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Happy to top up on such a red day, very over cooked for this company's potential.
GLA
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.
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.
Expected licensing revenue down 16%, expected licensing profit down 15%. I fear we could be looking at 9200 by end of week :(
Ex divi tomorrow so could drop more?
Results update still looks strong on key metrics, time to buy the dip
Apologies, should proof read before posting
It's almost a year to the day when agreement in principal with Amazon was announced. Donwe think they provide an update in December?
Yeah, look up "Psychology of a bubble".
We've just had the "bull trap" phase of the bear market rally, now there will be fear, then capitulation.
I'm long on 4-5% bond ETFs atm.
As FED says, if inflation hits 2.5-3% fed funds rate will have to drop, so we will see these long bond ETFS massively rally as the market tanks.
GAW is at PE=24, dividends are more than free cash flow. I'm expecting £38-40 and PE of 12 before I'd buy.
i do apologies @***en, thank you very much for taking the time to message me. greatly appreciated.
have a nice rest of week and best of fortune to you.
robert
Yes there is the risk of a global recession/downtrend but unless you are short term playing that then its going to offer good entry / top up points for long term holders.
GAW is a long long term hold for me so even if a market drop comes I will just hold through it and add where possible to long term hold and quality positions.
You need to be clear on why you are investing and for how long. Personally 75%+ of my invested capital is long term 10yrs, 20% medium term cycles that I play for a specific reasons over 1-5yrs & 5% for short term flips up to 1yr to keep me busy.
I hope this helps,
Good Luck
I’m not sure this is an indication of fair value suddenly being realised given how long it has been at higher levels especially when it most recently had its best results, dividend and big opportunity.
Is something bigger a foot as it’s red daily across the board and the news is filled with stories about the Chinese and American markets really struggling.
Not to sound overly dramatic, but is this the start of a market crash as seems like this across the board with shares?
Thank you kindly
Its probably seen as fairly valued around its current SP vs trading. It would need new news to go higher.
The likely things that could do this are:
- Special Dividends (which it has done in the past)
- Amazon TV News
Otherwise its a hold, enjoy the divi and buy more if there is a big overall market dip that brings it down into a good value area.
GLA
Am I missing something for the continued slide? Thank you
Probably me being naive - but could be that there are more sellers than buyers.
Can anyone explain the big slide going on here after a great RNS and the ex divi date approaching.
Thank you
Https://www.edisongroup.com/research/games-workshop-group-leviathan/32708/
DCF Valuation £112.
Note "Our estimates include nothing for any content from the ongoing discussions with Amazon.com."
Likely a slow climb up to the 23rd of this month with the ex div date?
Great revenues and numbers today ...see this climbing up on the leaderboard....i do like GAW and TRLS....both rising today and hopefully close in the top 5 risers today
Games Workshop Group plc issued a trading update for the three months to 27 August 2023 this morning. Trading was ahead of the Board's expectations for the quarter with core revenue of c.£121 million (2022/23: £106 million) and licensing revenue of c.£6 million (2022/23: £3 million). Profit before tax is estimated at c.£57 million (2022/23: £39 million), driven by healthy growth across all channels. The Group looks set for another year of record net profit continuing its impressive multi-year growth trajectory. The Group’s balance sheet is strong, share price has strong positive momentum. Valuation is a little unhelpful with forward PE ratio at 23.5x and PEG at 22x elevated by the share’s own standards. Consumer discretionary spending could also come into the firing as the UK economy slides into recession. GAW is certainly a share worth owning in the longer run, but remains a share to monitor for the time being...
... from WealthOracle
wealthoracle.co.uk/detailed-result-full/GAW/797
Order book looks very strong it could easily pop.!
Cracking update today.!