🚨πŸ’₯ $ESE CEO INTERVIEW SUMMARY THREADπŸ’₯🚨

Another great one with @WallStreetRprtr today!

This thread will cover
- eSports sector
- Recent News
- Upcoming Catalysts
- Opinion

$ENTEF

#esports $NWES $VS $FANS $EGLX $EPY $AXV $FDM $GGAM $VST $YDX
ESPORTS sector = opportunity

$ESE has a first mover advantage in Europe = open for consolidation

Esports is a multibillion $$ global trend

Currently eSports has
- fragmented channels
- lack of standardization

= difficult to manage global media and advertising channels Image
$ESE RECENT NEWS
- Closed $3.6M financing
- All execs invested in this round
- After acquisition AND financing outstanding shares = ~50m

- Nuvei = title sponsor for K1ck eSports team
- Great LoL team and $ENTEF maintains a strong relationship with Riot games
$ESE UPCOMING CATALYSTS 1/3

- Completion of acquisition of WPG
- Working with largest org in motorsports
- Working with largest esports company
- Generates $12.5M rev in 2021!!! (unheard of for eSports)
- Limited dilution and maintaining tight structure

$ENTEF
$ESE UPCOMING CATALYSTS 2/3

- Working with Porsche and another car company (worlds largest motorsports company) coming on
- Great way to expand rev and profit = ~ 30% profit margin
- Deal in place for Q1/Q2

$ENTEF
$ESE UPCOMING CATALYSTS 3/3

- Expansion of esports teams and leagues biz
- Always going after new opportunities for media rights
- Specifically exclusive digital media rights of a publisher which creates opportunity for 3 to 5x multiple on future rev growth

$ENTEF
OPINION

$ESE
- very tight share structure

- projecting $~15M in rev in 2021 which is unheard of for eSports companies

- hyper focused on M&A with one day goal of NASDAQ

$EGLX has a $460M mc compared to $ESE $50M and I expect that gap to start closing quickly.

$VS $FANS $EPY

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More from @Great_MrStocks

7 Jan
🚨πŸ’₯ $VSBY CEO INTERVIEW SUMMARY THREAD πŸ’₯🚨

Thanks @WallStreetRprtr and @IssuerDirect for hosting back to back interviews with $VSBY CEO

Jay, you’re killing it buddy.

This will cover

MODELO deal
WESTROCK deal
IMBERA deal
SECURITY
CASH
UPLISTING
UPCOMING
OPINION

$VSBGF
$VSBY GRUPO MODELO DEAL

- Licensing revenue = $10 - 15/ unit/ month = $100K/ month in 2021 and $1M/ month in year 5

- Rev from media ~ $20M for Yr 1 = split 33% for VSBY

- Deployments are happening NOW 1500 done by end of Q1 - 10K by EOY!

Total deal is worth $35 - 40M
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$VSBGF
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22 Dec 20
🚨 $ESE CEO INTERVIEW SUMMARY 🚨

Another good one by @WallStreetRprtr. Here's some notes for those who missed it. It will cover:

OVERVIEW
PRO eSPORTS TEAM
eSPORTS SECTOR
RECENT NEWS 3/3
FUTURE

$ENTEF

$NWES $VS $FANS $EGLX $EPY $AXV $FDM $GGAM $VST $YDX
OVERVIEW

$ESE is a global eSports infrastructure company aimed at becoming biggest in the world with headquarters in Warsaw and Vancouver. Focused on NA, Europe and Asia.

- Team - pro eSports team
- Infrastructure - eSports platform
- Technology - 3D track scanning

$ENTEF
$ESE K1ck - PRO eSPORTS TEAM

Rev generation
- Enter tournaments with winnings
- Apparel
- Media rights
- Licensing

- Many parallels to traditional sports franchises
- Top esports teams = $150 - $400M usd
- Goal of being top 10 esports franchise in 2021

$ENTEF
Read 9 tweets
11 Dec 20
🚨 $VSBY WEBINAR CLIFF NOTES 🚨

Another great @WallStreetRprtr webinar with $VSBY today. Picked up a few new things I hadn't heard Jay talk about before.

- Imbera deal
- Modelo deal
- synergy
- next

$VSBGF πŸ”₯πŸ‘πŸš€

$PYR $KNR $GSI $MTRX $DOC $NXO $WELL $SONA
$VSBY IMBERA DEAL

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Q1 2021 - 2000 locations
Working towards 35 stores per day deployed

Private company that only makes cooler screens recent $180M valuation
= validates the category

$VSBGF
$VSBY MODELO DEAL πŸš¨πŸ‘€

Modelo 50K store deal for digital displays
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Selling media
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$VSBGF
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🚨πŸ’₯ $SGO $SMOFF Webinar Summary ThreadπŸ’₯🚨
#gold #GoldStocks

Will cover
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LINK:

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$KL $ELD $ABX $LUG $SSL $DPM $AEM $AGI $KDK $ROS $GXS $GL $GLD $NFG $EQX $GBR $RLG $NXS $PAC $TGM
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4 Dec 20
🚨πŸ’₯ $CRVC CEO INTERVIEW SUMMARYπŸ’₯🚨

Going to cover their
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- Cash
- Flow through financing
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$GBR $RLG $NXS $SLV $PAC $GNG $RGLD $FF $BTU $KL $ELD $ABX $LUG $SSL $DPM $AEM $AGI $GPMI $KDK $ROS $GXS $GL $GLD $BYN $NFG $EQX
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