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****in **** company
pity the ******* sp never stays up cliveas
All shaping up nicely with confirmation competing in next years world cup!
Strong news period hopefully from now on.
GL.
Couple of delayed bulky (relatively) buys today
Koti69/jchaplin -
Based on Guild's Aug 2021 RNS ("One Million Owned Audience"), they defined "owned" as follows:
"...an aggregate 'owned-audience' of more than one million across all social channels ... The owned audience figure covers the total number of Guild's fans who actively subscribe to or consume content produced directly by the Company. As of August 6th, 2021, the owned audience amounted to 1,013,305 across Facebook, Twitter, Instagram, YouTube, Tik Tok, Twitch, LinkedIn and CRM. This compares with 160,000 followers as at 31 March 2021, representing an increase of approximately 533% over the past five months, making Guild one of the fastest growing esports organisations in the world. At the time of the Company's IPO on 2nd October 2020, the audience was 47,320."
https://www.lse.co.uk/rns/GILD/one-million-owned-audience-milestone-rpy06oap777o4vk.html
In the same RNS, they also acknowledge their "network audience" as follows:
"The Company has also seen strong growth in its overall "network audience" which currently totals 16,032,546 million, up from approximately 8 million followers as at 31 March 2021. The network audience covers the Guild followers reached through the combined platforms of Guild's pro players and content creators. These figures exclude followers reached through David Beckham, the Company's brand ambassador and shareholder, whose social media following is in excess of 125 million."
As you can see, the Owned Audience excludes both David Beckham and the audience of their Players/Creators.
So again, let's do the math with their publicly available "Owned" channels as of 7 Dec 2023:
Youtube = 32.9K
Instagram = 58.3K
Twitter/X = 121.8K
Twitch = 25.3K
Facebook = 743K
LinkedIn = 9K
Tiktok = 94K
GRAND TOTAL = 1,084,300
Terrifyingly, that's only a + 70,995 increase since that glowing Aug'21 RNS:
"As of August 6th, 2021, the owned audience amounted to 1,013,305 across Facebook, Twitter, Instagram, YouTube, Tik Tok, Twitch, LinkedIn and CRM."
This is all information hiding in plain sight, and all of the IR focus has been on revenue (as it should be), but nobody has been bothering to track their social media figures/claims.
If you go all the way back to Guild's Prospectus (Oct'20), it's laid out here:
"As at 9 September 2020 the Company has 15,350 registered fans who have signed up to its membership fan club. The Company expects to have around 1,000,000 registered fans, and a global audience (individuals who have watched one or more of the Company’s teams in competition on at least one occasion) of around 10,000,000, by the end of the first twelve months following launch."
https://static1.squarespace.com/static/619bb5e77784bc48f0fd2841/t/62165c26e1181e0ace60f0be/1645632555502/prospectus.pdf
Based on Guild's projections, I would estimate their Year 2 Owned Audience target would be 1.8M-2.5M and their Year 3 Owned Audience target at 3-4M. But here we are, still sitting at 1,084,
Would they count in any additional followers David Beckham as acquired?
Very very good
I think when guild sign a player it considers their social reach to be owned by them. They change their names to Guild Chico for example and apply Guild marketing to profile banners. Guild Eagles have 38k followers and then the individual players have their own social media followers, just for example. 1.7million seems a lot but if you went through all the different guild related branches it may well be feasible
Note the part we will hear who our investor is soon - well before January
NEW SKY MANDATE FOR GUILD STUDIOS
Tennyson Securities, Technology Research
7 December 2023
UK-listed esports group, Guild Esports has announced a new mandate from Sky Broadband for its production & creative arm, Guild Studios, as the same unit passes the milestone of having generated over $1.1 million in revenues since its creation at the start of 2023. Guild Studios has already delivered campaigns for consumer brands such as Samsung, Coca-Cola, Subway and the blood cancer charity, Anthony Nolan. For Sky Broadband, Guild Studios has been named the Official Activation Partner for 2024, and its exclusive mandate covers a suite of services such as production & design, creative and project management throughout the first half of the year. The early success of Guild Studios is a key part of the company’s strategy to exploit a variety of esports-related revenue streams beyond its core sponsorship income. The unit partners with clients on targeted campaigns which connect with the hard-to-reach Gen Z and Gen Alpha demographic groups that are interested in gaming-related content.
