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Director of esports just announced he's leaving. Strange timing with his teams making good progress. Here's the thread https://twitter.com/GrantRous/status/1529782410786836480?s=20&t=-6zJFksW9qBfIGDfaqrIYQ
Here you go:
https://total-market-solutions.com/2022/05/versarien-plc-4/
I’m reading this as releasing 12 proof of concept products of which hopefully some will lead to commercial uptake further down the line
I think an RNS would be reserved for a championship or tournament win. What we’re seeing though is significant progress and Guild holding their own with teams that are far more established with significantly higher valuations
Indeed, great personalities in the teams too, (see Sayf from Valorant) as well which helps too.
They’ve much improved the jersey too, it solves the issue of Subway’s green and yellow clashing with the teams colours. Makes for a much more coherent brand
a much more positive market for Guild today
This Gucci news was interesting too. The new HQ that’s on the horizon will come with all sorts of commercial naming rights potential, and Beckham obviously has significant connections with high end fashion.
https://esportsinsider.com/2022/05/faceit-gucci-gaming-academy/?amp
There were more wins for Guild over the weekend too in Fortnite, valorant and rocket league
There have been some really impressive results these past two months, in Valorant especially, leading to plenty of eyeballs on Guild (VCT grand final, over 30k audience on Twitch). They’ve always been good at Fortnite but big improvement in Rocket League and Fifa results recently too, making regionals and knockouts . This exposure is starting to move their social media following at the pace I had originally hoped, with significant daily increases.
This all bodes well for sponsorship deals.
One USP is the academy. The other key aspect is the UK market, this is totally under served at the moment but the next couple of years will be interesting. Esports debuts at the commonwealths this year, Warwick is developing its esports centre, ie esports will be become part of uk academic teaching, esports cafes are only just becoming properly visible in city centres. The UK is not an esports nation yet, but it can be, and that is the opportunity here.
I hope they can ride out these difficult, turbulent global economic circumstances, but fortunately Guild is a long term project, and the 2022 share price, of most companies tbh, is not going to be a fair reflection of their worth.
That’s great news, will keep a close eye on developments there.
Pg.5 of this doc. for the backstory on the ENSO/Versarien partnership
http://versarien.com/files/7416/3229/7713/Automotive_White_Paper_220921.pdf
Respectfully no, at 1.75p Guild is not the worst place you could invest your money. A share price drop does not automatically make it a worse company, in this case it arguably just represents better value to new investors.
1.75 would also be a good price to close a short…
I don't think there are an abundance of stock options, not on the LSE at least. In my particular circumstances I wanted an ISA eligible stock, a lot of small investors do. But sure, others might look to other markets.
For balance, my interest in this stock largely grew off the back of several interviews with Carleton Curtis, I felt he really understood the esports market, and came at it from more of fan perspective which is important, as we often see in traditional sports.
I don't really feel they've adequately replaced him yet and I'm not sure if they're going to. The Board is now very much money men which is useful of course, but you do need that human touch with a club and building a fanbase too and I hope they don't lose sight of that. I would also add here that I think their fanbase hasn't grown as quickly as I anticipated it would, the last 12 months has seen just small increments across all the social media platforms. The third concern is the pending Beckham payout and how they fund that if we don't see further significant income streams in the short term.
That said, I'm still invested because Guild were only founded end of 2019, and launched on the LSE only end of 2020.
A period in which we're not seeing huge growth in stocks anywhere really. Despite those difficulties they have a long list of credible sponsors in place already, multi year deals, and an academy which of course, by its nature, ie nurturing talent, is a long-term project. The Academy space in London is also the kind of visible, familiar format, that might well help shift perception of esports in the UK market, and start to grow a more mainstream audience. Guilds name will hopefully be integral in that. And finally the market cap , 9 million at the moment, i think this fairly reflects their status in esports and is an attractive entry point, to me anyway,
what does everyone else think?
Graphene strengthened rubber shoe souls makes a lot of sense and seems they are in a good position to deliver when clients start to embrace it.
https://graphene-wear.com/footwear-1
"Our customers are able to purchase mass-production-ready rubber as well as masterbatch from us that can be used within their upcoming season's ranges. "
https://esportsinsider.com/2022/04/esports-around-the-world-united-kingdom/
Did not expect sentiment to fall this far tbh, I’m in at 36p, a price I’m not unhappy with however.
Was only just under a year ago though that the first commercial graphene enhanced concrete pour happened and there is no chance that that was the end of the story. It boosted the share price by around 30%-40% in a day I recall.
You are right about needing that solid contract and when it does happen the share price will be much more handsome .
https://phys.org/news/2022-03-simpler-graphene-method-paves-era.amp
https://www.rollingstone.com/culture-council/articles/see-esports-headed-2022-1274259/
I noted the social media stats this time last year, though unfortunately I didn’t record Twitch.It hasn’t rocketed but it’s creeping up. For comparison, Team Liquid have around 1M followers per channel and are valued around $300M 1st March 2021 Instagram - 23.5kYouTube - 6.47kTwitter - 36.6k19 March 2022Instagram - 59.5kYouTube - 30.7kTwitter - 114.6k