Coronavirus and Impact to Stock Market

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MGXYZ
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Re: Coronavirus and Impact to Stock Market

Post by MGXYZ »

There's been a huge shift in media consumption since the Covid19 outbreak began. People are utilising gaming for entertainment and to stay in touch with friends. We love this article from TIME that takes a look at different experiences of gaming in lockdown https://lnkd.in/eCf7X_7




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MGXYZ
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Re: Coronavirus and Impact to Stock Market

Post by MGXYZ »

The #ingameadvertising market size has the potential to grow by USD 10.97 billion during 2020-2024, according to @Technavio

https://www.businesswire.com/news/home/ ... ing-Market



sectornitad
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Re: Coronavirus and Impact to Stock Market

Post by sectornitad »

MGXYZ wrote:
Sat Apr 25, 2020 4:57 pm
The #ingameadvertising market size has the potential to grow by USD 10.97 billion during 2020-2024, according to @Technavio

https://www.businesswire.com/news/home/ ... ing-Market
Thanks @MGXYZ. Wow.

I can’t resist a fag packet calc:

Let’s call that £7 billion by 2024.
Lots of competition emerges. Bids gets just 5%.
Bids top line is £350 million.
Blended margin of 20% gives operational profit of £70 million
Fixed costs (wages mostly) have risen to £20 million.
Gross profit of £50 million
Assume all corp tax rebates from unprofitable years used up and pay Her Maj 25% due to corp tax increase to pay for the damage the virus has caused to the public finances. Give Ma’am £12.5 million.
Earnings are therefore £37.5 million.
Put that on a boring PE of just 15x and assume 100 million more shares were issued at some point.

Drum roll please....

Share price of £1.60p.

Mortgage disappears.
Retirement funded.
Boss can go do one... which is me, but you get my point.



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MGXYZ
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Re: Coronavirus and Impact to Stock Market

Post by MGXYZ »

Haha had you in mind when I read that @sectornitad!

£1.60 would be nice!



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Re: Coronavirus and Impact to Stock Market

Post by GlobalNomad »

@sectornitad @MGXYZ

just to note that the reference is to grow by rather than to reach.....i.e what is the size now and add that figure then do the calcs...

hope the price rises fast in anticipation and then flattens later, so 1.60 by 2024 ( or 2025 if we have to wait for revenue reporting) but lets hope the demonstration of potential and revenue happens this year, then we'll be off to 50p and a pound in short order. Remeber also that JD wants to be the largest player and make contracts/agreements to land grab for the next few years. so 10% might be closer....

dreams are free, losses are still paper..profits to come...



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Re: Coronavirus and Impact to Stock Market

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https://www.linkedin.com/posts/activity ... 77954-CNkt

Nina Mackie post about the impact of COVID.



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Re: Coronavirus and Impact to Stock Market

Post by MGXYZ »

BDO Blog: Gaming and esports – Entertainment's new normal
26 May 2020

Thanks to WSKR

“ The number of casual gamers who have picked up their controllers again has increased. James Draper, CEO of Bidstack, claims there has been a 24% increase in time spent on video games in the UK since the beginning of social distancing and Verizon reported a 75% increase in video game related internet traffic in the first week of the US lockdown.”

https://www.bdo.co.uk/en-gb/insights/in ... new-normal



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Re: Coronavirus and Impact to Stock Market

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Quarantine is creating brand-new gamers



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Re: Coronavirus and Impact to Stock Market

Post by MGXYZ »

DHL E-Sports stats

picture added below due to formatting:




Image



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Re: Coronavirus and Impact to Stock Market

Post by MGXYZ »

Nice stat for future reference too - 15m DAUs on Twitch



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