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The Bogdan Problem Subreddit

BogdanProblem is a subreddit for GTA Online players to find partners to grind the Doomsday Act 2 heist with. All platforms are welcomed. Note that scamming will result in a ban. - A list of scammers is available in the sidebar and menu tab. - Also, NEW ACCOUNTS < 30 DAYS OLD HOST FIRST. This is to prevent potential scammers using alternative accounts.
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After GME I finally understand Bitcoin

The /wallstreetbets GME retail investors vs the 0.1% situation has lead me to a place of clarity. The game is rigged, and the owners of the system will react with haste and break any laws they must to protect their cartel. For those not following the event
- Retail investors, realised the shares of GME and some other companies were heavily shorted and in short supply, so they started buying in the hope of forcing a short squeeze (whereby the holder of the shorts will then have to buy more stock to cover their shorts, sending the price through the roof, an example is Volkswagen [VW] in the 2000's). This is perfectly legal.
- the plan worked, GME went from $2 to $470 in a short space of time.
- Melvin Capital, a Hedge fund took a massive (likely $6 billion) short position in GME and faced closure if the bet went against them, they were losing money at a fast rate and got a bail out last week by other wall street Hedge funds.
- Melvin Capital then went on CNBC and other networks to reveal they had closed their short positions, it's highly unlikely as the options volume did not back up their claim, they were simply spreading disinformation, again this is perfectly legal
- the retail investors at /wallstreetbets simply would not give up, they kept buying, the end goal could have seen the stock reach $5K based on the VW scenario.
- the 0.1% moved to then protect the 0.1% from losing money by using the stock brokerages they own or control(Robinhood, TD, IB and all the other big players) to firstly prevent the retail investors buying more stock, you could simply not buy these stocks, you could only sell, some companies even forcibly closed down open options positons even in the absense of margin calls, so your account is in good standing with enough liquidity and they decide which stock you can have and which you can not, in this time big institutions are allowed to buy as much of this stock as they desire, just the retail traders are locked out of the casino. This is highly illegal and known as market manipulation, it also flies in the face of the idea that we have a free market.
- people like AOC, Elon Musk, Chamath have all come out on the site of the retail traders at /wallstreetbets
- Interactive Brokers chairman and founder Thomas Peterffy goes on CNBC’s “Closing Bell” an is literally weeping, explaining he feels hurt that his large, moneyed 0.1% friends are losing money due to the retail investors, oh the horror, how can these small investors make my friends lose money? Don't they know the implications of their actions? The horror.
The guys at /wallstreetbets simply did not understand that in our world only old money gets to make real money, the little guy must be shut down and should never have a slice of the action, all he gets is inflation and a 9 to 5 job, plus side hustle if he/she's lucky. If the little guy ever finds a way to gain an advantage the loophole is quickly closed.
- the SEC Chair then threatens to investigate the redditors on /wallstreetbets by tracking down their IP numbers with the help of reddit
- The /wallstreetbets discord server is banned.
All the years I talked trash about bitcoin, I apologise, now I genuinely understand the value of having a system not controlled by the government, where they can not on a whim decide to inflate the money supply and bail out their friends, while you carry the load in the form of additional taxes and inflation.
submitted by Warhammer100K to Bitcoin [link] [comments]

Official Cayo Perico Heist DLC Megathread!

NEW TRAILER RELEASED ON DECEMBER 9TH!

Well, it's here, the official, full length trailer for the new DLC.
Link to Newswire post.
" Cayo Perico is not only the nerve center of El Rubio’s drug empire, but the island also plays host to his other great love: marathon dance parties on golden beaches, where everyone from jetsetters and heiresses to legendary music producers gather to rave until the sun comes up.
But away from the beach’s earthly delights lies an untold fortune in art, gold and drug money, scattered across the island. It’s the score of a lifetime for those who can find a way in.
The Cayo Perico Heist is the biggest GTA Online adventure ever and will be available on December 15th. Stay tuned for more details, and check out the lineup for The Music Locker, Los Santos’ hottest new underground club that’s opening soon."

Information released on new radio stations and artists on December 10th!

