Fabulous to see @guildesports' @taysonFN win the Fortnite Champion Series All-Star Showdown last weekend.
#GILD talent has been a tad subdued on field the past couple of months, but three top 40 finishes (including first place ⬆️) in a major FNCS event is superb.
1/6
#GILD talent has been a tad subdued on field the past couple of months, but three top 40 finishes (including first place ⬆️) in a major FNCS event is superb.
1/6
https://twitter.com/MylesMcNulty/status/1398216164095008768
As per the Retweet ⬆️, this continued on-field success is critical for the commercial success of @guildesports over the long-term.
Evidently #GILD's set-up - the academy model, the personalised training, the player support - is working wonders.
FNCS victory this weekend...
2/6
Evidently #GILD's set-up - the academy model, the personalised training, the player support - is working wonders.
FNCS victory this weekend...
2/6
...also comes right on the back of #GILD signing its fourth partnership deal in only 8 months - this one with Samsung, which followed Subway in March.
@guildesports has been signing sponsorship deals / partnerships at a rate of approx. one every two months - and those...
3/6
@guildesports has been signing sponsorship deals / partnerships at a rate of approx. one every two months - and those...
3/6
...partners seem to be larger, more globally recognised with each new signing. HUGELY encouraging developments for @guildesports #GILD.
It's important to bear in mind that the global gaming market is worth $175bn per annum; yet Esports sits at only $1bn pa. That's <0.6%.
4/6
It's important to bear in mind that the global gaming market is worth $175bn per annum; yet Esports sits at only $1bn pa. That's <0.6%.
4/6
The growth trajectory of Esports is going to be phenomenal over the next decade, IMO.
Quick relative valuation analysis (both public comps and precedent transaction) demonstrates that #GILD is already trading at a major discount to its peers (current fair value ~17-24p)...
5/6
Quick relative valuation analysis (both public comps and precedent transaction) demonstrates that #GILD is already trading at a major discount to its peers (current fair value ~17-24p)...
5/6
But it's the LT growth prospects - as Esports explodes worldwide - that are so enticing.
@guildesports is building an empire from the ground up.
Rome wasn't built in a day; it'll take time for #GILD to become an established Tier 1 player.
But my word, what a flying start! 6/6
@guildesports is building an empire from the ground up.
Rome wasn't built in a day; it'll take time for #GILD to become an established Tier 1 player.
But my word, what a flying start! 6/6
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