Member Info for GLR1990

Personally dont think it will be a sponsor, although would be a very cool way to announce it (however would be material news therefore would have to be announced to shareholders immediately, therefore cannot be a sponsor IMHO)

Could be a player signing... but again is that too material to hold away from the market? Maybe not

Could be a venture into a new game

I was thinking a new merch line but that's not something to countdown for and most would be dissapointed with that, I can't see guild doing that so guessing it will be something big and exciting but it cannot be material otherwise would need to be announced immediately, therefore I am going with
1. Player Signing
2. Venture into a new game/tournament
3. Partnership with a social media influencer etc. (something along those lines)

Id be happy with a combination of 1 and 2

Agree AMG very professional, powerful and well written RNS

Also received written confirmation that the ~£m from the DHSC had been cleared for release in January 2021

They still seem to be confident pushing the ABC19 test globally, although no orders as of yet contradicts their optimism

OFC rev is vanity profit is sanity, and I would expect profits to be minimal if any
But, NAPSTER has a solid brand, and it would be good if it made a comeback with a VR angle inc. tickets to live sold out shows etc.
Shame ~60% of the revenue is B2B I believe, as this isn't the target base for the MVR app, but even if a small % of the Napster users take up the live shows / VR platform, then the deal will be good for NAPS/MVR

(Sorry feels weird talking about the MVR app but calling it NAPS then referring to Napster...)

They've missed every boat but one, the titanic

However, when they finally do release the intergrated MVR+NAPSTER app, and report revenues of more than $100m, the Q is can they then grow this to a wider audience, and I think they can

So, from here, I think you could do quite well
Not advice DYOR

Personally dont think we will see mass antibody testing, at least not on a nationwide scale

Poorer countries also dont have the resource, its not just the tests but administering them and reporting the results

I do think many countries will conduct a sample study however, for numerous reasons - this could/should result in orders of ~500K to 1m units for ABDX in due course, which at this market cap, is very substantial

Small update from Avacta today that first shipments have begun

No figures but they do mention 'manufacture scale up' and talk about multiple large orders pending

Could it finally be our month???

Many thanks, you are correct

May explain the rebound today then, they are clearly not as many assume, offloading

Tempted to add more, will keep watching - fully confident this will have a superb 2022

The brand will carry a significant amount of value

Where are you getting 12.3% from is that an assumption?

They also reduced their holding early July didn't they?

200m more shares today, is that the last of it? If they do keep a significant holding of course that would be great going forward, but from the holdings RNS early July I am not sure they will keep all of these conversions, lets see

ready to top up at ~1p if the opp presents itself, if not happy holding for the long term from here out

Hopefully getting near to the bottom now, £2m to be converted and that is that

We've seen this can move (1.2p to 1.6p recently) I think N+G will take it down close to 1.08p in which case I will average down, at least the company is funded for those getting in at this horrendous price

Post volatility in theory this should start to recover, with Naps and VR integration and a bucket load of bought revenues, there should in theory be a solid 6-12 month window of good news

I'd be a buyer close to 1.08p (in my case, averaging down from 1.5p)

Not advice of course

***Note

I have actually *assumed* the revenue on these lists is 'Per Annum' and not total
https://www.forbes.com/sites/christinasettimi/2020/12/05/the-most-valuable-esports-companies-2020/?sh=2068346173d0

Surely it is PA?

Some interesting valuations on here
https://www.forbes.com/sites/christinasettimi/2020/12/05/the-most-valuable-esports-companies-2020/?sh=2068346173d0

I would actually like to see us book some more revenue before listing, £7.5m sponsor over the next 3 years is good plus whatever we make from merch, subs and player sales / prize money, however dividing the sponsorships by 3 that is only ~$3.5m PA for a company that is currently valued at ~$50m USD (£36m as of today)

There is clearly room for more sponsorships and we will likely see more announced shortly however what total will this bring in our total revenue PA to?

The bottom 3 on this list have revenues between $15 and $20m PA and are valued currently between 3-4x our market cap, our revenues is about 4x less than these, so simply looking at revenues (and not margins, brand etc., which I am aware is only scratching the service) we dont appear to be at the moment undervalued or over-valued

Of course, the upside comes from the following unknowns
- Wat further sponsors will we book and what will be our final Y/E booked/contracted revenue from sponsorships
- How much will the merch contribute (surely not £1m as they first anticipated?)
- How many subs have they signed up
- Y/E prize money and player sales (likely to be low)

Anyway, simply put
If we can book ~$15m in total revenues over the next 3 years I think, with £14.4m in cash, we are on solid footing - although id love to see anything north of $20m USD over the next 3 years+ as I really think that could see us easily trading double digits and I hope the team has enough in the tank to get to this figure in the next 4-5 months

Email on Twitter doing the rounds that AVCT have already shipped and sold a large order to BioServe UK (large could be hundreds or thousands of course, all relative)

Hopefully we manufactured them and not GAD et al.

