Keywords Studios Share Discussion Threads

[bamboo2] 12/10/2018 16:30

Quite a few KWS shares out of lock in periods over recent months.

eg Mindwalk had 513,000 [31/5/18], Volta 45,000 [29/7/18]

Player Research can sell 65,280 from 26/10/18

[bamboo2] 12/10/2018 16:21

Yep. I'm all sold now. Stopped out this afternoon just after 15:30 at 1530!

[rathean] 12/10/2018 15:17

Sold those I bought at 1405 and a few elsewhere, nice little earner in turbulent times. Prefer to keep cash on the table in case Trump, Italians, May, Chinese, Turks, Russians or my wife kicks off over the weekend :)Still holding a wedge here with 16 b/e, will hold those until circa 19.50. All imo dyor ofc.

[bamboo2] 12/10/2018 08:42

Cool.

Sold a few to re-balance the p/f, as had become a bit top heavy here.
Needs an eod close above 1536 to confirm the turn. gla

[bamboo2] 11/10/2018 21:16

I am attempting to trade the potential turn today, adding just above historical support [1400]

[rathean] 11/10/2018 16:17

I've added again but that'll do for a while. So many buy triggers going off, having to reset them to lower support levels!!

[bamboo2] 11/10/2018 14:09

Took a few more

[1670127] 11/10/2018 11:53

Seems to be bouncing off the support level

[1670127] 11/10/2018 11:29

Sub 1400... Rate of decline increasing, my guess is shorters are targeting this now. Could see big drops even from here. Happened to one of my stocks last year. You have to question why Andrew Day has not made a statement reassuring investors

[1670127] 11/10/2018 11:01

Next support level is 1375-1390.

[1670127] 11/10/2018 10:53

Wow... Huge £872,001.06 sell just gone through.

[bulltradept] 11/10/2018 09:51

In at £14 ish if it gets there....

[scooper72] 10/10/2018 22:33

Thanks for your answer. I guess my point was that I had never seen anyone raising cyclical service work before as an issue. Helpful on the price to earning ratio. And that has certainly come down a bit in the last 10 days or so. Obviously the rating is not just because it is a growth company making acquisitions, but because it is also in a rapidly growing market. Maybe everybody is a bit shocked cuz it's the first time ever it has dropped quite like this. How much of it is the wider sentiment and how much is specific to the company is what everyone is probably trying to suss out.

[1670127] 10/10/2018 21:27

As I mentioned a while back. The challenge is that the current valuation is based on the fact this is a rapid growth stock. Which it has been to date. Profit in first 6 months was 16 million euros. Assume the 2nd half is the same and add 25% for the acquisitions (which I think is high) and you have a total 12 month profit of 40 million euro. About 33 million pounds. If this was a normal, non growth stock you would expect a valuation of around 17 times that number or 560 million pounds. Almost half what KWS is valued at today. This is the risk factor. It interesting to note analysts predict lower p/E ratios ahead (for NASDAQ stocks in the US).

[1670127] 10/10/2018 21:12

I was responding to the previous comment! There are lots of risks with KWS and I would strongly advise that you all do your research.

[scooper72] 10/10/2018 20:38

How come all this discussion about service down turn is being brought up now just after the share price has had a major drop, it seems a bit contrived, and makes me wonder why you have never mentioned it previously. It doesn't seem to match up either with the CEO painted last time he gave an update on the company. Just asking.

[1670127] 10/10/2018 16:45

yes that has always been an issue. 12/18 months before the new console platform release the developers stop developing for the old platforms which causes a downturn in service requirements. As an aside I saw Telltale laid off their remaining staff 3 days ago. Is it possible that KWS are exposed to them for services already provided? I don't have insight into their current client base. I don't see them listed on their web site but it is just a thought and could be nothing.

[phowdo] 10/10/2018 16:23

Yes will be a test of the CEO - operating a buy-to-build as the shareprice declines. The challenge after that will be operating the company during the next gaming cyclic downturn (yes gaming is cyclic contrary to what all the analysts will tell you...)

[1670127] 10/10/2018 16:11

The risk here is with the share price tanking they will put their acquisition strategy at risk as people will all want cash not shares. This will potentially compound the price drops. Suspect that some of the price movement currently is driven by some of the issued shares for previous purchases being off loaded. we will see over the next few days.

[1670127] 10/10/2018 16:11

The risk here is with the share price tanking they will put their acquisition strategy at risk as people will all want cash not shares. This will potentially compound the price drops. Suspect that some of the price movement currently is driven by some of the issued shares for previous purchases being off loaded. we will see over the next few days.

[phowdo] 10/10/2018 16:11

I must have been thinking of the one before that ;)
It was £14 placement price for the VMC one.

[1670127] 10/10/2018 16:07

when they acquired VMC it was around 1450/1475 ... not sure what the placement price was. they raised 75 million.

[phowdo] 10/10/2018 15:56

£1.90