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“Man with axe to grind against GW makes anti-GW video” isn’t really worth reposting. Let’s not drive clicks toward the Arch-racist please.

Well.

You’re both wrong.

Especially when it comes to a U.K. registered company.

How about OP, as it’s their claim, widens their myopic. A simple comparison to other U.K. stocks would be a decent start.

Whilst vaguely aware of the bits and bobs and ins and outs of the stock market? I’m just about clever enough to know that it’s no one thing, action or inaction. Because the market is far, far more complex than that.

Let’s look at the 5 year performance, shall we? Because that’s not a sad act interwebular edgelord with a frankly baffling axe to grind view on it, eh?

Here’s a link and everhing. Because god help you or OP putting in even the merest modicum of effort to support bogus claims.

Hold on to your undies….

https://www.londonstockexchange.com/stock/GAW/games-workshop-group-plc/company-page

I await your response.

With facts and citations and link and that.

Lionhammer wrote:
I think there is enough worth in his video's and analysis about GW. Not all Warhammer Youtubers talk about those specific items since financial is not their main subject.

The only good Arch video will be a future one where he says he is quitting YouTube. Until then, there is no worth in his output.

FFS Grotsnik I've already addressed that up thread, long term growth on the stock market is situation normal and meaningless unless compared to average growth of the FTSE.

How about links, citations and evidence and such?

You know where it is because you've just been there to find the GAW history.


Automatically Appended Next Post:
I mean, there's a screenshot on the previous page showing the recent share performance, I'm not sure what else you want cited to prove GAW is falling?

You want proof that holding shares long term is generally a good idea?

https://www.investopedia.com/articles/investing/052216/4-benefits-holding-stocks-long-term.asp

A good illustration of this being the FTSE is still up on where it was 5 years ago, even though it dropped through the floor about half way through the period. If you can afford to hold on and ride things out then you're almost certain of a return, that's why all our pension funds have most of our money in stocks and shares.

Whilst vaguely aware of the bits and bobs and ins and outs of the stock market? I’m just about clever enough to know that it’s no one thing, action or inaction. Because the market is far, far more complex than that.

This is also categorically untrue, literally one thing can cause a share value to plummet if the stockholders are sufficiently spooked.

https://www.ii.co.uk/analysis-commentary/whats-troubling-warhammer-firm-games-workshop-ii521405

Seems no-one can use Google either. Nowt to do with fan films or people pretending to boycott.


Automatically Appended Next Post:

 Dysartes wrote:

Lionhammer wrote:
I think there is enough worth in his video's and analysis about GW. Not all Warhammer Youtubers talk about those specific items since financial is not their main subject.

The only good Arch video will be a future one where he says he is quitting YouTube. Until then, there is no worth in his output.

Exalted.

 JohnnyHell wrote:
https://www.ii.co.uk/analysis-commentary/whats-troubling-warhammer-firm-games-workshop-ii521405

Seems no-one can use Google either. Nowt to do with fan films or people pretending to boycott.

Awww, man you spoiled it, although people will at least actually read that one to figure it out, the article I saw had it in the header.

 Azreal13 wrote:

 JohnnyHell wrote:
https://www.ii.co.uk/analysis-commentary/whats-troubling-warhammer-firm-games-workshop-ii521405

Seems no-one can use Google either. Nowt to do with fan films or people pretending to boycott.

Awww, man you spoiled it, although people will at least actually read that one to figure it out, the article I saw had it in the header.

Yeah I went for semi-clickbait title backed up by sensible reportage.

And before any tHaT wAs SePteMbEr! cries… ya seen the world improve any since then? No. It hasn’t.

In the last five years GW has increased its sales and profits massively, the lock downs actually helped this. This growth simply isn't sustainable. For most of its life the annual sales of Gw products has been largely stable with minor fluctuations from year to year.

This isn't interesting to most stock holders. GW's business model is pretty conservative, and most of the changes they've made have been in order to maintain current sales.
The launch of Warhammer plus has not been remotely aggressive. It suggests that gw would be happy with subscriber numbers in the thousands rather than pushing for millions with aggressive promotion and a high level of investment. This is indicative of GW's strategy overall. They make soft bets.

