Keywords Studios Share Discussion Threads

[scepticalinvestor] 18/4/2024 10:57

Will just have to keep adding and wait this outMade some small purchases today

[scepticalinvestor] 17/4/2024 11:59

It was hitting 1800 only a month ago

[scepticalinvestor] 17/4/2024 11:52

Yes it is incredible how low the shorts have taken this. Very opportunistic, they know there is no update until at least mid May.

[aishah] 17/4/2024 09:54

Taken a position here. Last director buy was in Feb 3,400 @ 1,631.00p. Results were ok too but price has fallen off since. AI threat is greatly exaggerated.

Fund manager Chris Mcvey of Octopus gives his views here (21:55 mins in)


Brendan Gulston discusses KWS here (31:00 mins)

[bulltradept] 15/4/2024 19:53

Low rejected today.

[scepticalinvestor] 15/4/2024 16:29

Crikey, shorts are throwing everything at this. Does mean substantial buying opp (if not batten down the hatches time!!!)

[bulltradept] 14/4/2024 11:23

Broken the £12 level be interesting to see if it will be rejected..

[bulltradept] 08/4/2024 13:12

I'm not disagreeing.

[scepticalinvestor] 08/4/2024 13:03

Haha this is just one of those companies that you just know in your bones is hugely undervalued.

[bulltradept] 08/4/2024 10:44

lol!

Is that your third call now SI? ;-)

[scepticalinvestor] 08/4/2024 09:37

Looks like the worm has turned

[bulltradept] 05/4/2024 17:43

Yes SI, you too sir and everyone else.

[74tom] 05/4/2024 15:58

"From the middle of last year to now the notifiable short positions have dropped significantly, although there have been a couple of up ticks recently."

This is just the nonsense of UK short reporting regulations though.

On NASDAQ you get twice monthly CUMULATIVE short disclosures, on the TSX & ASX it's daily. On LSE, it's literally a free for all for shorters, with the ability to operate below the 0.5% threshold and not impact disclosed statistics.

Those exchanges also show data for % of shares sold short in a trading session etc, so moves can be understood.

If we knew that CUMULATIVE short interest in KWS today vs last year then we could judge just how much exposure short sellers have here.

IMO the goldman sachs short sell bucket would have attracted lots of smaller shorts which have just as much impact as a few hedge funds going over the 0.5% threshold.

This lack of regulation & the general wild west nature of AIM / LSE needs to be corrected ASAP, the UK exchanges are living in the dark ages & it's no wonder there are no IPO's.

[scepticalinvestor] 05/4/2024 15:38

Yep average is now just over 1200p. Lets see what next week bringsHave a great w/end

[bulltradept] 05/4/2024 14:46

SI, Did you have the buys from higher up as well?

Impressive that you are showing a heck of level of conviction.

[scepticalinvestor] 05/4/2024 14:17

Lol KWS now 78% of pf after buys at 1190, 1179 and 1161Krikey literrally have no more funds Good luck all longs

[scepticalinvestor] 05/4/2024 12:46

It will close above 1200 today imo

[scepticalinvestor] 05/4/2024 12:26

There is 3% short interest herePretty highBut good luck

[arborfieldinvestor] 05/4/2024 12:10

I'm not a fan of short selling (using an investors shares against their interest), but I am not sure that there is massive short selling going on here. From the middle of last year to now the notifiable short positions have dropped significantly, although there have been a couple of up ticks recently. The whole games industry is in a tough spot after over investment after the pandemic. Layoffs and games cancellations (seemingly most weeks) mean less business for outsourced companies. The share price is pretty stable and I don't expect a massive movement either way. It has hit my buy price but I have decided to invest at the moment in MTRO and 888 as they are fundamentally mis-valued due to historic issues. I may come back to KWS later.

[scepticalinvestor] 05/4/2024 11:52

Its only been a 10% drop from the mod month high of 1300

[scepticalinvestor] 05/4/2024 11:08

Its tiny volume too

[scepticalinvestor] 05/4/2024 10:59

I guess wider mkt sell offTime to batten down the hatches lol

[bulltradept] 05/4/2024 10:20

Wow! Just wow.

Fingers crossed for you.

As I don't indulge in fundamentals, I'm wondering why the drop? Is it a rerating because it's lumped in as a tech company?

Or is it being taken down as a wider market sell off?

[scepticalinvestor] 05/4/2024 08:06

Cldnt resist Sold a position to buy more at 1190Crikey insane drop

[bulltradept] 04/4/2024 19:52

FFS! Short selling is a natural, real and very important part of the markets. Go cry to someone else.