Keywords Studios Share Discussion Threads

[lanzarote666] 20/8/2015 08:52

Looks like a good fit into a 'large and strongly growing market'. Art outsourcing itself is in a buoyant market

On track to bring in profits of USD1.50m this year and earnings enhancing.

The story remains on track and expect further acquisitions...

[saucepan] 20/8/2015 07:57

Hi folks. I am recently invested here. Another exciting sounding acquisition today, I see.

[proactivest] 17/7/2015 11:00

Video interview with CEO Andrew Day

The chief executive of Keywords Studios (LON:KWS), Andrew Day, discusses the company’s acquisition of Kite Team and potential growth for the gaming market in Latin America.

Keywords will pay a maximum of €2.3mln for Kite, a specialist in game localisation for Latin America and Spain.

The deal includes Kite's audio recording and localisation studios in Madrid, Spain, as well as a new facility in Mexico City.

It comes on the back of recent growth for Latin America’s gaming sector, with some industry forecasts predicting the market will grow to over US$2bn by 2018, from US$1bn in 2013.

[lanzarote666] 16/7/2015 22:00

I took a position here recently based upon the chart pattern, but amazed just how under the radar it appears.

No comment on here following today's latest acquisition of Kite which is earnings enhancing and there appears good growth prospects from what I have read.

The announcement included a trading update as follows;

'Trading for the first half of the year has been in line with management's expectations with the games market, particularly in the console games segment, returning to more normal trading patterns (as expected) following the refresh of the console hardware market led by the launch of the PlayStation 4 and Xbox One in November 2013. The seasonal ramp up in activity, particularly in audio and testing services, started in May and is well underway in all of the Group's facilities. Recent acquisitions are performing well and Lakshya, the art outsourcing business acquired in October 2014, is performing very strongly and meeting its demanding organic growth targets by expanding capacity in its New Delhi and Pune studios as well as opening a new studio in Seattle, Washington.

Content for video games continues to grow strongly with particularly buoyant activity in the mobile and console sectors. Smartphone gaming is breaking down barriers between markets in China, Japan and Korea which have traditionally been distinct markets with little crossover while emerging markets in South East Asia, Latin America and Arabic speaking territories are growing fast. All of Keywords' services benefit from the proliferation of game content.

Keywords will provide a further update on trading when it announces its half year results for the six months ended 30 June 2015 on 22 September 2015.'

The CEO has given an interview today with directorrs talkk.

[hastings] 07/7/2015 10:59

Thoughts that may be of interest to others taking a look.

[johnyee 7] 19/4/2015 10:14

just been tipped a buy in the telegraph

[johnwise] 14/4/2015 11:34

Moreover, our business in the high growth mobile games market segment is going from strength to strength having built up strong relationships with many publishers including Supercell, King, Electronic Arts, glu, Machine Zone, Zynga and Kabam all of whom are listed in the top 10 mobile games developers by Pocket Gamer.biz (March 2014)

"As a market leader with a strong financial position we are well placed to deliver on the potential for high margin growth we see in our growing markets, both traditional and emerging. We expect to benefit in 2015 from a more settled console games market, the full year effects of acquisitions made during 2014 and in early 2015 and continued growth both organically and through additional selective acquisitions particularly in newer services lines such as art outsourcing, as we further consolidate our market leadership. We, therefore, look forward with confidence to making further progress as we move through the current year and beyond."

A strong financial performance driven by organic and acquisitive growth

-- Group revenue increased by 130% to EUR37.3m (2013: EUR16.2m)

-- Adjusted profit before tax* increased by 104% to EUR5.1m (2013: EUR2.5m)

-- Adjusted basic earnings per share* up by 48% to 8.54c (2013: 5.76c)

-- 10% increase in total dividend to 1.10p per share (2013: 1.00p)

-- Strong organic growth; revenues up 23% excluding all acquisitions:

[dunny85] 14/4/2015 11:01

You can add 1.4m of tax credits from Canada to that though. Will come through this year plus a further 1.6m for prior years. Total 3.0m to come held in other receivables.

