Games Workshop Share Chat (GAW)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Games Workshop Group	LSE:GAW	London	Ordinary Share	GB0003718474	ORD 5P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	+36.00p	+2.00%	1,836.00p	1,810.00p	1,840.00p	1,849.00p	1,771.00p	1,771.00p	8,782	10:42:37

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Leisure Goods	158.1	38.4	95.1	19.3	595.58

Games Workshop Share Discussion Threads

Showing 2326 to 2345 of 2350 messages

Chat Pages: 94 93 92 91 90 89 88 87 86 85 84 83 Older

Date	Subject	Author	Discuss
19/9/2017 18:44	Wonder if management are considering a share split in order to get stronger price growth. I know it's all psychological but can be quite effective	5chipper	Read Full Thread Reply
19/9/2017 11:55	Simso, The Peel Hunt note does suggest they are making allowances for the possible moderation of 40k growth after the new edition launch in June. What I found unclear was whether they were referring to H2 17/18 (ie maintaining conservative expectations this year), 18/19 or both. Growth though in H1 hasn't been solely confined to 40k, it's across all channels.	cockerhoop	Read Full Thread Reply
19/9/2017 11:48	Nod: I think (from memory of reading the Peel Hunt Note) that the decline in revenue for next year was in recognition of the abnormal spike at the start of this Financial Year caused by the new Warhammer launch, which may be more "normalised" next year. The level of upgrade to this year is huge, given a few short weeks ago they were forecasting this year to be lower than last!	simso	Read Full Thread Reply
19/9/2017 10:51	Warhammer Quest 2: The End Times is now open to beta testers with certain devices. Developer Perchang is now accepting requests from iOS users with an iPhone 5 or newer, iPad 4 or newer, iPad mini 2 or newer or sixth-generation iPod touch. To participate you can email beta@perchang.com. Please include your name, your device, language and the email associated with your Apple ID.Demand for beta testing slots is expected to be high so make sure you don't wait.http://www.theipadguide.com/node/106683	nod	Read Full Thread Reply
18/9/2017 22:26	The penny dropped ... Peel Hunt may be factoring in a higher GBP at year end 2019 (on 28 May 2019). This would go some way to explain their forecast decline in revenue and profit.	nod	Read Full Thread Reply
15/9/2017 21:41	The strengthening GBP on the back of interest rate talk may be a negative current on GAW. It may mean we have to sell an extra 5% to stand still.	nod	Read Full Thread Reply
14/9/2017 15:50	Definitely next year	panic investor	Read Full Thread Reply
14/9/2017 15:06	Always next year PI	cockerhoop	Read Full Thread Reply
14/9/2017 14:40	13th September 2017 Games Workshop Agm I was expecting the Games Workshop AGM to be somewhat different but on signing in and climbing the stairs my breath was taken away – after passing through the large onsite shop (which apparently has the highest turnover in the group) I entered the vast Hogwartsesque gaming hall, table upon table of sculpted terrain and ruins all available to hire by gamers! Chatting to staff I was amazed that Warhammer and AoS pilgrims come from all over the world to visit the site, to play, tour and drink in Bugmans Bar where Warhammer Real Ale can be supped. This was my destination so I pushed through the double doors to find Nod had tricked me and I was the only person dressed in costume!! (I made the last bit up :-)) I was greeted by new Chairman Nick Donaldson (1st chairman I’ve met at an agm in jeans) and got a cuppa while admiring some of the models displayed. It was a decent turnout – perhaps 30 attendees a mix of PI’s and some GAW hobbyists who have held a few shares to allow them to attend this annual gathering. The company is clearly keen to engage with probably close to 20 company managers present. The formal meeting passed without controversy with even the £1.9m unlawful dividend resolution failing to attract comment. After a break for refreshment there followed presentations from Kevin Rountree and Rachel Tongue both casually attired, Kevin without even his shirt tucked in  They stressed the long term plan they have in place for global growth, keeping the culture of GW and the need to continuously improve. Sales tend to be 40% new releases and 60% underlying sales, both have been growing as have all sales channels. Sales have been so good they’re having to invest in further manufacturing and rejigging the factory floor to accommodate new