companyName

extensiveId

feedTypes

includeEstimates

includeOverview

includeOwnership

snapshotDate

CompanyName_Query

companySlug

CompanyMetaData

CompanyContent_query

company

query CompanyName_Query(
  $companyName: String!
  $extensiveId: ID
  $snapshotDate: String
  $feedTypes: [ContentType!]!
  $includeEstimates: Boolean!
  $includeOverview: Boolean!
  $includeOwnership: Boolean!
) {
  ...CompanyMetaData_Ux1x9
  ...CompanyContent_query_2v0yPY
}

fragment AnalystData on Analyst {
  name
  pageUrl
  jobTitle
  imgUrl
}

fragment AuthorList on Content {
  __isContent: __typename
  id
  authors {
    __typename
    id
    name
    pageUrl
  }
}

fragment ChangePercentBlock_Company on Company {
  defaultInstrument {
    isin
    symbol
    priceData {
      diff1mPercentage
      diff1yPercentage
      diff3yPercentage
      diffFromStartPercentage
    }
    id
  }
}

fragment CompactFeed_3NXCcw on Query {
  compactFeed: feedContent(companySlug: $companyName, filter: {types: $feedTypes}) {
    edges {
      node {
        __typename
        id
        ...TeaserExtraCompact_content
        createdAt
        companies {
          viewerIsFollowing
          id
        }
      }
      cursor
    }
    pageInfo {
      endCursor
      hasNextPage
    }
  }
}

fragment CompanyAnalystQuery on Company {
  analysts {
    ...AnalystData
    name
    pageUrl
    jobTitle
    imgUrl
    id
  }
}

fragment CompanyContent_query_2v0yPY on Query {
  ...CompanyHeader_query_Ux1x9
  ...CompanyOwnership_query_Ux1x9 @include(if: $includeOwnership)
  ...CompanyFinancials_query_Ux1x9 @include(if: $includeEstimates)
  ...CompanyInvestorConsensus_query_Ux1x9
  ...CompanyPageTop_query_Ux1x9 @include(if: $includeOverview)
  ...CompanyPageBottom_query_2bVJwf @include(if: $includeOverview)
  ...CompanyDisclaimer_query_Ux1x9
  ...Extensive_query_3u4Ry5
}

fragment CompanyCoverage_Company on Company {
  analysts {
    name
    id
  }
  isPayingCustomerOf
  isFormerCustomerOf
  isCorporateCustomer
  ...CompanyAnalystQuery
  defaultInstrument {
    ...TargetAndRecommendation_Company
    id
  }
}

fragment CompanyDescription_Company on Company {
  description
  websiteUrl
  name
}

fragment CompanyDisclaimer_query_Ux1x9 on Query {
  company(companySlug: $companyName) {
    name
    isPayingCustomerOf
    isFormerCustomerOf
    id
  }
}

fragment CompanyFinancials_query_Ux1x9 on Query {
  company(companySlug: $companyName) {
    ...NonERCompanyNumbers_query
    ...CompanyNumbers_query
    defaultInstrument {
      coreId
      id
    }
    id
  }
}

fragment CompanyHeader_query_Ux1x9 on Query {
  company(companySlug: $companyName) {
    id
    companyInsref
    name
    viewerIsFollowing
    followersCount
    isCorporateCustomer
    hasPinpointData
    sector {
      sectorname
      industry
    }
    regions
    extensiveExists
    defaultInstrument {
      symbol
      priceData {
        tradeCurrency
        lastPrice
        diff1dPercentage
      }
      marketplace {
        name
      }
      estimates: estimateTransactions(first: 1, includeQuarters: false) {
        date
      }
      nonERCompanyNumberSet(first: 1, includeQuarters: false) {
        year
      }
      id
    }
    topOwners {
      holders {
        name
      }
    }
    transactions: insiderTransactions(filter: {types: [BUY, SELL, SUBSCRIPTION]}) {
      edges {
        node {
          date
          id
        }
      }
    }
  }
}

