Games Workshop Share Discussion Threads

[epo001] 09/11/2020 14:29

Well, GAW sharply down today.

[suetballs] 09/11/2020 14:28

epo - we all know there are still hurdles to jump but compared to yesterday the covid picture is very much brighter.
And the generally blue stock markets think so to.
Suet

[epo001] 09/11/2020 12:52

Off topic but press releases have no therapeutic benefit. Vaccines have to undergo extensive trials, get manufactured, get distributed and then get applied to people. Emergency services, health workers and military will be head of the queue, followed by the wrinklies. If it is like the flu and mutates, you'll need a new jab a year or so later. I really think that, albeit somewhat toned down, now is the new normal.

What is not good for the share price is the customer base losing disposable income which continued lockdowns make inevitable

[suetballs] 09/11/2020 12:37

A vaccine - not so good for the share price here but well done the chemists.
Suet

[skirbell] 09/11/2020 08:59

There's a few companies in Nottingham that have been formed by ex-GAW staff. Mantic Games is another. Battlefront Games also have an operation in Nottingham but have their HQ in NZ after their founder, a former GAW staffer, emigrated there.

[luderitz] 09/11/2020 06:30

How interesting I had no idea about Warlord thanks for the link Nod.

[nod] 09/11/2020 04:06

I happened to bump into this company again on my Cyber travels today. They are also based in the heart of wargaming’s spiritual home, Nottingham. Former GAW staff, made redundant in 2007, set up a toy soldier manufacturing and tabletop gaming company with historical themes rather than fantasy. Airfix meets Warhammar.
Read more about Warlord Games

[nod] 09/11/2020 01:44

Haha. Yes, I forget how high the share price is. I bought below 2 quid (not 20 quid) and can't get my head around these big numbers when I'm tired.

[cockerhoop] 08/11/2020 14:53

1rcl,

UK independent Alchemists Workshop say they are sending the MTO Indomitus set to customers from tomorrow. They still have a 100 or so copies left from the 600 odd they ordered (guessing 400 customer orders + 200 stock) which is a pretty significant overspill order.

The way the MTO was handled (it didn't appear to be clear initially that independents would be able to get the MTO supply) must have funnelled customers towards GW online imo.

Very hard to read too much into Friday's TS imo as Q1's margin was such an outlier at 50% (excluding royalties) and they're always conservative when using 'at least'

[troy holton] 08/11/2020 09:33

Nod, you may wish to spend another minute or two reflecting on your comment re the share price, lol! I really wish the price had fallen to below £4 as I would have seriously loaded up! In fact it was £40 and it quickly doubled to £80. Good luck to all LTH’s.

[1rcl] 08/11/2020 09:18

It is rumoured that the Indomitus made-to-order shipping has begun. If true, this will enable the revenues for these orders to be credited to H1 figures. Perhaps this was the trigger for the Friday afternoon announcement? Who knows (I certainly don't)?


hxxps://spikeybits.com/2020/11/rumors-indomitus-mto-orders-shipping-has-begun.html

[nod] 08/11/2020 07:14

I've spent 10 minutes reflecting on the recent share price gyrations driven by the UK lockdown. Back in March the share price fell well below 4 quid before doubling to 8 quid by June. The anxiety is understandable but probably overdone given our international business and online trading (both GW online and Trade online).
I'm not giving advice.

[nod] 08/11/2020 02:44

GW continues to trickle out teasers for the Angels of Death animation series. It was originally scheduled for late 2019. Covid takes the wrap for recent delays.

17 October 2020 teaser:
"The team behind Angels of Death are continuing to wow us with gritty, blood-spattered action as the Blood Angels come to life (and, everyone in the office agrees Livia Sorken is shaping up to be one badass ship’s captain). It looks like there’s going to be some seriously bloody combat in that show."



In that same article was a teaser for another animated series:
"Hammer and Bolter also continues apace – you can see shots from three episodes in this showreel. That pledge made earlier in the year, that this animated anthology would explore the breadth of the 40K universe, is definitely coming true! We’re probably speaking for everyone when we say, we need to see more Aeldari action."

[nimbo1] 07/11/2020 14:25

I reckon you’ll see this at 150 over the next few months. I’ll have to buy more on Monday.

[epo001] 07/11/2020 11:16

Happy holder, wish I'd bought more. But 15% of my ISA holdings so also wish some others had done as well.

Does anyone know what the timing rules are for funds like Buffetology who have to sell? Is it a set time period or can they bide their time and sell into a rising market like yesterday?

[scooper72] 07/11/2020 10:24

Many thanks. Helpful summary

[shanklin] 06/11/2020 21:59

No problem 1smw.

Hopefully we will get some more detail through Peel Hunt

[1rcl] 06/11/2020 21:51

New job: SENIOR LICENSING MANAGER (NORTH AMERICA)

"As the Senior Licensing Manager for North America, you will develop and deliver a comprehensive consumer products licensing programme across all our brands to achieve TRIPLE-DIGIT ROYALTY REVENUE GROWTH IN OUR LARGEST AND FASTEST GROWING MARKET."

Triple digit growth - tick. Massive North American market - tick.

[1rcl] 06/11/2020 21:49

New job: LICENSING MANAGER (INTERACTIVE)

"This is your chance to be an integral and crucial part of a leading global Licensing department working with, and finding, some of the best-in-class developers and publishers making world renowned video game franchises – such as Vermintide or Total War: Warhammer.

This role will be responsible for DRAMATICALLY BUILDING AND GROWING OUR REACH AND ROYALTY INCOME in the video games market by developing and managing new top tier partnerships and maximising existing relationships to reach full potential."

Grow that video game licensing income even faster.

[1rcl] 06/11/2020 21:44

New job: HEAD OF ENTERTAINMENT CONTENT LICENSING.

"We are looking for a senior level Head of Entertainment Content Licensing to help develop and deliver our strategy of building Warhammer into a global multi market IP franchise. OUR AMBITIONS ARE ENORMOUS and our long term strategic goal is to ensure Warhammer is one of the top fantasy IP’s in the world."

Licensing is almost pure profit.

[woland1] 06/11/2020 20:34

I did the same, took a 160% profit which would normally be fantastic. Now I'm just kicking myself for my short sightedness.

[superstardj] 06/11/2020 20:04

Buffettology laughing all the way to the bank.