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Stupid Q?, page-30

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barrybigjobs

2,467 Posts.

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16/11/20

09:54

Post #: 48895403
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Originally posted by barrybigjobs: ↑

I've enjoyed this sort of trash talk about ESH for almost 18 mths now particularly from EM1 holders (which I am one for better or worse). Expect it will keep coming but it's of no consequence.

ESH is on a smart curve and yes still early but ingredients are all there. Expect long, steady growth and for it to be still around winning in it's space when the shoutings over.

In regards the obsession however with AAA I agree. Remember that any commercial platform benefits from volume x price of users. If there is a platform that can capture and monetise the millions that play non AAA then that's a valid path also. It's easy to forget that we are in a privileged position here in AUS and only a small proportion of the world will ever be able to afford AAA's under current cost models. If your thing is AAA only then some platforms are for you, not others, that's valid.

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Or when the shoutings over, expect ESH to have been acquired. Possibly within 1-2 years from now. Though I'd prefer longer to let it build out I think this may be inevitable given it's structure and BOD connections.

ESH Price at posting: 2.1¢ Sentiment: Hold Disclosure: Held
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