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MGI acquires Dataseat
Media and Games Invest #M8G $MDGIF acquired Dataseat, a DSP startup specialized in future proof of user acquisition using contextual signals instead of device IDs. Dataseat gives advertisers full control, transparency, and adaptability over their campaigns in a world where identifiers such as IDFA are deprecated.

Dataseats revenues for 2022 are expected to be in the mid-single digit million range (GBP) and for 2022 management expects Dataseat to reach breakeven on an EBITDA level, whereas the plan is to further invest in growth and speed up growth and scaling. The purchase price consists of (i) a fixed component in the high single-digit GBP million range, (ii) a conditional deferred purchase price linked to the retention of the founders, as well as (iii) a long-term performance-based earn-out component.
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$17.8m follower assets
Portfolio end of June '22 (descending order)

Epsilon Net Group $EPSIL.AT
Secunet Security Networks $YSN.DE
Evolution $EVVTY
Leatt Corp. $LEAT
Kaspi $KSPI
Grodno SA $GRN.WA
Amazon $AMZN
Meta $META
Media and Games Invest $MDGIF
Alphabet $GOOG
Centrotec SE $CEV.HM
IDT Corp. $IDT
Digital Turbine $APPS
Tremor International $TRMR
Passus SA $PAS.WA
Booking Holdings $BKNG
Steico SE $ST5.DE
Kambi $KAMBI
Mynaric $MYNA
Unity Software $U
Tencent Holdings $TCEHY
Alibaba Group $BABA
Nvidia $NVDA
SEA Ltd. $SE
Adobe $ADBE
Monster Beverage $MNST
Spotify $SPOT

New: $CEV.HM. Sold: $INPST


Ethereum $ETH.X
Bitcoin $BTC.X
Litecoin $LTC.X
Yield Guild Games $YGG.X
Enjin $ENJ.X
Cardano $ADA.X
Bitcoin Cash $BCH.X
Polkadot $DOT.X
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$17.8m follower assets
Media and Games Invest Q1
$MDGIF #MGI Q1 '22 results:

▫️Net revenue +27%
*organic +18%
▫️Adj. EBITDA +30%
*Margin of 27% vs. 26%
▫️Adj. EBIT +45%
*Margin of 21% vs. 18%
▫️operating Cashflow +45%
▫️DBNER of 125% for software clients >100k revenues

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Also good to see that Oaktree Capital use the recent capital increase to increase their stake in Media and Games from 9% to now 13 % 👌🏻
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