Companies / GBG
LONGB Group plc (GBG) in our theses
GB Group plc appears in one of our theses. Below is why it entered the basket and how it has done since publication.
Meta's $18bn settlement puts a price on not knowing a user's age, and the whole internet now has to buy the check
An $18bn child safety settlement reprices unknown-age users for every platform, and accredited age assurance vendors get paid by the check.
Why this company: Runs the age and identity checks behind UK online gambling and owns IDology and Acuant in the US, so it is one of the few listed vendors already accredited on both sides of the Atlantic for per check volume.
Where these numbers come from
The reference price is recorded on the thesis publication date and never changed afterwards. The current price is refreshed several times a day. Returns are in the listing currency and exclude dividends, so for dividend payers the real total return was somewhat higher.
This is not a recommendation to buy or sell. A company enters a basket as a beneficiary of the mechanism described in the thesis, and the full argument is on each thesis page.
See all of our theses
Each with a publication date, a causal map and a score assigned before the market ruled.
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