piw
12 Feb 2020
Video: KWS Capital Markets Day, London Feb 20 KWS’s CMD last week. Overview of all services lines. The MDs of the recent acquisitions are particularly impressive c. 2hrs in. piworld.co.uk Keywords Studios (KWS) Capital Markets Day: London, February 2020 Keywords Studios is becoming the ‘go to’ provider for external development services. This CMD gives an overview of the structural growth drivers of their markets
Ripley94
05 Nov 2019
Tip from loads KWS… XXXX MOTLEY tipped it on 13th October @ 1249p … now 1070p . ( -15% ) Anyone pay for motley tips ? Posters on lse conserved about the below short positions . Open Short Positions in Keywords Studio Fund % Short Change Date Changed GLG Partners LP 0.71 0.11% 25 Oct 2019 SFM UK Management LLP 1.25 0.24% 11 Oct 2019 Systematica Investments Limited 0.50 0.00% 11 Oct 2019 TIMF LP 0.56 0.00% 8 Oct 2019 Marshall Wace LLP 0.62 0.10% 25 Sep 2019 Polar Capital LLP 1.51 0.25% 18 Sep 2019 Total 5.15%
piw
19 Sep 2019
KWS H1 2019 analyst presentation with CEO&CFO KWS H1 19 analyst presentation from 18.9.19 Great overview of the business, and the opportunities. The opening trailer is fun! piworld.co.uk Keywords Studios (KWS) H1 2019 results presentation CEO Andrew Day & CFO David Broderick present the Groups interim results for the 6 months ended 30th June 2019.  Borderlands3: Stadia trailer video –
Ripley94
10 Sep 2019
Tip from loads KWS… XXXX Did you hold loadsadough ? You were right about up but it came back down .
piw
09 Apr 2019
Video: KWS FY18 analyst presentation Keywords Studios (LON:KWS) FY18 analyst presentation given yesterday by Andrew Day, CEO & David Broderick, CFO. piworld.co.uk Keywords Studios (KWS) FY18 results presentation by Andrew Day, CEO & David Broderick, CFO given on 8.4.19 Keywords Studios Plc supplies localization and localization testing services. The Company's segment A superb presentation. Really worth a watch. KWS keep on doing it very well. The market is growing at 9% a year, outsourcing is still less than 50%, so lots of market to grow, across many services lines. Clients are up selling to multiple service lines. They now supply 5 service lines to Fortnite! (Benefitting from being game agnostic.) Still a sector with loads of tiny players, so ripe for consolidate. Andrew goes into depth about each of the service lines. There are case studies of integration of VMC, Art service line and audio service line. And, you get all the analysts Q&A. It’s long but worth it, even if you just skim through it.
peddlar
12 Jan 2019
When iilliii go back to the old discussion board.Please Please Please do it old discussion board.
loadsadough
05 Aug 2018
Tip from loads Hello Ripley94. We can look at KWS, and see that it has gone from 1150, to 1750p during the last year. As it goes up it goes up/down and now it is ready to go up again. Have a look at. 07
0 03/08/2018 Half Year Trading Update RNS Number : 6958W Keywords Studios PLC 03 August 2018 3 August 2018 Keywords Studios plc (“Keywords Studios†or “the Groupâ€) Half year trading update A strong first half performance delivered a 66% increase in adjusted PBT… Interesting results. I have put a little money into KWS to see how it goes over the neck few months. Loadsadough
Ripley94
04 Aug 2018
Tip from loads KWS… XXXX Not one id of thought of going for . On Friday a sharp but sudden short lived dip @ 1610 was lowest price for months . Has been a steady riser surprised its on AIM 1.11 billion CAP. Irish . BB. and 50 & 150 ma look good. Should i accumulate yet another stock lol
gretel
05 Jun 2018
Good news re improved loan facilities Good to see KWS confirming today the new loan facility, which (1) is cheaper than the prior facility and (2) gives them substantial headroom for more and large acquisitions:[link]
gretel
03 Jun 2018
New interview with the CEO Video interview with the CEO about the new acquisition:[link] Studios says acquisition of video game trailer specialist is an important development for the company14:39 31 May 2018 Andrew Day, CEO of Keywords Studios PLC (LON:KWS) tells Proactive that acquisition of Fire Without Smoke Ltd is an important development for the company.He said: “The business provides game trailers, that are used in the marketing campaigns for the launch of the original game."
