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I really don't understand the relationship of todays results (which are good) and the SP
not so good in todays respnse of the sp
Update to-day very positive. Anyone who sold during recent dip in sp will be having regrets. Will be holding on to my investment here.
15 months on from hitting an all-time-high of 3302 on 3rd Sept 2021, KWS hits a 12-month high of 3056 on 2nd Dec 2022.
In between, there's been plenty of ups and downs (1950 on 7th March 2022), but the recent trend has been up - as has been the trading figures. Fingers crossed that we see an SP of 4000+ in 2023.
Risen well today already, but I expect there is more to come pre their results in later Sept.
Back in London, Keywords Studios rose 6.4%. The firm is "confident" of beating market expectations in 2022, after a strong first half. First half revenue rose 34% year-on-year to EUR320 million, the Dublin-based firm said.
Why the big drop today???
A pretty ludicrous and fanciful prediction that. Still holding.
Bullish results posted, Does anyone believe the following forecast in current markets & onwards. ?
https://walletinvestor.com/lse-stock-forecast/kws-stock-prediction
Despite the positive update we are down again. Hopefully it's just the global market gloom. Trying to decide whether to add or wait - which could be what everyone else is doing.
Obviously the jittery market will latch on to any potential negative like the cost statement!
Besides being tipped in The Times, their Dec post on trading is worth a read. ..............................
'' As a result, the Board now expects that full year revenue for 2021 will be at least €505m (+35% year-on-year growth) and adjusted profit before tax1 in excess of €85m (+55% year-on-year growth) both ahead of current analysts' consensus forecasts2.
Outlook for 2022
We expect this trading momentum to continue into 2022, giving us confidence in delivering 2022 revenue at the upper end of current analysts' consensus forecasts3, while we continue to expect adjusted profit before tax margins to moderate towards our historical levels of ~15%, as certain costs return with the easing of restrictions and as we continue to invest in the platform and our people.
The Group will provide a further update with its scheduled trading update at the end of January 2022. ''
there was a piece in The Times tipping ten shares you've never heard of. Keyword was one of them. Unfortunately I don't subscribe so i cannot read the whole piece
I agree with you PYUECK: it's disappointing that a good interim report is accompanied by a 5% fall in SP but, as I'm not one of the sellers and I'm most unlikely to sell any shares in the next 12 months, I'm not particularly bothered about the recent dip as the results are positive and profits are being declared - which can't be bad for an IT company.
I think the results are great, but so has been the share price rise over the last year. EPS of a currency translated around 17p, lets make it 34p for a full year. Share price is around £30 so we are looking at a P/E ratio approaching 90x. Dividend was of course welcome but at only 0.7p I suspect it may have made made some investors sit up and think that needs to rise an awful lot before that share price can be justified.
Let's hope revenues and profits keep rising, and definitely a great company. However valuation looks high to me and I think that many may be looking to sell at these levels.
Agreed makes great reading…..why the price fall? Puzzled
Great results posted today:
Strong H1 revenue growth (+37.6% to €238.7m), despite some continued COVID-19 related operational constraints
· Organic Revenue up 22.9% (H1 2020: 8.0%, FY 2020: 11.7%) with all service lines performing well against the comparative period, when a number were held back by COVID-19 constraints
· Growth driven by robust demand, supported by a buoyant video games market focused on a return to developing new content following production delays and disruption in 2020
· Some ongoing operational disruption as a result of local COVID-19 measures, but the Group continues to operate flexibly across all service lines to deliver market-leading service to clients
Continued growth in profitability and cash generation driving strong balance sheet and liquidity
· Adjusted EBITDA up 64.6% to €50.7m, with margin up 3.4% pts to 21.2% (H1 2020: 17.8%)
· Strong cash conversion with Adjusted Free Cash Flow6 of €37.7m (H1 2020: €10.9m) and an Adjusted Cash Conversion rate of 94.9% (H1 2020: 50.2%)
· Net cash of €84.1m (H1 2020: €101.0m, FY 2020: €102.9m), after €44.7m net cash spend on acquisitions in H1, and a €100m undrawn Revolving Credit Facility
Resumed progressive dividend policy
· Interim dividend of 0.70p per share declared representing an increase of 20.7% on the 2019 interim dividend (H1 2020: 0.00p, H1 2019: 0.58p)
@Culley01: I'm a long term holder, and (back on 22nd March 2018) I posted on this forum that "(KWS) is one my "band of 5" companies which could potentially be in the FTSE100 in 5 years time" and right now I still think KWS will be in the FTSE100 by March 2023. That would require an SP of 6500+
We now appear to have exceeded all the brokers current forecasts.
Any thoughts as to where Keywords is going from here and why?
Almost 10% gain in 10-days from 3012 to 3290
Onwards and upwards
Hard to understand.
Excellent results published today & it drops 4%
Any particular reasons for the recent uptrend? I’m late to the party with this one but 15% up already, enjoying the ride!