Apocalyt

[Apocalyt @TApocalyt]

Steam next fest ended and Envar's early demo of Witchspire had #29 most unique players. On spot #30 there is Pragmata demo, the Capcom AAA title developed since 2020 and aggressively pushed by the ~$10B MC company. Seems to me the market wants the game. https://t.co/E5w9QFy4AZ

[Apocalyt @TApocalyt]

@Henrik115 Wow. Wild they try to deny project against law after deadline was passed. Seems to me they would first have to fight the law about tacit approval for the denial to be legally valid. I suppose we now see whether rule of law applies in Portugal or not.

[Henrik @Henrik115]

This is a super important milestone for $Cert.v Likely to regain some confidence from broader market particpitants as many challenged the aquisition of this project and said it is failed. It could also open up to new investors that want strategic metal exposure in EU.

[Apocalyt @TApocalyt]

@RogueWayve @Henrik115 Asked gemini what tacit approval means for project in Portugal. It said it is arguably better than normal approval, since it means approval as is without extra conditions and is harder to overturn. Authorities would have to prove project is disastrous by law to change verdict.

[Apocalyt @TApocalyt]

@Henrik115 @FredKosters Always fun when your biggest position has a day like this. If it closes just a bit higher from here I get to add a zero to portfolio value today 😁

[Apocalyt @TApocalyt]

@ChShersh You can manually instantiate with some selected dependencies in .cpp and have separate interface and implementation headers if you want to get compile time down.

[Apocalyt @TApocalyt]

@ChShersh I do something similar, but at compile time. Pass every dependency of class type to class as template argument(s). Mocking is very easy then. This way class can still create the used objects on it's own and pattern can be used in projects banning dynamic allocations.

[Apocalyt @TApocalyt]

@TheGoldGeneral @Henrik115 @GoldForecast @sheeit9000 Yes, it was/is bit of a shitco needing silver price to go up, but position is much improved now. A good find to notice it hadn't really reacted properly to silver going up.

[Apocalyt @TApocalyt]

@snunezcr @ChShersh https://t.co/mUTqhBX8CU

[Apocalyt @TApocalyt]

@Henrik115 Still very cheap. It's quite absurd how cheap this was earlier this year especially. Went up a lot, but not nearly enough.

[Apocalyt @TApocalyt]

@Vardehasen @FCFContrarian Looking at chart here the recent gameplay trailer announcement with influencers seems to be approximately as effective in conversion to wishlists as the early cinematic trailer with bought views was: https://t.co/Ih7nNit28p

[Apocalyt @TApocalyt]

@Vardehasen @FCFContrarian I am looking at steam follows of game as proxy for wishlists, which I view as proxy for future buys. Wishlists seem to be approximately 12.3x follower number based on their recent announcement of 100k wishlists and followers at the time.

[Apocalyt @TApocalyt]

@Vardehasen @FCFContrarian But I agree that valuation is much higher now than it was at IPO prices, which was massively undervalued at that time in my opinion.

[Apocalyt @TApocalyt]

@Vardehasen @FCFContrarian They have moved to more influencer based marketing now instead of directly buying views. See for example this with 335k views, 58k likes, 340 comments, 20.9k shares: https://t.co/hVAYmfkHZh

Views are lower than the 3.4M views of animated trailer in tiktok, but higher engagement.

[Apocalyt @TApocalyt]

I was wondering what ended the slide of Envar stock price towards low 50s on 18th. Looks like director bought again and brought stock back close to 60. Increasing buys. Nice to see insiders believing in positive future for the company.

[Insiderzart 🇸🇪 @insiderzart]

Envar Holding AB
Reporter: Emil Daugaard (Insider)
Buy 𝟴 𝟱𝟲𝟭 @ 𝟱𝟳.𝟳𝟴 SEK per stock
𝟰𝟵𝟰 𝟲𝟳𝟵 𝗦𝗘𝗞 💰

[Apocalyt @TApocalyt]

Witchspire steam follower counts are currently growing at good rate in steam after the gameplay trailer release and apparent influencer based marketing strategy started. 100k wishlist count was reached yesterday as a result. Wishlist count seems to be 13× follower count $envar.st

[Kalqyl @kalqyl]

Envar Games egenutvecklade spel Witchspire uppnår över 100 000 wishlist på Steam.

Läs mer om @playwitchspire här:
Steam: https://t.co/mnfmDoQMG0
Hemsida: https://t.co/8u0Kep24OQ

@EnvarStudio

[Witchspire @playwitchspire]

Gameplay Reveal!

Today is huge – we’re officially releasing the Witchspire Gameplay Teaser!
And guess what? It’s premiering LIVE on PC Gamer! Tune in today, December 4 at 9pm CEST to watch the show live! https://t.co/3V8uKJW7ry

[Apocalyt @TApocalyt]

There are some developer comments in discord implying this would be the expected gameplay trailer.

[PC Gamer @pcgamer]

ℹ️ Don't miss the PC Gaming Show: Most Wanted in December!

🧙‍♀️ We'll be revealing a new trailer for open world adventure Witchspire from Envar Games

#PCGamingShow @playwitchspire

📅 Thursday, December 4
⏰12pm PST / 3pm EST / 8pm GMT / 9pm CET

[Apocalyt @TApocalyt]

@Mike10947310 @everyonehatesp1 Are you worried that since the rights offering is happening above market price, they will fail to raise significant capital and as result fail to deliver the LOI orders? Or maybe end up doing a lower priced offering near term instead, since they seem to try to avoid debt.

[Apocalyt @TApocalyt]

@3Plantey2 Their finanacials are now better than at that time, but Maxim has become such a red flag for me that I really hope they would find some other banking partner and cut ties.

[Apocalyt @TApocalyt]

@3Plantey2 I was pretty excited when I found this company the first time and then got really scared when I saw management thanking Maxim analyst in earnings call for help with capital raises. Maxim works often with shipping serial diluters and I really wish they werent involved here.