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T D. · 2024-01-13T17:50:42.566075Z

Hallo in die Runde, ich suche Input zu CD Project Red. Zurzeit analysiere ich $CDR und überlege nachzukaufen. Habt ihr spontane Einfälle und Gedanken zur Aktie? Ich würde den Input aufgreifen und in ein paar Tagen meine Analyse hier veröffentlichen und gerne mit euch besprechen :)

T D.

@T-Dax

1Año·

Hello everyone, I'm looking for input on CD Project Red.

I am currently analyzing $CDR (-2,79 %) and thinking about buying more. Do you have any spontaneous ideas and thoughts on the share? I would take up the input and publish my analysis here in a few days and would be happy to discuss it with you :)

5 Comentarios

Enrique@Dividenden_Monteur

1Año

The Witcher is dead, Henry Cavill should never have been abandoned.

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CashDividendGamer@CashDividendGamer

1Año

@Der_Dividenden_Monteur 🎶 Toss a coin to your witcher 🎶

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Phil@thesavagephil

1Año

The development of the new Witcher part will of course be closely monitored.
My guess is that the wave of euphoria will prompt some people to buy in due course.
Both positive and negative news will ensure that the share price moves in the right direction.

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Tom@FresherAlman

11Lun

I think the witcher 4 will sell 30 million copies on release at 80€ each = 2.4 billion sales. Previous margins were about 60% with the own engine, since this time the unreal engine is used, I think the margin will be lower, if we assume 40%, 960 million profit remains from the release alone. Current market cap of cd projekt: 2.3 billion. everything is still a dream of the future, in the long term the investment will pay off I think. I am currently holding 200 shares at €25.80.

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T D.@T-Dax

11Lun

@FresherAlman Despite my bullish sentiment, this is too ambitious in my opinion. I forecast release figures similar to Cyberpunk. Conservative. What's exciting is the sheer number of games that will be released in the next decade. 3x Witcher within about 6 years, 1x Cyberpunk 2 and 1x a new IP alongside other, smaller projects like Sirius or the Witcher 3 remake. In this respect, I don't think it's a bad thing if it doesn't reach 30 million sales at release. About half that would be great.

Regarding the margins... that's not true. There has never been a 60% margin in recent years. The highest margin was in 2020 with almost 54%. The average seems to be a little over 30%, which probably also has to do with the necessary bug-fixing of Cyberpunk. I also think that the margin will decrease. Conservatively, assuming that not everything goes smoothly with the new games either, maybe 23%.

Even with this, admittedly very cautious, outlook, I still think it is completely undervalued. What makes the share so attractive are the many releases from 2026 onwards.

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