WA Government - Lockdown Information WA Government Infographic - Summary WA Health - Locations visited by confirmed cases HealthyWA - COVID Clinic Locations / Operating Hours Lockdown Rules Summary (ABC News) ABC COVID Live Blog - Sunday 31/01 Premier's Annoucement: --- IMPORTANT UPDATE REGARDING COMMUNITY CASE OF COVID-19 IN WESTERN AUSTRALIA, AND PERTH, PEEL AND SOUTH-WEST FIVE-DAY LOCKDOWN --- This morning, I convened an urgent meeting of the Emergency Management Team. We have a serious update to provide the WA community. This morning we received news of a positive COVID-19 test result. That positive result has come from a male hotel quarantine security guard, in his 20s. The information we have is fast-evolving. As you can understand, immediately our teams moved into place to begin contact tracing and put in place emergency response systems. This is all underway, and I ask everyone to be cooperative and understanding of what is going to take place. Here is what we know about the male who tested positive: He was working at one of the State’s hotel quarantine facilities – the Sheraton Four Points in the city. He had tested negative for COVID-19 on January Friday 15, January Sunday 17 and Saturday January 23 – as part of the weekly testing system in place. When the man was working at this hotel, there were four active cases of COVID-19. Of those four cases, we have at least three confirmed variant strains, two UK and one South African. We are told the guard was working on the same floor, as a positive UK variant case. The guard completed two 12-hours shifts on both the 26th and 27th of January. Exactly how the infection was acquired remains under investigation. The Health Department contact tracing team has pulled together a list of potential exposure sites of where this positive case has been in recent days. These locations currently include:
Coles Maylands supermarket on 25 January from 8pm to 10pm
KFC Maylands on 27 January from 6pm to midnight
Mitsubishi Motors car dealership in Midland on 27 January from 7pm to close
Spudshed, Coventry Village in Morley on 27 January from 8pm to midnight
ECU Joondalup on 28 January from 11am to 2pm
Consulate General of India on St Georges Terrace in Perth on 28 January from 12pm to 5pm
Halal Grocery Store in Cloverdale on 28 January from 7pm to 9pm
Venus Ladies and Gentleman Hair Design Maylands hairdressers on 29 January from 1pm to 3pm
Perth Convention Centre on 29 January from 4pm to 6pm
Nedlands Family Practice GP surgery on 29 January from 5pm to 6pm
Chemist Warehouse North Perth Pharmacy on 29 January from 5.30pm to 7.30pm
7-Eleven Ascot petrol station on 29 January from 8pm to 9pm
Coles Maylands supermarket on 29 January from 8pm 9pm
Puma Service Station in Burswood on 30 January from 11am to 12 midday.
Coles Express/Shell Service Station in Cloverdale on 30 January from 12 midday to 3pm
Pharmacy 777 at Maylands Park Shopping Centre 30 January from 2.30pm to 4pm.
People who have been to these venues on these dates and times must get tested. In addition, people who live or work in the Falkirk Avenue, Maylands area including Coles, Liquorland and the Maylands shopping precinct should present for a test. They must then go home and isolate until their negative test results are returned. The investigation is on-going by our public health team, and it is likely more locations will be added following further discussions with the man. Close contacts will be contacted by public health officials and asked to quarantine for 14 days. More information on testing clinics will be available on our website – the WA Health and WA Gov websites. The man’s immediate household contacts have been contacted, tested and placed in isolation at State managed quarantine facilities to complete a 14-day quarantine period in a quarantine facility. All three have tested negative this morning. However, we can expect that they will become positive in coming days. Genome sequencing is underway on the positive case and results will be known by Tuesday morning. However, based on the information we have, it appears possible that this new positive case has the highly transmissible UK variant. The past year has been unlike any other – Western Australia has done an incredible job. It’s something I am so proud of. But as we have always known with COVID – it can change very quickly. Today – we need to go back to what we know best, to ensure we limit community transmission of COVID-19 in our State. Even though it was nearly 10 months ago – WA has experienced community transmission of this virus before. We all did the right thing and we crushed it. And it worked. So beginning at 6pm tonight, the whole Perth metropolitan area, the Peel region and the South West region will be going into a full lockdown. This lockdown will run until 6pm on Friday. A five-day lockdown. It’s crucial we act quickly, to keep the community safe. We cannot forget how quickly this virus can spread, nor the devastation it can cause. Following our discussions with the Chief Health Officer and Police Commissioner, the following measures will be put in place from 6pm for people in Perth, Peel and the South West: People in these regions are required to stay home, except for the following four reasons:
Shopping for essentials like groceries, medicine and necessary supplies.
Medical or health care needs including compassionate requirements and looking after the vulnerable.
Exercise, within their neighbourhood, but only with one other person and only for one hour per day.
Work, where you cannot work from home or remotely.
In addition to this Stay Home rule. If you do leave home, for one of the four reasons you will be required to wear a mask at all times outside and if you need to work indoors, then wearing a mask in the workplace is also mandatory. To be clear, mask wearing on public transport is also mandatory. People in the Perth, Peel or South West region need to stay inside their region for the next five days, unless for an essential reason. We are strongly encouraging that everyone in this area, who is from another WA region, stay here and do not travel further outside of this area until the lockdown is over. If you do need to travel outside the region you are in now, that can only occur if you need to return to your place of residence or exceptional circumstances. The transport of essential goods into this region, is permitted, under our existing transport guidelines. This lockdown means the following businesses, venues and locations in the relevant regions need to close for the next five days:
Pubs, bars and clubs
Gyms and indoor sporting venues
Playgrounds, skate parks and outdoor recreational facilities
Cinemas, entertainment venues, and casinos
Large religious gatherings and places of worship
Libraries and cultural institutions
Restaurants and cafes will close, and provide takeaway service only. 10 people can attend funerals, weddings are cancelled for the next five days. No visitors are permitted to your home, unless caring for someone vulnerable or an emergency. No visitors will be allowed in aged care homes, unless exceptional circumstances. No visitors to hospitals and/or disability facilities, unless exceptional circumstances. Elective surgery and procedures for categories 2 and 3 will be suspended from Tuesday, 2 February. Category 1 and urgent category 2 surgery will continue. For a majority of schools in these regions, school was due to start tomorrow. That has now been put on hold and schools will be closed until next week – following the lockdown measures. It is, in effect, an extension of the school holidays. I have been in contact with the Prime Minister and my fellow State and Territory colleagues to advise them of this situation. I have recommended that they put a stop to any travel into WA – as an extra precautionary measure. Border controls are important here – and I 100% support them to ensure we can get through this. All these measures will be reviewed regularly and the Chief Health Officer will continue to monitor the serious situation and provide more ongoing advice. This is an extremely fast-moving situation. I know for many Western Australians this is going to come as a shock. Western Australians have done so well for so long but this week it is absolutely crucial that we stay home, maintain physical distancing and personal hygiene and get tested if you have symptoms. This is a very serious situation and each and every one of us has to do everything we personally can to help stop the spread in the community. We have acted decisively and swiftly given these circumstances. I want to thank everyone in advance for their patience. In effect, for a short period of time, we are going back to what we experienced in March and April. This is a highly unpredictable virus. But it is important to act calmly and take sensible precautions. Leaving your home to purchase food and essentials will be permitted during the lockdown. I say this, so people understand that you do not need to rush to the supermarket today. Take care of your loved ones and be respectful of others including those who are working, to keep essential services and supplies ticking over. Our State is well equipped to handle this situation. We have systems in place throughout the health system that are swinging into action as we speak. We have the capacity to manage this situation. Throughout the pandemic, the response of Western Australians has been second-to-none. The community has done everything we have asked of them. They have made great sacrifices, and it has kept our State safe. I could not be more proud and thankful of the way Western Australians have carried themselves. Now we’re asking for your help once again. We will provide further updates as they come to hand. All relevant information will be posted on websites as it comes to hand. Thank you WA.
Why I'll never stop buying GME, and why you probably should
When I turned 18, there was a casino about 2 hours away on a reservation that I could get into. We'd get paid on Friday night, head to the gas station near us that would cash a paycheck, pile into my crappy little Ford, then make the drive. We'd get there a little before midnight and everyone had their own game. The second time we went, one of my friends was hypnotized by the craps table. There were 16 players standing around this sea of green, and every minute or so, you could hear them screaming at the top of their lungs like they just won a million dollars. On the way home that night, I taught him everything I learned from books I'd read about the different bets. "Smart" bets where the house edge was only 1.4%, all the way down to the risky ones where the house edge was over 10% (meaning that for every $100 wagered, you should expect to lose $10). The next time we went, we hung around the table, trying to figure out the right way to bet. It seemed a little complicated, so we tried other games. At the end of the night, I had the last $10 and he asked if he could borrow it to go place a bet. I handed it over, then went to the bathroom in preparation for the ride home. When I finally found him again, he had a stack of chips in front of him. He had been gone for about 5 minutes and already turned $10 into a few hundred. Well, if you can turn 10 into 100, you can turn 100 into 1,000 just as easily. We left empty handed that night, but I'll never forget the rush. I loved blackjack. I learned how to play at an early age from my uncle, who would always cheat and take my money. He'd say "I just taught you a very valuable lesson." He actually taught me two: 1) if you play against a casino, you may have a good night and win thousands of dollars, but if you keep going back, you'll eventually have nothing left. 2) My uncle was a scumbag who continually cheated and took my money, then told the family I was a poor sport and they couldn't understand why I hated doing anything with him. One of my earliest memories at the casino was running $100 at the blackjack table into $3000, which is more than I made in a month of bussing tables. I went home, paid my rent and blew the rest on useless things I can't even remember. What does any of this have to do with $GME? Well I'm still chasing the same high as I was when I was 18. I don't go to the casino anymore, but I've got something even better on my computer. I bought $2k worth of weeklies on Jan 25. Before everything crashed, they were worth over $100k, more than enough to fix most of the problems I've caused in my life. BUT, I was still standing around that craps table. The roller had just made his 30th point in a row, $GME was on fire and couldn't possibly roll a 7! I put my 2k back in my pocket and shoved the rest on the pass line. A few minutes later, the croupier inevitably yells "7 out!" and just like that, I'm back to nothing. Now I do what every moron around the table does. You reach back into your pocket, pull out the 2k and make a deal with your maker. "Just let it happen one more time. I won't be greedy THIS time and I'll stop when I hit 50k." I stop looking at the smart bets and start eyeing the center of the table, where hard ways are paying 10:1. Yeah, that'll be how I get back to 50k. A couple of those in a row and I can put a down payment on a house. 5 minutes later, I'm on my way out to the car and I feel like I've been punched in the gut. Again. Every one of you in this subreddit is another person sitting at the casino. Everyone has their game. The people holding $GME stonks right now? You're playing baccarat. If you've never heard of it, it's what James Bond plays in the old movies. It's about the most boring thing you can do. Two hands are dealt and you're betting on which one wins before anything happens. There's no actual skill and it's the same thing as betting heads or tails, while losing 1% of your bet every time. The people who cashed out and picked something else like $AMC or $BB? Those are the slot players. You had a big hit and now you're going to switch machines because the other ones are "due". You're looking for the exact same magic, thinking there was something smart in your play, when it was really just dumb luck in timing. The people saying "If Daddy Elon or Cowboy Cuban gets in, we can trigger a squeeze!" You're the guy who spent too much money in the first 20 minutes of the trip and now you're begging everyone else for a loan. Tldr: Nothing is happening with $GME. Stop saying "tomorrow is the day." Billionaires are not coming to bail you out. If institutional investors come in, they're waiting for this constant downhill slide to end at where the stock belongs, probably around $20. You can't trigger shit by holding. The HFs will outlast you. Edit: Screenshots from the worst 40 minutes of my financial life https://imgur.com/a/MlTRJmx Edit 2: JFC, some of you are takin WSB way too seriously. You should not be using reddit for DD. Also, this is not financial advice. Don't take financial advice from someone who tells you stories about chasing highs at casinos. Edit 3: This is WSB, my dudes. I'm glad most of you were entertained by my story. For the few of you who got that worked up by a random stranger on the internet telling you that he's a degenerate, you may actually have a problem. https://www.ncpgambling.org/help-treatment/
[WA] A hotel security worker has contracted the virus, Premier Mark McGowan has announced
New cases reported in the last 24 hours
Local cases:
+0 new local cases.
As per the media release, the case announced today will be reported in tomorrow’s case numbers, as the result came through following the end of the 24-hour reporting period.
WA Health today confirmed that a security guard who works at a State Supervised Quarantine Facility (hotel) has been diagnosed with COVID-19.
The guard, a man in his 20’s, worked at the Four Points Sheraton Hotel on Tuesday 26 January, Wednesday 27 January, when he could have acquired the infection, and was diagnosed with COVID-19 overnight.
This indicates that the guard likely acquired the infection while at the hotel. Exactly how the infection was acquired remains under investigation.
He developed symptoms on Thursday 28 January and phoned in sick and did not go to work at the quarantine facility.
COVID-19 was detected following the man’s mandatory day seven swab.
He had tested negative for COVID-19 on January Friday 15, January Sunday 17 and Saturday January 23.
There is a known case of UK B.1.1.7 variant strain in quarantine at the hotel.
The man’s immediate household contacts have been contacted, tested and placed in isolation at State managed quarantine facilities to complete a 14-day quarantine period in a quarantine facility. All three have tested negative this morning.
🧬 Gene sequencing is under way and results will be known by Tuesday morning. However, based on the information WA Health have, it appears possible that this new positive case has the highly transmissible new UK variant.
McGowan: "I have been in contact with the Prime Minister and my fellow state and territory colleagues to advise them of the situation. I have recommended that they put a stop to any travel into Western Australia as an extra precautionary measure."
Effective from 6pm tonight until 6pm Friday, 5 February 2021, the Perth metropolitan area, Peel and South West regions will enter a lockdown. The following restrictions apply for the lockdown period:
People should not leave Perth, Peel or the South West during this period
People can enter Perth, Peel or the South West only to access or deliver essential health and emergency services and other essential requirements
Non-residents currently in Perth, Peel and the South West are required to remain until the end of the restriction period however if you must leave for serious reasons you are to then return home immediately, stay home and get tested if symptoms develop
Restaurants and cafes to provide takeaway service only
Elective surgery and procedures for categories 2 and 3 will be suspended from Tuesday, 2 February. Category 1 and urgent category 2 surgery will continue
No visitors will be allowed in homes unless caring for a vulnerable person or in an emergency
No visitors to hospitals or residential aged care and/or disability facilities
No weddings permitted
Funerals are limited to 10 people
Travel remains prohibited within remote Aboriginal communities.
The following facilities in the Perth, Peel and South West regions will need to close:
Schools, universities, TAFES and education facilities
Pubs, bars and clubs
Gyms and indoor sporting venues
Playgrounds, skate parks and outdoor recreational facilities
Cinemas, entertainment venues, and casinos
Large religious gatherings and places of worship
Libraries and cultural institutions
People will be required to stay at home unless they need to:
work because they can’t work from home or remotely;
shop for essentials like groceries, medicine and necessary supplies;
medical or health care needs including compassionate requirements and looking after the vulnerable; and
exercise within their neighbourhood, but only with one other person and only for one hour per day.
The lockdown has been introduced due to the detection of a positive COVID-19 case in a hotel quarantine worker. The case has been to the following locations and people who were at these venues on these dates must go get tested. In addition to the below sites, people who live or work in the Falkirk Avenue Maylands shopping centre precinct should present for a test. https://preview.redd.it/x0wko3jtdqe61.jpg?width=892&format=pjpg&auto=webp&s=3100eac9e3272f2cb42dd37bff9951ed4d36fc26
"I think I've lived long enough to see competitive Counter-Strike as we know it, kill itself." Summary of Richard Lewis' stream (Long)
I want to preface that the contents of this post is for informational purposes. I do not condone or approve of any harassments or witch-hunting or the attacking of anybody.