[winsome147] 14/4/2015 10:16

Not much interest on this forum for KWS by the looks of it. I thought it looked interesting this morning until I saw the Operating Cash Flow of just 1.9m against revenue of 37m. Hmmm...

[johnwise] 14/4/2015 09:31

14/04/2015 @ 07:00

RNS Number : 0861K

Keywords Studios PLC Final Results

[proactivest] 19/11/2014 15:36

Video interview with CEO Andrew Day



Andrew Day, the chief executive of video gaming specialist Keywords Studios (LON:KWS), speaks to Proactive Investors about the company’s business model and its plans for more acquisitions.

Day also talks about the ‘hiccups’ experienced by the gaming market during the launch of the latest consoles, the Xbox One and the PS4.

[hannahh] 04/11/2014 11:51

If you would like to see Andrew Day, CEO, present on behalf of Keywords, with the opportunity to ask him questions please follow the link below. The forum will be held on 19th November from 5pm, registration is free. Other companies also presenting are KBC Advanced Technologies and Symphony Environmental Technologies.



Thanks,
The Equity Development Team

[dunny85] 25/9/2014 12:48

Interview with CEO.

[rivaldo] 23/9/2014 10:13

I like this company as a whole, but have to agree with Wexboy above that KWS remains very over-valued, especially given today's results - and the commentary.

KWS has a £68m m/cap, yet actually made a 0.04m euro operating loss in this H1.

In slight mitigation, KWS has around £7.5m net cash, and made a £1m "adjusted" PBT - though this was after adding back "acquisition and integration expenses, IPO expenses, share option charges, amortisation of intangibles and foreign currency movements".

In particular, the outcome for the year has a "greater weighting towards the fourth quarter than in previous years". We all know the effect that a warning like this can have if such a Q4 bias slips even slightly.

I would not want to be invested here until there was at the least certainty from a year end trading statement that those Q4 orders had actually come through, and even then, with only 6.2p EPS forecast to June'15, KLBT is on a pretty heady multiple.

[ride the wave] 22/1/2014 00:28

STRONG SELL - VERY TOPPY

BIG RETRACE COMING .

TAKE PROFITS

[dunny85] 07/1/2014 13:30

FT article published on China ending ban on foreign game consoles

[dell1234] 17/10/2013 08:10

2-page interview in today's Shares mag with Keywords:

[wilmslowwhite] 28/9/2013 16:31

It fell because it issued a NR last week that reported several large games companies had deferred releasing games beyond Q4 so the revenues for KWS would be reduced.

[el chupacabra] 25/9/2013 14:45

i make support at 93

[el chupacabra] 25/9/2013 14:40

i note naked trader tipped this last week, probably stopped out now tho. why the fall anyone?

[jakedog2] 23/9/2013 17:35

Patrick , the part of the update you highlight..... I read as 60 people taken on costing money........but currently no work for them due to the launch delays.....
Etc....

I will revisit when price has stabilised

[patrick9092] 23/9/2013 11:59

I am NOT entirely convinced that this is a full blown profit warning...There are some concerns that revenue & profits may be prone to " turbulence" but having read the TU several times I am convinced that this is more likely MM looking for cheap stock....Strong II onboard and the last part of the TU states the company is very bullish for the year ahead...

Andrew Day, Chief Executive of Keywords Studios, commented:

"Notwithstanding the hiatus caused by the timing of the simultaneous launch of two new consoles in an unprecedented launch cycle, we have made considerable progress in strengthening our market share and in the development of our Seattle business from a standing start to employing 60 people. While it has proven difficult to predict the exact timetable of forthcoming launches, 2014 is expected to be a year of significant activity for the games industry leaving us well placed for substantial growth in the year ahead."

[stegrego] 20/9/2013 12:36

Entry point nearer 80p would be a reasonable start.