Codemasters Share Discussion Threads

[cf456] 26/2/2019 14:21

Breaking out above 200p to new multi-month highs.

[cf456] 26/2/2019 12:44

Codemasters on Motorsport Network partnership and Esports' future

[cf456] 26/2/2019 11:46

Worth a watch.

[cf456] 26/2/2019 10:51

Seeing buying interest today by the looks of it on the back of the DiRT Rally 2.0 RNS.

A push above 200p and the momentum could kick in.

[hazl] 26/2/2019 10:17

Ah late trades appearing by the looks of it.

[hazl] 26/2/2019 10:16

this was in June last year after float ...suggests a buy at 270p.


IMO

[hazl] 26/2/2019 10:12

08/01/2019

'Codemasters To Beat Annual Market Forecasts As Inks Deal With NetEase
Codemasters Group Holdings PLC on Tuesday said it expects earnings to come in ahead of market expectations as it has signed an agreement with...'

FROM alliance news

[cf456] 26/2/2019 09:28

And of course that it's a possible bid target.

"a bid from a larger group eager for its tech and licences would be far from surprising."

[cf456] 26/2/2019 09:27

Good to know as well that the company is currently trading ahead of expectations.

---

"Based on these terms, Codemasters' Board of Directors now expects its Adjusted EBITDA1 for the year ending 31 March 2019 to be ahead of expectations."

[hazl] 26/2/2019 09:24

FROM SHARES MAG ABOVE

[hazl] 26/2/2019 09:23

From the launch of ONRUSH onwards, Codemasters will directly supply its new releases to digital retailers and app stores without the need for a third party distributor. This will provide the group with better margins as there are no distribution fees or cost of goods fees from console manufacturers, plus there is no inventory risk.

[hazl] 26/2/2019 09:16

Quite an impressive lost of shareholders,too.

[hazl] 26/2/2019 08:02

'the game has already received positive reviews from journalists globally and as of today, is available on the PlayStation(R)4 computer entertainment system, the Xbox One family of devices including the Xbox One X and Windows PC (DVD and via Steam). '

[hazl] 26/2/2019 07:59

Broker says shares “materially undervalued”

'In a note to clients, City broker Liberum upgraded its 2019 profit forecasts for the firm by 10%, citing the US$8mln revenue figure but “more importantly the option value and profit share upside from a major future mobile game launch by NetEase”.

The broker added that the shares were now holding a price-earnings ratio of 13x, “a major discount to the sector, and in our view materially undervalued in the context of the company's leading gaming IP and the implied opportunities for further major partnerships and deals”.

[cf456] 26/2/2019 07:17

"Codemasters (AIM: CDM), the video game developer and publisher specialising in high quality racing games, is pleased to confirm the release today of DiRT Rally 2.0."

"The game has already received positive reviews from journalists globally..."

[hazl] 25/2/2019 18:17

'Rallying is risk management, knowing there’s no do-overs. Get just a little too sideways out of a right-four, clip the left-rear tire on the only sizeable rock found on the side of the road, and hang on as the car spins to the left, catches on raised land, and barrel rolls. Even if it’s still drivable, you’ve lost a ton of time, and the rest of the run is compromised by the damage.

Every time it happened, I wasn’t even mad: I was busy having too much fun.'

from above

[hazl] 25/2/2019 16:38

'A streaming revolution offers opportunities for the UK's thriving video games developers.Companies such as Frontier Developments.,Codemasters and Team 17have raced to float in the past five years.The value of global sales is expected to rise from $137.9bn last year to 180.1bn by 2021 'according to NewZoo.$

from abbove Times

[hazl] 25/2/2019 16:35

here we go..........fascinating...no time earlier

[hazl] 25/2/2019 16:30

A very interesting piece in the S Times that was very positive for CDM and FDEV a
few weeks back.
I will try to search it out.
These are disruptors I believe.

[hazl] 25/2/2019 10:59

I think 197.50 is the new buy price....

[cf456] 25/2/2019 09:42

Dirt Rally 2.0 getting some rave reviews:

Review: Dirt Rally 2.0 delivers unrivalled driving experience -

Dirt Rally 2.0 review - Codemasters' finest driving game yet -

Dirt Rally 2.0 review: Dirt series hits new heights -