focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
I can't wait for MHC to start screaming... they've got a lot to let out :-)
Does seem that way.. interesting move into Africa. An untapped market I would naively assume, some reading to do...
Absolutely... hopefully a flurry of good news to come.
Kind of funny how this has risen off the back of "bad" (although not actually bad) news and none of the fantastic news we've all known about for months lol
I've held this since the BigDish hype early on in the pandemic... absolutely zero clue what's going on now other than it's decided to be a Raw Earth Minerals company and I've been putting my time into other stocks. But if this keeps up I may be exiting one of my biggest disappointment of my investing career so far with at least some profit :)
GLA, hope the new investors get some gold from this one... something DISH tries has to work out at some point! :D
Coca-Cola ad in Train Sim World 2 as well...
https://twitter.com/CharlieUK98/status/1504810662966571013
A trading update would really help with showing off the mega upside in fair value that has arisen here in the past 6 months...
I'm gonna have to fire up Train Sim World 2 at lunch time and take a look at some point today! :D
Always fun when you're invested in something you can actually see/use!
The big point there that stood out to me was this:
"Still, I wonder what the American ads will be"
Train Sim games have 3 main target demographics: UK, Germany/Western Europe & America. They generally cycle route releases through that general pattern...
So it gets me thinking, will they be looking for native ads that make sense for the setting if they implement this technology into all routes going forward? It would look out of place to see a specsavers advert on the new york to Boston route and I'm sure Dovetail Games are well aware of this.
Also... Train Sim games do historical routes also, in fact, the next big release is expected to be their first Steam Train & Route set in historical britain. So I doubt they'll utilise this tech here.
I can see the potential here for some companies to get very creative with their marketing here, especially in the train games. Rather than just using a standard promotional image I expect some smart marketing departments will be adept enough to realise the creative potential that can be unlocked with these immersive virtual ads
expo market is probably at the highest demand ever at this point. The company I work for are desperate for any and any trade event where they can network & show off our software products globally. That's pent up demand is just from COVID alone.. but consider this:
I imagine a lot of companies with heavy Russian exposure will also be desperate to find new global business partners.. hopefully, Hyve capitalise on both of these. They've got the experience & track record...
Massively oversold here.. but understandable as to why that was..
Definitely, some sudden movement here... please, for once, be sustained!
It looks as if this thing can still have a green day.. which is nice to see. Earnings were pretty good, I agree with your theory on the raise being a factor in dragging this down.
In other news, I've been having some very fancy 888sport ads come on YouTube and DailyMail due to the renewed research I've been doing around the company.. Their marketing is looking good, they've been going through some kind of soft rebrand I think & they stand up with the bigger names now.. looks great!
totally understand your POV, although the report has already been delayed until May due to 'COVID'... wondering if it will be delayed again tbh
I think they would've mentioned that in the RNS.. but yeah an email never hurts.
I've been waiting for an entry point myself here for a few months and this price is looking more & more attractive.. been wanting to do some deep research on this company for a while - kicking myself that I haven't had it ready sooner!
Superdry does seem to be having a bit of a revival just from my own experience, noticing a lot more of their clothes out in the wild as it were - in fact I even purchased a Superdry coat for my daily 21/22 winter coat and I was very happy with it in all aspects! My biggest worry (again this is from a total point of naivety) is that Superdry have always had expensive - but, of course, well made - garments.. and I'm not sure how they'll cope in this environment of high-and-climbing inflation that we've not seen in a very long time.
One of the biggest questions I have here at the moment is: How many purchases are done through instalment-payment apps like Klarna here? I'd put money on the fact clothing purchases are probably Klarna's #1 use-case and it gets me thinking.. will rate hikes have any impact on Klarna (I know they dont charge interest, but still)? The inflationary pressures will surely require a rise in the transaction fees charged to retailers and drip down to the customer which are where Klarna make their revenue. These instalment apps have only really been around whilst we've been living in this age of unprecedented credit and I'm sure their credibility & worthiness is going to be put to the test very shortly if not already.
Looking at his past 3 roles.. this has been his tenure at each:
MyHealthChecked - 10 months
Welcony - 3 years, 6 months
Magstim - 8 months
I know those numbers are very speculative... but just for context £24m = $32,160,000
One of those big four (EA, Sega, TakeTwo or Ubisoft) could probably have generated $30m alone IMO...
Of course, we can't be too certain how integrated & on what scale we are with each of those developers but bloody hell that's a very good starting place. /
A trading update on how the PCRs are selling in this (hopefully) post-covid world would be welcome. Maybe too soon at the moment though?
That RNS is great news... Ontario are only letting licensed operators start taking wagers from April 4. So 888 are in here right at the start for this new market. Great to get an early foot in the door.
I thought it was all of the non-US assets that 888 were acquiring? Aka just the business formally known as William Hill International. I may be wrong.. however I'm certain that the digital assets for the US operation were probably already separate from the European/UK ones - although I imagine some of the talent from William Hill Intl. have probably moved to William Hill US.
Re-reading the RNS on the acquisition it does sound like 888 are acquiring the digital side of the William Hill intl. operation too as they explicitly mention the c2m online users & £803m online revenue generated in 2020.