FAZE
FaZe Holdings Inc. Common Stock
stock NASDAQ

Listen up regards I stumbled upon straight fucking gold. This stock has an undervalued treasury and organic business and is set to skyrocket in the next couple of months. Not only does this company have a undervalued treasury strategy but they have a organic business that is going to be profitable NEXT QUARTER.
**TREASURY**
We all know about Microstrategy and BMNR but they have nothing on this treasury strategy and heres why...
**1.** They trade at 0.7x mNAV compared to BMNR's 1.0x and MSTR 1.5x making them undervalued on a straight crypto basis. They have over 15 mil in unrealized gains so far.
**2.** They partnered with Dialetic (a Swedish crypto firm) and target a 8-14% annualized yield on their ETH (first two months results are published on their site) this is better than BMNR (5% APY) and Coinbase (2% APY)
**ORGANIC BIZ**
Unlike most treasury companies this one actually has a promising underlying business.
**1.** They recently diverged their biggest cash burn businesses (FAZE media and Frankly media) setting a target of profitability NEXT QUARTER. Their ratios would be ridiculously low with a market cap of 70 mil especially in the media space.
**2.** Their projected revenue would be somewhere around 100-80 mil which is BELOW 1.0x P/S.
**3.** They announced stock buyback program of 5 million with ETH gains.
**4.** They have consolidated some of their business to save money, most recently they integrated Sideqik with Stream Hatchet. They expect 5 million in annualized saving from consolidation (this change alone would make them profitability).
**5.** They have end-to-end services such as agency to data analytics to advertising making it a one-stop shop for advertisers and influencers which no other competitor has in the space.
**6.** Some of their big contracts were pushed out due to tariffs and will materialize in the second half of this year further pushing the case they will be profitable.
**7.** Jerry Jones is a large investor (take this as you will...)

**Subsidiaries:**
**Faze esports:** I think you know what this is they host tournaments and get sponsorships. They kept the esports but sold media part since it burned through a lot of cash.
**Zoned:** A marketing and creative agency that helps brands connect with younger audiences by building campaigns and experiences within the gaming and pop culture space. **Customers include:** Jack in the Box, Epic Games, Paramount, Dallas Cowboys and more...
**GCN:** The Gaming Community Network fully integrates the highest reaching and most popular Gaming & Esport community sites, content producers, influencers, and tournament/event operators with the most current & optimized revenue resources for digital, video (VOD & streaming), influencer, social, mobile, and experiential to maximize revenue and consumer engagement.
**Code Red:** Works with publishers, tournament organizers, esports teams, broadcasters, sports clubs, investors, and endemic and non-endemic brands. **Customers include:** Bud Light, Blizzard, London Spitfire, ESL, Dark Zero and more...
**Stream Hatchet:** Provides advanced analytics and measurement of viewership and engagement on social live streaming platforms such as Twitch, YouTube Live, Trovo and many more. Stream Hatchet’s Business Intelligence suite offers game publishers, brands, and IP holders with unparalleled insights to navigate the complexities of the emerging content form. **Customer Include:** Riot Games, Youtube, Google, Nascar, Microsoft, EA, Blizzard and more...
**Sideqik:** Provides end-to-end creator relationship management (CRM) solutions to brands and marketers, serving as the core platform to discover, connect, manage, measure, and drive revenue from influencers across all major live streaming and social platforms. **Customers Include:** Coca-Cola, Corsair, Misfits Gaming, Peugeot and more...They have other but these are the biggest ones
**Risks:**
Dilution:
They sold equity at a 100% premium last raise (1.50) and will likely do that again. But to minimize the dilution they will use the 8-12% yield every month to buyback stock. They did that today and bought 600k worth of shares. This will add up quickly but regardless they will be undervalued on a crypto and business basis.

