Games Workshop Share Discussion Threads

[argylerich] 27/9/2017 16:30

Cheers chaps, will check them out.

Not a bad finish to the day either!

[panic investor] 27/9/2017 16:23

Stockopedia and Advfn for me

[cockerhoop] 27/9/2017 10:49

The Advfn portfolio and watchlists work for me

[argylerich] 27/9/2017 08:55

Quick question, what online websites do people use for their share portfolios and watch-lists? I have been using Google finance, but that appears to be coming to an end.Any suggestions for a free, real-time provider?
Thanks

[nod] 25/9/2017 22:07

Looking good.Not a high volume day but buyers having to pay full price.

[argylerich] 25/9/2017 12:59

Firm post-divi move today, any feedback about the recent product launches?

[5chipper] 19/9/2017 18:44

Wonder if management are considering a share split in order to get stronger price growth. I know it's all psychological but can be quite effective

[cockerhoop] 19/9/2017 11:55

Simso,

The Peel Hunt note does suggest they are making allowances for the possible moderation of 40k growth after the new edition launch in June. What I found unclear was whether they were referring to H2 17/18 (ie maintaining conservative expectations this year), 18/19 or both.

Growth though in H1 hasn't been solely confined to 40k, it's across all channels.

[simso] 19/9/2017 11:48

Nod: I think (from memory of reading the Peel Hunt Note) that the decline in revenue for next year was in recognition of the abnormal spike at the start of this Financial Year caused by the new Warhammer launch, which may be more "normalised" next year. The level of upgrade to this year is huge, given a few short weeks ago they were forecasting this year to be lower than last!

[nod] 19/9/2017 10:51

Warhammer Quest 2: The End Times is now open to beta testers with certain devices. Developer Perchang is now accepting requests from iOS users with an iPhone 5 or newer, iPad 4 or newer, iPad mini 2 or newer or sixth-generation iPod touch. To participate you can email [e-mail]. Please include your name, your device, language and the email associated with your Apple ID.Demand for beta testing slots is expected to be high so make sure you don't wait.http://www.theipadguide.com/node/106683

[nod] 18/9/2017 22:26

The penny dropped ... Peel Hunt may be factoring in a higher GBP at year end 2019 (on 28 May 2019). This would go some way to explain their forecast decline in revenue and profit.

[nod] 15/9/2017 21:41

The strengthening GBP on the back of interest rate talk may be a negative current on GAW. It may mean we have to sell an extra 5% to stand still.

[panic investor] 14/9/2017 15:50

Definitely next year

[cockerhoop] 14/9/2017 15:06

Always next year PI

[nod] 14/9/2017 12:39

An example of the longevity in the IP of your company.

BLOOD BOWL 2: LEGENDARY EDITION REVIEW
MURPHY ALTUNEL SEPTEMBER 13, 2017

Blood Bowl is a GW board game release in 1986 targeted at the American market

It is obviously excellent otherwise it would not have lasted 31 years

a morph of Warhammer and American Football

It was first released as a video game on PC in 1995 (23 years ago)

upgraded for PC and consoles in 2009

A new "Legendary Edition" released last week.

[nod] 13/9/2017 21:01

What an excellent day. I may have to raise my target of 2000p by Christmas.The Peel Hunt forecast revenue still seems to be conservative. Only £24.3 million more than 2017. PBT forecast up 16.6 million.Big drop in PBT in 2019 of £5m on relatively small decline in revenue of £3m.Peel must be factoring in a huge increase in royalties for this year only. I assume this is based on Total War 2 sales.2017 Rev 158.1m PBT 38.4 eps 95.1

[panic investor] 13/9/2017 19:41

Was thinking the same - out of a hat ?

[shanklin] 13/9/2017 19:20

Blimey that all looks a bit strange. Wonder how they got to those numbers.

[robinnicolson] 13/9/2017 18:14

Peel Hunt forecasts for 2018 & 2019 on ShareScope are:

FY 2018:
Turnover: £182.4m
Profit: £55m
EPS: 136.2
DPS: 100.0

FY 2019:
Turnover: £179.4
Profit: £50m
EPS: 123.8
DPS: 110.0