As Versus Systems (VS & VSSYW) rises in price, more and more people are beginning to realize just how disruptive their technology is, this is a small sampling of some research to help those just starting out in their VS DD.
Versus Nasdaq imposed mandatory quiet period ends February 16, 2021.
Some reasons why VS will be successful in 2021:
Versus Systems Advertising is form of behavior modification. Versus Systems (VS: CSE) is a disruptive form of advertising. Or maybe, more correctly, an alternative to advertising in order to disrupt human behavior (i.e., get traffic into your brick and mortar store or onto your website). It’s a stark alternative and a direct competitor to the imbedded ads you see on YouTube and other streaming services.
They are a software company that imbeds a rewards program into third party gaming platforms. They have dozens of patents and patents pending since they’ve been working on this project for 4 years or so now. They have significant revenue but are not in the black yet. I was invited by a friend to listen in on a conference call with some of VS’s management and directors. This included Matt Pierce (CEO), Keyvan Peymani ((Executive Chairman and ex- of Amazon, Disney, Warner, Netflix, and Salem Partners) and Brian Tingle (Director and ex- of Ryland Oil and Rainy River).
As gamers achieve milestones (e.g., hours played in a day or week, achieving higher levels within the game or winning an online session), they earn reward points that are stored in their mobile devices or computers. These points are redeemed for coupons for items or cash cards from local retailers that demographically targeted to the gamers that are redeeming points. The premise is, and research backs it, that users of streaming services, online games, etc. are highly more likely to go to an advertisers website or store when they earn redeemable rewards points than they are when they are forced to watch a quick ad they don’t want to view.
Some examples are: · Rewards points from a Daytona 500 racing game are redeemed for merchandise or gift cards at Bass Pro Shops (specifically valid within 15 km of the winner). · Reward points earners of a game with demographics having males 20-30 were redeemable for a free cheese stick White Castle Restaurants (US burger restaurant) for a free cheese stick. Prizes were provided free by the restaurant. Cheese sticks are ridiculously cheap to make but redeemers of the targeted prize were easily upsold to add a burger and a coke. White Castle noted a ~35% redemption rate of the rewards vouchers vs less than a half of 1% to mail delivered generally-targeted coupons (old school and expensive but not effective). This costs White Castle a cheese doodle and 50 cents for each redemption for the promo. 50 cents for each redemption goes to VS and the gaming company. Split 2/3 to VS and 1/3 to the gaming company.
Another online gaming platform offered VS-based reward points for $50 gift card redemption at stores of a pet supply chain. VS fee for the redemption of a $50 gift card was $7.50. Again, split 2/3 to VS and 1/3 to the gaming platform. Reward point redemption fees are split with the gaming platform or other types of third party entertainment providers based on who generates the lead to the prize. In the above cases, it was VS.
A split the other way is their recently-released deal with HP and HP’s Omen systems. Redemption for HP stuff will be weighted to HP. They are broadening their scope to live events. For example: Instead of one fan playing for the free pizza during a game break when the 3 pizza boxes are scrambled on the Jumbotron and one selected fan tries to pick which box has the pizza for a $50 or $100 gift card from the pizza shop. All fans with the Habs team app (lets use the Habs as an example) can play along at Bell Centre through that Habs app. All mobile users who used the app to correctly guess which box has the pizza will receive a redemption code sent right to their mobile devices. It’ll likely be for a free small menu item or some type of discount. Sports fans are a good target for a post game pizza or pizza any day for that matter.
The split on restaurant chain’s redemption costs would be 2/3 to VS and 12/3 to the Habs club. Unless, the sports club already has an advertising deal with that restaurant chain. The club will get the larger portion of the split which is fine since they did already the work marketing-wise. Or if you have the TSN, ESPN or Sportsnet Apps, you can follow along on live TV and answer trivia or answer predictive questions (Who will score the first power play goal? Which second line will outscore the other second line?) for rewards points that are targeted for the demographics watching sports. Same for the Emmy’s, Grammy’s, Oscars,
Look at their management and Board of Directors https://www.versussystems.com/about-index/#board
@Yqr - January 26, 2021 conference call with management. While no revenue data has been announced by HP for the Omen platform, they are very happy with it and say that it is going very well and revenues are accelerating. VS believes that with what they have coming in other contracts, HP revenues will be less than 10% of their total revenues by the end of 2021. That total revenue could possibly be $40 to 50 Million in 2021. Their initial China marketing data looks very good and they are hoping for an extensive update within a few months.
On pages 8 & 9 and then also repeated on page 42 of the 170 page, January 19, 2021 SEC document, it reads: At the same time, we are also working to make our tools easier for prizing partners to use - including building functionality for businesses that use e-commerce platforms such as the Shopify platform.January 27, 2021 Shopify
Shopify Has Yet to Tap Its Massive Addressable Market https://www.nasdaq.com/articles/shopify-has-yet-to-tap-its-massive-addressable-market-2021-01-27
It also states: The current engineering roadmap includes additional support for the tens of millions of console gaming systems like the new Xbox and PlayStation consoles.
https://www.shortablestocks.com/?VS No shares available for shorting
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According to Ehsan, the man who put many of us in front of VS and has incredible abilities at picking successful companies through careful and extensive due diligence including meetings with management and also makes himself available to shareholders questions, advises the following:
“VS's leadership team is hands down one of the best of any company in Canada or the US.”