The new mandate with Sky also further deepens the company’s most important client relationship. Along with its original record-breaking sponsorship deal with Sky Broadband, Guild was recently appointed Official Television Partner by Sky Glass, Sky’s smart TV & streaming unit, Sky invested a “six figure sum” in the refurbishment of the entire Sky Guild Gaming Centre in Shoreditch, and Guild collaborated with Sky on launching a livestreamed Street Fighter tournament earlier this quarter. Following the recent announcement of a £1m investment from a new strategic partner (of which £500K has been invested so far), management said it would announce more details on the investor and the plans for the commercial partnership between the two parties before the final scheduled payment in January. However, it expects ‘significant synergies’ to arise from the deal. Funds raised will be used both for working capital and to accelerate expansion plans in the Middle East & North Africa region, where the Saudi authorities recently unveiled the eSports World Cup, which is expected to carry the largest prize pool in esports history when it is launched.
Cliveas, let's avoid the name-calling and examine the facts. Guild just announced an increase of 1.7 million in social followers yet all of the publicly available data completely contradicts the statement. You don't find that to be odd? If you have data that proves their claim, please enlighten me.
Bitter ! Lost money so upset !
Big news coming
I believe a regulated RNS than a bitter poster but it is obvious to anyone ( 🤣) with sky on board the only way is up surely?
Or can you explain why it is cr*p?
GL.
This is a highly dubious RNS.
1) "Guild Studios has delivered campaigns and activations for high profile brands including Samsung UK, Coca-Cola, Sky Broadband, Subway"
This is 100% Guild's existing partner base and therefore can only read semantically as a win. The point of a studio spinoff is to bring in additional or incremental business, meaning sponsors other than the above. There is not one single example listed, which doesn't look like progress. And despite the original RNS' wording, my guess is this 1.1M (USD btw) is part of the overall brand deals.
2) "The success of Guild Studios has been additionally responsible for a significant increase in Guild's social media engagement in 2023... Guild's number of followers across its owned and operated channels has increased by 1.7 million in H2 2023 and remains on an upward trajectory."
This is a blatant lie. All of Guild's social figures are publicly available, so I don't know why they would tout such a thing. After taking a look at all of Guild's channels, their aggregate followership is roughly flat YoY (Dec22-Dec23).
IG = +1800 (flat)
Twitter/X = +1000 (flat)
Twitch = +2000 (flat)
Facebook = -10000 (a huge decrease)
Tiktok = +15000 (a healthy increase)
Youtube = +2800 (flat)
Total 12-Month Aggregate Followership = +12600
What is going on here???
This is good news indeed. Generating money rather than solely through sponsorships / partnerships.
Hopefully we're on the way up. It's been a while since we've had 0.8p.
Teams seem to be performing better and the strategy seems to align better as well with a longer term plan.
Watch this is the start !
Major news coming
Fantastic news.
Nice, all the ducks lining up.
Share price onwards and upwards.
Fantastic that they are bringing in revenue
So now Guild Studios is delivering revenue of 1.1m dollars alongside the sponsorship monies!
This is great and surely must alert the market to the potential here.
Going from strength to strength teams winning and cash rolling in!
Time the mcap caught up!
GL.
Guild never maintains its gains
Agree Tom. Seems like a Big Shoe is about to drop. Guilds Newsletter was interesting yesterday. Gaming Centre and Beckham highlighted again on Sky TV. Plus other Stuff re tourney wins etc.
For the eagles
Have you seen their following?? Absolutely huge
All bodes well for the "brand" and "sponsors"
Feel like something big is about to drop
positioned nicely
No drop finished level.
GL.
You dont know what the 37k's were so disguarding them there was over 6k of selling v buying. Hence the drop
Some big money getting in before news!
GL.