Link to Newswire post
"Alongside the grand opening of The Music Locker and its new slate of resident DJs, GTA Online’s musical universe further expands at the launch of The Cayo Perico Heist with the addition of three new radio stations, as well as brand new mixes arriving on hit stations FlyLo FM and Worldwide FM, for a whopping total of over 250 new tracks, making this the biggest ever musical update to GTA Online."

Link to Discussion Thread on the New Dance Club

Link to the Tweet
Link to Newswire Article

We will be restricting all discussions of this DLC here, so as not to flood the sub with repetitive posts.

Other important links:
Weekly Simple Question Thread
Weekly Update Thread
Wiki Guide Writers Needed!
NEW:
Upcoming Crew Event on December 15th!
Upcoming Charity Event!

Important information about gtaonline on the Cayo Perico DLC release day.

On December 15th we will be locking the sub, and all posts will have to be manually approved by the moderators. The reason is to control the flood of posts regarding the new DLC.
We will have a new Megathread up that morning for posts regarding the DLC, and most posts regarding the new DLC will be removed and directed to the Megathread.
The Megathread will be regularly updated throughout the morning of the DLC release with links to official information, and any important info on the DLC that comes out, like when the update is live for each platform, the payouts, vehicles, costs, etc... and may have a sticky post dedicated solely to the cost of the new vehicles, properties, etc...
Expect the lock-down of the sub to happen around, or slightly before, 5AM EST on the 15th.
We expect there to be hundreds of posts or more per hour that morning, so it may take the mods a bit of time to go through and approve posts that aren't DLC related, so we ask for some patience that day.


submitted by PapaXan to gtaonline [link] [comments]

$FUBO DD - Connecting the dots, this thing is going to be a MONSTER.

From u/heardme
Pretty sure most of you know $FUBO has been shorted like crazy since the news of their Victory acquisition. It shot up 33% with the news and has since lost most of those gains. I'm here to tell you why the shorts are wrong and why this is a MASSIVE opportunity for us.
First, I'd like to address the issue of profitability. It was founded in 2015and being a young, growing company and isn't profitable yet. To put things into perspective, even Netflix which was founded in 1997 wasn't profitable until 2003. Fubo has more competition today than Netflix did back then, but it's still growing rapidly.
Q3 Results: https://www.yahoo.com/now/fubotv-announces-q3-2020-results-210500756.html
Q4 Preliminary Results:
https://ir.fubo.tv/news/news-details/2021/fuboTV-Announces-Preliminary-Fourth-Quarter-2020-Revenue-and-Subscriber-Growth/default.aspx
It smashed its previous guidance because sports and normality are returning. Also note that Fubo was still growing rapidly during the pandemic despite the lack of sports which is its primary focus. This is huge and it will continue to grow faster as sports start to return to normal.
FUBO is estimated to announce earnings between Jan 25, 2021 and Feb 03, 2021

Most of us know that Fubo was opportunistically hit by short sellers (Kerrisdale/Rich Greendfield) as their lock up period expired. This made the stock tank considerably from it's high of $60. The short argument is that integrated sports betting is a pipe dream, and that its not profitable yet.
As mentioned earlier, it took Netflix a while to scale up and become profitable. At the rate Fubo is growing, they are going to be profitable sooner than later. This isn't even an argument to me, as they scale up a few things will happen:
- Customer acquisition costs will become a lower and lower percentage of revenue.
- Since they license their content, they need scale to turn those licensing costs to profit (just like Netflix did)
- More customers mean they can charge more for advertising. (More on this later)
Fubo very clearly addressed the issue of integrated sports betting with the acquisition of Vigtory. The bear thesis is weakening significantly. Almost nonexistent.


