Keywords Studios Share Discussion Threads

[aimingupward2] 14/8/2018 21:04

Well, maybe you will, but it’s rather more likely that a bit of ‘penny pinching’ will end up costing you. I wish you good luck though, (deserved after today’s misfortune), and will be interested to hear how you get on.

[aimingupward2] 14/8/2018 18:48

Well, I 'can't believe' that it's possible to do that. It sounds like a real weakness in HL's system. Is there no requirement to press 'confirm' to make a sale?

The end of day uncrossing trade suggests a firm opening tomorrow, so I hope you get in early and soon see yourself back in profit again. Very unfortunate for you, scooper, but theres plenty more left to go for in KWS. Best of luck - and don't make that mistake again. I'm sure you won't.

[scooper72] 14/8/2018 17:53

Can't believe I accidentally sold £22k worth of KWS today at 1778p when I was checking the real sale price on my HL app on my phone!!! Only just realised when I was checking my stocks after work. That will teach me to be more careful. Still have £80k worth left in my portfolio, but Kind of hoping for a bit of a dip in the price early morning so I can buy them back.

[scooper72] 14/8/2018 17:16

Well Cristh, if we are generous enough to give u an extra 24hrs then u weren't too far out. Let's help the buying pressure is sustained as the week continues.

[scooper72] 14/8/2018 13:02

Not as many sell orders on Level 2 as this moves up past 1750p.

[villarich] 14/8/2018 10:06

I'm waiting for his BOO prediction.

[snew] 14/8/2018 09:37

Was a little out of the FEVR share price prediction as well.

[scooper72] 13/8/2018 17:21

Little out today Christh. But at least we saw it finish above its opening price, even if it was a mere 6p

[christh] 13/8/2018 10:03

I have a suspicion that it will run to £18.00-£18.30 today.
It is building up and looking towards the high end of a recovery to under £20 soon

It has achieved £19.80 a couple of weeks ago but seems there is a demand for the shares after the results were announced.

[scooper72] 13/8/2018 09:06

That is another good point - serious cash generation is also something that will keep them in investors good books when the market eventually gets tougher.

[rathean] 13/8/2018 08:52

I like genuine growth stories like KWS, BOO et al. Their pe rating are more of a realistic forecast of future value than say VRS and arguably OPTI after its recent rise. Those high pe stocks without strong cash generation and unicorn valuations will feel the effects of a downturn far more imo.

[gokarna97] 12/8/2018 20:29

Scooper72 ... in chaotic times (i.e. now/soon) I'm backing computer gaming, the ubiquitous rise of AI in all markets (hence am bought in to NVIDIA), and booze which is always good whatever the market (hence am in Diageo) .... who knows really?!!!

[scooper72] 12/8/2018 12:05

Assuming there is a bear market in next 2 -3 years or possibly even sooner, how do people see KWS' valuation responding. It doesn't have much of a dividend, has a high 'growth stock' PE ratio, which will all be held against it in a global sell off. However on the other hand it is probably in a niche that I would imagine is relatively sheltered from a slow down in the world economy. People aren't going to stop playing games. Anyway being reading today in my Sunday Times about different thoughts on how long the bull market has left to go, so trying to work out which industries or companies will hold their value in a down turn and which will falter. Interested to know the thoughts of more experienced investors than me. I've only been the market since 2015/16. Does anyone have any helpful stories from the last crash and how their different stocks faired?

[rivaldo] 12/8/2018 07:46

This should help - there's a big feature in the Mail on the rise of e-gaming, and KWS are tipped as one of the companies to benefit:



"Ford notes that graphics companies are also a key component - USlisted Nvidia, which produces the graphics cards, is worth £121bn. But there are niches where UK companies are making their names.

Keywords Studios is an outsourcing business to help create and support the games. Boss Andrew Day said: 'Events management companies, tournament organisers and venue operators themselves like Madison Square Gardens, and Wembley Arena in London, will certainly benefit.'"

