Games Workshop Share Discussion Threads

[gooseygander] 25/10/2024 14:59

mid 80 pound and 50 pound .. it doesn't like the sterling symbol

[gooseygander] 25/10/2024 14:58

I post not to convince or drive a short term profit or short, it's because I love the product .. I have a small basic car worth of shares and have held them since mid £80 not that long sgo, why i sold mine at £50 ish a long time ago was pure greed and some fear it was to good to be true , how wrong i was... for me the fundamentals are the belief in growth of a product not the charts or the algorithms of the market movers .. some products stand out . I am just sharing my thoughts on one of them .

[gooseygander] 25/10/2024 14:50

I was looking at their store the other day , they were charging 25 pound sterling for some plastic components for the raven guard space Marine.. unpainted .. if it costs more than 50p to produce I would be amazed . The hobby is many fold , from young pc gamers and the rest, then table toppers who all play streaming online now mostly anyway so no geographical restriction.. to the painters who don't even play .. just a painting hobby . And then for the readers and lore fantasists the literature .. the horus legacy .. with another 370 odd titles .. with the wealth of lore attached .. it is like LOTR meets Star Wars ... how big was LOTR before the films.. all they need is a receptive media producer .. they will surely find one if Amazon get to pawsy .. If you think Games Workshop is just a game , it isn't.

[akhilsoni86] 23/10/2024 13:45

fenners66 - "what about when to invest?" should be purely based on current valuations of a company. A company is worth its future free cash flows discounted by cost of capital. I used to do DCF analysis. However,I figured out recently that its just a waste of time. Extrapolating current trends linearly in a cyclical economy is a fools paradise imo. So I would look at some key valuation metrics especially like FCF yield and P/E ratio and compare them against the 5y average of the company and the industry. After all, a great business does not mean a great investment. Warren Buffet's biggest regret was not selling Coca-Coca in 1999 when trading at PE 50. In the subsequent 25y, the share price only rose 50% (c.$40 to c.$60). There is a silver lining to that too. It was a mature business trading at 50x which is extremely high. A small-mid cap stock at 50x is not the same as large cap stock at 50x where growth opportunities are way limited. What I meant by technical analysis was just looking at charts and seeing 'patterns'...oh this is a flag, oh this is a pennant,,oh head and shoulders etc. Everyone can see these patterns which means that if everyone was doing the same thing, there would be no liquidity in the market. And that is clearly not the case. Algorithms are based mostly on macro news so for instance weak Chinese data meant less demand for luxury and as a result whole luxury sector took a beating last couple of weeks. This is the opportunity for long-term investors to jump. I wanted to start my own fund but couldn't gather the required AUM. Investing is my passion and so if anyone wants to share/exchange ideas, you can email me at [e-mail]. I have a concentrated portfolio of few stocks. Have a good day.

[rkeck] 23/10/2024 10:12

I take your point Fenners but I personally do very little (near zero) assessment of “when to invest” ie I invest when funds allow in companies that I believe have a great long term future. I began investing in GW in 2019 and have gradually accumulated over time. If Warren Buffett doesn’t believe in timing the market then I am not going to try.

[fenners66] 23/10/2024 09:57

Whilst I wholeheartedly agree that you should invest in a company based on fundamentals - what about when to invest?

That is where at least for large cap shares that attract institutions there must be some milage in the technicals.

You see shares go up and down all the time. The fundamentals are unchanged - or by the time we see the results twice a year they are, but in the interim the share prices are volatile.

Much of that volatility must be driven by algorithms. So if the "technicals" are mimicing the algorithms used to drive institutional trading that will be where they add value. After all the algo's are using the same data.

Surely everyone does their own "technical" analysis to some extent ? Like should I buy today but the chart looks like its going down ? Maybe wait and buy tomorrow cheaper ?

[akhilsoni86] 23/10/2024 09:23

I have always been skeptical about threads as most people I feel are short-term investors/traders (though they like calling themselves quite the opposite). But reading through some of the posts here, I feel some do care about fundamentals too. Anyways, for those who are not on FB community group 'The Imperium of Man', I highly recommend to join to see what are fans upto. I strong believe there are fans and then there are Warhammer fans. Fanatic to another level. Some fan recently posted a pic with a girl crying and written above "Super Horny" and then a guy next to her (presumably her bf/partner) smiling and written above was "Explaining Warhammer 40k" - no pun intended and the fan who posted this pic wrote the comment "Who can relate to this" and the comments section was overwhelming responded by so many fans (more than 300 comments. Like I said above, there are fans and then there are Warhammer fans. Anyways, as long as the CEO who IMO is one of the best CEO's (massive fan of his annual reports)currently in the world keeps prioritizing his employees and his long-term vision, we are in very good hands. He reminds me very much of Jeff Besos's quote in his early days at Amazon saying "you take care of your employees and your employees will take care of the customers" and the rest is history as they say. I was shocked at the massive revolt at the shareholder meeting about compensation but again these so called "institutional investors" wanted more to themselves without realising that without the contribution of the employees, GAW would never be in its best shape its ever been. Incentives are so important. So overall, it is a solid company. I'll quote Pat Dorsey, "Big fish in small pond make big money". It very much has a monopoly in its niche so BUY and HOLD. Wishing all long-term investors good fortune :)

[gooseygander] 23/10/2024 09:12

All I know is it's a cash rich company with a great product loyal consumers and IP rights that's growing in supply side with 2 factories and with no other evidence a desire to collaborate with a major media market be it Amazon or anyone other that may follow. It's going to be worth more than it is now, its growing, and then we can throw in potential for ftse 100 as the cherry on top in a few years if not sooner. The graphs will follow the reality, imo.

