Date | Subject | Author | Discuss |
---|
25/5/2025 20:35:48 | perhaps we need to close that gap at 83p first |  jeanesy | |
24/5/2025 08:07:42 | Still looking very positive Jeanesy! |  digger18 | |
23/5/2025 08:00:23 | getting closer to that 100p mark :) |  jeanesy | |
20/5/2025 13:24:16 | wealthoracle.co.uk/detailed-result-full/TRU/1426 |  martinmc123 | |
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 |  cottoner | |
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... |  jimmywilson612 | |
20/5/2025 08:06:55 | Great update....happy to sit on these and let the story develop |  molatovkid | |
20/5/2025 07:52:20 | we can now see the reason for the recent rise. |  jeanesy | |
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. |  cottoner | |
20/5/2025 07:45:26 | Wakey wakey everyone…
Now that’s what you call a v good trading update! |  1ultimate | |
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. |  rimau1 | |
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 :) |  jeanesy | |
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. |  rimau1 | |
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 :) |  jeanesy | |
26/3/2025 19:13:39 | It's can they repeat or get close to the Balatro brilliant year. |  chester9 | |
26/3/2025 18:50:02 | why the negative reaction to results ? |  jeanesy | |
26/3/2025 07:50:44 | Haha indeed! |  rimau1 | |
26/3/2025 07:46:39 | Playstack :-) |  cottoner | |
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! |  rimau1 | |