Codemasters Share Discussion Threads

[rafieh] 10/6/2019 12:25

At the time of last results (FY 2018), they had 112m Pounds debts, now they have 18m cash! These guys have obtained licence to print money by the sound of it! For such phenomenal growth, the current p/e of 20 is very undemanding in my opinion. At this rate it would probably drop to single digits soon!

[rafieh] 10/6/2019 11:27

With profits and outlook like this, I expect the share price to go above their IPO price soon. In my experience of watching the makers for over 20 years, when that happens, the chart goes up exponentially.

[dparker86] 10/6/2019 11:15

Hi guys,Not currently an investor but looking and doing my research.With regards to the results can anyone help me understand which section is revenue from advertising? (Ingame) Does this fall under other revenue currently?Total digital revenue 30,725 25,847 Other revenue streams Sale of product via other contracts with customers 5,616 322 Provision of product and training to third 5,642 - parties Other revenue 167 73 Total other revenue streams 11,425 395

[tomps2] 10/6/2019 07:39

Video: CDM results overview by Frank Sagnier, CEO and Rashid Varachia, CFO



Record results. Launched 4 titles. Signed agreement with NetEase to publish 3 titles in China. Esports partnership. Esports partnership with Motorsport Network. Expansion into mobile.

Outlook:
Strong schedule for games to be released. Increase in proportion of digital sales. Continued development of mobile. Increased focus on games as a service. On-going market development provide opportunities: streaming and launch of Next Gen consoles.

Also see this Codemasters Overview and Investment Summary video:



It neatly describes franchise, the business model, the market & the opportunity.

[rafieh] 10/6/2019 07:22

Sorry guys, I've only seen these recently and have a basic question: do players compete against others to win money? Is the company regulated by gambling laws at all, or nothing to do with that? Many thanks for any responses.

[hazl] 10/6/2019 07:16

...the results were clearly going to be good.

[mcfly79] 06/6/2019 18:08

Grid confirmed as one of the first 31 games on Stadia:https://twitter.com/gridgame/status/1136673160257032193?s=21Could be huge for Codemasters.

[martywidget] 02/5/2019 17:08

Codemasters moves F1 team into new Birmingham studio
Studio head Ian Flatt says new premises allows developer to "recruit even further to expand the franchise"
Thursday 25th April 2019



Codemasters® opens its doors to new Birmingham studio
April 25th, 2019
Alpha Tower Home to Official F1® Game Development Team

[nimbo1] 15/3/2019 23:07

hxxps://store.steampowered.com/app/690790/DiRT_Rally_20/

telegraph irrelevant - best to check what the players are saying. 64% review score on steam is not good.

Hasn't impacted the share price though

[nimbo1] 12/3/2019 12:06

Dirt Rally 2.0 has poor reviews from users so far... .and the game is doing badly in the charts. Unless there are a bunch of sales from somewhere for which steam and amazon aren't representative the latest game looks like a bit of a flop, compared to Dirt rally 1 which won rave reviews. May not matter of course - I don't know how many copies this game was meant to sell.

hxxps://www.amazon.co.uk/DiRT-Rally-2-0-Day-One/dp/B07J6B8QBD

[hazl] 12/3/2019 09:56

game developers conference listed here next week

[hazl] 08/3/2019 11:35

As the Times article says...these firms are the disruptors.
In my opinion the other gaming firms will suffer.

[hazl] 08/3/2019 09:37

Good to have a blue start.

[hazl] 07/3/2019 11:37

Actually there are some substantial trades there....wonder if somebody is stake building?

[hazl] 07/3/2019 11:09

....thanks

[martywidget] 07/3/2019 10:06

Save you posting too many links, here's the 54,800 links on the codemasters site:



;)


These modern games are all getting too realistic - the way I've seen some locals drive recently I think they must of been playing DiRT Rally 2.0!

Time for a virtual reality Pac-Man, etc!

[hazl] 07/3/2019 10:02

you name it ....they've got it...active community and so on

[hazl] 07/3/2019 09:56

what will be bought next,I wonder?

[hazl] 07/3/2019 09:14

they have quite a range if you scroll down.

[hazl] 06/3/2019 13:34

'Tyre choice brings a whole new level of strategy to DiRT Rally 2.0. Find out the best way to approach your tyre strategy from @Codemasters' Rally Consultant @JonArmstrong84:'



TWITTER

[hazl] 06/3/2019 08:19

Seems the sector is hotting up....FDEV going for it now.
Probably get back in there, on a pull back day, but very pleased to have got these at a bargain price!
CDM is described as under valued in reports.see post 35.