 28/4/2024 18:31

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 15:54

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 15:14

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 08:19

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 05:43

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 05:41

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

[westofengland] 27/4/2024 07:52

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 07:40

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 20:47

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

[c3479z] 26/4/2024 19:08

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

[kneecaps2] 26/4/2024 15:25

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

[arregius] 23/4/2024 07:02

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

[arregius] 20/4/2024 05:35

Added some yesterday

[arregius] 19/4/2024 12:09

Quite some interest here lately

[cockerhoop] 18/4/2024 07:19

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 07:12

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 06:57

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

[cockerhoop] 18/4/2024 06:50

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