“There is an opportunity for Major League sports teams to increase their advertisement revenues by engaging VS/Sparx partnership. From a marketing perspective, this will also serve to get many many more eyes on VS.”
“I can tell you about what I have control over which is the fact that I will be busting my a@@ off working with them to ensure to increase their deals and revenues over the next year.”
“I think their revenue is going to significantly increase by the virtue of being rolled out on more HP products and Sparx deal is actually a decent deal. I do think they will for sure be more deals! I’d be interested to see how much attention they get over the next few months from tech specific funds in the us by the virtue of being listed on Nasdaq.”
“I am intimately aware of the company's tech and speak to the CEO regularly. What I like? Their tech is as good as it gets when it comes to promotion/reward base tech. It is applicable to be used on many many different platforms. For example if you look at a company like Trade Desk. Trading at 43 billion market cap. They have been around for a long time and have $0.5B revenues however my unbiased opinion is that Versus's tech is more comprehensive than theirs. This is by no means me saying Versus is going to be $43B markets cap in the immediate future. However it demonstrates a decent understanding of value of tech in this sector. The board is probably the smartest I’ve dealt with. Keyvan Peymani is an absolute rock star. He was basically the CMO of amazon AWS during its early days. If you need more in-depth analysis of their tech I would be happy to provide it.”
Dec 10, 2020 “I know there is a lot of work being done in the background on the project. The potential remains to be massive. Being a new concept it will take a bit of time to set up the foundation of it. I guess in summary there is a lot of foundational work being done and I really hope we begin to see the tangible gains Q1 of 2021.”
January 26, 2021 - Rewarded Video is the way of the future for advertising
https://venturebeat.com/2021/01/26/why-rewarded-video-is-overtaking-iap-for-mobile-developers/
Versus Systems Investor Presentation Deck December 2020
https://d1io3yog0oux5.cloudfront.net/_9ccc2cf05546967fcb029ca1986b2d23/versussystems/db/1087/9654/pdf/Versus+Investor+Deck+12.11.2020.pdf
Notable recent events: Wasatch Global takes entire Public Offering for $11 Million (IPO Closed Jan 21, 2021)
https://ir.versussystems.com/news-events/press-releases/detail/117/versus-systems-inc-announces-closing-of-11-0-million
About Wasatch Global Investors: Wasatch had $32.3 billion in assets under management as of December 31, 2020 https://wasatchglobal.com/
Getting attention from the Redditors:
https://www.reddit.com/r/StockMarket/comments/ldb25p/versus_vs_goes_to_the_super_bowl_with_kill_cliff/
VERSUS SYSTEMS VIDEOS:
December 17, 2020 How to create a VS Rewards campaign
https://www.youtube.com/watch?v=-C8bElZkCXE
November 6, 2020 Versus Systems (VS.C) scores big with proprietary gamified promotions engine
https://www.youtube.com/watch?v=ypcz1esa7BY&ab_channel=EQUITY.GURU
August 3, 2020 With Versus Systems, you can win real rewards just for completing simple actions inside any app, game or content platform. Developers see higher app retention, advertisers experience higher conversion and brand recall and players experience more fun from the apps they already love.
https://www.youtube.com/watch?v=Q2Tny-PtGxs
July 17, 2020 VS. A platform that allows gamers to win real world prizes.
https://www.youtube.com/watch?v=yWPuWA8SmSU
July 13, 2020 - Versus Systems, A Symbiotic Commerce Arcade Changing The Gaming Industry
https://www.youtube.com/watch?v=e-t6vAmLoX8
June 30, 2020 Versus Systems feels the power of partnerships can lead them into the future of revenue growth
https://www.youtube.com/watch?v=RTLnLmniFIQ
June 4, 2020- CEO Mathew Pierce Versus Systems looking for venue growth through partnerships in the U.S. and Asia https://www.youtube.com/watch?v=lVsQ_EZdhZs&t=95s
June 12, 2020 This week on TGSR: Jeremy Szafron speaks with Keyvan Peymani, a veteran in the tech space, about Versus Systems (CSE: VS) Versus is creating a paradigm shift in the advertising space, gaining the attraction of large companies like their latest partner, Hewlett Packard. (VS issued news about HP on 05/28/2020) Keyvan speaks about his past career with Amazon, Netflix and many other game-changing companies- experience that gives him a huge advantage in the space. Yat Siu of Animoca also joins us from Hong Kong via Zoom to talk about their partnership in the largest gaming market in the world.
https://www.youtube.com/watch?v=O6QdGzLklkU&t=52s
March 20, 2020 - Investor Relations - Versus Systems PR
https://www.youtube.com/watch?v=FWxW9zvqVk8
December 16, 2019 OMEN Rewards powered by Versus Systems
https://www.youtube.com/watch?v=8HfNt8mG_pE
December 10, 2019 - Versus Systems sign deal to use technology in HP computers
https://www.youtube.com/watch?v=J-gl_5WmsKI
July 5, 2019 https://www.youtube.com/watch?v=7mqMb5eqEGQ
July 5, 2019 https://www.youtube.com/watch?v=PfXsPlP1Bis
October 9, 2018 - Versus Systems Employee Reviews - Q3 2018
https://www.youtube.com/watch?v=t339V3PZ-68
October 7, 2018 – VS in Minecraft
https://www.youtube.com/watch?v=K7BbVzfU4_c
September 9, 2018 Versus System in League of Legends Moovly
https://www.youtube.com/watch?v=A44kWzCxZ2A