[scooper72] 10/8/2018 12:26

Quite a big block of sell orders on Level 2 at around 1750 mark. I guess that is the little bit of resistance to get over now.

[gokarna97] 10/8/2018 09:59

Yes KWS back on the up! Great business model so always relaxed on this share. Also bought TM17 at 240p because I like the indie pipeline approach to releasing games using TM17 marketing experience etc ... and actually very transparent to investors in terms up upcoming games, release dates etc, plus solid backlog generating revenues ... and very good on twitter. This is a LTH for me. Also in FDEV but I wish they presented a clearer roadmap on future releases .... I understand they may have hands tied by film studios etc on the next franchise but they could still do more to explain the future roadmap in generic terms and be more active promotionally ... hence reduced stake a couple of months back and bought more KWS. Good luck all!

[villarich] 10/8/2018 09:22

Great start to the day

[villarich] 10/8/2018 08:53

I was tempted with Team17 too. Didn't have the cash at the time though. Having read that article, and being into gaming generally, I'm tempted to sell some investments and get more into the industry.

[panic investor] 10/8/2018 08:36

I hold TM17 from just after IPO with the other two on watch

[villarich] 10/8/2018 08:27

You're welcome. The bit I posted was part of a wider feature on the computer games industry. FDEV, Codemasters, Sumo and Team17 were also featured. All very bullish about the growth of gaming.

[silverfern] 10/8/2018 08:15

Filter people who post about themselves not the company, simple.

[aimingupward2] 10/8/2018 08:14

Very helpful and encouraging post, Villarich.

It looks like the timing of this article is very opportune as the share price has been trailing down for several weeks and now looks to be on the turn.

[villarich] 09/8/2018 13:26

From Shares MagazineKeywords aims to unlock gaming's full potentialWorking behind the scenes for some of the big game developers, Keywords Studio (KWS:AIM) has 23 of the top 25 game producers as clients and using a buy and build model is picking up new companies and offerings at a tremendous pace.Keywords is not reliant on the success of a single game or even a handful of titles. It provides the 'picks and shovels' to get these products to market and is paid regardless of how popular they are.The model clearly appeals to investors, at £17.14 the shares are up nearly 13-fold on the issue price from its July 2013 IPO and trade on a price-to-earnings ratio of 40.3 times 2018 forecast earnings per share.Andrew Day, CEO of Keywords says he's not really after more clients as his list is already stellar. Moreover, given the amount of services he can offer his clients, he wants them to use his company for multiple tasks.'One of the problems we've had as we've increased our level of capabilities is to show our clients the level of our new offering,' says Day.Day says the big trend at the moment is a move into games that are continually supplying new content into existing games. This is to keep players 'engaged' according to Day and the new content can come weekly or even daily.Another 'big thing' Day has noticed is the increasing sophistication of mobile games. The old MMO (massive multiplayer online) model mobile games is merging with a pay to play model and 'people are willing to play more and more sophisticated' games on their mobiles. KEYWORDS CONTINUED EXPANSIONThe company recently moved into gaming analytics with the acquisition of Yokozuna Data for $1.6m. This move was hot on the heels of the purchase of Snowed In, a software engineering firm.Day explains that predictive analytics is about being able to read when players are about to leave and trying to increase the level of spend within a game.In terms of the price Keywords has paid for its astounding number of acquisitions, Day surprises with his response.'We are the known buy and consolidator in this sector so we can set the price. Most of the conversations in this space are less about valuations and more about making sure they are getting the same sort of deal out of the Keywords deal that others got,' says Day.In its earlier incarnations, Keywords was a company offering translation services to games producers to enable them to market their games to a wider audience.From a single service line business, Keywords now offers seven service lines and has an addressable market of around $6bn.Keywords is becoming more vital in the game production supply chain as it diversifies its offering with each new acquisition.