Keywords Studios Share Discussion Threads

[soupdragon55] 02/2/2016 15:06

Buyers paying 240p now. Looking promising.

[nurdin] 02/2/2016 11:22

Interesting read

[interceptor2] 02/2/2016 09:54

Thanks for the links saucepan and 2 breakout.

That is a healthy increase in estimates from Edison, which is 33% higher for 2015 and 20% for 2016, still looking out for the Finncap estimates.

Only 8000 transaction so far and the share price is 3.5% higher, imagine the affect once the story is more widely known amongst the investor community.

[saucepan] 02/2/2016 00:24

As expected - another excellent Andrew Day interview:

www.proactiveinvestors.co.uk/companies/stocktube/4601/-business-as-usual-says-keywords-studios-boss-with-an-eye-on-china-4601.html

[cfro] 01/2/2016 18:15

I make that just about an all time high? Good volume too.

[interceptor2] 01/2/2016 16:37

I also bought in here today on the back of a very strong trading update. Bought some this morning and tried to top up again later in the day after finishing my research, it wasn't at all easy to buy stock, which bodes well for tomorrow I believe,

Pleased to see many familiar names here :o)

[rivaldo] 01/2/2016 13:42

Not yet nurdin - hopefully tomorrow.

[nurdin] 01/2/2016 12:30

Do you have their new forecasts Rivaldo?

[rivaldo] 01/2/2016 12:27

Numis increased their target price today to 275p from 250p.

[bamboo2] 01/2/2016 11:51

Chart looking good. Would be very positive to see the eod close into blue sky.

[saucepan] 01/2/2016 11:47

KWS reminds me of an early JDG, but in an even more compelling sector. I am very impressed with Andrew Day, too, whenever I have heard him speak.

I suspect Proactive Investors may grab a further interview today. I am looking out for it, just in case.

They have already posted this:

www.proactiveinvestors.co.uk/companies/news/121972/keywords-studios-beats-forecasts-as-games-remain-buoyant-121972.html

[rivaldo] 01/2/2016 11:45

Great news (and a nice quiet bb too!). This seems to me the type of company which should steadily continue to grow and grow in an ever-expanding industry, with both organic and acquisition-led growth in a fragmented global market.

[lanzarote666] 01/2/2016 11:25

Another breakout coming - would not be surprised if this gets some good press coverage by the weekend as it is still off of most people's radar.

Successful integration of previous aquisitions bodes well, and more to come in the very near term by the sound of things.

Looks like a £150m market cap In the making. NAI.

Numis has a buy rating and 275p target.

8-)

[cfro] 01/2/2016 10:02

Yes indeed, a fabulous update here which was more than enough to entice me to open a brand new position this morning.

I like the fact that they also say that this financial year has started strongly and is likely to be another very busy year for them.

Plus on top of that we also have some acquisitions on their way.

[nfs] 01/2/2016 09:51

Terrific update

[nurdin] 01/2/2016 09:38

Seems to me the business is gaining real traction now judging by the CEOs comment

"The Group continues to deliver a strong performance as it grows market share and wins new clients. 2015 was a year in which the console game production and publishing cycle flourished and, whilst it remains early in the year, 2016 is showing signs of being another good year for the Group, with some early business wins and increasing levels of cross selling emerging from our global sales force.

[saucepan] 01/2/2016 09:12

Agreed, nurdin. This stock still seems largely off the radar. It is currently my largest holding.

[nurdin] 01/2/2016 08:41

A great trading update...comfortably ahead of expectations.Very quiet here?

[saucepan] 11/1/2016 08:33

News on the planned acquisitions with the placing funds imminent? I note there was an acquisition announcement and trading update in early January last year.

Some buying interest today, too.

[saucepan] 13/12/2015 22:14

A very insightful article, MG1982; thanks for sharing - and yes it augurs extremely well for the future of KWS.

Thanks rivaldo, too, for the storminvestor.com link.

[mg1982] 13/12/2015 21:28

Indirectly very relevant to KWS - in short we are in a clear bull period for the gaming sector:

www.moneyweek.com/gaming-you-cant-ignore-this-massive-growth-business/

[rivaldo] 10/12/2015 09:48

Numis have a 250p target here, and Finncap go for 245p:

[saucepan] 10/12/2015 08:29

Thanks rivaldo. Hopefully, there should soon be a stream of good news to drive the share price onwards as placing funds are used to secure the targeted acquisitions. Exciting times.