BLUE
DI
Dungeon Investing
@dungeroninvesting.bsky.social
From Singapore miniature makers to Nottingham’s merry men, from one busted NewConnect videogame IPO to Swedish IP devourers, and from one Japanese conglomerate that makes anime to crying because Shueisha is not public. (previously, @trampasalpoker)
52 followers247 following22 posts

Even if it is a success, it is difficult for that launch to propel software sales, as happened with the Switch launch because... well, they are already really good. What do you guys see in it?

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I like Nintendo #NTDOY as a company but also, personally, I wouldn't invest in it right now. They are on the verge of a console generation change after their most successful console yet, which replace both DS and WiiU.

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Pullup $ALPUL.PA reported revenue... with interesting things for #GAW Games Workshop holders. 4.5 million players to Space Marine 2, and that revenue in catalog is essentially coming from that game only (ballpark 150-160 million) This is already after VAT and platform fees.

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#GAW Here is the missing dividend! Higher than last year's September one, though the total in the financial year so far is slightly lower. I think it will continue to go up, though :)

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I thought #MetaphorReFantazio was going to be in the same ballpark as Persona 3: Reload in terms of success. I underestimated Atlus, apparently! CCU numbers in steam basically double the ones from P3R.

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I published an update on PlayWay in the substack. I cover their governance controversies, how the main games have done, their pipeline and the group restructuring that we are seeing, with the sale of some subsidiaries and associate participations! www.dungeoninvesting.com/p/playway-20...

PlayWay: One year later
PlayWay: One year later

PlayWay just published its H1 results. Its share price is down more than 30% in the last year, what about its business?

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Any recommended follows? I like what I see so far, but still finding my feed a bit empty

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Looking for good franchises and IPs to review so... what video games are you playing of late? As for me, still playing Total War: Warhammer 3, Football Manager 24 (so you get the SEGA love here!) and (surprisingly enough) Battle for Wesnoth. You?

Total War: Warhammer cover art
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Sadly, no such instrument in Spain! But we are opening an account with indexed UCITS funds for her, yes!

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Thank you! Well, not sure if it is hormones or whatever, but so far I am really enjoying it, sleep be damned!

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DI
Dungeon Investing
@dungeroninvesting.bsky.social
From Singapore miniature makers to Nottingham’s merry men, from one busted NewConnect videogame IPO to Swedish IP devourers, and from one Japanese conglomerate that makes anime to crying because Shueisha is not public. (previously, @trampasalpoker)
52 followers247 following22 posts