Keywords Studios Share Discussion Threads

[christh] 16/4/2018 09:42

Villarich
I have gone passed that, that's why I am very keen on fundementals.

Go and get it from your local library if you can not afford to buy it.

[christh] 16/4/2018 09:38

Panic Investor


something for you



or better this

[villarich] 16/4/2018 09:35

Have you not got to the NAV calculation chapter then?

[christh] 16/4/2018 09:31

Villarich
its actually "the zulu principle" by J Slater, a classic on investing.

[panic investor] 16/4/2018 09:30

"Either fundementals or technicals drive the price."Or crystal balls :-)Glen Hoddle anybody ?

[villarich] 16/4/2018 09:23

I've edited your penultimate sentence for you so it's more accurate. "I do read recent reports,broker views,news,financial mags,media but only those that support my view, then do no actual fundamental analysis and buy when it hits an all time high.

[villarich] 16/4/2018 09:18

It's a shame you've responded in this way Christh. It was a genuine question to understand your point of view regarding KWS trading below NAV. You stated it as fact, I just wanted some further info on what you were basing that fact on. I think that was a fair question given this is a board set up to discuss such matters.But that's fine if you don't want to share your analysis then I'm comfortable with that. I suspect the reason you don't want to share it is because it doesn't exist. You've just thrown that NAV statement out there to try and look clever. As you suggest, I'll go back to my trading books. I'll let you get back to your Mr Men ones.

[christh] 16/4/2018 08:56

Villarich
you do your own research, like I do.
I am not prepared to engage with you in arguments that will not solve anything.
Go back to your Borlowski or other trading books and consult them.
or read the links I post,it will give you an insight better than a chart.

Either fundementals or technicals drive the price.
At the moment the fundementals are much stronger that technicals!

I do read recent reports,broker views,news,financial mags,media and judge accordingly.

So on your way.

[villarich] 16/4/2018 08:46

Is that a no then? You won't share your NAV calculations?

[christh] 16/4/2018 08:40

Villarich
the crow spoke!

[villarich] 16/4/2018 08:40

The first line, crystal ball comment was aimed at him. Could you share your NAV calculations please? I'd be really interested to see what is telling you that the current market cap is less than NAV. And that's a serious question by the way. I don't normally look at how a company fares against its NAV because it's so difficult to calculate. So anything you have would be useful.

[christh] 16/4/2018 08:27

IC TIP UPDATES:
April 9, 2018

We’re still buyers.

[scooper72] 16/4/2018 08:21

Thanks for explaining Villarich, I do respect Bamboo2's views- just didn't understand his chart. Have always found his posts here and elsewhere helpful.

[christh] 16/4/2018 08:18

Villarich
Was Bamboo mentioned in my post?

Only my views.

[villarich] 16/4/2018 08:11

Thanks Bamboo, really useful. Am keeping an eye out for confirmation of a reversal where I'll be exiting part of my position (bought at 14.50).

[villarich] 16/4/2018 08:10

Just to make it clear...Bamboo is a trader using Technical Analysis to identify POTENTIAL price moves based on previous price action. He may, or may not have a different view to you. So to everyone, including Christh, please respect his views, even if you don't agree with him.What he is saying here is that given the recent price action there MAY be a reversal on the 16th. It will likely be short term with a retrace back to no lower than the 50% Fibonacci retrace line. May, could, might are the words to bear in mind here. Not will or definitely going to happen! But that doesn't mean he is wrong. It's how TA works. Identify potential trades and execute them based on confirmation. Then have a get out plan.

[christh] 16/4/2018 07:48

It's going up, my crystal ball shows!
It has tested £17.78, so the next test is £18.15 as new aquisitions, new contracts,
revenue increased.
Results were excellent and the strategy of aquiring so many companies, will result in major revenues, year upon year.

Upgrades from Brokers have lifted confidence to investors.

The brokers Berenger set a target price of £20.60.

At the current price is below Net asset valuation(NAV)in my opinion.

Hope to see £18.30 today

[scooper72] 14/4/2018 14:15

Yes bamboo. Please explain. It's Greek to me. Is it saying there is a retrace about to happen or something else. Although I am not sure I have the energy to top slice now and buy back a bit if it drops back to 1600or 1500p, to be fair one can probably make a bit if one is confident about where it will drop back to.

[aimingupward2] 14/4/2018 13:56

Please explain. What are you saying, bamboo2 ?

[bamboo2] 14/4/2018 12:41

rich, Flag, retrace levels, tp.



Edit added,
Dominant chart pattern is a flagpole with flag/pennant consolidation zone
There is a potential turn on 16/4/2013, so I have looked at potential fib retrace and historical support areas. A retrace beyond 50% of the recent rise is unlikely.

Horizontal orange lines are historical support. [Long term approx. 1620]
More recent support at 1650 and 1700

An eod close above the cyan line confirms an upper tp of approx. 1939 [bowl/handle continuation]

At 1750, placees from Oct 2017 are sitting on 25% profit in five months. I guess this may be some of the reason price is currently struggling to make much headway beyond this level.

[scooper72] 13/4/2018 22:43

Reading this description of their new office gives the strong sense of how they are still building foundations for the long term in an industry that is still relatively young. They are not only focused on being financially clever (combining their strategic locations in N America with their lower cost base artists in Asia) but also building a culture that their staff buy into. Despite having bought and sold over the last couple of years I am happy to hold on long term to my existing holding which is currently worth about 60 percent of my SIPP.

[aimingupward2] 13/4/2018 13:49

Thanks rivaldo. All good stuff.

As a matter of interest (idle curiosity), since we both have several share holdings in common, I wonder if you know of Sopheon (SPE). I only discovered it recently and find it to be a very interesting prospect - software and services for innovation management. Small Co, but has majors like BASF, P&G and Merck as customers.

[rivaldo] 13/4/2018 13:15

All systems go in Canada....



"Keywords expands North America HQ in Montreal
April 12th, 2018 - 11:33am
By Craig Chapple, Senior Editor

Services provider Keywords Studios is expanding its North American HQ based in Montreal as it prepares for a hiring spree.

The company plans to invest $1.1 million on the 17,000 square foot expansion, which will include additional workstations and a new common area.

In total Keywords has 75,000 square feet of office space in the city and now has a further 10-year lease on its Montreal HQ.

Continued growth

The firm said the expansion means the office will become a “single end-to-end solution” provider for its global customer-base. Currently the Montreal team focuses on QA, localisation, player support and UI/UX research.

Keywords said it now has the second largest games studio in Montreal, a city also home to Ubisoft.

“We look forward to continuing Keywords Studios’ growth within such a creative and innovative community for games makers here in Montreal,” said Keywords Studios Americas MD Nicolas Liorzou.

“Importantly, this provides our staff with a superior fit-for-purpose work environment, as we will now have more capacity than ever to solidify our vision for the future of games development.”

Keywords has been on a significant acquisition spree over the last few years since it went public. Recently it expanded its audio services with the purchase of Cord Worldwide, Laced Music and Maximal."

[aimingupward2] 13/4/2018 13:04

The more smaller companies there are coming along to develop new games, and that seems to be the trend, the more likely it is that KWS will be called upon for all the background services which these new entrants will not be able to cope with themselves.

All looking good for as far ahead as we can reasonably see. And yes, christh, even if not today, £18 and more is not far away - and maybe £20 is closer than we'd have thought a few weeks back.