Now, on to the NBA:
https://www.forbes.com/sites/bethkindig/2021/12/31/fubotv-solid-positioning-for-sports-betting/?sh=5fadb7c69cb5
"Over the past few years, Sky Media led investment rounds in FuboTV along with Fox for a 39% stake. This investment round was increased in late 2017/early 2018 with Sky Media holding Board positions. The former NBA commissioner was also part of the last $15 million round. Media has gone through some very big M&A shifts at the top-level with Comcast acquiring Sky and Disney acquiring 21st Century Fox. However, for FuboTV’s formative years, the company was influenced by arguably the top sports betting company in the world – Sky Media from the UK. The Comcast-owned Sky Media is still a backer for FuboTV along with Disney."
David Stern, the late former NBA commissioner was involved in funding of Fubo. The current NBA commissioner Adam Silver worked extremely closely with his mentor. I've been a lifelong NBA fan and I had doubts in Adam Silver but I think he's done a fantastic job with the NBA.
Why am I bringing up the NBA?
https://www.casino.org/news/nba-considering-betting-broadcasts-could-help-draftkings/ (check the date of this and check the date of the Fubo Vigtory announcement)
People are missing some key elements to the NBA announcement: this announcement was made literally the DAY after the Fubo Victory acquisition. People are missing the link between the NBA and Fubo, let alone the timing. Fact check me, they were announced a day apart and Fubo is the ONLY company with plans of an integrated sports betting broadcast platform.
The NBA wants to get into this because they know viewers watch games for longer with sports betting and fantasy leagues (which is why I think they threw in DraftKings)


Now, lets look into two key acquisitions:
- Vigtory - Fubo acquired them and put their co-founder in charge of integrated sports betting along with their licenses and tech.
Balto - This one is another thing bears are missing. They claim this acquisition was to get into sports betting, it wasn't this was for their fantasy sports platform which Fubo is also planning on integrating.

Fubo is going to be an absolute monster going forward. It is trading at a discount thanks to shorts https://www.marketwatch.com/investing/stock/fubo
34m shares short, 62.5% of float shorted. This thing is PRIMED for an epic squeeze AND it's valued at a discount right now.
Since the Vigtory acquisition, new price targets came out ranging from $47 to $60.
Short term, I'm confident this thing will pop soon. It was hammered down after the Vigtory announcement by shorts, followed by a low volume selloff Friday. It's trading at imo, a massive discount right now.
Long term, this thing is shaping up to be a unique competitor in streaming/sports betting.

TL;DR - get in long, one way or another. Commons, LEAPS, anything... this thing is going to explode as we inch towards earnings (expected late January to mid-February). We got massive revenue growth, we have strong tailwinds with the return of sports, we have the NBA basically saying they're in as long as Fubo can execute.
submitted by alexl_4 to wallstreetbets [link] [comments]

GME Options Update: Melvin Put Positions and Volume

GME Options Update: Melvin Put Positions and Volume
TLDR: The shorts didn’t get out. Melvin Capital is only half out and there’s enough fuel to keep squeezing for days.
On Monday I wrote a DD on Melvin Capitals put positions being completely underwater and MM hedging, predicting upward pressure this week. Some of the math was skewed since I suck at coding but still correct enough. The top was blown off of short selling pressure and we rocketed to 91% intraday.

Price and Volume on 13 Jan 21
Volume
Total volume for today Jan 13th was 144,501,736, an insane 14x Avg. Vol. There was some fear going around that the massive volume of we saw today was all shorts covering and they are completely out. I believe that is quite wrong and would be surprised if +50% got out of the door. A wall of positive news came out regarding Ryan Cohen and the long term viability of the business. Telsey raised their rating to buy on Tuesday among others. Big buying blocks came from institutional investors and other hedge funds opening long positions. Other analysts were skeptical the price surge was primarily shorts covering.
Ihor Dusaniwsky, managing director of predictive analytics at S3 Partners
“There is a GameStop short squeeze, but no the squeeze is not the major force behind the price move,”
“We will not be seeing a massive drop in shares shorted over the next few days, more like a 10%-20% drop which would mean 7 to 14 million of shares covered, which is nowhere near the almost 70 million shares traded this morning”
A huge driver in the volume today was high frequency trading (HFT). These guys pay indexes for their order flow and front run orders to BTFD. They make millions of trades with algos faster than your FD's go to zero and make their tendies pennies at a time. With such volatile action HFT traders were certainly in the mix, front running orders and boosting liquidity. HFT doesn’t affect the actual number of Longs/Shorts since they never hold those positions in the books. They are mostly a non-factor but were padding the volume.
Options Activity

Price and Volume for GME 24 FD Puts on 13 Jan 21
Melvin began exiting their 51k 24 put contract midday after the price surged. Volume on 15 JAN 24 Puts which is entirely owned by Melvin capital started with a series of block orders followed by smaller lots and another block order to end the day. Through the day they closed 28,110 contracts at $0.5-0.8. Currently, some Ivy League cuck is looking at an overall P/L of -$45 MILLION on their puts alone. Carry on when you finish jerking off to that loss porn.


