Games Workshop Share Discussion Threads

[mozy123] 22/3/2017 14:02

Holy cow! Another DIVI!

[miti 1000] 22/3/2017 13:53

Why change a winning formula ??

[cfro] 22/3/2017 13:47

That's lovely then, another nice 25p divi to look forward to. :-)

It just baffles me as to why they they insist on surprising investors in this way and can't pay-out the divi's with the normal release of results like most companies do?

[nod] 19/3/2017 21:06

The warning covers GAW for all eventualities.North America is a big chunk of the business now with 100+ stores. N America Trade revenue is greater than UK and Europe combined.There are only a few months left in this financial year, so even a big currency movement will not likely have a major impact FY.Who knows what could happen though.We live in uncertain times.A major escalation between the Trump Government and [insert any country here] could see large currency movements.

[woozle1] 19/3/2017 11:47

they always say this

[panic investor] 18/3/2017 13:52

just researching these again.

Can somebody enlighten me on the following that was in the trading statement :

"the Board remains aware that there is some uncertainty in the trading periods ahead for the rest of the 2016/17 financial year. A further update will be given as appropriate."

is this to do with Brexit and the strength of the pound possibly or was there something else ?

[skirbell] 09/3/2017 09:11

The Fantasy range was never GW's cash cow, that's their 40k range. The Fantasy range suffered from complexity and high entry cost. The new AoS was radical and it isolated a few verterans but has likely sucked in a lot of newer players. It was coming under increasing competition anyway and needed a review. Simplicity and accessibility is the way that the industry has been heading.

40k is now being progressed and also needs some trimming down. Could be a progressive year for this product which should help drive further growth. It also has growing competition and needs to react to this.

GW have also taken on board a lot of comments regarding their transparency to their customer base. They are beginning to communicate more openly and are even attending the UK Games Expo this year, a big change for them. The board game division is also selling well, another area that is growing globally outside of GW, so good to tap into that market area as well.

[chrisatom] 09/3/2017 08:50

That said, I spoke to some veteran (50+) gamers who really like Sigma as it is easily accessible and you don't need to spend a huge amount of money building an Army. The younger players I spoke to had the same opinion, and they also added this makes a more level playing field as the person with the most skill can win, not just the biggest army (which translates to the person with the most money). All interesting stuff, I've been in since April last year and whilst I thought it was good for 20% or so, never expected anything like the rise it has had so quickly.

[nod] 09/3/2017 00:13

Yes, it was a bold move which alienated most of the veteran gamers.

[woozle1] 08/3/2017 10:28

We certainly are. There seems to be some real momentum in the business. I think Age of Sigmar has really invigorated Fantasy. I remember thinking that the End Times in Fantasy was a risk but it's really paid off.
W

[nod] 08/3/2017 00:15

Another good day for GAW.I believe we are at an all-time high now. The previous high was set in early January 2005.

[woozle1] 07/3/2017 12:51

Jan and Feb are not traditionally strong months for GAW. Things must be going v well

[oggyrocks] 07/3/2017 12:18

Love this share. Bought at 470. Had some cracking dividends in last year which reinvested in full.Amazing. Absolutely love it.

[essential] 07/3/2017 11:18

Finally bought into these today - stockopedia rank of 99 and strong technicals.

[nod] 06/3/2017 20:03

I hope Peel Hunt is correct :)That would be a 26% increase from today's close.

[robinnicolson] 06/3/2017 18:53

Peel Hunt raised their price target to 1150p from 1000p.

[cfro] 06/3/2017 17:32

Confirmed breakout on the chart.

[bruceylegs] 06/3/2017 16:15

I think the CEO buy was a divi reinvestment.

[interceptor2] 06/3/2017 15:57

Fat fingers on my phone cfro,.:-)

[cfro] 06/3/2017 15:55

Did you add twice Ic2?, ;-)

CEO also buying today. Only 733 shares though.

[killman2] 06/3/2017 14:02

Loved the recent dividend and the news keeps getting better and better....

[interceptor2] 06/3/2017 12:50

Added as soon as I spotted update. Don't think many investors have noticed yet.

[interceptor2] 06/3/2017 12:50

Added as soon as I spotted update. Don't think many investors have noticed yet.

[cfro] 06/3/2017 12:45

Excellent stuff, never expected a trading statement quite so soon.

[eezymunny] 06/3/2017 12:25

Yes, 80p/sh (ish!) has looked quite likely for some time...

The only mystery is why f/c's were still so low!