Keywords Studios Share Discussion Threads

[steeplejack] 25/1/2023 09:46

The recent share price retrace doesn't appear to accurately reflect the solid trading experience. Trading UpdateThe Group announced a trading update on 21 November 2022, in which we stated that our performance for the year would be ahead of market expectations, with revenue expected to be at least EUR675m (2021: EUR512m) and adjusted profit before tax (1) in excess of EUR110m (2021: EUR86m). The Board now expects revenue and adjusted profit before tax (1) to be marginally ahead of that guidance at c.EUR690m and c.EUR112m, respectively. This performance includes an expected Organic Revenue growth (2) rate for the second half of the year of approximately 22% (H1 2022: 21.7%, 2021: 19.0%), as the momentum experienced in H1 continued into the second half.

[steeplejack] 16/1/2023 15:23

https://www.swedbankrobur.se/en#!/Taken declarable 3% interest.Must of been a seller feeding them stock given the price weakness.

[steeplejack] 13/1/2023 15:27

Yes,in these markets, hope doesn’t spring eternal,its doubts that lurk in the shadows .The chart does indeed suggest that the share could go lower but i’m gambling that there are parties here trying to shake out stock ahead of a bounce back towards £30.

[rivaldo] 13/1/2023 14:23

It's pretty obvious to me that some are selling due to the rather negative recent announcements from Frontier, Devolver and especially Ubisoft.

Would there be a reason why KWS should be insulated from the troubles which seem to be enveloping the sector? The last trading update was very confident about 2023, but that was back on 21st November, so perhaps conditions have worsened since then?

This was a multibagger for me previously, and I'd like to get back in at some stage as it always struck me as very well run, but I suspect there's more downside than upside risk at least until the trading update at the end of this month.

[steeplejack] 13/1/2023 14:19

Some of these stocks seem to be driven more my algorithms (in turn dictated to by technical analysis) than fundamentals.Grist to the mill i suppose.Nibbling in batchs of 100.....rather unsuccessfully today!Falling knife stuff.

[aimingupward2] 13/1/2023 13:18

I fully agree, steeplejack, and had thought about posting a very similar comment. The fallback is very surprising after the positive trading statement on Nov' 21st and the subsequent acquisition of LabCom. I fully expect a significant turnaround following the t.s. due before the end of this month.

[steeplejack] 13/1/2023 12:11

KWS has retreated near 20% in the last six weeks and in a relatively strong market..As such,the stock is back into its historic trading range.We'll get a trading update in a couple of weeks and it should reaffirm good progress.The stock stands on prospective PE of around 25.Will be adding.

[the white house] 05/12/2022 14:46

Decent buy, this bigger than usual add on will make them even more the go to co.

[disc0dave45] 23/11/2022 18:03

Looks like 97p eps for this year IMO at a sector median average PE of 35x….which seems reasonable. Currently on a forward PE of only circa 28x which is low.

[aimingupward2] 21/11/2022 10:03

Yes, really encouraging. Feel confident of continuing progress, in t/o, profits and in the share price.

22/11 : Brokers Liberum raise their tp from 3,150p to 3,400p.

[the white house] 21/11/2022 08:43

Profits upgrade disguised as a trading update. Nice & not fooled me.I have access to knowledge of Player Research testing levels and they are super busy esp with VR type stuff right now. Added again at open

[terry topper] 21/11/2022 07:26

Another excellent trading update

[ali47fish] 21/11/2022 07:26

update ahead

[ali47fish] 21/9/2022 07:24

lovely acquisition

[aimingupward2] 03/8/2022 11:13

Add LTG to those. I take your point, though, about ‘noisy’ bbs.

[steeplejack] 03/8/2022 11:03

Indeed but a quiet BB is invariably a good sign,a noisy board is often one under stress with a falling share price.KWS is a lock away in my book along with Croda,AZN,Volex,Dechra,Indivior,SDI etc,companies that have shown that they can handle the current deteriorating economic environment.

[aimingupward2] 03/8/2022 10:51

What surprises me is, not that the company continues to progress strongly but that, as one of the better growth performers, it doesn’t attract more frequent attention both on this bb and in terms of shareholding.

[steeplejack] 03/8/2022 10:21

First class performance." Whilst we are mindful of a more uncertain macro-economic environment and some volatility in the scheduling of certain projects we continue to see strong demand for our services. Given this and the Group's strong performance in H1, we are confident of delivering a performance comfortably ahead of current market expectations for the full year, albeit with organic growth rates moderating and margins moving to historic levels of 15% as we invest in the business, transition our people and work from Russia, and as more costs return with the easing of COVID restrictions."

[aimingupward2] 03/8/2022 08:48

Really very encouraging. Excellent. We can look forward to the interim results, on 21st September, with confidence.

[ali47fish] 03/8/2022 07:32

updte sounds good

[ali47fish] 15/6/2022 12:48

god knows- and white house why do you add- capital market days was very good i thought

[niklol] 15/6/2022 11:41

Why the big drop today???

[the white house] 14/6/2022 11:03

Added 2310

[aimingupward2] 08/6/2022 09:51

Yes, it’s encouraging to see that. It’s been a bit of a while since the last acquisition, so nice to have this company added to the Keywords Studio.