Guh
There are still 22,915 contracts left to be dumped so they're not done losing their shirts.
Delta Hedging
**Think about Delta as the chance an option goes ITM. Higher = closer to printing.
Market Makers aren't the Master Manipulator people make them out to be. They provide liquidity and write all these options. To avoid taking directional trades, they hedge their positions. This is called delta hedging. Delta*# of Contracts*100= shares needed long or short for neutral exposure. Every MM does this when you buy an option.
On Monday the Market Makers were net short due to outsized put volume. Overall MMs hedged delta exposure of about 1.4 Million shares short. A portion of the hedging is done through long OTM puts especially in a hard to borrow scenario for the stock.
After todays 60% rise, negative delta exposure went though the floor and positive exposure 🚀.

https://preview.redd.it/mbtwftlu9bb61.png?width=1556&format=png&auto=webp&s=691aedc57f91512859a831ac5c2790ba4e0f0729
Just to clarify, Market Makers will not and cannot buy 14 million shares and will have to hedge a portion with calls. However this change may be one of the greatest gamma squeezes of all time (Definition for unawares) This is the "top blowing off" that I speculated would happen. Calls that were 0 Delta are now 0.38 and some MM is buying 38 shares or a call to hedge. This pushes the price higher.
Shorts are still in
There is no feasible way for all 71 million shares to have been covered with such a small float. I believe the Short Selling Analysts estimate of 7-14 million shares covered. Other violent short squeezes took multiple sessions to settle with a smaller short interest. All of the shorts are deep in the red currently with GME at 5 year highs. I believe these catalysts could push GME far higher.
Positions
Shares and more shares. Some 1DTE calls since I haven’t yolod in awhile
IV is quite high but this is a Casino. Higher strike calls should be added too.
Shares are the most important. Lock up the float and set those GTC orders to $420.69
Obligatory 🚀🚀🌈🐻r fuk
submitted by StarSwitch to wallstreetbets [link] [comments]

Two-By-Two, Eyes-Of-Blue: Uncovering The Conspiracy And Future Expansions of 2077 - An Analysis of The Conspiracy, Clues, and Theories to the Future

