Buy
Sell
Share Name Share Symbol Market Type Share ISIN Share Description
Codemasters Group Holdings Plc LSE:CDM London Ordinary Share GB00BFWZ2G72 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  2.50 0.62% 402.50 400.00 405.00 402.50 400.00 402.50 414,592 08:00:11
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Leisure Goods 76.0 12.2 8.1 49.7 613

Codemasters Share Discussion Threads

Showing 476 to 499 of 500 messages
Chat Pages: 20  19  18  17  16  15  14  13  12  11  10  9  Older
DateSubjectAuthorDiscuss
21/10/2020
07:54
Hopefully the 400p level will hold and form the new base camp for the next leg up. At least 20% cheaper than UK peers hoefully means an assault towards 500p by the year end.
jurgenklopp
09/10/2020
23:36
Finally some serous ad revenue for codies Https://twitter.com/upto2m/status/1314660478967316481?s=21
lukehold
09/10/2020
12:26
All good points, Wilmdav, thanks. I prefer TM17 in this sector, and I think it deserves its higher rating. However I do still see some decent upside in CDM at current levels.
madmix
09/10/2020
10:37
Madmix, Many thanks for that. With regard to PER, I did note that their calculation of adjusted eps is unusual. Adjusted net income, from which the calculation is made, is derived from adjusted EBITDA not adjusted operating/pre-tax profit, hence adj eps is inflated by the adding back of £2.2m of depreciation (1.5p). That is small beer when comparing a PER of 20 with 35-40. However CDM has burned large quantities of cash during the past 2 accounting years, £48.6m in purchase or development of intangible assets as well as £16.2m toward the acquisition of SMS. £35m of this has come from share issues. That could be weighing down on the PER somewhat.
wilmdav
09/10/2020
09:32
CDM current year PER could be under 20 following the H1 trading statement. Most others in the sector are trading in the 35-50 PER range.
madmix
09/10/2020
09:31
Wilmdav, I think there's a high likelihood of forecasts being beaten. "Broker Shore capital said although it had already upgraded its full-year forecasts for revenues and EBITDA following the August update to £120 million and £29 million respectively, ‘we expect the company to positively benefit from the key promotion period (CY Q4) and if current trading conditions and increased digital sales continue for Codemasters, we believe our forecasts will be too light and therefore upgrades could be likely.’"
madmix
09/10/2020
08:42
I am new to this stock, my attention having been grabbed by the expectation of £80.5m revenue in H1 as compared to Sharepad's current consensus forecast of £118.1m for the full year. Am I being naive in assuming there will be a significant upgrade?
wilmdav
07/10/2020
11:58
Codemasters' valuation continues to remain modest compared to AIM peers. Investor's Champion's in-depth report highlights its attractions and key areas of concern.
energeticbacker
07/10/2020
09:38
Looking good!
gswredland
07/10/2020
09:31
Fantastic half year results upto 30th Sep 2020. 6 months Revenue of 80.5m against 39.8m for the same period in 2019. This half year revenue also exceeds last year’s full year revenue which was 76m. In this period they have also paid off the last 0.8m of debt that they used to buy slightly mad studios and now have 49.8m in cash up from 24.8m in March. This is equivalent to 32p per share.
coppertrader
07/10/2020
08:22
This is either going to new highs or it’s a head and shoulders forming with a move to 300 - 320 Unclear
john09
07/10/2020
07:43
Shaking those stops now.
babbler
07/10/2020
07:08
Yep I’m in profit bought a week or two too early. Let’s see if it makes new highs
john09
07/10/2020
06:55
Sparkling update this morning. Should smash revenue forecasts this year having doubled sales y on y.
mauricemonkey
30/9/2020
20:57
2 major institutional investors selling too judging by RNS this week. HSBC now below the threshold. Be good for them both to clear
john09
30/9/2020
15:14
Agree with rm77 The acquisition is definitely not based on the quality of these new releases. I imagine CDM have every confidence they can make the next release of each a great deal better. Surely it’s all about being the dominant player in racing games.
shanklin
30/9/2020
15:05
Yes those 2 games don't seem particularly impressive, but I think the acquisition gives them other valuable things - around 100 developers and additional expertise in the racing genre. This should further establish their lead in this area and increase barriers to entry. The franchises themselves could also be improved for future versions.
riverman77
30/9/2020
14:46
Gamers not impressed with Fast & Furious or Project CARS 3. It seems the first two releases by Slightly Mad Studios under the Codemasters label are a bit of a car crash (excuse the pun). I've trimmed my position in trusty old Codies, few thoughts here... hxxps://riverotter.co.uk/2020/09/30/slightly-mad-car-crash-at-codemasters/
riverotter
30/9/2020
13:05
Yep. Unduly weak over here. Look at FDEV too flying
john09
30/9/2020
12:18
Good results from Sumo
nw99
24/9/2020
10:25
hTTps://www.gamesindustry.biz/articles/2020-09-16-codemasters-it-would-be-naive-to-think-costs-remain-the-same-on-next-gen
podgyted
23/9/2020
12:46
3% of the company traded today
john09
23/9/2020
12:40
Yeo could be due the next leg up if we start to head to £4 again
john09
23/9/2020
12:18
Hefty volume day here. 5.7m and counting ..... Interims were on 9th Oct last year.
wildchild
Chat Pages: 20  19  18  17  16  15  14  13  12  11  10  9  Older
ADVFN Advertorial
Your Recent History
LSE
CDM
Codemaster..
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20201027 04:00:36