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4 trades @ 4.89 within a short time frame this morning, all showing as sells. Mine was a buy. What is the betting the other 3 were as well.
Getting below net asset value territory
Director buying sub 500p thinking I'll do likewise shortly..
£3m ebitda is quite significant given the reported margin for '23 was £5m. It seems they are having a real challenge turning a healthy order book into margin. They need a good few years, otherwise this SP is going to stick/slide.
For sure. But it appears to be a fairly mild one. I see the 20% SP drop as a buying opportunity.
Looks like profit warning too me
Depressing to read so much cxxp in the report about environmental responsibility and assorted ESG garbage, ie a literal abdication of duty to shareholders in favour of appeasing primary school children and those who brainwash them. Does anyone know who this Asian partner is? One just hopes they have not handed over our IP to the Chinese but they probbly haver done so in order to meet exciting net zero "obligations"...
I hope I am wrong but UK plc is so feeble these days one has come to expect the worst. Where are the captains of industry that once made our country wealthy and gave us a sense of pride?
Price moving up. Recovery happening. Good time to buy It think. Shortage of availability so price can increase a lot speedily. We have here, new CEO making a difference, improvements in production and order fulfillment, increasing margins and growth... What's not to like? Oh, and a dent dividend, low debt, and favourable markets.
Maybe it'll be reflected in the sp one day lol..
An excellent Company that will return Capital Growth and a Dividend.
Probably why it doesn't get much RI interest. Not risky enough or a stupid investment. ;-)
Alternatively, for those with a brain, it's about as close as you can get to a guaranteed return on AIM.
"Well Positioned In Structurally Growing Markets
Order Book Gives Us Good Visibility For Fy2024 And We Are Confident We Will Deliver Further Profitable Growth In Coming Year."
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The agenda featured a variety of speakers, from across the wider team, and engaging sessions covering a range of topics, including market trends, challenges, and opportunities within our core markets of Aerospace & Defence, Life Sciences, and Industrial & Telecom.
Are you ready to make a meaningful impact in the world of life-saving medical technology? G&H | ITL, an industry leader in the design, development, and manufacturing of medical devices, is expanding its team in Ashford, Kent.
We're looking for dedicated and motivated individuals to join us as:
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Recruitment drive at GHH Kent must be big orders to fill..
Trading ahead of expectations RNS released on Oct 3rd should see the GHH price fly on the FY results due date in a couple of weeks time. Cheap as chips just now and FTSE AIM in correction territory imho.
G&H | Kent has a rich history in the design and manufacture of high-quality sighting and observation systems in the UK. The result of G&H’s acquisition of Kent Periscopes in 2016, G&H | Kent is a world-class designer and manufacturer of unity vision periscopes, sights, driver vision aids, and related equipment and vision systems for armoured fighting vehicles (AFVs), including the British Army’s next-generation Challenger 3 and Ajax vehicles.
The world is moving to a war footing and defence companies are reaping the monetary rewards including ghh's aerospace and defence arm.
"One of our more recent investments has been Gooch & Housego (LSE: GHH), a leading manufacturer of photonics and electro-optics solutions selling to a blue-chip client base of healthcare, industrial and aerospace customers around the globe. The group’s end markets are growing strongly, and G&H is well-placed with unique capabilities in optical coatings and materials. Having historically been built up through mergers and acquisitions, the group recently appointed a new CEO, who is focusing on boosting margins significantly by integrating historic deals better. Today the stock is on an enterprise-value/sales (EV/sales) ratio of around one, compared with a ten-year average of 2.2. We feel the market is giving little credit to the growth and improvement potential in a group with world-leading intellectual property (IP)." Odyssean Investment Trust 12/10/23
A positive trading update and the selling continues?
Bit of a tree shake happening today
The new CEO is delivering.... orders getting shipped on time... holdups bottlenecks gone... debt down a little... it's early days but the green shoots are budding in my view. Important not to tarnish new management with the faults and mistakes of precedecors. This is a buy and hold for me. Topping up...
Excellent update. That made really good reading.
Another brilliant company unfairly bashed over the last couple of years. Very happy to hold and add if the market gets stupid(er than it already is)
Market needs to see improvements such as order delivery ramp up, better margins, integration of recently acquired companies. More patience from investors needed, new CEO can he deliver? I say yes so agree current price attractive.
Going to buy another 10,000 if goes sub 500p fingers crossed.
Gooch & Housego Plc is a photonics technology business, which researches, designs, engineers, and manufactures advanced photonic systems, components and instrumentation for applications in the Aerospace and Defence, Industrial, Life Sciences, and Scientific Research sectors. It operates through the following segments: Aerospace and Defence, Life Sciences/Bio-photonics, Industrial, and Corporate. The company was founded by Archibald William Charles Gooch and Leslie Housego in 1948 and is headquartered in Ilminster, the United Kingdom.
One of the best kept secrets of AIM in my humble opinion l.
The subject says it all.
BAE Systems has lifted its annual profit forecast as the war in Ukraine helped drive orders to a new record at Britain’s biggest defence company.
The company said on Wednesday that it had won £21.1bn of new orders in the first six months of the year, as governments stepped up their military spending. Its order backlog hit a record £66.2bn.
This will be reflected in the defence and aerospace arm of GHH in the future too.