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Rhomboid1🇺🇦
Rhomboid1🇺🇦 @rhomboid1MF ·
It’s Saturday…I’ve had a steak supper..and my thoughts turn to volatility..mainly because my paper net worth ~ halved this week & it feels appropriate to dwell on that. I run an insanely concentrated portfolio…basically 80%* #GDWN on Monday this RNS landed investegate.co.uk/announcement/r… Confirming they’d doubled profits YoY …but with a smorgasbord of additional negatives that implied bad stuff potentially occurring I believe that was intended as a nudge that perhaps the valuation was a touch giddy…& I always appreciate a mgt team that wants to soft pedal stuff ..the market reacted inappropriately imho I remain embarrassingly over weight in what I believe to be one of the best growth stories listed on the LSE *prevously 90% PPS I’m back at September 2025 Portfolio Value
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John
John @F15JCM ·
⬆️0.4% this week ⬇️9.2% YTD 💰0.1% A handful of performers leaving me with an improbable gain* for the week 😀 Fortunately, I suspect those who hold both #GDWN & #BUR are few in number *falls off chair and collapses on floohw
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Unai Arregui
Unai Arregui @Arregius ·
#GDWN Super worried about the loss tender recently announced…
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Mark Radcliffe
Mark Radcliffe @MarkRadcliffe44 ·
#gdwn the only share I now own and at 1195p I'll take a smidgen ...
Mark Radcliffe Mark Radcliffe @MarkRadcliffe44 ·
To be honest I think it will take a stock market crash of epic proportions for #gdwn to fill the gap left at 15400p. It shall remain on my watch list infinitum otherwise as a reminder.
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AChhoy
AChhoy @a_chhoy ·
Replying to @a_chhoy
The Accumulation Strategy & Thesis Summary Accumulation strategy: > Not going in all at once > Pyramiding in a few tranches as business risks dissipates, and technical charts start trending in the right direction again. Thesis summary: > Goodwin Plc ( $GDWN.L / #GDWN ) is a 130-year old family-run precision engineering business serving nuclear, defence, and LNG markets globally > It just reported it’s most profitable year in recorded history > It’s largest ever contract - sole supplier to Northrop Grumman for US submarine programs with $200m+ is entirely intact (for now) > It is trading at 14x PBT (FY26 guided) after a single session 48% collapse driven by forced selling into a micro-float vacuum 48% single-day collapse on a business that hasn’t lost money in a decade, with a family that owns 54%, that retired shares in 2025 at attractive prices and also paid a special dividend. Calling current and previous $GDWN.L / #GDWN investors, and anyone who knows this business better than I do: > Where is this thesis wrong? > What critical risks have I overlooked? > What’s the upside I’ve underplayed? > What does the short case look like?
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alice
alice @Mad_Hatter2024 ·
Replying to @Mad_Hatter2024
#GDWN chart suggest some overhead resistance now - remember it's just a chart so you fundamentalists can ignore it
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immi
immi @immi_croissant ·
#GDWN Topped up just now - as difficult calling bottom but it’s a great opportunity. An average up from £119
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Unai Arregui
Unai Arregui @Arregius ·
#GDWN @DucoyaUK keep strengthening their team of top industry veterans. Another experienced ex dupont veteran headhunted Revenues might be delayed, the story is intact
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