15 Best Online Board Games To Play With Friends During

online mobile board games to play with friends

online mobile board games to play with friends - win

A Subreddit About a Card Game for Horrible People.

Cards Against Humanity is the Apples to Apples for horrible people. Come share your depraved card combinations and additions to the game.
[link]

How I use Zeidler

How I use Zeidler
Hey, so I just thought I'd warn you right at the beginning that this is going to be a long post so if that isn't really your style and you don't fancy reading one then that's okay. This is my longest post ever so no worries if you choose not to read all of it.
So I'd been planning to do a tactical breakdown of Zeidler regardless but I figured that I would just wait until I wait for 1400 rating until I did one. Well, I have now so here's how I did it.
I finally got over the line
I had been using a 433 set up for about 2 months and I had finally got bored of it and felt that my gameplay was stagnating and I wasn't really improving at the game. I had managed to get the iconic Zeidler formation before he changed but I hadn't really used it as I didn't think it would suit my players. However, with the help of my friend, u/eaten88, I managed to concoct a team that I thought would be fun and effective to use.

Aha! You see, it's not completely 4312!
It was a team where I was able to fit in most of my favoured and best players while also being a fun, attacking formation which I could enjoy a lot. Here are the justifications for my selections:
Casillas: I chose Casillas because I do like to try and match Offensive Goalkeepers with the defensive style Frontline Pressure as they help because they come off their lines which can help with dealing with long balls over the top or strikers with heavy touches. His shot-stopping is genuinely insane for me and just his general reliability in goal and the fact that I can trust him to not make mistakes make him an easy pick for me. I also like the fact that he knows when to come off his line and doesn't go charging out like a maniac every time a ball comes over the top and he knows when to leave it for my defence. Also, his distribution from the back is better than any GK I have ever used and he has permanent B condition so I don't have to waste a spot on my bench for a backup goalkeeper.

Wan-Bissaka: I always like to have one full back whose job is primarily defensive and I think with someone like Wan-Bissaka you can't go wrong. With 99 ball-winning and 99 speed, you can trust him to always be able to keep up with even the fastest LWFs in the game while also being able to steal the ball from them with consummate ease. Combine that with the fact that he is A form this week you get a very reliable and dependable fullback who is almost impossible to get past. One downside to AWB is his low passing stat which makes distribution a bit harder with him but as long as you bear that in mind and eliminate risky passes from his game then you should be okay.

Maldini: Well I'm not going to overdo it with Maldini as we all know what he offers and almost everybody has him at LB or knows about how good he is. The reason why I really love using Maldini is because of the fact that he is a rare example of an offensive fullback who is also capable defensively and not a complete liability in defence. He has excellent distribution and can play out from the back with both feet which is always really helpful. Maldini is also strong and no slouch in terms of pace which means he is great with dealing with all kinds of wingers. I would say that for some reason the doesn't get forward a lot when I'm using Zeidler into areas where he can use his crossing ability but he still links up well with all my players in attacking phases.

Koulibaly and Van Dijk: Whenever I use CB partnerships I normally opt with using a Destroyer + Build Up combination because I do like the idea of having a CB that puts immediate pressure on the opposition attackers and one who stays behind and sweeps up any remaining danger. Both CBs are similar in the sense that they are both monsters physically and you cannot win anything from them in the air. With Van Dijk's amazing defensive awareness and Koulibaly's pace and power, I feel like the two CBs complement each other very nicely and this seems to be translating in my results online. In my last 8 games, I have conceded 1 goal and kept 7 clean sheets which is an impressive feat for me. Koulibaly doesn't have the best distribution but Van Dijk more than makes up for that. Campbell and Beckenbauer on the bench provide more than able deputies in case of any issues with form before the match.

Rodri: A lot of people seem to like using Box to Box Defensive Midfielders when they are setting up with Zeidler but I am not really one of them. I always like to have the additional protection defensively that and Anchorman provides as well as the physical presence and height of a tall DMF. Rodri has that must-needed ability to control the tempo from deep whilst also being more than capable defensively and a lot more mobile than OG DMFs like FT Busquets. I also have Base Casemiro on the bench with OTP who is a solid deputy especially because he is B condition this week but while he is a bit more defensively solid, he cannot match the passing and smoothness of Rodri in my opinion.

Gerrard: I know a lot of you will frown at me for converting an LMF to CMF here but I had to find a way to include my Captain into the squad and my best midfielder and I also genuinely think that it's necessary to have at least one CMF in this Zeidler set up. Having a CMF means you can have more control on the game as they come infield and help win midfield battles against the opponent. With someone like Gerrard, you get a multifunctional hardworking midfielder who can help contribute in both in an attacking sense, especially because of the fact that he has pinpoint crossing and can cut in with his deadly shooting skills, and defensively because of his playstyle.

Beckham: So you will be pleased to know that I have not converted Beckham to a CMF as many people would and this is mostly because is playstyle is so useful and vital to my attacks. The fact that he is a Cross Specialist is so valuable to me because it provides an important outlet to me whenever play is congested through the middle which often is the case when I am playing against people who are using 4312 formations. His deadly crossing and immense strength mean that he can wrestle fullbacks out the way and whip in deadly crosses making it impossible for strikers to miss. As well as this, he also tucks inside when I am defending in order to make sure my midfield does not get overrun and his passing is insane as well all know.

Forlan: My absolute go-to striker since I got him. I, personally, am a player who enjoys using strikers with sublime passing ability but also using goal poachers and unfortunately there aren't many options who tick both of those boxes. I do have legend Van Basten but I feel like he is a bit too clunky for me and I much prefer someone who can run and pass even better than MVB. In this team, he is my top scorer and helps to splendidly link up play between attackers and the entire team in general. His curlers, lack of weak foot and deadly shooting, in general, makes him one of my favourite players to use in the game. His lack of First Time Shot is a bummer and there is no denying that it does appear at times in-game but I really can't think of many times I've been let down by Forlan. [He even scores freekicks!](https://imgur.com/a/kc6RkKr)

Messi: Yes, before you ask, Messi's best position on this game is RWF but I spent £16 on the best player on this game and it's not going to go to waste so sorry, he's starting. What Messi provides to the front 3 in terms of his ability to unlock a defence, hi unrivalled dribbling ability and clinical finishing is unrivalled. He is crucial in my team for having that uncanny ability to make the right pass to send players through on goal and being insanely press resistant which helps relieve pressure in the game. His finishing is also absolutely clinical. At right CF, he tends to drift a bit to the right nowhere near as far as he would if he was playing RWF tho) which leads to some amazing combination play between Beckham and Messi while also facilitating for the runs made by the SS. The best player on my team.

Del Piero: He can be frustrating at times but for me, he's really come into his own in this fixed SS role that he has been playing in this formation. I always feel like the SS in this role has to have pretty good passing ability so you cannot just play any old striker there which is why Del Piero works well here. He does have that ability to link up the play but he also makes runs beyond the defenders which catch them off guard as they are predominantly preoccupied with keeping the two main CFs quiet. He is fast and has sublime curlers which are always fun to utilise in-game for me. One annoying thing though is that his finishing is very reliable but, to be honest 8/10 it does get the job done which is enough for me considering all the other things he provides to the team like his pace and dribbling.

Inzaghi time.
Sometimes there are those games when things aren't coming off for your team and you need to try something different and Inzaghi is always there grimacing menacingly at my opponent from the sidelines. Whenever I want to be a bit more direct and utilise Inzaghi's penetrative runs I switch to the above set up. Bergkamp also comes on because he has insane passing and is able to consistently find those runs with his passes. He can also finish well and is probably more clinical than ADP for me. From time to time, Robson comes on for Gerrard just for the more attack-minded runs of a hole players and Muller also gets game time in that fixed SS role or as a substitute for Forlan (position shave to switch around a bit).
So now that I have explained my personal line up I will explain a setup that you can use to also succeed as I recognise not everybody has the same set of players as I do.

**HOW YOU CAN SET UP**

GK- Offensive Goalkeeper

CB- Really depending on preference- I prefer Destroyer + Buildup but I have also heard that 2 Destroyers can work as well

Fullbacks- One defensive-minded fullback and one balanced fullback

DMF- A tall, physical Anchorman who can help control the tempo of the game and also provide essential defensive cover.

Midfield- One Cross Specialist RMF/LMF to provide an additional creative outlet and then one Box to Box CMF with a high work rate. Try and have balanced midfielder though so that your opposition cannot exploit either flank easily

SS- An agile goal poacher with good incisive runs is always useful here and having good passing ability is a welcome bonus. You can also have a more static SS/AMF (Creative Playmakers/CN10s) on the bench which can help with keeping control of a game

CFs- I like my strikers to have good passing in order to enable quick buildup between the 3 main attacking players in the team.

**HOW DOES THE ATTACKING PLAY WORK?**

Counter attacking play (ugh, I know the lines are horrible- you had to pay to get straight lines)
The above picture demonstrates one of the most effective ways to counter-attack using Zeidler. You have to make sure that you move the ball quickly in order to make the quick transition from defence to attack. The board shows the way how I often aim to get the ball to the attacking trident as quickly as possible, hold the ball up, and then find the runs of the Goal Poacher SS so he can run in behind the defence- through on goal. This method is particularly effective because the defenders are mostly preoccupied with the two main strikers which allow the SS to waltz through unnoticed before it's too late.