I think we're all aware by now of the conspiracy that's building in the background of 2077. Most of us know about the mysterious Blue Eyes who appears in The Sun ending to the game. He operates as The Stinger of sorts for (that) ending of the game; He and V discuss a job vaguely alluded to through out the ending sequence and then the ending cuts to V in space charging off towards The Crystal Palace. Cue DLC Hook and credits.
But, let's go back here. This is only the tail end of the conspiracy and where it actually intersects with V's story. Blue Eyes (and some connections to him) crop up multiple times through out the game and, when pieced together, start building a larger picture that runs deeper into Night City than the pockets of most corporats.
I've finished my second playthrough of the game and I've been drafting this post as I play and find more clues. I doubt I'll find everything or might completely dismiss some, but I want to be on the front lines of uncovering this mystery, especially if this will be our Gaunter O'Dim for Cyberpunk 2077. I apologize for the length of this post ahead of time, but I need to summarize a bunch of lore and at least 4 major side-quests; "I Fought The Law", "Dream On", "Full Disclosure", and "The Prophet's Song".
Here's a long essay incoming, but I hope you chooms enjoy and I hope you read through to the end because, oh boy, I uncovered some cool shit!
So, who is Blue Eyes? Who are his contacts? What is his role in the ecosystem of this city?
"I FOUGHT THE LAW"
Let's start with where he most appears in the game; Jefferson and Elizabeth Peralez, political family in the running for Night City's first family. Which I kinda have to summarize their questlines, including the first one which Blue Eyes never appears in. But I'd prefer to go in chronological order and not jump around, so stick with me.
Elizabeth first contacts you for the job "I Fought The Law". It's fairly basic, but the quest tells us she convinced her husband to hire V to look into the recent death of Mayor Rhyne. We get a BD of a cyberpsycho attack by Peter Horvath on Mayor Rhyne. Weldon Holt leaves the room before the attack and then the security gate crashes right before Peter walks in with billions of eddies worth of chrome. The attack is unsuccessful and stopped by Detective River Ward, who was only there because Peter went missing internally at the NCPD and he knew where Peter would go.
When investigating Peter Horvath, his previous boss describes him as paranoid that "probably thought Mayor Rhyne talked to him through the TV" and that the world was out to fuck him. She then mentions that someone "finally saw what he was worth" which cues into how Peter was thrown into this attack in the first place; he had a patron who funded his chrome and the attempt on Rhyne's life. Tellingly, River than goes into a little talk about how clues rarely make sense until put into the larger context, much like we're doing right now.
V goes to the club Rhyne died in; The Red Queen's Race. V sneaks through, takes out some Animals, and can investigate what actually happened to Rhyne. If we read the emails on the office terminal, we know that Weldon Holt arranged for Rhyne to be there. He initially mentioned this to Rhyne during the first BD; Rhyne asked Holt directly to arrange his usual room at the club. So, this doesn't inherently look too suspicious on it's own, but Holt knew where Rhyne would be. We also find out via the Animals Boss there that Weldon Holt is the one who hired them to smash up the club and they're currently waiting around for payment. Further, you can go to the room Rhyne died in, find the BD headset, and put it on... which INSTANTLY knocks V out and they need to be rescued by River (who, btw, takes out any Animals on the property you didn't get to! Ty bro!). They surmise that Rhyne was killed by a virus in the headset. Lastly, we find footage of Detective Han (River's partner) covering up the death of Rhyne. They confront Han, V goes off to the Peralezs, and quest ends.
Of note, finding the BD set is a hidden dialogue option with the Peralezes suggesting, yes, that's the correct deduction to make. You don't get that option otherwise. And V never actually comes to any real conclusion to what happened to Rhyne.
So, let's summarize what we know about the death of our Mayor. Peter Horvath was hired by an unknown Patron who spent a ton of money to turn him into a suicide bomb against Rhyne. They have connections internally to the corrupt NCPD which allowed Horvath to get access to Rhyne, both from escaping NCPD custody and for the security to give him access to Rhyne's conference room. That fails so our mastermind instead assassinates Rhyne at his usual sex club, one that we know for sure Holt knew about. Rhyne is assassinated via malware in a BD porno headset, NCPD comes in an Detective Han cleans it up. Later, Holt hires the Animals to take claim to the club and fuck it up.
Holt is looking suspicious AF rn, but we also don't have any direct evidence and V says as much if you accuse him. Personally, I think it's a little too clumsy if it's him. Holt leaves the room just as an assassination attempt goes down, sets up a sex club appointment for the Mayor where he's successfully assassinated, NCPD covers it up... and then he hires a gang to cover it up more? Something doesn't fit here.
My theory is Holt is innocent. He's a scum bag, but not the culprit here. Why would you EVER give your identity to the Animals you hired to cover up an assassination? The big dumb brutes of the underworld? A name they give up with almost no fight? No, I think someone hired them under Holt's name. And I think they hired them because they KNEW the BD Headset was left behind; Han dismissed it entirely as Rhyne dying of a heart attack brought on during sex. They needed that destroyed to cover the final footprints. It's the only piece of evidence that doesn't have Holt or NCPD's name on it and doesn't fit the narrative that both are pushing. If they're covering NCPD or Holt's tracks, why not delete the emails or footage of Han? And if Holt or Han were trying to push this false narrative, why leave the headset right there the first time?
