Member Info for Sonic80

Foolsgold - I’ve read through my post from the other evening again and decided not to repost. It was quite a long reply comparing Guild to Semp, but I only posted it in response to a ridiculous post on here from a desperate Semp ramper. Without the original post it loses its context a bit, and I don’t really want to comment too much on Semp unless goaded into doing so again by their ramping gang.

I’m happy to post my Guild research notes as a substitute instead though. Most of the points I made in my previous post are in my research notes, just without the Semp comparisons. I research a lot of companies and keep research notes to keep track of it all. I don’t usually share them, purely through past experience that I can’t be bothered with others trying to pick holes in them, but I’m happy to post on this occasion as a sub for my other reply.

Please don’t base any investment on my research notes though. They’re only meant as a way of sharing info / logging research on the company and are only my personal views.

Kilough, please don’t even give a second thought to what other people on an anonymous bulletin board may or may not think of you. Post as you please. Everyone should be allowed to post as freely as they like. If people disagree with you they can put their thoughts forward accordingly. I have researched the company and bought in, just like you. It’s natural when a stock is as undervalued as Guild is that new investors will buy in and be positive about the stock, myself included. It will happen more and more with Guild over the coming weeks and months IMO. But at present, this has to be one of the least rampy BBs I’ve seen and if anyone is part of a ramping team then they’re / we’re not doing a very good job! Have a good weekend.
P.S. anyone know why my post from last night defending the case for Guild against a Semp imposter was removed? I’m happy to repost my reply putting forward the case for Guild if anyone would like it reposted...

Sponsorship deals and merchandising are great, but TV / online streaming rights and advertising deals will be where the biggest revenues come from in the future IMO.
Interesting article on that from a deal elsewhere today...
https://www.globenewswire.com/news-release/2021/04/28/2218315/0/en/Ad-Platform-Unruly-Partners-with-Thece-in-Global-esports-and-Gaming-Deal.html

Not aware of any update on US OTC dual listing. Hopefully get some news soon.

I like them both too. They are exactly the same sector, just different stages of development. I have taken a lot more Guild than Semp, but both have great potential and should do very well from here. Esports is taking off as a sector and looks set to continue. It’s going to become a major force in entertainment over the next few years and Guild and Semp should benefit hugely from that.

Semper fortis up another 80% today. Interest in the esports sector is rising all the time. Great to see. Only a matter of time before the wider investment community realises the value and potential of Guild at these levels.

Nice to see Semper fortis esports up significantly on IPO today (~60%)
Bodes well for the sector.
Also, the more SEMP rises, the more undervalued GILD looks by comparison.

Nice interview in Forbes...
https://www.forbes.com/sites/mattgardner1/2021/04/23/how-guild-esports-aims-to-change-competitive-gaming-forever/

Impressive performance on the field this weekend as well.

Guild Esports say upcoming academy could be ‘the biggest thing to happen to UK esports for a very long time’
https://esports-news.co.uk/2021/04/17/guild-esports-academy-launch-biggest-thing-uk-esports/

Solid day here.
Much, much more to come.
Have a good weekend all.

At IPO, investors put in £20m for 250m shares at a share price of 8p. That represented 48.58% of the company. So nearly half of all the shares in issue were bought at a significant premium to the current share price of 5.45p.
Other shareholdings for founding members / very early stage investors were pre-IPO. Like any company, these will have been at lower prices.

Hi Kilough. If you’re here for a longterm hold, then I think your buy today will turn out to be exceptional value. I’ve looked into this one a lot and am very bullish about it. Not all agree at the moment, but that was the same when I bought into various cryptos and crypto companies late last year. It took the critics a while to see the value, but that didn’t stop them multibagging soon after. I think the same is currently true for Esports and Guild. Esports is a very rapidly growing player in general global entertainment consumption. Certain Esports tournaments already attract more viewers than major sporting events like Wimbledon, the US Open etc, and they are growing all the time. They get incredible amounts of viewers, but that’s not been properly monetised yet. Several broadcasters have dabbled in showing Esports tournaments, including Sky sports, BBC and various US broadcasters, but only tiny amounts so far. That’s where the opportunity is in my opinion. And so in a long, waffle answer to your question, sponsorship and marketing are good for early revenue streams, and Guild have done a very impressive job so far on that front, but for me, the real value and potential will be realised here when the large broadcasting deals start rolling in.

Last day of H1 today as well, so will hopefully get an update on H1 progress sometime soon.

It looks very undervalued to me as well down here Hamodeh. Esports is a booming sector so I wanted to have more exposure to it in my portfolio and I think Guild is a good way to do that. Their progress is very impressive so far, especially with the latest sponsorship deal. It’s madness that it’s still only trading at the same level as when that was announced last week. It will come good IMO. I see very few risks buying at these levels and potentially very good rewards. Just a question of patience.

I agree. Could see very rapid and sustained growth here.

Terms of new subway sponsorship deal “astronomically high”.

https://www.proactiveinvestors.co.uk/companies/news/944952/guild-esports-mark--history-making-day--announcing-multi-million-pound-deal-with-subway-944952.html

Nice interview on proactive earlier.

Company definitely going places IMO.

I’ve started building a position here today following the US dual listing news, which I think is essential for this sector.
Looks like an exciting prospect to me.

*Uniswap valuation currently $6.6 billion ($22 billion fully diluted)