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Keywords Share Discussion Threads
Showing 776 to 800 of 800 messages
|Well one it won't be and that's a gaming company - he dismissed that idea.Something to do with Asia ?|
|Re the above referenced, 5 April presentation [hTTp://www.piworld.co.uk/videos/2017/4/5/keywords-studios-kws-fy-results-presentation-december-2016] :
On one slide, Andrew Day spoke to the increased debt facility that KWS has recently negotiated (with Barclays, if memory serves me correctly). He then made a somewhat aside remark along the lines of: “the cost of debt being what it is currently; frankly, it would be silly not to take advantage of the opportunity”.
I thought that was a very interesting throw-away remark. It made me think he has something in mind/in the pipeline. Typically, KWS funds its smaller acquisitions from cashflow, and it still has plenty of cash in the war chest. Thus, if KWS is considering taking advantage of the debt facility and has made the effort to line it up, there could well be something pretty momentous and possibly very significantly earnings enhancing (further transformational) on the cards in the not too distant future?
Very convincing afternoon strength today, by the way; augurs well.|
|Will it be available afterwards online ? Watched the last long one - was excellent|
|RNS - the AGM on 25th May will be worth attending as there's a special presentation for investors.
Great to see KWS bringing a little creativity and attention to one of the rare occasions shareholders get to meet and question management.|
|Will be interesting to see if there are any holding RNS's|
|Lots of AT trade (institutional?) buying at steadily increasing prices this morning, the latest at 840p.|
|coming back up this afternoon with a vengeance...|
|Cheers dixies - you surprise me given the trades after 12.00, but there you go.
Glad to hear he said keep RNWH as I'm a long-term holder there too :o))|
|PI, The potential turns are apex based. They are quite reliable in some share charts and are formed where two trendlines meet in a triangle or wedge apex. This sometimes has an effect on price, even after price action has moved on from the original triangle.
I am currently testing out the best type of chart pricing to use, Mid price[advfn] or Last Price traded.
See here for more info,
Can supply more info if of interest.|
|Bamboo can you explain turn within your charts ?|
|No, Rivaldo, there was no mention of KWS. He did advise taking profits in ABDP but run profits in RNWH both of which I hold.|
|Looks to me given the post 12.00 selling that Simon Thompson advised some profit-taking here.
I have a feeling that those who sold in the 730p-740p area may well come to regret their decision (and maybe they are already!).|
|For latecomers, adders and traders...
50% retrace of recent move at 692
Recent hist support zone 695-720
Next potential turn indicated 20/21 April|
|Added at 736|
|interesting piece by Research Tree CEO he wrote yday... KWS is this week's Focus Stock
"The Focus Stock this week is Keyword Studios, a high growth company that is both incredibly acquisitive and enjoying robust organic growth. KWS is a quality operator with a strong Balance Sheet that could comfortably carry more debt. Management has a clear strategic direction and operates in a fragmented market.
The shares trade at a premium after a 300% rise over the last 15 months, and as with any growth company, it’s hard to know whether today’s price has got ahead of itself, or that, looking back in a few years time, today’s level will have been a bargain.
Below I briefly outline what the business does, the nature of the market it operates in, and the level of competition it faces. I also run through a valuation exercise to demonstrate what growth the shares are currently pricing in and how acquisitions might affect this."
You can see the full thing here, it's ungated. Warning, it's bloody long but worth reading
|Already priced in by the looks of it|
|Tomorrow marks the first anniversary of the Synthesis acquisition, which means 1.2m new shares are scheduled to be issued as part of the deferred consideration. Not sure exactly how many shares are currently in issue, but I think it's around 2% dilution.|
|Institutional (AT trade) buying at 800p now.|
|I did buy in at 575p on the last dip and sold out today at 780p. Seemed too good an opportunity to bank some profits - nothing goes up in a striaght line though I may be leaving some for others. GLA holders and I will be looking to re-enter at some point.|
|Wish now I'd bought under £6....oh well.|
|And as they said in the presentation you really have to goof up to lose a contract in this sticky business|
|I suspect the re-rating is being driven by not only the superb performance of and potential in the core business, but also these two extracts from the prelims which give a glimpse of what's possible as KWS develops in terms of sector expansion:
"Looking longer term, we maintain a watching brief on the medium to long term potential for the Group in closely adjacent markets such as e-learning, film and television, and other content rich sectors where our expertise in the most interactive form of content, video games, is highly relevant and transferable"
"In addition, Keywords' recent early steps to take a more influential position in technology and player experience consulting through the acquisition of Player Research, provides the Group with the opportunity to become ever more embedded in how the world of electronic gaming evolves. This is, genuinely, an exciting development."|
|Looks like a re-rating going on. Was expecting a little consolidation but not complaining :o)|
|Great rise again - and on very healthy volumes too, with almost £1m of shares traded already today.|