Keywords Studios Share Discussion Threads

[scooper72] 20/9/2017 21:33

Also just watched a good chunk of it. V impressive update. It reminds me of a journalistic piece that said Keywords is an obvious way to get exposure to a rapidly growing market. Much better than buying Nintendo shares etc. Go to the guys who are smart enough to provide all the services to the big name developers and console creators. Feeling v reassured.

[mysteronz] 20/9/2017 21:07

Just watched the video, thanks to PI world. What a company :) always a happy holder here.

[scooper72] 20/9/2017 15:29

Well I was silly enough to get my £20k stopped out yesterday at 1245p. But ended up buying back in this morning at 1236p. Should have waited until this afternoon. Oh well.

[rivaldo] 20/9/2017 12:02

Cheers - outstanding stuff.

Citigroup today retain their Buy and 1400p target:

[shanklin] 20/9/2017 09:22

Yet again, IMHO, an excellent presentation.

[m4ybe] 20/9/2017 09:20

35-36min: reengineering the industry: "this industry will progress to something that's more akin to the movie industry where all production is pretty much outsourced"

[tomps2] 20/9/2017 07:52

Keywords Studios (KWS) H1 results. presentation by CEO Andrew Day and CFO David Broderick.

(Duration: 58 minutes)

Andrew Day
Introduction – 00:19
Opportunities in the growing video games market – 1:14
Servicing Games Development Lifecycle – 4:16
Global service delivery platform – 5:12
International scale and flexibility – 6:34
Market leading position – 8:00
Creating value since IPO – 8:45
Delivering consistent growth – 9:08

David Broderick
Financial review – 11:58
Highlights – 12:12
Income statement – 12:35
Balance sheet – 14:02
Cashflow – 15:40
H2 Guidance – 16:36

Andrew Day
Operational review – 18:11
Delivering on our Strategy – 18:18
Strong performance complimented by acquisitions – 20:40
Strategy – 27:39
Growth opportunities – 27:46
Acquisition strategy – 29:54
Management – 31:22
Driving operational efficiencies – 32:44
Key opportunities – 34:16
Outlook – 35:58
Investment Summary – 37:58

Q&A – 40:21
Localization business – 40-22
Investment – 43:38
larger acquisitions? – 46:50
Mobile localization budgets – 49:05
Augmented Reality – 52:55
Limitation of Keywords brand? – 55:09

[m4ybe] 20/9/2017 07:24

KWS results presentation (1hr)

[ali47fish] 19/9/2017 12:22

Hi Riv- you are normally the first to post- please keep the habit!

[rivaldo] 19/9/2017 10:46

Terrific results. The P/E is obviously high, and there's always a few short-termers trading on results.

The PEG remains pretty good value at around 1 given 47% forecast EPS growth this year and 34% next year.

Numis and Finncap have 1400p and 1325p targets respectively and are both at Hold.

I'd assume more acquisitions will be on the way, at which point those targets and ratings will probably move upwards.

[aimingupward2] 19/9/2017 09:00

Yes, I suspect so. It happened similarly with Learning Technologies yesterday. Very good H1 figures and outlook, quite heavy selling and initial price fall followed by full recovery later in the day and now the share price is ahead again.

[scooper72] 19/9/2017 08:33

Could just be market makers giving things a shake on a day when people are always a bit nervous and reassessing progress.

[archnye46] 19/9/2017 08:30

why drop at opening on these results?

[scooper72] 19/9/2017 08:15

Market hasn't quite taken that view unfortunately

[cfro] 19/9/2017 07:49

Wow, these are yet again stunning..

[togglebrush] 19/9/2017 07:13

On first reading results read well ... in addition

Dividend

The Board is pleased to announce a 10% increase in its interim dividend payment, in line with its progressive dividend policy. The interim dividend of 0.48p per share will be paid on 27th October 2017 to shareholders on the register on 6th October 2017.

[panic investor] 18/9/2017 15:33

Just increased their Tokyo office space by 250%

[martinthebrave] 18/9/2017 13:16

Bought back in after the recent small pullback. Fully expect to see a confident outlook statement tomorrow.

[ali47fish] 18/9/2017 12:28

thank for your replies it always helps - i have not taken any profits yet and i think on balance if i take some, it s probably safer rather than being greedy and i am mindful of many analysts saying it s fully valued

[panic investor] 18/9/2017 12:23

It's the forward looking statements that move the price on trading updates these days

[scooper72] 18/9/2017 12:19

I think a lot of people have been taking a few profits since it jumped to £10 and then beyond. But I guess people might always take more. The question is maybe - despite people taking profits (like I did) are there more buyers out there keen to get in (which I am again)?

[bamboo2] 18/9/2017 11:49

ali, your earlier question is impossible for us to answer. That is probably why you have no reply.

Perhaps the question should be, what are others expecting in tomorrows rns?

You know my view already, it has not changed from a few weeks ago, the chart is making a bull flag. Today is a potential turn day. These could be the lows, assuming I have the direction of the turn correct.

[panic investor] 18/9/2017 11:48

Quiet boards are the best - nothing to add at the moment

[ali47fish] 18/9/2017 11:33

i am really surprised nobody is visiting here!