Sharesify podcast 25 March 2026:
In the latest edition the team chat JPMorgan Claverhouse, Personal Group, Luceco, Volex, Goodwin, Applied Nutrition and Kingfisher.
#JCH $JCH #PGH $PGH #LUCE $LUCE #VLX $VLX #GDWN $GDWN #KGF $KGF
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Trying telling that to John Ridley who spent around £75k-£100k accumulating nearly 7% of #GDWN in the late 80's, early 90's and held continuously with the holding being worth around £120m yesterday prior to the update. 😉
Goodwin #GDWN
Share Price 12,000p (-47%)
My commiseratio LT Holders on today's shock trading update.
Orders delayed (not cancelled), tender losses to competitors, and possible dividend rethink.
A rethink by market on its premium valuation. The high p/e unlikely ever to be regained.
No Position.
Goodwin tumbles on lost tenders:
Shares slide almost 40% on lost revenue and potential timing issues, leading to a review of the dividend policy.
#GDWN $GDWN
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I'm bullish on #GDWN (and hold in size) but the pitch was outrageous.
'Fwd PE of 15' - Even PH picked him up on this causing him to start blathering.
'Duvelco to be more profit than all the other divisions put together' - The Ch has said they believe in time it could become their largest.......
I can understand why you've doubled NCI but they are related to EASAT & the overseas casting powders business which haven't been the drivers of the FY26's growth. They guided trading PBT would be 'in excess' of £71m. I'm guessing it'll be closer to £80m than £71m. #GDWN
#GDWN H1 Results.
Its pleasing to see the apprentices getting a shout out. This is locally so over-subscribed with applicants every year. Its quite a process to get accepted.
I've had a look at the #GDWN #GOODWIN trading update where they say Profit Before Tax will be £71M and I've done some calculations to work out valuation. If I've worked it out incorrectly please let me have your feedback
#GDWN - Share Sale
Goodwin family have sold 1.6% of shares in the business to institutional share holders.
That's a c£27m haul for the family.
#GDWN 🆙+8%✅ £235.50✅
$GDWN shares are 🆙+251%✅in the last 6 months.
As regularly discussed on the #TwinPetesInvesting podcast & again in the latest episode, the UK stock market has plenty of quality stocks😊👍
Congratulations to all $GDWN.L shareholders😊👍.
🔥 #TWINPETESINVESTING #Podcast 165: Winning investments with global exposure #GDWN #PEEL $MSFT #GATC $BEAN #ATYM $NVDA OpenAi $AAPL $AMZN Psychology of selling, Menphys Charity www.conkers3.com/twin-petes-i...
youtu.be/pdZcl0ojLNo?...
open.spotify.com/episode/3xNR...
audioboom.com/posts/879811...
#GDWN 🆙+27%✅ £197.50✅
🙂Congratulations to #ALL $GDWN shareholders🍫🍻🥂
MT @1james1n1.bsky.social
✅Holders to "expect a material increase in the Group's profitability"
✅Trading PBT for FY26 to be £71m+, up 100% vs PY.
✅Special dividend of £5.32 p/s
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#GDWN - Staggeringly good update, ahead of even the most bullish expectations of the 'Stoke on Trent cult' 😂
Looks like we're approaching 700p EPS (trading profit basis) for FY26 with no contribution from what they expect to be their 'largest & most profitable division' 🤯
#GDWN TU. What a great statement and possibly the only positive use of the word “However” Ive seen. 100% increase in profit and a Special Dividend of 532p.
#GDWN 🆙+17%✅ £131.50✅
MT Proactive_x $GDWN Goodwin surges on $NOC Northrop Grumman submarine contract orders tinyurl.com/29482qoe @olihaillbiz.bsky.social
Back from my holiday to a pf ATH, +1.1%wk, 16.3%ytd
#GDWN, #HSBA & #BRWM all 😀
#SQZ, which I should have dumped a long time ago😠
Back to work on Monday with a few extra kgs due to lots of lovely French 🧀🥩&🍷that needs shifting 😢
Happy weekends all 🍻
🌟 #TWINPETESINVESTING 160 NOW LIVE 🌟
Tune in to hear @conkers3.bsky.social and I explore investing strategies for winning in any market with a live showcase of the ShareScope platform at the Investor Summit
Shares discussed include #GDWN #GAW #AJB #TAM and more
www.youtube.com/watch?v=3QfH...
🔥 #TWINPETESINVESTING #Podcast 160: Recorded LIVE at the inaugural Investor Summit 🌟. 'Investing strategies for winning in any market'. Stocks include: #Rheinmetall #BAB #GAW #AJB #GDWN #TAM #CWK #STX #FTC
www.conkers3.com/twin-petes-i...
open.spotify.com/episode/5Wnq...
youtu.be/3QfH3-wmTr4?...
imo the family will never cede control and there's a long term PI who holds 7% so the free float will always be restricted. They won't need to raise to expand as the US DoD is funding future Capex 👀 #GDWN
......but can be really tight on occasions (if patient). Not sure it'll ever provide a consistent liquidity a trader requires but certainly it does get played on technical grounds by hedge funds due to it's illiquidity (e.g.stock shortage around index inclusion etc) #GDWN
Whilst it's always been clear when meeting management how bullish they are about the Duvelco business, today they have spelt it out for the market that they expect it to be the most profitable division which is quite some claim when Mech Eng is going gangbusters #GDWN
I do think it's one of the UK's few really special businesses. The FCF improvement is largely due to increased contract liabilities (customer advances). This trend could continue as the proportion of US Naval contracts ramp up. #GDWN
I know there are no forecasts in the market but #GDWN is far from inline 😉
#GDWN FY results. PBT +47% on Revenue +15% and 111% Divi increase and increased future policy. Fantastically detailed report to which justice cannot be done here. 👏
My current portfolio consists of the following six companies only:-
#CNC
#FTC
#GAW
#GDWN
#MNG
#MSI
Also ~1% cash
