Neverlookback

Contrarian, Value and Growth

[Neverlookback @msk6v]

No.1 Download just a few hours in! Naver càfe sub also rising quickly. $grvy

[Neverlookback @msk6v]

@mgadekaer This likely surpasses early grossing from Rag M or ROX, and this time the margin’s greater with self-publishing.

Next up is Rag V with even higher margin as it’s $grvy own developed game

[Neverlookback @msk6v]

Another round of strong earnings (possibly best ever) incoming for $grvy

Self-publishing and Play Store-free payment system(PC) to drive margins according to this analysis https://t.co/igY6FbsOvM

[Neverlookback @msk6v]

@mgadekaer A good comp for current RO origin Taiwan grossing is early this yr’s Odin(by Kakao) that did a whooping 1.7B won/day first month despite ranking 4-6th in Google. Many android users use PC platform to play the game that doesn’t get captured in Google mobile ranking vs. Appstore

[FreFre @FreFre93881867]

Ragnarok Begins (PC MMORPG, Inhouse Devlopment)
seems like Casual MMORPG game, service scheduled 2H21. Better than expected. CBT is ongoing.
$GRVY

[Sunnyblow @Sunnyblow2]

$grvy, Ragnarok X : Next Generation, Pre-regi. in TW, https://t.co/ASz38zca9a

[Neverlookback @msk6v]

https://t.co/hcBt7lh6yO $grvy meaningful quotes - “Over 10B Won in rev in June alone from Pc RO in Thailand” “Cannibalization hardly being felt since Origin launch” “Internally, rather awed by the strength in both the mobile and PC space - likely to hit record earnings in Q3”

[Neverlookback @msk6v]

https://t.co/chinYtPspB $GRVY Rag Origin DAU stabilizing at over 100K players vs. L2M, MU AA(50K), V3(30K). Google grossing ranking more relevant given its higher user base than IOS’s and higher ARPU PC app players using google play.

[Neverlookback @msk6v]

@ValueGARP Stock being cleared of short-term, sell-on-news participants. Volatility exaggerated by a bit of snafus at the beginning mostly due to oversubscription of players, but it’s been stabilized - not enough to rock the boat IMHO. $grvy

[Neverlookback @msk6v]

@j65738 They opened the download link today around noon

[Neverlookback @msk6v]

No.1 Download just a few hours in! Naver càfe sub also rising quickly. $grvy

[Neverlookback @msk6v]

https://t.co/tQL1VdYnvm Pre-registration climbs up to 1.46 million people as of yesterday. Launching 11AM local time tomorrow. $GRVY #RagnarokOrigin

[Neverlookback @msk6v]

https://t.co/cqIYmuy5CO $GRVY announces Origin pre-registration exceeded 1.3 million as of yesterday, a high number given age-restrictions. Number rising fast as the actual launch draws near.

[Neverlookback @msk6v]

https://t.co/DgVcmL0V0U $GRVY ‘s closest comp Webzen(KQ:069080) testing near $1B market cap on the news that its MU2 game receiving “Panho”, a game license approval in China yesterday - Korean IP, Chinese development

[Neverlookback @msk6v]

https://t.co/YxDqEZkl7J Ctrip resumes promoting Korean tour products for the first time since 2017, largely seen as a sign that “Korean wave ban” has officially ended. Local tourism-related, entertainment, cosmetics, and gaming stocks are roaring higher today $GRVY

[Neverlookback @msk6v]

https://t.co/eg9abL5ujl

[Neverlookback @msk6v]

$grvy On 1Q call, PearlAbyss said they’re now seeing improving odds of their game being approved in China and they’re in close talk with publishing agent as a preparation. Such optimistic comment is consistent with other signs that suggest CHNKOR relationship is beginning to thaw

[Neverlookback @msk6v]

@pokertrader1 Right, as is typical during the CBT stage. Bigger ads will run, of course as it gets closer to the open, but my guess is that it’ll be much more efficient mkt spend this time given experiences with Ragnarok M

[Neverlookback @msk6v]

$grvy CBT continues with players upbeat, and users growing with just through word-of-mouth acclaiming this well-made version of Tencent RO. Call with IR mostly of similar color, while 1Q reporting seems scheduled on 29th of May - expecting Gungho’s to be scheduled the same date

[Neverlookback @msk6v]

@ValueGARP Yes👍

[Neverlookback @msk6v]

@Ktharenlol Korean gamers are very savvy and fickle. But comments coming from in-game chats and the official page are overwhelmingly positive. Seems to exceed the bar for many who play other top MMOs. Optimistic for much greater success than Rag M.

[Neverlookback @msk6v]

Trying out $grvy Ragnarok Origin CBT that started today in Korea. Top-notch quality beating expectations all around. Great reviews. OBT starting in a month or two. Excited and Bullish.