Keywords Studios Share Discussion Threads

[scepticalinvestor] 12/9/2023 08:27

Well i added at 1384Expect it to close at neutral or above today imo

[arborfieldinvestor] 12/9/2023 08:06

The results look OK but for a high growth company with, still a high PE would expect a continued fall in share price, possibly retesting £10 a share. Profit barely changed. I had freed up money to buy but have put that on hold for now but will look to buy at some point. I think they are a good long term investments.

[scepticalinvestor] 12/9/2023 07:26

Nothing unexpected i cam see

[scepticalinvestor] 11/9/2023 18:42

Any known reason?

[niklol] 11/9/2023 18:15

Just a bit!

[scepticalinvestor] 11/9/2023 16:34

Bit of a crash today

[r2oo] 08/9/2023 20:12

May wait for results first..

[r2oo] 08/9/2023 20:11

Would like to buy into this but still a high pe!

[scepticalinvestor] 08/9/2023 13:56

Month high

[niklol] 07/9/2023 19:34

Expected Tuesday according to their calender

[scepticalinvestor] 07/9/2023 15:39

Results next week perhaps

[niklol] 07/9/2023 13:24

Any particular reason???

[scepticalinvestor] 07/9/2023 12:56

Looking good

[disc0dave45] 10/8/2023 18:00

Not a massive vote of confidence IMO, what's his remuneration, £800k plus freebie shares and he buys £50k, token gesture IMO but not exactly backing the lorry up is he.

[ali47fish] 02/8/2023 08:55

i might have misread it- thanks

[bulltradept] 02/8/2023 08:22

A pittance? 50k in shares?

[ali47fish] 01/8/2023 18:16

why is the ceo adding such a pittance to his holding- rns

[aoiaoi] 01/8/2023 17:39

Totally agree with the last post !
Very well argued and 100% right !

[luweiluwei] 01/8/2023 16:42

AI will allow companies to do the same amount of work with fewer people since AI will generate content which people will have to finish and put final touches to.

In a sector with a big shortage of talent, that means a company can take on more work, on the condition they're able to get a grip on AI tools.

So this favours companies that already have talented people to figure out these AI tools and processes and good practices to work with them.
It also favours companies that can build their own AI tools for specialised work.

These companies will be able to do work cheaper, because they'll be able to produce more/hour and more/employee.
This means they'll be able to take market share.

Keywords studios is a company like this.

AI is in their favour as it tackles the bottleneck of shortages of talent.
IP owners can theoretically also developed AI tools, but it wouldn't change the current trends in the sector that results from the problems of this sector: have to hire a lot for development, and than fire a lot after development.
Outsourcing is a way to reduce costs and a troublesome hire/fire cycle.

Keywords plays into this and allow IP owners to keep their cost structure cleaner, more flexible.

[bulltradept] 01/8/2023 12:18

Erm less people means more revenue, surely.

[stevenlondon3] 01/8/2023 11:54

Isn't the danger that KWS technicians can use AI so a project can be done with less people, therefore less revenue.

[haroldthegreat] 01/8/2023 10:06

Are companies going to use someone with a proven faultless track record or a new cheaper supplier that might not produce a reliable product .

[jdh1602] 01/8/2023 09:12

Even with all the positive sounding mentions of AI. I guess that only works in the US! KWS is just to expensive still to overcome the perceived AI threat...

[bulltradept] 01/8/2023 08:58

Market not happy today.