Games Workshop Share Discussion Threads

[nimbo1] 10/11/2017 10:32

funny my holding here bought for stability, growth and divi's is now my only red! in hindsight this drop was obvious - imo it will be some of the insti holders (or larger pi's) who will now have outsized positions of this stock in their funds and are therefore trimming a bit, perfectly normal and happens everywhere there is a success. normally provides the opportunity for the next leg up.

[cockerhoop] 10/11/2017 09:51

I think it may be a combined Trading Statement & Dividend declaration

[nod] 10/11/2017 09:45

I think we will get a trading update in early December.BK (Before Kevin) trading updates were very ad-hoc, at any time of the year except December. AK we had trading updates on: 1-Dec, 7-Dec, 8-Dec.As we lead into Christmas, GAW trading usually picks up. Fingers crossed for another trading warning on the upside.

[nod] 07/11/2017 23:43

The periods when GAW was not doing very well was when inflation was at low, due to recessionary pressures. Most recent cases were 2015 and 2009 (negative inflation).When inflation was high, reflecting a strong economy, GAW was doing well e.g. 1997-98, 2003-04, 2007-08, 2012-13.With so many uncertainties 2018 is harder to predict.

[nimbo1] 07/11/2017 11:17

hope so, a lot of my shares feel 'stodgy' at the moment...other than see. At least I don't have to worry about the holding here due to income and growth on offer.

[panic investor] 07/11/2017 09:11

Chart looking good for the next leg up

[panic investor] 07/11/2017 08:38

Has this turned into the oil thread?

[trident5] 07/11/2017 08:19

To be less selective:

Nod: Cheers. The higher inflation is probably a blip caused by a one off Brexit and slump in GBP.

T5: seen the price of oil and petrol lately?


Nothing to do with GAW sales, Nod. By the way - have you seen the price of oil lately - up to $64 today. Or $10 in one month.

[nod] 07/11/2017 03:03

GAW has been around for 40 years and been through periods of 17% mortgage rates.

Inflation doesn't seem to affect GAW sales significantly. It's customers need to be fairly affluent. Mostly professional households.

Long periods of sustained recession has had an impact, eventually. Hopefully, there is not a long recession on the horizon.

[nod] 07/11/2017 02:56

Nod - seen the price of oil and petrol lately?

[trident5] 06/11/2017 19:13

Never said there was a link between petrol and GAW sales - I have no idea why you would think that.

[nod] 06/11/2017 11:42

trident5, I'm struggling to establish a direct link between the petrol price and GAW sales in the USA and Europe or even your town.Okay, suppose there is sustained inflation over a year or two years that eventually erodes consumer spending at the affluent end of the spectrum (our customers) then there MAY be a slowdown in GAW sales.I really cannot see anything to worry about this month or in 2018.I read the US will step up shale production as the price goes up.

[trident5] 05/11/2017 22:58

PI and Nod - oil is up 10% in the last month, up 2% today. Not sure if your futures and price charts predicted that - but it won't help the inflation figures.

[panic investor] 05/11/2017 12:13

Look at the chart and look back - huge resistance level all the way back to 2007

[trident5] 05/11/2017 11:16

Nod, okay, they may have been predicting that but the price has been going up.

[nod] 05/11/2017 02:48

Oil Futures are currently anticipating a price decline each year.

[trident5] 04/11/2017 23:39

Panic investor - no-one can guess where the oil price is going - just ask the CEOs at Shell and BP.

[panic investor] 04/11/2017 20:03

Oils at its top for now - major resistance level from 2015

[trident5] 04/11/2017 19:36

Nod - seen the price of oil and petrol lately?

[nod] 04/11/2017 00:51

Cheers. The higher inflation is probably a blip caused by a one off Brexit and slump in GBP. GBP has recovered a little since then but the forecast for GBP remains weak against EUR and USD.I searched the web for recent news but only a few speculators talking Retail down after the interest rate increase. If UK loses EU companies the RB may have to lower rates again.

[scotch broth] 03/11/2017 21:38

Most retail stocks are down today. There is fear of rising interest rates hitting discretionary spending. GAW makes most of its money abroad though, so should be OK.

[nod] 03/11/2017 20:28

What's the reason for a 5% drop today?I can't see anything that looks like the cause. Maybe some investors taking winnings off the table for opportunities elsewhere? Stock markets are high everywhere.The Pound is all over the place but the forecast is still a weak pound. UK Retail benefitting from weak pound, especially online shopping. GAW is well-placed with online.

[allstar4eva] 02/11/2017 21:46

Yep - the Head of Product and Supply also retained their shares.

[rhomboid] 02/11/2017 21:43

Also CEO exercises same number & retains them all

[cockerhoop] 02/11/2017 21:38

To be fair, it was options from the company share save scheme so not really a bonus in the conventional sense and I imagine open to all GAW employees.