Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
HI MM, Please list these questions in the weekend Q&A - i) What is your view on DRO (Droneshield) and PLY (Playside) , both have grown a lot YTD. ii) Will you be launching the Active Growth Portfolio onto ASX as an ETF? And likewise for the International Equity Portfolio as an SMA or ETF? Do you have a target time? Thanks, Jacky
H Jacky,
We have answered a question on DRO earlier in todays report.
As for VIC based $340mn video games company Playside Studios (PLY), as you say has rallied ~30% in 2024, not of the same order as DRO. The game developer’s shares spiked higher in May after it upgraded its guidance for FY 2024. PLY now expects revenue of $63-$65 million and EBITDA of $16-$18 million. The company’s earnings guidance upgrade represents a 42% increase on the midpoint of its previous guidance of $11-$13 million and is a huge jump from a $1.7 million loss in FY 2023.
The second part of your question was interesting:
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