Forum Topics PLY PLY Operating Update & FY25 Guida

Pinned straw:

Added 2 months ago

#Operating Update & FY25 Guidance

The early success of Kill Knight is positive.

But the lowered EBITDA guidance and significant cash burn expected in FY25 indicate that the company is entering a pretty crucial time.

If major titles perform well, PlaySide is positioned for strong growth.

Looks like they're betting heavily on the success of its upcoming games which we'll have to keep a close eye on, particularly Game of Thrones.....

Silky84
Added 2 months ago

Smashed today on the guidance given at the agm. This team have a history of conservative guidance- last financial year there were 2 guidance upgrades during the year- any additional revenue should drop to the bottom line as costs are fairly fixed. This is purely a play on the success of the games they create. Ive topped up on todays bad news…. I still believe in 5 years time this is a larger more profitable company

something about being greedy etc etc


disc- now largest real life position 15%

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