Superb analysis. The only question I have is when can the "PIPE" investors start unloading their shares? I understand the CEO's lock-up period is 24 months but curious about the PIPE. Thanks
Thanks. Morgan stanley increased their investment post IPO. The lockup of 24 months is applicable for founders . Others typically have 6 month lock up but I don't see it as an issue given how reluctant the founders were with dilution from PIPE initially and later agreed and how Morgan Stanley increased the stake further.
Great analysis. Thank you so nuch. I will share this article with all my friends and with all the groups, chats I'm in. Really appreciate the hours of research and hard work.
Not comparable competitor. Nearest examples are DKNG and U but both differ from SKLZ. U currently has much higher valuation than SKLZ. I expect the gap in this valuation to close over time as people understand SKLZ better over time. The gaming companies like ZNGA and GLUU are different business models and run at a much lower valuation.
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Great analysis. The games are especially addictive!
Great Analysis
Thanks for detailed analysis and sharing.
Thanks Sowmya for the well written article. It'd be interesting to hear your thoughts on stock valuation, I am not sure how to value this ...
One of the best analysis I have come across recently..waiting for $HAAC
Superb analysis. The only question I have is when can the "PIPE" investors start unloading their shares? I understand the CEO's lock-up period is 24 months but curious about the PIPE. Thanks
Thanks. Morgan stanley increased their investment post IPO. The lockup of 24 months is applicable for founders . Others typically have 6 month lock up but I don't see it as an issue given how reluctant the founders were with dilution from PIPE initially and later agreed and how Morgan Stanley increased the stake further.
Thank you for your article. I'll share with my friend.
Great analysis. Thank you so nuch. I will share this article with all my friends and with all the groups, chats I'm in. Really appreciate the hours of research and hard work.
Thank you. Appreciate it.
Thx for a very complete analysis. Would love to see a comparative review in terms of their valuation with competing/similar organizations.
Not comparable competitor. Nearest examples are DKNG and U but both differ from SKLZ. U currently has much higher valuation than SKLZ. I expect the gap in this valuation to close over time as people understand SKLZ better over time. The gaming companies like ZNGA and GLUU are different business models and run at a much lower valuation.
Thanks for the writeup, the information is very useful.
Thank you
How do you know that the skillz retains 0.2 and distribute 0.04 to developers??
Can someone explain why Skillz doesn't have to pay a platform fee to Apple? Maybe I am missing something with how Apple charges publishers?
Excellent analysis, Appreciate such a detailed insight!
Also I see you didn't mention about competitors.
What is the scope of growth with new SKLZ and NFL Partnering