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Results update still looks strong on key metrics, time to buy the dip
Ex divi tomorrow so could drop more?
Expected licensing revenue down 16%, expected licensing profit down 15%. I fear we could be looking at 9200 by end of week :(
I'd like to buy into GW for sure, but still feel it is overvalued at a PE of 23. Would need a more meaningful fall to be attractive to me. I think we may see some more pain early next year, as I don't think we are out of the woods yet with inflation.
I am sure next years macro will be trickier than we hope for, but GAW will once again show it is not dragged to oblivion by such things.
I still see good long term growth in earnings, with a further boost in awareness from the streaming show, and probably an increase in licensing revenue from that.
With a responsible dividend policy, long term investors should not be concerned. DCA in if you don’t own yet.
Happy to top up on such a red day, very over cooked for this company's potential.
GLA
Large buys going through, this could end up blue. Have bought the dip and will hold for div's and hopefully some capital growth.
These figures don't include the recently announced Legions Imperialis, and next year sees the re-awakening of the Old World.
Bumper sales figures are set to continue through 2024.
I'm concerned about the second dip yesterday, it shows that people are willing to sell even after digesting the figures. I did top up and am still happy with that decision and will top up again if we go lower. Great company with a great future, looks after shareholders, customers and staff.
GLA
Yes can buy at 9162 now !
Ex dividend next Friday 15th. Hopefully be in the 800's by then might have a look ....
Where are you getting the ex-div on Friday 15th from?
According to my notes and the investor relations part of the GAW website, the last div was paid 3/11 and went ex-div 28/9, I can't see any divi having been announced since that.
Apologies I took off Dividend Max but looking on the Game's Workshop IR page it doesn't state....
Are you a long term holder? I bought in today (regardless of divi) as I think they look oversold
I'm in also for £50k. Fingers crossed for a bounce
Yes hopeful here. I'm in at what I wanted to pay. Might fall a little further but should definately move up at some point.
Can anybody explain why SP dropped 15%?
The 2nd quarter was reported as slower than anticipated and licences revenue down from £14.3m to £12m and profits from £12.9 to £11m. Also the staff bonus way to to £2500 I understand. Doesn't seem enough to drop the share price by 15% though! Jefferies said the figures may just of disappointed investors who were expecting better growth.
I think it's a hold now until Jan 9th with next update and dividend announcement. Not a bad price to pick up now IMHO
Well, it dropped past my 9200 guess for end of week. I'll add more if it hits 8800 but won't be too surprised to see 8500; the p/e is still too rich if growth is stalling.
I have changed my mind. Can see no quick rebound here. So, I took a small loss and got out @9060. Good luck to all of the faithful holders and have a great day.
I think a lot of licence contracts run out this year so hopefully new ones can be negotiated in the new year. With the huge ip the own i only see blue sky ahead. Competent BOD and rewarding employees, its nice to see. RNS not even bad.
I see you like to though darts with low price predictions DramChart good luck with that. Good to see we are off the lows for the day. Onwards and upwards ....
Stockmarkets take money off the inpatient and transfer it to the patient
Missed today's low but manage to pick up a few below 9000. I'm still down about 9% overall, so fingers crossed for a steady increase from here!
Nice rebound today, just what we need.
Forgot to say, I have changed my mind again and got back in @9040, silly me.Hahahaha