ICI 0.00% 2.8¢ icandy interactive limited

18,111 reviews in Play Store as of this morning & 4.5 rating is...

  1. 1,914 Posts.
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    18,111 reviews in Play Store as of this morning & 4.5 rating is not bad. not bad at all!

    https://hotcopper.com.au/data/attachments/3370/3370300-43c8adfc1ea88e17582454913f82f4f9.jpg

    i'll be an investor if:

    1) reviews hit 50k by 15th August & maintains a 4.5 or greater rating; or
    2) hits 4.6 or greater rating at anytime & maintains it for five consecutive days; or
    3) if 1 & 2 are both hit, i'll triple my intended investment

    the above are my personal milestones which would indicate this game could Moon, significantly elevating the co's valuation

    what i've thought about: currently Claw appears to be growing @ around 1.5k active players per day with daily revenue between $3k & $4k: i think this result is okay, underwhelming to date, but not bad: if my estimates are correct & ARPU is $2.20, this game will be a nice earner for the co & profitable but unfortunately not a smash hit

    Coin Master's ARPU appears to average $7.50 per download from 2019 to 1Q21 therefore my

    bull case: if Claw's ARPU equals Coin Master's average, revenue could already be around one million dollars: 140k downloads X $7.50.

    bear case: ARPU is closer to $1 (like Pokemon Go's) making Claw's revenue only around $140k
 
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