Richard Lewis recently did a stream talking about the terrible state of CS esports and I thought it was an important stream anyone who cares about the CS community should listen to. Vod Link here: https://www.twitch.tv/videos/830415547 I realize it is 3 hours long so I took it upon myself to create a list of interesting points from the stream so you don't have to listen to the whole thing, although I still encourage you to do so if you can. I know this post is still long but probably easier to digest, especially in parts. Here is a link to my raw notes if you for some reason want to read through this which includes some omitted stuff. It's in chronological order of things said in the stream and has some time stamps. https://pastebin.com/6QWTLr8T
Intro
"The last month has convinced me, that we are going to be heading into a dark place for Counter-Strike esports in 2021."
"I think I've seen the scene essentially kill itself."
"For the past 5 to 6 years, we've basically been in a holding pattern of people coming into our game wanting to run it, wanting to run all of the esports and wanting to profiteer and its been sort of a concerted effort to drive them off and push them away."
"We're spread way too thin."
"If Riot don't get involved and stop the scumbags that have moved over to Valorant from getting their feet under the table, Valorant is going to have real problems."
RL thinks too much has happened all at once for us to do anything except watch it play out, like:
Recent CSPPA strike against BLAST
ESIC failures and them not being supported enough
Teams cheating i.e. coaches/bugs
Widespread match fixing
The Pandemic
"People who try to hold bubble events are so incompetent and fuck up and people get the 'rona and its their fault."
"People who say Flashpoint is a bubble is full of shit and is a lie and people are now suffering for that lie."
"To save money they let people go home and break the bubble for a week."
"Not just Flashpoint peoples decision, they have a partner that handles the production." (hinting FACEIT)
"People are trapped in hotels essentially under house arrest because of COVID restrictions and has fucked peoples lives up."
"It's all too much, all of this incompetence, all of this greed, maybe we ride it out."
RL says he has talked to the Riot devs (the ones working on Valorant) and says, "They are so cognizant of all the fuck ups and all the problems we have in Counter-Strike."
He continues to say that this is factored into their business plan and that we never had a competitor, but just so happens to have one coincide, when we are at our worst.
CSPPA - Counter-Strike Professional Players' Association
"Who does this union really fucking serve?"
RL believes that the CSPPA is a mockery.
He points out the hypocrisy that they wouldn't strike for the pros who were kicked out of ESL Pro League, or for Jamppi or dream3r.
He also says ESL paid CSPPA and are racketeering and many other TOs have to pay them to get their "seal of approval"
He says they would strong-arm TOs saying "well if you don't give us the money, these guys are so we'll just have to commit to playing their event."
Also points out that they will strike against a competitor they are not in agreement with (Flashpoint)
RL: "It's what it says about every other time you haven't done it and it's about every time you don't do it now moving forward." "The issues they've chosen to ignore this year alone are embarrassing."
Then he points out that there was no strike for Valve qualifiers even if we have no major but Jamppi and dream3r can't play in them.
"and Valve have said 'Oh yeah we know actually their stories are accurate, Jamppi didn't cheat, now in a legally binding document. Yep dream3r did have his account hacked in a LAN café', but they still can't play. Where is the fucking solidarity? Gone. Doesn't exist. It's not important [because] it doesn't affect you." "That's what the union does right now, it looks after all the tier 1 people."
He says the CSPPA doesn't represent all players all the time and has driven a divide where you have the haves and have-nots
"We have a tier of players that operate with impunity and do not help their tier 2 or tier 3 players out at all." "If you are not a tier 1 player you do not matter, they don't event ask your opinion."
He tells chrisJ to admit and own the fact that the reason he didn't speak up during the ESL Pro League debacle is because it didn't affect him
"They are looking after some players at the expense of other players. How the fuck is that a union?"
He says the BLAST situation is a reasonable dispute and supports the players but is not the right time for a strike and have not even identified the correct enemy
He thinks players are lashing out now due to previous incidents and are upset that BLAST are working with ESIC
He stated that CSPPA shouldn't beefing with ESIC and they should be working in harmony
He says what they need to do is talk with the teams/organizations that have sold that right to BLAST
RL: "Your employers, the people who pay you that massive exorbitant salaries, when you don't stream and you don't do interviews and you offer no value beyond your ability to click heads and you get 25k dollars a month." "Why don't you talk to them about it? Oh right. You're happy to take away BLAST's paper, but you don't want to risk your own."
"I am seeing such unbelievable cowardice from the players here with the battles you choose."
"Where was the strike action when in the qualifiers for the world championship, there were teams and players engaged in huge conflicts of interest?" "Where was the strike action when your image rights were taken and sold to every league you've ever been in every union type organization you've ever been associated with like, WESA, to your org every time you sign a contract, to the leagues you play in."
"Your image rights are essentially worthless now, there's about 10 fucking separate parties that have them, and how many of them are giving you anything for it? Not much pretty much your org by the way."
"That's a big issue. Your image is you, your image is your brand. What are you doing about that? Nothing."
He is also angry at SirScoots who is "popping off" at people on Twitter who all want the same thing, which is 'A unified Counter-Strike scene for everybody, that works for everybody, that has a sustained ecosystem that nourishes everybody.' "We don't have that now."
He also says their rankings are a joke
"Just so happened, oh look TACO, that very important prominent member of the board, we pushed his team artificially up when they weren't even in the fucking top 20, not by a long shot."
He also says the ineptitude of the CSPPA cost Flashpoint a monitor sponsor
"Is it really a player association or is it like a fucking agency at this point"
ESIC - Esports Integrity Commission
"They have been put in an impossible position."
RL says that Ian Smith, the founder of ESIC and who was done work in mainstream sports, is a good and honorable man who has dedicated his life to integrity and sports. He takes on both sides, ensuring match fixers are punished, but also doing appeals and ensuring those punishments were fair.
"ESIC is a tiny organization" and are in need of money, "They didn't run a grift like the CSPPA did."
"Saying 'you want our support and you want the players to turn up you better pay us.' They don't do that."
"Had startup seed money from MTG and since then they've been pecking shit with the hens."
Ian Smith made sure that the money given by MTG (Modern Times Group, parent company of ESL, ESEA, DreamHack) was nothing more than startup money and wouldn't be in debt to them
Ian Smith sat down with other TO's not part of MTG and wanted to partner with them. They declined and called ESIC "ESL spies and we will never align ourselves with you"
"They only were just able to afford, hiring a PR guy on a full time salary to deal with the press and send out those releases you've seen, this year."
"They have a tiny group of staff investigating these things and they have taken on the biggest problems in our scene: the cheating, the match fixing."
ESIC have had "unprecedented levels of cheating to deal with, because there's something wrong with our scene ever since we went online. There's something wrong with it, everyone's lost their fucking pride and self-respect and they got no passion for it anymore, so they think fuck it, what's in it for me?"
He calls out coaches who are talking about players rights when they would rob and steal from them.
Also says more coaches being banned are coming
He also points out flaws in community's reaction to the punishments to coaches bans: "Half of the cunts still have jobs and some of the cunts got new jobs. We didn't even shun the cheating coaches."
ESIC have "found I think another 2 or 3 exploits like that one and they are investigating them all right now, it's going on right now."
"I know that there are going to be more names getting banned, again."
"So they're doing that on a skeleton crew while, investigating 3 continents worth of match fixing in MDL and semi-pro level CS." "They're doing this with half a dozen people." "They don't have any money or any help. People barely even fucking cooperate with them, they are treated like pariahs. It's ridiculous."
"Why are the CSPPA popping off at ESIC on my Twitter timeline, when you should be working together." "because its all about what's in it in for me." "2020, the online era of CS: 'What is in it for me?' How can I cheat, how can I get my paper, how can I bleed this scene one last time before I fuck off and play shooty shooty bang bang Riot Games babys first fps."
RL says that in the CIS region, teams have gone to tournaments and have been eliminated multiple times by the same team. We found out they were cheating and those players who lost, have been cut from their roster, careers ended because of cheaters.
Stream Sniping
"They're all at it in the online era, they're all at it, they're all cheating, they're all using exploits, probably that see through smoke bug got used a bunch of times"
RL talks about how there is no integrity from dead (the player), always denying when caught doing something
On the topic of 'BLAST never said we couldn't stream snipe': "Lies, BLAST never said you could do that, they had to sort of retcon it." "because what happened after that they fucking started snitching and squealing"
"Suddenly you had like, 10 of the top 15 teams in the world, staring into the abyss of being banned for 6-12 months in line with ESIC recommendations."
He says that ESIC was put in a tough situation and couldn't enforce the bans because it would have resulted in killing CS. What resulted was, BLAST, ESIC, and teams came together and gave them a warning and told them, in RL's words "don't do this again or you're gonna get got."
He then says the top teams brushed this off and didn't give a fuck
The new MiBR team playing Flashpoint, that wasn't involved in the previous incidents are doing it again (stream sniping). He gave credit to Flashpoint for the quick resolution and punishment and respect for cogu's response to the situation.
"ESIC came out and said, once more, 'Guys, zero tolerance from now on.'" RL then got upset at community's reaction calling ESIC "pussies" for their non enforcement and said if we want competitive CS we cant ban the top 10 teams.
He points out how players have no integrity and will do anything for an edge as long as they won't get detected or banned or it's within a grey area.
"All of this shit was mad avoidable, even in the pandemic era."
He talks about why aren't we filming them. Why aren't there representatives for leagues and tournaments making sure players aren't cheating?
Match Fixing
"How many years have we let our scene be fucking pillaged by these greedy cunts?" "We just let it happen."
RL says that gambling and skins betting which existed in moderation was "accelerated and blown up by the Call of Duty greedy fucks."
"Never forget TmarTn was on the board of EnVyUs." "His website, CSGOLotto, they had a bunch of off-the-books sponsorships." "NBK promoted them. People forget."
"Those people who had access to the skins, go to the players" "Even people like s1mple, best player in the world, even he scammed knives and skins off fucking fans."
Owners of skin casino sites would approach pros and lend them skins to use in tournaments and possibly keep them after reaching a deal
Players would tip off inside info about matches and teams in exchange for skins. Info such as: roster changes, how they played in scrims
They would use this info to bet and subvert the odds on their sites. "That happened religiously, I can't even tell you how many times it happened."
"I had access to the biggest database of information, from an inside betting circle in NA, and it would take information and screenshots from other pro players, who were feeding them info in exchange for money or skins."
"Some of these players are still playing." "Incredibly, there are players still in the CSPPA today, complaining about the BLAST recordings, that were embroiled in this murky shit back then."
RL also says that there were tournaments where teams contrived with each other, who should throw, who should win.
"There's a handful of people that are trying to fucking clean it up, and you think you get something over the line and you see something like the CSPPA and it's run by corrupt fucking chuckle heads, and now you've got another corrupt body you have to fight on a fucking daily basis, it's demoralizing."
"It's too far gone. Our entire semi-professional scene is compromised."
"It's rife guys, I'm not going to lie any more. It's not just China, it's not just Russia, it's here, it's NA, it's Europe, it's Australia, so much more than you think, so much more than we can prove."
"I get sent chat logs all the time […] and they're morons, these players, short-sighted, amateur, morons and they're doing it on WhatsApp." People would get cut from the bets because they want to make more money, then they leak the logs. He says, from the chat logs, they spread "little" bets across every site they can (400 to 1k dollars) to prevent shifting odds
He says the scumbags who've fucked off to Valorant will do the same there if Riot doesn't do something and says Valorant "is an esports scene heading for a very early fall based on the sheer volume of scumbags that are already there."
"That's tier 2 CS in a nutshell these days. They know they're never going to play in a major, so what's the punishment?"
"All of these tier 2 fucks that are fixing games now they are like the fucking mafia compared to iBuyPower" "These guys are working with organized criminals to fix entire seasons worth of games. That's what's going on in your tier 2 CS."
"I'm literally being told that there are players fixing games at all levels of Chinese esports and motherfuckers with guns are turning up to team houses and stuff."
North America
"Everyone in NA has left we've lost a continents worth of support during this pandemic and Valve haven't said a fucking word."
RL says the Call of Duty "goblins" that destroyed CS for years are the same people who are now trying to leave CS. "The nerve to treat a game where the fans, and the community, and the TO's were nothing but good to you." "To just kick the players out now and go and leave and say 'It just doesn't make financial sense.' Oh you'll slither back when we have a major though for them stickers won't you."
There's a cascading effect in NA where people don't bother with CS anymore and people like Chaos suffer.
He says NA team owners are incompetent for always wanting it easy and always wanting a guarantee on their investment without skill or nuance.
RL says he would be able to market a team correctly and would have a good ROI and also points out how TSM wouldn't even be bothered to tweet that their team, which was one of the best in the world, was playing at the Major.
He also says not all NA owners are like that, compliments and respects Jason Lake who nearly lost everything to keep Complexity going.
He then calls out the incompetence in Infinite Esports when they acquired OpTic Gaming and bought an Indian CS team.
He says HECZ is not to blame here and that they couldn't tell forsaken was cheating when it was so obvious.
They measured his reaction time to the likes of dev1ce and s1mple
When an enemy showed up on his screen he won that duel something like 44% of the time
"was like the number 1 player in the world statistically"
He brought a laptop to their bootcamp and refused to use the high end PCs that hey provided
He respects Andy Miller (NRG CEO) and HECZ but says that the attitude of not being able to easily monetize their teams is "piss weak" and there needs to be a risk.
He says Chaos EC shouldn't be cutting their roster and should be competent enough to be able to figure out how to make money off their team.
He says there are still opportunities in NA and people are panicking and pulling out, and says Valorant will be the same if not worse.
He also says "bums" who couldn't even get out of groups in NA competitions, are making crazy money in Valorant and says it will continue to inflate.
He also said that he heard rumors that EG (Evil Geniuses) are done.
He also thinks that the rumors of a Valve franchised league from before was sparked up from "these lazy fabled weak NA fucking team owners basically trying to see if Valve would bite at the hook if it was dangled and they didn't"
Slasher says NA team owners are really in favor of franchised leagues because they want to make more money. "Most of the powerful team owners right now are on board with ditching this third party organization structure, or they are trying to play this power politics with all the TOs, and that is contributing to a lot of the problems there"
RL says that Riot has proved they can run a franchised league (LCS) and will be profitable in 2021 which is what a lot of team owners care about and says the competition will only serve to snatch people away from CS.
RL continues to say, "I am so sick and tired of what we have done to this scene, I am just exhausted with it." "I think we have legitimately fucked it, I really think we have. I think we're staring into almost like a CGS (Championship Gaming Series) wasteland in NA." "Counter-Strike esports is a fucking joke."
Talent
"TO's have treated CS talent like absolute human garbage for years now."
RL says that people like Sean Gares and ddk switching over to Valorant isn't for financial reasons because they are making less over there.
He points out that TO's can't even give talent a 3 month in advance calendar.
Because of the pandemic TO's won't hire certain people and some people are working more hours for the same money.
He says we as a community don't respect journalists enough which is why we don't have good journalists.
He also says DeKay is leaving the scene soon and that Thorin is close to leaving also
He says he had to talk a caster down from quitting and was struggling to find reasons.
He says that DreamHack told Vince they would hire him but not if he wants to stick with dusT and says that this is the norm in esports. "Constant leveraging of people against each other." and says this is why we don't have a talent union.
New gen casters are getting put into shit situations and the community's reaction to them is adding fuel to the fire
He says the reason Moses left was because of the terrible conditions
He says that Anders had to constantly leave his family and kid because someone fucked up or broke promises and had to constantly tell his kid to their face that "daddy can't be home this weekend."
