thanks for sharing the Edison update. they stopped publishing a target price a while ago though (not that I took it seriously). |
Edison report on the interim results: |
Chasing the Divvi (tomorrow) 1.55 (already nicely paid on spreads...) |
I’m inferring the recent share price rise (12.5% from recent low on 14th Jan) mainly reflects a perceived lower risk that Trump will go ahead and instigate trade tariffs on UK firms (like GW). Even before the speech itself there seemed to be rumours of a less aggressive approach to tariffs. |
gooseygander - everyone on here is a guesser, otherwise they would be spending their time enjoying themselves elsewhere, having already hit the big time playing the markets.
0 ;-p |
Anyone share why they think it's bounced back, was it a post ex dividend sell off , and returned back to 14k or something else or are we in for this cycle. I'm always guessing and curious about casual drops that revert back |
Yet another substantial article about GW in the Business section of the Times today (p37). I guess the UK is starved of homegrown success stories and a piece that can mention “ogres, elves and dwarfs” in the first line is more interesting than many other UK firms. |
bbdYou beat me to it, interesting article on its history - it's definitely come a long way!. |
'It could be Marvel' - Games Workshop and the big ambition of a miniatures business |
Correct (p39). Large piece in Tempus …(by William Kay) ..nothing particularly revelatory to an existing investor but well written overview with a balanced summary ending “…will have to keep running fast to maintain that elite status”. |
Tipped in the Times today I'm told |
Looking at Hargreaves Lansdown's volume chart, there was quite heavy selling in December which depressed the price a bit and mild selling yesterday which dropped the price a lot. Doesn't make sense.
My largest holding but bought a few more today instead of dividend reinvestment next month. |
Shares Magazine:
hxxps://www.sharesmagazine.co.uk/news/market/1736847038050834900/games-workshop-boosts-dividend-amid-profit-and-sales-strength |
That's the only news I can see today: |
Yes, ridiculous reaction but a great opportunity for those who thought they'd missed the boat. |
Not sure we need to get into a detailed text analysis to know that today’s share price drop is completely unjustifiable |
Debatable they are ignoring the NI change. They refer to budget changes "eg" the NLW. That's not exclusive. Might have been better to be clear. |
I think they're absolutely discounting Minwage changes in either year, but just omitting there is also an NI change as well. If they think that"s immaterial they could just say as a lot of other businesses ( esp retail) are putting a figure on it. |
fennersThe budget changes only come into effect April, their FY25 year end is the end of May, so only 2 months impact, hence I assume immaterial for FY25.I found their comment about 2025/26 FY to then be misleading, what will the budget impact be for FY26?, they haven't really said, or have they?.The OBR suggested the hit to payroll costs due to increased NIC would be 2%, so as you say immaterial?. |
Early, not enough tea. So, there are 2 dividends next month? 80p paid on the 14th and 155p paid on the 28th? |
This -
"don't expect any material impact on our financial performance for the year to May 2025 following the UK's Autumn Budget 2024 e.g. increases to the National Living Wage, as we already pay all of our UK staff, as a minimum, close to the new level. It may, however, drive third party input cost increases in 2025/2026"
Seems to miss the impact of NI changes
Maybe everyone they employ is full time and they discount about 3% increase due to NI as immaterial
but not to mention it makes it look forgotten. |
Me too, didn't want to chase it so super to get a sub 130 opportunity after those results |
Managed to pick up what I wanted under 130 quid. That will do for the long term. |
GAW is currently at a 6.5% discount to its early December post-TS peak, after allowing for the recent 80p dividend. This despite the 4%+ drop in GBP/USD and the subsequent Amazon agreement. |
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