Keywords Studios Share Discussion Threads

[saucepan] 13/9/2016 16:45

sophiegb: thanks for the link.

[sophiegb] 13/9/2016 15:23

Proactive Investors is here:

[saucepan] 13/9/2016 13:42

Some very large transactions today. I suspect they will lead to a revelation of who has been buying and selling. With price being up, I hope that means demand still exceeds supply.

[rivaldo] 13/9/2016 12:07

Indeed - and Numis have similarly increased today to 475p (from 390p):

[luckymouse] 13/9/2016 10:14

that's a big raise

[rivaldo] 13/9/2016 09:23

Finncap say Buy today and have increased their target price to 475p (from 334p):

[cfro] 13/9/2016 08:27

Also very pleased with these results. The rating is high but as rivaldo says 'deservedly so'.

[bamboo2] 13/9/2016 07:58

Chart patterns suggest that this will add around 10%

[rivaldo] 13/9/2016 07:41

Indeed Saucepan - terrific results. This is a company to just hold and hold imo.

Great to see that the usual H2 weighting shifted so much this year - hopefully this is the start of a trend towards more even weighting.

Key to the outlook for this year is that the CEO specifically says the Group's performance in the first EIGHT months has been strong, not just the first six months:

"the Group's strong performance in the first eight months of the year gives us confidence in delivering against our expectations for the full year"

KWS are now on a premium rating, but deservedly so. The question is, how high can it go?

[saucepan] 13/9/2016 07:32

Fabulous results and what an exemplar they are in terms of straightforward English, detail, and clarity. Well done KWS.

Economies and opportunities of scale, including increased margins, shine through. Virtual and augmented reality gaming is going to be the next big thing and KWS looks beautifully set up to be a dominant service provider. All of this is only going to be further strengthened in view of the "strong acquisition pipeline" - very exciting.

[bigbigdave] 13/9/2016 07:11

Very Nice...........

Andrew Day, Chief Executive of Keywords Studios, commented:

"The Group has delivered a first half performance comfortably ahead of our expectations, driven by good organic growth, but also substantially complemented by acquisitions which have further extended our service offering, market penetration and geographic reach.

"The Group's strong trading in the first eight months of the year means that we do not expect this year to be characterised by the typical weighting towards the second half. This performance gives us increased confidence in delivering against our expectations for the full year.

"We look forward to continuing to develop the business both organically, by extending relationships with many of our existing major games clients, and by acquisition, as we continue to review selective opportunities that could further extend our service offering or market penetration.

[bamboo2] 13/9/2016 07:11

Andrew Day, Chief Executive of Keywords Studios, commented:

"The Group has delivered a first half performance comfortably ahead of our expectations, driven by good organic growth, but also substantially complemented by acquisitions which have further extended our service offering, market penetration and geographic reach.

"The Group's strong trading in the first eight months of the year means that we do not expect this year to be characterised by the typical weighting towards the second half. This performance gives us increased confidence in delivering against our expectations for the full year.

"We look forward to continuing to develop the business both organically, by extending relationships with many of our existing major games clients, and by acquisition, as we continue to review selective opportunities that could further extend our service offering or market penetration."

A presentation of the half rear results will be made to analysts later this morning at MHP's offices. To register to attend, please contact Ollie Hoare at MHP Communications on 020 3128 8771.

[cfro] 09/9/2016 14:39

When you climb a mountain, you have to stop for breath on occasion.

[bigbigdave] 09/9/2016 11:04

Looks like 4 quid may be the point for a breather for now.

[luckymouse] 07/9/2016 16:16

Last leg to target is often a dash because it becomes obvious its pretty much nailed on

[rivaldo] 07/9/2016 16:14

Volumes are relatively light, and every trade today except one has been an O trade, which suggests a surge of PI buying more than anything else in my experience. Maybe a tip somewhere, though I haven't seen one.

[saucepan] 07/9/2016 13:52

Having followed KWS for a long time, I do agree, it is unusual price behaviour. Perhaps just strong institutional demand for stock?

[nurdin] 07/9/2016 12:34

What is causing this rise I wonder.Perhaps expectation of a major acquisition?

[cormask] 07/9/2016 10:15

Thats what i thought but now seems to have disappeared?

[bigbigdave] 07/9/2016 10:14

400k buy just gone through.

[interceptor2] 07/9/2016 08:32

Mid price 400p now and still buying pressure, will be interesting to observe re-action now. :o)

[rivaldo] 07/9/2016 08:24

Buyers paying above 400p for the first time now....lovely stuff.

[saucepan] 07/9/2016 08:20

Indeed, looking very strong and under accumulation I suspect.

[bigbigdave] 07/9/2016 08:19

I'd say mm's short of stock here, moving up on minimal volume. Which is nice :o)

[bamboo2] 06/9/2016 21:36

If the share price can manage an eod close above the upper trendline, there's a potential target of approx 436 from this INVH&S, marked in green.