He says that esports has always been a lie to sell you this dream, "Meanwhile there's about 2% of the cunts getting all the checks."
Valve
"Anything that Riot does, is better than Valve's inaction"
Slasher says that the larger aspect of esports as a whole compared to other entertainment mediums and Valve's lack of inattention are the bigger problems. He continues saying that the fact that Valve let their game be ran as an esport, they need to take on the responsibilities of it.
Both Slasher and RL wants Valve to take control but not on the level of Riot Games, there needs to be a balance.
In case it was ever a question: Gabe Newell has been to 0 CSGO Majors.
RL calls Valve out saying they could have done something during the gambling era.
He says Valve used to come to the majors, but doesn't think they do anymore.
RL had met with Valve at the Cluj-Napoca Major and had tried to appeal iBP's indefinite punishment and had also gave Brax's life story:
A recent family member passed away, they had lost a lot of income, they had to live in trailer, iBuyPower did not pay any salaries, and was pressured by family to make money who didn't support his career.
RL said that Valve told him, "How dare you try and make us feel guilty." "We shouldn't feel bad about enforcing the only thing that matters that we need to make players afraid of: cheating and match fixing"
RL also tried to share other info about match fixing and nothing came of it
RL points out that Source 2 or a new engine is not something you will want based on the experience of transitioning from CS 1.6 to CS:S. "Valve's track record with brand new engines being launched, not fucking great from what I remember."
Slasher says "If there is anything the community should do, is pressure Valve to hire a community manager."
They say that we need a commissioner, a community manager (not the person who runs the Twitter who posts memes all day), then we need to have a circuit
RL reiterates that Valve doesn't care about CS esports and says they need to change the culture at Valve to make them care about CS esports
Slasher says a systemic problem is making it so working on CSGO would be a bad decision for you as an employee for Valve
He also hasn't talked to Valve in ages and have sent over bugs and cheats and doesn't get emails back anymore
Slasher says we should be directing attention at the developer leads, pointing out Ido Magal, if he even is still the project lead
RL thinks that Ido and Brian are the only people that "vaguely even give a fuck about CS" and were the only people that RL recalled that actually read Reddit and paid attention from time to time
"It is really fucking precarious. Somebody has got to step the fuck up and start giving a shit"
Slasher suggests org owners, with CSPPA, with ESIC, with TOs have a concerted effort against Valve
"Riot Games are doing better things than Valve in the esports space" which is something RL didn't think he'd say.
"People who used to be talent, working with unions, arguing with other talent, when the unions fucked them over, can't understand their perspective, TOs fucking over broadcast talent, broadcast talent wanting to leave and go and work for orgs, orgs having no money, Valve might take coaches away because all the coaches are cheating, ESIC has about 4 people in a fucking call doing the investigations, everyone thinks they're spies for ESL, ESL are just the evil fucking overlords wanting to rule the scene and will just somehow, like cockroaches outliving a nuclear bomb, and Valve are in a fucking holiday in Hawaii thinking about the next Dota character because they don't give a fuck about us."
Closing Statements
"We've peaked. If we want to sustain and exist, now is the time to figure it out. No esports lasts as long as this, we've already done 8 years. We've already broke the records. We have got to figure out a way to coexist and drive the negative forces out and we need to do it as a collective and we're not doing that."
RL compared the Counter-Strike scene to the people on the Titanic who ran around with guns robbing people while the boat was sinking.
"We have given up on being a respectable esports scene." "We are now a conduit to make money for those who want to just milk it, just have one last ride, one last roll of the dice. It's done." "What a fucking mess. What have we done to our fucking scene?"
"There's just too much self-interest driving all of this." "I don't see a way we stop the dominoes." "When it's that bad, when there's that many dishonest people that ESIC have to come out and say that if we punish them all there's no one left. What does that tell you?"
"How many opportunities have we had to clean house? How many times have we said, 'this must never happen again', and another scandal." "The entire skins betting operations was the biggest criminal conspiracy in esports ever executed and no one has been punished for it." "The people who could be driving that don't want to."
"Right now people are fans of those organizations because the scene has value. It is worth being a fan of Astralis because they are excellent at Counter-Strike. It is worth being a fan of s1mple because he is the best player in Counter-Strike, maybe the exception of ZywOo. If the scene is devalued, if the scene loses its meaning, those things lose its meaning too, and people will leave, people will stop tuning into the games. I have seen it happen in multiple esports, this is not my first time at the rodeo. I am getting big Brood War vibes right now and I don't like it."
"The role you play in all of this as fans, as viewers, as listeners, as consumers of esports content, it's absolutely imperative that you know who the good guys are. It's absolutely imperative that you use your voice. It's absolutely imperative that when things are bad, you know who, at least, is trying to make them good, and you have to apply your criticism to the right targets."
He continues saying it's no good in continuing to attack ESIC and saying how they are bad, ESIC have it hard
He says CSPPA are on the right side of the argument on BLAST but have been on the wrong side of many arguments many times.
"If you are not willing to stand along side the weakest member of the union, with the least amount of influence, and the least amount of power, then it is not a union at all and you shouldn't pose as one." "You wanna serve a bunch of special interest do it, everyone else in esports fucking does, but do not pose as something you are not." "We love the players. I've been fighting for players rights for as long as I've been able to, but the CSPPA is not what we needed."
"They are not applying the pressure to the right people, they are not fighting the right battles, they are not helping their weaker members."
He says what orgs have done by keeping or hiring coaches is bad. "When you give up on holding an appreciable standard, you've lost the scene" "Competition matters, rules matter, punishments matter, achievements matter, excellence matters" "If you start stripping that away, you have nothing" "You guys need to take that knowledge and apply it sensibly."
"Valve has sold you all down the river, they sold everyone in the esports scene down the river, tournament organizers are selling their talent down the river. Don't hate on them for sounding tired after a 16 hour day. Don't hate on them because the hype for a matchup they've seen for the 20th time in the past 3 months, they can't be as excited or it sounds contrived. Support your guys, they're there for you, these are your people."
"This community has got to start acting like one for the first fucking time. Just put the petty shit away, let's try and fix this fucking scene while we still have one to save."
"You can't rely on Valve, you can't rely on ESL, you can't rely on the CSPPA, you can't rely on anyone." "Once again, it's gonna be the likes of us, the amateurs, the people who give a fuck, rolling up our sleeves and grafting." "I'm old and tired and I don't want to have to do it again. People need to pick up the torch and do it."
"Like Michal did, like Dudenhoeffer did. You see something wrong, fix it. You see somebody doing something wrong, call it out. If you think something could be better, let people know."
"Vote with your wallets if you're not happy with the direction Valve goes in. If when we do get to the Major, they serve up another subpar, same old bullshit stickers and signatures package again, do not buy it."
"You're a powerful block and if you use it correctly we can fucking avert this disaster."
"I'm not doing another year in this broken, bust-up fucking scene, where everyone is miserable, everyone is broke, everyone is tired, and everyone is trying to fucking rob everyone else, blind, while the fucking people who are meant to be protecting you, are just fucking enhancing it and lining their own pockets."
"I'm not doing it anymore and you shouldn't want to do it either."
"I stand by every fucking thing I said. I mean it, because this game fucking matters to me, this scene fucking matters to me. I put my life into this, my adult life, and to see it in this state is fucking sad."
I recently caught up to Gintama, and I think you should make it your 2021 goal to at least start it. Here's why I think that.
I know we've all seen Gintama floating around on the internet so often. People saying "watch Gintama!" and posting funny clips of the show all over reddit. I want to take a slightly different approach as to why I loved the show so much. Most of the time you hear, "it's really funny! best comedy!" with the additional "the serious moments are so good!" but I want to share my thoughts on why both aspects of it are so good, and why they work so well together. This post will not contain any major or specific spoilers. So to start things off, how is the comedy in Gintama? I will warn you ahead of time, Gintama is not afraid to be vulgar. If you're turned off by jokes about private parts and poop, it's not the central focus of the humor but there is a lot of inappropriate humor. There is also a ton of pop culture references, by which I mean one episode may reference about 20 different things. Sometimes there will be entire mini-arcs (3 episodes) dedicated to one parody, something like JoJo's Bizarre Adventure or Dragon Quest. There is also a ton of meta humor. They are not afraid to break the fourth wall, talk about the production of the show, voice actors, filler episodes, etc. Do you need to understand all the references to enjoy it? I would say it certainly helps if you have a somewhat strong grasp on Japanese culture, popular game and anime franchises, etc, but it's not mandatory. I've seen people go back and forth on this point, and while having a comprehensive knowledge of everything in Japanese media and growing up in Japan will definitely help the enjoyment, I found that with my limited knowledge it was still very fun. Even if I didn't get a reference it was still a silly moment for me, regardless if I knew who they were talking about or not. Plus, if you really want to, you can look up the references later to have an "a ha!" moment and learn more about the pop culture scene. All of the characters are unique and enjoyable! Everyone has their own personality and their own dynamic with each other. You have the lazy yet (usually) dependable Gintoki, the straight man Shinpachi who's the butt of a lot of jokes, the vulgar overconfident Kagura, the leader of the rebels who is serious to a fault even in ridiculous situations Katsura, I could go on and on. Every character has their own vibe, their own appeal, their own dynamic with other characters, and their own running gags. Every time you see one of them on screen you know what to expect and it always delivers in a satisfying way, to the point where sometimes you'll see two characters interact and you're like, "oh man how will they interact?" It's really fun! So, comedy aside, what is the plot of the show? The show takes place in Edo, specifically Kabukichō which is an entertainment and red-light district of Shinjuku in real Japan. There are host and hostess clubs, shops, nightclubs, restaurants, casinos, you name it. Aliens known as Amanto attacked Japan and took over, starting the sword ban. Samurai are far and few between and those who remain get by however they can. Enter the main character, Gintoki. A samurai who fought in the war against the invading Amanto, he still carries a wooden sword around and runs a business called Odd Jobs where he'll take on any task, from finding a kitten to stopping an invasion. It's a very simple premise but it builds up and pays off in great ways. The more serious aspects of the plot come from leftovers of the war, rebels that defy the current government, the police force (Shinsengumi) trying to keep order, and some darker shadows behind the scenes, the truth of the Amanto, and the teacher that raised Gintoki and a few other of the main characters. It leads to some really serious and oftentimes depressing moments in the series. So, how good are the serious portions? The action portions of the show are a little scarce early on. There's definitely a heavier focus on the comedy. At episode 58 you get your first taste of the true action and plot of the series (yes, I know, that's quite a ways in). From there, there are more mini arcs of about 3-6 episodes each that cover some much more serious topics and push the main plot along and introduce new characters and concepts. There's some really hard hitting backstories for some of the characters as well, often in ways you wouldn't expect. It makes each character feel a bit more real. The choreography, music, and voice acting are all top notch. How do the comedy and more serious topics blend? This is the main point of my post that I want to make, and I thank you for reading this far. The serious moments really let you see the characters in a more serious light (duh), while the comedy segments let you see them in moments of peace. They're allowed to laugh, have fun, do stupid shit, but when shit hits the fan it often feels like they need to power through it to see those peaceful moments again. The show doesn't make a big point of this, but it's definitely the factor that pulled me in. You wanna see our goofy main trio get past this terrifying moment and be able to joke around again. You want to see the side characters persevere and overcome the odds so they can see tomorrow and laugh along with the rest of the cast. You get invested in the characters during the funny moments, so the serious moments have a stronger impact. The action and serious scenes are also littered with silly moments or one-liners that make the fights or moments feel more natural. Like Gintoki will drop a one-liner or do something dumb during a serious moment and it's like "yeah that seems about right." He'll make fun of an opponent's name, complain about getting hurt, yelling at the bad guy for overreacting, make dirty distractions to get away, etc. But it always comes back to a satisfying conclusion. The comedy and the action flow seamlessly. A perfect example would be this moment where he fails to make a serious entrance. There's also this story about a dog who was abandoned by his owner. I feel those are my two favorite examples of blending serious with comedy. Later in the series, especially the last few arcs, the comedy takes a backseat for a much more serious plot. It really makes the stakes feel high and every character feels like a part of this world. It's super well done and I won't say more than that. Have you been convinced to check out Gintama? It's definitely a long series to get into, but it's absolutely worth it. Try sticking to one episode a day or every few days and you'll always have something to look forward to. Just make sure to skip the first two episodes because they were made as a celebration of the manga getting an anime adaptation, and it expects you to know all the characters (and also just isn't that great). Episode 3 is the proper "episode 1" of the series and begins with the characters meeting for the first time. Don't think of it as some colossal hurdle to complete, focus on the journey not the destination. Enjoy your ride through the crazy, hilarious, fun, and heartbreaking world of Gintama and I hope you all end up enjoying it! There's definitely a reason that everyone who's seen it regards it so well and now I can confidently say I do too. I'm really excited for the final movie! Edit: I also want to add that all of Gintama (aside from specials and OVAs) is on Crunchyroll!
