Goodwin Share Discussion Threads

[janeann] 13/8/2024 12:25

why the fall at GDWN?

[arregius] 08/8/2024 15:33

This is about future revenues where all pointing to accellerated growth

[joshuam] 08/8/2024 07:37

Trombone keep going with your balanced views, uptick

[trombone_89] 08/8/2024 07:01

He had £202M of revenue for last year not the £191M they actually did which was an enormous second half miss

They actually did £93.4M in the second half and he was expecting £104.4M an 11% miss

35x pe and 84x fcf companies do not miss by 11%

[jaf111] 08/8/2024 05:35

The bull case was very well laid out by Alex Sweet….refer back to post 1463 for link

[trombone_89] 07/8/2024 20:49

I am waiting for someone to tell me why 84 times free cash flow, which may actually be one of the highest valuations in all of Europe, is not horrendously overvalued

Give me the bull view

It's amazing all these years and years of investors refuses to actually engage on why this is a buy when I'm the one pointing out 84x free cash flow, 35x pe

Investors could really find themselves in trouble here if this trades down to 20x pe which many would say is a reasonable premium industrial valuation level not 35x

[redartbmud] 07/8/2024 20:16

Until today the loony had made only 13 posts.
Seasoned investor??
Don't feed the troll.


red

[c3479z] 07/8/2024 19:45

Trombone

7 posts today all saying much the same thing
if you're so convinced of the bear case, go ahead and sell/short the stock unless you're trying to talk the stock down deliberately to purchase at an advantageous price.

[trombone_89] 07/8/2024 17:18

£7M Free CF against £587M MKTVAL

84 times free cash flow. Literally laughing that an old school Stoke business is on 84 times free cash flow.

Pure insanity

"oh but the future, new products, duvelco!"

3% revenue growth, order figure down on august

Jam
Tomorrow
Turns
To
Sorrow

[kneecaps2] 07/8/2024 09:35

Trombone you are out of tune and obviously need a brain transplant. Please short them down to your £50 so I can add to the 6% i have held for years and years.

[melton john] 07/8/2024 09:10

I think he should put a sock in it.

[cfro] 07/8/2024 08:52

Think there are some bum notes blowing out of that trombone lol..

[trombone_89] 07/8/2024 07:14

Play the man not the point this is one of the most expensive uk stocks that just reported 3% revenue growth and order book down on August

Goodwin is red today like your name and I think a lot more RED to come



Hedge fund Millennium International Management LP are short here
0.52%

[redartbmud] 07/8/2024 06:54

Trombone.
Who or what has upset your equilibium?
Think you should seek urgent medical advice.

red

[trombone_89] 07/8/2024 06:43

Even microsoft this year is only on 31x pe LOL more expensive than Microsoft?

[trombone_89] 07/8/2024 06:37

nice cope

3% revenue growth and you want to put it on a pe of more than 35x. DOWN order book buy you want to put it on a pe of more than 35x

give me some of whatever you're eating for breakfast. Why is nobody shorting this is it too hard to?

[cfro] 07/8/2024 06:35

It deserves to be on a much higher pe with these super results imo..

Everywhere you turn it's good news after good news here. Easat and Dulveco they sound ultra-bullish on and it's just mind-blowing what could be achieved in these two companies alone over the next few years.

16% increase in the dividend too..

[trombone_89] 07/8/2024 06:33

its on 35x pe and just did 3% revenue growth and the order book is down on august

So overvalued man stampede for the exit i think

[c3479z] 07/8/2024 06:32

results look good, should be further progress this year on their multi-year opportunities, potential of Duvelco to add significantly, in years to come, maybe.

[trombone_89] 07/8/2024 06:22

why the hell is this on 35x pe. Every chance of timberrrrring today. Target 5000

[c3479z] 03/8/2024 08:07

nasty fall among the carnage elsewhere on Friday
results perhaps next week ?Thursday or Friday?
any progress at Easat, Duvelco (early days), major defence contracts, renewable installations will be scrutinised.

[edwards9] 03/7/2024 17:07

Goodwin to enter FTSE250 on 8/July 2024hTtps://wWw.londonstockexchange.com/news-article/market-news/smurfit-kappa-group-update/16551719

[garbetklb] 28/6/2024 19:03

Blackhorse - you posted this message (or v similar) on boards for 41 companies today....... You must have been v busy selling & buying.........

[blackhorse23] 28/6/2024 10:44

Switched to RNK [better change to capital gains] 4 brokers issued strong BUY