A depiction of the different passing lanes between players
This picture is supposed to demonstrate the different passing lanes available to players when in possession of the ball. As you can see, the players often make small triangles on the pitch which allows for quick, sharp buildup between players and makes sure that players don't get too isolated when they are on the ball. Zeidler also has a low support range (3) which helps a lot for people like me who like their attackers to not be too far apart. Be patient and look for gaps in the opposition defence and then quickly exploit them.

The role of the Cross Specialist
A lot of the time, play can be congested in the centre of the pitch and you can struggle to break teams down through the centre. However, what is so unique about Zeidler is the fact that you can have a cross specialist in your team who hangs out wide in acres of space providing you with a ready-made passing option to the wing and catching your opponent off guard. We all know how deadly Beckham is from the right.

Well, those are just a small sample of the various different ways you can attack using this manager so what about defence?

**DEFENCE**

Yes, it looks a lot like a 4312 :(
When defending, Zeidler's midfielders tend to tuck inside and help out the lone DMF to make sure he doesn't get overrun our dominated in the centre of the park. This is also the phase of play where you'll see the overwhelming benefits of using a defensive full-back as Maldini and Aaron Wan-Bissaka are notorious for how difficult it is for wingers to get past.

-------------------------------------------------

Well, there you have it. Sorry, the post is incredibly long, I just hope that it is of some use to you and shows you how to use this amazing manager. Sorry for the squiggly lines in the tactical breakdown as well and feel free to put forward any other preferences or findings you have with Zeidler in the comments as well as critique me in my post. I hope everyone who read any of this has a good day! Thanks.

P.S. I wish I had more videos in this sorry about that, I don't normally record gameplay

Also, credit to everyone who has done a tactical breakdown or analysis post ever- thanks for all the effort you put in. Thanks also to u/Amann17 because his post was the original inspiration behind this
(Posted again due to formatting problems)
submitted by Gr8Banter27 to pesmobile [link] [comments]

