but realistically, an economic moat may not be possible in this...

First 3 Last

Share
Profile

Follow
jovialmonk

139 Posts.

221

27/10/20

03:00

Post #: 48404364
Share
Originally posted by jovialmonk: ↑

does this really need a new thread?
I dont know about anyone else, but it is becoming difficult to keep track of all the threads and digest information. Unless there is a need to start a new topic, why all the new threads?

Anyway, economic moat is an interesting point. I would say that this is provided by:
a product combining social interaction and competition, mobile gaming, and the chance to win money and prizes
incredible marketing to gain rapid and widespread market foothold
relationship with telcos during 5G rollout (EM1 is ahead here I think) which is critical to success for widespread streaming of AAA content
first-mover advantage (this is still unclear but if we get ahead during next two asset launches, first-mover advantage will prove moat-ish at least market-wise if APT's first-mover advantage in the BNPL sector is anything to go by)

Expand

but realistically, an economic moat may not be possible in this sector at this time, as competitors are prevalent. However sector is massive and undergoing expansion (look at ASX esports stock share prices in last 3-6 months) so the pie is large enough for multiple players and we may not need significant competitor insulation ahead of expansion in this phase of development IMO. I think maybe leading up to Miggster Premium launch, partnerships will be critical, and if we can prove revenue streams from these assets, further partnerships will be necessary before discussing moats.
EM1 Price at posting: 14.0¢ Sentiment: Buy Disclosure: Held
3 Upvote

0 Great analysis

Reply