Nordstern Capital

from 1 grain to 9,223,372,036,854,780,000

[Pierre Lindh @Pierreobv]

$EVO

Remember the Evolution Georgia strikes?

Recently CEO Martin Carlesund invited myself and our senior reporter Sonja to tour the Georgia facilities and to give us the inside scoop from Evolutions perspective of what actually happened. Sonja produced an excellent write up on the full Evolution Georgia strike saga from start to finish with a lot of new information.

https://t.co/1IdHaI3ML6

[Nordstern Capital @InvestorPilk]

https://t.co/MRNp7O1sWh

[Nordstern Capital @InvestorPilk]

@EPSgrowth The more shorts the better…they are all future buyers

[Nordstern Capital @InvestorPilk]

$EMBRAC
3m units KCD2 would translate to 900m SEK Adjusted EBIT.

This is already more than most analysts estimate for entire 4Q PC/Console segment…add the back catalogue (e.g. KCD1 !!)…

-> massive analyst upgrades incoming before Q4 report

[Viktor Spindler @fintech_dev]

$EMBRAC Since the last milestone, KCD II is selling ~28k/day (18k Steam, 6k PS, 4k Xbox est. from Alinea). That puts it at ~2.3M as of March 1. If momentum holds, ~3.1M by Q-end, but some decline is more likely, hitting 3M will be tight but could be doable.

[Viktor Spindler @fintech_dev]

Putting KCD II in perspective alongside other Embracer titles on Steam. $EMBRAC

[Nordstern Capital @InvestorPilk]

$Embrac
@alineaanalytics knew that #KCD2 hasn’t sold 2m copies yet.

Alinea is the gold standard of gaming data insights!

…that said… #KCD2 is likely to have a loooong tail -> $Embrac back catalog 💪💪💪

Congrats to @WarhorseStudios

[Nordstern Capital @InvestorPilk]

@alineaanalytics Great work @alineaanalytics

[Nordstern Capital @InvestorPilk]

Must read!

[Alinea Analytics @alineaanalytics]

🎮 2024 Steam Year in Review
We're excited to share our 2024 Steam Year in Review report with detailed insights and visualizations.

Be sure to check it out! (no sign-up required) ➡ https://t.co/tsexzgCRNu

Key Highlights
- Indie titles +35% y/y, but AA/AAA captures an even larger share of the market

- China continues to dominate, with Black Myth: Wukong as largest new release

- The extraction shooter sub-genre achieved the highest revenue per game

- Third-person titles are steadily gaining ground over first-person titles

- Continued strong conversion from wishlist to sales performance

#Steam2024 #GamingTrends

[Nordstern Capital @InvestorPilk]

$EVO the lower the stock price, the better the buyback

[Nordstern Capital @InvestorPilk]

$EVO piloting a “slot lobby”. Exiting a slot brings you to “Netflix-like” lobby to choose among other $EVO slots. Only another button will get you back to operator’s home.

[Nordstern Capital @InvestorPilk]

Live at @nextdotio . Bringing $EVO and $PTEC together

[Nordstern Capital @InvestorPilk]

Nordstern Capital 2023 Annual Memo

https://t.co/h2tVHQZJQ6

[Lakrix @Lakrixx]

Something that I have been building on together with @therealigelkott for quite some time now. Check it out
Follow your favorite games from $embrac, $zordix, $starb, $pdx, $atvi and $ttwo.

https://t.co/O635ebzHyP

[Nordstern Capital @InvestorPilk]

$STNE $ASTL $EMBRAC

Nordstern Capital Memo 1Q 2023

https://t.co/4jDuL4XzjH

[Nordstern Capital @InvestorPilk]

Lars Wingefors to Nordstern Capital today:

$EMBRAC has very sizable partnerships coming up. Could go across business units

It will be much clearer that $EMBRAC creates more value combined than the individual pieces

$EMBRAC could empower platforms to reach their strategic goals

[Nordstern Capital @InvestorPilk]

$PTEC.L disagrees with $EVO

@iGamingNEXT

Q&A of “Building the best iGaming Offering” Playtech CEO Edo Haitin takes the mic in the audience…

stating that he was initially part of the panel…then got disinvited…

Challenging Todd Haushalter’s views on bespoke live casino…

[Nordstern Capital @InvestorPilk]

Todd Haushalter and Oliver Bartlett, BetMGM, discuss iGaming and $EVO moving from online into land-based casinos….@iGamingNEXT in NYC

[Nordstern Capital @InvestorPilk]

Next Tuesday $EVO will reveal the

"most spectacular game show we've ever made" (CEO)

Best place to learn more: March 7 @iGamingNEXT NYC. Meet Todd Haushalter, competitors, industry experts, @Pierreobv, ...

Serious $EVO investors have to go !

https://t.co/jSzuJzyaIN

[Nordstern Capital @InvestorPilk]

$EVO

Todd Haushalter:
"tomorrow I am going to talk for the first time about what does it take to do live gaming"

can't miss that one: @iGamingNEXT 12:55pm NYC time

[Nordstern Capital @InvestorPilk]

$VALE $IPCO $GLEN $BG $DNORD

Nordstern Capital Memo 4Q 2022

https://t.co/0ysy2SwB6C

[Nordstern Capital @InvestorPilk]

$AMZN committed to bring "highest quality games, from the best developers" --> $EMBRAC

https://t.co/FpVjXqi57A