Sean Dent Profile picture
Investor | Engineer | Environmentalist

Aug 5, 2022, 13 tweets

To make money in stocks you need to vision to see them, then the patience & conviction to hold them

Having a screener helps with that & forces you to do your own research (example below 👇)

Just keep trying until something works, trust yourself & never give up 🦾

This is how #GFIN stacks up against this screener.

Anything I've got wrong, comments or questions, let me know!

Here's a bit more detail into what has happened with #GFIN this year and why I believe they have already reached an inflexion point

Look beyond the relatively modest "total" revenue growth, note how GDM (High margin) revenues are increasing and #esports revenues are stalling - this is deliberate as will be evident in the next tweet.

Most important thing is to look at the profitability, #GFIN is almost there

esports margins from service delivery isn't nearly as high margin as the esports saas or the digital media margins hence why business is pivoting that way.

#GFIN is at its inflexion point

GDM took £400k in all of 2020 yet has delivered £1.6m in the first half of 2022.

Easily expect £3.2m this year in full which will represent 800% growth... in just 2 years.

#GFIN this is just the beginning as you will see in the next tweet with users and revenue per user flying

Considering the users and revenue per user are increasing almost exponentially it is highly conservative to assume no increase in number of users through 2022/3 and only a 10% increase in revenue per user but that's what I've done and numbers still impress

#GFIN

There are 6 layers of conservatism built into these price projections. Six.

And I still come out with a share price which is 15x higher than todays.

#GFIN

Talk about open goal, the company are showing us what they are doing and how rapidly they're growing on an almost weekly basis now. Yet people complain at lack of communications.

This is a gift in my view, an opportunity to accumulate. #GFIN

It's not all about GDM either, mobile gaming and #GFIN's JV with #MOS could really light the boosters under this.

These things take time, don't think both companies aren't working very hard in the background because I know they are.

And remember, the whole industry remains in its infancy, there is huge headroom here and different ways it can progress.

#GFIN currently in negotiations with an unnamed betting company which could be very lucrative indeed.

And one final point is that all these brands are currently or have worked with #GFIN in the past. Some global names here with many more to come I am sure.

If you found this thread useful, please feel free to RT. :-)

#GFIN leadership overview (just a select few). Some real powerhouses here who have been there and done it with some of the worlds biggest companies. 👀

These guys know how to deliver and they are doing👊

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