Keywords Studios Share Discussion Threads

[scooper72] 03/8/2018 08:10

I guess whether or not to upgrade expectations is always a tricky one. If the numbers are better than same time last year and acquisitions continue to be integrated as well as they have so far managed then that is enough for me.

[villarich] 03/8/2018 07:27

So what do we think? No upgrade in expectations but still exceptional numbers and sounds good for the rest of the year.

[rivaldo] 03/8/2018 07:27

Very impressive stuff - the growth rates for revenue and PBT are even greater than in last year's H1 update.

And the dollar has strengthened nicely against the pound since 30th June, which should benefit H2 profitability further, bolstering the CEO's strong H2 outlook.

With a number of acquisitions likely in the coming months there should be no shortage of news flow and forecast upgrades:

"we are actively reviewing a number of high quality acquisition opportunities, in line with our acquisition strategy. Significant headroom in our new €105m credit facility with Barclays Bank, Lloyds Bank and HSBC (announced on 5 June 2018), combined with continuing strong cash generation and the judicious use of Keywords shares to part-fund acquisitions where appropriate, leaves the Group well placed to complete further selective acquisitions this year. At 30 June 2017, the Group had no net debt."

[villarich] 03/8/2018 07:19

As if by magic!

[bigbigdave] 03/8/2018 07:05

Here we go.......

Group performed strongly during the first half, with preliminary unaudited revenues for the period expected to be up by 72% to €109.9m (H1 2017: €63.8m) and an anticipated 66% increase in adjusted PBT* to €15.9m (H1 2017:€9.6m).

[villarich] 02/8/2018 14:21

Thanks Scooper. I wasn't sure if anyone else had better info. I'd checked previous announcements in my news feed on sharepad but couldn't see a definite date. Yeah my portfolio hasn't been doing great the last few days but nothing that is particularly concerning.

[scooper72] 02/8/2018 14:03

I guess there should be one soon based on previous dates, but probably they will just do the update when it suits them or when they are ready. All a bit red out there in the markets today. Or at least judging by my portfolio which is down 1 percent.

[villarich] 02/8/2018 10:48

Are we due a half year trading update soon? Last year we had one on the 27th July for the half year to 30th June? Apologies in advance if I've completely missed something. I'm trying not to be lazy!!

[villarich] 01/8/2018 15:32

Managed to get some cash together and bought a few at 1810p.

[villarich] 31/7/2018 16:45

I'm trying to free up some cash so I can trade this along side my core holding. Based on today's action we've got a nice little hammer formed which I'd be looking to be validated tomorrow.

[janeann] 31/7/2018 13:18

scooper - Im doing both - but very happy to hold if I get it a bit wrong.

[gokarna97] 31/7/2018 12:39

I agree ... this is a popular share (for both investors and day traders) and there are different trading ranges going on concurrently. As an investor, I also try to top-up at the bottom of the latest trading range .... I resisted (for fear of missing a breakout after two quick KWS company acquisitions) selling at 1960 ... but topped-up today at 1800. Hoping for strong KWS trading update / at least one more acquisition before end Sept. Definitely a long term hold for me, along with LTG which is turning into the KWS of e-learning. Good luck all!

[scooper72] 31/7/2018 12:29

....I mean buying at the bottom of range, but not really selling as much at the top

[scooper72] 31/7/2018 12:17

That's how I ended up with such a big holding!

[villarich] 31/7/2018 12:12

That's the position I'm in. I'm happy to hold but the greedy git in me wants to keep selling at the top of the range and buy back more shares at the bottom!

[scooper72] 31/7/2018 11:54

The fact that people are trading up and down the different KWS ranges - would that imply that this is a share people have confidence in? In the sense that even if they get the range a bit wrong - they feel relatively secure over the medium term that they will recoup their capital?

[bamboo2] 31/7/2018 11:32

janeann, I just added 392 at 1796p.

Was limited in what I could buy on line to under 400 shares, wanted more.

[janeann] 31/7/2018 10:56

well I added a few at 18 this am - on the basis it has reached the bottom of its spike down; as you say fingers crossed! easy to buy which surprised/disappointed me given 1847

[bamboo2] 31/7/2018 10:39

janeann, I trade the potential turns I find on charts and often they work really well.
However, sometimes they don't materialise, or they can turn against you.
Because I go long only in an uptrend, I can normally just sit on the stock, and let the longer term trend take care of things. Fingers crossed!

[janeann] 31/7/2018 10:31

Well I was surprised when you said you had bought back bamboo. To my untrained eye it seemed to me it had further to fall just taking a gross look at the chart over the past 6mths which suggests to me the retraces from the highs are much bigger. bwdik.

[scooper72] 31/7/2018 10:31

Just thought of selling my PFC to buy some more KWS as they have just gone in opposite directions. But tried testing and buying 3 KWS on Hargreaves and none available. Probably should just enjoy my camping trip with the family and leave the shares alone.

[bamboo2] 31/7/2018 10:20

Looks like my timing was out yesterday. Will add.
Next potential turn is 1-2/8/2018.

[villarich] 31/7/2018 10:00

Same! I have a significant holding I've built up recently and want to hold for the long term but also keep watching this move in a defined range. I guess I'm worried about selling at the top of the range only to watch it break through and head north.