Just don’t let Keir Starmer or Rachel Reeves anywhere near Nottingham!! |
A few house builders and developers floating around the 90s entry 100 cap , the housing market is due a boost soon so will be competitive at that ftse entry position , but will make a nice entry for British manufacturing company on the news front, I know I know a little just guessing now |
Highest price ever is this period .. last peak was 1194 may 21, uncharted ground .. must be ftse hunters jumping in early .. maybe |
FTSE 100 closer.. but how high can it realistically go , even in there .. any ideas of the ceiling potential realistically... whats it worth ? |
3*
Michelmersh Brick Holdings Plc, the specialist brick manufacturer, announced a pre-close trading update ahead of its final results for the year ending 31 December 2024. Following the half year results announcement on 3 September 2024, the trading performance of the Group has continued to be resilient into the final quarter of the financial year. The Board expects revenue...from WealthOracle
wealthoracle.co.uk/detailed-result-full/MBH/1006 |
4*
Games Workshop issued an upbeat trading report this morning which has sent the share price surging up to new record highs. Trading since the last update on 18 September 2024 is ahead of expectations. The Board's estimate of the results for the six months to 1 December 2024, at actual rates, is core revenue of not less than £260 million versus 2023/24: £235.6 million (+10.4%) and licensing revenue of not less than £30 million...
...from WealthOracle
wealthoracle.co.uk/detailed-result-full/GAW/1005 |
41000 according to advfn |
Can anyone see the volume? Hargreaves Lansdown isn't showing anything useful. Is this actual buying or an MM rerating? |
 Peel Hunt comments:Upgrades on impressive 1H Core sales grew 11% in actual currency to at least £260m. This is despite the tough comp from the 40k launch and currency headwinds. Royalties should be no less than £30m in 1H vs £13m in 1H24 and £31m in FY24. The company expects 1H PBT to be not less than £120m, a 25% increase vs the prior period. We are upgrading FY25E PBT 6% to £210m. This leaves plenty of room for upside if the Christmas trading period goes well. On a roll Games Workshop has delivered an exceptional 1H performance despite tough comps. We increase our TP from £120 to £135 and retain our Buy rating. Strong sales growth. The company expects core sales to grow c.11%, and we estimate a 1-2% currency headwind. This is highly impressive in our view, given the strong comp from the 40k launch last summer. The hobby remains in excellent health, and the success of Space Marine 2 has increased its profile and helped short-term revenues. Impressive royalties. There was a material boost from Space Marine 2, which was released in September and reported to have over 4.5m unique players in just over a month post launch. Upgrading forecasts. We are upgrading our FY25E PBT 6% to £210m. The company next plans to update in January, when we should have greater clarity on the potential for the full year. |
90th position qualifies for automatic entry I think. Who knows if it'll stay that way, but if it does it'll be interesting to see how the valuation settles once its in. |
Fun Fact - as of now, GW has the 88th/89th ish biggest market cap in the FTSE. |
Fantastic result. I do wish they could be more forrhcomimg with news.
And a share split should be done. Say 20 for 1. |
Increasingly close to ftse100 |
Great news!
Warhammer maker Games Workshop lifted half-year guidance after trading in the last two months exceeded expectations. The company on Friday forecast pre-tax profit of at least £120m for the six months to 31 December, compared with £96.1m a year earlier. Core revenue was estimated at not less than £260m and licensing revenue of at least £30m. |
That's a massive rise! Profits up 25% on prev year (budget small increase). Licensing income (almost no costs, just income) over double previous year. This is wonderful news :-) |
Great trading update - ahead of expectations.
Nice.
Suet |
Interesting read.... |
The telegraph article I read separately goes on to say Ukrainian soldiers were doing the same, who would refuse such a simple comfort to a human being in such times. He added that it reflected the huge popularity of the game in Russia and Ukraine and purity seals have been worn by soldiers on both sides as far back as February last year. |
Something tells me that they may not be very effective in the real world at protecting canon fodder! |
I hope we will be taking steps in Court to protect our intellectual property |
Didn't expect to see Warhammer being extensively profiled as part of the Ukraine war! |
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. |
mid 80 pound and 50 pound .. it doesn't like the sterling symbol |
I post not to convince or drive a short term profit or short, it's because I love the product .. I have a small basic car worth of shares and have held them since mid £80 not that long sgo, why i sold mine at £50 ish a long time ago was pure greed and some fear it was to good to be true , how wrong i was... for me the fundamentals are the belief in growth of a product not the charts or the algorithms of the market movers .. some products stand out . I am just sharing my thoughts on one of them . |
I was looking at their store the other day , they were charging 25 pound sterling for some plastic components for the raven guard space Marine.. unpainted .. if it costs more than 50p to produce I would be amazed . The hobby is many fold , from young pc gamers and the rest, then table toppers who all play streaming online now mostly anyway so no geographical restriction.. to the painters who don't even play .. just a painting hobby . And then for the readers and lore fantasists the literature .. the horus legacy .. with another 370 odd titles .. with the wealth of lore attached .. it is like LOTR meets Star Wars ... how big was LOTR before the films.. all they need is a receptive media producer .. they will surely find one if Amazon get to pawsy .. If you think Games Workshop is just a game , it isn't. |
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