Playboy going public: Porn, Gambling, and Cannabis

NEW INFO 5 Results from share redemption are posted. Less than .2% redeemed. Very bullish as investors are showing extreme confidence in the future of PLBY.
https://finance.yahoo.com/news/playboy-mountain-crest-acquisition-corp-120000721.html
NEW INFO 4 Definitive Agreement to purchase 100% of Lovers brand stores announced 2/1.
https://www.streetinsider.com/Corporate+News/Playboy+%28MCAC%29+Confirms+Deal+to+Acquire+Lovers/17892359.html
NEW INFO 3 I bought more on the dip today. 5081 total. Price rose AH to $12.38 (2.15%)
NEW INFO 2 Here is the full webinar.
https://icrinc.zoom.us/rec/play/9GWKdmOYumjWfZuufW3QXpe_FW_g--qeNbg6PnTjTMbnNTgLmCbWjeRFpQga1iPc-elpGap8dnDv8Zww.yD7DjUwuPmapeEdP?continueMode=true&tk=lEYc4F_FkKlgsmCIs6w0gtGHT2kbgVGbUju3cIRBSjk.DQIAAAAV8NK49xZWdldRM2xNSFNQcTBmcE00UzM3bXh3AAAAAAAAAAAAAAAAAAAAAAAAAAAA&uuid=WN_GKWqbHkeSyuWetJmLFkj4g&_x_zm_rtaid=kR45-uuqRE-L65AxLjpbQw.1611967079119.2c054e3d3f8d8e63339273d9175939ed&_x_zm_rhtaid=866
NEW INFO 1 Live merger webinar with PLBY and MCAC on Friday January 29, 2021 at 12:00 NOON EST link below
https://mcacquisition.com/investor-relations/press-release-details/2021/Playboy-Enterprises-Inc.-and-Mountain-Crest-Acquisition-Corp-Participate-in-SPACInsider-ICR-Webinar-on-January-29th-at-12pm-ET/default.aspx
Playboy going public: Porn, Gambling, and Cannabis
!!!WARNING READING AHEAD!!! TL;DR at the end. It will take some time to sort through all the links and read/watch everything, but you should.
In the next couple weeks, Mountain Crest Acquisition Corp is taking Playboy public. The existing ticker MCAC will become PLBY. Special purpose acquisition companies have taken private companies public in recent months with great success. I believe this will be no exception. Notably, Playboy is profitable and has skyrocketing revenue going into a transformational growth phase.
Porn - First and foremost, let's talk about porn. I know what you guys are thinking. “Porno mags are dead. Why would I want to invest in something like that? I can get porn for free online.” Guess what? You are absolutely right. And that’s exactly why Playboy doesn’t do that anymore. That’s right, they eliminated their print division. And yet they somehow STILL make money from porn that people (see: boomers) pay for on their website through PlayboyTV, Playboy Plus, and iPlayboy. Here’s the thing: Playboy has international, multi-generational name recognition from porn. They have content available in 180 countries. It will be the only publicly traded adult entertainment (porn) company. But that is not where this company is going. It will help support them along the way. You can see every Playboy magazine through iPlayboy if you’re interested. NSFW links below:
https://www.playboy.com/
https://www.playboytv.com/
https://www.playboyplus.com/
https://www.iplayboy.com/
Gambling - Some of you might recognize the Playboy brand from gambling trips to places like Las Vegas, Atlantic City, Cancun, London or Macau. They’ve been in the gambling biz for decades through their casinos, clubs, and licensed gaming products. They see the writing on the wall. COVID is accelerating the transition to digital, application based GAMBLING. That’s right. What we are doing on Robinhood with risky options is gambling, and the only reason regulators might give a shit anymore is because we are making too much money. There may be some restrictions put in place, but gambling from your phone on your couch is not going anywhere. More and more states are allowing things like Draftkings, poker, state ‘lottery” apps, hell - even political betting. Michigan and Virginia just ok’d gambling apps. They won’t be the last. This is all from your couch and any 18 year old with a cracked iphone can access it. Wouldn’t it be cool if Playboy was going to do something like that? They’re already working on it. As per CEO Ben Kohn who we will get to later, “...the company’s casino-style digital gaming products with Scientific Games and Microgaming continue to see significant global growth.” Honestly, I stopped researching Scientific Games' sports betting segment when I saw the word ‘omni-channel’. That told me all I needed to know about it’s success.
“Our SG Sports™ platform is an enhanced, omni-channel solution for online, self-service and retail fixed odds sports betting – from soccer to tennis, basketball, football, baseball, hockey, motor sports, racing and more.”
https://www.scientificgames.com/
https://www.microgaming.co.uk/
“This latter segment has become increasingly enticing for Playboy, and it said last week that it is considering new tie-ups that could include gaming operators like PointsBet and 888Holdings.”
https://calvinayre.com/2020/10/05/business/playboys-gaming-ops-could-get-a-boost-from-spac-purchase/
As per their SEC filing:
“Significant consumer engagement and spend with Playboy-branded gaming properties around the world, including with leading partners such as Microgaming, Scientific Games, and Caesar’s Entertainment, steers our investment in digital gaming, sports betting and other digital offerings to further support our commercial strategy to expand consumer spend with minimal marginal cost, and gain consumer data to inform go-to-market plans across categories.”
https://www.sec.gov/Archives/edgadata/1803914/000110465921005986/tm2034213-12_defm14a.htm#tMDAA1
They are expanding into more areas of gaming/gambling, working with international players in the digital gaming/gambling arena, and a Playboy sportsbook is on the horizon.
https://www.playboy.com/read/the-pleasure-of-playing-with-yourself-mobile-gaming-in-the-covid-era
Cannabis - If you’ve ever read through a Playboy magazine, you know they’ve had a positive relationship with cannabis for many years. As of September 2020, Playboy has made a major shift into the cannabis space. Too good to be true you say? Check their website. Playboy currently sells a range of CBD products. This is a good sign. Federal hemp products, which these most likely are, can be mailed across state lines and most importantly for a company like Playboy, can operate through a traditional banking institution. CBD products are usually the first step towards the cannabis space for large companies. Playboy didn’t make these products themselves meaning they are working with a processor in the cannabis industry. Another good sign for future expansion. What else do they have for sale? Pipes, grinders, ashtrays, rolling trays, joint holders. Hmm. Ok. So it looks like they want to sell some shit. They probably don’t have an active interest in cannabis right? Think again:
https://www.forbes.com/sites/javierhasse/2020/09/24/playboy-gets-serious-about-cannabis-law-reform-advocacy-with-new-partnership-grants/?sh=62f044a65cea
“Taking yet another step into the cannabis space, Playboy will be announcing later on Thursday (September, 2020) that it is launching a cannabis law reform and advocacy campaign in partnership with National Organization for the Reform of Marijuana Laws (NORML), Last Prisoner Project, Marijuana Policy Project, the Veterans Cannabis Project, and the Eaze Momentum Program.”
“According to information procured exclusively, the three-pronged campaign will focus on calling for federal legalization. The program also includes the creation of a mentorship plan, through which the Playboy Foundation will support entrepreneurs from groups that are underrepresented in the industry.” Remember that CEO Kohn from earlier? He wrote this recently:
https://medium.com/naked-open-letters-from-playboy/congress-must-pass-the-more-act-c867c35239ae
Seems like he really wants weed to be legal? Hmm wonder why? The writing's on the wall my friends. Playboy wants into the cannabis industry, they are making steps towards this end, and we have favorable conditions for legislative progress.
Don’t think branding your own cannabis line is profitable or worthwhile? Tell me why these 41 celebrity millionaires and billionaires are dummies. I’ll wait.
https://www.celebstoner.com/news/celebstoner-news/2019/07/12/top-celebrity-cannabis-brands/
Confirmation: I hear you. “This all seems pretty speculative. It would be wildly profitable if they pull this shift off. But how do we really know?” Watch this whole video:
https://finance.yahoo.com/video/playboy-ceo-telling-story-female-154907068.html
Man - this interview just gets my juices flowing. And highlights one of my favorite reasons for this play. They have so many different business avenues from which a catalyst could appear. I think paying attention, holding shares, and options on these staggered announcements over the next year is the way I am going to go about it. "There's definitely been a shift to direct-to-consumer," he (Kohn) said. "About 50 percent of our revenue today is direct-to-consumer, and that will continue to grow going forward.” “Kohn touted Playboy's portfolio of both digital and consumer products, with casino-style gaming, in particular, serving a crucial role under the company's new business model. Playboy also has its sights on the emerging cannabis market, from CBD products to marijuana products geared toward sexual health and pleasure.” "If THC does become legal in the United States, we have developed certain strains to enhance your sex life that we will launch," Kohn said. https://cheddar.com/media/playboy-goes-public-health-gaming-lifestyle-focus Oh? The CEO actually said it? Ok then. “We have developed certain strains…” They’re already working with growers on strains and genetics? Ok. There are several legal cannabis markets for those products right now, international and stateside. I expect Playboy licensed hemp and THC pre-rolls by EOY. Something like this: https://www.etsy.com/listing/842996758/10-playboy-pre-roll-tubes-limited?ga_order=most_relevant&ga_search_type=all&ga_view_type=gallery&ga_search_query=pre+roll+playboy&ref=sr_gallery-1-2&organic_search_click=1 Maintaining cannabis operations can be costly and a regulatory headache. Playboy’s licensing strategy allows them to pick successful, established partners and sidestep traditional barriers to entry. You know what I like about these new markets? They’re expanding. Worldwide. And they are going to be a bigger deal than they already are with or without Playboy. Who thinks weed and gambling are going away? Too many people like that stuff. These are easy markets. And Playboy is early enough to carve out their spot in each. Fuck it, read this too: https://www.forbes.com/sites/jimosman/2020/10/20/playboy-could-be-the-king-of-spacs-here-are-three-picks/?sh=2e13dcaa3e05
Numbers: You want numbers? I got numbers. As per the company’s most recent SEC filing:
“For the year ended December 31, 2019, and the nine months ended September 30, 2020, Playboy’s historical consolidated revenue was $78.1 million and $101.3 million, respectively, historical consolidated net income (loss) was $(23.6) million and $(4.8) million, respectively, and Adjusted EBITDA was $13.1 million and $21.8 million, respectively.”
“In the nine months ended September 30, 2020, Playboy’s Licensing segment contributed $44.2 million in revenue and $31.1 million in net income.”
“In the ninth months ended September 30, 2020, Playboy’s Direct-to-Consumer segment contributed $40.2 million in revenue and net income of $0.1 million.”
“In the nine months ended September 30, 2020, Playboy’s Digital Subscriptions and Content segment contributed $15.4 million in revenue and net income of $7.4 million.”
They are profitable across all three of their current business segments.
“Playboy’s return to the public markets presents a transformed, streamlined and high-growth business. The Company has over $400 million in cash flows contracted through 2029, sexual wellness products available for sale online and in over 10,000 major retail stores in the US, and a growing variety of clothing and branded lifestyle and digital gaming products.”
https://www.sec.gov/Archives/edgadata/1803914/000110465921005986/tm2034213-12_defm14a.htm#tSHCF
Growth: Playboy has massive growth in China and massive growth potential in India. “In China, where Playboy has spent more than 25 years building its business, our licensees have an enormous footprint of nearly 2,500 brick and mortar stores and 1,000 ecommerce stores selling high quality, Playboy-branded men’s casual wear, shoes/footwear, sleepwear, swimwear, formal suits, leather & non-leather goods, sweaters, active wear, and accessories. We have achieved significant growth in China licensing revenues over the past several years in partnership with strong licensees and high-quality manufacturers, and we are planning for increased growth through updates to our men’s fashion lines and expansion into adjacent categories in men’s skincare and grooming, sexual wellness, and women’s fashion, a category where recent launches have been well received.” The men’s market in China is about the same size as the entire population of the United States and European Union combined. Playboy is a leading brand in this market. They are expanding into the women’s market too. Did you know CBD toothpaste is huge in China? China loves CBD products and has hemp fields that dwarf those in the US. If Playboy expands their CBD line China it will be huge. Did you know the gambling money in Macau absolutely puts Las Vegas to shame? Technically, it's illegal on the mainland, but in reality, there is a lot of gambling going on in China. https://www.forbes.com/sites/javierhasse/2020/10/19/magic-johnson-and-uncle-buds-cbd-brand-enter-china-via-tmall-partnership/?sh=271776ca411e “In India, Playboy today has a presence through select apparel licensees and hospitality establishments. Consumer research suggests significant growth opportunities in the territory with Playboy’s brand and categories of focus.” “Playboy Enterprises has announced the expansion of its global consumer products business into India as part of a partnership with Jay Jay Iconic Brands, a leading fashion and lifestyle Company in India.” “The Indian market today is dominated by consumers under the age of 35, who represent more than 65 percent of the country’s total population and are driving India’s significant online shopping growth. The Playboy brand’s core values of playfulness and exploration resonate strongly with the expressed desires of today’s younger millennial consumers. For us, Playboy was the perfect fit.” “The Playboy international portfolio has been flourishing for more than 25 years in several South Asian markets such as China and Japan. In particular, it has strategically targeted the millennial and gen-Z audiences across categories such as apparel, footwear, home textiles, eyewear and watches.” https://www.licenseglobal.com/industry-news/playboy-expands-global-footprint-india It looks like they gave COVID the heisman in terms of net damage sustained: “Although Playboy has not suffered any material adverse consequences to date from the COVID-19 pandemic, the business has been impacted both negatively and positively. The remote working and stay-at-home orders resulted in the closure of the London Playboy Club and retail stores of Playboy’s licensees, decreasing licensing revenues in the second quarter, as well as causing supply chain disruption and less efficient product development thereby slowing the launch of new products. However, these negative impacts were offset by an increase in Yandy’s direct-to-consumer sales, which have benefited in part from overall increases in online retail sales so far during the pandemic.” Looks like the positives are long term (Yandy acquisition) and the negatives are temporary (stay-at-home orders).
