RE: Anyone interested in GHH?26 Sep 2018 14:06
Hi Saigon
I too have been invested in GHH for a very long time. Ironically, it was used at a "pump & dump" vehicle in the dotcom boom & bust period. Have you been involved for that long? In any event, I looked carefully at the company and retained my interest throughout the period. In fact I only sold out prior to the post-referendum fall - then bought back in at 835p, so I managed to get my timing right for once!
When Archie Gooch and his team were gradually replaced in the company I had a little nervousness, but the new executive management team have shown that they know what they're doing. I particularly like their selective buying which achieves their dual goals of moving up the value chain and strengthening their underweighted markets. However, I wish they'd balance this with a little more generosity in their dividends policy - but this really is only a minor gripe.
Like you, I have been perplexed by what seems a general lack of interest in this hidden gem of a company. Maybe there's a few more of us lurking on this BB just waiting for a post line yours?
ATB
LedZep