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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Games Workshop Group Plc | GAW | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| -70.00 | -0.49% | 14,150.00 | 16:35:08 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 14,250.00 | 13,970.00 | 14,340.00 | 14,150.00 | 14,220.00 |
| Industry Sector |
|---|
| LEISURE GOODS |
| Top Posts |
|---|
Posted at 03/12/2024 10:58 by fenners66 akhilsoni86Thanks for your reply. You missed my point about "mark to market bonuses" - I was not referring to the directors or staff , but instead to those institutional investors. Just googled the major shareholders as at 31/8 about 35% declared as interest over 3% and Baillie Gifford top of that list with 10.35%. They are the likely beneficiaries of any move up to the FTSE 100 And yes my comment allows for the boost to the share price for getting into the FTSE being potentially transitory, but the city spivs will not care if they get part of an end of year bonus linked to GW. If it goes down next year or drops out of the FTSE well a bird in the hand and all that. As for the CEO why did they make this announcement a week or 2 early ? As I said I fully endorse looking after a business and letting the share price look after itself. I abhor most company share buybacks as most of the justification is about managing the share price instead of investing in growing a business. But this snippet of info is not that. It cost nothing. It was going to be released soon enough anyway and unless someone comes up with a definitive reason otherwise I still hold the FTSE reshuffle as a plausible incentive to go early. |
Posted at 22/11/2024 17:55 by cockerhoop I certainly thought Space Marine 2 licensing royalties would lead to record royalties in H1 (presuming the launch was recognised in time). They've sold over 4.5million copies already so it was inevitable.My view is core Q125 was actually behind core Q124 (in profit if not in revenue) due to the 40k effect, the Q1 update with no numbers and the delayed dividend support this. Q2 though was poor last year so the comparables were much softer. The success of Space Marine 2 has led to much increased online engagement (Warhammer.com searches up significantly in Sept & Oct) in Q2 and anecdotally SM2 players have visited Warhammer stores which I believe to have driven sales. Regards the early release I suspect with the success of SM2 and the Q2 pickup in trade they felt the obligation to upgrade and inform the market. I presume the staff bonus has been approved by the board and is therefore included in today's update although they've not quantified it. I've heard no distention regards the bonus at the Agm's etc from investors -in fact the opposite. December 18th is the deadline for the Amazon development roadmap to be agreed, I talked to the guy negotiating the deal at the Agm and he's relaxed regards a positive result even if it requires an extension. There will be news on this in December. |
Posted at 28/10/2024 11:12 by epo001 Obviously the institutions have different pricing to the retail investors but there was a spike of buying ahead of the ex-div date and some selling when it went ex-div, the price dropping by more than the dividend, now it is creeping up again.I think timing the market is another mugs game, one which seems perfectly easy using a rear view mirror but is just impossible looking at today's market. Look at any given share today and ask what is it going to do tomorrow, in a month, in a year; go up, go down, stay the same? We retail investors can never know. Buy and hold is the only game for small fry ("time in the market"). That said, there are always anomalies, sometimes a share goes up or down for no apparent reason or for reasons which don't make sense, if you are confident in your scepticism then it may be a good selling or buying opportunity but it is still a gamble. I always look at the fallers and risers pages and check any large movements, sometimes they are over-reactions. A couple of years ago, UPGS (now ULTP) had a sharp fall based on a 'revenues might be a bit flat' RNS. That seemed overdone to me so I got some. They went down for a couple of days but I was in profit in a few weeks, my holding has now nearly tripled in value and I have also had about 1/3 of my purchase price in dividends. I continue to hold because I think their business model is sound. Back on topic, I'm surprised that there hasn't been a bid for GAW from a major US media company. Were there any such rumours I'd probably sell into any rise because I couldn't see a bidding war happening and if the bid came to nothing there would be a share price drop. |