What's up dingleberry danglers! It's ya boy, Agent00Funk, here to welcome you back to another edition of the TendieDome! That's right, its time for another wall of text for your literary entertainment, definitely not for your financial advice. By popular request, I even figured out how to add pictures. Keanu help us. If you're as illiterate as a Mississippi high school drop-out, go ahead and skip to the bottom for the TL;DR and my positions. I don't wanna hear no bitching about your lack of attention span, alright, because I will call you a slack-jawed cousin-fucker. Bet. So staple your eye shades open, Clockwork Orange style, and get ready to be blown away by how one of America's worst companies is gonna make you tendies. Those of you that have been following my DDs know that I'm not about rocket ships, I'm not gonna send you to the moon or Mars (but Uranus is in the cards). No, no, no, my sweet little summer autists, my plays are are all about steady accumulation of tendies. The goal? Acquire enough tendies so you can buy a first class ticket on whatever rocket a superior autist says is launching. Most of my plays are LONG term HOLDs, today's is a slight exception as we're looking for a Q3 or Q4 pay out. Maybe one day I'll grace you with my casino plays, but before I do that, we gotta make sure you're bringing enough dough to the paste-eating competition. And I sure as shit don't want y'all dick whistlers to blame me when the casino play doesn't pan out, so we're sticking with safe territory for now. Alright, now that I've masturbated enough and have that post-nut clarity to tell you why you should be putting money in CMCSA. That's right you little chode yodlers, muthafucking Comcast. Lots of you are probably already their customer, and have evolved to instantly wanna shit on Comcast. I don't blame you, they seriously suck, bunch of fucking assholes. But you know what sucky fucky assholes do? Make stacks on stacks on stacks. They're fucking you, AND taking your money. These guys have prostitution really figured out....you don't even know that you their ho. So, let's channel our inner Charlie, and do some Pepe Silivia deep dive due diligence. That's right, it's not just a DD like your wife's bra, we're going for the DDDD! This is us rn. Would you take financial advice from this guy? So, CMCSA....where do even start? The highway-robbery pricing (tendies)? The understaffed and overworked employees (tendies)? The geographical monopolies they hold? (tendies). The reliance on dumbfuck Boomers as a customer base (I wanna hear the choir sing it with me now:...tendies)? No, no, no....you may be retarded, but you know when you're getting fucked, and you know you pay for getting fucked anyway, just like everyone else (tendies). fr fr CMCSA basically makes money in two ways: 1.) fucking you. 2.) fucking others. But wait! There's more! They have even more ways of taking money from you and everybody else, and if your goldfish attention span can handle it, you'll see what I'm talking about. Oh and charts. I do have charts. Fuck, me and Billie Eyelash have been spending so much time in the Crayon Room together, those charts have so many colors, most of them green. Before I bust out these fucking rainbow crayons, let's cover some ground facts. For the Europoors among us, you may be shocked to find out that most Americans have NO CHOICE in who their ISP is. I know, cue the Sarah McLachlan and charity pitch, it's fucking pathetic. Free markets, my ass. But you know what that means? Tendies. That's right, Comcast has the most little fiefdoms of all the ISPs in the land. Only $T can compete, but here's the kicker: people have been ditching $T for CMCSA. Why? Because $T offers DSL in a gigabit world, that's locked inside because of a pandemic, re-discovering what made cyber sex so awkward over AIM, but now with cameras! (All the real Gs were around for that A/S/L/ convo, shit was Catfish City). So, while all you fuckwads are going to work in your Superman pajamas on Zoom, more people signed up for that sweet, sweet broadband., so they too could go to work in their Cookie Monster pajamas. (Mine are camouflaged, my co-workers don't even know I'm there, they just see square burger patties getting flipped on the griddle and are like "woooooooooooooaaah") I know you bell-end ringers don't read, but you can read a little more about subscriber increases here: (https://www.cnbc.com/2021/01/28/comcast-cmcsa-q4-2020-earnings.html) Did you notice that link? CNBC? Reputable shit, right? I know some of you motherfuckers pay CMCSA like $200/month just to watch that shit, along with 400 other channels of garbage. That's right Europoors, CMCSA isn't just an ISP with a monopoly, it's a cable TV provider with a monopoly (tendies). And you know what else? They own CNBC. Fuck, they own ALL of NBC. Now, I know, some of you more erudite ballsack gargglers already know this, but let's let the retards catch up. Because, guess what you molasses racers, CMCSA also owns Universal Studios. For the nerds in the front row, shut the fuck up, we already know you're smart. Are you seeing this shit? Like, seriously, are you piecing this shit together? CMCSA owns the pipes, CMCSA owns the shit in them, large swatches of America have no choice except CMCSA, and more people need those shitty ass pipes, because it's way fucking better than the old ass copper $T is selling. "Alright," you say, "CMCSA would've been a good pandemic play, what's the bull case looking forward?" Well tug my dick and call me Rick, that's why we're here. I can already tell this is going become a damn book of retardation, so I'm going to add some chapters. TV Subscriptions. We've got the finest stock art, just for you This is the weakest part of CMCSA, everyone is cutting the cord, they're sticking to streaming, but if you check that link above, you'll see that they actually managed to add over 400k new subscribers. Sure, some of that can be attributed to people being bored as fuck at home during the pandemic and figuring they'll get 400 channels of dog vomit to help ease their soul-crushing ennui. There aren't a lot of reasons to expect these growth figures to continue, except one, which I will get to in a bit, but I do think they'll be a bit sticky. Why? Fucking Boomers man. Boomers have this very strange addiction to channel surfing. I don't get it. They just sit there and flip through 400 channels at 10 channels/second for hours on hours on hours. They aren't even watching anything, just surfing. Don't believe me? Go ask a Boomer near you how much time they spend channel surfing and why they won't give it up. They love complaining about it too: "all these fucking channels, and nothing to watch." If you point out that they could just STREAM something they want to watch, they just go right back to surfing, because they don't actually know what they want to watch. TV may be going the way of the dinosaur, but there are still lots of dinosaurs surfing channels for now, hell, they even picked up more. How? Is it all just bored people signing up for TV during the pandemic? Maybe, but I've got another theory about geography! Internet Subscriptions Yup. So, even though people may be cutting the cord, they can't do that without internet, and...well....yeah, CMCSA may see declines from TV subscriptions, but definitely not internet subscriptions, not this year anyway. Again, I refer to the earnings report to show you jello heads the subscription numbers. I'm not going to belabor this point much, surely you know people need broadband, and CMCSA is the only game in town in many places. Geographic Monopolies in Growth Markets Awwww yiiissss gimme Park Place If you've been reading along thus far, congratulations, you'll remember that we talked about the little fiefdom monopolies these guys have across the country. So, where are those fiefdoms located? Right here: https://en.wikipedia.org/wiki/List_of_communities_served_by_Comcast Now, I won't bust out the charts for population growth in all of these, because there is a fuck ton, but even just looking at Alabama (Roll Tide), you see that 80% of their markets in that state are growth markets, and only 1 is showing population decline.... and they're only in 6 markets there! Now, they don't hold 80% of growth markets in every state, but they hold a lot. This means that as these cities attract more people and grow, those poor saps will have no choice but to sign up for CMCSA if they want TV and/or internet. Yes, goons and goblins, CMCSA doesn't just have a captive audience, it has a captive audience in places where the audience is growing. Do I really need to spell out how these equates to tendies? Want to know something even better? Biden's infrastructure plan includes heaps of money for increasing broadband access to underserved and rural communities, communities that will then become part of CMCSA's growing fiefdoms. Streaming Trying to catch my shows fresh from the stream with my bare hands CMCSA has also launched its own streaming service, Peacock, and if you look at the CNBC link, you can see subscriber numbers for that as well. Seeing the writing on the wall, CMCSA has gotten in on making money from cord-cutters. Again, CMCSA owns the entire NBC and Universal Studios catalog, but it really doesn't matter because just like a bunch of people signed up for Disney+ just to watch The Mandalorian, a bunch of people have and will sign up for Peacock just to watch The Office. And yeah, it fucking sucks that before you could have Hulu and Netflix and not need any more streaming services, that they are Balkanizing the streaming space just like they did with cable, and now you need like 20 different apps, but go look at the Universal/NBC catalog and tell me that you wouldn't pay $5/month for access to it if you couldn't get it anywhere else. I mean shit. WWE is exclusive to Peacock...do I need to say more? Do you smell-l-l-l-l-l what The Funk is cooking? Theme Parks and the Recovery Who else re-installing RCT2? Here's a kick in the pants that you didn't expect. Universal studios. That's right, these motherfuckers got their own janky-ass wannabe Disney World. Hell, if anyone ever does open a Jurassic Park, it'll be CMCSA because they've got the rights to it and know how to run a theme park. How much do they add? About $6 billion/year (pre 2020). How much did they make in 2020? $1.8 billion. There's $4 billion set to come back into the pot. But wait, there's more! They're going to open their largest park ever this year, been building it since 2016, and the opening has been confirmed despite the Rona. Where? In Beijing, so you know the place is gonna be huge and full. https://en.wikipedia.org/wiki/Universal_Studios_Beijing So as the vaccine gets out there, the world returns to "normal" and people go spend absurd amounts of money to slide across bits of metal, not only will missing revenue return, but CMCSA is ready to make the pot bigger. When is it opening? May. This is important because we're not looking for a pay-out until after the park has opened. If you feel more retarded after having read this far, imagine how retarded I am for having written all that linguistic linguini. So, now that we know what the bull case for CMCSA is, let's bust out those crayons and look at some charts to get the full confirmation-bias effect and look at possible entry and exit points. CRAYON ROOM TIME! I don't know if this will be mo bigga when you fumble fucks look at it, I'm too retarded to figure out formatting. I really don't know fuck about shit when it comes to numbers, but I do know the lines look pretty. So, let's run this down real fast. This is a weekly chart going back to 2018. I wanted to go that far back to show you two things. 1.) CMCSA recovered from a dip in 2018 much like it has from the COVID dip, and is on pace to match or exceed it's growth average since 2018. 2.) Annual dividend increases of around 10%. Looking at the chart, there is no reason not to expect the same announcement towards the end of the year, and in fact the next quarterly dividend has already received the increase. I've got a few other lines in there, but what I want to point out is how much the price rises above the moving price average, weather measured as a simple moving price average or within Bollinger Bands. Dips below the average tend to recover and be above the average again within 2-3 weeks. Crayons are awesome. I should invest in Crayola. Now let's look a little at demand. Again, this is a weekly chart, but this time we're mostly going to be focusing on the right side of the chart. The top chart is a Stochastic Full measurement, the two horizontal blue lines represent oversold (top) and overbought (bottom). Generally speaking, if a stock is oversold, the price goes down, people buy, and the price goes up, leading to a position of it being overbought where people sell for profit, price goes down, and rinse and repeat. The squiggly lines are the two measurements of where the stock is in relation to being oversold or overbought. So what is it showing us? That the stock was recently oversold, and is heading towards being overbought. Best time to get in would've been 2 weeks ago, but try posting a DD on WSB back then that wasn't about the holy trinity cult. So what does this mean? Well, buying now could lead to a little rise followed by a little dip as it fluctuates between oversold and overbought. The second graphs is the MACD (Moving Average Convergence Divergence) this chart essentially measures sentiment, if it's up, it's bullish, if it's down, its bearish. I know some of you eggheads will correct me with finer points, but I don't have time to write a textbook that I'm incapable of understanding. As you can see, it has leveled off, which makes me believe it will dip, this also corresponds to it's movements in the Stochastic measurements. So don't buy at open, watch it for a bit, it might dip. The third graph...I have no fucking clue y'all. It had the word "projection" in it, and the line is pointing up, and that was good enough for me. Timing and Prices If you can get in for under $50, do it. I'm not sure if it will dip that low again soon, but it's within possibility. Calls aren't terribly priced, they're not the value they were 2 weeks ago when I first wanted to write this, but they're still a good value, especially for July and beyond, which is the timeframe we're looking at for an exit. Or not. I mean, you could sit on this shit forever and not really have to worry, which is another thing I like about it. But I have calls for July and October and may even pick up the 2022 LEAPs. We're looking for two events to provide a nice pop for our exits; the new park opening and Q3 earnings report that should include initial earnings from the parks, both new and re-opened. We want to see if the customers are going back to the parks, and returning that missing money into the pot, and we want to see how growth of broadband customers has increased. But again, don't sweat too much about timing and prices, this thing just keeps marching upwards. Positions CMCSA Shares CMCSA 16 July $50c CMCSA 15 Oct $52.5c Tl;dr CMCSA. No rockets, but good value. 7/10 Would buy again. DISCLAIMER: I don't know what I'm doing, you listen to me at your own peril, please leave me alone SEC.
[Voiced scene here] [The watery depths of darkness greets us.]Guda: ...Huh... [The scene shifts to what appears to be the Moon Cell.]Guda: ...This place is... [Accompanied by static, Kiara in her third ascension's mermaid cosplay appears before us for a brief second before she disappears and we find ourselves in the middle of a city.]Guda: ??? [Once again, Kiara appears, this time in her first ascension swimsuit.]Sessyoin Kiara: Fufu. The meal at the restaurant just now was very delicious. As expected of Master; you have a discerning eye, or perhaps I should say you have heavenly luck. At this point, I'm almost fully sated. Guda: [1] Sessyoin Kiara-san...! Kiara: ...Aah. You're calling my name with such a smile on your face again... I am happy about your feelings, but please have patience. We are still in the middle of town...right? Guda: [2] You're Sessyoin Lily's...! Kiara: Fufufu. Keep your feigning of ignorance in moderation. I can't guarantee what'll happen otherwise in all sorts of meaning, you see? Kiara: Now then, since we have filled our stomach, shall we visit our favorite beach? I finally changed into a swimsuit, but I could only try it out at a lake... The one who invited me to the sea while I was lamenting that...was none other than you. I was so happy, I couldn't sleep last night. I might be unable to fall asleep ever again♡ Ju~st kidding☆ Fufufufufu! Since it's a vacation on Valentine's, I'm in high spirits. It might be out of season, but this is a garden of pleasure without any discomfort. That rumored Altar of Perpetual and Everlasting Summer that I've heard of... Umm, if I remember correctly, Luluhawa was its name? I absolutely won't lose to such a wicked thing. I've snuck in there and done my research, after all. Guda: I see. So today was Valentine's. / I see, you are the night time's Sesshouin... Kiara: Yes, of course. Please, spend this holiday so you'll have no regrets afterwards, Master. [We spend the day on the seashore with Kiara, and then, at night...]Kiara: Swimming at the beach where no one else is around, enjoying the sunlight, and engaging in conversations as we listen to the sound of the waves... It was a very pleasant holiday, Master. I've returned my childlike innocence as I frolicked about. Aah, but, being unable to order a few drinks...would be my only regret. Downing your glasses all night will be a thing for when you're a little older♡ ...Oh. Putting that aside... I might be giving it to you at the very end, but would you accept this...? It's chocolate for Valentine's. [Kiara's choco acquired!]Guda: I'll gladly accept it! / I see, it slipped my mind! Kiara: You being pleased with it is all that matters to me. To commemorate this Summer, I tried to imitate a flower ornament. It might be some plain chocolate compared to what you received from the other Servants... ────Aah, however. If you still find it insufficient...if it still does not satisfy you...if you still want more... There might be more after this...perhaps? Guda: [1] No such thing, this is more than enough! Kiara: ────I see. Then this is where it ends. I have been turned down. Yes, Valentine's only lasts one day. It's not something to repeat over and over again for several days. Then, let us return to Chaldea, Master. You have no need for the tranquility of the depths. Please, join hands with everyone and take back our great planet, okay? [GOOD END] Guda: [2] ...You are right, it might be a little lacking... Kiara: ────You wished for it, right? Then close your eyes for a bit. Let my following version guide you even deeper. How cruel to say that pleasant affairs end in an instant. If they can continue, let them do so for eternity. That is what everyone honestly wishes for. [Suddenly, everything goes white. Then, accompanied by static, images of the Moon Cell and the previous city flashes before our eyes and we find ourselves in an Oriental capital.]Guda: ────Huh? [We hear the sound of an approaching bike and Kiara skids to a halt before us in her second ascension's getup.] Kiara: Oh my. My preferred unsightly pig Master has been foun~d♡ ────Ahem. That's not it. Stop there, you bitch (if female)/swine (if male). Get on your knees and raise your hands. You aren't allowed to resist. If you move even a little, I'll smack you in the ass (if female)/between your legs (if male) with this baton. Guda: This is also Kiara-san...? / So next is Kiara Police! [Kiara smiles before she reverts to her previous stern expression.]Kiara: Shut up. There is no chance for you to explain or a right for you to vindicate yourself. You should have learned in compulsory education that in this town being a Master itself is a sin, right? Moreover, to think you'd be leisurely walking on the main street...are you not aware that you're a piece of trash? You────know what's going to happen next, right? Guda: Perhaps...going along voluntarily to be questioned by the police? / Could it be...I'll be forcibly detained? Kiara: Yes, a tiny piece of trash belongs in the trashcan. A miserable pig belongs in the pigpen. And so, you're under arrest~♡ Game over for you, best regards? [More choco acquired!]Kiara: Fufufu. I wonder if you'll like this handcuff-shaped chocolate. Now then, the continuation will be happening in solitary confinement, plenty of it. This Saint Graph does not adhere to the master-servant relationship. It is the form a ruthless ruler. I will thoroughly train that lax attitude of yours without any mercy. Yes, even if it will take a year or a decade. As you wished, forever, right? Guda: Eh...? / A decade...? [Our vision goes white once again.]Kiara: Don't you find it strange? Why are the bubbles the Shen spews forth called mirages on the surface? If the bubbles reflect the insides of the shell, what appears on the surface should be simply the clam's muscles. So then, the reason why oases and capitals emerge────is that what's inside the Shen is literally a castle (read as town). [1] An ideal world envisioned by the people of the secular world. An earthly paradise without any discomfort. A perfectly convenient and infinitely vast city. This is the insides of the mirage. A different world contained within the palace of the clam. Even so──── For me, it is nothing but a cramped bed, you see? [Accompanied by the sound of static, we find ourselves at a pool.]Kiara: How about something of this aspect this time? Though you might already be sick of eating chocolate. [Even more choco acquired!]Kiara: Ufufu. Beaches are great, but pools like this are fine too. Well, since the current is too strong, it is not to my liking... Fortunately, the current me is a mermaid as you can see. No matter how many times you drown or how far you are swept away, I can easily scoop you up, you know, Master? Guda: ............ Kiara: What might be the problem? You seem to be under the weather based on your expression. Could it be...the clam chocolate from before wasn't to your liking? ...As expected, mixing clam with chocolate was dangerous... No, this only happened by a chance, it's just an accident! It's not like I'm better at cooking when I'm in Lily form! ...Oh, that's not what I should be saying. Master? If your stomach hurts, how about we return to the hotel? This is a high-class resort that even has casinos. There is no shortage of entertainment even at the hotel. Guda: It's about time... Kiara: Yes? Guda: If I don't return to Chaldea soon... Kiara: ─────── ─────── ────Then let us do that. Go ahead and return, Master. I won't stop you. That is. If you can escape? [We leave behind Kiara and run through the city, the Moon Cell, the beach, and reach the Oriental capital where we encountered Kiara Police.]Guda: ────pant pant──── ────No good, this city, is way too vast──── [The ground rumbles and *the faint image of Kiara we could see in the sky all this time comes into view and Kiara's voice echoes out.]* Kiara: ────Pfft. Fufu, ufufu, aah, how funny! Just what are you talking about when you are so out of breath? This is an immensely vast world. After all, this is next to my pillow. It is a castle that would be sent flying if I were to blow on it. Guda: ────Just what, is that──── Kiara: After you take refuge in illusions, you won't be able to leave. ...Indeed, I also find it regrettable. To think you'd fall so deep after being bewitched by the sweetness of sugar. I can't view you as Master anymore. You're like an ant that ran around restlessly and separated from its colony. I wonder if I should cover you in chocolate and eat you. [The ground rumbles once again.]Kiara: Fufu, of course, that was just a joke. This is an earthly paradise, inside the dream released by the Shen. If you are fine with empty illusions, here you will be granted tranquility lasting until your death, no, lasting forevermore without you being able to die. Will you disappear along with the illusions in a single breath from me or will you cling to my fingers seeking salvation──── Regardless of what you choose, there is no way for you to return to reality. Resign yourself to your fate, Master. [A pink mist fills our vision.]Kiara: Your fall will lead to the Heaven of Pleasure. The Hell of the woman who captivates her prey. ...Fufu, you wish you hadn't gone to something like the Palace of the Dragon King, right? [BAD END] (Moral of the story: Don't be greedy. Or Kiara will trap you in illusions and toy with you for eternity.)