fragment CompanyInsiderTransactions on Company {
  name
  regions
  insiderTransactions(filter: {types: [BUY, EXERCISE_OF_SHARE_OPTION, PLEDGE, RECEPTION_OF_SHARE_PREMIUM, SELL, SUBSCRIPTION]}) {
    edges {
      node {
        insider
        position
        volume
        price
        date
        unit
        type
        relatedParty
        id
      }
    }
  }
}

fragment CompanyInvestorConsensus_query_Ux1x9 on Query {
  company(companySlug: $companyName) {
    name
    companyInsref
    id
  }
}

fragment CompanyMetaData_Ux1x9 on Query {
  company(companySlug: $companyName) {
    name
    description
    pageUrl
    defaultInstrument {
      estimateData {
        modelType
      }
      id
    }
    id
  }
}

fragment CompanyName_Slug on Company {
  slug
}

fragment CompanyNumbers_query on Company {
  name
  defaultInstrument {
    estimateData {
      modelType
      reportingCurrency
    }
    estimateTransactions(first: 1, includeQuarters: true) {
      comparisonIndexName
      actualized {
        year
        quarter
        revenue
        revenueGrowth
        ebitda
        ebitAdjusted
        ebitReported
        preTaxProfit
        netEarnings
        epsReported
        epsAdjusted
        dividend
        payoutPercentage
        roePercent
        roiPercent
        enterpriseValue
        bookValue
        marketCap
        gearingPercent
        equityRatio
        dividendYield
        totalCosts
        loanLosses
        balanceSheetTotal
        tangibleBook
        cet1
        rwa
        sharePrice
        sharesTotal
        nav
        navPerShare
        opexOfNav
        totalShareholderReturn
        comparisonIndexReturn
        netDebtTotalAsset
        quarterlySharePrice
      }
      estimates {
        year
        quarter
        revenue
        revenueGrowth
        ebitda
        ebitAdjusted
        ebitReported
        preTaxProfit
        netEarnings
        epsReported
        epsAdjusted
        dividend
        payoutPercentage
        roePercent
        roiPercent
        enterpriseValue
        bookValue
        marketCap
        gearingPercent
        equityRatio
        dividendYield
        totalCosts
        loanLosses
        balanceSheetTotal
        tangibleBook
        cet1
        rwa
        sharePrice
        sharesTotal
        nav
        navPerShare
        opexOfNav
        totalShareholderReturn
        comparisonIndexReturn
        netDebtTotalAsset
        quarterlySharePrice
      }
    }
    id
  }
}

fragment CompanyOverviewGraphs_query_Ux1x9 on Query {
  company(companySlug: $companyName) {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      companyTransactions: estimateTransactions(first: 1, includeQuarters: false) {
        actualized {
          year
          revenue
          ebitAdjusted
          epsAdjusted
          dividendYield
          navPerShare
          totalShareholderReturn
        }
        estimates {
          year
          revenue
          ebitAdjusted
          epsAdjusted
          dividendYield
          navPerShare
          totalShareholderReturn
        }
      }
      id
    }
    id
  }
}

fragment CompanyOwners on Company {
  regions
  topOwners {
    recordDate
    source
    holders {
      name
      capitalPercent
      votingPowerPercent
    }
  }
}

fragment CompanyOwnership_query_Ux1x9 on Query {
  company(companySlug: $companyName) {
    name
    ...CompanyOwners
    ...CompanyInsiderTransactions
    id
  }
}

