Keywords Studios Share Discussion Threads

[jthomas10] 06/7/2018 09:12

Lol Scooper I need no reason to tamp this stock. If you look at any of the free web technical sites the others have mentioned on here, you can see for yourself. It’s a strong buy at the mo on the MA, RSI and MACD indicators. That is why you see the huge buying pressure this morning. 90% if today’s volume has been buys. The reason it had not moved up is likely to be a worked order to sell. I can’t think of another reason the mm’s are holding this without letting go.

[scooper72] 06/7/2018 09:04

When you say the technicals are strong I think you have to detail what you mean as otherwise it comes across as share ramping which KWS really doesn't need. I am trying to remind myself that this is not a cheap share but that if it does get sold off down to 1500 or something there is a strong and experienced enough management team with a good enough strategy to take this forward over the next 10 plus years. Just being watching Andrew Day on YouTube again from the April report meeting- v solid and measured, despite how exciting the opportunities ahead are.

[jthomas10] 06/7/2018 08:50

Some terrific buying this opportunity as the the technicals are now strong again. Looks like a big sell order has been worked and hence why this hasn’t moved up. But I reckon it will imminently!

[scooper72] 05/7/2018 20:12

Thanks Panic. I'm sometime a bit obtuse. I can't quite get what their banter is trying to articulate.

[panic investor] 05/7/2018 20:00

Scooper read the previous few posts you might get his post then :-)

[scooper72] 05/7/2018 17:55

And then basically end up where it started at the start of the day - so possibly low to mid 1700s is a bit of a base for now.

[mad foetus] 05/7/2018 15:53

KWS can move up and down very quickly, can't it!

[christh] 05/7/2018 15:50

yes, and daytime again and a new day with different opinions, views and news.
so do not panic! Invest and keep the faith!

A words of a wise man" DO NOT PANIC"

[jthomas10] 05/7/2018 15:18

Typical AIM punters, a good RNS comes out and yet they drop this because of peope being unable to read the news properly. The techs have just gone tipsy turvy, we’ll probably go down to 1660 before a bounce back up again. Frustrating but it is what it is!

[panic investor] 05/7/2018 15:04

It's currently daytime in England - nighttime may follow

[christh] 05/7/2018 14:54

Dow up 172 and going higher, will ftse follow?

yes, it will, and lift many stocks up including Aim stocks

[scooper72] 05/7/2018 13:49

Any helpful technical thoughts bamboo on whether 1700 will be the support for this to bounce off?

[christh] 05/7/2018 11:10

mr Euro,

NUMIS,BERENGER,PEEL HUNT and many others know the strategy,the potential,the company strength and they set target prices around £21+ as they see the growth (organic and by aquisition) going from strength to strength.
The move to London is right and more central to Business rather than the out of the way Dublin.

So wait for more news to come and the share price to be adjusted as the company is re-rated.

£19 for short term and £22 or higher by Xmas.

[scooper72] 05/7/2018 09:49

Euro, some fair points and GDPR does sound a bit boring- but maybe that is something businesses will need to be careful of. I know our little office where I work has to be more aware of it. But for me the important point is this is going to be not more than 5 percent of spending and possibly shows that they are so Clear about the pathway for their core business they feel confident as a bunch of effectively tech executives to start building the next level of their 'amazon' - hopefully in a prudent manner. So far I don't know if any particular cases where they have made mistakes in their acquisitions so they certainly have a good track record.

[jthomas10] 05/7/2018 09:28

Euro! (Mr)

What a load of tosh! Going by your posting history, you've always complained about the valuation here against your other investments - no wonder you're deramping the hell out of this share and appear on this chat board when there is news or a red day!

Your analysis is amateur at best. You have no idea why they invested 45% or what the company does to go banging on about their investment. They've made excellent additions that has enable them to serve 23 of the top 25 gaming companies.

Their strategy of investing only 5% in such small ventures is well thought of the chaps on the firm no much more than your pitiful attempt at a deramp.

So get moving and not just me, but safe to say many don't really care at your absolute tosh of an analysis with no substance!

[mr euro] 05/7/2018 09:24

I love the KWS story, been in and out for a long time. They are at a sky high rating, and probably justified.

However let's look at this deal (dont have time to write all my notes up);

- £300k for 45%?
- I get the strategy; seed, develop and expand to existing customers (selling to existing customers is 10 times easier than new clients. great stuff)
- What type of company sells out for this valuation? Perhaps one in trouble? Who knows
- Any firm involved in GDPR reminds me of other failure firms like RDT (complete bag of spanners and a firm I know very well)
- This type of speculative approach doesn't warrant a sky high rating unless it's deserved
- May be going down a rabbit hole, who knows...
- Point is it's more risk, more uncertainty, and we don't like

Anyway perhaps this is the deal of the century and KWS have pulled of a master stroke? Great if they do but needs to be proven. Why not buy the complete firm? Too many questions...

And JThomas. Take it or leave it, I don't care.

[jthomas10] 05/7/2018 09:21

Chaps, you just have to read mr.eurpo's posting history to see his agenda. Ignore the time wasters!

[gokarna97] 05/7/2018 09:18

I agree, this is a great step forward. Pulling through innovation from start-ups to help them scale-up and ultimately join the KWS family is exactly what KWS need to do to grow their leadership position. Anyhow, KWS are only investing a max of 5% of their M&A budget in thus venture .... very canny IMHO.

[christh] 05/7/2018 09:08

Mr Euro
KWS is becoming a giant in its field.
But also well run, strong growth.

Look at the balance sheet/report.
They know what they are doing.

Date.........Broker......Recommendation...New target price ...Notes
05 Jul 18...Peel Hunt.......Add..............1900.00.........Reiterates
11 Jun 18...Numis...........Buy .............2180.00.........Reiterates

[jthomas10] 05/7/2018 09:06

Diversification? Care to reason?

This is part of their fundamental strategy of buying smaller companies and this is purely a strategic step to look out for such firms.

Whilst the market this morning seems to agree with you, I fully expect the market to come to its senses and re-rate accordingly.

[mr euro] 05/7/2018 08:57

Market wont like this diversification for a bunch of reasons. May pay off in the long term. On verra....

[jthomas10] 05/7/2018 08:29

It certainly is a well thought out venture and is an excellent addition given their strategy.

I was wondering about the significance of the ENS last week regarding the change of registered office from Dublin to London, this now makes sense.

The market hasn't seemed to grasp the strategy of the RNS today just yet but will catch-up soon enough. The sort of news that could help us break the stubborn barrier at present.

[rivaldo] 05/7/2018 07:24

This is an exciting new venture - KWS pick up large stakes in early stage companies for peanuts (45% for £300k!) and use their business and customer base to commercialise the Newcos.

A great idea which will pay off in spades if just one or two make it through, let alone the much higher percentage which should succeed given the fast track they're getting via KWS.

Innovative stuff indeed.

[panic investor] 05/7/2018 07:13

https://www.appsectest.com

[panic investor] 05/7/2018 07:11

Interesting stuff indeed !