Codemasters Share Discussion Threads

[davr0s] 28/11/2019 18:44

Why cheeky? - I think you find almost all placings are announced after the market closes

[5oletrader] 28/11/2019 18:22

'Cheeky' post market news:Proposed Acquisition of Slightly Mad Studios Pte LtdandProposed Placing

[podgyted] 26/11/2019 08:06

Liberum

"H1’20 game sales have been strong and the headline revenues, higher
gross margin and profits are all supportive of our FY20 projections. The
shares still trade on roughly half the multiple of other UK games
developers. Two obvious reasons for the discount since IPO have been
the renewal of the F1 contract and the Reliance overhang. With both of
these issues addressed in the last month, increasing evidence of the
potential of GaaS, the selection of GRID as a launch title on Google
Stadia, and Management focus on delivering upside to the current
financial plan, we expect the shares to re-rate."

TP 310p

[earwacks] 24/11/2019 13:03

Certainly have. Glad I waited for the ints placing to clear which they had no problem filling at small discount. Let the air clear, new game, results, xmas market. Looking very promising

[rafieh] 19/11/2019 10:23

Buyers are coming out of the woodwork, reassured by the departure of the big seller. Results next week should add to the momentum.

[melody9999] 19/11/2019 08:23

Certainly cleared a seller - and Grid and F1 now included in 1st release of Stadia too.

[rafieh] 19/11/2019 07:50

Reliance used the same phrase (placing) when they sold 20 m of their shares in June. The main difference, obviously, is the fact there is no dilution here.

[global nomad] 19/11/2019 07:17

Not seen this phrasing ( a placing) for a holder selling their holding before, so the idea that there is a placing that the company doesn't benefit from looked a bit odd until i realised it was reliance selling its holding.

lets see what effect that completed action has..

Stadia launch with Grid may have had something to do with timing too...(limited impact)

[rafieh] 18/11/2019 20:36

We now know why the positive RNS did not ignite a sustained rally. Reliance Security are selling their remaining stake in the company, this time at smaller discount to the prevailing than their previous previous sale in June.Usually when a big seller runs out, the share price starts recovering. Here is hoping!

[rafieh] 11/11/2019 14:24

The share price is almost back where it was before the RNS about the 5-year F1 contract! The pullback looks overdone.

[global nomad] 31/10/2019 08:20

such a quite board here...everyone must be playing games...Good news and reinforcing the revenue generation side of things through advertising. will be looking to see revenue figures for GRID and now F1 related to selling advertising inventory in-game.

Todays announcement suggests that along side the e-sport expansion by liberty media, they will be blending much more of their digital content and how it spans all of their mediums from the physical races to the gameplay environment. Those big and small, global and regional sponsors will now all have a place to be seen...

[rafieh] 31/10/2019 07:51

Market seems impressed.

[nateroyd] 31/10/2019 07:06

But yes it will do

[nateroyd] 31/10/2019 07:05

No because of a leaked RNS ?

[rafieh] 30/10/2019 09:30

Has the share price just begun it's move towards a new high?

[global nomad] 11/10/2019 08:04

Lets see if the formal release of GRID today and the pending launch of Google Stadia will give CDM a kick up in the share price connection to BIDS and new forms of in game advertising should also help drive improved advertising revenue...

[global nomad] 09/10/2019 07:58

Not sure how many here are aware of how the revenue for developers may alter in the coming months with the roll out of programatic in game advertising. The ability to have the billboards and sponsors in games like grid constantly sold like in the real world (and not as pop ups), rather than once when the game is initially built will provide developers like codemasters with an opportunity to generate a new revenue stream alongside game sales. This is likely to change the financial model for many developers alongside the move to streaming. if you are interested and have some patience take a look at BIDS.

[rafieh] 09/10/2019 07:22

Decent trading statement. Should underpin the share price

[jurgenklopp] 07/10/2019 08:33

from the RNS of 3 July:

Further to the Company's announcement on 22 May 2019, which stated an original release date of 13 September 2019, GRID® will now be released on 11 October 2019. The Ultimate Edition will be available with three days early access on 8 October 2019.

[rafieh] 07/10/2019 08:08

The launch of the new game on 11th Oct should create renewed interest.

[rafieh] 24/9/2019 13:19

Thank you Parob. Useful read.

[parob] 24/9/2019 07:41

Not invested here but thought I'd share as posted on the BIDS bb:SMALL CAP SHARE IDEAS: Codemasters set to pick up pacehTTps://mol.im/a/7495297

[rafieh] 23/7/2019 12:08

The 220 support still holding well despite some chunky sells. Looks reassuringly solid.