Bond CE
A Single Summer's Mirage Set Valentine's chocolate from Sessyoin Kiara (MoonCancer). Chocolates matching each stage of ascension are stored inside the Tamateba[2] ......correction, a multi-layered lunch box. You can eat any of the "flowers floating at the waterside", "handcuffs" and "shellfish" that you prefer. However, moderation is important for everything. If you eat just one or two kinds, the boddhisatva will watch over you with a charming smile, but if you display an unsatiable desire where you eat everything at once──── 「Fufufu, what's stored inside the box might not be only chocolate, you know?」 Translator notes: [1] "Mirage" is written with the kanji for "Shen" "emission/spirit/mind" and "building/tower", so mirages are "buildings created of what the Shen emits", I guess? [2] The narration was gonna say Tamatebako before it cut off.
Playboy going public: Porn, Gambling, and Cannabis
NEW INFO 5 Results from share redemption are posted. Less than .2% redeemed. Very bullish as investors are showing extreme confidence in the future of PLBY. https://finance.yahoo.com/news/playboy-mountain-crest-acquisition-corp-120000721.html NEW INFO 4 Definitive Agreement to purchase 100% of Lovers brand stores announced 2/1. https://www.streetinsider.com/Corporate+News/Playboy+%28MCAC%29+Confirms+Deal+to+Acquire+Lovers/17892359.html NEW INFO 3 I bought more on the dip today. 5081 total. Price rose AH to $12.38 (2.15%) NEW INFO 2 Here is the full webinar. https://icrinc.zoom.us/rec/play/9GWKdmOYumjWfZuufW3QXpe_FW_g--qeNbg6PnTjTMbnNTgLmCbWjeRFpQga1iPc-elpGap8dnDv8Zww.yD7DjUwuPmapeEdP?continueMode=true&tk=lEYc4F_FkKlgsmCIs6w0gtGHT2kbgVGbUju3cIRBSjk.DQIAAAAV8NK49xZWdldRM2xNSFNQcTBmcE00UzM3bXh3AAAAAAAAAAAAAAAAAAAAAAAAAAAA&uuid=WN_GKWqbHkeSyuWetJmLFkj4g&_x_zm_rtaid=kR45-uuqRE-L65AxLjpbQw.1611967079119.2c054e3d3f8d8e63339273d9175939ed&_x_zm_rhtaid=866 NEW INFO 1 Live merger webinar with PLBY and MCAC on Friday January 29, 2021 at 12:00 NOON EST link below https://mcacquisition.com/investor-relations/press-release-details/2021/Playboy-Enterprises-Inc.-and-Mountain-Crest-Acquisition-Corp-Participate-in-SPACInsider-ICR-Webinar-on-January-29th-at-12pm-ET/default.aspx Playboy going public: Porn, Gambling, and Cannabis !!!WARNING READING AHEAD!!! TL;DR at the end. It will take some time to sort through all the links and read/watch everything, but you should. In the next couple weeks, Mountain Crest Acquisition Corp is taking Playboy public. The existing ticker MCAC will become PLBY. Special purpose acquisition companies have taken private companies public in recent months with great success. I believe this will be no exception. Notably, Playboy is profitable and has skyrocketing revenue going into a transformational growth phase. Porn - First and foremost, let's talk about porn. I know what you guys are thinking. “Porno mags are dead. Why would I want to invest in something like that? I can get porn for free online.” Guess what? You are absolutely right. And that’s exactly why Playboy doesn’t do that anymore. That’s right, they eliminated their print division. And yet they somehow STILL make money from porn that people (see: boomers) pay for on their website through PlayboyTV, Playboy Plus, and iPlayboy. Here’s the thing: Playboy has international, multi-generational name recognition from porn. They have content available in 180 countries. It will be the only publicly traded adult entertainment (porn) company. But that is not where this company is going. It will help support them along the way. You can see every Playboy magazine through iPlayboy if you’re interested. NSFW links below: https://www.playboy.com/ https://www.playboytv.com/ https://www.playboyplus.com/ https://www.iplayboy.com/ Gambling - Some of you might recognize the Playboy brand from gambling trips to places like Las Vegas, Atlantic City, Cancun, London or Macau. They’ve been in the gambling biz for decades through their casinos, clubs, and licensed gaming products. They see the writing on the wall. COVID is accelerating the transition to digital, application based GAMBLING. That’s right. What we are doing on Robinhood with risky options is gambling, and the only reason regulators might give a shit anymore is because we are making too much money. There may be some restrictions put in place, but gambling from your phone on your couch is not going anywhere. More and more states are allowing things like Draftkings, poker, state ‘lottery” apps, hell - even political betting. Michigan and Virginia just ok’d gambling apps. They won’t be the last. This is all from your couch and any 18 year old with a cracked iphone can access it. Wouldn’t it be cool if Playboy was going to do something like that? They’re already working on it. As per CEO Ben Kohn who we will get to later, “...the company’s casino-style digital gaming products with Scientific Games and Microgaming continue to see significant global growth.” Honestly, I stopped researching Scientific Games' sports betting segment when I saw the word ‘omni-channel’. That told me all I needed to know about it’s success. “Our SG Sports™ platform is an enhanced, omni-channel solution for online, self-service and retail fixed odds sports betting – from soccer to tennis, basketball, football, baseball, hockey, motor sports, racing and more.” https://www.scientificgames.com/ https://www.microgaming.co.uk/ “This latter segment has become increasingly enticing for Playboy, and it said last week that it is considering new tie-ups that could include gaming operators like PointsBet and 888Holdings.” https://calvinayre.com/2020/10/05/business/playboys-gaming-ops-could-get-a-boost-from-spac-purchase/ As per their SEC filing: “Significant consumer engagement and spend with Playboy-branded gaming properties around the world, including with leading partners such as Microgaming, Scientific Games, and Caesar’s Entertainment, steers our investment in digital gaming, sports betting and other digital offerings to further support our commercial strategy to expand consumer spend with minimal marginal cost, and gain consumer data to inform go-to-market plans across categories.” https://www.sec.gov/Archives/edgadata/1803914/000110465921005986/tm2034213-12_defm14a.htm#tMDAA1 They are expanding into more areas of gaming/gambling, working with international players in the digital gaming/gambling arena, and a Playboy sportsbook is on the horizon. https://www.playboy.com/read/the-pleasure-of-playing-with-yourself-mobile-gaming-in-the-covid-era Cannabis - If you’ve ever read through a Playboy magazine, you know they’ve had a positive relationship with cannabis for many years. As of September 2020, Playboy has made a major shift into the cannabis space. Too good to be true you say? Check their website. Playboy currently sells a range of CBD products. This is a good sign. Federal hemp products, which these most likely are, can be mailed across state lines and most importantly for a company like Playboy, can operate through a traditional banking institution. CBD products are usually the first step towards the cannabis space for large companies. Playboy didn’t make these products themselves meaning they are working with a processor in the cannabis industry. Another good sign for future expansion. What else do they have for sale? Pipes, grinders, ashtrays, rolling trays, joint holders. Hmm. Ok. So it looks like they want to sell some shit. They probably don’t have an active interest in cannabis right? Think again: https://www.forbes.com/sites/javierhasse/2020/09/24/playboy-gets-serious-about-cannabis-law-reform-advocacy-with-new-partnership-grants/?sh=62f044a65cea “Taking yet another step into the cannabis space, Playboy will be announcing later on Thursday (September, 2020) that it is launching a cannabis law reform and advocacy campaign in partnership with National Organization for the Reform of Marijuana Laws (NORML), Last Prisoner Project, Marijuana Policy Project, the Veterans Cannabis Project, and the Eaze Momentum Program.” “According to information procured exclusively, the three-pronged campaign will focus on calling for federal legalization. The program also includes the creation of a mentorship plan, through which the Playboy Foundation will support entrepreneurs from groups that are underrepresented in the industry.” Remember that CEO Kohn from earlier? He wrote this recently: https://medium.com/naked-open-letters-from-playboy/congress-must-pass-the-more-act-c867c35239ae Seems like he really wants weed to be legal? Hmm wonder why? The writing's on the wall my friends. Playboy wants into the cannabis industry, they are making steps towards this end, and we have favorable conditions for legislative progress. Don’t think branding your own cannabis line is profitable or worthwhile? Tell me why these 41 celebrity millionaires and billionaires are dummies. I’ll wait. https://www.celebstoner.com/news/celebstoner-news/2019/07/12/top-celebrity-cannabis-brands/ Confirmation: I hear you. “This all seems pretty speculative. It would be wildly profitable if they pull this shift off. But how do we really know?” Watch this whole video: https://finance.yahoo.com/video/playboy-ceo-telling-story-female-154907068.html Man - this interview just gets my juices flowing. And highlights one of my favorite reasons for this play. They have so many different business avenues from which a catalyst could appear. I think paying attention, holding shares, and options on these staggered announcements over the next year is the way I am going to go about it. "There's definitely been a shift to direct-to-consumer," he (Kohn) said. "About 50 percent of our revenue today is direct-to-consumer, and that will continue to grow going forward.” “Kohn touted Playboy's portfolio of both digital and consumer products, with casino-style gaming, in particular, serving a crucial role under the company's new business model. Playboy also has its sights on the emerging cannabis market, from CBD products to marijuana products geared toward sexual health and pleasure.” "If THC does become legal in the United States, we have developed certain strains to enhance your sex life that we will launch," Kohn said. https://cheddar.com/media/playboy-goes-public-health-gaming-lifestyle-focus Oh? The CEO actually said it? Ok then. “We have developed certain strains…” They’re already working with growers on strains and genetics? Ok. There are several legal cannabis markets for those products right now, international and stateside. I expect Playboy licensed hemp and THC pre-rolls by EOY. Something like this: https://www.etsy.com/listing/842996758/10-playboy-pre-roll-tubes-limited?ga_order=most_relevant&ga_search_type=all&ga_view_type=gallery&ga_search_query=pre+roll+playboy&ref=sr_gallery-1-2&organic_search_click=1 Maintaining cannabis operations can be costly and a regulatory headache. Playboy’s licensing strategy allows them to pick successful, established partners and sidestep traditional barriers to entry. You know what I like about these new markets? They’re expanding. Worldwide. And they are going to be a bigger deal than they already are with or without Playboy. Who thinks weed and gambling are going away? Too many people like that stuff. These are easy markets. And Playboy is early enough to carve out their spot in each. Fuck it, read this too: https://www.forbes.com/sites/jimosman/2020/10/20/playboy-could-be-the-king-of-spacs-here-are-three-picks/?sh=2e13dcaa3e05 Numbers: You want numbers? I got numbers. As per the company’s most recent SEC filing: “For the year ended December 31, 2019, and the nine months ended September 30, 2020, Playboy’s historical consolidated revenue was $78.1 million and $101.3 million, respectively, historical consolidated net income (loss) was $(23.6) million and $(4.8) million, respectively, and Adjusted EBITDA was $13.1 million and $21.8 million, respectively.” “In the nine months ended September 30, 2020, Playboy’s Licensing segment contributed $44.2 million in revenue and $31.1 million in net income.” “In the ninth months ended September 30, 2020, Playboy’s Direct-to-Consumer segment contributed $40.2 million in revenue and net income of $0.1 million.” “In the nine months ended September 30, 2020, Playboy’s Digital Subscriptions and Content segment contributed $15.4 million in revenue and net income of $7.4 million.” They are profitable across all three of their current business segments. “Playboy’s return to the public markets presents a transformed, streamlined and high-growth business. The Company has over $400 million in cash flows contracted through 2029, sexual wellness products available for sale online and in over 10,000 major retail stores in the US, and a growing variety of clothing and branded lifestyle and digital gaming products.” https://www.sec.gov/Archives/edgadata/1803914/000110465921005986/tm2034213-12_defm14a.htm#tSHCF Growth: Playboy has massive growth in China and massive growth potential in India. “In China, where Playboy has spent more than 25 years building its business, our licensees have an enormous footprint of nearly 2,500 brick and mortar stores and 1,000 ecommerce stores selling high quality, Playboy-branded men’s casual wear, shoes/footwear, sleepwear, swimwear, formal suits, leather & non-leather goods, sweaters, active wear, and accessories. We have achieved significant growth in China licensing revenues over the past several years in partnership with strong licensees and high-quality manufacturers, and we are planning for increased growth through updates to our men’s fashion lines and expansion into adjacent categories in men’s skincare and grooming, sexual wellness, and women’s fashion, a category where recent launches have been well received.” The men’s market in China is about the same size as the entire population of the United States and European Union combined. Playboy is a leading brand in this market. They are expanding into the women’s market too. Did you know CBD toothpaste is huge in China? China loves CBD products and has hemp fields that dwarf those in the US. If Playboy expands their CBD line China it will be huge. Did you know the gambling money in Macau absolutely puts Las Vegas to shame? Technically, it's illegal on the mainland, but in reality, there is a lot of gambling going on in China. https://www.forbes.com/sites/javierhasse/2020/10/19/magic-johnson-and-uncle-buds-cbd-brand-enter-china-via-tmall-partnership/?sh=271776ca411e “In India, Playboy today has a presence through select apparel licensees and hospitality establishments. Consumer research suggests significant growth opportunities in the territory with Playboy’s brand and categories of focus.” “Playboy Enterprises has announced the expansion of its global consumer products business into India as part of a partnership with Jay Jay Iconic Brands, a leading fashion and lifestyle Company in India.” “The Indian market today is dominated by consumers under the age of 35, who represent more than 65 percent of the country’s total population and are driving India’s significant online shopping growth. The Playboy brand’s core values of playfulness and exploration resonate strongly with the expressed desires of today’s younger millennial consumers. For us, Playboy was the perfect fit.” “The Playboy international portfolio has been flourishing for more than 25 years in several South Asian markets such as China and Japan. In particular, it has strategically targeted the millennial and gen-Z audiences across categories such as apparel, footwear, home textiles, eyewear and