Throw in the recent troubles with shipping, and the lack of supplies of cardboard and plastic and stock holders have every reason to be sceptical.

All of this has pretty much nothing to do with the state of the games.

It's like people continually forget that there is a full on Nurgle invasion in progress, and literally every single part of our global economy and society is not shielded from it.

The whole discussion about falling stock prices for the company is the literal text version of the "On no. Anyway" meme.

It's pertinent because the general trend for FTSE stocks is either flat or up, and, as you say, they're all affected as well.

But the answer is already in the thread as to why this is, and it's nothing to do with their products or customer behaviour.

FTSE 100 Down Steeply? Sharply? Imminent doom for listed companies? A brave new dawn? Sell your Children to get stocks?

https://www.bbc.co.uk/news/topics/c9qdqqkgz27t/ftse-100

TLDR:

FTSE down 2% today. Means nothing in isolation.

GW Shares down? Means nothing in isolation.

A HA!

https://www.bbc.co.uk/news/business-59428927

The system works!

Voss wrote:
But its almost the exact same value it was a year ago!
Shock! Horror! Gasp!

I know this is a joke, but shareholders will in fact be doing this and ringing up the CEO to demand he raises all the prices now by 50 percent or something equally stupid.

 Overread wrote:
Perhaps it might be better to look at the last 5 years instead of the last 1 (which has been an insane period of time for the market in general). GW's stocks are way way way up on what they were 5 years ago even with this dip. Short term investors won't like the dip; long term investors won't really mind.

No company can sustain continual growth of their stock value. Every company will hit limits and level off or even dip and rise a lot over time. Some firms can keep pushing but that's often with massive reinvestment, often in new markets to keep the company always reaching new customers and such. Even then such schemes can backfire as a firm finds itself spread so thin over so many markets at once.

In general terms GW's stock is where it should likely be - high but not constantly rising as their market has a finite point and is a niche; GW has to make big investments to expand that

You have a way more optimistic outlook on how longterm investors act then I do XD

Okay, this off topic but just who is Arch, and what have they done that warrants other from not being allowed to post his or her (youtube) videos?

Caradman Sturnn wrote:
Okay, this off topic but just who is Arch, and what have they done that warrants other from not being allowed to post his or her (youtube) videos?

Enjoy this archive of videos.

Caradman Sturnn wrote:
Okay, this off topic but just who is Arch, and what have they done that warrants other from not being allowed to post his or her (youtube) videos?

a passable yootoober whose personal POV regarding a few thing means any post he gets dragged onto devolves into poop flinging, regardless of actual OP or discussion

Caradman Sturnn wrote:
Okay, this off topic but just who is Arch, and what have they done that warrants other from not being allowed to post his or her (youtube) videos?

Yeah, the no links to Arch videos is a very strange rule. It seems to boil down to him not liking SJWs and "woke" politics, and some people really can't stand that criticism of them. It's less about his content, and more about the discussion that happens around him turning to a dumpster fire.

Caradman Sturnn wrote:
Okay, this off topic but just who is Arch, and what have they done that warrants other from not being allowed to post his or her (youtube) videos?

I'll just leave the link here:
https://www.reddit.com/r/LeftistGamersUnion/comments/gxj3qr/comrades_at_rsigmarxism_have_called_for_aid/

You should be able to follow up on your own if you are further interested. Back to topic

 Azreal13 wrote:

 Overread wrote:
Perhaps it might be better to look at the last 5 years instead of the last 1

Not really, as one or two historic instances aside, the trend of stock market value is upwards, so much like property, if you can afford to sit on stocks long enough, they'll always net you value.

The only way that line has any informational value is if it's plotted against a second line showing the average. I suspect GAW might be largely above it for most of that time, but without that context it is essentially meaningless.


Automatically Appended Next Post:
And, in fact, a quick Google shows that in the last 6m GAW has fallen 24% while the FTSE has grown 4% on average.

This is suggestive, albeit not conclusive, that there are factors around GAW specifically that are independent of wider economic factors.

True, but if you widen your scope and compare GW to the FTSE over the last 5 years, GW is doing incredible well. Like tenfold more growth. So while the general trend of the market is upwards, GW has still being doing incredibly well, much better than most others.

