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#KWS Keywords Studios
Thoughts after the Trading Update
Aug 9
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Insider Ideas
4
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#KWS Keywords Studios
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July 2023
*Corrected* #KWS Keywords Studios
The world leader (by far) in outsourced services for the video game sector. Access to several layers of structural growth, at a discounted valuation…
Jul 27
3
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*Corrected* #KWS Keywords Studios
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#KWS Keywords Studios
The world leader (by far) in outsourced services for the video game sector. Access to several layers of structural growth, at a discounted valuation…
Jul 25
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Insider Ideas
3
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#KWS Keywords Studios
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Free Post - Sony Group, 6758 JP
Japan's leading technology player, still under-appreciated on the global stage
Jul 3
5
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Free Post - Sony Group, 6758 JP
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June 2023
#OCDO Ocado - 567p- Update note following bid rumours
Update on the most recent events We started posting on Twitter about Ocado on 12 June after some interesting price and volume action. Please follow our…
Jun 22
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Insider Ideas
2
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#OCDO Ocado - 567p- Update note following bid rumours
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May 2023
#SUP Supreme Plc - 110p
Founder-led group selling FMCGs at budget prices, via discount retailers & supermarkets. Grows organically and via acquisition. UK govt support for…
May 23
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Insider Ideas
2
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#SUP Supreme Plc - 110p
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#FDEV- Frontier Developments
Highly regarded game studio trading at significant valuation discount to peers following a series of setbacks and a collapse of margins.
May 2
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Insider Ideas
2
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#FDEV- Frontier Developments
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March 2023
#FEVR Fever-Tree - is this a GLOBAL consumer blue-chip in the making?
High quality, founder-led growth company facing temporary challenges that mask the important progress being made overseas and in new products
Mar 29
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Insider Ideas
2
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#FEVR Fever-Tree - is this a GLOBAL consumer blue-chip in the making?
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Introducing a paid tier for Insider Ideas
We would like to extend a huge ‘Thank You’ to all of our subscribers for showing support for our content. After circa 50 blog posts and many more…
Mar 27
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Insider Ideas
2
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Introducing a paid tier for Insider Ideas
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2
Elemental Altus Royalties (ELE)- follow up on this gold royalty name given improving macro backdrop for gold
Some recent interviews with CEO Fred Bell
Mar 20
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Insider Ideas
2
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Elemental Altus Royalties (ELE)- follow up on this gold royalty name given improving macro backdrop for gold
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#AML Aston Martin Lagonda - is the multi year recovery starting? Lawrence Stroll could be the man to make it happen...
Heavy buying from insiders and strategically powerful investors
Mar 6
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Insider Ideas
2
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#AML Aston Martin Lagonda - is the multi year recovery starting? Lawrence Stroll could be the man to make it happen...
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February 2023
#TRR Trident Royalties (MC $203m @ 58p) - Thacker Pass project moves to construction, est $55m annual royalty at full phase 2 production at…
Flurry of insider buys since our last blogpost in Nov 2022
Feb 8
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Insider Ideas
1
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#TRR Trident Royalties (MC $203m @ 58p) - Thacker Pass project moves to construction, est $55m annual royalty at full phase 2 production at current Lithium prices
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