QuackCap @QuackQuackCap

If it walks like a portfolio manager... Tech/Consumer, soft spot for gaming. No investment advice Big Pond Joined November 2024

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QuackCap @QuackQuackCap

a month ago

$DIB Wuchang update ❌ <20% of steam positives. Bad optimization + questionable discounts/offers that made some early pre-order buyers feel tricked. This is review bombing and score will improve, but some damage has been done. ✅ 114k peak looks strong and confirms good sales

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QuackCap @QuackQuackCap

2 months ago

$DIB update ❌Profit warning FY25: EBIT <-10m vs ~-1m expected due to 8m write-offs ✅Wuchang 77 OpenCritic, 75 metacritic - enough to not spoil sales ✅FY25 Net debt 20m vs. 30m guided before. Flat vs 3Q, likely helped by Wuchang pre-sales and maybe shift in capex timing?

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Viktor Spindler @fintech_dev

2 months ago

$DiB First review for Wuchang: Fallen Feathers is out, guessing more will drop throughout the day

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Alinea Analytics @alineaanalytics

2 months ago

Wuchang: Fallen Feathers is just a few days away from launch. It’s currently the: 🇨🇳 #1 top-selling game on Steam China 🇨🇳 #2 on PlayStation in China 🌏 #1 global pre-order title on Steam According to @alineaanalytics estimates, it's nearing 200K pre-sold copies on Steam, and…

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QuackCap @QuackQuackCap

2 months ago

It seems that after 3Y pause institutions started doing some work on Bango (Tegus is 20k USD p.a. service where you can access expert calls of other funds, you pay on top for own calls). I like using it look what stocks see increasing interest from fundamental funds. $BGO $BGO.L

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QuackCap @QuackQuackCap

2 months ago

Dug into $IMMR inspired by some good work by @esteussy @MaaizKhan (check them out). However, this BBG news suggests the Valve case is not good, so the SOTP discount remains, but no catalysts. I’m a patent ignorant though, so maybe there is something I don’t understand here?👇🧐

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QuackCap @QuackQuackCap

2 months ago

$DIB - likely this note by Midcap triggered the stock today. The company is thinly covered (only 2 analysts remaining and the other one has Hold) and from my experience local buyside doesn’t understand gaming. Ample room for discovery left 🌞

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QuackCap @QuackQuackCap

2 months ago

$DIB Wuchang pre-orders incredibly strong: Gamalytic shows 5.4m 1M before release! And this is a Chinese game, so likely additional 30% is sold outside of Steam and not included. For a comparison, Space Marine 2 $alpul at the same stage sold 6m and grossed 180m on steam in 10M