Posted at 23/10/2024 13:45 by akhilsoni86 fenners66 - "what about when to invest?" should be purely based on current valuations of a company. A company is worth its future free cash flows discounted by cost of capital. I used to do DCF analysis. However,I figured out recently that its just a waste of time. Extrapolating current trends linearly in a cyclical economy is a fools paradise imo. So I would look at some key valuation metrics especially like FCF yield and P/E ratio and compare them against the 5y average of the company and the industry. After all, a great business does not mean a great investment. Warren Buffet's biggest regret was not selling Coca-Coca in 1999 when trading at PE 50. In the subsequent 25y, the share price only rose 50% (c.$40 to c.$60). There is a silver lining to that too. It was a mature business trading at 50x which is extremely high. A small-mid cap stock at 50x is not the same as large cap stock at 50x where growth opportunities are way limited. What I meant by technical analysis was just looking at charts and seeing 'patterns'...oh this is a flag, oh this is a pennant,,oh head and shoulders etc. Everyone can see these patterns which means that if everyone was doing the same thing, there would be no liquidity in the market. And that is clearly not the case. Algorithms are based mostly on macro news so for instance weak Chinese data meant less demand for luxury and as a result whole luxury sector took a beating last couple of weeks. This is the opportunity for long-term investors to jump. I wanted to start my own fund but couldn't gather the required AUM. Investing is my passion and so if anyone wants to share/exchange ideas, you can email me at akhilsoni86@gmail.co |
Posted at 23/10/2024 09:23 by akhilsoni86 I have always been skeptical about threads as most people I feel are short-term investors/traders (though they like calling themselves quite the opposite). But reading through some of the posts here, I feel some do care about fundamentals too. Anyways, for those who are not on FB community group 'The Imperium of Man', I highly recommend to join to see what are fans upto. I strong believe there are fans and then there are Warhammer fans. Fanatic to another level. Some fan recently posted a pic with a girl crying and written above "Super Horny" and then a guy next to her (presumably her bf/partner) smiling and written above was "Explaining Warhammer 40k" - no pun intended and the fan who posted this pic wrote the comment "Who can relate to this" and the comments section was overwhelming responded by so many fans (more than 300 comments. Like I said above, there are fans and then there are Warhammer fans. Anyways, as long as the CEO who IMO is one of the best CEO's (massive fan of his annual reports)currently in the world keeps prioritizing his employees and his long-term vision, we are in very good hands. He reminds me very much of Jeff Besos's quote in his early days at Amazon saying "you take care of your employees and your employees will take care of the customers" and the rest is history as they say. I was shocked at the massive revolt at the shareholder meeting about compensation but again these so called "institutional investors" wanted more to themselves without realising that without the contribution of the employees, GAW would never be in its best shape its ever been. Incentives are so important. So overall, it is a solid company. I'll quote Pat Dorsey, "Big fish in small pond make big money". It very much has a monopoly in its niche so BUY and HOLD. Wishing all long-term investors good fortune :) |
Posted at 22/10/2024 19:25 by akhilsoni86 I am a long-term investor. Bought first clip in 2018 and kept adding ever since. Though I don't personally believe in technical analysis, but just curious as to whether 120p is the new support level? Or will there be resistance again with the catalyst being the upcoming budget. Time will tell I suppose |
Posted at 14/10/2024 16:18 by robinnicolson During a recent investor presentation, the fund manager of the Sanford DeLand 'Buffettology' fund was asked, if he was only restricted to one, which company in the portfolio he would choose to hold through the next business cycle. Scrub through to the 34:05 mark in the video to listen to his response. |
Posted at 11/10/2024 09:11 by cockerhoop Perhaps a couple of things, the release of SM2 in early Sept was really well received (it was the fastest selling WH based video game ever) and will underpin royalty revenues going forward. Also some anecdotal evidence of cross-over to the tabletop.And the Amazon deal is maybe moving to the forefront of investors minds -we will have news on that by 18th December. |
Posted at 06/10/2024 03:44 by nod For decades, GAW chose to pay a premium for a high street storefront. The rents and rates often put own stores into a loss. GAW justified this, calling them recruitment centres rather than retail stores. I had this conversation many times with investors during the 1980s and 90s. GAW stuck with this and it paid off. Anyone standing near a GW high street store will see it is like a honeypot to bees. |
Posted at 19/9/2024 07:52 by smcni1968 0929 GMT - Games Workshop's brief quarterly update that said performance is in line with expectations could be positive for some investors due to its directness, but raises questions about why the company didn't disclose details on individual parts of the business, AJ Bell investment director Russ Mould says in a note. "Shareholders own the company and they have a right to know what's going well, what isn't, and what to expect going forward. There is certainly an expectation for companies in the prestigious FTSE 250 index to be transparent," he says. Shares are down 1.0%, but up 5.4% on a 12-month basis. |
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