fragment CompanyPageBottom_query_2bVJwf on Query {
  ...GeneralFeed_data_3NXCcw
  ...CompactFeed_3NXCcw
  ...UpcomingEventsQuery_Ux1x9
  ...RiskRecommendMatrix_query_Ux1x9
  ...CompanyOverviewGraphs_query_Ux1x9
  ...NonERCompanyOverviewGraphs_query_Ux1x9
  company(companySlug: $companyName) {
    companyInsref
    ...ForumUpdates_Company
    defaultInstrument {
      coreId
      id
    }
    id
  }
  allFeed: feedContent(first: 1, companySlug: $companyName, filter: {hideUpcomingVideos: true}) {
    edges {
      node {
        __typename
        id
      }
    }
  }
  main: feedContent(first: 1, companySlug: $companyName, filter: {hideUpcomingVideos: true, types: [COMPANY_REPORT, EXTENSIVE_COMPANY_REPORT, ANALYST_COMMENT, VIDEO, ARTICLE]}) {
    edges {
      node {
        __typename
        id
      }
    }
  }
  webcasts: feedContent(first: 1, companySlug: $companyName, filter: {hideUpcomingVideos: true, types: [WEBCAST]}) {
    edges {
      node {
        __typename
        id
      }
    }
  }
  thirdPartyResearch: feedContent(first: 1, companySlug: $companyName, filter: {types: [THIRD_PARTY_COMPANY_REPORT]}) {
    edges {
      node {
        __typename
        id
      }
    }
  }
  releases: feedContent(first: 1, companySlug: $companyName, filter: {types: [STOCK_EXCHANGE_RELEASE, PRESS_RELEASE]}) {
    edges {
      node {
        __typename
        id
      }
    }
  }
}

fragment CompanyPageTop_query_Ux1x9 on Query {
  ...StockChart_ChartQuery_Ux1x9
  ...LatestReports_query_Ux1x9
  company(companySlug: $companyName) {
    isFund
    name
    ...CompanyCoverage_Company
    ...CompanyName_Slug
    ...CompanyDescription_Company
    ...FundNumbers_Company
    ...ChangePercentBlock_Company
    ...KeyEstimateFigures_Company
    ...InvestmentCompanyKeyFigures_Company
    defaultInstrument {
      id
      estimateData {
        modelType
      }
    }
    analysts {
      name
      id
    }
    id
  }
  extensiveReport: feedContent(first: 1, companySlug: $companyName, filter: {types: [EXTENSIVE_COMPANY_REPORT]}) {
    edges {
      node {
        __typename
        id
      }
    }
  }
  analysis: feedContent(first: 1, companySlug: $companyName, filter: {types: [COMPANY_REPORT, EXTENSIVE_COMPANY_REPORT], tagNames_nin: ["Mallisalkku", "Arvonluojat"]}) {
    edges {
      node {
        __typename
        id
      }
    }
  }
  analysisArvonluojat: feedContent(first: 1, companySlug: $companyName, filter: {types: [COMPANY_REPORT, EXTENSIVE_COMPANY_REPORT], tagNames_nin: ["Mallisalkku"]}) {
    edges {
      node {
        __typename
        id
      }
    }
  }
}

fragment CompanyTagList on Company {
  pageUrl
  name
  viewerIsFollowing
}

fragment Extensive_query_3u4Ry5 on Query {
  company(companySlug: $companyName) {
    extensive(extensiveId: $extensiveId, snapshotDate: $snapshotDate) {
      publishedAt
      pageUrl
      content {
        id
        title
        lang
        slug
        htmlBody
        createdAt
        changedAt
      }
    }
    id
  }
}

fragment ForumUpdates_Company on Company {
  name
  forum {
    threadUrl
    highlightedPosts {
      url
      author
      authorImgUrl
      text
      postedAt
      likesCount
    }
  }
}

fragment FundNumbers_Company on Company {
  defaultInstrument {
    isin
    symbol
    priceData {
      lastPrice
      ath
    }
    id
  }
}

fragment GeneralFeed_data_3NXCcw on Query {
  generalFeed: feedContent(first: 20, companySlug: $companyName, filter: {types: $feedTypes}) {
    edges {
      node {
        __typename
        id
        ...Teaser_content
        ...TeaserCompact_content
      }
      cursor
    }
    pageInfo {
      endCursor
      hasNextPage
    }
  }
}

fragment InvestmentCompanyKeyFigures_Company on Company {
  marketData {
    marketCap
  }
  defaultInstrument {
    priceData {
      tradeCurrency
      dailyTurnover
    }
    estimateData {
      modelType
    }
    estimateTransactions(first: 1, includeQuarters: true) {
      actualized {
        year
        quarter
        sharesTotal
        marketCap
        nav
        navPerShare
        dividendYield
        quarterlySharePrice
      }
      estimates {
        year
        quarter
        dividendYield
      }
    }
    id
  }
}

