Codemasters Share Discussion Threads

[mark4231] 10/3/2020 14:39

FDEV (which I hold) have announced a tie up with F1 for an F1 management game, 2022 to 2025. I suspect that is the cause of CDM's (which I don't hold) fall today. If that is so, I think that is silly as CDM's F1 games are very different to the planned FDEV games. Great for FDEV but I don't think it is a negative for CDM.

[nateroyd] 10/3/2020 14:35

Just thinking the same mate

[capitalist] 10/3/2020 14:27

Pondering why CDM is going down when the rest of the market is going up. Am I missing something?

[johndoe23] 28/2/2020 18:06

You were saying?

[volsung] 28/2/2020 10:36

Famous last words

[johndoe23] 26/2/2020 14:57

Yes, gas bounced back nicely already

[hostman] 26/2/2020 14:44

It had resisted the wider market falls in recent days, will bounce back again.

[johndoe23] 26/2/2020 09:36

This had to slide at some point. Patience required now...

[metis20] 25/2/2020 17:40

Today Peel Hunt lifts target from 310p to 375p

Liberum Capital increased to 370p in November

Berenberg increased to 380p in December

[cheshire pete] 25/2/2020 15:59

Hardly budged last couple of days despite virus spread compared to FTSE100 shares down 2,3,4% or more. Video games the sort of thing people could turn to if isolated or in quarantine, once bored with TV and usual stuff that is.

[rafieh] 25/2/2020 12:05

....and someone is happy to gobble them up. The share price holding up very well despite the market route yesterday.

[johndoe23] 25/2/2020 11:52

Big sells this morning, maybe a director or institution selling down?

[cheshire pete] 20/2/2020 15:51

chooo chooo.

[rafieh] 20/2/2020 11:26

No John. With this share, one wouldn't need level 2!:-)

[johndoe23] 20/2/2020 11:18

You have level 2?

[rafieh] 20/2/2020 10:42

Here we go. The train is leaving the station...

[rafieh] 20/2/2020 10:14

...and some more large trades today. This thing should start moving up pretty soon.

[rafieh] 19/2/2020 10:28

Large trades hitting the terminal again. Upward journey will hopefully be resumed after the seller has finished.

[investing2retire] 11/2/2020 20:53

Bought at 298p and targeting 350-375p. Look cheap and profits are rising and no debt in the co.

[cheshire pete] 11/2/2020 18:01

On board before Xmas and topped up since. Enjoying the ride.

[ilovefrogs] 11/2/2020 11:20

It's on about half the valuation of other gaming companies, with the surety of the F1 franchise, plus new releases coming (not least F&F from slightly mad studios, which hasn't been panned as suggested above as it hasn't been released yet aside from some video shots), and unlike many small companies, actually has cash on BS. In addition, the move from discs to downloading lowers capital intensity and rasies margins. I think the stock is going to £5 this year. GLA.

[rafieh] 11/2/2020 09:50

Judging by how quiet this BB is, I'd say this company is still under the radar. Once the crowd discover this gem, the rate of ascent accelerates.

[rafieh] 11/2/2020 08:12

Couldn't buy more than 5k shares at one go online.