Share Name Share Symbol Market Type Share ISIN Share Description
Game Digital PLC LSE:GMD London Ordinary Share GB00BMP36W19 ORD GBP0.01
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -3.90p -7.30% 49.50p 49.50p 50.00p 53.00p 48.20p 53.00p 966,334 16:35:27
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Leisure Goods 769.7 -10.0 -7.1 - 84.58

Game Digital Share Discussion Threads

Showing 751 to 771 of 775 messages
Chat Pages: 31  30  29  28  27  26  25  24  23  22  21  20  Older
DateSubjectAuthorDiscuss
16/1/2018
23:54
Some talk about Belong being an experiment, these are located in many of the existing stores so they shift a few things around in the daytime, but they need to invest more, they will money selling drinks and snacks to users of the experience but they also need to employ people who are specialists in entertainment and a user experience, they talk about multi-channel, now they need to execute properly, no excuses accepted for failure whatsoever!
bookbroker
16/1/2018
22:22
I'm not sure where the price is going in the near term to be honest. But it seems to me that since the share price spent a few months bouncing around just below 40p there have been three material events : 1. The disposal - this was better than I expected and worth a few pence on the share price (balance sheet effect) - so lets say that raises the 'natural' share price to around 40p. 2. The SCSW tip - which seemed to cause a roughly 50% increase to 60p. But this effect tends to be quite short lived, before punters get bored. 3. Christmas trading - It wasn't a disaster so it removed a lot of the downside, but neither was it exceptionally good. For me therefore I expect the shareprice to bounce around between 40p and 50p for sometime yet. BELONG (and Esports in general) does offer a substantial potential upside, but it is still quite a new (and largely unproven in scale) concept. So personally I expect the share price to settle somewhere between 40-50p until something material happens. So I'm out at the moment because I don't want to sit on a shareprice going nowhere for several months. If something really transformational happens I will be a buyer - I will miss out on the first 10+% move but I'll be content with that as the upside from strong E-sports traction is probably 200-300%+ In the near term though I can't personally see a need to tie up my capital holding these shares.
kazoom
16/1/2018
20:10
Not wanting to draw attention to it but there is a worrying gap at 25.4p!
imnotspartacus
16/1/2018
16:24
Not pretty, are we heading back to 40 to form a new support level ? Just ran the numbers on Belong FY updated stated 90,000 hrs of game time played in Q1 Update stated 155,000 hrs played in 23 weeks to 6th Jan So 65,000 in Q2 to date (10 weeks) extrapolate that out you get an additional 19,500 hours for the additional 3 weeks in Jan. Meaning Q2 will have 84,500 hrs played (down 5% on Q1) Is this what is spooking investors ?
hatfullofsky
16/1/2018
15:16
@bookbroker - I think they will focus on large format high street stores to add footfall through e-sports. Then slowly wind down the low margin merchandise. This is a long term play with 67m in the bank. Need to watch the Belong figures like a hawk.
hatfullofsky
16/1/2018
13:52
Blondeamon recall you saying the same thing about Carpetright!
2breakout
16/1/2018
13:23
Cash £67m (£24m ahead of last year) market cap £86m. Edison have got £12m in for their FY18 ebitda forecast. hTTp://www.edisoninvestmentresearch.com/research/report/game-digital214875/preview/
thevaluehunter
16/1/2018
10:58
Bought more today, I see no reason for the fall and a very promising/undervalued company.
blondeamon
16/1/2018
10:26
Sold out this am - seems it could drift until the gaming zones really come to fruition. Opportunity costs too great
essential
16/1/2018
09:08
I understand the future of Esports, but this company may as well close every store in the country as soon as the leases are up, the market places zero value on the retail side whatsoever judging by the decline since the trading statement, I would rather see them run down the stock, and hand back any surplus capital to shareholders. Frankly I’d have thought Nintendo, etc would like a prescence on British high streets, but maybe they do not care!
bookbroker
15/1/2018
16:06
Its all about Esports
nw99
15/1/2018
15:55
Lies elsewhere!
bookbroker
15/1/2018
15:54
I’m not interested in like for like here, this company is effectively in run-off as far as bricks and mortar stores are concerned, it’s all Esports, Insomnia, etc., and how they deploy that cash on the balance sheet, they are still making a few quid from the store chain, but the future really loses elsewhere!
bookbroker
15/1/2018
15:15
Game are going to struggle on like for like sales basis going forward now that the spike in sales by the frenzy for Nintendo consoles and the xbox onex has abetted. That said, once these are taken out of the sales figures the margins will return to normal.
s1zematters
15/1/2018
12:02
Any predictions for the net cash balance for the interims. January payroll and payment runs could fall outside of the period end.
thevaluehunter
13/1/2018
16:49
Gamestop: “We are pleased with our sales performance during the important holiday period, driven by strength in the Nintendo Switch and Xbox One X, and a solid increase in our collectibles business. Our results demonstrate our customers’ enthusiastic response to new products and our ability to execute on strategically targeted promotions.”
thevaluehunter
12/1/2018
19:16
GameStop trading update today. Share price impacted by the impairment charge in the at&t/brands business due to the phones but the video games business update sounds very positive.
thevaluehunter
12/1/2018
12:15
Good news for GMD "Nintendo Switch owners will be getting some great new games in 2018 that were revealed today in a surprise Nintendo Direct. The heavily rumoured Nintendo Direct 2018 presentation went live on Thursday without warning at 2pm GMT. A host of brand new games were revealed including Mario Tennis Aces, Donkey Kong Country: Tropical Freeze and Dark Souls Remastered."
blondeamon
12/1/2018
08:13
The market is completely discounting this company, it continues to perform well and is flush with cash, moves into new ventures and has stable progress but is treated like it just issued a profit warning. I think it'll rerate soon, it's usually one good article/tip away from the right person to bring attention here and with only 1/5 free float shares available it can move fast. Esports is the future, it will be a main competitor to actual sports by the end of the decade as technology grows and provides the means for it. Early adopters will be rewarded. All IMO
blondeamon
11/1/2018
22:31
So overall it looks like gross margin cash will be c. in line with prior year with sales up a bit and gross margin down 1% due to the consoles. With £4m of savings from operating expenses say split evenly between H1 and H2 then I suspect we are looking at c£26-27m ebitda for H1 which is a pretty decent performance in my opinion. Then there is the additional cash of £24m as at 31 December mostly driven by the disposal. If this extra £24m increase in cash balance translates to the reporting date on 27th January the H1 cash position will be c£97m. Then the valuation will look very silly with about as much cash as the market cap and a growing esports business.
thevaluehunter
11/1/2018
15:59
Numbers are flat, FY expected to be break even. Nothing to drive this significantly up or down expect the froth to come off then trade in the 50-60p range until results.Sorry to burst the bubble on e-sports but it is such a small contributor at the moment it make take 3-5yrs to transform the company. Great idea with vertical integration but we are just not seeing the results yet. In context 28% capacity is akin to being closed 5 days out 7. I don't say this lightly because GMD is my biggest holding but it's a long term play and if the get it right we are home and hosed.
hatfullofsky
Chat Pages: 31  30  29  28  27  26  25  24  23  22  21  20  Older
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