fragment KeyEstimateFigures_Company on Company {
  marketData {
    marketCap
  }
  defaultInstrument {
    priceData {
      tradeCurrency
      dailyTurnover
      lastPrice
      marketCap
    }
    sector
    fundamentalData {
      ebit
      eps
      sales
      dividend
    }
    estimateData {
      modelType
      estimates {
        firstEstimateYear {
          year
          bookValue
          netSales
          dividendA
          epsAdjusted
          ebitAdjusted
          hybridLoan
          noOfShares
          netDebt
          mvMinorities
          mvAssociated
          roePercent
        }
      }
    }
    estimatesSharePrice: estimateTransactions(first: 1) {
      estimates {
        sharePrice
      }
    }
    id
  }
}

fragment LatestReports_query_Ux1x9 on Query {
  extensiveReport: feedContent(first: 1, companySlug: $companyName, filter: {types: [EXTENSIVE_COMPANY_REPORT]}) {
    edges {
      node {
        __typename
        createdAt
        pageUrl
        id
      }
    }
  }
  analysis: feedContent(first: 1, companySlug: $companyName, filter: {types: [COMPANY_REPORT, EXTENSIVE_COMPANY_REPORT], tagNames_nin: ["Mallisalkku", "Arvonluojat"]}) {
    edges {
      node {
        __typename
        createdAt
        pageUrl
        id
      }
    }
  }
  analysisArvonluojat: feedContent(first: 1, companySlug: $companyName, filter: {types: [COMPANY_REPORT, EXTENSIVE_COMPANY_REPORT], tagNames_nin: ["Mallisalkku"]}) {
    edges {
      node {
        __typename
        createdAt
        pageUrl
        id
      }
    }
  }
}

fragment NonERCompanyNumbers_query on Company {
  name
  defaultInstrument {
    nonERNumberSet: nonERCompanyNumberSet(includeQuarters: true) {
      year
      quarter
      revenue
      ebitda
      ebitReported
      epsReported
      dividend
      sharesTotal
      roe
      roi
      enterpriseValue
      marketCap
      gearingRatio
      equityRatio
      dividendYield
      sharePrice
      currency
      evSales
      evEbitda
      evEbit
      pb
      netIncome
      ptp
    }
    id
  }
}

fragment NonERCompanyOverviewGraphs_query_Ux1x9 on Query {
  company(companySlug: $companyName) {
    defaultInstrument {
      overviewGraphsData: nonERCompanyNumberSet(includeQuarters: false) {
        year
        revenue
        ebitReported
        epsReported
        dividend
        dividendYield
        currency
      }
      id
    }
    id
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment RiskRecommendMatrix_query_Ux1x9 on Query {
  company(companySlug: $companyName) {
    defaultInstrument {
      riskData: estimateTransactions(first: 1) {
        businessRisk
        valuationRisk
      }
      id
    }
    id
  }
}

fragment StockChart_ChartQuery_Ux1x9 on Query {
  company(companySlug: $companyName) {
    isFund
    defaultInstrument {
      coreId
      id
      marketOpen
      marketClose
      marketplace {
        region
      }
      returns {
        day
        week
        month
        threeMonths
        sixMonths
        year
        threeYears
        fiveYears
        tenYears
        ytd
        total
      }
    }
    id
  }
}

fragment TargetAndRecommendation_Company on Instrument {
  estimateData {
    modelType
    researchCurrency
    estimates {
      date
      recommendation
      targetPrice
    }
  }
}

fragment TeaserCompact_content on Content {
  __isContent: __typename
  __typename
  id
  type
  title
  createdAt
  isPremium
  pageUrl
  lang
  companies {
    ...CompanyTagList
    id
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
  ...AuthorList
}

fragment TeaserExtraCompact_content on Content {
  __isContent: __typename
  id
  title
  createdAt
  pageUrl
  lang
  companies {
    name
    pageUrl
    viewerIsFollowing
    id
  }
}