watches.” https://www.licenseglobal.com/industry-news/playboy-expands-global-footprint-india It looks like they gave COVID the heisman in terms of net damage sustained: “Although Playboy has not suffered any material adverse consequences to date from the COVID-19 pandemic, the business has been impacted both negatively and positively. The remote working and stay-at-home orders resulted in the closure of the London Playboy Club and retail stores of Playboy’s licensees, decreasing licensing revenues in the second quarter, as well as causing supply chain disruption and less efficient product development thereby slowing the launch of new products. However, these negative impacts were offset by an increase in Yandy’s direct-to-consumer sales, which have benefited in part from overall increases in online retail sales so far during the pandemic.” Looks like the positives are long term (Yandy acquisition) and the negatives are temporary (stay-at-home orders). https://www.sec.gov/Archives/edgadata/1803914/000110465921006093/tm213766-1_defa14a.htm This speaks to their ability to maintain a financially solvent company throughout the transition phase to the aforementioned areas. They’d say some fancy shit like “expanded business model to encompass four key revenue streams: Sexual Wellness, Style & Apparel, Gaming & Lifestyle, and Beauty & Grooming.” I hear “we’re just biding our time with these trinkets until those dollar dollar bill y’all markets are fully up and running.” But the truth is these existing revenue streams are profitable, scalable, and rapidly expanding Playboy’s e-commerce segment around the world. "Even in the face of COVID this year, we've been able to grow EBITDA over 100 percent and revenue over 68 percent, and I expect that to accelerate going into 2021," he said. “Playboy is accelerating its growth in company-owned and branded consumer products in attractive and expanding markets in which it has a proven history of brand affinity and consumer spend.” Also in the SEC filing, the Time Frame: “As we detailed in the definitive proxy statement, the SPAC stockholder meeting to vote on the transaction has been set for February 9th, and, subject to stockholder approval and satisfaction of the other closing conditions, we expect to complete the merger and begin trading on NASDAQ under ticker PLBY shortly thereafter,” concluded Kohn. The Players: Suhail “The Whale” Rizvi (HMFIC), Ben “The Bridge” Kohn (CEO), “lil” Suying Liu & “Big” Dong Liu (Young-gun China gang). I encourage you to look these folks up. The real OG here is Suhail Rizvi. He’s from India originally and Chairman of the Board for the new PLBY company. He was an early investor in Twitter, Square, Facebook and others. His firm, Rizvi Traverse, currently invests in Instacart, Pinterest, Snapchat, Playboy, and SpaceX. Maybe you’ve heard of them. “Rizvi, who owns a sprawling three-home compound in Greenwich, Connecticut, and a 1.65-acre estate in Palm Beach, Florida, near Bill Gates and Michael Bloomberg, moved to Iowa Falls when he was five. His father was a professor of psychology at Iowa. Along with his older brother Ashraf, a hedge fund manager, Rizvi graduated from Wharton business school.” “Suhail Rizvi: the 47-year-old 'unsocial' social media baron: When Twitter goes public in the coming weeks (2013), one of the biggest winners will be a 47-year-old financier who guards his secrecy so zealously that he employs a person to take down his Wikipedia entry and scrub his photos from the internet. In IPO, Twitter seeks to be 'anti-FB'” “Prince Alwaleed bin Talal of Saudi Arabia looks like a big Twitter winner. So do the moneyed clients of Jamie Dimon. But as you’ve-got-to-be-joking wealth washed over Twitter on Thursday — a company that didn’t exist eight years ago was worth $31.7 billion after its first day on the stock market — the non-boldface name of the moment is Suhail R. Rizvi. Mr. Rizvi, 47, runs a private investment company that is the largest outside investor in Twitter with a 15.6 percent stake worth $3.8 billion at the end of trading on Thursday (November, 2013). Using a web of connections in the tech industry and in finance, as well as a hearty dose of good timing, he brought many prominent names in at the ground floor, including the Saudi prince and some of JPMorgan’s wealthiest clients.” https://www.nytimes.com/2013/11/08/technology/at-twitter-working-behind-the-scenes-toward-a-billion-dollar-payday.html Y’all like that Arab money? How about a dude that can call up Saudi Princes and convince them to spend? Funniest shit about I read about him: “Rizvi was able to buy only $100 million in Facebook shortly before its IPO, thus limiting his returns, according to people with knowledge of the matter.” Poor guy :( He should be fine with the 16 million PLBY shares he's going to have though :) Shuhail also has experience in the entertainment industry. He’s invested in companies like SESAC, ICM, and Summit Entertainment. He’s got Hollywood connections to blast this stuff post-merger. And he’s at least partially responsible for that whole Twilight thing. I’m team Edward btw. I really like what Suhail has done so far. He’s lurked in the shadows while Kohn is consolidating the company, trimming the fat, making Playboy profitable, and aiming the ship at modern growing markets. https://www.reuters.com/article/us-twitter-ipo-rizvi-insight/insight-little-known-hollywood-investor-poised-to-score-with-twitter-ipo-idUSBRE9920VW20131003 Ben “The Bridge” Kohn is an interesting guy. He’s the connection between Rizvi Traverse and Playboy. He’s both CEO of Playboy and was previously Managing Partner at Rizvi Traverse. Ben seems to be the voice of the Playboy-Rizvi partnership, which makes sense with Suhail’s privacy concerns. Kohn said this: “Today is a very big day for all of us at Playboy and for all our partners globally. I stepped into the CEO role at Playboy in 2017 because I saw the biggest opportunity of my career. Playboy is a brand and platform that could not be replicated today. It has massive global reach, with more than $3B of global consumer spend and products sold in over 180 countries. Our mission – to create a culture where all people can pursue pleasure – is rooted in our 67-year history and creates a clear focus for our business and role we play in people’s lives, providing them with the products, services and experiences that create a lifestyle of pleasure. We are taking this step into the public markets because the committed capital will enable us to accelerate our product development and go-to-market strategies and to more rapidly build our direct to consumer capabilities,” said Ben Kohn, CEO of Playboy. “Playboy today is a highly profitable commerce business with a total addressable market projected in the trillions of dollars,” Mr. Kohn continued, “We are actively selling into the Sexual Wellness consumer category, projected to be approximately $400 billion in size by 2024, where our recently launched intimacy products have rolled out to more than 10,000 stores at major US retailers in the United States. Combined with our owned & operated ecommerce Sexual Wellness initiatives, the category will contribute more than 40% of our revenue this year. In our Apparel and Beauty categories, our collaborations with high-end fashion brands including Missguided and PacSun are projected to achieve over $50M in retail sales across the US and UK this year, our leading men’s apparel lines in China expanded to nearly 2500 brick and mortar stores and almost 1000 digital stores, and our new men’s and women’s fragrance line recently launched in Europe. In Gaming, our casino-style digital gaming products with Scientific Games and Microgaming continue to see significant global growth. Our product strategy is informed by years of consumer data as we actively expand from a purely licensing model into owning and operating key high-growth product lines focused on driving profitability and consumer lifetime value. We are thrilled about the future of Playboy. Our foundation has been set to drive further growth and margin, and with the committed capital from this transaction and our more than $180M in NOLs, we will take advantage of the opportunity in front of us, building to our goal of $100M of adjusted EBITDA in 2025.” https://www.businesswire.com/news/home/20201001005404/en/Playboy-to-Become-a-Public-Company Also, according to their Form 4s, “Big” Dong Liu and “lil” Suying Liu just loaded up with shares last week. These guys are brothers and seem like the Chinese market connection. They are only 32 & 35 years old. I don’t even know what that means, but it's provocative. https://www.secform4.com/insider-trading/1832415.htm https://finance.yahoo.com/news/mountain-crest-acquisition-corp-ii-002600994.html Y’all like that China money? “Mr. Liu has been the Chief Financial Officer of Dongguan Zhishang Photoelectric Technology Co., Ltd., a regional designer, manufacturer and distributor of LED lights serving commercial customers throughout Southern China since November 2016, at which time he led a syndicate of investments into the firm. Mr. Liu has since overseen the financials of Dongguan Zhishang as well as provided strategic guidance to its board of directors, advising on operational efficiency and cash flow performance. From March 2010 to October 2016, Mr. Liu was the Head of Finance at Feidiao Electrical Group Co., Ltd., a leading Chinese manufacturer of electrical outlets headquartered in Shanghai and with businesses in the greater China region as well as Europe.” Dr. Suying Liu, Chairman and Chief Executive Officer of Mountain Crest Acquisition Corp., commented, “Playboy is a unique and compelling investment opportunity, with one of the world’s largest and most recognized brands, its proven consumer affinity and spend, and its enormous future growth potential in its four product segments and new and existing geographic regions. I am thrilled to be partnering with Ben and his exceptional team to bring his vision to fruition.” https://www.businesswire.com/news/home/20201001005404/en/Playboy-to-Become-a-Public-Company These guys are good. They have a proven track record of success across multiple industries. Connections and money run deep with all of these guys. I don’t think they’re in the game to lose. I was going to write a couple more paragraphs about why you should have a look at this but really the best thing you can do is read this SEC filing from a couple days ago. It explains the situation in far better detail. Specifically, look to page 137 and read through their strategy. Also, look at their ownership percentages and compensation plans including the stock options and their prices. The financials look great, revenue is up 90% Q3, and it looks like a bright future. https://www.sec.gov/Archives/edgadata/1803914/000110465921005986/tm2034213-12_defm14a.htm#tSHCF I’m hesitant to attach this because his position seems short term, but I’m going to with a warning because he does hit on some good points (two are below his link) and he’s got a sizable position in this thing (500k+ on margin, I think). I don’t know this guy but he did look at the same publicly available info and make roughly the same prediction, albeit without the in depth gambling or cannabis mention. You can also search reddit for ‘MCAC’ and very few relevant results come up and none of them even come close to really looking at this thing. https://docs.google.com/document/d/1gOvAd6lebs452hFlWWbxVjQ3VMsjGBkbJeXRwDwIJfM/edit?usp=sharing “Also, before you people start making claims that Playboy is a “boomer” company, STOP RIGHT THERE. This is not a good argument. Simply put. The only thing that matters is Playboy’s name recognition, not their archaic business model which doesn’t even exist anymore as they have completely repurposed their business.” “Imagine not buying $MCAC at a 400M valuation lol. Streetwear department is worth 1B alone imo.” Considering the ridiculous Chinese growth as a lifestyle brand, he’s not wrong. Current Cultural Significance and Meme Value: A year ago I wouldn’t have included this section but the events from the last several weeks (even going back to tsla) have proven that a company’s ability to meme and/or gain social network popularity can have an effect. Tik-tok, Snapchat, Twitch, Reddit, Youtube, Facebook, Twitter. They all have Playboy stuff on them. Kids in middle and highschool know what Playboy is but will likely never see or touch one of the magazines in person. They’ll have a Playboy hoodie though. Crazy huh? A lot like GME, PLBY would hugely benefit from meme-value stock interest to drive engagement towards their new business model while also building strategic coffers. This interest may not directly and/or significantly move the stock price but can generate significant interest from larger players who will. Bull Case: The year is 2025. Playboy is now the world leader pleasure brand. They began by offering Playboy licensed gaming products, including gambling products, direct to consumers through existing names. By 2022, demand has skyrocketed and Playboy has designed and released their own gambling platforms. In 2025, they are also a leading cannabis brand in the United States and Canada with proprietary strains and products geared towards sexual wellness. Cannabis was legalized in the US in 2023 when President Biden got glaucoma but had success with cannabis treatment. He personally pushes for cannabis legalization as he steps out of office after his first term. Playboy has also grown their brand in China and India to multi-billion per year markets. The stock goes up from 11ish to 100ish and everyone makes big gains buying somewhere along the way. Bear Case: The United States does a complete 180 on marijuana and gambling. President Biden overdoses on marijuana in the Lincoln bedroom when his FDs go tits up and he loses a ton of money in his sports book app after the Fighting Blue Hens narrowly lose the National Championship to Bama. Playboy is unable to expand their cannabis and gambling brands but still does well with their worldwide lifestyle brand. They gain and lose some interest in China and India but the markets are too large to ignore them completely. The stock goes up from 11ish to 13ish and everyone makes 15-20% gains. TL;DR: Successful technology/e-commerce investment firm took over Playboy to turn it into a porn, online gambling/gaming, sports book, cannabis company, worldwide lifestyle brand that promotes sexual wellness, vetern access, women-ownership, minority-ownership, and “pleasure for all”. Does a successful online team reinventing an antiquated physical copy giant sound familiar? No options yet, shares only for now. $11.38 per share at time of writing. My guess? $20 by the end of February. $50 by EOY. This is not financial advice. I am not qualified to give financial advice. I’m just sayin’ I would personally use a Playboy sports book app while smoking a Playboy strain specific joint and it would be cool if they did that. Do your own research. You’d probably want to start here: WARNING - POTENTIALLY NSFW - SEXY MODELS AHEAD - no actual nudity though https://s26.q4cdn.com/895475556/files/doc_presentations/Playboy-Craig-Hallum-Conference-Investor-Presentation-11_17_20-compressed.pdf Or here: https://www.mcacquisition.com/investor-relations/default.aspx Jimmy Chill: “Get into any SPAC at $10 or $11 and you are going to make money.” STL;DR: Buy MCAC. MCAC > PLBY couple weeks. Rocketship. Moon. Position: 5000 shares. I will buy short, medium, and long-dated calls once available.
