Games Workshop Share Discussion Threads

[az4hr] 25/11/2020 13:21

Rally Hate the Markets At the moment

[daijavu] 25/11/2020 12:16

Perhaps the bad news is that some people think that GAW is just an online retailer that has been getting a lockdown boost.

It will rebound. I'm sure of it

[suetballs] 25/11/2020 09:28

Yes the constant falls are getting a bit tedious.
Back to £100 please.
Suet

[prettygreen] 25/11/2020 09:19

It's unbelievable that this touched £121 two weeks ago and is now under £94 on no bad news. Shows how crazy things have become after "vaccine news"

[shanklin] 24/11/2020 16:17

Never expected to be buying GAW shares again, but this is getting silly... ...so have been adding.

[igoe104] 24/11/2020 14:24

Its probably Ruffer selling more shares into the market, they are doing it with VLX as well. Any postions that have done well they have been downsizing.

[1rcl] 24/11/2020 12:54

Nimbo - yep - market prices inflict just enough pain to extract maximum regret. It's sort of horrible and impressive at the same time. Makes the 'game' a good challenge.

[bisho4] 24/11/2020 12:52

There are probably a few people who bought lower down now locking in some profit and putting the money into "covid recovery" stocks.

(I don't buy that Warhammer is a Covid stock. Yes, it has done well, but it was doing well before.)

Most likely these sellers are buying into share price spikes, along with the rest of the herd, and will wish they'd kept their money in GAW :)

[nimbo1] 24/11/2020 12:49

getting a bit painful now but that's the markets for you

[scooper72] 24/11/2020 12:21

Well. I'm carrying to drip feed in 10 to 15 shares every time it drops. Hoping 9000p will be a bit of a floor.

[huntie2] 24/11/2020 11:54

so is support at 9500?

[life share] 24/11/2020 11:30

Just topped up，hope we will back to 100+ soon.

[wildchild] 24/11/2020 11:23

Sorry for the down day today. I've just bought in yesterday !

[woland1] 24/11/2020 10:53

Interesting, could be big. Get hold of some of the Supercell's Clash of Clans market. Lots of revenue potential.

[cockerhoop] 24/11/2020 10:30

Mobile anyone?

[cockerhoop] 24/11/2020 08:48

It used to be mentioned regularly by Peel Hunt to moderate forecasts! :-)

[nod] 24/11/2020 08:25

Currency exchange rates is not mentioned very often by analysts, but is very important for GAW as an exporter. A rising GBP would damage profits.GBP has not recovered to its pre-Brexit Referendum levels. It still has Brexit hanging overhead and causing anxiety. It's difficult to see GBP rising strongly, which is good for GAW.

[1rcl] 24/11/2020 00:39

Prices for this year's Battleforce sets are now being reported.

Last year, most were $185 (with a few below at $170 and one outlier above at $200). This year, they are all either $200 or $210 (with $210 being in the majority).

If the Battleforces are made in at least equivalent quantities to last year and also sell out (as they always have done while I have followed GAW, albeit with some boxes taking longer than others), this seems supportive of margin improvement (something GAW is always targeting).

These go on pre-order next weekend, so they should give a good start to H2 revenues.

[patient fox] 23/11/2020 21:38

fast forward to 18:13 for gaw comments.

[thewheeliedealer] 23/11/2020 21:22

Hi all,

My mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Podcast a few days ago and part of our discussion includes GAW. We also chatted about loads of other Stocks and Ideas for research and did a particular bit about Luck vs Skill. We also discussed the outlook for Markets and as usual a fair bit of educational stuff with regards to Investing.

Anyway, if you use Apple, Audioboom, Overcast or Spotify you can find it under the 'Conkers Corner' Channel (you want Podcast TPI 36) and you can find it on Soundcloud at the link below. It is also now on Youtube.

I hope you enjoy it and find it useful,

Cheers, WD
@wheeliedealer

[sogoesit] 20/11/2020 09:58

Here's a good list of the uk indices by market cap for promotion/demotion.
Next review date is 02 December...



GAW is at 121.

[mad foetus] 20/11/2020 08:40

Added this morning, think that once it breaks beyond 100 it should regain aths

[shanklin] 20/11/2020 07:35

LOL, the spread on JIM is wider now than before the spilt, making it more difficult to trade than nefore this happened. Good for MMs, negative at best for the rest of us.

Obviously GAW is far more liquid so perhaps a wider spread would not be an issue here.

[jonut] 19/11/2020 23:11

Jarvis (JIM.LSE), have recently split their shares 4:1 in mid October. There is some interesting discussion on the subject on the JIM board.