https://www.sec.gov/Archives/edgadata/1803914/000110465921006093/tm213766-1_defa14a.htm
This speaks to their ability to maintain a financially solvent company throughout the transition phase to the aforementioned areas. They’d say some fancy shit like “expanded business model to encompass four key revenue streams: Sexual Wellness, Style & Apparel, Gaming & Lifestyle, and Beauty & Grooming.” I hear “we’re just biding our time with these trinkets until those dollar dollar bill y’all markets are fully up and running.” But the truth is these existing revenue streams are profitable, scalable, and rapidly expanding Playboy’s e-commerce segment around the world.
"Even in the face of COVID this year, we've been able to grow EBITDA over 100 percent and revenue over 68 percent, and I expect that to accelerate going into 2021," he said. “Playboy is accelerating its growth in company-owned and branded consumer products in attractive and expanding markets in which it has a proven history of brand affinity and consumer spend.”
Also in the SEC filing, the Time Frame:
“As we detailed in the definitive proxy statement, the SPAC stockholder meeting to vote on the transaction has been set for February 9th, and, subject to stockholder approval and satisfaction of the other closing conditions, we expect to complete the merger and begin trading on NASDAQ under ticker PLBY shortly thereafter,” concluded Kohn.
The Players: Suhail “The Whale” Rizvi (HMFIC), Ben “The Bridge” Kohn (CEO), “lil” Suying Liu & “Big” Dong Liu (Young-gun China gang). I encourage you to look these folks up. The real OG here is Suhail Rizvi. He’s from India originally and Chairman of the Board for the new PLBY company. He was an early investor in Twitter, Square, Facebook and others. His firm, Rizvi Traverse, currently invests in Instacart, Pinterest, Snapchat, Playboy, and SpaceX. Maybe you’ve heard of them. “Rizvi, who owns a sprawling three-home compound in Greenwich, Connecticut, and a 1.65-acre estate in Palm Beach, Florida, near Bill Gates and Michael Bloomberg, moved to Iowa Falls when he was five. His father was a professor of psychology at Iowa. Along with his older brother Ashraf, a hedge fund manager, Rizvi graduated from Wharton business school.” “Suhail Rizvi: the 47-year-old 'unsocial' social media baron: When Twitter goes public in the coming weeks (2013), one of the biggest winners will be a 47-year-old financier who guards his secrecy so zealously that he employs a person to take down his Wikipedia entry and scrub his photos from the internet. In IPO, Twitter seeks to be 'anti-FB'” “Prince Alwaleed bin Talal of Saudi Arabia looks like a big Twitter winner. So do the moneyed clients of Jamie Dimon. But as you’ve-got-to-be-joking wealth washed over Twitter on Thursday — a company that didn’t exist eight years ago was worth $31.7 billion after its first day on the stock market — the non-boldface name of the moment is Suhail R. Rizvi. Mr. Rizvi, 47, runs a private investment company that is the largest outside investor in Twitter with a 15.6 percent stake worth $3.8 billion at the end of trading on Thursday (November, 2013). Using a web of connections in the tech industry and in finance, as well as a hearty dose of good timing, he brought many prominent names in at the ground floor, including the Saudi prince and some of JPMorgan’s wealthiest clients.” https://www.nytimes.com/2013/11/08/technology/at-twitter-working-behind-the-scenes-toward-a-billion-dollar-payday.html Y’all like that Arab money? How about a dude that can call up Saudi Princes and convince them to spend? Funniest shit about I read about him: “Rizvi was able to buy only $100 million in Facebook shortly before its IPO, thus limiting his returns, according to people with knowledge of the matter.” Poor guy :(
He should be fine with the 16 million PLBY shares he's going to have though :)
Shuhail also has experience in the entertainment industry. He’s invested in companies like SESAC, ICM, and Summit Entertainment. He’s got Hollywood connections to blast this stuff post-merger. And he’s at least partially responsible for that whole Twilight thing. I’m team Edward btw.
I really like what Suhail has done so far. He’s lurked in the shadows while Kohn is consolidating the company, trimming the fat, making Playboy profitable, and aiming the ship at modern growing markets.
https://www.reuters.com/article/us-twitter-ipo-rizvi-insight/insight-little-known-hollywood-investor-poised-to-score-with-twitter-ipo-idUSBRE9920VW20131003
Ben “The Bridge” Kohn is an interesting guy. He’s the connection between Rizvi Traverse and Playboy. He’s both CEO of Playboy and was previously Managing Partner at Rizvi Traverse. Ben seems to be the voice of the Playboy-Rizvi partnership, which makes sense with Suhail’s privacy concerns. Kohn said this:
“Today is a very big day for all of us at Playboy and for all our partners globally. I stepped into the CEO role at Playboy in 2017 because I saw the biggest opportunity of my career. Playboy is a brand and platform that could not be replicated today. It has massive global reach, with more than $3B of global consumer spend and products sold in over 180 countries. Our mission – to create a culture where all people can pursue pleasure – is rooted in our 67-year history and creates a clear focus for our business and role we play in people’s lives, providing them with the products, services and experiences that create a lifestyle of pleasure. We are taking this step into the public markets because the committed capital will enable us to accelerate our product development and go-to-market strategies and to more rapidly build our direct to consumer capabilities,” said Ben Kohn, CEO of Playboy.
“Playboy today is a highly profitable commerce business with a total addressable market projected in the trillions of dollars,” Mr. Kohn continued, “We are actively selling into the Sexual Wellness consumer category, projected to be approximately $400 billion in size by 2024, where our recently launched intimacy products have rolled out to more than 10,000 stores at major US retailers in the United States. Combined with our owned & operated ecommerce Sexual Wellness initiatives, the category will contribute more than 40% of our revenue this year. In our Apparel and Beauty categories, our collaborations with high-end fashion brands including Missguided and PacSun are projected to achieve over $50M in retail sales across the US and UK this year, our leading men’s apparel lines in China expanded to nearly 2500 brick and mortar stores and almost 1000 digital stores, and our new men’s and women’s fragrance line recently launched in Europe. In Gaming, our casino-style digital gaming products with Scientific Games and Microgaming continue to see significant global growth. Our product strategy is informed by years of consumer data as we actively expand from a purely licensing model into owning and operating key high-growth product lines focused on driving profitability and consumer lifetime value. We are thrilled about the future of Playboy. Our foundation has been set to drive further growth and margin, and with the committed capital from this transaction and our more than $180M in NOLs, we will take advantage of the opportunity in front of us, building to our goal of $100M of adjusted EBITDA in 2025.”
https://www.businesswire.com/news/home/20201001005404/en/Playboy-to-Become-a-Public-Company
Also, according to their Form 4s, “Big” Dong Liu and “lil” Suying Liu just loaded up with shares last week. These guys are brothers and seem like the Chinese market connection. They are only 32 & 35 years old. I don’t even know what that means, but it's provocative.
https://www.secform4.com/insider-trading/1832415.htm
https://finance.yahoo.com/news/mountain-crest-acquisition-corp-ii-002600994.html
Y’all like that China money?
“Mr. Liu has been the Chief Financial Officer of Dongguan Zhishang Photoelectric Technology Co., Ltd., a regional designer, manufacturer and distributor of LED lights serving commercial customers throughout Southern China since November 2016, at which time he led a syndicate of investments into the firm. Mr. Liu has since overseen the financials of Dongguan Zhishang as well as provided strategic guidance to its board of directors, advising on operational efficiency and cash flow performance. From March 2010 to October 2016, Mr. Liu was the Head of Finance at Feidiao Electrical Group Co., Ltd., a leading Chinese manufacturer of electrical outlets headquartered in Shanghai and with businesses in the greater China region as well as Europe.”
Dr. Suying Liu, Chairman and Chief Executive Officer of Mountain Crest Acquisition Corp., commented, “Playboy is a unique and compelling investment opportunity, with one of the world’s largest and most recognized brands, its proven consumer affinity and spend, and its enormous future growth potential in its four product segments and new and existing geographic regions. I am thrilled to be partnering with Ben and his exceptional team to bring his vision to fruition.”
https://www.businesswire.com/news/home/20201001005404/en/Playboy-to-Become-a-Public-Company
These guys are good. They have a proven track record of success across multiple industries. Connections and money run deep with all of these guys. I don’t think they’re in the game to lose.
I was going to write a couple more paragraphs about why you should have a look at this but really the best thing you can do is read this SEC filing from a couple days ago. It explains the situation in far better detail. Specifically, look to page 137 and read through their strategy. Also, look at their ownership percentages and compensation plans including the stock options and their prices. The financials look great, revenue is up 90% Q3, and it looks like a bright future.
https://www.sec.gov/Archives/edgadata/1803914/000110465921005986/tm2034213-12_defm14a.htm#tSHCF
I’m hesitant to attach this because his position seems short term, but I’m going to with a warning because he does hit on some good points (two are below his link) and he’s got a sizable position in this thing (500k+ on margin, I think). I don’t know this guy but he did look at the same publicly available info and make roughly the same prediction, albeit without the in depth gambling or cannabis mention. You can also search reddit for ‘MCAC’ and very few relevant results come up and none of them even come close to really looking at this thing.
https://docs.google.com/document/d/1gOvAd6lebs452hFlWWbxVjQ3VMsjGBkbJeXRwDwIJfM/edit?usp=sharing
“Also, before you people start making claims that Playboy is a “boomer” company, STOP RIGHT THERE. This is not a good argument. Simply put. The only thing that matters is Playboy’s name recognition, not their archaic business model which doesn’t even exist anymore as they have completely repurposed their business.”
“Imagine not buying $MCAC at a 400M valuation lol. Streetwear department is worth 1B alone imo.”
Considering the ridiculous Chinese growth as a lifestyle brand, he’s not wrong.
Current Cultural Significance and Meme Value: A year ago I wouldn’t have included this section but the events from the last several weeks (even going back to tsla) have proven that a company’s ability to meme and/or gain social network popularity can have an effect. Tik-tok, Snapchat, Twitch, Reddit, Youtube, Facebook, Twitter. They all have Playboy stuff on them. Kids in middle and highschool know what Playboy is but will likely never see or touch one of the magazines in person. They’ll have a Playboy hoodie though. Crazy huh? A lot like GME, PLBY would hugely benefit from meme-value stock interest to drive engagement towards their new business model while also building strategic coffers. This interest may not directly and/or significantly move the stock price but can generate significant interest from larger players who will.
Bull Case: The year is 2025. Playboy is now the world leader pleasure brand. They began by offering Playboy licensed gaming products, including gambling products, direct to consumers through existing names. By 2022, demand has skyrocketed and Playboy has designed and released their own gambling platforms. In 2025, they are also a leading cannabis brand in the United States and Canada with proprietary strains and products geared towards sexual wellness. Cannabis was legalized in the US in 2023 when President Biden got glaucoma but had success with cannabis treatment. He personally pushes for cannabis legalization as he steps out of office after his first term. Playboy has also grown their brand in China and India to multi-billion per year markets. The stock goes up from 11ish to 100ish and everyone makes big gains buying somewhere along the way.
Bear Case: The United States does a complete 180 on marijuana and gambling. President Biden overdoses on marijuana in the Lincoln bedroom when his FDs go tits up and he loses a ton of money in his sports book app after the Fighting Blue Hens narrowly lose the National Championship to Bama. Playboy is unable to expand their cannabis and gambling brands but still does well with their worldwide lifestyle brand. They gain and lose some interest in China and India but the markets are too large to ignore them completely. The stock goes up from 11ish to 13ish and everyone makes 15-20% gains.
TL;DR: Successful technology/e-commerce investment firm took over Playboy to turn it into a porn, online gambling/gaming, sports book, cannabis company, worldwide lifestyle brand that promotes sexual wellness, vetern access, women-ownership, minority-ownership, and “pleasure for all”. Does a successful online team reinventing an antiquated physical copy giant sound familiar? No options yet, shares only for now. $11.38 per share at time of writing. My guess? $20 by the end of February. $50 by EOY. This is not financial advice. I am not qualified to give financial advice. I’m just sayin’ I would personally use a Playboy sports book app while smoking a Playboy strain specific joint and it would be cool if they did that. Do your own research. You’d probably want to start here:
WARNING - POTENTIALLY NSFW - SEXY MODELS AHEAD - no actual nudity though
https://s26.q4cdn.com/895475556/files/doc_presentations/Playboy-Craig-Hallum-Conference-Investor-Presentation-11_17_20-compressed.pdf
Or here:
https://www.mcacquisition.com/investor-relations/default.aspx
Jimmy Chill: “Get into any SPAC at $10 or $11 and you are going to make money.”
STL;DR: Buy MCAC. MCAC > PLBY couple weeks. Rocketship. Moon.
Position: 5000 shares. I will buy short, medium, and long-dated calls once available.
submitted by jeromeBDpowell to SPACs [link] [comments]

