Well said drustar. Thanks for the excellent explanation

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kickerz84

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21/05/21

20:30

Post #: 53342215
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Originally posted by DruStar: ↑

One thing that really stood out for me on the webinar was when Michael was talking about Mogul "hiding" behind a tournament and letting the brand take centre stage. Mogul's name popped up on screen a few times through the Kellogs tournament and hasn't appeared yet in the Razer Invitational. He said we'll see this in a BIG way with the Walmart Rewired Festival, a gold package hosting option (Kellogs Halo was a basic bronze put together at the last minute).

How powerful for a brand to be able to collaborate with Mogul on a tournament that's run BY them and not just them sponsoring someone else's tournament. I can see this hitting off if brands realise they can be the sole focus of the tournament, and mogul just provides all the high tech backend work, with the brand getting all the glory! At a guess that's why Kellogs have come back to Mogul again so quickly since the Halo tournament and said "wow, so we can run another tournament and be the sole event host instead of being just a sponsor of the Esports Arena tournament?". They can also do this internationally too. Kellogs is a global brand, so they'll want to run tournaments across the globe (here's where Mogul's language optimisation will work wonders).

He did say that when the Rewired tournament officially kicks off online in June we'll be "blown away" by what Mogul has been able to do for them. Really excited to see what a gold package option looks like in real time.

One other thing he mentioned too was how unhappy Microsoft were with Smash.gg as a hosting platform and how they would never use them again. I'm pretty sure he was talking about the microsoft connection. So it's clear that right now there is NOTHING out there that does what Mogul does. It's a case of disrupting the industry, and attracting as many high ticket brands as possible with what they have have to offer. First mover advantage, best in class, whatever you think Mogul have, it's definitely something special.

The only downside as investors is it may take longer than we first anticipated. I'm resigning myself to the fact we may see more downside pressure before it turns around, mainly due to the fact that we're gonna have to wait a little longer to see bigger revenue coming in. But when it does, I'm confident it's gonna put a big re-rate on the share price. The only thing to do between now and then is immerse ourselves in their tournament offerings, research the hell out the industry moving forward, and accumulate when we can so that when the re-rate happens and the market cottons on to what Mogul is doing, we can sit and enjoy the upside with a healthy parcel.

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Well said drustar. Thanks for the excellent explanation

ESH Price at posting: 1.0¢ Sentiment: Hold Disclosure: Held
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