gretel
08 Feb 2017
RNS : ahead of expectations..... Trading is well ahead of the already much upgraded expectations: "The Group is pleased to announce preliminary unaudited revenues for the year ended 31 December 2016 of €96.6m and adjusted PBT* of €14.8m, both of which are comfortably ahead of consensus market expectations."Strong Balance Sheet, and more acquisitions likely:"Following these acquisitions, the Group had €17m in cash at the year end and had utilised €8m of its €15m rolling credit facility. Its strong cash generation, coupled with available debt facilities, provides the Group with good headroom for further acquisitions in 2017."And a positive outlook: "Although it's early in 2017, we are therefore confident of making continued progress in the year ahead."Can't ask for more:[link]
gretel
03 Feb 2017
Berenberg initiate : 760p target.... Nice....initiation of coverage today with a Buy and a 760p target:[link]
gretel
22 Jan 2017
Octopus buy over 3% of KWS Encouraging late RNS on Friday night, with Octopus declaring they've now bought over 3% of KWS with 1.77m shares:[link]
piw
06 Jan 2017
Video: KWS Capital Markets Day: Art in Focus We/ve done a quick trailer of 2.5mins to prepare you for the full long (1hr 50mins!) presentation.[link] might be better to watch the longer version in chunks, but well worth it, if you’re invested, or thinking about it. As good as being at the event.Presentation by:Andrew Day, CEO, Keyword StudiosClaude Bordeleau, CEO, VoltaFred Stockton, Head of Art, Keyword StudiosAshley Liu, CEO, MindwalkManvendra Shukul, CEO, Lakshya DigitalAn overview of the integration of KWS's art service companies, Liquid, Volta, Mindwalk and Lakshya. It gives a sense of the strategic vision of Keywords Studios, and insight from the CEO’s of the acquired companies, to illustrate how they hang together, and how that is good for future growth.
gretel
19 Dec 2016
KWS expansion in India KWS looking to outsource further work to India, which should bring big cost savings:[link] Keywords Studios, which is the No.1 games services company in the world, is looking to make India the hub for its operations. Listed on the London Stock Exchange, the company is into various segments of video games like art, game-testing, audio and game localisation. Keywords, which acquired Lakshya Digital, India's largest and one of the top five global games services companies, in 2014, wants to bring all its service lines to India in a couple of years. Besides Lakshya Digital, which does the art and animation part of the games, Keywords has a game-testing division in India that grew to 100 employees within a year of its launch."We made a pitch at the London Stock Exchange and the investors wanted Keywords to look at India seriously. They have seen what India has done in BPO. The games are not just about art but also about programming and technology," Manvendra Shukul, Country Manager for Keywords and CEO of Lakshya, told IANS."
gretel
17 Nov 2016
Numis increase price target to 555p http ://www.proactiveinvestors.co.uk/companies/news/169121/market-welcomes-latest-keywords-acquisition-169121.htmlExtract:"Broker finnCap noted that the acquisition has come a bit late in the current financial year, but it should have a more pronounced effect next year.“In addition to operational synergies to provide greater scale and breadth of service, we also see opportunities for cost synergies, whereby Keywords existing geographic footprint can be used effectively, most significantly in Montreal and Tokyo,” the broker said.Meanwhile, Numis Securities upgraded its 2017 earnings per share forecasts by 5% on the back of the acquisition and nudged up its price target to 555p from 525p.No change has been made to its forecasts for the current year, as Enzyme will only contribute over the quiet Christmas period.“We continue to believe that Keywords is extremely well positioned in an attractive growth market,” Numis said."
gretel
17 Nov 2016
RNS : great new acquisition, and cheap! Great new acquisition announced today. Paying C$5.4m and getting a business earning C$1.3m in return, plus C$2.3m net assets - together with the quoted synergies - seems like a fabulous deal. And highly earnings-enhancing as it's paid for from cash.Well done KWS once again:[link]
gretel
08 Nov 2016
Numis increase price target Numis have now increased their target price to 525p (from 475p):[link]
gretel
08 Nov 2016
Re: RNS : trading RNS re a Capital Markets Event today. Good to see KWS promoting themselves - anyone going?[link]
gretel
07 Nov 2016
RNS : trading "significantly ahead" Beautiful 
))Edison were going for 12.2m euros adjusted PBT - so the new minimum of 14m is at least 15% ahead...and 14m is just the minimum expected.Plus encouraging comment looking forward:"We, therefore, remain very confident of our strategy and, at this early stage, maintain our current, cautiously optimistic expectations for 2017."[link]
gretel
30 Sep 2016
Tipped on What Investment web site KWS are tipped in this new article just up on What Investment mag's web site, along with IQE and ACSO, as "the best technology stocks on the market right now" - I've owned all three for some time![link] continued, ‘Those companies are good value if their market position is strong enough and the management team are good.’A stock he nominated as fitting the bill in this category is Keyword Studios. He remarked, ‘this is a business that provides outsourced services to games manufacturers. They provide translation and art services, it is niche, but it’s a growing niche and Keyword are very good at what they do. They currently operate in a very fragmented market, so there are plenty of opportunities for acquisitions that are earnings accretive.’"
hedley5
17 Sep 2016
Re: New highs now Quiet board=a good sign
alioua
16 Sep 2016
Re: New highs now well , rivaldo i for one am always attentive to your posts as they are spot on- many thanks
gretel
16 Sep 2016
New highs now What a fantastic stock.Amazing that on terrific stocks like this and ACSO for example I seem to be the only poster, whereas on tiny no-hoper stocks or those with no revenues and huge m/caps you can see loads of posts every week.
gretel
13 Sep 2016
Great results, new 475p target price Finncap say Buy today and have increased their target price to 475p (from 334p):[link] results today. This is a company to just hold and hold imo.Nice to see that the usual H2 weighting shifted so much this year - hopefully this is the start of a trend towards more even weighting.Key to the outlook for this year is that the CEO specifically says the Group's performance in the first EIGHT months has been strong, not just the first six months:"the Group's strong performance in the first eight months of the year gives us confidence in delivering against our expectations for the full year"KWS are now on a premium rating, but deservedly so. The question is, how high can it go?