gretel
30 May 2018
RNS: Kames Capital buying and above 3% I note that Kames Capital have been buying and have gone above 3% with 1.9m shares:[link]
gretel
30 May 2018
Numis raise target price to 2180p today Numis have today increased their target price to 2180p (from 1865p) and say Buy:[link]
gretel
30 May 2018
RNS: new earnings-enhancing acquisition Excellent new acquisition - and highly earnings-enhancing with a maximum £5.2m paid for £0.7m PBT:[link] to see the further expansion into esports, and the customer list is terrific, including Sony, Square Enix, Riot Games, Deep Silver, Sega, Capcom and Ubisoft.
gretel
23 May 2018
Good news re new game development This news sounds good, though as a non-gamer Shenmue means nothing to me - perhaps others here can comment?![link] resurrects classic Shenmue video gamesd3t has brought the 20-year old Shenmue I & II to Playstation4, Xbox One and PC while growing its team and moving to bigger offices124pm 22nd May 2018 d3t Ltd has confirmed that it is the development studio responsible for resurrecting two 20-year-old video games, the hugely popular and boundary-pushing Shenmue and Shenmue II.The project remained top-secret until the news was announced in April at SEGA Fes 2018 in Tokyo.“We can finally reveal that the d3t team have been resurrecting Shenmue from the original source code written over 20 years ago!” said d3t operations director Noel Austin“We are bringing Shenmue and Shenmue II to modern platforms: Playstation4, Xbox One and PC.“It's been a journey of discovery, delving into the original code, also an honour and a privilege to work on such high-profile titles, delivering this classic franchise to new platforms and new audiences.”d3t is a growing tech company in the North West of England. Founded in 2011 it has grown year-on-year to its current team of 50, and was acquired by Keywords Studios last year. The company is forecasting continued expansion and has recently moved to a larger HQ in Cheshire. d3t stands out in the UK game development sector because it strategically does not develop its own IP, instead it exclusively delivers game and interactive projects on behalf of international clients. Household names like SEGA, Sony, the BBC and independent studios worldwide regularly engage d3t on projects and it provides invaluable, confidential support across the games and interactive media sectors. This technical port of Shenmue I & II represented an enormous technical challenge for the team at d3t. The company has referred to the process as 'digital archaeology' and says the re-release of Shenmue 1 and 2 will be available together as a single package later this year, and will remain true to the originals. Studio head Richard Badger added: “A lot of the work we undertake stays under wraps, so it’s great that we can actually talk about this amazing project.“The global Shenmue gaming community have shown us incredible support and we are really excited about the launch of the games later this year.“We are extremely proud of our team and being able to showcase the remarkable software development talent that can be found right here in the North West of England.”d3t does not just deliver when it comes to resurrecting well-loved cutting-edge games. The company also provides the same level of expertise to the museum and heritage sector and has recently been involved with real life archaeology, working as a technology partner for an installation opened at Yorkshire Museum by Sir David Attenborough.d3t worked with lead designer Bright White to develop a set of digital museum exhibits for the highly esteemed 'Yorkshire’s Jurassic World'.It animated a lifelike raptor and an augmented reality window giving visitors a unique opportunity to view some of the world’s most amazing extinct dinosaurs and sea creatures as they would have looked when they lived on earth."
gretel
20 May 2018
Featured in this weekend's FT Very interesting (and long!) article about localisation services, including an interview with KWS' director of such services. The section about China is very instructive (who knew that skeletons were such a problem?!):[link] (and ACSO, which I also hold) are also featured in an article about consolidation in the software services sector in this weekend's FT, which might bring in some more attention:[link] StudiosDublin-based Keywords Studios provides technical services to the video games industry, ranging from animation to visual effects and engineering. It works for some of the world’s biggest video game publishers, including Electronic Arts, Activision Blizzard and Tencent.Keywords has snapped up businesses to help it expand into new markets, including Mindwalk in China and Mexico’s LOLA. In October, it completed its largest ever deal, buying US-based VMC Consulting for $66m.The VMC acquisition has increased Keywords’ workforce by almost 50 per cent to 4,000. Andrew Day, chief executive, said at the time the deal would boost the company’s technical services around the world. “We strongly believe that this will result in a compelling offering for our broadened client base, not only in North America but also internationally,” he said.The company’s revenues increased 57 per cent to €151.4m in the year to December 31, while profits before tax rose 27 per cent to €12m. Shares are up 6.5 per cent to £17.00 this year."
