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Don't Rachel Tongue is stepping down as CFO at the end of the year. Director sales often contain more noise than signal, as there are many reasons for a director to sell, where as there are fewer reasons reason why they buy stock.
Apparently the CFO has sold 2/3rds of her stake.
The SP has been comfortably in this range since the start of December last year.
That's the exact issue, it's lazy box ticking... This may not end well if they try to pander to the very vocal minority that have been working their way through multiple works of fiction.
Star Wars (destroyed)
Lord of the rings (damaged)
Doctor Who ( heavily damaged)
Scooby Doo ( look up Velma TV Show)
Gillette Me two movement
BudLight
Warhammer 40k is looking to be next...
These type of people are insidious at the moment within western art's. They are trying to change all of them for their own agenda without any concern about how the work of art is affected.
it's not about what it is they change, it's about the fact they attempt it with EVERYTHING in the Western Media.
Sell or hold I would not purchase
DYOR,
Ah that is disappointing, just make more factions where women make sense to the lore! Hate it when people box tick like that
GW saying there is a female character in a faction that has never had a female character. Sounds pathetic if your not into the whole hobby but that's kinda the point that it's a backwards thinking society. Saw somewhere that amazon may have had a say in this.
Any ideas what dropped it down 4% so far this week?
Dividend, not benefit - senior moment
IIRC last year's cash/ benefit benefitted from a French VAT refund that was in the low 10's of millions.
Not much of a div increase year on year there but was last years too high when GW said they declared too much on quarter?
No additional detail than 'in line' and Divi moves to £4.20 (vs £4.15 LY)
Anyone care to do a deep dive into the minutiae of today's TA? :-))
It does seem reticent to clear and stay above £100 - couple of forays in the past but then quickly diving back down
£100 again at close. Will it break through or fall back to 93-95?
I think a stock split would help the share price. People are often put off by the £100/share price tag. It sounds odd to a savvy investor, but I beleive it's still valid.
Looking for £120 to be broken and held this year. I am not a Warhammer fan but the company has the perfect business model and is ripe to grow further.
£100 seems a real pyscological limit just now. keeps bouncing off it.
NED Kate Marsh spent over £30k buying shares on the open market at £95 to nearly double her holding.
A sign of confidence, surely, from someone who already had skin in the game and didn't need to purchase more shares just for the optics.
Licensing, by its very nature, will always be lumpy. Think of it as the cherry on top rather than a core metric.
Everything that is under Games Workshop's control is doing fantastically well. Very few companies have thrived during Covid/Brexit/global recession like GAW have. It's a beast!
Divis still rising too :)
Another very good set of results with Revenue up circa 10% (12.4% constant currency) and Profit up circa 14%. Cash also up to £85m from £63m.
If looking for a grumble licensing revenue is slightly down but for good reasons outlined. It'll certainly get a good kick up when the Amazon project takes off.
With a reliable Dividend, all in all, GAW struggles to put a foot wrong in my book.
Streaming services crying out for content. If they get it right they could have years and years of series. But they could very easyly get it wrong and every faction has to "grow and learn and become better people" etc.
They are a bit more enthusiastic about it on their community website: https://www.warhammer-community.com/2023/12/18/warhammer-amazon-contracts-signed-the-news-every-warhammer-fan-has-been-waiting-for/
But for me the item I look forward to most will be the release of Warhammer - The Old World in early 2024. This is the re-surrection of their fantasy game and the one that most people now in their 30's and 40's (i.e. the one with some money behind them) have grown up with. This promises to be a great money maker for for the company in 2024 - similar to (or even bigger than) the release of their 10th version of Warhammer 40k in 2023. And it will add nicely to any future licensing deals.
Added @£98.91, and doubled my holding.
GLA
Amazon have probably had to take a little time to realise GAW are not going to let them make some woke junk. They will have to put some real effort in here, and the end result will benefit for it. Rings of Power got slated for a pretty sketchy storyline.
There is a real chance that GAW can force Amazon to make something really good, blowing away even the Marvel universe, and Star Wars now that disney are destroying it.
Exciting times.