Games Workshop Share Discussion Threads

[velocytongo] 31/12/2019 14:53

I think that Disney is the obvious buyer because GW is already the Disney of fantasy and it would give them a bigger entrance to the Asian market, where fantasy is huge. WoW took big money in China.

[drcheinstein] 31/12/2019 14:18

Hopefully that post all made sense. Sorry Newbie on here (and some weird issues when trying to post) but following GAW very closely and hodling. I remember some speculation a while back on if anyone would buy them. So just to add my 2p.

Hasbro who own Wizards who own D&D could be interested but it is a very different business. The VC who bought Fantasy Flight Games might also be a contender.

However I really do not think the GAW board will accept any old offer given current performance and its direct competitors are still quite small - Mantic, privateer press etc...

The question is - if the IP becomes more mainstream and if the entertainment side takes off - will Disney take a serious look? Unlikely currently given the heavy investment in Star wars IP (which in some ways competes).

Its a unique company with a very strong moat. Lets hope good results in the new year push the price towards 75

[drcheinstein] 31/12/2019 14:03

via anonymous sources at Faeit 212
Apparently GWHQ is buying and creating more design studio space, manufacturing space and machines and more warehouse/logistics space.

The reason for this is they’re changing the whole process from design to manufacture to shipping.

The design studio is apparently being split into 40K/HH, Warhammer Fantasy/AoS and Specialist Games/merchandising/media (films, cartoons, games etc).

HH is set to become a staple gaming system alongside Warhammer Fantasy. So we will have ‘historical 30K’ (Great Crusade, Heresy era and The Scouring) alongside the ever changing narrative of the ‘current’; 40K storyline. HH will still be based on modified 7th Ed rules where as 40K will be based on the new 8th and onwards rules.

The same will happen with Warhammer Fantasy and AoS. Warhammer Fantasy will be the old style rules, slightly modified, just like current HH. With AoS being the ongoing narrative we’ve seen so far.

It will be like a historical-current affairs type of deal. One to cater to the old guard and one to the new guard. If that makes sense. We’ll be able to play ‘historical217; (HH/WFB) and ‘current-future’ (40K/AoS).

Specialist Games will cover Titanicus, Inquisitor28, Necromunda, BloodBowl, GorkaMorka, BFG, Aeronautica, Warhammer Quest etc.
They will also cover the new media fronts. Such as the new films, TV series, kids cartoons, comics and computer games etc.

And there will apparently be extended merchandising.
I believe the aim is to cater to everybody and to bring back old fans as well as drawing in many new fans by going more mainstream!

This is an ongoing thing that is going to take several years to fully realise but it all sounds very promising. Especially with Horus Heresy and Warhammer Fantasy getting far more support with the aim to bring them inline with the current ‘core’ gaming systems like 40K/AoS with cheaper ways to get into them!

[nod] 26/12/2019 01:02

FTSE 250 winnershttps://www.ii.co.uk/analysis-commentary/ftse-250-stocks-winners-and-losers-2019-ii510025

[d40eq6] 23/12/2019 08:24

£60 achieved. I bought in at £8.52 (albeit only have about £600 of that original investment in play!). Incredible share.

[cockerhoop] 21/12/2019 17:48

Just re-read our comments from Dec 18 through Jan 19 when the share price was around £29 - quite interesting.

Can understand why Typo56 hasn't visited in a while ;-)

[nod] 20/12/2019 22:33

ADVFN gives GAWs 52-week range as 2765 - 6005. I suppose it would be greedy to hope for a Santa Rally.:)

[push n run] 20/12/2019 21:51

Come on GAW, £60 before the end of the year, you can do it.

[robinnicolson] 20/12/2019 09:41

With a market cap. of £1.948 billion, Games Workshop is currently ranked 193rd in the FTSE-All Share index.

[nod] 19/12/2019 11:04

There were seven trades at 6000 or over. :)

[nod] 19/12/2019 11:00

Good one :))

[nimbo1] 19/12/2019 10:53

I think you can say the market has already had a decent Santa rally!

On the metrics GAW still looks like the best UK listed company to me in terms of growth, divi and ROCE combo... who knows where it might go. There will certainly be a lot of instils saying why on earth do we not own some of that...

[daijavu] 19/12/2019 10:40

I wonder if we will have a Santa rally? £70 would be good.

[daijavu] 19/12/2019 09:49

I hope so :-)

[cockerhoop] 19/12/2019 09:47

Resistance is futile :-)

Sisters of Battle will be storming the barricades in January & February.

[daijavu] 19/12/2019 09:31

Some resistance at £60

[cockerhoop] 18/12/2019 18:57

£60.70 would make it a nice round 100% for the year!

[nod] 18/12/2019 18:53

We should reach 6000p this week. US stock markets are strong despite impeachment.

[nod] 17/12/2019 20:25

GBP is still relatively low against USD. Around 15% lower than five years and 18% lower than ten years ago. What happens in the USA will have as much influence on the exchange rate as what happens in Britain. The US economy has been performing much better than Europe in recent years.

[daijavu] 17/12/2019 15:42

You are quite right. I'm at fault.

I don't normally make political comments on these boards. I just got carried away by my annoyance that he should create unnecessary market uncertainty by creating an unnecessary cliff edge when his large majority in the House means he doesn't need to.

[cockerhoop] 17/12/2019 14:53

I don't disagree but i'm trying to refrain from political comment ;-)

Let's keep it GAW - the weak pound is a tailwind as 75% sales are overseas.

[daijavu] 17/12/2019 14:38

I hold some and I'm not selling. I was just commenting on the moronic Trump clone we now have as our PM and the damage he has already starting to do to our country. The stockmarket certainly doesn't like his plan for implementing Brexit. He is not allowing sufficient time to do it properly.

Sharecast news midday today:

"London equity markets were under the cosh amid worries about a no-deal Brexit"

"the pound gave up its post-election gains."

One statement from Boris about his Brexit plans has hit both the stockmarket and the pound. That takes some doing.

[cockerhoop] 17/12/2019 12:57

If you think that then sell your stock - assuming you hold some.

[daijavu] 17/12/2019 12:28

The stockmarket is not taking Boris's pronouncements well. I think even GAW might struggle.