Keywords Studios Share Discussion Threads

[steeplejack] 05/5/2023 13:40

There's not much the company can say.

[aoiaoi] 05/5/2023 13:04

Check out the Goodbody's session (Patrick O'Donnell ?)

[ali47fish] 05/5/2023 12:58

so what do we do- we havent heard from the company!

[steeplejack] 05/5/2023 12:20

Yes,so would i.

[aimingupward2] 05/5/2023 12:16

I'd have thought that AI was just as likely to be beneficial to KWS if they can partly use it to reduce staff costs.

[steeplejack] 05/5/2023 11:35

There are suggestions that Goldmans has created a short instrument to benefit from the adverse effects of artificial intelligence upon various companies.This has involved creating a short for Keywords Studio amongst others.

[steeplejack] 04/5/2023 16:11

One makes the assumption that there is always some well considered logic behind share price moves.Over time thats probably true but short term,in a market dominated by algorithms,flighty proprietary traders and spreadbetters,its not clear exactly what drives daily share price moves.Take Volex for example.Until recently the shares were in the doldrums and fell to near a 12 month low.Update comes out and the shares have rallied 40% since.Clearly,some of the second line stocks are very badly researched nowadays especially since MIFID2 decimated research analyst ranks.KWS has always been fairly volatile.I presume some spurious or valid explanation for todays slump will be proffered in the next day or two.

[bulltradept] 04/5/2023 15:04

I don't see it. But what do I know?

[nfs] 04/5/2023 13:46

Can AI disrupt some of what KWS do?

[bulltradept] 04/5/2023 12:07

A down grade or market sentiment today?

[aimingupward2] 31/3/2023 12:11

Interesting, pretty substantial, acquisition yesterday taking Keywords towards the entertainment industry as well as video gaming. Worth reading about - news section.

[aimingupward2] 20/3/2023 10:05

Well, it looks like a good entry point on the share price graph.

[haroldthegreat] 20/3/2023 09:38

Tipped in Mail on Sunday yesterday. Hasn't had The normal boost Perhaps the share price has not suited their readers.

[steeplejack] 15/3/2023 15:45

Sold out ahead of figures primarily because the stock was near the top of its trading range.Equities are high risk currently.Good results are treated shabbily,bad results very badly.There’s nowhere to run.

[kalai1] 15/3/2023 13:03

Keywords Studios posted FY results for the year ended 31st December this morning. Group revenue was up 34.8% to €690.7m with organic revenue growth 21.8%. Adjusted profit before tax rose 30.2% to €112.0m, statutory EPS was up 36.3% to 61,54c. The balance sheet remains strong with net cash of €81.8m. The Group completed five acquisitions during the year for a total maximum consideration of €140 million, so more organic and acquisitive growth. Trading in 2023 has started well, the Group remains well-funded to continue to deliver on its value accretive acquisition strategy. Valuation looks a little unhelpful with forward PE ratio at 27.4x, share price also lacks near term momentum and has been trading sideways for over 2 years. KWS is a high growth, high profit Tech name and is well worth owning for the longer run, although there appears to be no particular rush. BUY...

...from WealthOracle

[aimingupward2] 15/3/2023 09:47

“We are by far the largest player in our space, and yet remain at only a 6% share of a highly fragmented market. We believe that we have a significant opportunity to continue to take market share organically,.....221; - Bertrand Bodson, CEO.

And that market space is expanding too. So plenty of scope for considerable growth !

[bulltradept] 15/3/2023 08:42

Algos playing! Buy!

[babbler] 15/3/2023 08:34

Very strange drop.

[niklol] 15/3/2023 08:10

It did to me, but obviously not!

[ali47fish] 15/3/2023 07:52

hope this sounds good enoough- in line

[aimingupward2] 25/1/2023 17:36

the white house - what do you mean by “pay 95 for 90 mins”? Could you please explain.

[the white house] 25/1/2023 15:35

BombproofJust had another request for testing. Companies willing to pay 95 for 90 mins2nd revision in 2 months Marvellous performanceAdded

[aimingupward2] 25/1/2023 10:01

All very encouraging. I expect to see further growth in the share price.

Edit: Good, strong, progress throughout the day. Excellent.

[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.