http://investor.games-workshop.com/wp-content/uploads/2014/07/2013-14-Press-statement-final-website.pdf reading this i feel they have their head in the sand, further more they dont appear to acknowledge the competition, yes they are the only people who make their branded items, however a portion of their community is made up of people who like strategy tabletop games and will jump ship if another producer has a better game. with that in mind both Privateer Press and Fantasy Flight have been gaining market share. then we have people who will play the game but by models either from the 2nd hand market or go to companies who make similar looking models and in some cases better quality or more unique looking figures. Kickstarter has funded a large amount of miniatures games over the last year and while they may not last, they buzz created by these launches could be drawing attention away from Games Workshop. One company Mantic have been quiet successfully using kickstarter for their miniature games, acting almost as a pre-order system which could minimise losses by gauging the appeal of the product before they go into full production. Hi Fagen39, while i agree with everything else youve posted, in defence of GamesWorkshop they do produce e-books both for their novels and rules of the game for a variety of operating systems, however they seem quiet expensive. Oldgasbag yes in the store they have cut back on their IP to only 3 ranges of which Lord of the Rings seems to be slowly falling away in popularity. however they licences out to fantasyflight the rights to produce roleplay books and boardgames. i wonder what the future holds.
GAW - A personal view
Hi OGB, It was all good with these shares (I have been holding since Jan 12) they held up well during the recession (due to consumer loyalty) and paid a cracking dividend (which is the main driver of the good share price). The recent knock was becuase share holders through that due to poor operating performance the divi would be at risk which was then swiftly dealt with by the 20p divi announcement. If operating issues can be stabalised then the share price will continue to grow back to +20% from the current position. The main worry for me is the strategic direction of the business. They do not appear to be moving quickly enough with modern times and modern consumers: - Their books are not on kindle (or any other e-reader) - They are not proactively managing the worries around 3d printing replacing their products - They are not interacting with their consumers in the right way e.g. focusing on video clips to build characters, , films, facebook, twitter, etc..... Their products are only going to seem more expensive without the advertising support. Imagine 3D printing a Space Marine commander with your head and printing him up ready for battle. So not a conclusing 'buy' recommendation but I am still going to hold for a while longer.
What happened to all the products?
Hi everyone!! I popped into my local games workshop store today for the first time in 20 years and I was shocked that the prices they charge these days and also the very limited lines/products which they produce these days. Granted it is 20 years since I last bought any GW products but I can't be the only one that remembers all those great board games blood bowl, Talisman etc...Why don't they increase there product lines bring back the old favorites surely that would help. Anyway walking through those doors has made me all nostalgic so its E Bay for me. Might even buy a few shares if I can get up to pace with whats going on here. Anyone care to summarise what life is like as a GAW share holder. Thx in advance...
6 Jun '14
Games Workshop Group PLC announces that the Board has declared a dividend of 20 pence per share. This will be paid on 4 July 2014 for shareholders on the register at 13 June 2014.
25 Apr '14
RE: where is this heading?
Back up to 830.00 hopefully. I am holding these for the long term as I think there is a new online game out next year which nobody appears to want to comment on. Also the last few dividends were quite good but not sure what is happening with them this year.
24 Apr '14
where is this heading?
I have just sold out of my entire holding - 2000 at 562.02 - but it does not appear to be showing as yet. I am sure that it will now power over £6! starting to look overbought on the RSI, but I just basically wanted my investment back with a small profit on this share.
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