Games Workshop Share Discussion Threads

[nod] 29/12/2016 00:45

Hi Chester, I have held, I still think they will reach 800 barring a financial crisis. I've been in and out of GAW since 2002. Got into them after my young son got involved and I was taking him to an indie store in Takapuna, New Zealand. LOTR was taking off.I did well timing my exit reasonably well a few years later. In 2008 I had high hopes for the online game AOR and the spin off store sales. My son and his mates thought it was excellent. EA bought the developer but then EA hit financial difficulty for a few years and would not invest in AOR. A real shame that - we could have been well over 1000p by now. I stayed in on the back of the restructuring effort. GAW has been good for trading, hitting 100p a few times then up to 850p with volatility in between.

[cockerhoop] 28/12/2016 20:15

Yes, the manager I spoke to also very positive regards the new CEO.

[woozle1] 28/12/2016 18:19

Kingston. Also Epsom has a new manager and looks much busier. The managers seem much happier with the new CEO and they are all going to get paid more, which also is good as it's been some time since they had a pay rise.

W

[cockerhoop] 28/12/2016 17:20

Woozle1,

Which is your local store? Is it single man operation? I had a fascinating 30 minutes chatting to the manager and a few customers in the Sheffield store recently.

[cfro] 28/12/2016 16:30

Added to my holding today.

Will be interesting to see how trading has been over Xmas when we find out in a couple of weeks.

[woozle1] 28/12/2016 16:25

I know that the manager at local GW has beaten his targets and is v happy! Age of Sigmar is gaining traction.
W

[argylerich] 28/12/2016 15:24

If it has been as good a Christmas as the Trading Statement was pointing too, then we could be looking at another Divi announcement in the 1st week on January fingers crossed.

[chester] 28/12/2016 15:16

Nod - Well done if you've kept your position here since you opened this thread.

[woozle1] 18/12/2016 13:18

I think that they will. There are plenty of income funds to absorb this and, especially now that there's the prospect of growth. W

[mozy123] 14/12/2016 11:20

Lets see if phoenix hit this rise with more unloads - wonder who is on the other side accumulating...

[nod] 14/12/2016 01:02

Sorry, that should read 9th December not 1st.

[nod] 14/12/2016 01:00

After the 1st December transaction Phoenix still had 949,000 shares. We don't know whether they are continuing to exit. If they are, that's still a large overhang given the average daily volume here is below 50k (over the long term). Volumes have improved which is promising.All the structural and product changes over the past three years seems to be improving the bottom line at long last.

[mozy123] 13/12/2016 22:04

Age of sigmar i would have thought.

[cockerhoop] 13/12/2016 17:17

Interceptor2,

Completely agree.

They actually had a disappointing December last year so the comparables are pretty soft. I'm very interested in what's driving H1 growth, they've said Sales,FX and royalty all up but not the respective quantum's.

[interceptor2] 13/12/2016 16:53

Bought in here today after watching closely since the last positive trading update. I agree with comments here that the overhang could have been more or less removed now.

Christmas trading will be important, which is perhaps why they issued a slight word of caution at the end of the last two ahead trading updates. Fortunately they are due to release interim results on 10th January, which is likely to comment on Christmas trading.

A strong Christmas update to add to the already increased sales and profits, plus FX benefits would be a rather powerful catalyst.

[mozy123] 13/12/2016 16:30

Agreed - every time the share price rises pheonix have been offloading.

Could really motor now the 57.9p eps is pencilled in.

[woozle1] 13/12/2016 15:38

Once the overhang is out of the way, the share price should start heading North

[cockerhoop] 13/12/2016 13:55

Phoenix went below 3% on the 9th Dec, will no longer report so could have sold further since then.

[cockerhoop] 12/12/2016 08:00

Should add that PH have increased 2017 EPS F/C from 44.7p to 57.9p. Looks conservative.

[nod] 12/12/2016 05:26

Games Workshop Group PLC (LON:GAW) had its price target hoisted by Peel Hunt from GBX 680 to GBX 800 in a research report report published on Thursday. Peel Hunt currently has a buy rating on the stock.Shares of Games Workshop Group PLC (LON:GAW) opened at 635.75 on Thursday. The firm's market cap is GBX 204.20 million. Games Workshop Group PLC has a 12-month low of GBX 420.00 and a 12-month high of GBX 640.00. The firm has a 50-day moving average price of GBX 569.13 and a 200-day moving average price of GBX 517.56.The firm also recently announced a dividend, which was paid on Friday, December 2nd. Shareholders of record on Thursday, October 27th were given a GBX 25 dividend. This represents a dividend yield of 4.57%. The ex-dividend date was Thursday, October 27th.

[woozle1] 09/12/2016 19:25

Cycled past the GW in Epsom that has always looked a tip and glad to say that there must be a new manager as it was transformed

[woozle1] 06/12/2016 17:26

Phoenix have been exiting this for a while. Growth and propective 10% yield should help them find buyers.
W

[mozy123] 06/12/2016 14:47

Moving on up!

[nod] 05/12/2016 20:10

Phoenix still selling which is a surprise given the positive news. It's perhaps driven by a higher level strategy on the sector e.g. reduce retail investments.Spare a thought for Legal and General who sold out at the three year low in June.

[mozy123] 02/12/2016 13:51

Tax - rubbish invention!