Codemasters - share monitoring

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HOLD / BUY / SELL Codemasters

Hold
6
67%
Buy
0
No votes
Sell
3
33%
 
Total votes: 9

garindan
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Codemasters - share monitoring

Post by garindan » Wed Jan 22, 2020 5:52 pm

This thread is for all discussion about our Codemasters shareholding. Please ensure your current view on the share is noted as either Hold, Buy or Sell.

Hold - keep the share
Buy - look to add to share or at least hold
Sell - sell the share

We currently own:
Codemasters: 337 shares on 20 Jan 2020 @ £2.96 costing £997.72
Please contribute to the Club by posting any news, thoughts or respond to members posts about the share in this thread.
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AAAlphaThunder
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Re: Codemasters - share monitoring

Post by AAAlphaThunder » Thu Jan 23, 2020 6:54 am

Codemasters Group Holdings Limited [CDM]
Our Performance: -1.7%
Current Buy: 300.00
Current Year High: 300.00 [23/01/2020]
Current Year Low: 173.00 [23/01/2020]
Current Dividend Yield: N/A [23/01/2020]

Image
https://www.hl.co.uk/shares/shares-sear ... rd-gbp0.01
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AAAlphaThunder
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Re: Codemasters - share monitoring

Post by AAAlphaThunder » Mon Jan 27, 2020 4:27 pm

Codemasters Group Holdings Limited [CDM]
Our Performance: -2.0%
Current Buy: 293.00
Current Year High: 300.00 [23/01/2020]
Current Year Low: 173.00 [23/01/2020]
Current Dividend Yield: N/A [23/01/2020]

Image
https://www.hl.co.uk/shares/shares-sear ... rd-gbp0.01
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garindan
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Re: Codemasters - share monitoring

Post by garindan » Mon Feb 03, 2020 5:29 pm

I'd like to remind some members they are still to vote for their initial position for this share...
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garindan
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Re: Codemasters - share monitoring

Post by garindan » Tue May 19, 2020 1:34 pm

Movement into profit again.
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garindan
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Re: Codemasters - share monitoring

Post by garindan » Mon Jun 01, 2020 3:06 pm

Nearly 10% gain today on the back of pending WRC game and esports contract signing @334p
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garindan
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Re: Codemasters - share monitoring

Post by garindan » Wed Jun 03, 2020 7:19 pm

Another 3% gain today @346p.

Analysts suggesting a target price of 400p now, upgrading from 370p target. All being good we'll see the growth continue and look at obtaining a decent return on our investment.

What price are you looking at as a sale point? Personally I think I'd like to see a minimum of 25% on this one, so somewhere in the region of 370p a share after costs would be what I'm looking for.
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Beachboy
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Re: Codemasters - share monitoring

Post by Beachboy » Thu Jun 04, 2020 9:06 am

garindan wrote:
Wed Jun 03, 2020 7:19 pm
Another 3% gain today @346p.

Analysts suggesting a target price of 400p now, upgrading from 370p target. All being good we'll see the growth continue and look at obtaining a decent return on our investment.

What price are you looking at as a sale point? Personally I think I'd like to see a minimum of 25% on this one, so somewhere in the region of 370p a share after costs would be what I'm looking for.
I have done a little bit of reading about this share and I think your ambitions seems reasonable :thumbup:

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Re: Codemasters - share monitoring

Post by AAAlphaThunder » Sat Jun 13, 2020 12:03 am

Pursuant to AIM Rule 26, a list of Significant Shareholders:

https://www.codemasters.com/investors/#aim-rule

Some big, well known and highly respected names on the list.

A few games developed by Codemasters have been confirmed for the next generation consoles, both the PS5 and Xbox Series X. The PS5 and Xbox Series X are due for release this year, 2020, sometime between October through to December (exact date to be confirmed).

https://www.psu.com/news/dirt-5-for-ps5 ... demasters/
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Re: Codemasters - share monitoring

Post by AAAlphaThunder » Mon Jun 29, 2020 8:39 am

03 Jun, 2020 15:09

Berenberg raises target price on Codemasters

Analysts at Berenberg raised their target price on video games developer Codemasters from 340.0p to 400.0p on Wednesday, stating the group had added "an extra gear" as a result of a new multi-year licence deal.

Berenberg highlighted Codemasters newly signed multi-year licence deal with the FIA World Rally Championship as why it views it as a "solid, but underappreciated" video games company.

The German bank stated the agreement added a further licensed franchise to Codemasters' "rapidly expanding" content pool, supported its medium-term earnings growth and poised the company for a valuation rerating.

"In our view, Codemasters' increasing revenue diversification, potential to benefit from the shifts towards digital sales and continuing high levels of execution are undeserving of its 20% discount to peers," said the analysts.

In addition to upping its target price on Codemasters, Berenberg also reiterated its 'buy' rating on the firm's stock
Source:
https://www.sharecast.com/news/broker-r ... 29779.html

We bought Codemasters at 296p, if the target price of 400p is achieved and we sell then the imutual Cashback Investment Club shall make a profit of +30%, currently up +17% profit. Me, personally, in my humble opinion, I would be happy to bank a profit of +30% and move on.
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