Keywords Studios Investors - KWS

Keywords Studios Investors - KWS

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Stock Name Stock Symbol Market Stock Type Stock ISIN Stock Description
Keywords Studios Plc KWS London Ordinary Share GB00BBQ38507 ORD 1P
  Price Change Price Change % Stock Price Last Trade
26.00 1.07% 2,460.00 16:35:16
Open Price Low Price High Price Close Price Previous Close
2,448.00 2,418.00 2,470.00 2,460.00 2,434.00
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Industry Sector

Top Investor Posts

steeplejack: You’re probably right and i wont be selling any stock. However,directors have recently sold a substantial amount of stock not only filling investor demand but raising the question of why the sellers chose to sell at that time.Either they felt the shares were near fully valued or their decision was more motivated by macro considerations ie equity markets being set for a correction.When directors sell,they make an opportunity cost decision (no matter how they might dress it up) and its more than likely that the price will be overshadowed by that choice for a time.Thats occurred in this case.Placees are down well over 10% from the £28 they paid and that must irritate.The chart shows support levels might come into effect around £24.
reb_ban: Certain US techs are plummeting due to a change in investor behaviour as the global economy starts to open up...However, I would be suprised if KWS was to be affected as its neither seasonal nor has it 'Blossomed' due to covid but the old adage of 'Sell in May' is interesting except the last two years have been incredibly unusual so I for one continue to accumulate here...
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.
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!)
baybrook1: Hi. I am a novice investor. If the forecast is £25+/- why did it drop below £21 last week? Is it shirt term profit takers? Thanks
steeplejack: Well if that's the case,it's strange that some funds simply won't touch AIM stocks,it's not allowed in their memorandum of association,the very construct of the fund.The AIM market is a poorly regulated market which has happily entertained fraudulent enterprises like Quindell,which grew to a market cap of over £3bn.Some stocks like ASOS or Majestic Wine have proved to be excellent investments but as a rule,AIM stocks should be approached with deep rooted scepticism.As for KWS,it would do itself a favour if it joined the main market and enhanced its credibility with institutional investors.
rivaldo: Looks like more and larger acquisitions to come: Https:// Extracts: "Keywords Studios forecast to increase acquisition spend Wed, Dec 4, 2019" "Dublin-headquartered gaming company Keywords Studios is likely to ramp up spending on acquisitions again in 2020 after a relatively quiet year, according to brokers. A note to investors from Numis Securities suggests a pick-up in pace to an average of spending between €30 million and €80 million next year on acquisitions." "According to the investor note, recent concerns from investors over slower revenue growth seem to be misplaced. “We continue to view Keywords as an excellent long-term investment, with value creation from both further acquisitions and organic progress,” said Numis analyst Will Wallis. “We believe that Keywords remains a very attractive way to play the long-term growth of the video game market,” he added." "“Keywords holds itself out to be a business with simple revenue recognition and very high underlying cash return on operating assets. Our analysis fully supports the view,” Mr Wallis said. Keywords was named company of the year at the annual Technology Ireland awards in Dublin in late November. It also took home the “outstanding achievement in international growth” award in recognition of its phenomenal growth in recent years."
rivaldo: Great new interview with the CEO - a few snippets: Https:// “I was travelling last week, and I took the opportunity to visit five major game development studios,” Day tells us, though he won’t reveal which ones exactly, as the work of firms such as Keywords remains highly secretive. “And I spoke to the heads of all of those studios, and every single one, volunteered to me, that they’re all going to be making more games in the future with the same number of people. Next year, the year after that, and the year after… They said, obviously, we’re going to need more of your support to be able to do that.” “More and more integrated,” is how Day describes that relationship. “Three or four years ago in our offices, we would never have been asked to do hero assets, certainly not whole levels of the game. And all of that’s evolved quite quickly, so that it’s not untypical for us to be doing 80 per cent of the art on a single game in a highly integrated pipeline." With the Google Stadia launch this very month, and xCloud, currently in preview, close behind, the new generation of console platforms will be larger than ever, and not simply boxes in living rooms, either. And more platforms creates yet another potential revenue stream for external development services. “We’re lucky. I mean, we’re working for those [streaming] players directly but obviously, we’re also helping our partners in importing their games or where we’re developing games for them or with them, we’ll be building in the Stadia version, as part of the programme of delivery. It’s a very good position to be in, we sort of know what it takes.” So has Keywords found the new streaming platforms to be a smooth transition too? “I’d say it’s been fairly smooth for us. It’s funny, we’re a publicly traded company, so we have investors and they ask interesting questions like: ‘What do you have to do to prepare yourself for streaming platforms?’ or ‘Does that mean you have to go out and hire a completely different sort of resource type, because VR is coming around the corner?’ “And actually, we get taken into those spaces by our clients who are the content holders, but they’re also very often the platform holders. So somebody like Facebook with Oculus use our services, extensively.” In short with both platform and content providers as clients, Keywords should be up to speed before most when it comes to such shifts."
rivaldo: Numis say today that KWS remain "very attractive": "Keywords Studios has slowed down acquisition activity this year and in 2018, but a pick-up in pace to an average of spending between EUR30 million and EUR80 million a year is likely, Numis says. Recent investor concerns on the Ireland-based, U.K.-listed provider of services to the videogame industry seem misplaced, as demand continues to grow rapidly and Keywords is a go-to provider with a strong acquisition track record, the brokerage says. "We believe that Keywords remains a very attractive way to play the long-term growth of the videogame market," Numis says."
1670127: Results generally in line with expectations. Not as upbeat an annual report as previous ones highlighting reduced growth rates and lower peak season demand for some services. It is interesting that the seeds of the next console release are being mentioned. Everyone involved in the industry knows that there is a big dip in games services for 12-18 months before the new console is released (this is the time to develop new games for the platform, they typically stop developing for the old one). There is also the need to purchase test boxes which is a significant investment. This could put short term pressures on revenues and margins. It almost took one company I worked for under. Conversely 12-18 months post launch there is a big pick up. The question is whether most investors recognize this so are happy to buy at high growth ratios. My gut is this will continue to trend downwards toward more normal PE ratios.
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