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Suppy chain is my only worry here.
It's still one of the best shares to hold long term.
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I bought a few extra once they dropped under £100 - fingers crossed I called it - my OCD is hoping to flip them in a short ish time frame to round up my holding to a neater number of shares :)
I would buy for sure if I had any dry powder……
Not me for sure will always hold but very disappointed with years s/p surly a rebound on the cards???
I don't have many more investments that pay 235.00p per share over 12 they play safe and pay fair.
Dividends are always variable here, they've got no interest in pleasing the market so it tends to just be whatever cash they have lying around. If they've invested in some new factory equipment, or increasing stock, or animations for Warhammer+, then they might have less cash available this month. They also didn't pay a dividend between Jan 2020 and Aug 2020 due to COVID uncertainty so the 50p this time last year could have been a bit of a catch up.
It's not a profit warning, trading was in-line with management expectations, they just don't like saying what those expectations are which is the annoying part. They could be the same as broker forecasts but they could be a bit higher.
Would have made sense to realise that asd they didn't want to give TU at the AGM it wouldn't be especially good news (and therefore sold) yesterday.
But I didn't so continue to hold.
Brief and to the point - "we're doing as well as we expected. Challenges from logistics. Here's your dividend".
Read between the lines, it's not good news. Dividend basically halved.
Times are tough at the moment, Covid and Brexit problems, but things should return to normal in the long-term.
Well that was uninformative.
Have to admit I was hoping for a trading update as well.
Anyone there? Anything said about trading since last update?
I assume not or it would have been disclosed in an RNS but disappointing if that's the case.
Pure escapism. What can possibly go wrong? Put some pounds down for a share in the action, anyway. Just for fun.
It would depend where you are in the world and the States is starting to pull ahead :)
"That can only translate into dollars!"
Pounds Sterling please old chap ;)
Imagine how many people must have been visiting the site for that to happen! That can only translate into dollars!
I tried to buy the new boxed set from the usual online discounters on Saturday and it had sold out very quickly. Went to the GAW webshop and they were so busy, there was a queueing system (like it was Glastonbury or something) and had to wait 35 minutes to be allowed onto the webshop. All that for a £125 boxed set - hopefully that will feed though into some more great trading figures at the next update.
its just how things work, don't try to understand it. Just had it with Pets at home and Luce Co. Great results and then sell off. Its just people taking advantage of the quick rise before anticipated good news. The companies are all sound. Its only an issue if you needed to sell this week. If not, then it will be back up to the £120s and further now there is the "security" in knowing how well the business is going.
What going on here? Amazing results yet again and another divi due yet SP down!
Is the big money simply waiting until closer to the Divi deadline or ??
Games Workshop beats logistical disruption
Full-year figures from Games Workshop (GAW) show that hobbyists have probably enjoyed the lockdowns in a sense, as the producer of fantasy miniatures booked revenues of £353m for the year to 30 May 2021, up from £270m in 2020, while pre-tax profits went from £89.4m to £151m over the same period. But it hasn’t all been plain sailing, as logistical delays meant that deliveries to its Continental European customers were well below expectations during the opening months of 2021. But the company is nearing launch of its bespoke subscription service, Warhammer +. And despite a challenging year, chief executive Kevin Rountree reckons that “the Warhammer hobby and Games Workshop are in great shape”. MR
Strange I would have consided buying with the dip and the good news in combination today as i do like GAW. No spare cash reserve though :-(
I've no idea what the logic is either! All my recent shares that have announced positive news, have followed this pattern of descending SP. People just quote, "Buy on rumour, sell on news." but that pointless mantra does nothing to explain the rationale behind it. I could at least understand, "Buy on good rumour, sell on bad news."
as always. Never a proper outlook statement so we wait for the next bumper numbers
Another fantastic set of results for this company, great to see the large surplus of cash allowing them to pay out yet another dividend and I think things can only improve from here as they have a clear focus on maintaining their core market whilst investing in what must be a massive opportunity market with the digital offerings.