PLY playside studios limited

Ann: Operational Restructure, page-12

  1. 1,098 Posts.
    lightbulb Created with Sketch. 213
    This is my valuation with MOUSE numbers feel free to poke holes in it. Obviously an LLM wrote this up but its using my valuation points

    Selling MOUSE: P.I. for Hire - Revised Impact Analysis with 60/40 Publisher/Developer Split (PC ONLY)

    Current Position

    • Market Cap: $65 million
    • Share Price: $0.16

    Revenue Breakdown for MOUSE: P.I. for Hire (500,000 units)

    • Gross Sales: $20.0 million
    • After Platform Cut (70%): $14.0 million (steam cuts are actually a lot less after certain thresholds but being conservative give it the planket 30%)
    • PlaySide Share (60%): $8.4 million (estimated)
    • Developer (FUMI) Share (40%): $5.6 million (estimated)

    PlaySide's Financial Impact (Moderate Scenario)

    • PlaySide's Game Revenue Contribution: $8.4 million
    • Total Revenue (including 20% decline in other areas): $50.0 million
    • Projected EBITDA: $10.0 million (at 20% margin)

    Revalued Share Price (EV/EBITDA Based)

    • Conservative (300,000 units): $0.258 - $0.372
    • Moderate (500,000 units): $0.274 - $0.396
    • Optimistic (700,000 units): $0.291 - $0.421


    This sell number is based off the fact it is number 27 top wishlisted game on steam. 40$ is just a guess, it could be anywhere between 30$-$80 i imagine based on the type of game it is.
    This is just PC sales not console. Console would add a significant amount to this.
    https://newsletter.gamediscover.co/p/how-paralives-life-sim-ed-it-to-750k - this is evidence of a top 40 game with 750k wishlists needed to get there. we are 27.


    Moderate Scenario

    • Total gross revenue: $40-50 million
    • PlaySide's share: $16.8-21 million (after platform fees and developer split)

    Optimistic Scenario

    • Total gross revenue: $67-84 million
    • PlaySide's share: $28-35 million (after platform fees and developer split)
 
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Last
17.5¢
Change
-0.010(5.41%)
Mkt cap ! $71.61M
Open High Low Value Volume
18.0¢ 18.5¢ 17.0¢ $47.59K 270.1K

Buyers (Bids)

No. Vol. Price($)
1 106608 17.5¢
 

Sellers (Offers)

Price($) Vol. No.
19.0¢ 37720 3
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