Leaf Mobile Investor Snapshot (TSX: LEAF)
Expanding a portfolio of legendary free mobile games
This Leaf Mobile profile is part of a paid investor awareness campaign. *
In 2020, the mobile gaming market saw unprecedented growth with a 46% increase in the number of players and a 46.5% market share overall. 158 billion US dollars global gaming industry. As the proliferation of accessible and engaging mobile games continues, it is clear that this sector is expected to experience significant growth.
In North America alone, market values for mobile gaming content could exceed US $ 29.1 billion by 2022, a fraction of the total market value given the overwhelming popularity of free mobile gaming around the world. Companies benefiting from developments brand partnerships and strategic acquisitions give investors fantastic exposure to this exponentially growing space and a chance to rise to the top of the mobile gaming rankings.
LEAF Mobile (TSXV: LEAF, OTC: LEMLF) is the largest free mobile games company in Canada listed on the TSX Venture Exchange. The company currently has ten games in its portfolio with plans to expand.
Since its inception in 2018, the company has worked on scaling up its decentralized organization and implementing its 3 fundamental pillars of revenue growth. LEAF’s 3 main growth pillars are portfolio and products, technology platform (eg IdleKit) and mergers and acquisitions for acquired growth and revenue consolidation. LEAF studios include East Side Games and LDRLY Games.
LEAF was quick to establish strong partnerships with brands like Archer, It’s Always Sunny in Philadelphia and, more recently, the RuPaul’s Drag Race franchise. In early 2021, the company announced an upcoming IP partnership with the RuPaul brand to create a free-to-play mobile game that is the first of its kind in the LGBTQ space. LEAF intends to launch the new project in the second half of 2021.
The IdleKit technology platform also offers exceptional opportunities for high margin SaaS revenue and upward distributed growth. LEAF has recruited five new IdleKit partners since the start of 2021, including BigFoot Gaming Inc. in South America and Mighty Kingdom (ASX: MKL), Australia’s largest independent game developer.
With the establishment of several significant global IP partnerships underway, the company continues to create a net and larger geographic footprint in the growing mobile gaming market.
LEAF leverages an early start advantage as one of only two free public companies in Canada. Its impressive market capitalization of C $ 330 million, its solid financial platform and its expert M&A strategies establish the company’s position as a dominant player in the growing Canadian and international market.
LEAF Mobile’s management team brings together unparalleled expertise in media and games with a proven entrepreneurial vision. With over 150 years of combined experience in the mergers and acquisitions, finance, technology and games industries, this leadership prepares LEAF for exceptional organic growth and expansion potential.
LEAF Mobile Company Highlights
- Leaf Mobile (TSXV: LEAF | OTC: LEMLF) is a leading free-to-play mobile games group based in Vancouver, Canada, creating engaging games that build player loyalty through a strong portfolio of exciting games.
- The company has a robust game portfolio and product pillar, which engages key IP partnerships with notable brands such as Trailer Park Boys, Cheech and Chong and the upcoming RuPaul’s Drag Race franchise partnership to create a game. innovative adapted to the LGBTQ space.
- Its IdleKit technology platform leverages strategic partnerships for expansive distributed growth and high-margin SaaS revenue and royalty opportunities.
- LEAF is a pioneer in the under-represented Canadian gaming market. It markets itself as a small to medium sized market consolidator of various game studios.
- The company aims to harness Canada’s brilliant video game talent and become one of the leading free-to-play companies globally.
- The company has a management team with a proven track record in media and games and an entrepreneurial vision to bring LEAF to the top of mobile and free-to-play in Canada and international markets.
LEAF Mobile Wallet
Game portfolio and product pillar
LEAF Mobile currently has ten games in its strong game portfolio. Its well-established studios, East Side Games and LDRLY Games, offer an attractive portfolio of games, developed and published in-house or through IP partnerships and acquisitions. These studios use an innovative data-driven process to improve the retention of their games throughout their life.
LEAF focuses on long-life games with a storytelling emphasis to increase the loyal IP-related fan base and steady revenue. The company currently has several game and brand partnerships in the works, including an exciting game from the RuPaul’s Drag Race franchise to open doors to untapped markets and very promising player spaces.
The IdleKit technology platform offers LEAF high margin SaaS revenue and royalty opportunities. The platform works to complement organic portfolio revenue generation with in-app purchases and the potential to expand advertising and margins with recurring platform expansion to improve gross margin.
IdleKit includes key partnerships like Mighty Kingdom, BigFoot Gaming Inc, Game Masons and more. In December 2020, the company achieved a phased launch of non-IP fantasy game with an integrated partnership with Truly Social Games, which could result in a significant acquisition of the LOI. Developers seek to benefit from the platform’s seamless compatibility with Unity and reduced risk for developers.
LEAF Mobile management team
Darcy Taylor – CEO
Darcy Taylor has over 20 years of experience as a senior executive building successful businesses and brands spanning Asia, Europe and North America. He has a proven track record in leadership and management roles at IMG Canada (now Endeavor LLC), Logic Technologies Inc, JT International SA and MASEV Communications Inc, which was acquired by IMG Canada. Taylor’s experience spans corporate, agency, and enterprise environments in the free mobile games, FinTech, esport, blockchain, FMCG / CPG, digital marketing, and retail industries. media and sports and entertainment.
Jason Bailey – CRO
Jason is one of the founders of East Side Games, Canada’s largest independent game studio. Jason is considered one of the most experienced video game entrepreneurs in Canada. Prior to East Side Games, Jason was one of the founders of Super Rewards, which he sold in 2009. Super Rewards was a social game monetization platform that helped create the free-to-play model that is ubiquitous today. . For the past 20 years, he has been a mentor and investor in various Canadian startups and tech companies.
Jim MacCallum – CPA, CA, CFA, CFO
Jim is a CPA, CA and CFA with over 20 years of experience in finance. Most recently, Jim was Senior Vice President CFO and Interim CFO at Westport Fuel Systems and, prior to Westport, held senior positions at Amica Mature Lifestyles, Absolute Software and Cisco Systems. Jim has extensive experience in financial markets, acquisitions and international experience, having worked for four years in California and two years in Russia. Jim interned with KPMG in Vancouver, British Columbia, and completed the Advanced Management program at Harvard Business School.
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The information contained herein is for informational purposes only and should not be construed as an offer or solicitation for the sale or purchase of securities. Readers should conduct their own research for all publicly available information about the company. Before making any investment decisions, readers are advised to consult Leaf Mobile directly and seek advice from a qualified investment advisor.