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KWS Keywords Studios Plc

1,147.00
-4.00 (-0.35%)
Last Updated: 11:41:19
Delayed by 15 minutes
Keywords Studios Investors - KWS

Keywords Studios Investors - KWS

Share Name Share Symbol Market Stock Type
Keywords Studios Plc KWS London Ordinary Share
  Price Change Price Change % Share Price Last Trade
-4.00 -0.35% 1,147.00 11:41:19
Open Price Low Price High Price Close Price Previous Close
1,170.00 1,137.00 1,170.00 1,151.00
more quote information »
Industry Sector
TECHNOLOGY HARDWARE & EQUIPMENT

Top Investor Posts

Top Posts
Posted at 05/4/2024 13:10 by arborfieldinvestor
I'm not a fan of short selling (using an investors shares against their interest), but I am not sure that there is massive short selling going on here. From the middle of last year to now the notifiable short positions have dropped significantly, although there have been a couple of up ticks recently. The whole games industry is in a tough spot after over investment after the pandemic. Layoffs and games cancellations (seemingly most weeks) mean less business for outsourced companies. The share price is pretty stable and I don't expect a massive movement either way. It has hit my buy price but I have decided to invest at the moment in MTRO and 888 as they are fundamentally mis-valued due to historic issues. I may come back to KWS later.
Posted at 13/3/2024 14:47 by ali47fish
no not for me i am an investor
Posted at 12/9/2023 10:08 by bulltradept
Sceptical, if he's sold and he buys back, he's made money if he's a professional shorter of stock, not open to the likes of the retail investor.
Posted at 01/4/2022 13:57 by alphabeta4
ali, I'm conscious (like most here I suspect) that I am not a qualified financial adviser so can only give you what I do for you to make up your own mind.
I have a personal rule where I won't go above 12% in any one share and typically will hold around 25-30 at any one time. I am a full time professional investor of 7 years and have found 25-30 personally is about the limit I can handle. So my average position is around 3.3%.
If I go above 12% in one I will just top slice it to get it back under and use the cash for something else. This has been the case for companies like Futr which I still think are fantastic but I have made more than 10x my initial stake.
If I have something which I see significant upside but I only hold say around 8% then I will add and push towards my 12% rule. Basically I want those where I see the greatest return to have the highest amount in subject to the amount of risk if it going wrong.
For KWS I had held c6% of my portfolio on it and added to take myself up to c8% on the update. FWIW I note it would be around £39-40 if valued on the same basis as September representing significant upside, albeit that can be said for lots of companies in the tech sector right now! IMHO the EBITDA guidance also looks very undemanding so this may prove conservative with the net cash for acquisitions adding further opportunities for upgrades.
Good luck with what you choose to do, I think there are no hard and fast rules but the above has worked well for me.
Posted at 31/3/2022 18:37 by ali47fish
if i have been investted foer a long time and i have bought/added several times, there come a time when it's not worth it to add any more once the share price has gone up quite significantly- am i right in this from investors familiar with this matter
Posted at 21/2/2022 18:41 by km18
...from last year...

Keywords Studios PLc plc issued interims for the six months to June 2021. Top line revenue growth was strong rising 37.6% to €238.7m in H1 21. EBITDA was stronger rising 55.7% to €40.8m. Profit before tax was stronger again rising 97.3% to €21.9m. And EPS was strongest of the lot rising 119.8% to 20.86c. Valuation is not cheap, forward PE ratio is around 44, very expensive for the market as a whole, just about middle third for the high growth Software & Computer Services sector. Investors shouldn’t expect any multiple rerating higher, but with EPS growth reaching 100%+ rates, returns should be strong anyway. And given the commercial performance KWS is delivering, the probability of downward rerating is relatively low. BUY....


.... from WealthOracleAM
Posted at 04/2/2022 13:11 by ali47fish
I just want to understand how and why it is getting cheaper -this used to be commented upon as valued to perfection and I know recent results were stellar but share price volatile- how does one establish which uk tech companies are value vs growth-from investors with insight please!
Posted at 04/8/2021 12:19 by srichardson8
Interesting company with a pretty staggering revenue record - lots of add-on acquisitions of course - and a pretty impressive shareholder roster. But not a lot of comments here having been a real pi favourite a few years ago. Sadly that means that there is very little research available to the private investor, though I see some 14 brokers follow the company I can only get Edison on Research Tree. Stockopedia was indicating Eu479 revenue and Eu54mn net profit for this year. After the 10mn issue last year the company should be OK for cash for a while. I suppose the burning questions are any negative impact on the games market as the pandemic recedes in developed nations and short-term the news from China on a crackdown on games companies though I know not how this may affect them.But if Keywords is starting to see margins improving at operating level the apparent high cost of entry might not be so intimidating. I am guessing that the share price weakness today is just short-term traders getting out on the good news.
Posted at 04/5/2021 14:32 by steeplejack
The placing is not that negative per se but it comes after a sharp upward move in the price.The sale was made by someone who knows the business well and decided that the end of April was an opportune time to sell,an opportunity cost decision.In this instance,a lot of investors will simply think “well ,you know better than me mate,i guess the stocks a bit pricey”.On the other hand,the stock was placed and those long term holders might look beyond an irritating swift 8% drop in the price post the placing and buy on the falls.
Posted at 30/12/2020 20:34 by terry topper
Cheers aiming for not telling me to shut up!!!!
My view is that as there are very few institutions that don't invest in AIM these days, I genuinely think that the downside could be pretty significant if KWS were to move at this moment. I don't think there would be lots of natural buyers that only invest in fully listed stocks.
However my constant fear is a change in the rules around these stocks on the IHT exemption front - at first glance when you look at a stock like FEVR (£3bn mkt cap) it seems wrong to give investors tax advantages ... but the tax advantages helped a new great British company get where it is today.
I believe that GBG and ALU moved from the main list to AIM partly because of the belief that they would attract additional UK investors (been very successful for GBG, not so much for ALU so far - I am patient!)

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