Keywords Studios Share Discussion Threads

[aimingupward2] 10/6/2019 22:07

The topic of video games being streamed in the near future was on the BBC news this evening, so clearly gaining greater public awareness.

[melody9999] 09/6/2019 09:00

Aim - certainly provided me with the catalyst to take an opening position, having watched for some time. GLAH

[aimingupward2] 07/6/2019 13:01

“Google has revealed more details about its new video gaming platform, Stadia, which was first announced in March.

Stadia is a cloud gaming platform - so instead of buying a games console, discs and downloads, players can stream games over the internet.

It's been dubbed the Netflix for games.

The service will launch in November with a limited edition starter pack for early adopters.

Studios such as EA and Bethesda will provide games but big developers, such as Epic Games, are still missing.

Analysts at Peel Hunt say it is "likely to revolutionise the video games industry".

So almost certainly to the future advantage of KWS.

[bigbigdave] 04/6/2019 20:07

Good recovery from the lows today.
KWS gets a mention here.....

[rivaldo] 21/5/2019 09:25

Excellent article about KWS' expansion in Japan and the Far East, and the resulting synergies and cross-selling:



"Keywords expands game development outsourcing in Japan
Dean Takahashi@deantak May 11, 2019 10:25 AM

Keywords is becoming a lot more visible as a 6,000-person company for outsourcing game development. It recently added 45 more developers with the acquisition of Tokyo-based Wizcorp,, which, oddly enough, was run by a French man named Guillaume Hansali.

The deal was one of 11 acquisitions that added nearly 750 employees in the past year. While other game companies have been cutting back, Keywords has been expanding and bringing the lower costs of outsourcing to more game companies around the world.

etc"

[aimingupward2] 14/5/2019 09:59

That’s a useful and encouraging review, rivaldo. Thank you.

[rivaldo] 14/5/2019 08:57

Let's take a look at what's actually been happening over the last month or two as regards investment fund and other activity here.

Kames Capital have increased recently to 3.85%. Octopus have increased to 6.01%. Franklin Templeton have also been buying and have turned up with a 5%+ holding. Only Teachers Advisors have reduced their holding slightly recently, and their holding moves up and down anyway (as does Octopus's).

Amongst shorts, JP Morgan have been reducing their position. Numeric Investors have also recently reduced their position. GSA have slightly increased their position, but that position is actually less than it was last month and regularly moves up and down so is meaningless in terms of trend. All are fairly small positions anyway given KWS' size.

The true overall picture in recent months is therefore actually institutional buying and reduction of pretty small short positions.

[scooper72] 13/5/2019 09:05

Cut my long term holding in half this morning. And sold my trading shares last week in my ISA. Just after last autumn I'm a lot more cautious and want to keep a bit more cash on the side.

[simonshare] 13/5/2019 08:26

I agree. Further investment funds now reducing their holdings at the same time hedge funds increased their short....

[rathean] 10/5/2019 12:04

I've finally taken profits. I'm sure there's plenty of upside left but with each tick up the shorters increase their positions and the valuations looks a bit further into the future imo dyor ofc.Still a firm favourite and will be back in on the next dip, gla.

[scooper72] 10/5/2019 01:49

Sorry not that it is of much interest- but just checked and my isa holdingis up 36 not 22.

[scooper72] 10/5/2019 01:47

Out of interest when would u start buying again. In many ways KWS is a long term play so people are paying over the current odds for something that has a strong future market. I am thinking to hold on to my SIPP holding which is up 22 percent and sell my ISA holding which is a bit smaller but up a similar amount. Failed to take profits last time on the rise up to 2000p and should have top sliced - would have made me a tidy sum.

[simonshare] 09/5/2019 19:44

This has done me well on the rebound but I'm out now. Its price is over extended, director sales, and 3 hedge funds now shorting it. Last time that happened......
Good luck

[rivaldo] 06/5/2019 18:00

Kames Capital have been buying - they've increased to 3.98%, with 2.55m shares:

[azure8269] 02/5/2019 10:37

Amazing. despite the director sales yesterday, (which Mkt Mks would have known yesterday) the shares rise 4.82% yesterday.

Today Mkt Mks using the news to top up their big clients?

Just a view DYOR

Stay Lucky

[scooper72] 02/5/2019 09:14

Holding 1600 well. So far glad I didn't take any profits from the recent lows

[bigbigdave] 02/5/2019 08:18

NED selling 500,000 shares, still holds 3,500,736 so just a bit of beer money :o)

[rathean] 01/5/2019 13:39

Top sliced after such a good run, holding the rest until we're closer to previous highs imo dyor ofc.

[rivaldo] 26/4/2019 13:40

New interview with the CEO - organic and acquisitive growth on the agenda:



Extract:

"What's the ambition for the coming year?

We focus on client satisfaction, execution. We pride ourselves on doing the very best for every project we've got. That's how we run our business on a day-to-day basis. If we can carry on running things that way, I'd be happy. Organic growth is our primary motivation. We like all of our businesses to grow. It's so much nicer to be running a growing business than a static or shrinking one. If we just keep trying to grow, we have the advantage of quite a nice tailwind of serving an industry that is itself growing. There's this heading towards outsourcing as well which plays in our favour. So we should be able to grow at a decent clip. Then on the acquisitions, the year before last we did 11 or 12 acquisitions. We did eight acquisitions in 2018. We'll probably do a similar number, maybe more, in terms of value spend in this year. It's not a target as such - it's just the way that the deal pipeline works."

[windsor430] 25/4/2019 17:59

Tech stocks in U.K. & US doing well. PRSM & KWS leading it for aim again

[bigbigdave] 25/4/2019 15:07

Agreed, no charting expert but does look to be a chart gap to around 1950.

[saucepan] 25/4/2019 15:02

A close above £15 today would be significant. Far less resistance remains thereafter for a run back towards past highs.

[aimingupward2] 23/4/2019 12:26

The rns says:

“Whilst the business has not been a profit centre under its existing ownership structure, we would expect it to be able to achieve margins at similar levels to Keywords' existing Engineering Service line once we align it with our existing operations and build up its scale.”

Given that KWS have only paid less than 40% of turnover, and it’s a growing business, it seems to be a good buy and there is little doubt that it will add value.

[rathean] 23/4/2019 12:09

Well, it's never turned a profit but the hope is KWS can apply it's proven ways of working to find cost savings as well as removing overlap with its existing services to drive a profit... another good purchase that should add value in the medium term imo dyor ofc.