Keywords Studios Share Discussion Threads

[bigbigdave] 08/3/2018 12:26

Yep my 2k :o)

[aimingupward2] 08/3/2018 12:03

£16.40 paid a few minutes ago for 2000 shares. Substantial buy, presumably expecting a breakthrough into new high ground.

[bigbigdave] 08/3/2018 11:44

Certainly looks that way saucepan.

[saucepan] 07/3/2018 15:40

This chart is clearer than those in the header for illustrating the significance of the £14-£16 consolidation channel:



Coiled spring getting ready to pop?

[rivaldo] 06/3/2018 10:18

From the Times - the industry is booming:



"Video games market proves to be a serious business

Britain’s video games industry is booming with the market expanding by more than 12 per cent last year to reach a record £5.1 billion.

In defiance of a dip in consumer spending, revenue rose in consoles and VR headsets as well as digital and mobile software.

UK Interactive Entertainment, the games industry trade body that compiled the figures, said that rapid growth was being driven by innovation and “world-class content for an ever-expanding eager audience.”

Game software, the largest part of the market, experienced sales growth of 8.3 per cent to £3.56 billion, while sales of games hardware rose by more than 25 per cent to £1.4 billion.

The latter was largely driven by console sales, which contributed to nearly all games hardware revenue, as players invested in new machines including the Nintendo Switch, PS4 Pro and Xbox One X.

Virtual reality gaming also continued to make headway this year, with consumers spending more than £100 million on headsets for the first time.

Jo Twist, chief executive at UKIE, said: “It’s been another year of growth for the games industry with UK consumers demonstrating they have a strong appetite for what our innovative and creative sector makes.

“The games sector is constantly innovating and investing in new experiences, technologies and the skilled people to make an ever more compelling and diverse range of games, bringing tremendous value for money to consumers year on year.”

[rivaldo] 05/3/2018 10:27

Great article, cheers. Some terrific excerpts:

"Keywords provides services to 23 of the top 25 most prominent games companies globally, including Tencent, Electronic Arts, Oculus, Supercell, Activision, Microsoft, Sega, Nintendo and Ubisoft."

"Day says the company has only just begun, with plans underway for it to make several more acquisitions in 2018 and beyond."

“This company is in a really good place and I believe we will continue to grow rapidly in the coming years. I think that in five years time we’ll be three times the size we currently are and that there will still be people wondering where we’re come from,” Day told The Irish Times on a recent visit to Dublin."

“A lot of the competition is small so we’ve plenty of room to grow and there are lots of opportunities,”; he added."

[mginvestor] 02/3/2018 08:09

Keywords Studios has a very good write-up in the @IrishTimes “This company is in a really good place and I believe we will continue to grow rapidly in the coming years. I think that in five years time we’ll be three times the size we currently are..." Andrew Day
#KWS


@mginvestor

[rivaldo] 23/2/2018 08:40

Cheers valustar1. Anyone got the full tip pls?



"Tips of the Week

Ride the video games boom with Keywords Studios

The digital games services provider is growing organically and through M&A, against a strong addressable market"

[valustar1] 22/2/2018 18:54

Tipped in IC this week

[rivaldo] 22/2/2018 15:21

RNS - encouraging to see an NED (via her husband) buying £10,000 of KWS shares at 1510p into an ISA:

[rivaldo] 19/2/2018 10:31

Numis last week reiterated their Buy and 1865p target:

[blueeyes13] 15/2/2018 13:29

Always good to have a tailwind behind a shareholding...hTTp://www.dailymail.co.uk/money/markets/article-5390615/League-Legends-Companies-rocketing-share-prices.html

[alphabeta4] 12/2/2018 08:53

Just one of the standard indeces under the old platform scooper - UK sectors I-Z. It isn't labelled up as an ETF as such but I suspect is operating like one in the same way the normal FTSE 100 hedge effectively does without being labelled an ETF as such.

It's still working this morning - on Friday evening I added a FTSE 100 long around Friday's close as I think the market may have bottomed, at least for now (S & P double bottom around 2530?). As a type that's up 1.43%, software and computer services is level.

FWIW I think it may bottom out shortly - it's at 2033 vs 2440 on 5/1 so down about 17% vs c7% for the FTSE 100/250 and 5% for AIM. It could help explain why we've struggled to break through 1660, but also probably highlights 1400 as a bargain entry point.

All IMHO of course.

Edit - for completeness hedge closed 9.07am - not that anyone probably cares :) I based my close on the theory that now the market's having a bit of a rise and cheaper valuations of momentum and software will come into focus.

[scooper72] 09/2/2018 15:32

Sounds a bit too sophisticated for me. Is it an etf you are using for the short? I tried doing that with the FTSE a couple of days ago to hedge against a big slide it was a triple short. But it was all a bit too late so I killed it quite quickly. I have been topping up on KWS, Tap, & XLM instead as they have all been effected by the ongoing correction. Just keeping a 1/4 of my cash dry Incase I have topped up too early.

[alphabeta4] 09/2/2018 13:26

I'm currently short the software and services sector on IG whilst staying long on all my trades which seem to move in line with it (which seems to include momentum at the moment). It's working pretty well, it's stopped me selling lots of individual shares saving costs, saves me selling companies I expect to outperform my hedge and is currently showing a healthy profit into the bargain to offset my losses. At some point I'll look to close the hedge and run the rebound of the shares for free.

[scooper72] 09/2/2018 12:29

Ok. Fair enough. Point taken

[panic investor] 09/2/2018 11:55

In this market ?

[scooper72] 09/2/2018 11:54

Anyone got any thought about whether this has bounced off the bottom at just under 1350p.

[shanklin] 09/2/2018 08:56

Just below the £14 placing price currently.

[jamdan1] 09/2/2018 08:11

What's going on here. It's been down every day since results

[stamford hill] 06/2/2018 16:36

Just bought some back before the close. Strong support around this level. Lets hope the mkt in general holds up..

[bamboo2] 05/2/2018 14:42

Intraday tp 1640

[bamboo2] 05/2/2018 14:31

Good to see the AT/bots getting behind this.

Managed to get 2/3 of holding this morning.

[bamboo2] 05/2/2018 10:48

Bought a few. Being cautious, will average back in.