Keywords Studios Share Discussion Threads

[aimingupward2] 02/1/2022 21:12

Can’t access this unfortunately, jambam. What’s the main message please?

[jambam] 02/1/2022 19:09

hxxps://www.thetimes.co.uk/article/ten-share-tips-youve-probably-never-heard-of-mv7fmlzbk

[the white house] 23/12/2021 12:32

Indeed, decent sized both of them. Significant spread of talent around the World continually being established Neddy just dived in for 70 bags worth. Never a bad sign.

[ali47fish] 21/12/2021 07:28

2 great acquisitions

[aimingupward2] 20/12/2021 17:42

“As a result, the Board now expects that full year revenue for 2021 will be at least EUR505m (+35% year-on-year growth) and adjusted profit before tax(1) in excess of EUR85m (+55% year-on-year growth) both ahead of current analysts' consensus forecasts(2)”.

[the white house] 20/12/2021 08:25

Revenue AND profit both ahead of expectations. Booming industry, nice work

[ali47fish] 20/12/2021 07:28

update ahead of expectations

[joshgroeny] 14/12/2021 15:11

This is looking very oversold now.

[bulltradept] 24/11/2021 10:16

Falling now.

[steeplejack] 18/11/2021 11:07

Nvidia is beating expectations on the back of booming videogaming sales.Bodes well.

[aimingupward2] 16/9/2021 11:55

Barclays raise their target price to 3,550p (from 3,200p) and Jefferies raise their's to 3,700p (from 3,450p) following the interims yesterday. Recommendations are 'overweight' and 'buy' respectively.

[steeplejack] 15/9/2021 09:08

"Looking forward, we expect the strong demand to continue, giving us confidence in delivering a full year performance in line with recently increased market expectations, and our financial strength leaves us well placed to continue to complement organic growth with value-accretive acquisitions."

[robertball] 15/9/2021 07:53

Let's see how sector reacted. Tinybuild rpeoting too and sumo was yesterday

[ali47fish] 15/9/2021 07:31

superb results- see res

[the white house] 02/9/2021 09:40

Rolling ontenbob on the warpath

[davr0s] 31/8/2021 19:48

Looks like another

[davr0s] 23/8/2021 20:05

New high intraday high today

[ali47fish] 12/8/2021 07:58

new acquisition

[aimingupward2] 05/8/2021 10:49

Barclays raise their target price to 3200p - and recommend ‘overweight217;.

[srichardson8] 04/8/2021 12:19

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.

[alphabeta4] 04/8/2021 09:03

Great update, by my calcs there is no way this is just 'at least in line with exp'. €40m adjusted op profit x2 compares to Edison €72.9m for the full year and ignores the H1 acquisitions and assumes organic revenue goes from a 23% annual rate H1 to zero(!)
If Market Screener are right rev is forecast at €486m for the year. By my calculations just with the acquisitions being in for a full H2 that adds €12m putting them on for €488m on zero H2 organic growth.
Expecting some chunky upgrades.

[the white house] 23/7/2021 16:19

Netflix are inc video gaming as part of their subscription and moving into creation. Chinese are buying up companies in this fieldOne way bet

[aimingupward2] 22/7/2021 09:53

What have I missed? What are Netflix doing, white house?

EDIT, 14.35pm. Particularly strong run up today, so far anyway.

[the white house] 15/7/2021 14:52

Netflix throwing their hat into the ring...