**TL;DR:**
Gamesquare has an undervalued treasury trading at 0.7x mNAV which is half of micro strategies and 0.3x less than BMNR. They also have 8-14% yield from their coins due to a partnership (BMNR gets 5%). Not only that they have a great undervalued business with profitability coming in Q3 any multiples would be crazy low since mkt cap is 70 mil. They are priced below 1.0x sales with a projected 100-80 mil in revenue next year. So both sides of this company are undervalued and its fucking rocketing in next six months don't be late. Personally, I'm deep 10,000 shares at an average of 0.77 and not selling until this hits $5. LFG

Listen up regards I stumbled upon straight fucking gold. This stock has an undervalued treasury and organic business and is set to skyrocket in the next couple of months. Not only does this company have a undervalued treasury strategy but they have a organic business that is going to be profitable NEXT QUARTER.
**TREASURY**
We all know about Microstrategy and BMNR but they have nothing on this treasury strategy and heres why...
**1.** They trade at 0.7x mNAV compared to BMNR's 1.0x and MSTR 1.5x making them undervalued on a straight crypto basis. They have over 15 mil in unrealized gains so far.
**2.** They partnered with Dialetic (a Swedish crypto firm) and target a 8-14% annualized yield on their ETH (first two months results are published on their site) this is better than BMNR (5% APY) and Coinbase (2% APY)
**ORGANIC BIZ**
Unlike most treasury companies this one actually has a promising underlying business.
**1.** They recently diverged their biggest cash burn businesses (FAZE media and Frankly media) setting a target of profitability NEXT QUARTER. Their ratios would be ridiculously low with a market cap of 70 mil especially in the media space.
**2.** Their projected revenue would be somewhere around 100-80 mil which is BELOW 1.0x P/S.
**3.** They announced stock buyback program of 5 million with ETH gains.
**4.** They have consolidated some of their business to save money, most recently they integrated Sideqik with Stream Hatchet. They expect 5 million in annualized saving from consolidation (this change alone would make them profitability).
**5.** They have end-to-end services such as agency to data analytics to advertising making it a one-stop shop for advertisers and influencers which no other competitor has in the space.
**6.** Some of their big contracts were pushed out due to tariffs and will materialize in the second half of this year further pushing the case they will be profitable.
**7.** Jerry Jones is a large investor (take this as you will...)

**Subsidiaries:**
**Faze esports:** I think you know what this is they host tournaments and get sponsorships. They kept the esports but sold media part since it burned through a lot of cash.
**Zoned:** A marketing and creative agency that helps brands connect with younger audiences by building campaigns and experiences within the gaming and pop culture space. **Customers include:** Jack in the Box, Epic Games, Paramount, Dallas Cowboys and more...
**GCN:** The Gaming Community Network fully integrates the highest reaching and most popular Gaming & Esport community sites, content producers, influencers, and tournament/event operators with the most current & optimized revenue resources for digital, video (VOD & streaming), influencer, social, mobile, and experiential to maximize revenue and consumer engagement.
**Code Red:** Works with publishers, tournament organizers, esports teams, broadcasters, sports clubs, investors, and endemic and non-endemic brands. **Customers include:** Bud Light, Blizzard, London Spitfire, ESL, Dark Zero and more...
**Stream Hatchet:** Provides advanced analytics and measurement of viewership and engagement on social live streaming platforms such as Twitch, YouTube Live, Trovo and many more. Stream Hatchet’s Business Intelligence suite offers game publishers, brands, and IP holders with unparalleled insights to navigate the complexities of the emerging content form. **Customer Include:** Riot Games, Youtube, Google, Nascar, Microsoft, EA, Blizzard and more...
**Sideqik:** Provides end-to-end creator relationship management (CRM) solutions to brands and marketers, serving as the core platform to discover, connect, manage, measure, and drive revenue from influencers across all major live streaming and social platforms. **Customers Include:** Coca-Cola, Corsair, Misfits Gaming, Peugeot and more...They have other but these are the biggest ones
**Risks:**
Dilution:
They sold equity at a 100% premium last raise (1.50) and will likely do that again. But to minimize the dilution they will use the 8-12% yield every month to buyback stock. They did that today and bought 600k worth of shares. This will add up quickly but regardless they will be undervalued on a crypto and business basis.

**TL;DR:**
Gamesquare has an undervalued treasury trading at 0.7x mNAV which is half of micro strategies and 0.3x less than BMNR. They also have 8-14% yield from their coins due to a partnership (BMNR gets 5%). Not only that they have a great undervalued business with profitability coming in Q3 any multiples would be crazy low since mkt cap is 70 mil. They are priced below 1.0x sales with a projected 100-80 mil in revenue next year. So both sides of this company are undervalued and its fucking rocketing in next six months don't be late. Personally, I'm deep 10,000 shares at an average of 0.77 and not selling until this hits $5. LFG