ABOUT THIS EPISODE
In this episode of Macro, Micro and Small Cap News for Saturday, 15th August 2026, we examine major macro developments and take a deep dive into UK-listed video game publisher Everplay Group plc (AIM: #EVPL) following the launch of their flagship title.
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Macro News & Market Round-up:
Auto industry pressure on electric vehicle targets.
US updates on tariffs and global trade routes.
Wild swings in South Korea's KOSPI index driven by heavy semiconductor weightings.
Frasers Group acquiring Harvey Nichols.
NOAA's forecast regarding an intensifying Super El Niño event.
- Company in Focus: Everplay Group plc (AIM: #EVPL)
Strong Launch Data: Reviewing real-time SteamDB metrics for Hell Let Loose: Vietnam, which hit 30,614 concurrent players on day one (+43% over the original game's peak) and reached #2 in Global Top Sellers.
100% Owned First-Party IP: Capturing full publisher net revenue without third-party royalty drag.
5 Investment Catalysts: Margin expansion from owned IP, multi-year DLC monetisation potential, normalizing development spend driving free cash flow, a robust balance sheet with £60m–£65m net cash, and an attractive valuation discount.
- Special Summer Discount: Reminder to use code POD40 at Sharepickers.com before 31st August 2026 for 40% off membership.
