Keywords Studios Share Discussion Threads

[nimbo1] 17/11/2017 10:31

thanks for posting that link. bought some more this morning after watching that. Huge opportunity ahead for them. If I could have all my money in one sector over the next 10 years it would be in gaming.

[mad foetus] 17/11/2017 10:30

A very convincing presentation imo. Needs some digesting but I have topped up on the basis of it.

[tomps2] 17/11/2017 07:44

Glaws2 - no spots on you! We've just posted. It's long, but well worth it. It is chaptered if you look to the description, so you can jump through it.

hxxp://www.piworld.co.uk/2017/11/17/keywords-studios-kws-synergistic-growth-capital-markets-event-november-2017/

2 hours

KWS Capital Markets Day 14.11.17: Synergistic Growth

Andrew Day, Group CEO: Introduction - 01:05
IPO to ‘Go to global services platform’ – 04:48
Acquisition strategy & track record - 07:23
Andrea Ballista, Head of Audio Services: Acquisition opportunities – 13:28
Andrew Tosh, President of GameSim: Acquisition by KWS - 17:20
Fabio Minazzi, Head of Localisation Services: Acquisition by KWS– 20:20
Fred Stockton, Head of Art Creation: Acquisition by KWS – 23:03
Returns from acquisitions – 27:35
Q&A – 29:05
Nicolas Liorzou, Regional MD – Americas: Integration & driving synergies – 33:25
Fulvio Sioli, Regional MD – Europe: First days joining the Keywords family - 38:45
Max Reynaud, CEO of Synthesis: First days joining the Keywords family – 41:37
Bringing people together – 44:07
Gerry Cleary, HR Director: Bringing people together – 45:18
Giacomo Duranti, Group COO: Managing efficiency – 46:47
Chris Kennedy, Regional MD: Asia: Leveraging the acquisitions - 50:33
Thommy Barth, Head of Functional Testing: KWS ‘Lifer’ – 55:45
Andrew Day, Group CEO: Summary on integration – 59:47
Mike Wallen, 6roup Sales Director: Cross selling opportunities – 01:00:44
David Broderick, Group CFO: Management structure & cross selling – 01:04:23
Fabio Minazzi, Head of Localisation Services: Cross selling case study 1 - 01:08:28
Mike Wallen, 6roup Sales Director: Cross selling case study 2 & 3 - 01:12:30
Andrew Day, Group CEO: Summary on cross selling - 01:17:34
Q&A – 01:18:50
Jaime Gine, Group CCO: Strategic partnerships - 1:28:00
Fred Stockton, Head of Art Creation: Strategy partnerships in art – 1:38:15
Manvendra Shukul, CEO of Lakshya Digital: Strategic partnerships in art - 1:43:58
Jaime Gine, Group CCO: Strategic partnerships – 01:15:17
Andrew Day, Group CEO: Summary - 01:55:13
Q&A – 01:56:02

[panic investor] 17/11/2017 07:30

Thanks glaws

[glaws2] 17/11/2017 07:23

Video of capital markets day here - it's long.....

hxxp://www.piworld.co.uk/2017/11/17/keywords-studios-kws-synergistic-growth-capital-markets-event-november-2017/

[rivaldo] 16/11/2017 10:21

A brief snippet about the Investor Day from Davy Stockbrokers - anyone a client who can access the full report?



"Keywords Studios

Three new insights from the Capital Markets Day

Nov 15 2017, 15:05 GMT Company Report 9 page(s) Read Important Disclosures Sectors: Technology COMPANIES:

DAVY VIEW

Keywords Studios’ (KWS) Capital Markets Day (CMD) on November 14th demonstrated clearly the depth of experience now present in its senior management. KWS also reinforced its progress to date (acquisitions, increased footprint/services, cross selling) and the continued opportunity for its consolation strategy. Overall, we came away with three new insights on KWS (why companies sell to KWS, structural advantages in acquiring and the evolution of outsourcing as the industry evolves). We have included key slides from the CMD on pages 3-5."

[glaws2] 15/11/2017 14:55

There is supposed to be a video of the Capital Markets day which was held yesterday (14 Nov) - see recent RNS

[togglebrush] 15/11/2017 14:45

Video on website Investor'e News 3 Nov 2017

[glaws2] 15/11/2017 14:22

Anyone located the video yet ? Can't find it on the website.

[panic investor] 15/11/2017 06:10

Any idea when that will be available to view ?

[mysteronz] 14/11/2017 18:14

Topped up today as it got nearer to placing price, im sure the capital markets day will go down well. Andrew day is a great presenter.

[mad foetus] 14/11/2017 09:56

Looking forward to seeing the capital markets day presentation today. Can only help sentiment, assuming it is convincing!

[scooper72] 13/11/2017 22:04

Thanks for the reply Alphabet. Yes I might be a bit overweight in KWS. But long term its probably in a much better position in the context of its industry and market than a lot of other companies I can think of, so find that quite reassuring.

[alphabeta4] 13/11/2017 14:30

scooper7210 Nov '17 - 08:02 - 1197 of 1202 0 0
So alpha when u say you made a small trade at 1518 with a target of 1600 is that aside from a more long term holding?

Sorry Scooper, just noticed your comment. Yes - I normally have around 8-9% of my portfolio here (my largest position) with up to 2% as a trade. Personally I have a portfolio rule where I won't go beyond 12%.

[ashehzi] 13/11/2017 12:16

added some more at 1500

[gswredland] 13/11/2017 12:01

Does seem to look that way...

[panic investor] 13/11/2017 11:25

Heading for placing price by the looks of things

[nimbo1] 13/11/2017 10:38

finding the weakness strange so bought a few more. can't imagine it will get to the 14 placing price and perhaps a 50% retrace of the previous rise will be enough to find support.

[gswredland] 13/11/2017 09:21

What is the PE here please?

[scooper72] 10/11/2017 08:02

So alpha when u say you made a small trade at 1518 with a target of 1600 is that aside from a more long term holding?

[scooper72] 10/11/2017 08:00

Thanks for your thoughts alpha, v helpful. With my trade yesterday this is now just under 25% of my portfolio.

[alphabeta4] 09/11/2017 18:37

Scooper, famous last words but I think 1500p is probably the floor. My take is the acquisition added c350p to most broker targets so if you take the previous drop to 1200 and then add the 350p then that should where decent support kicks in for this leg. I use this style of trading a lot and it tends to work for me, enough to be a professional trader / investor anyway.
Small add for me as a trade at 1518p, target 1600 or 1660.

[scooper72] 09/11/2017 16:54

I picked up 10k worth at 1516p so up about £180 on the day. First time I have traded KWS. I will probably hang on to them unless they dip although it increases my holding by 25%

[nimbo1] 09/11/2017 15:05

got near enough 15. nasty for me too but fdev helping.

[ashehzi] 09/11/2017 14:46

Re. “nasty” and “reaming”;..., all my stocks