fragment Teaser_content on Content {
  __isContent: __typename
  __typename
  id
  type
  title
  createdAt
  pageUrl
  imgUrl
  isPremium
  lang
  companies {
    ...CompanyTagList
    id
  }
  publishers {
    imgUrl
  }
  authors {
    __typename
    id
  }
  ... on AnalystComment {
    preview
  }
  ... on Article {
    preview
  }
  ... on CompanyReport {
    preview
  }
  ... on ThirdPartyCompanyReport {
    preview
  }
  ... on QA {
    preview
  }
  ... on Video {
    preview
    liveTime
    videoDuration
  }
  ... on Webcast {
    preview
    liveTime
  }
  ...AuthorList
  ...Reactions
}

fragment UpcomingEventsQuery_Ux1x9 on Query {
  company(companySlug: $companyName) {
    defaultInstrument {
      calendarEvents(first: 10) {
        edges {
          node {
            date
            type
            period
            id
          }
        }
      }
      id
    }
    id
  }
}


name

description

pageUrl

defaultInstrument

companyInsref

viewerIsFollowing

followersCount

isCorporateCustomer

hasPinpointData

sector

regions

extensiveExists

topOwners

insiderTransactions

isPayingCustomerOf

isFormerCustomerOf

extensive

feedContent

Flexion Mobile

Flexion launches Seaside Escape - a top 50 grossing game from Microfun

Redeye: Flexion Mobile (Q3 Review) - Maintained growth outlook but weaker gross margins

Flexion Mobile Plc terminates liquidity providing agreement

Q3 Report - 30 September 2025

Flexion Mobile: XSOLLA AND FLEXION ANNOUNCE STRATEGIC PARTNERSHIP TO DELIVER FRICTIONLESS PAYMENTS AND GLOBAL REACH FOR GAME DEVELOPERS

Flexion Mobile: Flexion signs Seaside Escape - a top 50 grossing game

Redeye: Flexion Mobile - Building growth momentum

Flexion Mobile: Q2 Report - 30 June 2025

Flexion Mobile: Flexion To Bring Realms of Pixel To The Alternative App Stores

Flexion Mobile PLC - AGM Results and Board Changes

Flexion Mobile: Flexion files its 2024 Annual Accounts

Redeye: Flexion Mobile - Solid report with no surprises

Flexion Mobile: Notice of Annual General Meeting

Flexion Mobile: Q1 Report - 31 March 2025

Director Changes on the Board of Flexion Mobile PLC

Flexion Mobile: Opening up for buybacks - ABG

Redeye: Flexion Mobile - Climbing in the value chain

Flexion Mobile: Q4 Report - 31 December 2024

Flexion Mobile: Flexion and Electronic Arts Partner to Bring Hit Games to Alternative App Stores

Flexion Mobile: Flexion announces transition of CFO

Flexion Mobile: Flexion signs Gossip Harbor - a top 30 grossing game

Flexion Mobile: Strong growth in Q3, but below ABGSCe - ABG

Redeye: Flexion Mobile - Back to fundamentals

Flexion Mobile: Q3 Report - 30 September 2024

First North Stockholm

Flexion Mobile operates in the IT sector. The company has developed various technical platforms aimed at customers in game development. The vision is to offer mobile platforms that the company's customers can use to more easily distribute games in their sales channels. The largest operations are found in the European market. Flexion Mobile was founded in 2007 and is headquartered in London.

