Games Workshop Share Discussion Threads

[robinnicolson] 15/1/2021 13:02

Phil Oakley talks for c.15 minutes about the RNS in this week's IC Alpha Podcast. Spoiler: he's still very bullish....pre-tax profit of £165m and 407p for FY21 should be comfortably achieved.

Definitely worth a listen.

[goldilocks1] 15/1/2021 09:41

i have commented regularly elsewhere that share price moves unpredictably and in large chunks ..... it was one of the reasons i did not invest for ages and ages .... that i do not understand the fascination of these figurines etc was another, but ours not to reason why .... at the end of the day, there can be no denying that the company is (now) very well run, clearly knows its market and treats its investors very fairly with its divis

[hyper ai] 15/1/2021 09:09

just a serial loser - stock looks weak here

[goldilocks1] 15/1/2021 08:51

oh little green-eyed one ..... i tell the truth; far too difficult and complicated to lie ...... i'm not 3i !

[luderitz] 15/1/2021 08:46

Don't believe him he trots this stuff out regularly and has done for decades -(:

[goldilocks1] 15/1/2021 08:44

wow! .... got lucky this morning and top-sliced my trading position while it was well up .... it is now in distinct negative territory

[jaf111] 15/1/2021 07:43

Shanklin / Donald - Thanks, all clear now!

[shanklin] 15/1/2021 07:17

JAF111

Reread the RNS. There is no forthcoming 80p dividend.

[nod] 15/1/2021 02:13

After significant growth during the 1980s, founders Ian Livingston and Steve Jackson sold their shareholdings for 10 million GBP. That was 29 years ago.New owners included Tom Kirby, who refocused the business towards a younger market.Ian Livingston often says, 'most boys love painting toy soldiers.' He describes the business model as simple and enduring.During the 1950s I spent many hours painting plastic toy soldiers, tanks and guns. By the early 1960s, I had graduated to painting and assembling more complex Airfix models.Sixty years on, boys today are following a path much the same as I did, and they will be in another sixty years.Ramblings of an old man. LOL

[robinnicolson] 14/1/2021 20:39

The viewpoint of a hobbyist: "Warhammer looks expensive, but the truth is more complicated"

[luderitz] 14/1/2021 17:31

Not at all any time -):

[goldilocks1] 14/1/2021 16:29

you're right ludo; this is indeed a sensible thread
many thanks :-)

no idea of course whether most are active traders or if they hold (GAW) for the long term

[donald pond] 14/1/2021 14:41

They were the historic ones paid in H1, so:
Dec Ex Amount
17/9/20 23/10/20 50.00p
13/8/20 21/9/20 30.00p

[rp19] 14/1/2021 14:39

Agree on the App. On Play Store the average score is 1.9 based on over 5,600 reviews with over half of all reviews providing a 1 star rating. Though I note one recent reviewer says that "the App has become so much better since its initial debut". Most negative comments appear to be relate to regular crashing, not particularly mobile friendly and high cost.

[jaf111] 14/1/2021 14:34

Thanks Donald but any info on the 80p divi announced 2 days ago?

[donald pond] 14/1/2021 14:24

Went ex-div for 60p on 17/12, payable on 25/1

[jaf111] 14/1/2021 14:19

Anyone know when this goes xd for the 80p divi.....and also when will it be paid?
Can't see the answers in the half year report.......

[trainsailing] 14/1/2021 13:38

Nice to see the market seeing sense again here today. Hopefully they can sort the app out and this can add to the revenue stream. Just taking a look on the IOS App Store and it has some very scathing reviews. 1.8/5 from nearly 500 reviews.

[shanklin] 14/1/2021 11:59

LOL JAF111

I am sure the EPS will be £4.00 plus and but with the number of moving parts, even the company probably has little clue where the year will end up. Three of the last four years, H2 has been stronger than H1, the exception being caused by the pandemic. So, I am hopeful we will see EPS of £4.50 but none too sure about that.

I appreciate that is of little help, especially as I have no in-depth knowledge of the products being sold by GAW.

[nod] 14/1/2021 11:45

As you may know, I've been optimistic over the past year that the release of the two TV series will give GAW sales a boost by reaching new recruits. It looks like Eisenhorn is close to ready, and the outlet is yet to be selected."Our development work on a TV series, based on the Eisenhorn series of novels, continues with the appointment of industry agency representation to help us place the project."

[jaf111] 14/1/2021 11:32

Would you be good enough to give us some proper numbers then Shanklin?

[shanklin] 14/1/2021 11:28

FWVLIW on the broker forecast front, the consensus EPS for the current year has increased from 339.55p to 344.577p. The forecast for next year has increased nearly 5p to 368.54p to 373.188p.

Obviously all four numbers are complete rubbush.

[luderitz] 14/1/2021 11:26

Thanks for the informed thinking all, this is what most threads should be more like.

[wanttowin] 14/1/2021 11:06

Normal service resumed.