I think it's a little more complex than that Lauders.
There's a 3 year release cycle that skews sales somewhat. Year 1 New 40k Edition, Year 2 New AoS Edition, Year 3 Other various Games new releases (Horus Heresy or new paint etc).
This FY is Year 2 in the cycle so Q125 was a really tough comparable as 40k new edition released in Q124 is by far the most anticipated new release. My own view is GAW had an exceptional Q225 this year to produce the great numbers posted in the November update. The successful release of the Space Marine 2 video game led to increased GAW website traffic in Oct & Nov.
The 40k release schedule in H2 appears much stronger than in H1 so should drive core sales. for example The Death Corps of Krieg sold out completely on this weeks pre-order weekend which is a good sign.
I think GAW's conservative reporting style and guidance does somtimes lead to short term negative responses to results as it can look expensive compared with lowball f/c's of growth. |
The chart would suggest that the results at the start of each year are more negative (short term) than positive for the price. Is that what long term holders have experienced? Just checking as may well top up (not a long term holder) post results than today. I know it depends exactly what the results state, but just gone ex-dividend, and any further short term catalysts expected? Thanks. |
Yes tomorrow RKeck |
Wish i could say it was. |
Half yearly results tomorrow I think. |
Kennewil - was that a deliberate pun on “Severn Trent” and “underwater221; ? |
Also posted on severn trent. Likely v desperate and very underwater. Now on ignore list |
Last commet does not relate to GAW from 1elonmsusk |
More local flavour... Nottingham is truly the Silicon Valley for war games
www.nottinghampost.com/news/nottingham-news/nottingham-silicon-valley-war-games-9833382 |
Err… to be clear… I was not serious. I do believe Kevin Rountree is a real human (he was born just outside of Bretonnia). |
I think companies house requires all sorts of proof of existance, like passports. |
The photo is of Alastair Osborne Chief Business commentator at The Times. |
Is the photograph shown here incorrect? |
It is remarkable that no photos of Kevin (or indeed ex CFO Rachel) appear to exist although having met them both several times I can confirm I could pick them out of an identity parade :-) |
There is a theory that the CEO (Kevin Rountree) doesn’t actually exist based on absence of photos of him. Perhaps he is a fictional character… a corporate deity if you will… could be true. |
I have been saying all along that this CEO is a different breed. Do we really think he would care about the market/institutions when he has the audacity to write a trading update in 6 words with no numbers! Like COMMON guys! |
FTSE 100 tomorrow , a far cry from the shop in Hammersmith west london i used to visit 40 plus years ago and dreaming of buying one of their painted dragons... those originals be worth so thing now |
Harris, GAW effectively entered the FTSE 100 at COB yesterday hence the large uncrossing trades at the end of the day. So the FTSE 250 index funds sold and the FTSE 100 index funds bought. The negative price response over the day suggests more selling than buying in the runup as price discovery occurred.Kinda puts to bed the allegations on here with regard to collusion between the institutions and the board :-) |
High volume traded today: according to investing.com 1.018 million traded vs 71.9 thousand average daily volume. |
Thank you pob69 |
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