Aikalailla samat ajatukset tämän Q3:n jälkeen kuin aiemmissakin viesteissä. Kassa on sulanut yli 5miljoonaa viime kvartaalista ja jäljellä reilu 7 miljoonaa. toivottavasti saadaan seuraavilla kvartaaleilla vähän kerättyä kassaakin niin ei ala jännittämään lisärahoituksen tarvetta  Taas oli maksettu yli 3 miljoonaa joistain pelioikeuksista. Mikähän peli kyseessä? Näyttää siltä että noista joutuu jatkossakin jotain makselemaan. Puheet seuraavasta vuodesta edelleen kovat ja tulee tämä Q4 olemaan varmasti kova kanssa. Kovia diilejä kuulemma tulossa. Nyt vaan odotellaan puheiden lunastusta

Samma här - eipä tuossa juurikaan mitään uutta tulosvaroituksen yhteydessä annettuihin tietoihin. Q4 tulee todennäköisesti olemaan vahvempi liikevaihdon ja EBITDAn suhteen kuin vuosi sitten, jos noihin lokakuun lukuihin ja marraskuun kehitykseen (viikko viikolta rikotaan liikevaihtoennätyksiä) on uskominen. Noihin pelioikeuksiin kaipaisi kyllä enemmän läpinäkyvyyttä. Ajallinen yhteys sopii ainoastaan Monopoly Go:n ja Stumble Guysin julkaisuun eli jonkinasteinen lisäpalkkio, joka voisi ehkäpä liittyä pelien odotettua parempaan myyntiin Google Playssa ja Apple Storessa  Melko iso satsaus yhtiöltä, jos liittyy noihin peleihin. Tuon lisäksi kassaa on syönyt käyttöpääoman muutokset negatiiviseen suuntaan eli myyntisaamiset kasvaneet ja “ostovelat” pienentyneet. Noin 3,7mGBP miinuksella YTD. Eiköhän tuo ainakin osittain korjaannu Q4 plus vahva tulos loppuvuoteen. Mutta täytyy tosiaan kassaan kiinnittää huomiota, jos uudet peliavaukset syövät jatkossakin etupainotteisesti kassaa pelioikeuksien muodossa. Sehän voisi alkaa jo rajoittamaan kasvua. Näköjään siellä on vetämässä muitakin kehitysaihioita. Toivon mukaan eivät lähde repeilemään liian moneen suuntaan. “We are participating in several exciting new strategic initiatives  including the integration of third-party payment services in  games, cloud gaming and direct distribution. All of these initiatives  serve to generate more revenue and audiences for the games  and developers with whom we cooperate.”

Uusi pienen pään soppari:  LONDON, 10th November 2023 - Flexion (Nasdaq: FLEXM), the games marketing company has signed an agreement with Special Gamez, the mobile gaming publishing division of iQIYI, an innovative market-leading online entertainment service in China, to publish the developer’s worldwide hit game Wolf Game: Wild Animal Wars on the alternative app stores. Flexion will distribute the game on the Amazon Appstore, Aptoide, ONE store, Samsung Galaxy Store, DT Hub, Huawei’s AppGallery and Xiaomi GetApps in Q4 2023. Wolf Game: Wild Animal Wars earns over $2M in net revenue combined on Google Play and Apple’s App Store. Flexion’s distribution services will add revenue and new players from the alternative app stores through monetisation, platform relations and new user acquisition. For Special Gamez, the partnership with Flexion represents an opportunity to improve its brand and product recognition while reaching new users outside its existing distribution channels. “Smart developers like Special Gamez are driving increased revenue and wider audiences thanks to the alternative app stores,” says Jens Lauritzson, CEO of Flexion. “Flexion is adding an average of 10% to a game’s Google Play revenue by taking it to the alternative app stores. We have more than 100 people with expertise and experience, and technology in growing revenue and audiences on the alternative app stores. No one else can offer this.”  Tuolla ei kuuhun mennä, mutta taas uusi pelikehittäjä saatu mukaan. Jos oletaan, että tuosta 2mUSD/kk Google Play & App Store myynnistä 10% saadaan Flexionin jakelemaa liikevaihtoa, josta saadaan 10% EBITDA => vuodessa 24mUSD x 10% x 10% = 0,24mUSD EBITDA:ta per vuosi.  Tyhjää parempi, mutta toivon mukaan ei yksi niistä isoista diileistä, joita mainittiin aiemmin…

