Keywords Studios Share Discussion Threads

[rivaldo] 04/8/2017 07:10

Great-sounding acquisition today. It consolidates "leading providers of audio and localisation services in French" in Europe, and with closing certain offices and re-locating into one central office should bring lots of synergies.

Above all - it's cheap! Paying a max €7.6m for €0.9m PBT and €9m of revenues looks blinding value to me.

Great stuff:

[shanklin] 02/8/2017 11:57

Having added some on 24-May at 818.75 with the hope that they would bounce back to the pre-placing price above £8.50 for a short-term trade, the share price has been down to £7.30 and is now at the dizzy heights of £12.

Thankfully, I did not sell any near the bottom and have sold most of those I added, at 8.66, 11.12 and 11.55 respectively, to get my buy-price average nearer to where it was before this trade. I wish I screwed up all trades this badly, especially as it has paid for a few shares to be added to my long term holding.

If only all shares were as strong SP-wise as KWS has been to date.

[grabster] 02/8/2017 11:16

Grown 8-fold in two years and still looking strong.

[rivaldo] 02/8/2017 07:44

Indeed - Octopus have actually increased by over 300,000 shares - or around £3m - to 3.36m shares since their last holdings RNS on 23rd June....

[panic investor] 01/8/2017 16:55

Seems that way

[ali47fish] 01/8/2017 16:54

did octopus increase their holding?

[nallen1] 31/7/2017 16:34

Nice move up.

[panic investor] 28/7/2017 10:22

Nice reversal this morning

[panic investor] 28/7/2017 08:51

I get the feeling they are half way through the next one Rivaldo

[rivaldo] 28/7/2017 08:43

Judging from the tone of the narrative recently I'd say it won't be long before the next earnings-enhancing acquisition comes along.

Anyone got more details of Numis' upgrade to 1260p (or indeed Citigroup's yesterday too)?

[bamboo2] 28/7/2017 08:42

Breakaway Gap support Zone 895.2-924.5

Retrace levels for the recent move up at,
78% 1022
61% 963
50% 921

[bamboo2] 28/7/2017 08:27

Glaws The fall might not have started yesterday, but a turn was indicated. It was just a bit late.

[glaws2] 28/7/2017 07:56

Well my prediction of a share price fall yesterday was spectacularly wrong ! I wish I could be this wrong more often :)

[rivaldo] 28/7/2017 07:53

KWS have been upgraded by Numis to a Buy with a 1260p price target....

[panic investor] 27/7/2017 17:17

SP - still have long term holding but sold my trade - part of a Summer trading experiment - had to move to BOO before their update

[alphabeta4] 27/7/2017 17:13

I noticed that when breaking through key levels today the buys were 'AT's and the sells were mainly 'O's. I have to admit I did take 30% off the table (at £10.10 - I misjudged the pullback!) but that was due to reaching my maximum concentration risk level.

[saucepan] 27/7/2017 16:53

Well done for taking profits. However, the fact that this has climbed all day makes me think there is huge institutional demand and the buying is not finished. That is a very bullish candle in my book.

[panic investor] 27/7/2017 16:28

Same here with one of my trades - looks like 2% too early though !

[bamboo2] 27/7/2017 16:03

BBD, just have to avoid spending the capital on something stupid now. :-)

[bigbigdave] 27/7/2017 15:58

Out here too, pretty sure will get back in cheaper at some point.

[bamboo2] 27/7/2017 15:43

Finished selling this PM.

What a superb trade this has been. Back soon.

[bigbigdave] 27/7/2017 14:51

remarkable...... :o)

[aimingupward2] 27/7/2017 13:57

Finncap's target has been passed before the day's out!

[rivaldo] 27/7/2017 13:40

Cheers ai2, good news.

New interview with the CEO:

HTtp ://www.proactiveinvestors.co.uk/companies/stocktube/7848/keywords-studios-smashing-expectations-with-strong-first-half-performance-7848.html

"Keywords Studios smashing expectations with strong first-half performance
12:54 27 Jul 2017

Andrew Day, chief executive of Keywords Studios PLC (LON:KWS), tells Proactive they've beaten expectations with a strong first-half performance."

[aimingupward2] 27/7/2017 12:53

Berenberg have raised their target price from 980p to 1150p together with a BUY recommendation.