WSE:CDR CD Projekt Red Analysis. Is it undervalued after the 37% drop due to Cyberpunk problems on consoles?

Background
CD PROJEKT S.A. (WSE: CDR) is a Polish video game developer, publisher and distributor based in Warsaw. CD Projekt Red, best known for The Witcher series and the recent release of Cyberpunk 2077.
The CD PROJEKT Group currently conducts operating activities in two key segments: CD PROJEKT RED and GOG.com (originally as Good Old Games).
Hierarchy
CD PROJEKT Capital Group is headed by CD PROJEKT S.A. A holding company which has five subsidiaries.
The subsidiaries are:
- GOG sp. z o.o (Similar to Steam, it is a distributor of games).
- CD PROJEKT Inc (Where all the game development happens)
- CD PROJEKT Co. Ltd (Only for selling games in China)
- Spokko sp. z o.o. (The mobile arm of CD projekt red)
- CD PROJEKT RED STORE sp. z o.o. (A new store of merchandise launched by the company)
GOG - Who have just released a 2.0 version called GOG Galaxy which subsequently entered its beta testing phase. The goal of the application is to enable players to integrate all their game shelves into a single library, to communicate with friends and to track their progress regardless of their preferred gaming platforms. Its functionality will span PC and console platforms, extending beyond the GOG.com user base. It's main selling points are that is uses the cloud, is DRM free and has a ton of old games such as Diablo, Destroy all humans etc on it's platform that Steam doesn't.
Steam is the single biggest distributor of digital games for PC, it's been dominating the market for years and has way more games than GOG does due to this. Especially as a lot of publishers do not want to host their games DRM free which GOG requires. It's very difficult to predict the future of GOG because Steam is a private company so we don't have access to it's numbers.
However the big benefit of GOG is that CD Projekt Red can sell and promote it's games directly through their own platform. The benefit being a much bigger margin on each game sold as 100% of the profit goes to CD Projekt red if a game is sold on GOG, whereas on Steam they take a 20% cut for the first $50m revenue of Cyberpunk. One third of all digital PC preorders for Cyberpunk 2077 sales were on GOG which is an incredible achievement by CD Projekt Red considering Steams dominance.
This is probably the reason why CD Projekt Red has such a huge operating margin from 30% to 50% in recent years. They are involved in the entire process of making and selling their games.
GWENT: The Witcher Card Game is the first multiplayer game developed by the CD PROJEKT Group. It has been a hugely successful and highly rated game (which is impressive considering it's their first mobile multiplayer game). The reason why this game is important for the future is because multiplayer is the key to the cash machine which is microtransactions which the card game has.
Cyberpunk was released recently and had been in development for many years. It's sold very well but less than analysts expectations and there has been serious problems on console versions which led to sony removing cyberpunk 2077 from it's PS store for the time being. This caused the companies stock to plummet 37% recently.
I'll get into the numbers at the bottom for my reverse DCF that I did.
Cyberpunk Online multiplayer will definitely come at some point within the next couple of years. The reason being is that after GTA Onlines unbelievable success and constant revenue generation for Take Two then it makes sense to try and replicate this with Cyberpunk. This multiplayer will feature microtransactions and in my opinion is the way Cd Projekt red can really make the big $$ in the future. Microtransactions for cosmetic items like in game skins or packs (like fifa) are easy to implement and have huge operating margins as they take 0 CAPEX and virtually no time to implement due to being some simple code and designs. Here's a quote taken from their 2019 Annual Report for Key Sources Of Revenue:
■ sales carried out through optional microtransactions in GWENT: The Witcher Card Game (incl. kegs and meteorite dust) via GOG, proprietors of console platforms (PlayStation, Xbox) and App Store (Apple)
Risks
There are some huge risks with cd projekt red, here are the main ones:
- Neither IP, The Wither or Cyberpunk 2077 is owned by CD Projekt since the two series are based on a series of novels and a tabletop RPG respectively. So they would need permission from these license holders (the creators I think) to be able to do other spin offs for them. While it is likely the permission will be given due to the huge successes it's not a certainty.
- CD Projekt Red relies on a couple of block busters to make 80% of their revenue and earnings. The Witcher 3 and Cyberpunk 2077 are the only revenue generates the company has (apart from GOG). If CD Projekt red messes up either of these huge IP's in the future (or like they just have with the console versions of Cyberpunk) then you can expect a huge and sudden stock price drop and potential damage to the company.
- Because of the few but huge releases, CD Projekt Red has very volatile earnings and revenue making it very hard to predict, similar to Take Two Interactive. You can see in the following picture how sales drop a lot after release.
Co-Founders and Board History
CD PROJEKT has a very long tenure of the management board, all at least 10 years and 3/5 of them 20+ years. Insiders have a significant stake in CD Projekt red's stock, including the joint CEO's. This is great news for shareholders as the insiders have a big incentive to make the company work as they have big stakes in the company.
Company shareholding structure is made up of the following people:
- Marcin Iwinski (Joint CEO & Co-Founder) is 13%
- Michal Kicinski (Ex Joint CEO & Co-Founder) is 11%
- Piotr Nielubowicz (VP, CFO) is 6%
- Adam Kicinski (President & Joint CEO) is 3%
Incentives for management:
Management goals are based 80% on net earnings and 20% on SP over the WIG index.
These are poor goals in my opinion. Net earnings can be enhanced by poor acquisitions and stock price is meaningless and should be ignored in incentives as it can produce short term motivations.
Management hit the majority of their goals for year 2019.Their goals going forward:
Goals for 2020-2025 Aggregate Net Income: 8,300 PLN or 1,660 PLN a year.
Optimistic goals for 2020-2025 Aggregate Net Income: 10,000 PLN or 2,000 PLN a year.
These goals seem too high in my opinion. Especially after their cyberpunk flop on consoles but it's still possible.
Competitors
CD PROJEKT is well known for its biggest sales on The Witcher and Cyberpunk 2077 hype. However, there’s a lot of gaming industries that compete with one another.
Thus comparing its competitors such as Take-Two Interactive, Electronic Arts (EA), Activision Blizzard has more diversified games and games produced more frequently compared to CD PROJEKT RED.
CD Projekt Red's risk in terms of competitors is releasing a big game that clashes with another big game such as GTA 6. However all gaming companies have a good tailwind right now due to COVID restrictions and microtransactions are lifting all gaming companies margins. A rising tide lifts all boats.
Industry
- CAGR 2019-2024 Video games and e-sports growth expected to be 7% (source: PWC Global Entertainment & Media Outlook 2020–2024).
- In 2019 the strongest strong growth was observed in the mobile and console segments. The former grew by 9.7%, reaching 68.2 billion USD, while the latter grew by 7.3%, reaching 45.3billion USD. The PC market reached a volume of 35.3 billion USD, having increased by 2.8%.The largest share of the global videogame market is currently held by mobile devices (46%), 80% of which are smartphone releases. Gaming consoles come in second at 30%, followed by the PC 24%. Mobile devices are projected to retain their top position, with their corresponding market volume increasing by 11.2% annually (on average) over the next three years. According to estimates, the volume of the global mobile game market will reach 93.6 billion USD by 2022 (it currently stands at 68.2 billion USD).
You can see from the above as to why CD projekt red is branching out to smartphones and China.
Reverse DCF
Here's the original post and reverse DCF because stocks does not allow images: https://www.reddit.com/UndervaluedStonks/comments/kofhq7/wsecdr_cd_projekt_red_analysis_is_it_undervalued/
Conclusion
It's been extremely difficult to project CD Projekt Red and even after doing research I am still very unsure on a bunch of variables. In my opinion the markets assumptions of CD Projekt Red's growth and margins as shown above in the reverse DCF is perfectly acceptable to me. Therefore I would not buy their shares unless they dipped to around 210 zloty~ as I don't think they are undervalued yet. given the risks.
Please comment if you see anything wrong with my valuation. This was a very difficult one for me.
Thanks
submitted by krisolch to stocks [link] [comments]

3 Quick Tl;Dr Android Game Reviews / Recommendations (Episode 160)

Happy Friday, my fellow Android gamers, and welcome back to this weekly summary of the most interesting games I played this week :)
This episode includes an interesting action RPG that plays a lot like Diablo, a very unique multiplayer strategy card game, and a PvP fighting game from a franchise that has been downloaded more than 500 million times!
Disagree with my opinion? Let’s have a friendly discussion below.
New to these posts? Check out the first one from 159 weeks ago here.
The games are "ranked" somewhat subjectively from best to worst, so take the ranking for what it is.

