Member Info for richred_uk

Begs the question at what point you get tempted to cash out? I bought in at a touch over £5.00 with fees, so sitting very pretty, but the divi's are very pleasant and look to continue. I'd struggle to generate a better income stream, at least until the SP reached about £8 - £8.50, so for the moment, I'll continue to hold and smile :)

Hmmm - last RNS I can find for Woodford was June 14 at 3% going from 18 to 20M shares, so there must be a bunch not listed on this site - not sure why (or if it's my speed reading at fault). I'm fairly sure that there would have to be an RNS inbetween 3% and 10% (I've seen ones at 6 or 7%).

In the RNS it says that he held 66m shares before this transaction and now holds 68M, so that certainly wouldn't be a 5% jump in 1 acquisition - I'll look back through the RNS's to see what the last announcement was - I guess it could be that he had made acquisitions that didn't trigger an RNS - I don;t know what the different thresholds are.

Can't be certain until the actual declaration, but assuming it matches previous years, around 15th Dec, but wait for the proper announcement to be sure. Then paid late Jan.

I don't disagree - the new management (basically Tom Kirby not being in charge) really seems to have brought a re-invigoration to things. Lovely rise in SP, nice divi tomorrow, hopefully a good interim divi at the 6 month proper report and Blood Bowl has just been re-released :) it's like being a teenager back in the 80's with all this GW goodness ;)

That will do nicely - looking at double the operating profit for the same period in 2015. Must admit there's part of me tempted to cash out as I'd have had a return of 30% in 9 months if you include dividends, but if they can maintain these successes (as a baseline - I'm not expecting doubling Y-o-Y every report!), then I'll be very happy to sit back and take the divi's.

This may be of interest as an illustration of the changes that have been brought in of late by GAW management, the company has brought in a new "Made to Order" service, where select models that have been out of production are being made available to order for 1 week at a time about once a month with delivery within a month - essentially they collect all the orders then dig the moulds out of archive and do a large production run. It has gone down VERY well with customers - previously, buying OOP models meant searching Ebay, Facebook, flea markets and convention bring and buy stalls, often paying well over original retail. GAW are now benefiting from the collector mentality among their customers, and in many cases bringing back customers who had not bought from them for some time if they didn't like the latest modelling style. It's not quite the 'free' money of video game IP licensing as there is still actual production work required, but it's a great step to create extra sales from existing but archived IP. (And personally I'm debating dropping about £50-£100 on this week's re-releases).

Nice start to the day - I wish more of my holdings' CEO's would **** off the government if this is the result ;)

Not seeing this story in the News section, but L&G have just done a £1B deal to take on the Vickers pension scheme from RR. https://uk.finance.yahoo.com/news/rolls-royce-offload-vickers-pensions-183700682.html

High Court Brexit decision.

Ahhh, it went ex-rights today - that's why the big headline drop - last night's UT must have been factoring some of that in. I'd forgotten about that date coming up.

Something looks like it went weird with the uncrossing trade and that fed through into triggering low prices on automatic trades at closing price. But I have no idea what or why.

Latest RNS - to be paid 2 Dec , ex div 27 Oct. Takes the dividend paid in Calendar Year 2016 to £0.45 - very nice returns

Due tomorrow (4/10/16) - general feelings?

Pretty poor article on GAW from Motley Fool: http://www.fool.co.uk/investing/2016/09/28/are-these-uk-small-caps-the-best-ways-to-play-the-video-gaming-boom/ While I agree to an extent with some of the criticisms, steps are being taken to address these that the writer seems unaware of/ fails to acknowledge. The idea of using GAW to tap into video games seems very contrived to fit an article 'theme' rather than anything based on the true business model.

I can't see any reason to be honest - if anything, customer (or vocal customer) reactions to most of the recent moves has been positive, I haven't heard of any bad news bubbling under on the usual message boards. If it gets to under £5, I plan on topping up if only briefly to cash out the top up on any uplift and keep the 'free' shares. Of course that's also the way to catch a falling knife, but them's the risks.

Just started to see advertising for the Warhammer 40k IP on prime time TV, because GW have partnered with Hachette Partworks in the UK/ RoI to release hardback deluxe editions of 80 of their novels as a partwork collection. I have read that the last partwork (the DeAgostini Lord of the Rings magazine) was GW's most successful product ever. I don't believe that this will be in the same ballpark for sales, but it's a good step forward to get another company to pay for promoting your own IP and hopefully bringing new customers in. Not allowed to post a link here, but if you google "hachette warhammer advert" you will see it as the second link.

Short Answer - No Longer Answer - the last interim was paid in June, so I would't expect anything for a couple of months - maybe Nov declared and paid in Dec or possibly declared Jan after the Christmas sales #'s (please buy Blood Bowl for everyone as a Christmas present, my divi's demand it :) ). If we went past Jan without any word I'd be a little twitchy, as the last update was good numbers, and I'm not aware of any capital intensive projects at the moment.

And today it would seem bust (I'm watching with a target buy-in level, so good for me today and great for anyone who sold out yesterday)

No one can answer that for you tbh - are you looking for quick share price gain? long term dividend collection? If you pay £5.50 a share with fees etc, and it pays out £0.40 a year in dividends, that's just over 7% gross which is pretty good in the current environment (whether the company can continue at that level of dividend is another discussion you need to have with yourself). If you are looking for a big share price spurt, I doubt it will happen, although it might continue to rise steadily if it keeps paying decent dividends. If you've followed GAW for a long time, you must have a gut instinct as to what it feels like it should be 'worth' to you - is it more or less than it's currently selling for?