[The watery depths of darkness greets us.]Guda: ...Huh... [The scene shifts to what appears to be the Moon Cell.]Guda: ...This place is... [Accompanied by static, Kiara in her third ascension's mermaid cosplay appears before us for a brief second before she disappears and we find ourselves in the middle of a city.]Guda: ??? [Once again, Kiara appears, this time in her first ascension swimsuit.]Sessyoin Kiara: Fufu. The meal at the restaurant just now was very delicious. As expected of Master; you have a discerning eye, or perhaps I should say you have heavenly luck. At this point, I'm almost fully sated. Guda: [1] Sessyoin Kiara-san...! Kiara: ...Aah. You're calling my name with such a smile on your face again... I am happy about your feelings, but please have patience. We are still in the middle of town...right? Guda: [2] You're Sessyoin Lily's...! Kiara: Fufufu. Keep your feigning of ignorance in moderation. I can't guarantee what'll happen otherwise in all sorts of meaning, you see? Kiara: Now then, since we have filled our stomach, shall we visit our favorite beach? I finally changed into a swimsuit, but I could only try it out at a lake... The one who invited me to the sea while I was lamenting that...was none other than you. I was so happy, I couldn't sleep last night. I might be unable to fall asleep ever again♡ Ju~st kidding☆ Fufufufufu! Since it's a vacation on Valentine's, I'm in high spirits. It might be out of season, but this is a garden of pleasure without any discomfort. That rumored Altar of Perpetual and Everlasting Summer that I've heard of... Umm, if I remember correctly, Luluhawa was its name? I absolutely won't lose to such a wicked thing. I've snuck in there and done my research, after all. Guda: I see. So today was Valentine's. / I see, you are the night time's Sesshouin... Kiara: Yes, of course. Please, spend this holiday so you'll have no regrets afterwards, Master. [We spend the day on the seashore with Kiara, and then, at night...]Kiara: Swimming at the beach where no one else is around, enjoying the sunlight, and engaging in conversations as we listen to the sound of the waves... It was a very pleasant holiday, Master. I've returned my childlike innocence as I frolicked about. Aah, but, being unable to order a few drinks...would be my only regret. Downing your glasses all night will be a thing for when you're a little older♡ ...Oh. Putting that aside... I might be giving it to you at the very end, but would you accept this...? It's chocolate for Valentine's. [Kiara's choco acquired!]Guda: I'll gladly accept it! / I see, it slipped my mind! Kiara: You being pleased with it is all that matters to me. To commemorate this Summer, I tried to imitate a flower ornament. It might be some plain chocolate compared to what you received from the other Servants... ────Aah, however. If you still find it insufficient...if it still does not satisfy you...if you still want more... There might be more after this...perhaps? Guda: [1] No such thing, this is more than enough! Kiara: ────I see. Then this is where it ends. I have been turned down. Yes, Valentine's only lasts one day. It's not something to repeat over and over again for several days. Then, let us return to Chaldea, Master. You have no need for the tranquility of the depths. Please, join hands with everyone and take back our great planet, okay? [GOOD END] Guda: [2] ...You are right, it might be a little lacking... Kiara: ────You wished for it, right? Then close your eyes for a bit. Let my following version guide you even deeper. How cruel to say that pleasant affairs end in an instant. If they can continue, let them do so for eternity. That is what everyone honestly wishes for. [Suddenly, everything goes white. Then, accompanied by static, images of the Moon Cell and the previous city flashes before our eyes and we find ourselves in an Oriental capital.]Guda: ────Huh? [We hear the sound of an approaching bike and Kiara skids to a halt before us in her second ascension's getup.] Kiara: Oh my. My preferred unsightly pig Master has been foun~d♡ ────Ahem. That's not it. Stop there, you bitch (if female)/swine (if male). Get on your knees and raise your hands. You aren't allowed to resist. If you move even a little, I'll smack you in the ass (if female)/between your legs (if male) with this baton. Guda: This is also Kiara-san...? / So next is Kiara Police! [Kiara smiles before she reverts to her previous stern expression.]Kiara: Shut up. There is no chance for you to explain or a right for you to vindicate yourself. You should have learned in compulsory education that in this town being a Master itself is a sin, right? Moreover, to think you'd be leisurely walking on the main street...are you not aware that you're a piece of trash? You────know what's going to happen next, right? Guda: Perhaps...going along voluntarily to be questioned by the police? / Could it be...I'll be forcibly detained? Kiara: Yes, a tiny piece of trash belongs in the trashcan. A miserable pig belongs in the pigpen. And so, you're under arrest~♡ Game over for you, best regards? [More choco acquired!]Kiara: Fufufu. I wonder if you'll like this handcuff-shaped chocolate. Now then, the continuation will be happening in solitary confinement, plenty of it. This Saint Graph does not adhere to the master-servant relationship. It is the form a ruthless ruler. I will thoroughly train that lax attitude of yours without any mercy. Yes, even if it will take a year or a decade. As you wished, forever, right? Guda: Eh...? / A decade...? [Our vision goes white once again.]Kiara: Don't you find it strange? Why are the bubbles the Shen spews forth called mirages on the surface? If the bubbles reflect the insides of the shell, what appears on the surface should be simply the clam's muscles. So then, the reason why oases and capitals emerge────is that what's inside the Shen is literally a castle. [1] An ideal world envisioned by the people of the secular world. An earthly paradise without any discomfort. A perfectly convenient and infinitely vast city. This is the insides of the mirage. A different world contained within the palace of the clam. Even so──── For me, it is nothing but a cramped bed, you see? [Accompanied by the sound of static, we find ourselves at a pool.]Kiara: How about something of this aspect this time? Though you might already be sick of eating chocolate. [Even more choco acquired!]Kiara: Ufufu. Beaches are great, but pools like this are fine too. Well, since the current is too strong, it is not to my liking... Fortunately, the current me is a mermaid as you can see. No matter how many times you drown or how far you are swept away, I can easily scoop you up, you know, Master? Guda: ............ Kiara: What might be the problem? You seem to be under the weather based on your expression. Could it be...the clam chocolate from before wasn't to your liking? ...As expected, mixing clam with chocolate was dangerous... No, this only happened by a chance, it's just an accident! It's not like I'm better at cooking when I'm in Lily form! ...Oh, that's not what I should be saying. Master? If your stomach hurts, how about we return to the hotel? This is a high-class resort that even has casinos. There is no shortage of entertainment even at the hotel. Guda: It's about time... Kiara: Yes? Guda: If I don't return to Chaldea soon... Kiara: ─────── ─────── ────Then let us do that. Go ahead and return, Master. I won't stop you. That is. If you can escape? [We leave behind Kiara and run through the city, the Moon Cell, the beach, and reach the Oriental capital where we encountered Kiara Police.]Guda: ────pant pant──── ────No good, this city, is way too vast──── [The ground rumbles and *the faint image of Kiara we could see in the sky all this time comes into view and Kiara's voice echoes out.]* Kiara: ────Pfft. Fufu, ufufu, aah, how funny! Just what are you talking about when you are so out of breath? This is an immensely vast world. After all, this is next to my pillow. It is a castle that would be sent flying if I were to blow on it. Guda: ────Just what, is that──── Kiara: After you take refuge in illusions, you won't be able to leave. ...Indeed, I also find it regrettable. To think you'd fall so deep after being bewitched by the sweetness of sugar. I can't view you as Master anymore. You're like an ant that ran around restlessly and separated from its colony. I wonder if I should cover you in chocolate and eat you. [The ground rumbles once again.]Kiara: Fufu, of course, that was just a joke. This is an earthly paradise, inside the dream released by the Shen. If you are fine with empty illusions, here you will be granted tranquility lasting until your death, no, lasting forevermore without you being able to die. Will you disappear along with the illusions in a single breath from me or will you cling to my fingers seeking salvation──── Regardless of what you choose, there is no way for you to return to reality. Resign yourself to your fate, Master. [A pink mist fills our vision.]Kiara: Your fall will lead to the Heaven of Pleasure. The Hell of the woman who captivates her prey. ...Fufu, you wish you hadn't gone to something like the Palace of the Dragon King, right? [BAD END] (Moral of the story: Don't be greedy. Or Kiara will trap you in illusions and toy with you for eternity.)
Bond CE
A Single Summer's Mirage Set Valentine's chocolate from Sessyoin Kiara (MoonCancer). Chocolates matching each stage of ascension are stored inside the Tamateba[2] ......correction, a multi-layered lunch box. You can eat any of the "flowers floating at the waterside", "handcuffs" and "shellfish" that you prefer. However, moderation is important for everything. If you eat just one or two kinds, the boddhisatva will watch over you with a charming smile, but if you display an unsatiable desire where you eat everything at once──── 「Fufufu, what's stored inside the box might not be only chocolate, you know?」 Translator notes: [1] "Mirage" is written with the kanji for "Shen" "emission/spirit/mind" and "building/tower", so mirages are "buildings created of what the Shen emits", I guess? [2] The narration was gonna say Tamatebako before it cut off.
Amidst the sea of concrete snow that the stage had become, egged on by Agnes’ unusual encore request that Metra had agreed to, the killing intent of the self-styled villain and master mixologist had won out against the comparable brutality of the affable mercenary who had tried to take his life with just as much brutality. The crowd, though annoyed by being utterly doused in carbonated everything, literally tossed around, literally watching their fellow partygoers exsanguinated and turned into meat puppets, did not allow it to ruin their fun, cheering on for Metra and her eclectic song choices. Agnes hopped off the makeshift surfboard he’d constructed, his opponent cut to pieces and speared and speared to hell, and it a testament to the sheer resilience of Guy-Manuel Mota that, even in such a gored, pulverized state, his opponent wondered if he was actually dead. Regardless, he wasn’t getting back up, or reassembling, or pulling any more surprises or attempts to play possum. Realizing that it was over, Agnes was shaking. Breathing heavily. Hints of tears started to form in his eyes… but before he had a chance to cry, he arched back, laughing into a sea of concrete snow. He’d won again. “There you go, Metra, your show is saved or whatever,” he said with a mocking flippancy as she left the crowd to meet him backstage, “and I didn’t even kill any of these guys who paid to see you… They’ll just have to deal with sticky-wet clothes and some broken limbs.” “Can’t believe this happened again… And I just had no choice but to keep singing and dancing.” Metra rubbed her hands on her arms, shaking her head. “I’m sick of this shit… I thought it was all almost over, but it’s just going to be forever in this city, huh?” “Probably,” Agnes said, still half-laughing through a strained face, “just a constant, encroaching wave of ‘despair’ every waking moment… Way I see it, either you ride that shit as far as you can, or you let yourself drown. Doesn’t make a difference to me which you do.” He glanced up at the ceiling then, cupping his hands. “Hey, fuckers! I won now! I beat the guy you sent! Get on the biggering or I’ll burn your casino down again!” The game had, in fact, been won, and Agnes and Metra were the first to start to be free of its grasp, along with the spiked and bloodied separated bits of Guy, still pulsating ambiguously. “He’s out for blood.” Tigran declared, warning the others Entertainment District highrollers observing, as he produced a deck of cards. “My Stand can’t hold him at that size much longer… But this whole place is about to be flooded with people, too. Duck into somewhere, and get away in the confusion.” He spoke authoritatively, and even his sole superior, Fox, complied with his wishes after an urgent glance. “I… I’ll come for you! I promise I will!” Tigran didn’t hear much more of that, then, beyond the sounds of Pork Soda’s Stand cry amplified by sonic boosts courtesy of Metra Doria. He fought impressively with little more than a deck of cards, but even then, could only buy his friends the seconds they needed to get away, live to gamble another day. Tigran “Golden” Sins, User of ‘The Grid Retired! Face broken in nearly a dozen places by Agnes and TD/MD, the 48 year-old owner of Heartache Casino would be very quickly interned at Red Clay penitentiary, Metra insisting that her ally not kill him. As thousands of confused concertgoers suddenly grew to full size and began to flood the halls of the Alexander Dickinson Amphitheater, the rest of his accomplices were able to escape the authorities yet again. Despite his extremely infamous protectiveness towards his face, he almost seemed to wear the damage with pride, knowing that this time, it represented having allowed the only man he considered greater than himself to run free yet again. Red Clay Penitentiary - Industrial District “Well, well, well, isn’t this a small world now? Tigran Sins, now in my care… Certainly less of a looker than I’d heard.” A dark-wavy-haired twenty-something sat snickering in the warden’s big swivel-chair, clad in a sleeveless velvet minidress, what of her flesh was exposed covered in flickering tattoos resembling closed eyes, flanked by uncanny-looking guards. “You don’t know me, but I’ve certainly heard of you… Of how you treated someone I hold dear very cruelly. Don’t you understand we’re all Stand Users trying to live our best life, Mr. Golden? I’m not the one who hurt you and threw you in here, and you’re not the one who said that I needed to be kept half-starved at all times so I couldn’t create anything.” “Wh… Wait. Who the hell’re you?” “Did my sweetheart never mention me, or do you just not pay attention to anyone but you and yours?” She leaned forward, bridging her fingers together. “I’m Palmer. I was a drama teacher at a small-town high school, but they kept overfunding football, one thing led to another, and now… I’ve got some serious vision.” Tigran would be the last inmate admitted to Red Clay before a coup months in the making finally came to fruition. Hey, yeah, Palmer! Remember that fun NPC? She was dating Mr. Jones and killed four people for him! Anyway, yeah, adjacent to him, an all-out meanspirited brawl in a sewer is taking place, feat. two chaotic clowns and two very frustrated young women. What rotten luck this had been. That leak, now of all days, when Being So Normal, Cairo Satori’s pet project that they had been slaving away at ever since setting foot in this series, had the deals with the devil that it had been built upon from the very beginning exposed for the world to see, and the city, which had loved every second of it before, had now been divided sharply between the loyal fans remaining and those protesting the entire thing, demanding the resignation of their producer, the cancellation of a show which had been picked up by so many streaming platforms, had already begun to make so much for the people who had made a livelihood of it all. With the connection to Andrew Tiffany’s demise, even the oh-so-loyal Purple Flying Man resigned with only a short argument, and even the damage control removal of Caroline Jeffords, responsible for the worst of it, did little to contain the fact that Cairo knew about this, and Cairo allowed this to proceed nonetheless. What, were they going to just throw it all away at the last minute? Ruin lives, tank companies, get how many people laid off? All over the failures of those close to them? Of course not. “Cairo, dear,” the voice of that ever-troublesome producer, Million Dollars, muttered into a cell phone for them, “I’m going to need to go under the radar for awhile… People are beginning to look into my own affairs as well. But know that, as always, no matter what, you have my support. This show isn’t just a cash cow, Cairo… It’s an example. An example for the world to look to, and something for Stand Users to aspire to be better. I know you’re probably mad at us as well, but… You know that, don’t you?” “Dollars… You’ve got a lot of nerve, trying to plead with me right now,” Cairo answered, tense in what had been their green room, sitting in the mall their producer had owned, “we definitely need to talk about our future… But we need to have one, too. Of course the show must go on… Nothing’s gonna jeopardize that!” Free Viper Strip Mall, Suburban District In recent times, the atmosphere at Free Viper was… somewhat dire. In fact, it had been on a rapid decline since that fateful day a couple months ago when Bert hijacked a ritual meant to challenge fate and did so, while murdering tens of thousands of people and injuring far more than that at the same time. Actually, Black Knight Penitentiary Album’s death and the realization that Remix was a serial killer came before that and weren’t very uplifting either, but what Bert did was somewhat hard to top. Either way, the realization that he found one of the most morally bankrupt groups of people to team up with in Los Fortuna was one that Arthur Lifeson had reached not too long ago, and though it was somewhat of a painful thing to come to terms with, he had no choice but to do so and simply carry on. Bert had died, and the least Arthur could do from here on out would be to do his best to assist the city of Los Fortuna and bring justice to those who deserved it. The city certainly needed it, given all that was occurring right now. For all the time Arthur spent in the city, he hadn’t gotten enough of note done yet… but that was soon to change. He had a plan in mind, one that would help keep the city and the world of stand users as a whole from devolving into further chaos. Before he could put it in place, however, he’d have to get some help. Los Fortuna Shopping District, Sweet FA Mall - The Next Day Nix Ripa had been in this city for months now, and in that time, all he had done was tear down walls, break buildings, break people who had dared to step all over the safety of others, of those too weak to bend fate to their whims. It was despicable to him, and the icy Stand User was seething with hot rage. Those without the power to change the world themselves were pitiable, in their ways, yet at once, he knew they were not above help… That they needed to be driven higher, reach for the stars rather than wave to the heroes they saw in them! When Arthur Lifeson discovered and contacted him, he did not