Let's get to the games:

Creatures of Aether [Game Size: 189 MB] (free)

Genre: Card / Strategy / PvP / Indie - Requires Online Access
Orientation: Portrait
Required Attention: Full
tl;dr review:
Creatures of Aether is a unique strategy card game where our goal is to dominate the majority of a shared 4x4 gridded board by placing a creature card from our hand on each turn.
Every card has a power number on each of its four sides. Placing a card next to an opponent’s card allows us to take it over and turn it into one of ours if the power number on our card’s side is higher than that on the opponent card’s adjacent side. Once the board is full, the player with the most cards on the board wins.
To spice things up, board tiles can have elemental types that buff or debuff any card placed on them, and some cards even have strong special powers that trigger once played. While the mechanics are easy to understand, the game is incredibly difficult to master, and I often found I had made a mistake a few turns ago that now put me in a disadvantageous situation, just like in chess.
Decks consist of eight cards, with a total deck-cost limit and a value on each card that increases the more powerful it is. This adds a nice forced prioritization that prevents us from placing all the strongest cards in the same hand.
The high-quality modern pixel art style is well-executed, and the sound design is pleasing. The main PvP mode is supported by multiple arcade modes and single-player dungeon-crawls that provide new cards or extra copies so existing cards can be leveled up.
Creatures of Aether monetizes through a $4.99 battle pass and iAPs for card packs, which create a pay-to-progress-faster advantage for paying players. However, the core gameplay is both deep and fun, and free players can still enjoy the many game-modes and simply grind for cards.
Google Play: Here
MiniReview link: Here

Raziel: Dungeon Arena [Total Game Size: 5.1 GB] (free)

Genre: RPG / Action / Co-op / Diablo-like - Requires Online Access
Orientation: Landscape
Required Attention: Full
tl;dr review:
Raziel: Dungeon Arena is a fun Diablo-like action RPG with solo and co-op dungeons, an insane amount of unique loot, neat 3D graphics, cute pets, and well-calibrated controls.
The game features 3 classes; archer, melee knight, ice priest, and although there is no character customization, we can at least switch build later in the game. As we level up, we unlock more and more skills and can gradually customize our build through one of the largest talent trees I’ve ever seen in a mobile game.
From the main city, we can meet and chat with other players, craft potions, team up for co-op dungeons, or jump into the single-player missions to slay hordes of enemies and find new loot with unique stats and set bonuses.
Raziel is a modern mobile game, for better or worse, which means lots of daily and monthly login rewards, achievements, events etc. My biggest gripes with the game, however, are that finding a team at lower levels is almost impossible and that while combat is fun, everything is too easy in the beginning.
Monetization happens through a $4.99 battle pass, a premium currency used primarily for cosmetics, and various “packs” of crafting materials and potions that go up to $19.99. There is no need to spend money on the game to enjoy it though, and while paying players definitely have an advantage in PvP, the game is primarily PvE-focused.
Google Play: Here
MiniReview link: Here

Shadow Fight Arena [Game Size: 1.2 GB] (free)

Genre: Fightign / Action / PvP / High-quality - Requires Online Access
Orientation: Landscape
Required Attention: Full
tl;dr review:
Shadow Fight Arena is a visually impressive PvP-focused melee fighting game where we collect a team of three heroes and battle it out in real-time 1v1 multiplayer matches with one hero at a time.
At the beginning of every match, both we and our opponent select which hero to start with. If our hero dies, we get to switch it out with one of the two remaining heroes. We keep going like this until we run out of heroes or have defeated the opponent’s heroes.
Each of the 16 total heroes have unique weapons, abilities, and stats that increase over time as they’re leveled up. Sometimes, we even get to select between two different upgrades, allowing us to customize each hero. Using a hero with stats and abilities that optimally counters the opponent’s hero is key to winning, and it makes combat fun and engaging.
After every match, we progress in the Arena ladder and Battle Pass progression system, both of which provide gold and hero cards used to unlock new heroes and upgrade existing ones.
The touch controls that include a left-side joystick and multiple attack and ability buttons on the right side are well-calibrated, and the punches and weapon attacks feel heavy and powerful. And with ranked, unranked, friendly matches, and AI game modes, there is plenty to dive into.
Shadow Fight Arena monetizes through a $13.49 monthly Battle Pass and hero loot boxes that allow paying players to progress faster than free players. It is all around one of the most impressive fighting games on mobile, but just be aware that while everything can be grinded, the monetization might make it difficult to progress fast without buying the Battle Pass.
Google Play: Here
MiniReview link: Here
NEW REVIEW APP: You can search and filter reviews and games I've played (and more) in my app MiniReview: https://play.google.com/store/apps/details?id=minireview.best.android.games.reviews
Outdated (replaced by MiniReview): Sheet of all games I've played so far: https://docs.google.com/spreadsheets/d/1bf0OxtVxrboZqyEh01AxJYUUqHm8tEfh-Lx-SugcrzY/edit?usp=sharing
TL;DR Video Summary (with gameplay) of last week's 3 games: https://youtu.be/bazJkOqBWLQ
Episode 001 Episode 002 Episode 003 Episode 004 Episode 005 Episode 006 Episode 007 Episode 008 Episode 009 Episode 010 Episode 011 Episode 012 Episode 013 Episode 014 Episode 015 Episode 016 Episode 017 Episode 018 Episode 019 Episode 020 Episode 021 Episode 022 Episode 023 Episode 024 Episode 025 Episode 026 Episode 027 Episode 028 Episode 029 Episode 030 Episode 031 Episode 032 Episode 033 Episode 034 Episode 035 Episode 036 Episode 037 Episode 038 Episode 039 Episode 040 Episode 041 Episode 042 Episode 043 Episode 044 Episode 045 Episode 046 Episode 047 Episode 048 Episode 049 Episode 050 Episode 051 Episode 052 Episode 053 Episode 054 Episode 055 Episode 056 Episode 057 Episode 058 Episode 059 Episode 060 Episode 061 Episode 062 Episode 063 Episode 064 Episode 065 Episode 066 Episode 067 Episode 068 Episode 069 Episode 070 Episode 071 Episode 072 Episode 073 Episode 074 Episode 075 Episode 076 Episode 077 Episode 078 Episode 079 Episode 080 Episode 081 Episode 082 Episode 083 Episode 084 Episode 085 Episode 086 Episode 087 Episode 088 Episode 089 Episode 090 Episode 091 Episode 092 Episode 093 Episode 094 Episode 095 Episode 096 Episode 097 Episode 098 Episode 099 Episode 100 Episode 101 Episode 102 Episode 103 Episode 104 Episode 105 Episode 106 Episode 107 Episode 108 Episode 109 Episode 110 Episode 111 Episode 112 Episode 113 Episode 114 Episode 115 Episode 116 Episode 117 Episode 118 Episode 119 Episode 120 Episode 121 Episode 122 Episode 123 Episode 124 Episode 125 Episode 126 Episode 127 Episode 128 Episode 129 Episode 130 Episode 131 Episode 132 Episode 133 Episode 134 Episode 135 Episode 136 Episode 137 Episode 138 Episode 139 Episode 140 Episode 141 Episode 142 Episode 143 Episode 144 Episode 145 Episode 146 Episode 147 Episode 148 Episode 149 Episode 150 Episode 151 Episode 152 Episode 153 Episode 154 Episode 155 Episode 156 Episode 157 Episode 158 Episode 159
submitted by NimbleThor to AndroidGaming [link] [comments]

WSE:CDR CD Projekt Red Analysis. Is it undervalued after the 37% drop due to Cyberpunk problems on consoles?

