Veltyco Share Discussion Threads

[aleman] 22/2/2018 10:25

A strongly growing gaming market should mean more chance of success monetising esports.com, which VLTY hope will be a big name in gaming social media. VLTY hope to make money from betting on gaming, as well as other ad/marketing sources. Strong growth in the market should, therefore, be beneficial to potential revenues. I grant it is early days in this venture. Just consider it background market news rather than company specific. VLTY have partnership with and small equity stake in esports.com. It looks exciting but we don't know what the competition are doing.

[rcturner2] 22/2/2018 10:15

Aleman, how is that relevant to Veltyco?

[sdtreble] 21/2/2018 22:03

INTERVIEW: Veltyco Group Excellent Growth Expected - Whitman Howard - bit.ly/2HAjzKf - #VLTY

[sharesoc] 21/2/2018 18:34

A video of the presentation given by Veltyco at last week's ShareSoc London seminar is now available here:

[basem1] 21/2/2018 09:51

Given that they did over 5c in the first half and we've had another ahead statement. 11c is probably more accurate.

[basem1] 21/2/2018 09:49

A bit behind the curve there with the earnings I'm afraid I have approx 12c pencilled in for this year alone

[sladdjo] 21/2/2018 09:48

There's a new Whitman Howard note out on the company as well, can see at research tree. Est eps '17 9.5c; '18 10.7c; '19 12.5c...

[tomps2] 21/2/2018 08:37

Veltyco Group (VLTY) ShareSoc presentation February 2018
Presentation by Marcel Noordeloos, CFO
Gillies Ohana, NED



Introduction by CFO – 00:25
Introduction & overview of business by NED – 01:45
Overview of the brands – 05.18
eSports.com – the market opportunity – 06:29
An attractive business model – 09:00
Growth strategy and recent trading – 10:55
Summarising the investment proposition – 11:51
Financials: P&L – 12:39
Trading update figs 5.2.18 – 13:25
Other highlights – 13:49
Board of Directors – 14:05
Share price since admission to AIM June 16 – 14:22

Q&A
What’s the revenue split between the verticals? And, there’s a large receivable outstanding in the last set of accounts, could you explain? – 15:15
What impact would banning binary options have on your business? – 17:08
What is the VLTY competitive advantage? How do you mitigate regulatory risk? What’s VLTY’s relationship with eSport.com? – 18:04
Who do VLTY advertise with and if they impose price increases, doesn’t that affect VLTY profitability? – 19:57
What’s the size of the eSport betting market size? Are there any forecast on growth of that market? Do VLTY have quasi monopoly on eSports betting? – 21:45
What are VLTY doing to act ethically within the gaming industry? – 24:20
What do the eight employees do? – 26:00

[matt123d] 16/2/2018 09:58

An opportunistic mark down designed to induce some selling. Once the 89p seller has cleared will be at highs pretty quickly.

[basem1] 16/2/2018 08:02

Why the markdown have I missed something ? Surely options news is in the price ?

[xajorkith] 05/2/2018 09:01

Always good to wake up to a "significantly ahead" statement & particularly pleasing on such a weak day in general.

[mad foetus] 05/2/2018 08:39

Goes under the radar here but keeps delivering growth and the gaming betting angle could be huge. The spread makes it untradeable, but for a buy and hold it looks in a sweet spot.

[bahiflyer] 05/2/2018 08:00

Wouldn't think anybody expects them to achieve 400% earnings growth every year, but it does show they have reached that inflection point where any increase in revenue produces a material uplift on the bottom line.

[rcturner2] 05/2/2018 07:55

H1 EBITDA was E3.8m.

So H2 EBITDA is at least E4.2m.

[rcturner2] 05/2/2018 07:53

ONJ, why not?

[onjohn] 05/2/2018 07:25

The problemGary is it wont be able to repeat it next year

[gary1966] 05/2/2018 07:21

Good trading update. €8m EBITDA minimum or around £7m at current exchange rates. Huge growth in the year and too cheap at current levels.

[basem1] 01/2/2018 07:58

Lacking in detail regarding whether its earnings enhancing or not ?

[basem1] 26/1/2018 08:12

Nice support here, I've added a further 10,000 this morning.

[bahiflyer] 18/1/2018 11:44

And the relevance of that statement to VLTY?

[lucicavi] 18/1/2018 10:22

Bitcoin has crashed and halved

[bahiflyer] 18/1/2018 09:07

Looks like a delayed reaction to yesterdays deal which the market has finally realised is a block buster in the making.

[nurdin] 11/1/2018 09:32

Ah...posted without thinking! Makes sense now..