Discover and read the best of Twitter Threads about #GMR

Most recents (5)

1) Selamlar arkadaşlar, bu ay itibariyle fon çalışmasını yalnızca 2 ayrı akışta vermeye çalışacağım. İlki portföyler ve değişimleri. İkincisi mukayeseli analiz. Bu akşam #NNF, #TCD, #TKF, #GMR, #RBH, #IDH ve #MAC fonlarının Şubat-Mart portföy değişimlerine bakacağız.
2) İlk sırada #NNF geliyor. Bildiğiniz üzere Yaşar beyler fondan yeni pay alımını durdular. Bu sebeple fon 390-400 milyon arası pay sayısıyla gelip gidiyor. Mart ayında portföy büyüklüğü 622 milyon liraya çıkmış, yatırımcı sayısı da 17.793 olarak gerçekleşmiş. Sene başından bu
3) yana getiri: %17,28 seviyesinde. Geçen ay itibariyle portföye #SISE, #KRDMD, #EREGL, #KCHOL, #CEMTS, #KRDMA ve #KRDMB girmiş. Buna ek #NTGAS halka arzına katılmışlar ve çok cüzi bir oranla bu şirket (0,06) portföye dahil olmuş. Buna karşın, #MAVI, #GOODY, #INDES, #DOAS, #ARCLK
Read 14 tweets
GHF Portfolio 2020/21 squad
Pot 1. Covid beneficiaries &/ or lockdown resilience
#BOKU
#EKF
#GMR
#OMIP
#PLUS
#SPSY
#TPX
#WEY see thread for rationale...
I’ll post Pot 2. tomorrow & my first portfolio performance update for 2020 at end of week...after all, only 8mths gone!!!😳 Image
#BOKU Rationale:
(1) Strong H1 with TPV +35% (2) Largest DCB payments company & recent acquisition of Fortumo cements global leadership (3) Op gearing emerging (4) Identity side set to scale FY21 (5) New e-wallets provides access to 2bn potential customers with nil in forecasts👇🏻
#EKF Rationale:
(1) 4x “ahead” trading updates in FY20 (2) Strong B/S & cash generation (3) Excellent management (4) Primestore collection device in significant demand for COVID testing (5) Value of #RENX stake (5) Possibility of further upgrades in FY20
Read 32 tweets
Might be worth flagging this given the situation with #GAN etc and US casino gaming.

Gaming Realms #GMR is 15x smaller than GAN. They develop games for online casinos and hold the IP whilst licencing it out - they just signed Draft Kings for NJ and are applying for Pennsylvania.
Signed along with Sky Bet since year end, DK brings the total number of clients here to 33 in addition to 10 last year.

Company today announces licencing revenue in Q1 was up 90% and 80% in April / May.

In FY19 this was £4.1M of £7.0M total revenues.

SP up 35%, mkt cap £37M
Hasbro acts as agent, does the marketing. Chairman / Interim CEO buying heavily, owns nearly 10%.

Impressive client list. US was 40% of licencing revs last year, imagine this should rise with DK. Company seems to have the knack for developing what makes punters tick. Image
Read 9 tweets
1/10 Com a facilidade de baixar o CSV com todos os dados, acredito que muitos já devem ter dado uma olhada nos dados do #CommunityMobilityReports da #Google (#GMR). São 6 medidas diárias, para 131 países e várias regiões e sub-regiões do mundo. Uma medida de variação para cada...
2/10 uma das 6 categorias de localidade (parques, locais de trabalho, residências, etc) ao longo de parte do mês de Fevereiro, o mês de Março e parte de Abril. Um valor de +15% em uma Terça-feira qualquer, significa que a visita e permanência em localidades dessa categoria...
3/10 aumentaram em 15%, quando comparadas com as visitas a locais dessa categoria ao longo das Terças-feiras de 3 de Janeiro a 6 de Fevereiro (a mediana para cada dia da semana e categoria nesse período é o que foi chamado de baseline no relatório). Com base nisso, ver uma...
Read 10 tweets

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