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Share Name Share Symbol Market Type Share ISIN Share Description
Keywords Studios Plc LSE:KWS London Ordinary Share GB00BBQ38507 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -28.00 -0.94% 2,948.00 2,950.00 2,956.00 3,056.00 2,930.00 2,988.00 384,388 16:35:22
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 430.7 40.4 38.0 76.2 2,274

Keywords Studios Share Discussion Threads

Showing 2901 to 2924 of 2925 messages
Chat Pages: 117  116  115  114  113  112  111  110  109  108  107  106  Older
DateSubjectAuthorDiscuss
23/11/2022
18:03
Looks like 97p eps for this year IMO at a sector median average PE of 35x….which seems reasonable. Currently on a forward PE of only circa 28x which is low.
disc0dave45
21/11/2022
10:03
Yes, really encouraging. Feel confident of continuing progress, in t/o, profits and in the share price.

22/11 : Brokers Liberum raise their tp from 3,150p to 3,400p.

aimingupward2
21/11/2022
08:43
Profits upgrade disguised as a trading update. Nice & not fooled me.I have access to knowledge of Player Research testing levels and they are super busy esp with VR type stuff right now. Added again at open
the white house
21/11/2022
07:26
Another excellent trading update
terry topper
21/11/2022
07:26
update ahead
ali47fish
21/9/2022
06:24
lovely acquisition
ali47fish
03/8/2022
10:13
Add LTG to those. I take your point, though, about ‘noisy’ bbs.
aimingupward2
03/8/2022
10:03
Indeed but a quiet BB is invariably a good sign,a noisy board is often one under stress with a falling share price.KWS is a lock away in my book along with Croda,AZN,Volex,Dechra,Indivior,SDI etc,companies that have shown that they can handle the current deteriorating economic environment.
steeplejack
03/8/2022
09:51
What surprises me is, not that the company continues to progress strongly but that, as one of the better growth performers, it doesn’t attract more frequent attention both on this bb and in terms of shareholding.
aimingupward2
03/8/2022
09:21
First class performance." Whilst we are mindful of a more uncertain macro-economic environment and some volatility in the scheduling of certain projects we continue to see strong demand for our services. Given this and the Group's strong performance in H1, we are confident of delivering a performance comfortably ahead of current market expectations for the full year, albeit with organic growth rates moderating and margins moving to historic levels of 15% as we invest in the business, transition our people and work from Russia, and as more costs return with the easing of COVID restrictions."
steeplejack
03/8/2022
07:48
Really very encouraging. Excellent. We can look forward to the interim results, on 21st September, with confidence.
aimingupward2
03/8/2022
06:32
updte sounds good
ali47fish
15/6/2022
11:48
god knows- and white house why do you add- capital market days was very good i thought
ali47fish
15/6/2022
10:41
Why the big drop today???
niklol
14/6/2022
10:03
Added 2310
the white house
08/6/2022
08:51
Yes, it’s encouraging to see that. It’s been a bit of a while since the last acquisition, so nice to have this company added to the Keywords Studio.
aimingupward2
08/6/2022
06:29
new aquisition good
ali47fish
12/5/2022
08:39
Chairman buys at £21-83.
steeplejack
11/5/2022
11:11
Back on board 21 OverdoneBigger by the year Long term take out 30 +
the white house
10/5/2022
15:19
liontrust adds again
ali47fish
04/5/2022
09:08
This could serious impact the margins if it is extended to other parts of the business. The employees seem to be calling out EA for using keywords paying poor compensation.

hxxps://www.theverge.com/2022/4/29/23047488/bioware-keywords-studios-contractors-organizing-union-office-return

arborfieldinvestor
04/4/2022
09:57
Jefferies nudge their tp up to 3,260p - ‘Buy’.
aimingupward2
01/4/2022
13:31
thanks alpha for the comments- i don't follow hard and fast rules apart of course from having a higher proportion om my investments in the winners-kws has gone though difficult periods where aim vcts for intance have taken profits - it s more luck than anything else that i decided to keep my holding
ali47fish
01/4/2022
12:57
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.

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