Ballsbridge Capital

@ScruFFuR @8bitApes Thanks Max

@DanielDDamian Thank you! They will likely keep growing given the time frame of SEO reranking. SEO efforts today are usually realised in 6 - 12 months.

@BallsbridgeC Great work with xlmedia👌

1/2 Our Q1/21 fund target of 25% ROI has been achieved, nine months ahead of schedule. Total ROI: 27.29% Final positions, closed today: XL Media@ 60 (+75.18%) Sci Games @ 43.39 (+9.93%) Caesers (William Hill) @ 87.5 (+4.69 %) Betmakers @ 1 (+42.86 %) Zynga @ 10.1 (+3.38 %)

To join future funds email investment@ballsbridgecapital.com for more information.

Our Q1/21 fund is at 19.24% ROI this morning (Fund target 25%) For anyone who understands timelines of improving SEO / rankings, #XLMedia was a very obvious growth stock. Current ROI's: XL Media 25.55% Sci Games 18.65% Caesers (William Hill) 11.80% Betmakers 25.71% Zynga 14.12

Fabulous growth from @TheBetMakers , up 42% since Jan 4th. Congratulations. Delighted to have betmakers as part of our Q1/21 fund. Current overall ROI 16.07%.

@SlingshotCap CEO led clearly defined strategy that makes sense, and a solid understanding of the industry landscape and it's direction.

What are some useful signposts you'd want to see to determine a management team's execution ability? - product releases? - above-average growth rates? - more high-calibre team members joining? (see career page) - more customers review?

We have adjusted our Q1/21 fund as follows: Feb 5th: Closed William Hill position and moved those funds into Caesars Entertainment.

Our latest fund, Q1/21 is now live. Selected stocks and buy prices are: #XLMedia 34.25 @ScientificGames 39.47 @WilliamHill 269.48 @TheBetMakers 0.7 @zynga 9.77 We're very excited about these companies and believe there will be an excellent ROI within 12 months. (Target: 25%).

Our Q1/21 fund will be deployed on January 4th. Targeting 25% ROI over the next 12 months. We have a strong spread across US sports, lotteries, affiliates and social. Interestingly, this fund is likely to include one particularly unusual stock not yet on most people's radars...

Given the current climate and knock on effects we have decided to hold off until January to deploy our next fund. It's been a successful first year of operations: Q4/20: Returned 25.01% (in six weeks) Q3/19: Returned 26.12% (in nine months) Thank you to our investors.

We will open a new fund shortly Q4/20.2, deploying on November 2nd. Email if interested in participating.

Update: Our second fund, Q4/20, hit its targets in six weeks, 14 months ahead schedule. Cumulative ROI: 25.01% Final closing positions: XL Media: + 9.78% Sci Games: + 64.86% Kambi: + 39.03% GVC: + 31.06% Zynga: + 6.84% Activision Blizzard: - 1.51%

@zynga continuing to make excellent moves. (igamingbusiness.com/news/zynga-com…). Love the outlook for Zynga stock. Our active fund is at 20.76% today. Way ahead of schedule but not fully unexpected.

Can't wait until #XLMedia new SEO strategy takes effect too!

The market catching up to what Ballsbridge Capital already predicted: Q4/20 Fund began on Sep 1st, stats below: #XLMedia -8.6% @ScientificGames +67% @KambiSports +24% @GVCHoldings +24% @zynga +0.5% @ATVI_AB -3.5% ROI: 17.5% to date. Target 25% within 18 months.

@trailmarkercap @kambi @GVCHoldings I'd put it down to the general pace of the igaming industry (what moves slower than a snail?) and it being a jv by two behemoths. Also some element of licensing process delays (though they are beating expectation of 8 states, now 11 I believe), and of course covid.

@BallsbridgeC @kambi @GVCHoldings Especially with $IAC backing the effort, I would think. Why do you think Roar has been slow moving thus far? Anything wrong there?

With $KAMBI now increasingly facilitating custom lines and vig, what reason would an operator have to in-source their own sportsbook team/tech or go with another B2B provider? Strong for Kambi.

Off to a flying start on this fund. Up 11% in three weeks! Well done @ScientificGames , @KambiSports @GVCHoldings and I have absolutely no doubt @zynga , @ATVI_AB and #xlmedia will follow suit too. Very excited for the coming quarters as I know big deals and growth are in store.

We are delighted with this selection, and firmly believe they are the best positioned operators in the industry, for short to medium term growth. We very much look forward to following all developments. Thank you to our investors and everyone who continues to support us.

Our Q4/20 fund has just been deployed, aiming for 25% ROI by January 2022. Our previous fund returned 26.12% in nine months. We have selected six stocks covering US and European gambling markets, casual games, esports and affiliation, outlined below.