https://www.techradar.com/news/streaming-will-revolutionize-mobile-gaming-in-2021

https://www.tweaktown.com/news/77100/mobile-gaming-made-79-5-billion-in-2020-71-of-total-app-revenues/index.html

https://www.straitstimes.com/singapore/mobile-gaming-ads-abound-as-industrys-popularity-grows

https://www.campaignasia.com/article/here-is-why-mobile-gaming-could-make-marketers-rethink-their-media-plans/465613


Kort fortalt:

Otello er perfekt plassert i en megatrend med mobil gaming og reklame på mobil,
Positiv profit warning er kommet allerede men aksjen har mye å gå på.
Otec er en underanalysert aksje - Kun DNB har dekning og de snakker om mangedobling
Topp 20 eier 80% og det er få aksjer til salgs

Fra artikkelen:

In 2021, we believe that gaming will officially be recognised within the ranks of other media channels, and then eclipse them. Games will become less about competitive play and more of a “third space” where people can meet, socialize, create, and educate. This means brands and businesses can no longer afford to ignore mobile gaming. By adopting the right technologies early-and the right partners like AdColony- they too can become part of this exciting future and experience new growth and development on an unprecedented scale.

Jeg har sjeldent vært så bull på noe som denne!