Member Info for GLR1990

Stunning company!

https://contents.xj-storage.jp/xcontents/56980/53452431/a3d8/42d8/a8e6/9858ac48bd28/140120240524506324.pdf

Looks like 3 plant locations in Japan

Also check their financials, is that £31m cash in the bank!?

Much more like it today

A reputable company trading on the Tokyo Stock Exchange, with global distribution channels and established metal waste supply in the auto space.

Answers a lot of questions such as where is supply coming from, what volume and who can we supply it to.

Could establish a NdFeB magnet facility in partnership with EnviPro in Japan. Would be a great revenue stream.

Wow it only took them 2 years to identify Songwe as a quick win project? Progress

In better news, as per last update, the timeline for commissioning the long loop plant is H1 so we should get some positive developments this month.

Yep not many teams qualified, if any at the moment?

RS1

FIFA

Fortnite

Will likely be the three teams they enter, which means they will have to finish in the top 8 in 2/3 to even qualify for the RWC championship prize pool

At the moment looking very bad, an opportunity that they could not take advantage of, if you cannot be successful during a $60m USD world cup then one would have to conclude the industry truly is dire for UK Esports.

Two more days to sign players for the EWC before the registration period closes

Very true, they were going to take 75% to build out the asset

I do wonder who would take the asset now... Nobles decision to take equity has always been a very strange one for me (no point speculating but makes strategic sense for other reasons...)

If the mining assets dont cost much going forward, which we have been told they shouldn't then agree perhaps they will sit idle until more favourable terms or landscape exists

I am just not 100% certain management would turn down what we would deem a low ball offer at this stage, to offload the asset.

Silver maybe you should take a look at the new presentation, released on the website today

They certainly don't seem to be focussing on Songwe, with 4-5 slides at the very end of the presentation

Or are you on about the part where I said MKA does not have time for Malawi? Did you read the strategic review RNS? Now the presentation barely focusses on the asset?

Name one small mining company that has been a major success in Malawi in the last five years?

12 years is the past, they had $15m USD from Talaxis, all exploration and DFS. Now its time for actual talks, aka how much royalties the govt will get, what percentage they will own, how much will go to X and Y... No MDA 2 years this June.

Good to see a former minister stating the obvious, that the mining projects need to be moved with haste and the minister also saying focus will be on these projects, albeit it is too little too late.

I suspect once the strategic review is complete, Songwe will officially enter an FSP in which we will ultimately sell the asset, perhaps to someone with a bigger financial presence, or a strategic nation (or not)

MKA does not have time for Songwe, we are too focussed on the recycling technology which is the ultimate prize, Malawi is not a place for small mining companies with little experience or history, the country has enough financial pressures and concerns for a minnow like MKA to be operating there with no support or backing. Look what happened to HZM. Unless governments want to fund on extremely favourable terms, sell and move on!

What is quite cool, by sheer luck fortune or skill, IF somehow GILD won Fortnite, FIFA and lets say Rennsport - then irrelevant of points they would have three title wins under their belt, even if one of the larger Esports teams won 2 events and finished 2nd in every other event, and had more points than GILD, we would take home the $7m USD. So quality over quantity is also a factor.

Not that anybody cares but details for the EWC have been released

Participation requirement - A Club needs to reach the top 8 in at least two competitions to be eligible to participate in the Club Championship.

Winning requirement - A Club needs to reach first place in at least one competition to be eligible to win the Club Championship and become the best Club in the world. In the case that the Club with the most points has not achieved this, first place will go to the Club that has accrued the most points whilst meeting this requirement.

Alongside this, it’s worth noting that Clubs can only earn points for participants that were publicly stated as part of the organization before the deadline at 23:59 AST on Friday May 31 2024. This includes competitions where the qualification or invitation occurs after that date

Points Breakdown

All competitions in the Esports World Cup offer the same number of points, rewarding Clubs that consistently perform at the highest level across the board. More Clubs competing in more game titles means more competition and many more unforgettable moments in esports history.

1st 1000 2nd 600 3rd 350 4th 200 5th 110 6th 70 7th 40 8th 20

With $20,000,000 up for grabs for the 16 most successful Clubs, all will have their eye on the grand prize of $7,000,000

2nd $4m USD 3rd $2m 4th $1.5m 5th $1.25m 6th $1m 7th $800K 8th $600K 9th $450K 10th $350K (11th-16th $250/150K)

Not a fan of the prize money allocation, I think they should have dropped the $7m GP to $5m and second place to $3m and bumped up the rest of the placement money

#GILD needs to finish in the top 10 to make any significant money

Although we are very good at FIFA, Fortnite and Rennsport

We are OK at Tekken and Street Fighter

Deadline for EWC players is 31st May so expect GILD to make more RNS signings before then (I Hope!!) we need to be in as many tournaments as we can

Couple nice buys today

Market starting to take notice, if we can land a sponsor pre-WC that would blow the doors off

Not much love for the #GILD at the moment but suspect it will come

Really shocked the EWC has not got wider attention yet, just a couple of us and the tumbleweeds (unless we are the tumbleweeds?)

