Games Workshop Share Discussion Threads

[nimbo1] 25/6/2022 08:35

I suppose that’s what we don’t know, is it on a 15x PE or are earnings coming down. I agree it’s getting tempting though!

[scooper72] 23/6/2022 14:39

Thanks for that. 15 PE for a company like GAW is v attractive.

[someuwin] 23/6/2022 12:30

Big piece in today's Shares Mag

[nod] 18/6/2022 02:06

Retailers are being dumped. That's why it's important to recognise that GAW is a manufacturer with a few hobby centres.So far, the hobby centres are busy. From my experiences, many years ago, most people in the hobby shops didn't buy much. They went there primarily to play tabletop games with mates. Many went to have a tranquil place to paint and chat.

[milliecusto] 16/6/2022 19:16

Would be interested at 40, deffo one to watch but not know

[princesa_consuela] 16/6/2022 14:12

which recent strength (checks graph -45% from 1yr ago)

[life share] 16/6/2022 08:47

In this bear market, gaw has to follow the general downward trend. We might see 40+ by the end of year. Will top up more for sure.

[robinnicolson] 16/6/2022 08:47

Games Workshop was mentioned in The Times yesterday in "The day's biggest movers": Change -5.1% "Profit taking after recent strength" [Stratches head]

[robinnicolson] 16/6/2022 08:43

Edison piece on the TU: hTTps://www.edisongroup.com/publication/strong-revenue-growth-and-royalties-income/31017/

[r2oo] 16/6/2022 08:25

This is interesting As of today (2022-06-16), Games Workshop Group's share price is $73.72. Games Workshop Group's Earnings per Share (Diluted) for the trailing twelve months (TTM) ended in Nov. 2021 was $4.98. Therefore, Games Workshop Group's PE Ratio for today is 14.81.During the past 13 years, Games Workshop Group's highest PE Ratio was 53.63. The lowest was 9.63. And the median was 19.21.Games Workshop Group's EPS (Diluted) for the six months ended in Nov. 2021 was $2.92. Its EPS (Diluted) for the trailing twelve months (TTM) ended in Nov. 2021 was $4.98.As of today (2022-06-16), Games Workshop Group's share price is $73.72. Games Workshop Group's EPS without NRI for the trailing twelve months (TTM) ended in Nov. 2021 was $4.98. Therefore, Games Workshop Group's PE Ratio without NRI ratio for today is 14.81.During the past 13 years, Games Workshop Group's highest PE Ratio without NRI was 53.63. The lowest was 9.63. And the median was 19.21.Games Workshop Group's EPS without NRI for the six months ended in Nov. 2021 was $2.92. Its EPS without NRI for the trailing twelve months (TTM) ended in Nov. 2021 was $4.98.During the past 12 months, Games Workshop Group's average EPS without NRI Growth Rate was 22.30% per year. During the past 3 years, the average EPS without NRI Growth Rate was 26.80% per year. During the past 5 years, the average EPS without NRI Growth Rate was 47.00% per year. During the past 10 years, the average EPS without NRI Growth Rate was 27.60% per year.During the past 13 years, Games Workshop Group's highest 3-Year average EPS without NRI Growth Rate was 194.30% per year. The lowest was -63.60% per year. And the median was 26.80% per year.Games Workshop Group's EPS (Basic) for the six months ended in Nov. 2021 was $2.92. Its EPS (Basic) for the trailing twelve months (TTM) ended in Nov. 2021 was $4.99.

[nod] 15/6/2022 21:21

Extract from Shanks ii link. Peel Hunt target is 12,500.Peel Hunt, which has a price target of 12,500p, said the company is in great shape, having invested in manufacturing capacity and distribution and a strong new product line-up.It said today: "Clearly consumer spending is under pressure, but hobbies tend to hold up well and are driven more by the desirability of new products."Currency now also provides a significant tailwind as sales in the US are over 40% of the group and the company has a material UK cost base. Sterling is currently about 10% lower versus the dollar than the average for last year.Peel Hunt added that a 5% increase in prices at the start of March meant a nine-month benefit in the current year, while freight costs are starting to reduce from elevated levels.The broker said: "Games Workshop remains in a strong position, with considerable opportunity to grow in North America and largely untapped potential in Asia."

[milliecusto] 15/6/2022 12:53

Appreciate your explanation, Thanks

[welshmat] 15/6/2022 10:23

Yeah the big release next year is going to be Warhammer: The Old World, which is the resurrection of Warhammer Fantasy Battle from what I was able to get out of a friend of mine who runs an independent games store.

[princesa_consuela] 15/6/2022 09:34

@millie GAW product lines undergo "cycles" in which a new edition release creates a lot of sales, and Warhammer 40k being the most played game you can clearly see that when Warhammer 40k receives a new Edition there is a lot of sales. This is a quiet year in that sense that there was an absence of a huge release that triggers a lot of sales.

[shanklin] 15/6/2022 08:53

https://www.ii.co.uk/analysis-commentary/shares-round-games-workshop-paragon-and-discoverie-ii524271

[milliecusto] 14/6/2022 17:40

What do you mean 3 year cycle

[shanklin] 14/6/2022 13:45

Robin And this is the quiet year of GAW's 3 year cycle.

[medieval blacksmith] 14/6/2022 13:27

"decorating goblins and trolls is still a major pastime for a lot of people" It is still a major pastime for the media. ;)

[mozy123] 14/6/2022 13:16

decorating goblins and trolls - oh my

[robinnicolson] 14/6/2022 13:08

AJ Bell commentary: "There have been growing fears that Games Workshop sat in the "lockdown winners" category and a return to more normal life would see a drop-off in sales as people put down their paint brushes and returned to the great outdoors during their spare time. Its year-end trading update would suggest that decorating goblins and trolls is still a major pastime for a lot of people, with both sales and profit ahead of the previous year."

[stemis] 14/6/2022 13:07

At last years high it would have been on a P/E of 33. That's pretty heady when forecast profit growth is minimal.

[primarch1] 14/6/2022 12:35

50% fall now from year high yet it's performance is above last year shows how poor this market is when this is down on that trading update.

[mozy123] 14/6/2022 12:24

From FDEV today Our most recent Frontier Foundry title, Warhammer 40,000: Chaos Gate - Daemonhunters, received a very positive reception at its launch on 5 May 2022. After one month of sales it has already become our most successful Frontier Foundry title to date, with performance above expectations.