 Albino Squirrel wrote:
It seems to boil down to him not liking SJWs and "woke" politics, and some people really can't stand that criticism of them.

Yes, totally this reductionist take and not at all the fact that he openly associates with white power nationalists, uses racial slurs, openly calls for extreme anti-Islamic measures, etc.

 Fergie0044 wrote:

 Azreal13 wrote:

 Overread wrote:
Perhaps it might be better to look at the last 5 years instead of the last 1

Not really, as one or two historic instances aside, the trend of stock market value is upwards, so much like property, if you can afford to sit on stocks long enough, they'll always net you value.

The only way that line has any informational value is if it's plotted against a second line showing the average. I suspect GAW might be largely above it for most of that time, but without that context it is essentially meaningless.


Automatically Appended Next Post:
And, in fact, a quick Google shows that in the last 6m GAW has fallen 24% while the FTSE has grown 4% on average.

This is suggestive, albeit not conclusive, that there are factors around GAW specifically that are independent of wider economic factors.

True, but if you widen your scope and compare GW to the FTSE over the last 5 years, GW is doing incredible well. Like tenfold more growth. So while the general trend of the market is upwards, GW has still being doing incredibly well, much better than most others.

I had already pretty much said that, but given the downward trend for the last 3 months or so, the market may have decided that that time is over.

Once the figures come out (early January IIRC) then, depending on whether the pessimism in the trading update is reflected in actual performance or not, we may see a reversal in trajectory.

 Albino Squirrel wrote:

Caradman Sturnn wrote:
Okay, this off topic but just who is Arch, and what have they done that warrants other from not being allowed to post his or her (youtube) videos?

Yeah, the no links to Arch videos is a very strange rule. It seems to boil down to him not liking SJWs and "woke" politics, and some people really can't stand that criticism of them. It's less about his content, and more about the discussion that happens around him turning to a dumpster fire.

Yeah, when apologists rush to defend someone who has actively glorified race-based genocide I can see how that discussion would end up as a "dumpster fire". But it's better to joke about genocide that to be "woke" and speak against it, am I right?

Also for the record as this thread is still open I don't think there is any Dakka rule about posting his videos. But there should be.

See what I mean? He really seems to trigger the self-described marxists. Though I'm not sure why anyone should care what they think. They've got to be the move vile segment of the gaming community.

Not sure how objecting to xenophobic racists is self-identifying as Marxist, but everyone has gak takes I guess.

 Platuan4th wrote:
Not sure how objecting to xenophobic racists is self-identifying as Marxist, but everyone has gak takes I guess.

Listen here you marxist-leninist-cyclist, when our good centrist boy Arch says "maybe god does hate yellow people" he's criticizing Taiwanese environmental policites.

With 3D printing they are finished. Time to short GW

Cronch wrote:

 Platuan4th wrote:
Not sure how objecting to xenophobic racists is self-identifying as Marxist, but everyone has gak takes I guess.

Listen here you marxist-leninist-cyclist, when our good centrist boy Arch says "maybe god does hate yellow people" he's criticizing Taiwanese environmental policites.

XD ah the mortal enemy of the Nazis and fascists: socialists of any stripe but most especially communists

warpedpig wrote:
With 3D printing they are finished. Time to short GW

Sorry but 3D printers are great and all but most of them still look like dog gak compared to moulded plastic.

I know people weirdly want to see GW fail but it's not going to happen right now.

Also how is it that there's plenty of people don't post on this forum but as soon as they get a chance to defend some weird Nazi geek they flock to it like flies round gak?

 Olthannon wrote:

warpedpig wrote:
With 3D printing they are finished. Time to short GW

Sorry but 3D printers are great and all but most of them still look like dog gak compared to moulded plastic.

I know people weirdly want to see GW fail but it's not going to happen right now.

3D printing can make some astounding models. However its not as simple as plug and play tech. Heck resin is really not suitable for unsupervised kids to work with (chemical burns anyone?). It's fantastic, honestly amazing technology, but right now I don't see it replacing GW any time soon. Heck a good quality 3D printer, plus resin, plus all the other stuff you need can set you back easily the cost of getting a good start with a full plastic GW army.