[rkeck] 23/10/2024 07:23

I have to say I love the exchanges on here. I occasionally access a thread on a US Sportsbook firm and it is completely toxic plus nearly everyone focused on “head and shoulders” etc and hardly anyone actually interested in the fundamentals.

[akhilsoni86] 22/10/2024 21:24

Sorry, I meant £120. Yeah, I agree with you. I don't agree with technical analysis as I mentioned earlier. It will work 1 out of 10 times and people focus on that one time it worked. I was more curious about high volume traded today and closed at ATH. If Warren Buffett can't predict the share price movements, who are we?! Interesting to see price action in the next few days. Having said that, it's a marathon, not a sprint :)

[epo001] 22/10/2024 20:40

120p would be eye watering! £120 perhaps? What support level? It is going up and now happens to be £120ish, at some point it will level off or fall back. Buyers and sellers!

The tea leaf readers just have stock phrases they use to try and sound as though they know what they are talking about, they don't. It is just people looking at the past and saying "oh look, that was a head and shoulders". If they had any value they'd look at today's chart and know what was likely to happen in the very near future with a reasonable degree of confidence, they can't. If they could the big boys would be all over it and the advantage would disappear within hours or days.

[akhilsoni86] 22/10/2024 19:25

I am a long-term investor. Bought first clip in 2018 and kept adding ever since. Though I don't personally believe in technical analysis, but just curious as to whether 120p is the new support level? Or will there be resistance again with the catalyst being the upcoming budget. Time will tell I suppose

[gooseygander] 18/10/2024 13:57

It keeps rising even with what appears day traders offloading.. or are those small trades something else

[princesa_consuela] 18/10/2024 13:23

I commented here on Sept 10 "if you do a google trends search of Warhammer 40k, it just went vertical up. share price asleep at the wheels, as usual". Thankfully, not only I commented but also it seems the moment the share price woke up and has gone up ever since. Cannot complain since I also made a big top up to the position on that day :)

[slur] 17/10/2024 08:36

Quarterly results well ahead of expectations for vide game publisher Pull Up Entertainment today, driven by Space Marine 2's "4.5 million unique players to date".

hxxps://cdn.focus-home.com/admin/investor/website/desktop/_FILES/Communiques/fy25q2_pe_rev_eng_16202024.pdf

[pob69] 17/10/2024 07:34

Further growth plans....

".....Warhammer firm Games Workshop has revealed fresh plans for another new Nottingham factory as part of its major city expansion. The manufacturer of the phenomenally popular Warhammer 40,000 miniatures has plotted another part of the expansion of its Lenton Lane business complex in Nottingham."


www.nottinghampost.com/news/nottingham-news/warhammer-firm-games-workshop-reveals-9636117

[gooseygander] 16/10/2024 11:43

last 3 similar dividend based on timescale were Sep 30, 2021 £0.250Sep 29, 2022 £0.300Sep 28, 2023 £0.500so £0.850 is positive, it was just a bit later

[salvorhardin] 16/10/2024 07:51

The November dividend has just been announced. 85p per share. Ex-dividend 24th October. Paid on 29th November. Link below:

[fenners66] 15/10/2024 23:01

I doubt they will be harder to deal with.
Its all money to them.
Employees come and go.
If you have been deep into the Law of 40k as a fan like HC for many years you will not want it
changing.
Current employees probably know a lot less about "their" product than the fan base does and
Amazon will know even less.
Hence HC wanted to keep the integrity of the product law - whereas those around him just see
it as a marketable comodity to be exploited...

[laughton] 15/10/2024 11:50

I can't imagine dealing with HC any easier than dealing with GAW direct. If anything they'll be even more protective than HC.

[cockerhoop] 15/10/2024 11:06

I'd take more care in selecting what you read Nod ;-)

[nod] 15/10/2024 10:13

Henry Cavill & Amazon writers have until December to agree. Henry is a 40k fanatic and unlikely to agree to a storyline that he's uncomfortable with. This impasse has been reported for several months and unlikely to change. I have read that Amazon will let the contract with Henry expire in December and then Amazon continue without him.

[rkeck] 15/10/2024 07:05

I see a note on here that the “Amazon deal is pretty much done”. Can the poster please share any relevant media article on that please?

[robinnicolson] 14/10/2024 16:18

During a recent investor presentation, the fund manager of the Sanford DeLand 'Buffettology' fund was asked, if he was only restricted to one, which company in the portfolio he would choose to hold through the next business cycle. Scrub through to the 34:05 mark in the video to listen to his response.

[stonks394] 11/10/2024 22:14

Lovely to see GAW within touching distance of the 11,500 pence breakout target.

The great news is there is more to come, and GAW will punch out to new highs over the next 6 weeks as the Chikou Span Cross and Kumo Breakout continue onwards. It may need a percent or two pull back first.

One of the best Ichimoku charts out there