Keywords Studios Share Discussion Threads

[steeplejack] 03/8/2022 11:03

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.

[aimingupward2] 03/8/2022 10:51

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.

[steeplejack] 03/8/2022 10:21

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."

[aimingupward2] 03/8/2022 08:48

Really very encouraging. Excellent. We can look forward to the interim results, on 21st September, with confidence.

[ali47fish] 03/8/2022 07:32

updte sounds good

[ali47fish] 15/6/2022 12:48

god knows- and white house why do you add- capital market days was very good i thought

[niklol] 15/6/2022 11:41

Why the big drop today???

[the white house] 14/6/2022 11:03

Added 2310

[aimingupward2] 08/6/2022 09:51

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.

[ali47fish] 08/6/2022 07:29

new aquisition good

[steeplejack] 12/5/2022 09:39

Chairman buys at £21-83.

[the white house] 11/5/2022 12:11

Back on board 21 OverdoneBigger by the year Long term take out 30 +

[ali47fish] 10/5/2022 16:19

liontrust adds again

[arborfieldinvestor] 04/5/2022 10:08

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

[aimingupward2] 04/4/2022 10:57

Jefferies nudge their tp up to 3,260p - ‘Buy’.

[ali47fish] 01/4/2022 14:31

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

[alphabeta4] 01/4/2022 13:57

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.

[ali47fish] 31/3/2022 18:37

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

[alphabeta4] 31/3/2022 16:44

Chunky £4.5m buy at the close - interesting.

[the white house] 31/3/2022 08:03

Strong BUY lead article in Tempus column in the Times this morning

[aimingupward2] 30/3/2022 09:34

Yes, fully agree. Plenty to go for here.

[the white house] 30/3/2022 08:07

Great numbers and strong outlookBecoming hard to ignore by the any World industry players given it's ever increasing size and agility in snaffling of many smaller boutique outfits

[the white house] 09/3/2022 13:53

Back in just under a score @ Sept Flexible workforce in dozens of locations ideal for issues in one or twoOne way or buyout

[arborfieldinvestor] 04/3/2022 10:43

Anyone know what is happening to KWS Russian studios in Moscow and St. Petersburg? The share seems to have fallen recently so wondering if these are worth a punt or whether the Russian studios will cause them issues?

[km18] 21/2/2022 18:41

...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