Keywords Studios Share Discussion Threads

[aimingupward2] 12/10/2020 11:44

Well, for a start, Baybrook, there’s no certainty that the target will be reached within a reasonable period of time. The forecast is still only someone’s opinion, even if an ‘educated̵7; one. People who have been holders for a longish while may be satisfied with the profits they’ve got, and see more enduring/exciting opportunities elsewhere. We all have to make our own assessments and judgements. The action, or inaction, that results is bound to be influenced, too, to our particular needs and circumstances.

[aoiaoi] 12/10/2020 11:38

Yes, they will be back though!

[baybrook1] 12/10/2020 10:29

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

[aimingupward2] 21/9/2020 14:52

Now Berenberg join in with a tp of 2510p. So a consensus of just over 2500p.

Share price still managed to move up today when the FTSE was down nearly 3.4% ! Not many shares will have done that.

[aimingupward2] 18/9/2020 10:52

Jefferies raises it’s tp to 2555 p, whilst Liberum raise to 2450 p, both with a ‘BUY’ recommendation. So both are expecting the share price to move clearly into new ath territory. With more acquisitions to come, no doubt they’ll raise again in due course.

[phg87] 17/9/2020 09:57

Good results, strong growth and lots of cash for more acquisitions

Down day likely due to sell off or broker movement and profit taking, Hopefully (though never guaranteed) will take out 2500 soon

[togglebrush] 17/9/2020 07:18

Synopsis of Interims
'
Robust H1 revenue growth (+13.3% to EUR173.5m )
-- 8.0% Organic Revenue growth (H1 2019: 17.3%)
-- Strong demand for most of our services throughout the period,
-- Increase in Adjusted EBITDA of 19.3% to EUR30.8m, r a 0.9% pts increase in margin
-- Increase in Adjusted Free Cash Flow of EUR5.4m to EUR10.9m (H1 2019: EUR5.5m)
-- Improvement in adjusted cash flow conversion rate to 50.2
-- Robust balance sheet with net cash of EUR101.0m (H1 2019: net debt EUR9.0m),
-- EUR100m of further funds available from undrawn committed facilities
'
Delivering on our acquisition strategy
-- Completed the acquisition of Coconut Lizard in June,
-- Maverick Media, acquired in August,
-- Announced separately today the acquisition of Heavy Iron,
'
Current trading,
-- Trading in the second half has started continued growth across all service lines,
-- remains committed to resuming its progressive dividend policy in 2021

[aimingupward2] 07/8/2020 15:41

Very strong again today. I’m wondering whether it’s the prospects of value enhancing acquisitions that is responsible or could it just be that KWS is in someone else’s sights as a takeover target?

[aimingupward2] 05/8/2020 15:23

It didn't look, to me, like a breakout a month ago, but it really does now. If the share price can convincingly pass the all time high, reached a couple of years ago, and supporting acquisitions come along, then it's 'open skies' ahead.

It may falter a bit before that, of course,but not by much I suspect. The video games market is doing very nicely in this period of Covid-restricted life.

Final uncrossing trade was at 2,094p.

[alphabeta4] 04/8/2020 08:59

Any revised broker targets? Looks a beat to me.

[steeplejack] 04/8/2020 08:49

"Demand for video games content has accelerated during the pandemic which has positively expanded the addressable market for our clients. We expect to see continued strong demand for our services given the industry's structural growth drivers, the continuing trend towards outsourcing, the launch of next generation games consoles later in 2020 and the further development of new streaming platforms."

[technofiend] 06/7/2020 17:27

Looks like a breakout

[paleales] 26/6/2020 21:51

Small-cap spotlight
Keywords Studios, the video gaming services company involved in Call of Duty: Black Ops 4 and Assassin's Creed Odyssey, has struck its first deal since raising £100 million in a share placing last month.

[aimingupward2] 26/6/2020 17:53

I missed it until you drew attention to it, ali47. Small, but a welcome addition. What is as interesting is the reiteration of the £100m of available funds for further purchases and that “We expect to complete further acquisitions over the months ahead from the strong and attractive pipeline of opportunities that we are currently reviewing."

[ali47fish] 26/6/2020 07:51

nobody commenting about the aquisition

[aimingupward2] 11/6/2020 11:52

mathurin1,

Unless their is some significant development or news to comment on, and there probably won't be until the next acquisition comes along, or someone has some particular insight to share, there is little point in posting. I would rather have a quiet board than one cluttered with irrelevant comments.

[scooper72] 11/6/2020 11:41

Probably depends on how big your stake is. I tend to always hold a few of these and sometimes take profits and then buy back in with a larger holding

[mathurin1] 11/6/2020 11:32

Can anyone explain why this forum is so dead ?

[mathurin1] 11/6/2020 11:32

Can anyone explain why this forum is so dead ?

[mathurin1] 18/5/2020 16:44

Best to pray for guidance - pray for a non- material solution.

[ali47fish] 18/5/2020 16:17

i can't make up mymind if i should take profits