equipment. CapEx is expected to run at £2-3m above depreciation this year. I asked Rachel about how she determines when the dividends are announced? ‘When we have the cash’ was the reply. I also asked about the 2 major software upgrades. The Mail Order warehouse system was deployed without hitch last weekend and the ERP project is ongoing and won’t be complete until 2019/2020 though will be rolled out in stages. They also explained how by careful planning and skilful marketing they managed to avoid the normal pre launch sales dip before the 40K release in June. After a further refreshment break there was a presentation from Matt (Head of Product) regarding the 3 R’s Recruit, Retain and Re-recruit. Blood Bowl was used as an example of an old product revived and updated and sold alongside new releases. This was followed by Robert who explained the marketing strategy along with his colleague who explained the extensive work connecting with the customer via social media. Facebook – 400,000 followers with a staggering 25m engagements. Warhammer Community 2m unique users in the 1st 9 months. Warhammer TV – massively expanded content and expansion from Youtube to also Twitch. Internal metric suggest it’s proving very successful at driving custom to the various sales sites. It was also stressed that the marketing was linked across all 3 sales channels. I’m now of the view this concerted effort to re-engage with the customer base is a large contributor to the impressive growth of the last 12 months. Lunch was then served and I managed to get a chat with Kevin who I found very grounded, I asked about the Asian specific content which he suggested wouldn’t be a game changer but with their managers on site in Asia providing feed back they were investigating different sizing for models, pressfit rather a glue fixed models for the market. Apparently many Asian users of Warhammer Video Games are unaware they even produced models! And lunch! I thought I’d been spoilt by RBN recently but GAW excelled, it soon became clear why so many Warhammer fans attended, Roast Rib of Beef and Sticky Toffee Pudding with Custard were among the delights served whilst the bar did brisk business. All in all a fine day out!	cockerhoop	Read Full Thread Reply
14/9/2017 12:39	An example of the longevity in the IP of your company. BLOOD BOWL 2: LEGENDARY EDITION REVIEW MURPHY ALTUNEL SEPTEMBER 13, 2017 Blood Bowl is a GW board game release in 1986 targeted at the American market It is obviously excellent otherwise it would not have lasted 31 years a morph of Warhammer and American Football It was first released as a video game on PC in 1995 (23 years ago) upgraded for PC and consoles in 2009 A new "Legendary Edition" released last week. https://elotalk.com/gaming/blood-bowl-2-legendary-edition-review/ http://store.steampowered.com/sub/192166/	nod	Read Full Thread Reply
13/9/2017 21:01	What an excellent day. I may have to raise my target of 2000p by Christmas.The Peel Hunt forecast revenue still seems to be conservative. Only £24.3 million more than 2017. PBT forecast up 16.6 million.Big drop in PBT in 2019 of £5m on relatively small decline in revenue of £3m.Peel must be factoring in a huge increase in royalties for this year only. I assume this is based on Total War 2 sales.2017 Rev 158.1m PBT 38.4 eps 95.1	nod	Read Full Thread Reply
13/9/2017 19:41	Was thinking the same - out of a hat ?	panic investor	Read Full Thread Reply
13/9/2017 19:20	Blimey that all looks a bit strange. Wonder how they got to those numbers.	shanklin	Read Full Thread Reply
13/9/2017 18:14	Peel Hunt forecasts for 2018 & 2019 on ShareScope are: FY 2018: Turnover: £182.4m Profit: £55m EPS: 136.2 DPS: 100.0 FY 2019: Turnover: £179.4 Profit: £50m EPS: 123.8 DPS: 110.0	robinnicolson	Read Full Thread Reply
13/9/2017 15:04	The RNS is the wrong way round by the looks of it lol	panic investor	Read Full Thread Reply
13/9/2017 14:37	Then 22nd is Ex Divi	flatoutfred	Read Full Thread Reply
13/9/2017 14:23	This is perfect as I can trade a few positions before getting back in on the 22nd - qxt -kws - acso	panic investor	Read Full Thread Reply
13/9/2017 14:22	21st is ex divi - you have to hold on 22 to receive it	panic investor	Read Full Thread Reply
13/9/2017 14:18	when is Ex Div date Nod - I know, I'm lazy !	flatoutfred	Read Full Thread Reply
13/9/2017 13:38	Do we get any money from the video game side ? Please remind me someone	panic investor	Read Full Thread Reply

Chat Pages: 94 93 92 91 90 89 88 87 86 85 84 83 Older