Interesting TTP

I think it would fit well, and help both businesses, not many people over here in europe watch MLS, with InterMiami as the main E-Sports sponsor it would drive a lot of younger audiences and global audiences to the MLS, whilst also increases the revenues for Guild

Not sure on the regulations / restrictions, but a really solid shout that I think could well become truth if/when they list in the US

Afternoon All

Added my second tranche today, so pretty happy now to relax, sit back and wait for this to hit £100m+ (with no dilution ;) )

From my twitter account (and summary below it)

#GILD E-Sports 7.10p (New Long Term Hold)

Business Model(s)

1. Player Transfers

Guild sold a player they signed in Feb 21, for just over $100K in July, this business model works

2. Merchandise

Guild sells its products for between £8-55 online, they have released a second range

BoD confident, but unproven - regardless, this helps the brand, so good to have it going early

3. Prize Money

In time, I think most of this will go the players, for reference the winners of the Football League Carabou Cup get £100,000 - Winning trophies isn't about prize money, its about sponsorships

This business model works!

4. Sponsorships (the big one as per above)

Booked £7.5m of multi-year sponsorships in their first year of operations? Incredible!

The sponsors are coming, with big pay checks, this business model works

5. Guild E Sports Academy

£4.99 a month, no figures on update as of yet but would think as the brand grows (above) and they obtain more 'winners' in the space, this will grow

Unproven, but exciting

6/...

So to summarise, how many companies come to the market with great ideas and promises, but fail? What do they all have in common?

They dont make a penny from the get go - they start with a horse and end up with a Camel, 2 years down the line - how do they start with a horse and get to a Camel? Look at some of the popular LSE/AIM stocks, I wont mention but one has just done a placing to create a new platform, another has absolutely tanked almost to 1p and has had to make aquisitions, these companies have made little to no money and changed their 'USP' or had to configure/adapt it to keep investor money pumping in

Guild on the other hand, as per above, IS MAKING MONEY, has multiple revenue streams (yes some unproven) and IMHO has got off to a great start, which will only grow in time as sponsorship money (tough 2020 but growing 10% YoY) will increase, and the top academy's will take full advantage

Nice RNS this morning, good to see a research use test in the pipeline for August that detects the 'strength' of the antibodies, I think this has been developed due to unmet requirements and they have been pushed this way, pro is that is should lead to orders con is it might be an indication that the ABC19 test is struggling / outdated

Regardless, if any of the BoD are reading this, appreciate the newsflow and you can see it steadies the ship even if it may not cause a big rise in SP, keeps your company afloat until you can release some material financial news

Happy to see this confirmed, serious holders will know that we have been following Vatic for some time (as they keep liking our tweets) and were hopeful that ABDX was manufacturing the rapid saliva test
https://www.biosure.co.uk/tests/covid-19-antigen-test/

Some decent global press, will it lead to orders?
https://www.linkedin.com/feed/update/urn:li:activity:6823295399852302336/

BBC South News
https://twitter.com/Vatic_Health/status/1416057064762249225

Clinical Trail Estimated Completion Date August 2021
https://clinicaltrials.gov/ct2/show/NCT04733170

Edinburgh Airport Trial
https://www.med-technews.com/news/Covid-19-Medtech-News/edinburgh-airport-rapid-covid-19-testing-trial-to-determine-/

PocDoc and BioSure are running the trial, delivering an end-to-end testing solution using the Vatic KnowNow saliva antigen test.

The trial will be open to staff and volunteers due to low passenger numbers, will demonstrate how testing can be scaled at airports and will potentially add to the testing capability already in place at Edinburgh Airport.

Some more press:
https://techcrunch.com/2021/07/09/this-startup-just-created-a-fast-accurate-covid-test-which-only-needs-saliva-and-links-to-an-app/

https://www.telegraph.co.uk/technology/2021/04/03/government-backs-15-min-covid-test-reopen-clubs-sports-stadiums/

They also just raised £4.6m to scale up
https://businesscloud.co.uk/healthtech-raises-4-6m-for-painless-covid-testing/

Pros
- ABC close to 3 orders (all significant)
- One of the lead manufacturers for AVCT (still no orders...)
- Possibly a tie up with Vatic
- Mentioned as a partner for Mediport but no idea what thats worth
- BioPorto AS 10 year deal (these are small but could grow)
- Capacity for 150m Units PA hopefully by end of 2021 with a US site
- ~£16m revenues booked in the FY

Cons
- EBITDA loss likely to be £3m on £16m revenues which is extremely disappointing
- No orders for ABC as of yet, real struggle clearly not flying off the shelves
- No orders for Avacta (still)
- PR awful in terms of shareholder relations, no updates - in fact only update when bad news so many we dont want any updates
- GLP
- Owed £5.6m from the government which is a huge dent in our finances and will mean will have to raise funds quicker if revenue and profit does not arrive this year

Whats the shares in issue and market cap here?
LSE not showing any data

Nice find, although says approved by the german government with over 5m used in schools and colleges, if that is true we did not manufacture them... I dont think we did anyway...

Anyone been to a test centre last couple of days?

My local one which is in a very busy, popular area (tourist hotspot) normally not that busy never seen a line outside, not only a line but car park full and backed up the entire road even right down to the intersection where a steward has to do intervene so cars dont block the main road, I'd estimate between 40-50 cars

PCR testing is absolutely booming