Member Info for RiverOtter

Bit surprised by today's revenue figures - as I'd written previously, I had predicted that the sales of the two games released by Slightly Mad Studios would be underwhelming. £80.5m of revenue for H1 2021 is without doubt a strong performance, but what can we determine about revenues from Fast & Furious Crossroads and Project CARS 3. I'm inclined to stick with my previous assertion that these games didn't have strong sales, and as Codemasters suggests F1 2020 was particularly strong. Some thoughts and 'back of the fag packet' calculations...
https://riverotter.co.uk/2020/10/07/round-up-codemasters-h1-2021-revenues-audioboom-in-canada-and-renewable-energy-yieldcos/

What does the Guild eSports prospectus reveal about Blue Star Capital's holding in the David Beckham-supported company?

More than 41% of Guild eSports share capital is locked-up for at least three months. And Blue Star Capital has 15 days from admission to subscribe for more Guild eSports shares, but at what price?

Some thoughts and analysis...
https://riverotter.co.uk/2020/10/01/bend-it-like-beckham-with-blue-star-capital-and-guild-esports/

I agree with Boris on the recent game releases. Fast & Furious wasn't well received at all and Project CARS 3 didn't go down well with its loyal fanbase. I've trimmed my position right back. A few thoughts here: https://riverotter.co.uk/2020/09/30/slightly-mad-car-crash-at-codemasters/

Topped up my position in NESF and GRP following an analysis of buying/selling by Gravis. NESF is currently trading at premium to NAV of 4.4% with dividend yield of 6.8%, according to Friday's closing price. A few of my thoughts here: https://riverotter.co.uk/2020/09/18/topping-up-portfolio-of-renewable-energy-yieldcos/

Topped up my position in GRP and NESF following an analysis of buying/selling by Gravis. GRP is currently trading at premium to NAV of 11.2% with dividend yield of 5.3%, according to Friday's closing price. A few of my thoughts here: https://riverotter.co.uk/2020/09/18/topping-up-portfolio-of-renewable-energy-yieldcos/

Audioboom's registered office changed, appears to be a serviced office...

https://beta.companieshouse.gov.uk/company/07013326/filing-history

Five months after launching the sale process, who is holding Audioboom shares, and can their sales and purchases of stock tell us anything? An analysis - https://riverotter.co.uk/2020/07/19/audioboom-a-closely-held-company-up-for-sale

Have written before about how I sold my GVC holding, but still interested in buying back in at some stage. I just don't think we're over the worse of coronavirus yet and I think the lockdown and suspension of sporting events could continue a lot longer. I think GVC (and others such as William Hill and Flutter) are still trading pretty optimistically. It seems positive that GVC are adopting measures to reduce the impact of Covid-19. Nevertheless, in some territories it appears they're ready to throw the franchise operations to the lions, i.e. Italy and Belgium are mentioned in the RNS. "They're costs aren't ours, not our problem". Well, it will be if those franchises disappear never to return. And what about the much anticipated global recession after the pandemic has finally passed. How do the betting firms fare during downturns? No mention of the US market in the RNS either, even though that had been one of our great hopes.

How will the big UK bookmakers fare? A little summary of estimates on the coronavirus' impact on earnings...
https://riverotter.co.uk/2020/03/22/betting-on-wholl-survive-the-coronavirus/

How will the big UK bookmakers fare? A little summary of estimates on the coronavirus' impact on earnings...
https://riverotter.co.uk/2020/03/22/betting-on-wholl-survive-the-coronavirus/

How will the big UK bookmakers fare? A little summary of estimates on the coronavirus' impact on earnings...

https://riverotter.co.uk/2020/03/22/betting-on-wholl-survive-the-coronavirus/

CEO Matthew Gregory loads up with almost £25k and someone associated to Chairman David Martin picks up more than £111k.

That's certainly the way to react to a Greyhound impairment charge of £124.4m!

Oops, my link got removed. Here it is again: https://riverotter.co.uk/2019/11/15/iconic-publisher-of-haynes-manuals-up-for-sale/

What could this fetch on the market? 70 million pounds? More? Bit sad to see this company up for sale because I've appreciated its solid management, consistent dividends and growth following a tricky transition. Some more thoughts here: https://riverotter.co.uk/2019/11/15/iconic-publisher-of-haynes-manuals-up-for-sale/