Keywords Studios Share Discussion Threads

[bamboo2] 18/4/2017 12:57

For latecomers, adders and traders...

50% retrace of recent move at 692

Recent hist support zone 695-720

Next potential turn indicated 20/21 April

[panic investor] 18/4/2017 12:44

Added at 736

[lampran] 13/4/2017 12:22

interesting piece by Research Tree CEO he wrote yday... KWS is this week's Focus Stock

"The Focus Stock this week is Keyword Studios, a high growth company that is both incredibly acquisitive and enjoying robust organic growth. KWS is a quality operator with a strong Balance Sheet that could comfortably carry more debt. Management has a clear strategic direction and operates in a fragmented market.

The shares trade at a premium after a 300% rise over the last 15 months, and as with any growth company, it’s hard to know whether today’s price has got ahead of itself, or that, looking back in a few years time, today’s level will have been a bargain.

Below I briefly outline what the business does, the nature of the market it operates in, and the level of competition it faces. I also run through a valuation exercise to demonstrate what growth the shares are currently pricing in and how acquisitions might affect this."

You can see the full thing here, it's ungated. Warning, it's bloody long but worth reading

[panic investor] 13/4/2017 08:41

Already priced in by the looks of it

[bestace] 12/4/2017 18:00

Tomorrow marks the first anniversary of the Synthesis acquisition, which means 1.2m new shares are scheduled to be issued as part of the deferred consideration. Not sure exactly how many shares are currently in issue, but I think it's around 2% dilution.

[whymps2] 12/4/2017 09:32

Thanks Rivaldo.

[rivaldo] 12/4/2017 09:24

Institutional (AT trade) buying at 800p now.

[melody9999] 11/4/2017 18:58

I did buy in at 575p on the last dip and sold out today at 780p. Seemed too good an opportunity to bank some profits - nothing goes up in a striaght line though I may be leaving some for others. GLA holders and I will be looking to re-enter at some point.

[discodave4] 11/4/2017 13:32

Wish now I'd bought under £6....oh well.

[panic investor] 11/4/2017 12:19

And as they said in the presentation you really have to goof up to lose a contract in this sticky business

[rivaldo] 11/4/2017 12:15

I suspect the re-rating is being driven by not only the superb performance of and potential in the core business, but also these two extracts from the prelims which give a glimpse of what's possible as KWS develops in terms of sector expansion:

"Looking longer term, we maintain a watching brief on the medium to long term potential for the Group in closely adjacent markets such as e-learning, film and television, and other content rich sectors where our expertise in the most interactive form of content, video games, is highly relevant and transferable"

"In addition, Keywords' recent early steps to take a more influential position in technology and player experience consulting through the acquisition of Player Research, provides the Group with the opportunity to become ever more embedded in how the world of electronic gaming evolves. This is, genuinely, an exciting development."

[bigbigdave] 11/4/2017 09:49

Looks like a re-rating going on. Was expecting a little consolidation but not complaining :o)

[rivaldo] 11/4/2017 09:41

Great rise again - and on very healthy volumes too, with almost £1m of shares traded already today.

[cfro] 10/4/2017 17:57

Octopus reaching out their tentacles. :-)

[bigbigdave] 10/4/2017 16:39

More new highs, which is nice :o)

[rivaldo] 10/4/2017 08:38

RNS - Octopus continue to buy. They had 1.77m shares in their last RNS (in January), so they've bought another 460,000 as they now have 2.23m, or 4.1%:

[glaws2] 09/4/2017 07:07

They seem to have got their maths wrong - an increase from 96.6 to 116.7 is a 20% increase not 3%. The reduction from this year's 24% organic revenue growth seems reasonable considering Synthesis had an exceptional year and CEO noted it was unlikely to be repeated.

[alphabeta4] 07/4/2017 22:11

Edison's organic growth forecasts are laughable. Who are these clowns? It's pretty obvious there's substantial cross selling / upselling going on, 24% organic to 3%?!

[glaws2] 07/4/2017 16:44

New Edison Note out

[the tent] 06/4/2017 20:13

I have found this to be an incredible company.
Almost to good to be true.
The question is though - who are the main listed competitor companies for KWS? And are they growing as fast?

[blueeyes13] 06/4/2017 13:39

I concur on the results video and thank you for posting the link here. Excellent to watch and very informative even though I know their business and industry well.All being well, there should hopefully be a long runway for growth over the next few years. More exciting times ahead in a growing industry!

[cfro] 06/4/2017 13:09

Nice turnaround today. New highs again.

[whymps2] 06/4/2017 12:35

Just watched the video posted by bbd. As Saucepan says, what a company and what an opportunity.

[saucepan] 05/4/2017 12:43

bbd: that really is a terrific video presentation. What a business sector; what a niche within it; and what a Company!

Andrew Day: so impressive, as always.

[rivaldo] 05/4/2017 10:59

Great to see Numis' new 820p target - cheers bbd.

Interview with the CEO - a "fabulous" year, a good start to 2017 and more acquisitions likely. Plus mention of augmented reality (much more likely to take off imo than virtual reality), e-learning etc.....

Http ://www.proactiveinvestors.co.uk/companies/stocktube/7225/-it-s-been-yet-another-fabulous-year-for-us-says-keywords-chief-andrew-day-7225.html?utm_source=Sign-Up.to&utm_medium=email&utm_campaign=7163-364097-Daily+newsletter+-+04%2F04%2F2017