RE: Weeks later and still the same old personal spats going on.8 Jun 2023 08:56
I mean, in a slightly less dramatic fashion, if I hear the phrase 'second half weighted', then I know that's historically true & will continue to be so - retail trading is always H2 weighted - especially given the Xmas trading window forms 3 months of that. If I hear 'lots in the pipeline' then this is also true & will continue to be so (keep checking on the increase in number of publishers / games & sellers we're signed up with) & the fact that there must be lots in the pipeline since BIDS are targeting $100m annual revenues soon. Also: 'unnamed AAA publishers' = NDA (...EA).
Time isn't up, patience will win out here but I will admit, we need far greater clarity & openness on the hard numbers achieved so far this year + realistic projections for the rest of the year. An update on the Azerion dispute would also be helpful & if they could lift the lid a little-more on the specifics of their EA arrangement that'd ease the fears of a few jittery investors i'm sure.