Keywords Studios Share Discussion Threads

[doubleorquits] 25/10/2017 12:53

FDH,
Agreed - not an issue for AIM listed share.

Alphabeta
They do not want FTSE 250 entry as they have not applied for a main market listing. Doing that would be the biggest indicator that they do want it!

[shanklin] 25/10/2017 12:49

Thank you Alphabeta4

So, at the current GBP/EUR exchange rate of 1.1186, the 2018 forecast has been increased to 43.8p, a near 33% increase.

[fardistanthills] 25/10/2017 12:49

AIM listed? So not eligible?

[alphabeta4] 25/10/2017 12:45

I would love if someone has any idea whether they want FTSE 250 entry. They're clearly into auto entry territory after this morning :)

[alphabeta4] 25/10/2017 12:44

Shanklin

Finncap have €0.301 eps this year, €0.49 next. Average Morningstar analyst forecast eps for 2017 was 26.84p and for 2018 32.97p before the deal (sorry not in the same currency but they report differently).

[shanklin] 25/10/2017 10:57

Has anybody seen and updated broker forecasts please as opposed to updated target prices?

Many thanks, Martin

[alphabeta4] 25/10/2017 10:42

Numis also upgraded. £14 to £18.65.

Finncap were previously £13.25 so the two upgrades range from £3.52 - £4.65.

[ashehzi] 25/10/2017 10:41

Looks like day traders jumping in the morning, lets see COB price. Missed the train yesterday, so just waiting for price to settle as already full.

[nimbo1] 25/10/2017 10:02

from fc

Consideration – we estimate that KWS has paid 6x FY18 EV/EBITDA. We derive this by assuming 5% growth to €58m, a GM of 33% and €9m of cash opex (after €1m of cost synergies). KWS has identified a further c.€1.5m of cost savings, which we expect to benefit FY19 and beyond.


Valuation – we maintain our previous methodology, but update certain assumptions, namely that; this acquisition significantly accelerates KWS's growth strategy and; assume that KWS achieves a more dominant market share in a mature future market – now 20%, prev 15%. We revert to a Buy.

[panic investor] 25/10/2017 09:35

Keywords Studios PLC upgraded by FinnCap to buy. GBX 1,677 PT. ift.tt/2zQ3f4i $KWS #KWS

[saucepan] 25/10/2017 08:41

Shares Magazine today on the acquisition: North America customer support scale will double at a stroke.

[bamboo2] 25/10/2017 08:06

Added this morning

[ramridge] 25/10/2017 07:41

Thanks, madmix. This is all new to me. So does this mean that none of these are real transactions that took place after-hours?

[madmix] 25/10/2017 07:37

Ramridge,

Those are just 'worked orders' I suspect.

For example, if I wanted to sell 10,000 shares in one go, I would probably have to accept a price well below the 'touch' bid price. Alternatively, I could set a limit price and a market maker could 'work' the order throughout the day by finding buyers for the stock. The transaction might not be reported until after 4:30 depending on whether he has filled my order in full, or perhaps only partially filled it due to the price being below my limit price.

[ramridge] 25/10/2017 07:26

A lot of shares sold after-hours between last night and this morning. Reason?

[panic investor] 25/10/2017 02:16

Well I wouldn't worry either way

[invisage] 24/10/2017 23:38

Well if you read the slide it says one or two large acquisitions

[travellingtrader] 24/10/2017 23:05

Here are his actual words from the youtube transcript:
30:04:00
you should be expecting us to
make I don't know between four and ten
of these sort of smaller type
acquisitions every year by smaller I
mean anywhere from you know a couple of
million to ten million dollars in size
in consideration terms and you know
possibly find the you know the odd
larger one falls into our our hopper as
well

[bamboo2] 24/10/2017 21:14

A number of positive ongoing chart patterns [INVH&S, Cup/h, etc] joined the now confirmed High and Tight flag setup that fulfilled basic qualification criteria during Aug 17.

Not 100% certain that the cup/h that has since ensued, fully qualifies the HTF pattern, as it's not particularly tight. However, looking at some of examples offered by Bulkowski, I don't see why not.

The Cup/h pattern [cyan] targets 1600. HTF approx. 1844

[invisage] 24/10/2017 20:54

No he actually said 1 or 2 large acquisitions, you can watch the video again on youtube.

[panic investor] 24/10/2017 20:53

He said around 7 carefully selected acquisitions - one being large - that's 2 down then

[aimingupward2] 24/10/2017 20:10

Yes, nimbo, I agree. It’s certainly exciting and you may be right that, even though not claimed by the company to be so, it may prove to be transformational. They do say, though, that it will be ‘significantly earnings enhancening’ which, I suppose, amounts to pretty much the same thing so I feel confident that the share price will continue it’s heady rise. Further acquisitions can be expected as the industry consolidates which all adds to the encouraging prospects.

It might outperform IQE over 18 months, though longer term I would expect the opposite.

M4ybe - thanks for your post. It’s an encouraging read.

[nimbo1] 24/10/2017 19:23

ha cheers panic, just following you around really, makes it easy ; ). I think I got in here just in time. This deal is very exciting and perhaps transformational.

[panic investor] 24/10/2017 17:18

Anybody that watched the last interview should have known this was coming - watch it again - this was the large one mentioned let's see what the next 5 are !