Background
CD PROJEKT S.A. (WSE: CDR) is a Polish video game developer, publisher and distributor based in Warsaw. CD Projekt Red, best known for The Witcher series and the recent release of Cyberpunk 2077.
The CD PROJEKT Group currently conducts operating activities in two key segments: CD PROJEKT RED and GOG.com (originally as Good Old Games).
Hierarchy
CD PROJEKT Capital Group is headed by CD PROJEKT S.A. A holding company which has five subsidiaries.
The subsidiaries are:
- GOG sp. z o.o (Similar to Steam, it is a distributor of games).
- CD PROJEKT Inc (Where all the game development happens)
- CD PROJEKT Co. Ltd (Only for selling games in China)
- Spokko sp. z o.o. (The mobile arm of CD projekt red)
- CD PROJEKT RED STORE sp. z o.o. (A new store of merchandise launched by the company)
GOG - Who have just released a 2.0 version called GOG Galaxy which subsequently entered its beta testing phase. The goal of the application is to enable players to integrate all their game shelves into a single library, to communicate with friends and to track their progress regardless of their preferred gaming platforms. Its functionality will span PC and console platforms, extending beyond the GOG.com user base. It's main selling points are that is uses the cloud, is DRM free and has a ton of old games such as Diablo, Destroy all humans etc on it's platform that Steam doesn't.
Steam is the single biggest distributor of digital games for PC, it's been dominating the market for years and has way more games than GOG does due to this. Especially as a lot of publishers do not want to host their games DRM free which GOG requires. It's very difficult to predict the future of GOG because Steam is a private company so we don't have access to it's numbers.
However the big benefit of GOG is that CD Projekt Red can sell and promote it's games directly through their own platform. The benefit being a much bigger margin on each game sold as 100% of the profit goes to CD Projekt red if a game is sold on GOG, whereas on Steam they take a 20% cut for the first $50m revenue of Cyberpunk. One third of all digital PC preorders for Cyberpunk 2077 sales were on GOG which is an incredible achievement by CD Projekt Red considering Steams dominance.
This is probably the reason why CD Projekt Red has such a huge operating margin from 30% to 50% in recent years. They are involved in the entire process of making and selling their games.
GWENT: The Witcher Card Game is the first multiplayer game developed by the CD PROJEKT Group. It has been a hugely successful and highly rated game (which is impressive considering it's their first mobile multiplayer game). The reason why this game is important for the future is because multiplayer is the key to the cash machine which is microtransactions which the card game has.
Cyberpunk was released recently and had been in development for many years. It's sold very well but less than analysts expectations and there has been serious problems on console versions which led to sony removing cyberpunk 2077 from it's PS store for the time being. This caused the companies stock to plummet 37% recently.
I'll get into the numbers at the bottom for my reverse DCF that I did.
Cyberpunk Online multiplayer will definitely come at some point within the next couple of years. The reason being is that after GTA Onlines unbelievable success and constant revenue generation for Take Two then it makes sense to try and replicate this with Cyberpunk. This multiplayer will feature microtransactions and in my opinion is the way Cd Projekt red can really make the big $$ in the future. Microtransactions for cosmetic items like in game skins or packs (like fifa) are easy to implement and have huge operating margins as they take 0 CAPEX and virtually no time to implement due to being some simple code and designs. Here's a quote taken from their 2019 Annual Report for Key Sources Of Revenue:
■ sales carried out through optional microtransactions in GWENT: The Witcher Card Game (incl. kegs and meteorite dust) via GOG, proprietors of console platforms (PlayStation, Xbox) and App Store (Apple)
Risks
There are some huge risks with cd projekt red, here are the main ones:
- Neither IP, The Wither or Cyberpunk 2077 is owned by CD Projekt since the two series are based on a series of novels and a tabletop RPG respectively. So they would need permission from these license holders (the creators I think) to be able to do other spin offs for them. While it is likely the permission will be given due to the huge successes it's not a certainty.
- CD Projekt Red relies on a couple of block busters to make 80% of their revenue and earnings. The Witcher 3 and Cyberpunk 2077 are the only revenue generates the company has (apart from GOG). If CD Projekt red messes up either of these huge IP's in the future (or like they just have with the console versions of Cyberpunk) then you can expect a huge and sudden stock price drop and potential damage to the company.
- Because of the few but huge releases, CD Projekt Red has very volatile earnings and revenue making it very hard to predict, similar to Take Two Interactive. You can see in the following picture how sales drop a lot after release.
Co-Founders and Board History
CD PROJEKT has a very long tenure of the management board, all at least 10 years and 3/5 of them 20+ years. Insiders have a significant stake in CD Projekt red's stock, including the joint CEO's. This is great news for shareholders as the insiders have a big incentive to make the company work as they have big stakes in the company.
Company shareholding structure is made up of the following people:
- Marcin Iwinski (Joint CEO & Co-Founder) is 13%
- Michal Kicinski (Ex Joint CEO & Co-Founder) is 11%
- Piotr Nielubowicz (VP, CFO) is 6%
- Adam Kicinski (President & Joint CEO) is 3%
Incentives for management:
Management goals are based 80% on net earnings and 20% on SP over the WIG index.
These are poor goals in my opinion. Net earnings can be enhanced by poor acquisitions and stock price is meaningless and should be ignored in incentives as it can produce short term motivations.
Management hit the majority of their goals for year 2019.Their goals going forward:
Goals for 2020-2025 Aggregate Net Income: 8,300 PLN or 1,660 PLN a year.
Optimistic goals for 2020-2025 Aggregate Net Income: 10,000 PLN or 2,000 PLN a year.
These goals seem too high in my opinion. Especially after their cyberpunk flop on consoles but it's still possible.
Competitors
CD PROJEKT is well known for its biggest sales on The Witcher and Cyberpunk 2077 hype. However, there’s a lot of gaming industries that compete with one another.
Thus comparing its competitors such as Take-Two Interactive, Electronic Arts (EA), Activision Blizzard has more diversified games and games produced more frequently compared to CD PROJEKT RED.
CD Projekt Red's risk in terms of competitors is releasing a big game that clashes with another big game such as GTA 6. However all gaming companies have a good tailwind right now due to COVID restrictions and microtransactions are lifting all gaming companies margins. A rising tide lifts all boats.
Industry
- CAGR 2019-2024 Video games and e-sports growth expected to be 7% (source: PWC Global Entertainment & Media Outlook 2020–2024).
- In 2019 the strongest strong growth was observed in the mobile and console segments. The former grew by 9.7%, reaching 68.2 billion USD, while the latter grew by 7.3%, reaching 45.3billion USD. The PC market reached a volume of 35.3 billion USD, having increased by 2.8%.The largest share of the global videogame market is currently held by mobile devices (46%), 80% of which are smartphone releases. Gaming consoles come in second at 30%, followed by the PC 24%. Mobile devices are projected to retain their top position, with their corresponding market volume increasing by 11.2% annually (on average) over the next three years. According to estimates, the volume of the global mobile game market will reach 93.6 billion USD by 2022 (it currently stands at 68.2 billion USD).
You can see from the above as to why CD projekt red is branching out to smartphones and China.
Reverse DCF
StockMarket does not allow images so you will need to view my user to see the reverse DCF krisolch if you want to see it.
Conclusion
It's been extremely difficult to project CD Projekt Red and even after doing research I am still very unsure on a bunch of variables. In my opinion the markets assumptions of CD Projekt Red's growth and margins as shown above in the reverse DCF is perfectly acceptable to me. Therefore I would not buy their shares unless they dipped to around 210 zloty~ as I don't think they are undervalued yet. given the risks.
Please comment if you see anything wrong with my valuation. This was a very difficult one for me.
Thanks
submitted by krisolch to StockMarket [link] [comments]

My Big Recommendations List for the Steam Winter Sale

This has been an absolutely miserable year but finally it’s coming to an end, and even looking up now that Facebook and Google are being sued by Federal and State governments. If you played Cyberpunk I’m sure you’ll also have your fingers crossed that both companies get the sledgehammer into little pieces, with Amazon and the App Store soon to follow. Next year is up in the air right now; it could be the year XR is completely strangled by those soulless corpo’s at Facebook, or it could be the year that OpenXR, anti trust action, and consumer apathy towards VR cut their legs out from under them. Things look completely up in the air at this point. So take the holidays and enjoy VR while you still can, next year we might just be playing Valve’s Citadel while the ship goes down.
Well Steam’s Winter Sale is here and it’s a great time to pick up a lot of great games, hidden gems, and so on. This is my list of games to pick up. Some of them are the best prices these games have ever had. I categorized them by price tier, and I put a few standouts in bold either because they’re a great game or a great deal, or both.
Merry Christmas
[I also made a hardware guide for headsets and PC components, a guide to using steamVR, a guide about how to use the Index for AR, and a master acab list of great VR games, demos, and software]
The Sale ends on January 5th at 10AM PT






Also worth taking a look at, over at Fanatical they’re doing a “make your own bundle.” 2 games for $6.99, 3 games for $9.99, 5 games for $14.99
submitted by OXIOXIOXI to Vive [link] [comments]