hesitate to make his way to the megamall in which this was all set to culminate. Rather than in the comfortable solitude of the Black Hill Estate, where he could train without disruption, he’d even spent the night in an alley nearby, wanting to be able to spring out first thing in the morning! When he did, then, as if on schedule, the older bearded man who had requested his help stood at the foot of Sweet FA, looking himself quite regal with that increasingly modified Medieval Times getup. “Sir Ripa… It is an honor to meet in person, with yet another warrior of great acclaim.” “Heh… I’ve seen you around,” Nix answered, stretching off the sleeping-on-a-dumpster aches and forcing out his hand, which Arthur, in turn, grabbed firmly, the pair locking fingers tightly and staring one another down intensely. “Did a damn fine number on those guys at this very mall awhile back… And it takes some guts to drive out into the Middle Finger for any reason! The mountains are where I do my most intense training of all!” “Aye, I regrettably was fooled into following the glorious allure of Being So Normal… I lack even your good reason, of how you and your fallen brother-in-arms, Sir Rains, apprehended a true villain in the process of this fight, and even a black knight who would have put a past companion of mine to shame with her depravity.” He looked towards the space and shuddered. “The show, it refused to show the truth, but the wounds from that grueling battle, the burns… They were excruciating. That witch Jeffords, nothing she’s touched can be trusted as a truth to show the world.” “So we’re in agreement then!” Nix said, finally letting the handshake go as Arthur’s hand began to grow numb, rolling his arms around and turning to face Sweet FA. “I looked into this place, their mission statement, their show, their producer… Set a good example my ass! They just want the whole damn world to think there’s nothing better than being a Stand User! That the ground we walk on should be kissed just for what we’ve got! Well… I’m no goddamn celebrity!” “Heavy is the head that wears the crown,” Arthur agreed, “and this mockery… It will not do good for the world to learn of us this way. A knight’s honor is not something we seek for glory, for congratulation, but because there is no greater purpose than to slay evil, to protect those who cannot for themselves!” “Heh… I like you. After this, we’re sparring ‘til one of us can’t move!” Nix led the way in there, then, Arthur feeling pause for a moment at the sheer intensity of his companion. This was not of fear, however, or of a sudden feeling of inadequacy at someone so much younger, yet so much more driven than him. Nay, he had been filled with more righteous determination than ever, and with a battle cry that led to a family with two kids in a stroller staring his way, he ran in after him! … … As soon as they reached the main foyer of the mall, both of them realized, in tandem, and Nix spoke first, “…this place is huge as hell! Where do we even go to smash shit up?” “I… That. That is a good point! Perhaps we should conduct a map kiosk, one which says ‘you are here!’ Ugh, those are always a pain to read…” “I’ll help you.” Both turned, then, to see a very fashionable teenager, clad in a purple aviator cap and goggles, slim and bearing a dour expression on his face. All who had hung around Cairo would recognize the Purple Flying Man from someplace or another, as well as all the extremely online and influencer-following of Los Fortuna. “This show… They’ve done so much to capitalize on my uncle’s death. They’ve actively stopped the truth of whatever might have happened to him from being investigated with their frameup… And this conflict, I have lost two of my brothers to it all over again.” He paused, then, and the two men seemed to trust him. “You won’t be able to erase the show completely… It’s already had a limited run in this city. But masters, extra footage, content they were going to actually send out… There’s a storage space nearby… Most of the show’s data is backed up, of course, but that’s where everything is being saved. If your wish is to sabotage Being So Normal, to ruin its international release before it can cause any more harm to the outside world, that is where you go.” “So you’ve had a change of heart yourself… I am thankful to hear that, Purple One…” Arthur snapped his fingers, then, as if remembering his name. “Right, now I remember! ‘Afton,’ wasn’t it?” Purple’s face faulted. “Erm… N-no, eheh. It, uh… It wasn’t that. I haven’t been anything but ‘Purple’ for a very long time.” “No matter what you’re called, an enemy of this show’s from within is just what we need to make this a little less of a pain in the ass!” Nix declared. “Lead the way!” A Series of Backstage Halls Deep Within Sweet FA Acrobatic and stealthy as he was, after leading the way in for those who had sought out this quest to begin with, Purple hurried along deeper inward, well aware that it was likely this place would not be unguarded, and meaning to scout ahead, maybe even fight a bit if he absolutely needed to. He really, really did not want to, and so far, it wasn’t reassuring to him that nobody had interrupted them. No show staff, no Stand Users, not even some rent-a-cop had yet gotten into the way of this. As he made his way to a security room, quietly bemoaning the fact that he would never live down infiltrating a security room with that damned nickname Bad Apples had given him, his worst fears were confirmed. His friend, his confidante, Cairo Satori was sitting in a swivel chair, watching screens displaying the entire mall and idly leaning their head into a metal baseball bat. “Purp…” They spoke up without even turning to face him. “Wasn’t expecting to see you again so soon! I mean, with everywhere you’ve blocked me, privated your accounts… I was under the impression you needed some time away from the show.” Purple hopped down, then, walking closer towards the chair, clearing his throat and pondering his words clearly. “The show needs time away from the show, Cairo… You know damn well why I brought myself back. Come on. You know this isn’t right… It doesn’t have to be this, and even just delaying could save-” “Delay, huh?” They stood, twirling that bat they’d always carried around. It didn’t worry Purple. He’d never seen them actually using it. “C’mon… You know it’s not that simple, buddy. I’m just trying to make sure everyone has a good time… Already, I’m cutting toxic people out of the show! Even when they’ll make it harder to make anything going forward, Caroline is gone! I’ll keep that producer on a really short leash! I am doing everything in my power to make sure that this goes well… C’mon, can’t you look on the bright side?” “You… You already know my answer to that. You’ve betrayed my trust, Cairo. The trust of my uncle, of everyone you’ve worked with… Of this whole city!” He shifted in place, then, becoming a much more avian humanoid figure with its pose. “I am its lavender courage, and I am your friend! And as both, I cannot abide by-” Cairo swang their bat, and as they did, the arms of a Stand emerged from their own hand and struck it as well, multiple times in quick succession. By the time the bat impacted Purple, it was with enough force for the deeply resilient eternally-young ghost to be sent hurtling towards a wall, literally impacting it hard enough to leave an impression in its form, embedded and unconscious in a single swing. He was alive, and would walk this off, but he wouldn’t be getting back up today. “Sorry ‘bout that,” they said, standing with the bat over their shoulder, ‘Peach Pit’ manifesting more fully by their side (drawn by the artist Boy George, as usual), “but I can tell we don’t have time to chat… I’ll send you a gift basket from the launch party, yeah?” Then, their attention turned towards the others on the security room screens, addressing their Stand in the meantime, “uh, hey, Peach…” “I’m on it,” the Stand answered, “Arthur Lifeson and Nix Ripa… I’m excited for this, honestly.” “And you don’t need to know that I am to, honestly…” Cairo moved to press the intercom button. “I heard violence!” Nix called out, balling his fists. “Purple found someone!” He began to rush forward, then, Arthur preparing to make a blade, only to be stopped by the crackling of an intercom button. “Hello again! Wow, it really isn’t all that often that Being So Normal has repeat appearances, but that’s, what, twice in this promotional cycle alone?” Cairo’s voice rang through, then, and they continued, “I figured we’d see some trouble here, so I gave most of staff the day off… I knew it’d be types like you two who showed up, and honestly, I gotta say, despite the circumstances, I’m a bit psyched!” “Cairo Satori!” Arthur spoke up then, waving his hands. “Put this madness to a close, before I have to put you to my blade! You need not fall victim to this any longer… To fight us is a waste of time!” “Well, I’ve got time to kill, and nobody to talk to, now that my friend’s taking a bit of a nap. And besides, you think I’m gonna just let you destroy everything we’ve been working to build up because you don’t like a couple of the crew members? C’mon, have a reality check here! No way I’m gonna allow that… Especially not right now! Look, why not come talk to me after I’ve completely closed this Netflix deal?” There was silence, then, and then they spoke up again. “Oh, who am I kidding? We both know that this is only gonna end one way! If you wanna stop me from sending this show out for the whole world to know and love, and not just be another little piece of Los Fortuna’s super storied, super amazing history, then STOP me! I’m already sending Peach your way, and there’s no way the two of us will just get walked all over!” Arthur shut his eyes in frustration, but Nix shook his shoulder. “We knew from the start it’d come to this. C’mon… Any more talking this through will be a waste of all our breaths.” “Yeah! This pre-battle stuff goes on way too long, I swear! So much to cut down in post without missing the meat of it… But enough talking shop, yeah? Let’s get to what we’re here for… You wanna say it with me? …no? Okay, suit yourself!” “OPEN THE GAME!” Location: A hallway to several storage rooms in Sweet FA Mall. The area here is 40 by 80 meters with each tile being 2.5 by 2.5 meters. The white tiles are completely out of bounds for this match. The light magenta tiles are the main hallway, the purple tiles are side hallways, and the red tiles are the rooms. Each room has a number associated with it for convenience, as shown by the purple numbers. The ceiling is 8 meters tall. The doorways are denoted by the dotted lines between the rooms and hallways. The players start at the left end of the hallway and Cairo starts in the security room (room 5) to the right of the bottom center. Cairo’s Stand starts in the middle of the main hallway. The grey X marked circles are security cameras on the ceiling that connect to the monitors that are represented by the yellow notched rectangles in room 5. The light blue rectangles in the main hallway are 4 meter tall metal shelves that house stage set up equipment such as stepladders, light fixtures, microphones, extension cables, construction tools, and anything else needed to set up or tear down a stage. All shelves are bolted to the ground. The yellow stars are disks, tapes, harddrives and other recordings of the footage shot by Cairo’s show. The walls are drywall while the floor is ceramic tiled. Now onto the different rooms:
Room 1: Contains racks and cardboard bins of merchandise. The brown rectangles are cardboard bins of plushies and hats. The red circles are racks of clothing merchandise.
Room 2: Contains a mountain of chairs and other furniture within a 5 meter tall metal storage fence as represented by the light blue rectangle and the junk inside it. Each side of the fence has a chain locked door.
Room 3: Contains various cooking appliances and peripherals. The white rectangles are 4 meter tall metal storage shelves and the magenta rectangles are 5 meter tall metal storage containers. Basically any appliance that doesn’t fit on a shelf is put into one of the three containers.
Room 4: Contains two long tables as represented by the grey L-shaped rectangles. On these tables are neatly laid out items that were used in Round 2 Match 4, this means Riot Shields, Fireworks Cannons, Magnetic Ray Guns, Grappling Hook Guns, smoke bombs, Tar filled paintball guns, mannequins, body armor, skateboards, net launchers, fire extinguishers, step ladders, marbles, bowling balls, trampolines, shovels, steel chairs, and blankets. Only the crystal ball is missing. The blue circle is a barrel of fencing foils and the yellow rectangle is a banged up motorcycle that while not completely totaled is in pretty bad shape.
Room 5: The security room. It is rather bare, only housing the monitors set-ups to the security cameras and three swivel chairs to go with them.
Goal: RETIRE your opponents! Additional Information: As a reminder, White Tile areas are out-of-bounds for this match. If you willingly traverse through them you will be retired by a pair of mall cops. Here is a shortened version of Cairo’s character sheet with all relevant information, the full sheet is linked below Name: Cairo Satori Age: 21 Gender: None, whose business is that anyways? Species: Human Occupation: Beloved Media Icon Equipment: The newest smartphone, two sets of wireless earbuds for communicating directly with [Peach Pit] quietly, a bag of weed mints, and a baseball bat. User Stats: Strength: 3 (Too much effort to get properly strong- Cairo can throw as much effort into a hit as they need to in order to finish someone off after being brought to near-retirement by [Peach Pit], and that’s about the maximum they need.) Agility: 2 (Never had to run after or from anything.) Endurance: 2 (Not one to hold up under sustained pressure for very long, hoping to duck back from any conflicts except where absolutely necessary.) Conduction: 2 (Able to personally carry their Stand’s damaging energy through them, and has a general knowledge of how to apply it.) Vibing: 3 (It's for vibe checks- the necessity of finishing an opponent off personally, in a fast and hard strike. The full force of their strength, loaded into one moment rather than a series of fests. Also, they do have good vibes.) Stand Name: [Peach Pit] Stand Appearance: On the bulkier side of stand builds, Peach Pit has some resemblance to a knight in plate armor- big, dark metallic pauldrons, a chestplate, an assortment of straps and buckles, etc. The surface of the stand looks very much like a sunset with its colors flipped around. Its face is smooth except for a simple minimalist icon of the sun, and the rest of the head is mostly covered by a knight's helmet as well. A gradient of sorts goes from the head of the stand down to its armored feet, starting with an orange-red and ending in black with white specks like stars in the night sky. About/Oddities: The stand is dangerous, outright. The manifestation of an incredible will for a very specific life gave it incredibly high offensive might, and although Cairo has depleted its very low ‘potential,’ nothing else has decreased in the slightest. Additionally, [Peach Pit] is sentient, and thinks of itself as a close friend and bodyguard to Cairo. Despite being able to dish out high damage, it is very much a friendly, calm and collected individual, having respect even for those it has to fight. As such, [Peach Pit] leaves RETIRING opponents up to its user completely. An enemy can be beaten down, but will still be able to pull together and carry on albeit impeded until Cairo personally finishes them off. This isn't simply a choice- if instructed to keep pressure on an opponent who's down but not out, its strikes can indefinitely inflict serious pain and yet never be quite enough to injure a foe to the point where they're considered RETIRED. Due to the bold weakness in this, for how combat inefficient and easily hurt its user is, Peach doesn't have full damage transference. Instead, it can be destroyed repeatedly- Cairo takes one instance of C power damage upon its destruction, and it can be resummoned from Cairo's position after ten seconds. Peach's presenting identity has been influenced by Cairo's insistence against defining things that way, to the point of being comfortably seen subjectively as anything. Peach will respond to any pronouns without questioning it. Stand Stats: Power: A(The stand can exert a great amount of power in its attacks) Speed: A (Its movements are very fast and its attacks can travel just as quickly) Range: B (50 meters) Durability: E (Subpar durability, however when destroyed the user takes C power damage and the stand can be summoned back to Cairo’s side after 10 seconds.) Precision: C (Generally decent in its movements, but its projectile attacks only move in a straight line once fired and can only be stored within conductive materials. In non-conductive materials it would keep traveling) Ability: Peach Pit lacks a complex ability, as far as one would expect. Rather than intricate effects, its hits themselves can simply be conducted through material similarly the way that electricity does, with distinct variation based on the conductivity of the material. Within conductive material, damage is stored up much like a battery - the moment someone touches the "battery", the damage transfers directly to it on the point of contact. This means that if Peach were to punch a metal rod and someone were to touch it, they would feel the full brunt of Peach's attack the moment they do so. A battery remains charged for up to fifteen seconds, and at any point if it hasn’t been touched and discharged already, Cairo can pick any direction from where the battery is in contact with non-conductive materials to activate the next type of attack. Within non-conductive material, either deployed through battery or direct strike, damage "travels", moving forwards in a straight line at A speed in the same direction it came from. This wave of damage can be seen as it travels, with slight shimmers of light and a crackling sound emanating from where it's currently positioned. Damage cannot travel further than B range from Cairo.
“The thing in Hayato's hand was definitely a handy cam. It doesn't seem to be in this room right now...” This show is a sweet-sounding idea, but it’s so corrupt to its core that you can’t allow it to spread any further than it has. Destroy as many physical backings of the recordings Cairo has made for their show as you can over the course of your strat!
“I even took a video of the cat-like plant you've got in the attic!” This show… You know it’s been an unsavory road, one you wish you could have managed differently, but the good it can do, the way the world might finally begin to understand the ugly and wonderful truths of Stand Users and appreciate them more as a part of their lives… You will celebrate that. Take creative inspiration from actions that took place in matches related officially to ‘Being So Normal!’ That is to say, these 5 matches, R1M5,R1M23,R1M29,R2M4, and R3M8!
Link to the Official Player Spreadsheet Link to Match Schedule As always, if you would like to interact with the tournament community and be among the first to get updates for the tournament, please feel free to PM a member of our Judge staff for an invite to our Official Discord Server!
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