Games Workshop Share Discussion Threads

[luderitz] 18/9/2019 07:44

Trading Update short and sweet

[cockerhoop] 17/9/2019 22:48

Nod,

Completely agree regards the nimble & flexible point.

My local store has recently moved from 1 man operation (exceptional manager with the store being open 5 days a week) to having an additional 2 part time staff allowing 7 day operation.

This setup will be trialed and dependent on revenue growth the store will either revert to single man operation, continue the current trial setup permanently or expand the hours of the part time staff further.

[nod] 17/9/2019 21:13

Analysts have pointed out that GW stores have a very basic fitout compared with most stores. Not much better than an Op Shop. This makes it easier (lower cost) to close and open stores, which they do continuously. High council rates seem to be a problem in many UK towns. The landlords are often very large property companies or property funds who can afford to have empty space if it gets them higher rents overall.I like that GW can be nimble and flexible.

[mozy123] 17/9/2019 10:50

The same happened to the meadowhall store sheffield.

Theres a store in sheffield city centre and rotherham so wasnt much of a big issue.

Was good for the boys to sit around and paint while the wifes were in meadowhall spending the wonga.

[shanklin] 17/9/2019 10:48

Agreed, its unfortunate for the customers in the short term but landlords have increasingly less power to impose excessive rents especially in the secondary areas GAW normally frequent.

[cockerhoop] 16/9/2019 15:20

Certainly demonstrates both customer loyalty and GAW's refusal to overpay for rents.

[robinnicolson] 06/9/2019 10:23

Games Workshop is discussed in the latest Investors Chronicle podcast. Phil Oakley, a very good financial analyst/author in my opinion, loves the business.

[nod] 06/9/2019 05:11

Are Games Workshop Group Insiders Aligned With All Shareholders?

[cockerhoop] 03/9/2019 13:51

Notes 19 & 20 make the relationships pretty clear

[xajorkith] 03/9/2019 13:03

You sure nimbo1?

Below suggest otherwise, but not entirely clear.



Funds accumulating on weakness either way.

[czeck] 03/9/2019 12:57

Am i missing something (?) the RNS lists SFM UK Management LLP has having less than 5% stake whilst Soros Fund Management LLC shows nothing.

[nimbo1] 03/9/2019 11:46

that is slater fund management...

hxxp://www.slaterinvestments.com

[cockerhoop] 03/9/2019 11:25

Nope, Soros is definitely building a stake in GAW - currently 5.09%



Maybe he's working through the 'G's' and buying what he likes :-)

[czeck] 03/9/2019 11:15

George Soros is building a position in GAM NOT GAW!

[zoolook] 27/8/2019 09:41

His concluding line is:

“a score of 7.2/10 is just about sufficient to recommend Games Workshop for long-term investment.”

And:

“Richard owns shares in Games Workshop.”

I’ve bought a second slug this morning. Fingers crossed for a good update in September.

[nod] 24/8/2019 23:36

ii opens its GAW update by comparing two paragraphs from annual reports in May 2016 and May 2019. Tom is no longer an exec but his vision is still relevant.



Its return on capital is "spectacular", ensuring this stock keeps its place on the investment frontline.

[bamboo2] 23/8/2019 17:50

A confirmed H&S pattern has a tp around historical support approx 4000

[sd_anon] 23/8/2019 17:32

Well spotted Robin. Rightly or wrongly Soros buying in does rather inspire confidence. share price drop odd but maybe just brexit and trade war jitters. Hoping for news that the new ex-Sony NED does a deal to sell the rights to the Angels of Death animated series to a TV channel rather than just releasing it on the Web.

[robinnicolson] 21/8/2019 11:15

George Soros is building a position in GW.

[nod] 21/8/2019 03:39

Secrets behind the enduring popularity of shops like Hotel Chocolat, Games Workshop and Lush



While its stores most definitely hold 'destination' status, they are not glamorous or expensively fitted out units. Far from it.

'Much of the physical merchandising still falls victim to the 'closed boxes on shelves' retail design which can be cold,' Shepherd points out.

'But the hands-on approach of the staff creates a terrific experience despite that.'

[nod] 21/8/2019 03:35

The goal of this article is to teach you how to use price to earnings ratios (P/E ratios). To keep it practical, we'll show how Games Workshop Group PLC's (LON:GAW) P/E ratio could help you assess the value on offer. Based on the last twelve months, Games Workshop Group's P/E ratio is 21.52. That is equivalent to an earnings yield of about 4.6%.