Keywords Studios Share Discussion Threads

[scooper72] 21/6/2018 16:45

Quite. The gaming market would have to go into serious over drive for those sorts of numbers.

[scooper72] 21/6/2018 16:32

Let's see where we are after the auction....

[villarich] 21/6/2018 16:31

Yeah only today mate. We'll be back above £18 sooner rather than later. Can't see us hitting £180 a share any time soon though ;-)

[scooper72] 21/6/2018 16:15

Villarich interested to know why you think we will be lucky to break above 18. Were u talking about today?

[bigbigdave] 21/6/2018 15:57

KWS just doing its thing, usually seems to bounce back rapidly after such a drop.

[scooper72] 21/6/2018 15:51

Almost 5 percent down today. I think I made the wrong decision to buy some extra for a little trade today.

[villarich] 21/6/2018 15:40

Ok so first up, as soon as you predicted it would break £19, the price had dropped nearly 100p. We'll be lucky to break back over £18.Second, you claim this is a 10 bagger? Do you understand what that meant. It means the share price would be at £180 a share giving us a market cap of over £11 billion!!! Are you serious??

[christh] 21/6/2018 11:54

it will break through £19 and then to £20.
It has a good market,good and strong following creating an exceedingly healthy revenue.

I am really happy with the strategy of growing organically and by aquisition .
A 10 bagger investment.

[scooper72] 19/6/2018 15:10

Not ready to stay closer to the 900p it seems. Oh well. This is one that can just wait for the right time. Fortnite has just created a whole new generation of v young gamers. Even my 8 yr old is playing with their older siblings.

[aimingupward2] 17/6/2018 23:09

You’re welcome!

Actually, I now realise, I’d read your initial post too casually and was thinking you had referred to 0.98 Euro cents, whereas you were 100 times bigger at 0.98 Euros! That would very clearly have been wrong. As things stand the dividend is pretty meagre. Given the ‘progressive dividend policy’, you’d have thought they would at least have rounded it up to a full penny! More generous in future perhaps.

[scooper72] 17/6/2018 21:20

What I meant was it seemed like a lot and so assumed it was wrong - but thanks for clarifying, 0.98 pence makes much more sense in terms of what I remember getting on previous occasions.

[aimingupward2] 17/6/2018 19:52

Why, scooper72, do think that 0.98 euros per share is ‘obviously rubbish’ - although it is wrong, it seems.

The final results, published on 9th April, say a final dividend of 0.98 pence - not euro cents, even though all the rest of the financials are in euros. It says it in three different places, so is very probably correct. It’s due to be paid this coming Friday, so you’ll soon see.

However, if you just meant that it’s a fairly derisory amount, then I suppose you’d still call it ‘rubbish’;.

[scooper72] 17/6/2018 18:59

Does anyone know how many euros per share we will be getting for the div later this month? My HL info says .98 euros per share. But that is obviously rubbish.

[aimingupward2] 12/6/2018 10:41

Moving now into ‘all time high’ ground. Very encouraging!

[pyglet] 11/6/2018 10:23

Still about 20% upside here. I'm sure the next acquisition won't be too far behind. Prolific!

[rivaldo] 11/6/2018 10:13

Numis retain their 2180p target and increase forecasts by 1.6%:



"Numis, which rates the stock at 'buy', said the acquisition of Blindlight gives the wider Keywords business much better ability to access Hollywood talent to help its customers in their production of games and game-related materials. The brokerage added 1.6% to its 2019 earnings per share forecasts and said its unchanged 2,180p price target is based on a scenario analysis for organic growth and acquisitions out to 2022."

[rivaldo] 11/6/2018 08:50

Looks a very good acquisition once again - a maximum $10m being paid for an average of $1m EBITDA per annum from a company KWS already know very well.

And sensible allocation of the purchase price between upfront cash, large deferred consideration based on earn-outs and some locked-in shares.

Plus potential cross-selling and synergy opportunities for growth in the USA and "around the world (including Bethesda, NCSoft, Sony Interactive Entertainment, and Ubisoft)".

[christh] 11/6/2018 07:26

Another aquisition, higher turnover, more profits.
Aquisition of Blindlight for $10m

[pyglet] 08/6/2018 18:25

That 13840 sell at 16:35 was the cause of the fall today.

[scooper72] 08/6/2018 16:37

Good to see it holding above 1800p.

[pyglet] 08/6/2018 16:09

Very volatile lately

[scooper72] 05/6/2018 16:49

Be interesting to see what the coming days and weeks bring. Investors seemed to have reacted positively to their debt arrangements. I think even if it dips back to the 1680p zone we will all do OK whether we are coming in or out or just holding. Favourite comment of the day for me was the one about this making blue chip ftse 100 status in 5yrs. Not sure how that was calculated though....

[villarich] 05/6/2018 15:43

Also sold my trading shares. Keeping core holding though

[bamboo2] 05/6/2018 15:07

Also sold this afternoon. Will hope to get back in soon.