Updated SEG thread (with moderation)

I'd pretty much figured that Overdose was a haistily procured replacement for Roll call and hence have very low expectations. My expectations for Constantine are also tempered, but you never know and it should be enough to give H1 profit.

As long as they add a little to the bottom line I'll be happy, Midway does look like being this years star (other then CGT, which I will take as a given to be a success). I think that essentially all of SEG's profit over the past 3 yrs has come from Conflict, so SEG needs to show the ability to generate hits from new IP. If they come out of this year with another franchise as promising as Conflict, the percieved risk involved in this share will be substantially lessened and I expect a sp in excess of £4 should that be the case.

Currently they are valued with the expectation that CGT will be the only hit of the year IMO

My conservative Dec 2005 estimate is for an sp of £3.80, but if Constantine surprises to the upside, they could easily spike above £6 around June when half yr results are out and showig a profit, Midway is looking good to be another hit and CGT is shaping up to be the most exiting of the series to date!

Good luck to all for 2005!