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Fair play
Closed at 1297 plebs
Seems to have recovered somewhat :)
Took a short position yesterday at 1610p
Keep selling boys!
As someone who has been invested in KWS for almost 5 years, I'm taken-aback by the fall in SP value in the past 6 months; it just makes no sense - but then the value of the company 6 months ago wasn't based on "now" but on future expectations. In year ending 31Dec2022, the company generated Eu68m profit on Eu691m t/o (approx 10%) and was valued at Eu2.45bn by the market. If you had Eu2.45bn jingling in your pocket, would you have bought KWS, or put the money into the banks paying 1.25%pa? KWS is a speculative investment, always has been - you are (in my opinion) hoping that the company develops a product (be it game, application, software etc) that is a "game changer". What is unfortunate, is that while the opportunity for that speculative breakthrough hasn't changed one jot, the recession background (war, inflation, food and energy shortages, nationalist governments) has forced the market to be more fundamental driven than speculative driven. On fundamental values, the SP could drop another 30% maybe even 50% to 760-800 because the turnover is just not good enough to justify the SP. It's a tough nut to crack - and much as I don't want to, I'm probably going to have to close my position completely. This is a great entry point for an optimist with a long time-frame; but that's not me unfortunately.
What a disaster year. Must admit i thought a buying opportunity when the sp feel to half its present value. What is going on here. Still seems a great company with a promising future. Can someone give an opinion as to what the dreadful news is that is seeing a collapse in the sp,because collapse is the description of this valuation
Look can't say more than this is a tremendeous entry point for a 12m horizon.
TAM is huge, end market have been pricing in some weakness.
KWS remains profitable and cash generative with double digit organic growth. STRONG BUY
KWS has announced the appointment of Robert Kingston as its new chief financial officer from 1 July 2023.
The company added that Jon Hauck, its current chief financial officer, will assume the role of chief operating officer on 1 July, ensuring a smooth transition of responsibilities within the company's leadership structure.
Keywords noted that Kingston brings with him a wealth of experience in finance and operations within the technology and media sectors. His previous position was as CFO of Flutter Entertainment's UK and Ireland division, where he showcased his abilities in managing finance for acquisitive and internationally-focused companies. Prior to that, he held several senior finance and operational roles at Sky PLC over a span of 25 years, including finance director of Sky's Content Business and group director of Investor Relations.
Thanks
I have emailed their investor relations team to ask if they know of any reason and will make an announcement.
And not a mention of anything from the BoD - are they all on holiday?
"goldman sachs has done an 'AI bear' ETF which shorts KWS." Apparently. Big squeeze from powerful forces. No idea where the sp will end up.
I'm also clueless
The SP is down 25% in May, and there appears to be no bottom to the fall-off developing. It looks likely that the SP will drop below 1952 that was touched in March 2022 - but for the life of me I've no idea why.
Slumping 10% in 1.5 trading days. Shocking, whilst latest update was they were performing well.
Well my own headline would haunt me, was not my intention. Profoundly sorry to hear about the Chairman’s passing away. He passed away 2 weeks before his retirement yet here we are trying to save for our retirement!!!
Chairman Ross Graham paased away today
Sadly yes
goldman sachs has done an 'AI bear' ETF which shorts KWS
Does anyone know what happened to Keywords today? 9.08% down when some older chats were hoping for the SP to touch £50!!! Perhaps COVID returned ??
Plenty of support following todays news on the acquisition. The future looks bright.
Well CW it is not a share for the Dividend, but an investment, long term in a well run young company. Like all Aim shares there is a buyer beware warning. Keywords is a far safer investment than most Aim companies,unless you have inside information to the contrary.
So up 10% for their dividend makes peanuts of a difference on a very poor dividend yield. Shares are very expensive. Be careful is my advice to investing in this stock.
No sense. A great buying opportunity.
I really don't understand the relationship of todays results (which are good) and the SP