6th Fate/Grand Order User Survey Translation

Here's a translation. Kind of late, but I figured I'd post it anyway in hopes that it may still be useful to someone. If I made any mistakes, please let me know and I'll fix them up, thanks!
Survey here
Please enter your game ID (friend code) (お客様のIDを教えてください)
Please enter your age (年齢を教えてください)
First option is under 10 Last option is 70 or over
Please enter your gender (性別を教えてください)
Please select the prefecture you live in. Choose whichever one you want. (お住まいの都道府県を教えてください)
Please state your profession (ご職業を教えてください)
How long do you use a smartphone or tablet on a given day, for weekdays and holidays? (平日および休日で、1日にスマートフォン・タブレットを利用する時間を教えてください)
Weekdays (平日)
Holiday (休日)
How much do you spend on your hobbies each month? Also, within that amount, how much do you spend on smart phone games each month? (月に趣味に使う金額はいくらですか。また、そのうちスマートフォンゲームに使う金額はいくらですか)
Money you spend on hobbies (趣味に使う金額)
Within that amount, money you spend on smart phone games (そのうちゲームに使う金額)
(1 yen is about 1 cent these days, so take off two zeroes to covert roughly to dollars.)
What media or services do you normally use? Please choose all that apply. (あなたが普段利用しているメディアやサービスをすべて選んでください)
From the following magazines, please choose the ones you subscribe to. Please limit to the magazines you yourself read. (以下の雑誌のうち、あなたが今購読しているものをすべて選んでください。※ここでの購読は自分が読むために購入したものに限ります)
Please state which home game consoles you currently possess (現在所持している、家庭用ゲーム機を教えてください)
Currently, aside from Fate/Grand Order, please state which apps you've played in the last week. (現在、Fate/Grand Order以外で、1週間以内に遊んだアプリを教えてください)
Please state what genres of content you like (好きなコンテンツのジャンルを教えてください)
Please state what genres of game you like (好きなゲームのジャンルを教えてください)
From the following, please select all that apply for what you look for in a smart phone game. (あなたが、スマートフォン向けゲーム(iPhoneやiPad、Androidで遊べるゲームアプリ)に求めるものとして、あてはまるものをすべて選んでください)
How do you normally get information about Smart phone games? Please choose all that apply. (あなたが、普段スマートフォン向けゲーム(iPhoneやiPad、Androidで遊べるゲームアプリ)の情報を入手する場合、どのような方法で入手していますか。あてはまるものをすべて選んでください)
From following, please select all that apply for what caused you to download a smart phone game. (あなたが、スマートフォン向けゲーム(iPhoneやiPad、Androidで遊べるゲームアプリ)をダウンロードするきっかけとして、あてはまるものをすべて選んでください)
Please state when you play smart phone games. (スマートフォン向けゲームを遊ぶタイミングについて教えてください。あてはまるものをすべて選んでください)
Please state the reason why you started Fate/Grand Order (Fate/Grand Orderを始めた理由を教えてください)
When did you start playing Fate/Grand Order? (Fate/Grand Orderを始めたのはいつからですか)
How do you normally get information about Fate/Grand Order? Please choose all that apply. (Fate/Grand Orderの情報を普段どのようなメディアで入手しますか。あてはまるものをすべて選んでください)
Within the Fate series, please state your favorite works (up to 3) (Fateシリーズの中で好きな作品を教えてください(3個まで))
Game (ゲーム)
Anime (アニメ)
Book (書籍)
Comic (コミック)
Board Game (ボードゲーム)
Other (50 character limit) (その他(50字以内))
Please state how satisfied you were with Theatrical Release Fate/Grand Order -Camelot- Wandering; Agateram (「劇場版Fate/Grand Order -神聖円卓領域キャメロット- Wandering; Agateram」の満足度を教えてください)
Please explain your answer to the above question (optional) (上記でお答えいただいた回答の理由を教えてください(任意))
How often do you play Fate/Grand Order? (Fate/Grand Orderをどのくらいの頻度でプレイしますか)
Please state how long you play Fate/Grand Order in a day (Fate/Grand Orderの1日のプレイ時間を教えてください)
Within the main story of Fate/Grand Order, please state which story chapter is your favorite. (Fate/Grand Orderのメインクエストの中で一番好きな章を教えてください)
Among the Fate/Grand Order in-game events held in 2020, please state which event was the most fun. (Fate/Grand Orderが2020年中に開催したゲーム内イベントの中で一番楽しかったイベントを教えてください。)
What do you think about the story of Fate/Grand Order? Please select all that apply. (Fate/Grand Orderのシナリオについて、どのように感じますか。以下からあてはまるものをすべて選んでください。)
What do you think about the battles of Fate/Grand Order? Please select all that apply. (Fate/Grand Orderのバトルについて、どのように感じますか。以下からあてはまるものをすべて選んでください。)
What do you think about the number of servants in the game? Please select the answer that fits best. (Fate/Grand Orderで実装されるサーヴァントの数についてどのように感じますか。もっともあてはまるものを選んでください。)
What do you look for most in a servant? Please select all that apply. (Fate/Grand Orderで実装されるサーヴァントに求めるものは何でしょうか。以下からあてはまるものをすべて選んでください。)
What do you think about the frequency of in-game events held in Fate/Grand Order? Please choose the answer that fits bests. (Fate/Grand Orderで開催されるゲーム内イベントの開催頻度について、どのように感じますか。もっともあてはまるものを選んでください)
What do you think about the participation requirements of in-game events held in Fate/Grand Order? Please choose the answer that fits bests. (Fate/Grand Orderで開催されるゲーム内イベントの参加条件について、どのように感じますか。もっともあてはまるものを選んでください)
What do you think about the duration of in-game events held in Fate/Grand Order? Please choose the answer that fits bests. (Fate/Grand Orderで開催されるゲーム内イベントの開催期間について、どのように感じますか。もっともあてはまるものを選んでください)
What do you think about the amount of story for in-game events held in Fate/Grand Order? Please choose the answer that fits bests. (Fate/Grand Orderで開催されるゲーム内イベントのシナリオの量について、どのように感じますか。もっともあてはまるものを選んでください)
From the following, please select all that apply for what you look for in Fate/Grand Order in-game events. (Fate/Grand Orderで開催されるゲーム内イベントに求めるものとして、あてはまるものをすべて選んでください)
If any out of game Fate/Grand Order events are held in 2021, would you want to attend in person? Please select all that apply. (2021年にFate/Grand Orderのゲーム外イベントが開催される場合、会場で参加したいと考えますか 。以下からあてはまるものをすべて選んでください。)
What developments do you want in Fate/Grand Order? Please pick 3. (今後、Fate/Grand Orderにどんな展開をしてほしいですか。3つお答えください)
The questions within the blue box are for those who have not played Fate/Grand Order in over a month. For everyone else, please choose the last option. (Fate/Grand Orderを1ヵ月以上遊ばなくなったことがある方へ質問です。)
Please state why you stopped playing. *For those who have not stopped playing for over a month, please select "I have not stopped playing for over a month" (遊ばなくなった理由で、あてはまるものをすべて選んでください ※1ヵ月以上遊ばなくなったことがない方は「1ヵ月以上遊ばなくなったことはない」を選んでください。)
Please state why you started playing again. *For those who have not stopped playing for over a month, please select "I have not stopped playing for over a month" (再び遊ぶようになった理由で、あてはまるものをすべて選んでください。 ※1ヵ月以上遊ばなくなったことがない方は「1ヵ月以上遊ばなくなったことはない」を選んでください。)
Please state what aspects of Fate/Grand Order you like and what you are looking forward to (Fate/Grand Orderの好きな部分、期待していることを教えてください)
Please state what aspects of Fate/Grand Order you want to be improved (Fate/Grand Orderの改善してほしいところを教えてください)
Are there any works you want a collab with? (Optional) (50 character limit) (今後コラボしてほしい作品はありますか(任意) (50字以内))
Regarding Fate/Grand Order, if there is anything else you're looking forward to, or opinions, or requests, please state below. (Optional) (400 character limit) (その他、Fate/Grand Orderに期待することや、ご意見・ご要望がございましたらご記入ください(任意) (400字以内))
submitted by lig0schndr to grandorder [link] [comments]

online mobile board games to play with friends video

Board games were once just a tabletop activity, but now you can play online board games with friends from anywhere. Online board games are quickly becoming a popular way to spend time with friends and family who may not share your geographical location, and it’s not just online chess anymore. Here are some great sites for you to play online board games with friends. Disclaimer: there are 10. Bingo. If you are looking for a fun & free online board game to play with your family, then Bingo is the correct choice. You can invite your friends to join the virtual game room, there’s no money involved & there’s no such pressure, everyone gets a fair chance to win Bingo. Mobile Legends Game Play Online. The arena of Mobile Legends is open for you and your friends! Join the battle now and win it as a team! You and your buddies will choose characters and arrange great mighty armies to stand against the rivals. You will have a chance to create a really perfect army of heroes because you can pick various types of You don't have to be in the same room with your friends to have an epic night. With winter approaching, online party games are the best way for friend groups to have a fun night from the comfort Best online games to play with friends that will make you feel less cooped up in 2021. From Among Us to Jackbox Party Packs to virtual escape rooms, we've got you covered for virtual cold weather This mobile app version lets you recreate the game online in several different ways. You can either play solo against the computer or online with friends located in other places. There’s even an While technically not “board games,” you can play more than a dozen popular card games with friends using CardzMania. Set up a video call with your friends and then invite them via e-mail to play... The game of checkers is a staple for board game lovers, and it's easy to play it with friends and family long-distance, too. The game is available via free apps on the App Store and Google Play Store, as well as a Google Chrome extension that allows friends to compete against each other online. Here are some of the best games you can play with family and friends from your mobile: 1. UNO © UNO. UNO is the worlds’ most popular card game that can be played digitally from your phone too IRL hangouts might be on hold, but that doesn't mean game night has to be canceled. We've rounded up the best phone apps and streamable games to play with your friends from home during the

online mobile board games to play with friends top

[index] [241] [4562] [8370] [4868] [6156] [8954] [450] [8763] [1014] [4255]

online mobile board games to play with friends

Copyright © 2024 top.realmoneygame.xyz