Plus: 🔌 Why FAST is racing ahead in EV charging
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Hey Investor, This week’s picks cover: 🏰 Why Games Workshop Group could rival Star Wars' intellectual property. 👮♂️ How Securitas is leaning into AI in the labor-heavy security industry. 🔌 Why Fastned’s position in EV charging is a cut above the rest. |
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For the Emperor: Why Games Workshop Could Be a Star Investment |
Amazon’s partnership could take Warhammer’s rich IP to a global mainstream audience. Strong financials, a loyal fanbase, and 15+ upcoming games position it to rival Star Wars over the long term. |
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~0.1% overvalued vs current price |
Based on ~7.5% p.a. Revenue growth for 5 years | | |
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💡 Why we like it: This narrative makes a persuasive case for Games Workshop as more than a niche hobbyist brand. It positions it as an under-the-radar IP powerhouse with Disney-level potential. The parallels to Star Wars are compelling, and the blend of financial discipline with expanding media ambitions suggest it has great potential. |
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Securitas will boost margins with AI and tech-driven services |
AI and tech integration will improve efficiency and expand margins across its operations. Growth in electronic security and emerging markets provides both mid-term upside and long-term potential. |
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~44.5% undervalued vs current price |
Based on ~7% p.a. Revenue growth for 5 years |
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💡 Why we like it: Unike captures the turning point for Securitas as it evolves from a labor-heavy guarding business into a tech-driven security leader. The focus on AI, autonomous solutions, and electronic security highlights clear margin expansion potential, while recognizing risks like wage inflation and competitive pressure. It’s a balanced thesis that frames Securitas’ transformation as a necessity and an opportunity. |
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A Leader in EV Charging with Growth Potential |
Fastned’s high-traffic location strategy drives strong sales per site and efficient network utilization, while its vertically integrated model supports margin expansion and superior customer satisfaction. Scaling to 1,000 stations by 2030 underpins significant revenue growth and reinforces its position as a market leader. |
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~20.9% undervalued vs current price |
Based on ~68% p.a. Revenue growth for 5 years |
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💡 Why we like it: It highlights a rare mix of scalability, operational excellence, and sustainability. Fastned’s high-traffic location strategy and vertically integrated model set it apart in a crowded EV charging market. The financial trajectory behind revenue growth and margin expansion provide confidence. Plus we love the context from the images! |
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| This email is from Simply Wall Street Pty Ltd
Level 5, 320 Pitt St Sydney 2000, NSW, Australia. Simply Wall St has no position in the company(s) mentioned. These narratives are general in nature and explore scenarios and estimates created by the authors. These narratives do not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company’s future performance and are exploratory in the ideas they cover. The fair value estimates are for informational purposes only and do not constitute a recommendation to buy or sell any stock. They do not take into account your objectives or financial situation. Note that the author’s analysis may not factor in the latest price-sensitive company announcements or qualitative material.
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