My unsolicited advice is I wouldnt be basing an investment on...

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jimmy2009

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17/07/21

09:49

Post #: 54568868
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Originally posted by FingerLicking: ↑

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

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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My unsolicited advice is I wouldnt be basing an investment on one game and their reviews. Consider company strategy, ability to excute that strategy, future earnings potential, company debt etc.

Also doubt all players are paying players

ICI Price at posting: 6.8¢ Sentiment: Hold Disclosure: Held
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