Trufin Share Discussion Threads

[jeanesy] 25/5/2025 20:35:48

perhaps we need to close that gap at 83p first

[digger18] 24/5/2025 08:07:42

Still looking very positive Jeanesy!

[jeanesy] 23/5/2025 08:00:23

getting closer to that 100p mark :)

[martinmc123] 20/5/2025 13:24:16

wealthoracle.co.uk/detailed-result-full/TRU/1426

[cottoner] 20/5/2025 09:58:39

Balatro and beyond: behind Playstack's run of indie game hits
Playstack founder and CEO Harvey Elliott discusses how the success of Balatro, Abiotic Factor, and the Golden Idol games have impacted the publisher

[jimmywilson612] 20/5/2025 09:40:26

Also, they are carrying a massive tax loss through the organisation which might support them in being even more cash generative, circa £70M in tax losses which might be able to re-coup circa £17M

[jimmywilson612] 20/5/2025 09:39:36

I'm a holder here and was in the middle of writing up my notes - posted these on my blog which mainly refer to their annual report: hxxps://jimmywilson612.blogspot.com/2025/05/trufin-losing-momentum-or-being.html

Would appreciate people reading and giving them any of their thoughts. On the positive, clearly great that they are annoucning a trading ahead RNS, but with continued slow-down of revenue for later on this year.

Does this mean, we could get another Trading Ahead statement later on this year, or is the buy-back giving management a leg up to hit their LTIP shareholder rewards...

[molatovkid] 20/5/2025 08:06:55

Great update....happy to sit on these and let the story develop

[jeanesy] 20/5/2025 07:52:20

we can now see the reason for the recent rise.

[cottoner] 20/5/2025 07:49:55

The shares are currently very tightly held , including over 72% with major shareholders. (Currently c106m shares in issue.)


A share buy back of up to £4m will obviously further reduce availability , causing the share price to go higher as TRU, I suspect issue further ahead of market expectations TUs later this year.

[1ultimate] 20/5/2025 07:45:26

Wakey wakey everyone…

Now that’s what you call a v good trading update!

[rimau1] 20/5/2025 07:16:36

As predicted.....boom. I particularly like the comment about Playstack being a compelling asset as a standalone company or for a trade buyer. I suspect 12x ebitda or 120m is the internal view some 50percent higher.

[rimau1] 16/5/2025 14:30:53

I have not seen anything. Could be that we are due a TU with the AGM approaching in June. My bet is that we will have another exceeds expectations driven by Playstack/Balatro. Balatro sales trajectory since release has been; Mar24 1m units, Aug24 2m, Dec24 3.5m, Jan25 5m.

[jeanesy] 16/5/2025 09:50:04

Nice move this morning. Has this been tipped somewhere ?

[jeanesy] 09/4/2025 08:17:52

I see Balatro won new game of the year at last night's gaming Baftas

[jeanesy] 28/3/2025 19:56:55

A couple of large late reported trades

[jeanesy] 27/3/2025 18:15:55

It was Playstack that tempted me in :)

[rimau1] 27/3/2025 16:38:37

Welcome jeanesy, you have a decent entry point imo, 2 excellent businesses, one with recovery potential and a bag of cash and i suspect playstack is worth the marketcap alone.

[jeanesy] 27/3/2025 15:56:42

Having listened to the presentation they have plenty of new games coming out in 2025. Decided to become an investor here :)

[chester9] 26/3/2025 19:13:39

It's can they repeat or get close to the Balatro brilliant year.

[jeanesy] 26/3/2025 18:50:02

why the negative reaction to results ?

[rimau1] 26/3/2025 07:50:44

Haha indeed!

[cottoner] 26/3/2025 07:46:39

Playstack :-)

[rimau1] 26/3/2025 07:33:35

Wow........Q1 revenue growth. Outlook - 89m FY25 based on 2 months actuals run rate so circa 60percent yoy growth, satago has a new tier 1 banking client to replace Lloyds and Oxygen sounds like it has found a niche with no competition. I have not even mentioned gamestack!