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CDPROJEKT is still getting shorted but it's a great dealThe company reported solid results including high sales of Witcher 3 in 2020, likely related to the popularity of Netflix series and more Witcher games will be released in 2021 (The Witcher Monster Slayer, Next-Gen Update). The company continues to very actively release patches for Cyberpunk 2077, where HOTFIX 1.21 fixed most of the major outstanding issues (source: www.cyberpunk.net). Lack of rebound of the CDPROJEKT stock price after dividend announcement is likely result of short positions by: 1 Egerton Capital (UK) LLP 2 Marshall Wace LLP 3 Eminence Capital, LP 4 Citadel Advisors LLC Source: rss.knf.gov.pl Commencement of buyback of company shares will probably soon follow. Given the solid 2020 results with fantastic net profitability, solid pipeline of game releases in 2021, great progress in fixing Cyberpunk 2077, this stock look like a great bargain.
GPW:CDRLong
by bialoglowy
1
CD Projekt - Long + 45%Is CD Project the Phoenix among stocks? CD Project (the Polish game developer) has become known in the past especially for The Witcher games. But since December 2020, the share has been falling steadily further and further. This is mainly due to the release debacle of cyberpunk 2077. Actually, this game was supposed to be revolutionary and break all records. The hype within the community was almost boundless. However, the game has been struggling with partly serious technical problems since its release. In addition, the company was also the victim of a hacker attack. Despite the many complaints, CD Project has already made a considerable amount of money with CP2077. Especially the figures of the Annual Report of 2020 anything but bad. Nevertheless, the damage to the company's image seems devastating. The share price doesn't seem to find a bottom at the moment, making it difficult to locate a suitable entry point. In the short term, I would therefore advise against an entry. In the long term, however, a suitable entry point for a first purchase could come soon. The Witcher games, in particular, are still selling particularly well years after release and are steadily bringing in money. Potential investors should therefore continue to follow the development of the game and accordingly wait for a suitable entry point.
GPW:CDRLong
by Swiss_Stock_Picker
1
Long Term min. 60% profit opportunity in CDPROJEKTDO YOU OWN RESEACH, THIS IS NOT FINANCIAL ADVICE ONLY MY OPINIONS: Price of CDR has significantly dropped since launch of Cyberpunk ~64%. Financial status of company is very good, they have GOG.com as cashcow and even sold Witcher again after Netflix serial so many years witcher will continue to sell (new RTX version is coming) I am sure they are already working on Witcher 4 You can see in their last presentation about how they will improve project magement and quality management that they will share the same works (sharing resources, game mechanics, core assets, work flows, algoritms etc.) btw Witcher and Cyberpunk. In my opinon this is a good long term signal as for me their mistake in cyberpunk is bad project and quality management for such huge scope of work and improper allocation of resources and prioritization (they allocated too much for art work instead of core mechanics) among so many features it looks like they are searching for "root causes" and implementing long term solutions)They don't hide they are working on witcher but only announced the enchanced graphics version for RTX. Everyone was worried about Cyberpunk refunds it looks like 500k copy (cdprojekt claim less but they count only their own, you should add xbox and other pratform refunds). But compared to 14M copy sold, 0.5 M refund is ok for me :) They have allocated 51M $ for all refunds in their budget, for a undervaluated 5B company 50M is nothing in my opinion. It looks like cyberpunk did not financial hurt the company but lost huge reputation. So the price driving factor will be not technicals but rumors and news. Cyberpunk news are contnuing and it looks like PR is very active, soon a good news can break the price upwards. They dont give up the game, they are fixing and releasing new DLCs, I believe the next price breakout will be when cyberpunk will be accepted back to playstore and there are rumors about offering dividend (a lot of selling disappointed polish people are in goverments old people with less technology knowledge and dividend yield can be a good carrot for them, for me dividend is not an attactive (5% profit divident profit compared to potential 64% price increase). As soon as rumors about witcher 4 price will skyrocket. But in their last presentation they said Cyberpunk hype was their mistake to increase expectations too much so next time they will not announce games too early. Means better buy now at the dip sell when playstore accepts cyberpunk back and then repeat the next dip and sell when witcher 3 RTX and 4 is announced :) But eventually current price point is good ffor long term investment and even some short term "buy the rumor sell the news" possibilities. (look at recent price jump to 240 :) people are waiting for a small sparkle of hope :) They also have some other games coming (VR, gwent card game etc.) but they will not have such dramatic impact like Witcher and Cyberpunk (they are already and will be cult titles like lord of the rings, dragonlance, dungean and dragons, warhammer and live many many years to come). Ok, cyberpunk player numbers look declining but in their latest patch people noticed in game files some potential new content for new dlcs (CDR already announced but no dates and names given), they already support mods (like GTA 5 so players will continue to experiment the game and amazing nightcity content) and there is a core player base from Cyberpunk lore.
GPW:CDR
by Fantasmagorya
3
CD PROJEKT RED - Long-term analysisHi everyone, I did some research about CDR, lets talk about current situation with this company As you know, dump is caused by: -Cyberpunk 2077 fail -Hacker attack Why do i think this stock will be bullish in (distant) future: 1) CDR bought Digital Scapes - gives possibility to work better with Americans 2) Respected by many famous people like Elon Musk (CDR has also 1M followers on twitter ) 3) Good marketing - trailers etc. 4) It cant be worse - in my opinion there cant be next dump, this company had too many fails in a short term. With each announcement of an upcoming game, the stock price goes up I think its a good investment if you want to earn around 80% more without stress
GPW:CDRLong
by UnknownUnicorn15216778
3
CD Projekt hits support and trails backCD Projekt hits support after bearish sentiment about the strategy for upcoming year and starts to trail back. 1.2 patch release was welcomed warmly on PC. The patch release on Stadia and Sony will be a turning point in Sony's decision whether to allow Cyberpunk back on their game store. In conjunction with t he upcoming Earnings Call, free add-ons to Cyberpunk and plans about Witcher 3 should help revert the downward trend. I am bullish long term in company's ability to regain trust of shareholders (6 months +) Entertainment purposes only.
GPW:CDRLong
by blazejmax