I've seen stocks with much less going for them do 200% on news and anticipation like what GILD is offering, LVCG anyone recall when that did nearly 500% on a KPOP concert? MOS did quite a bit as well at one stage, not to put GILD in the same boat but the potential here is enormous and yet the market still ignores it.

Cash perhaps? We haven't raised much but I am sure we need to do at least one more strategic raise of some sort

What happened to the 00Nation 'commercial agreement'

MIddle east investment of £250K seems to be paying off either way

Yep looks like a buyer is taking out a seller, although why it is across multiple trades I am not sure... you would think they would just do it all as one large transaction. Perhaps the seller was/is trying to crash the price, so the buyer is sitting on the book taking up the stock. I doubt they are working in co-operation but could be wrong.

Excuse my swing from $ to £ there, point stands!

It's a massive swing Snow and I think the industry has realised that as e-sports grow and these organisers / sponsors get a huge ROI, the clubs need a good percentage of it to survive. The collapse of FAZE from a $1bn valuation to Zero at the end of 2023 really highlighted this and told the industry, pay the clubs or e-sports will plateau.

The increase of the WC CLUB prize money from $5m to $20m this year shows that the industry is moving more towards club prize money, which could be monumental.

A couple years back Guild won the FCNS finals in which the player prize money was $1m, just last year Guilds total PLAYER prize money was $1.2m USD, in which they only made about $126K because most of this rightly so goes to the players. If these tournaments start matching player money with club money, or dare I say even more (like the sim racing tournament) then that $1.2m PLAYER prize money also becomes an additional £1.2m club prize money, which would be very high margin and almost like a $1m USD cash injection for GILD simply out of their existing operations.

As I have said investing in esports clubs is very risky, but at £1.5m cap theres no better RvR play out there on any stock exchange IMO. Of course it could go to zero, but that's the chance I take. DYOR not investment advice.

Really is make or break for Guild in the next 3 months, I took some stock last week for another go

https://www.prnewswire.com/news-releases/esports-world-cup-to-feature-record-breaking-prize-pool-of-more-than-60-million-302118030.html#:~:text=The%20Club%20Championship%2C%20an%20innovative,they%20want%20to%20compete%20in.

This really is an incredible opportunity for GILD, however the company needs to be more transparent with investors. A presentation perhaps to explain how they are going to approach the Esports World Cup

- $20m club money on the line (this isn't player prize money, $45m for that, this is club money aka high margin cash in the bank)

- Distributed to the top 16 Esports teams at the WC based on performance for the first time ever

- One club will be crowned champion of the world (sponsor money would be massive for this)

There are 19 titles at the WC, I am not sure how many GULD have qualified for or been invited to. Looks like they failed to qualify for CS2

They are quite strong in Street Fighter, Fortnite and FIFA (which are three of the titles) however to get into the top 16 you'd think they will need to win all three of those which would likely put them in the top 5-10) even with no points from other platforms

As I've said, this event should be heavily backed by sponsors and if it is a recurring yearly event then it truly is a game changer for e-sports, lets hope its a very profitable event for all.

As for GILD, investor presentation needed in the coming weeks.

Not invested but id argue the dividend is much better than buying shares back (which I am never a fan of but that's just me)

By issuing a dividend the SP should in theory drop 1p on dividend day, then retail investors will come along and say 'wow £3m cap for this stock, ill have some of that' yet at £5m cap and with the cash they are not interested. It makes no sense but wait until that dividend goes in I bet this is trading 2p+ shortly after even post dividend.

It happened with BRH, they offered a 45p dividend (or was it 43p) the SP was 55p dropped to 12p which is fair, then the market rallied it back up. Those were crazy times but I suspect it will happen again here. Watching for entry.

Also known as N’Djili International Airport and Kinshasa International Airport, the facility serves Kinshasa, the capital city of the Democratic Republic of Congo. Featuring a 1 million passengers capacity terminal and a 4,700 meters concrete surface runway, the airport is the largest of the four international airports in the country.

Also Read: Plans underway for construction of “New Mole Port” in Republic of the Congo

Owing to expansion and modernization projects, the airport’s capacity will increase fourfold. The scope of the project includes the construction of a new terminal 4 times larger than the current one. Equipped with six gangways, three of which are for large aircraft, the new terminal will have a capacity of 42,000 square meters.

$1.2bn! (sorry!)

Thanks Mike, I thought there were more international airports but I was getting confused with Domestic

So the following four: Kinshasa N'djili, Goma, Lubumbashi Luano and Kisangani.

Plus one of these domestic ones:

Mbuji-Mayi, Bukavu, Kananga, Kinshasa N'dolo, Mbandaka, Bandundu, Bunia, Gemena, Isiro, Kalemie, Kindu, Kolwezi, Lodja, Mwanda, Gbadolite, Tshikapa.

Its super interesting because Kinshasa N'djili is going under significant $12bn USD expansion from a Turkish construction company.