Our recovery started in September and was driven by the successful launches of our new titles together with significantly stronger distribution in some of our main stores and the newly launched Xiaomi GetApps store. This was further seen in October which was the strongest month in Flexion’s history with 26% revenue growth (YoY) in distribution measured in constant currencies. Financially, Flexion is also very strong with a long term positive operating cashflow and a cash balance of GBP 8m as per September 2023. Since the launch of Monopoly Go and Stumble Guys in our channels in Q3, we have moved up a gear and are seeing stronger interest from the top-grossing game developers around the world. It sets us up for a solid Q4 2023 and a game changing 2024 - the year that the European Digital Markets Act will help drive further growth in alternative distribution, concludes Jens Lauritzson”  Räjähtävä 2024 tuloillaan. Tuo lupaus on jo pakko lunastaa.

Totta, ei ole vielä ollut positiivinen, mutta jos siivoaa H1/2023 luvuista tuon käyttöpääoman heittelyn pois (mikä ei mielestäni ole olennainen) sekä yritysostot, niin FCF olisi H1:ltä 1,1mGBP, mikä ei toki ole paljon, mutta tulos ja kassavirrat painottuvatkin Q1 kommenttien mukaisesti H2:lle. Toisaalta tuossa ei ole huomioitu jakeluoikeuksia - niitähän voi tulla jatkossa enemmänkin. Toinen luku, mitä voisi ehkä seurata FCF ohella olisi [EBITDA - korvausinvestoinnit - kehitysaktivoinnit - jakeluoikeuspoistot]. Tämä oli H1:llä enää 1,26 - 0,03 - 0,12 - 0,7 = 0,41 mGBP Mutta lähinnä meinasin jatkoa tuolla kassavirralla. Jos H2 on pannukakku, niin sitten alkaa epäusko iskeä tämän kohdalla.

Poiminta Redeyen viimeisimmästä päivityksestä: “On this note, we also see existing industry players intensifying their efforts in the space. For instance, Digital Turbine, a US-listed platform company that Flexion Mobile partnered with in March 2023, disclosed its intention to allocate more capital in this space to capture future growth opportunities while referring to its partnership with Flexion in its recent earnings call. Furthermore, in addition to alternative app stores for game distribution, Digital Turbine underscores the significance of direct distribution, a territory that rumors suggest Meta is also exploring. This involves users downloading a game directly through an ad, presenting an additional dimension and complexity that Flexion can take advantage of. As the distribution of games becomes more complex, the value proposition of Flexion’s solutions increases. Once again, this underscores Flexion’s potential for enhanced value and profitability as the gaming distribution landscape evolves in complexity.” Tuo Digital Turbine yhteistyö julkaistiin jo 3/2023, mutta en tuolloin käsittänyt, mistä oikein on kyse. Tuon luettuani alkaa näyttää siltä, että käsillä voisi olla suuremman luokan disruptio mobiilipelien jakelussa, joka ei nojaa pelkästään vaihtoehtoisiin sovelluskauppoihin. Tekstissä myös mainitaan, että Digital Turbine on kasvattanut omistustaan Aptiodesta (vaihtoehtoinen Android sovelluskauppa), jolloin myös Flexioniin sijoittaminen voisi olla agendalla. Yhtiön mcap reilu 500mUSD, mutta hyvin velkainen ja tekee tappiota, mikä laskee odotuksia sijoitusten suhteen.

Joo negariahan se sieltä pukkas. Tavallaan ihan odotuksissa tuo olikin että nuo kaksi uusinta peliä tuossa nostaakin vasta liikevaihtoa ja jos ne vasta syyskuussa vissiin on saatu alustalle niin nythän ne vasta alkaa näkyä luvuissa. Mutta niinkun puhuttiin niin uusia pelejä tarvitsee silti ja ilmeisesti sellaisista käydään isoja keskusteluja jos puheisiin on luottaminen. Tosiaan tuon mullistavan ensi vuoden takia tässä mukana roikutaan että parempi alkaa suorittaa sitte  Mutta puheiden tasolla homma vielä hallussa. Ei kai tässä auta taas kun ootella.

LLC Pershing

Morgan Stanley Smith Barney LLC

Flexion Mobile

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