Discover and read the best of Twitter Threads about #FUTR

Most recents (2)

In March 2021 John Clarke started the transformation of #GFIN, from an esports service provider, a low margin, high cash burn business to a high margin digital media company centred around gaming & esports.

1/4 thread...
The transformation won’t happen overnight but encouraging early signs are showing the business is heading in the right direction where gross margins have gone from 13% to 40% and expected to get to over 60% and revenue forecast to do 40%+ CAGR.

2/4
The model for Gfinity is #FUTR who underwent a digital transformation in 2015 & share a NED with #GFIN

Look at this chart, its Future H2 of 2015 & 2016 when they adopted digital media strategy.

It went from 90p to 150p then back to 108p. Where would you have sold?

3/4
Read 4 tweets
Future PLC ( #futr ). Another great UK rollup compounder. 50%-CAGR. Now cheap. But, boy, an ad-based business model now?
Another day, another 50% cagr/share. IDK how #FUTR does it, but they do. 👍H1 results, esp for an ad-based business. Outlook seems fine despite virus. investegate.co.uk/future-plc--fu…
Results are so good vs price, this is either a fraud or a steal. #FUTR
Read 68 tweets

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