GameStop explained and expanded! The Gamestop bubble is great fun to follow right now. The events of the last week have drawn in a great cast of the world’s hottest media properties: the the shiny new Biden White House, the Democrat star Alexandria Ocasio-Cortez, the world’s richest man Elon Musk, Read more…
What would happen with a more inclusive Rockstar?
Above the scrabbling, creative world of game development swim the leviathans of the tech oceans, ghosting above it all with their apetite for acquisitions, deep pockets and 20-year investment horizons. These leviathans have their teeth firmly embedded in the gaming value chain: Google (Google Play Store), Tencent (Wegame, Epic), Apple (App Read more…
Biografen Skandia opened its doors at 8.30am on Wednesday 16th May for Breakit’s first conference for gaming and investments. Stockholm has not been well served with gaming conferences despite its importance to the industry, but there were high quality and interesting delegates, a gratifyingly high quality of moderators and panellists, good themes, Read more…
There is a new(ish) Nordic issue in town, see the documentation yourselves here. This is how I unpack what is presented:
History Three Gates is a company, founded in 2011 and which listed originally in 2016. It now has 600 investors. The majority of shares is held by founders and some private equity firms and directors. For a Swede the coolest thing about them is they are based in Gotland in the middle of the Baltic Sea, imagine the Iron Islands but with fibre.
Production this is solid, repeatable games production company with a clear niche that allows them to follow a segment of gamers and know their market better than others, the fishing, hunting, sports segment of the market is not a sexy segment (if you ask me) but they have found their niche and some interesting cooperation partners and good luck to them.
MAG Interactive’s shares started trading on 8 December 2017. In a tweet before the launch, I asked if anyone could see any reason to invest. To me, Mag Interactive looks like a case of a one-hit wonder (Ruzzle) without a repeatable development concept. As a result, it had to move up the Read more…