『2983: Has This Game Developer Unleashed a Blockbuster Hit?』のカバーアート

2983: Has This Game Developer Unleashed a Blockbuster Hit?

2983: Has This Game Developer Unleashed a Blockbuster Hit?

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In this episode of Macro, Micro and Small Cap News for Saturday, 15th August 2026, we examine major macro developments and take a deep dive into UK-listed video game publisher Everplay Group plc (AIM: #EVPL) following the launch of their flagship title.

  • Macro News & Market Round-up:

    • Auto industry pressure on electric vehicle targets.

    • US updates on tariffs and global trade routes.

    • Wild swings in South Korea's KOSPI index driven by heavy semiconductor weightings.

    • Frasers Group acquiring Harvey Nichols.

    • NOAA's forecast regarding an intensifying Super El Niño event.

  • Company in Focus: Everplay Group plc (AIM: #EVPL)

  • Strong Launch Data: Reviewing real-time SteamDB metrics for Hell Let Loose: Vietnam, which hit 30,614 concurrent players on day one (+43% over the original game's peak) and reached #2 in Global Top Sellers.

  • 100% Owned First-Party IP: Capturing full publisher net revenue without third-party royalty drag.

  • 5 Investment Catalysts: Margin expansion from owned IP, multi-year DLC monetisation potential, normalizing development spend driving free cash flow, a robust balance sheet with £60m–£65m net cash, and an attractive valuation discount.

  • Special Summer Discount: Reminder to use code POD40 at Sharepickers.com before 31st August 2026 for 40% off membership.
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