Games Workshop Share Discussion Threads

[princesa_consuela] 18/12/2023 15:10

"exclusive rights to Amazon in relation to films and television series set within the Warhammer 40,000 universe"
does Warhammer+ then not count as a television series so that Games Workshop retains the rights to continue the service? perhaps it can be further explained in the H1 report.

[saint or sinner?] 18/12/2023 15:02

... from someone who sold 2 million pounds worth of shares

:-)

[hocuspocus1] 18/12/2023 14:17

Well someone just bought 2 million pounds worth of shares.

[vprt] 18/12/2023 13:51

The announcement on Warhammer Community is not only more fun (you should go there to see the illustration) but also more informative than the RNS:

Warhammer Amazon Contracts Signed! The News Every Warhammer Fan Has Been Waiting For
Back in December last year we announced Games Workshop and Amazon Studios had signed an agreement in principle to work together to bring the Warhammer 40,000 universe to screens, big and small.

Well, today we have an update, and it’s one we’ve all been longing to hear. We’ve now signed the full agreement and the next stage can begin!

WHCinema (1)

Now comes the fun part: working out all the creative details with our partners and getting the first script written and into production. What Warhammer 40,000 stories should we tell first? Should we kick off with a movie or a TV show? Both?!

All we can tell you right now is that an elite band of screenwriters, each with their own particular passion for Warhammer, is being assembled to help bring the setting and characters you love to the screen. This illustrious group will be championed by Henry Cavill, who stands ready to take his place as executive producer – bringing his pen, sword and/or spear to the project.

TV and Film production is a mammoth undertaking. It’s not unusual for projects to take two to three years from this point before something arrives on screen. Still, things are now properly rolling, and you can bet we’ll bring you all the latest updates and cool snippets as soon as we’re able.

- link might not work, but trying:
hxxps://www.warhammer-community.com/2023/12/18/warhammer-amazon-contracts-signed-the-news-every-warhammer-fan-has-been-waiting-for/

[smcni1968] 18/12/2023 13:07

Below is from Jefferies

[smcni1968] 18/12/2023 13:06

Amazon Deal DoneA year after announcing its 'agreement in principle' with Amazon, GAW has today announced that the deal has been signed to develop 40k into films and TV series. There will be a 12-month period to agree creative guidelines, but we had always anticipated an extended timeline (up to 3yrs) until 40k actually hits the screens. Fundamentally, we think the deal offers substantial long-term upside for Warhammer to build its global brand exposure.Amazon/GAW deal done! Almost a year to the day after announcing the agreement in principle, GAW has today announced that it has entered into an agreement with Amazon to develop the Warhammer 40k universe into films and television series. GAW has granted exclusive rights to Amazon within the 40k universe, together with an option for Amazon to license equivalent rights in the Warhammer Fantasy universe following the release of the initial production. There will now be a 12-month period during which the two parties 'agree creative guidelines' and the agreement will only proceed once these have been mutually agreed by GAW and AMZN. There is no change to FY24 guidance.A positive development, but a long lead to screen. Although we had always been confident an agreement would be reached, this news is clearly a positive development, with some having begun to question progress after the hiatus. That being said, we expect an extended timeline until we see a Warhammer 40k production actually hit the screens. After the 12-month period to agree creative guidelines, the process will include hiring a writer, preparing scripts, finding locations, building sets, filming, production and postproduction. In all, we are of the view that it could be 3 years before a first TV series is aired on Amazon. We also note that there can be a c.2-year gap between seasons, unless the schedule is fully committed and well planned in advance.We have estimated GAW could earn $1m per episode. There are a range of fees that an IP holder and Executive Producer can expect to earn, including an option fee linked to an IP purchase price, Executive Producer fees, and a per-episode rights-holder royalty payment. While there is clearly a high degree of uncertainty, based on an episode budget of $20-30m, we believe the rights-holder could earn $1m per episode, or $10m assuming a 10-part series. Moreover, we should anticipate both fees and bonuses being higher in follow-on seasons.Brand exposure offers substantial upside. We are particularly upbeat on the potential for core brand sales to be enhanced by the exposure of a TV series, believing that the downstream effect on miniatures revenues could be significant. For context, we believe key titles can reach c.20% audience penetration on major streaming platforms - given Amazon has previously reported c.200m Prime members streaming shows/movies, the potential for Warhammer to build its global exposure is clearly a huge opportunity.

[smcni1968] 18/12/2023 10:02

Talks about talks have been concluded, so now the real talks start.

[fenners66] 18/12/2023 07:58

Not so sure - its essentially announcing another 12 months delay and they still may not agree on the groundrules

[gooseygander] 18/12/2023 07:53

Great news for those who believed in the product , shorts left it to late

[suetballs] 18/12/2023 07:50

Yep but no wonga yet it appears. Another 12 months? So treading carefully which is good.
Suet

[kennewil] 18/12/2023 07:46

Looks like markets sussed wrongly :)

[grahamhacker] 18/12/2023 07:32

Excellent news - will provide new initiatives and longevity to everything GAW :-)

[lindowcross] 18/12/2023 07:14

Further to its announcement on 16 December 2022, Games Workshop is pleased to announce that it has entered into an agreement with Amazon Content Services LLC, a subsidiary of Amazon.com, Inc., ("Amazon") for the prospective development by Amazon of Games Workshop's Warhammer 40,000 universe into films and television series, together with associated merchandising rights.

[nod] 17/12/2023 02:49

A fantasy company at a fair price
A recent share price dip offers an excellent opportunity to hop on this quality stock
December 14, 2023
Christopher Akers, Investors Chronicle

[greyingsurfer] 14/12/2023 12:25

You can't trust those. If there's been no announcement, there's no dividend. The half year update last week said further details on 9th Jan. That's when we'll hear.

3rd party dividend calendars are guesses based on past payments. GAW does not stick to a fixed timetable of div payments, so it means nothing.

[daijavu] 14/12/2023 10:12

Despite the lack of a dividend announcement, it seems that the shares go XDiv tomorrow. That's according to the UK dividend calendar published by Alliance News.

[gooseygander] 12/12/2023 16:13

Amazon wouldn't have been my first choice anyway , Disney seems a better fit .

[kennewil] 12/12/2023 16:09

Think markets sussed that one at last results, hence reaction. Thing is they are doing just fine without getting ripped of by mega corporation.

[ahajiqe] 12/12/2023 15:33

BAD rumours from a warhammer legend I subscribe to

Chapter Master Valrak
@CMValrak
I hate to talk bad rumours or do this drama farm but this isn't the first time I'm hearing this, the Amazon deal with Games Workshop may be in some type of bother, hopefully this is Warhammer rumour that doesn't turn out to be true.

hxxps://youtu.be/6sLpVH6VR9w

Subscribe to this guy he is great

[saint or sinner?] 11/12/2023 14:38

MMs shaking out the trolls. I'll get my coat.

0 ;-p

[princesa_consuela] 11/12/2023 14:20

when did Edison stop to provide a target price with their updates?

[hjs] 11/12/2023 11:01

Imo, It might drop to 8550 before it moves up again. This is the next support level.

[smcni1968] 10/12/2023 21:21

Almost a year since the Amazon collaboration was first mentioned

[daijavu] 09/12/2023 16:50

My mistake. I should have spotted that GAW hadn't yet announced a dividend.