$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
$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 $EPY
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$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
- Dozen of other mines surrounding them
- 4 high grade zones (slide)
- Great extension work on these zones
- All zones are shallow - mineralization starts at surface down to 80m
- Assays coming in Jan
$SGO APPROACH
- Production to generate cash flow to further expand operations
- Insiders hold 21% of shares = highly motivated
- Looking to advance share price thru fundamentals
Investigated 20% of prospective mineralization = reasonable to assume million ounce resource π
- world class technical team is their #1 advantage
- tech team 2 PHD 2 Masters
- Including famous Rob Carpenter - discovered Coffee gold project - Kaminak - 5M oz - sold for $500M
- Assembled this land package
$CRVC PROPERTY
- 28,000 hectares of property = district scale
- Historical drill holes show existing gold = some as high as 500+g/t Au
- Main structural elements of the lang Lake belt are all covered by CRVC