Guild Esports Share Discussion Threads

[turbotrader2] 11/5/2023 18:58

There is no placing discussed at all I KNOW

[pennystockhunter] 11/5/2023 17:41

Jsis - just posted on your thread - let me know if you have any questions. A placing of this nature will always have to be at a discount I am afraid (this is not to facilitate an acquisition or similar). Any institution / retail investor needs to be incentivised not to simply by on market or off market at current price or by bulk trade (there are an abundance of sellers).

[jsis] 11/5/2023 17:00

And why raise at 0.4p rather than current market price ? There hasn’t been any fundraisings in the last 12 months, or are you looking across the whole market rather than the individual company. Tbh I think you’re full of it, guess we’ll find out soon enough one way or the other.

[patient fox] 11/5/2023 16:57

www.youtube.com/watch?v=WOyH4DVF3S8

interview with proactive

[pennystockhunter] 11/5/2023 16:26

Expect the share price fall today reflects the rumour. May well fall to half penny tomorrow.

[pennystockhunter] 11/5/2023 16:16

The directors are very limited given the 550 etc authorisations in place - they will need a special resolution - as to the proportion of share capital to be newly allotted - issuing any more than 50% of the existing share capital would be rather aggressive in light of fundraisings in the last 12 months - it obviously depends how much money they believe they need - to save time for those who believe they know how much money the company needs - 50% at the rumoured 0.4p would raise c.£1m.

[jsis] 11/5/2023 15:13

“Rumours of a placing at 0.4p”

Indulge me PSH, are we talking 1:1, 2:1 or outright tripe ? Just so I know how much I need to set aside to take part.

[7rademark] 11/5/2023 14:18

The time to place was post the sky deal, that would have driven investment and strengthened the team, but no, no forward thinking has cost the company and raising cash at these prices will lead to horrible dilution.

[pennystockhunter] 11/5/2023 14:03

Rumours of a placing at 0.4p

[pennystockhunter] 11/5/2023 11:52

Looking very promising as poor lost Boysie notes - market has reacted well to the positive (Boysie) interims - oh wait - share price at new all time low and paper placing about to be announced…

[daz] 10/5/2023 21:33

The interims come as close as you can to say a fund raise is needed (my bold)
'... Based on the directors' assessment of the Company's cash needs and the availability of financing, the directors consider the Company to be a going concern, though anticipate a fundraising may be required during the year ahead. A further update will be provided in due course

[trentendboy] 10/5/2023 10:22

Impressive lack of interest on this board given the results - while decent there is clearly a gulf between cash in hand and current expenditure. It is looking very very tight. I imagine a fund raise plus consolidation needed

[jasperthemonkeygod] 10/5/2023 08:13

market cap £4.5mill..

[boysie72] 10/5/2023 08:08

Another example of how Guild are building in-house revenue streams. If you are capable of seeing the potential here, then the current building work is very promising. .Revenue generation via player sale and transfer has the ability to create value from the 'path to pro' academy system by developing select players from the esports talent pyramid that are currently below the elite level. Guild Academy is helping to feed this pipeline and increase the value of players. Guild has already sold players for profit previously, selling Tai "TaySon" Star?i? for US$115,000 in 2021. More recently, former Guild professional player Vivian "Roxi" Schilling was sold to G2 in March 2023, generating one of the highest ever transfer fees for a female VALORANT player.

[boysie72] 10/5/2023 08:01

They are proving to turns this around, which they are clearly doing. Looks to me like they are trying to avoid a placing and build a business that has strong in-house revenue streams. Remembering that the sector is still growing without much structure or governance, so while that is being built, Guild can build a business without having to make huge investments to keep up, investments that require big placings. The current share price just is not worth the placing either, they are not desperate, so the placing looks to be not required for the foreseeable future. Looking very positive though.Current market sentiment for esports is clearly still very low, but that will change once the sector shapes up and is structured, as discussed at many esport seminars and exhibitions that have taken place in the past. Still a long road, but an absolute bargain hold at this level.

[petersmith6] 10/5/2023 07:58

I'm no mathematical genius..but stop spending more than you are earning...

[genierub] 10/5/2023 07:56

Placing has to come due to burn rate and 1.1M left.

Placing around 0.5-0.6 area.

[frankandbeans] 10/5/2023 07:21

-- Revenues increased by 241% to GBP3.7m (H1 2022: GBP1.1m), driven by strong growth in sponsorship
income;
-- Gross profit rose by 256% to GBP2.5m (H1 2022: GBP0.7m);
-- Loss before tax declined to GBP2.3m (H1 2022: GBP4.96m) reflecting increased sponsorship revenue
and a significant reduction in operating expenses;
-- Net cash of GBP1.1m as at 31 March 2023.

[jasperthemonkeygod] 10/5/2023 07:20

Well, I'll start us off..

'Inline with board's expectations' results

Jam in H2

Potential placing at some point

Fair?

[smithie6] 03/5/2023 20:45

....the deal is a non-event imo.

each to their own opinion.

(mkt agrees with me ;-)
as shown by the share price since the news)

Hummel.
....how many of their clothes products do you own ?
me, none.

well known clothes brands
Zara
Mango
Next
Adidas
Nike
Fred Perry
Superdry
Benetton
Helly Hansen
Puma
& many many more

Hummel ?
never heard of them.

...a sweatshirt for grand prix esport event...
will internet viewers really want to buy a sweatshirt ?
...I see little kudos in wearing one since few other people might know what it signifies/means.

whereas wearing marks such as Superdry, Bennetton, Helly Hansen, Puma provides an amount of kudos to the wearing (although personally I think it is a bit stupid, (a logo or brand name does not ensure the wearer is a 'good' person) but the general public buys/does it)

[sunnysideup1] 27/4/2023 14:07

Smithie6 - according to the RNS the spomnsorhsip is worth upto £700k. the whole deal is approximately £1m over 3 years, which means merch sales of £300k over the period. Not exactly hyping it ...