And, while I have no evidence of this assertion, the Animals are only still there because they're waiting for payment to come in... I think our employer never intended to pay them and left them in the path of V, who is likely to shoot them and tie up the loose end for our mysterious entity. Animals destroy the BD set, V shoots the animals, no trace. And, even if he doesn't, Animals will point V to the wrong person.
No, we've got a third party here. But let's continue so we can finally let our lead actor take center stage.
"DREAM ON"
"Dream On" starts when Jefferson calls V and asks them to help in another case. Long and Short; Jefferson woke up in the night and found a man in a mask (or an implant) standing over him. Jefferson shot the man, only for his head to fry and knock him out. Coming to, he's back in bed with no evidence it ever happened. SSI, their private security, insists that there was nothing on the cameras, no evidence, and nothing happened. Elizabeth claims she slept through the whole thing event.
V investigates the apartment, with Elizabeth giving the tour, and finds a lot of evidence. Elizabeth is kinda dismissive at first thinking V won't find much. First small stuff leading into larger reveals. Let's start small and work our way up.
First room Liz takes us to is the campaign room. She talks about running the campaign entirely out of pocket and having to keep most of their supplies at the Penthouse; "It's cheaper that way". You find a picture of their daughter on the wall and Liz explains that she's off at university in Europe while Jefferson is running for office; "It's easier that way" she says. That phrasing again.
EDIT: A redditor in the comments pointed out that the Peralez are being controlled via drugs in their food as part of the tech. They mention they've been eating fast food lately, explaining why Jefferson was lucid enough to catch the agent and shoot him.
V can look at Jefferson's emails (which Liz slightly discourages them, saying there's nothing there) which reveals a bit more about their campaign. There's a video of the iconic commercial and poster of Jefferson pulling out a gun and shooting a bunch of paperwork. In the email, Jefferson HATES this commercial, but his assistant, Lea Patel, insists on it as it will air in television time slots with action-drama series and catch the attention of voters. Further emails have Eric Boucher, Jefferson's Campaign Partner (Manager?), saying Jefferson has been acting unpredictably lately; presumably referencing one of the next emails. Boucher is confused because they fired Lea Patel together, only for her to continue working and sent him a new ad for approval. When emailed, Jefferson is confused about Lea being fired at all and doesn't remember the event ever happening, even telling Boucher to be honest if he has some issue with her. A final email is from SSI Chief of Security, Wallace, discussing Jefferson's intent to hire a merc to look into Rhyne's death ("Dream On") and they suggest Jefferson drop it or have NCPD or themselves look into it. Private Security just... offering to investigate the former mayor's death? Huh... sounds more like they want to squash the issue to me.
We should now talk about the Peralez's campaign. As you explore the apartment, Liz explains that they're running on a corp free campaign; they want to get Night City out of the control of the corps and do so without ever owing any favors to them. She specifically cites "Night Corp, Militech, and Petrochem" as ones they've denied. Militech and Petrochem come up a few times in other quests but Night Corp is relatively obscure. And they choose that corp to be the first one she mentions? Stands out to me. It also isn't lost on me that we're talking about running a campaign out of pocket and refusing corp assistance... while walking on the fancy ass balcony of a penthouse in Charter Hill- North Oak.
Next room, we find Jefferson's office. Elizabeth and Jefferson both graduated with law degrees from Asukaga University in Berkley. V points out it would be extremely expensive for them both, but Elizabeth says that both got full ride scholarships from the Richard Night Foundation, run by Night Corp. To further fucking cement this moment, there's a Richard Night biography shard on the desk. But we'll drop this for now because I want to get to Night Corp a bit later.
The computer on the office desk has some emails on it sent by Elizabeth. One is between her and Judy where she's asking Judy for help on the original "I Fought The Law" quest and Judy is the one who gave her your contact in the first place. Another is from their daughter kinda asserting the same thing earlier; safer for her in Europe so she's not a target on the campaign trail. And here's the interesting one; Boucher emailed Elizabeth asking why Jefferson changed his mind on Lea Patel. Elizabth says Jefferson explained it to her that it "slipped his mind" and "circumstances changed in Lea's favor" and she asks him to drop the whole thing. She's dismissive and gives extremely vague details.
Next room, Bedroom. Elziabeth's gun is on the table. It's the one Jefferson claimed he fired and scanning it tells us that it has been fired recently. We also find the wedding photo of Jefferson and Elizabeth where she fondly talks about having blue roses because she loves them so much... except the photo's roses are red and V says as much. Elizabeth quietly corrects herself that they only had red roses instead and moves on.
In the hall, we find the blood trail and gun shots in the wall; both covered up hastily. Following the trail, we enter a tv room. The Smart Glass isn't working and Elizabeth says it stopped working recently; not like they use it much anyway. Passing a Tech Check lets us try and fix it... only to be quickly blacked out by it so hard Johnny felt it too. V asks Elizabeth about it but she doesn't know what V is talking about despite having been standing right there. We also find a hidden door in the wall. Unlike earlier, Liz is actually confused by the door but demands V try and open it.
Downstairs we have the security room. Liz says that it used to be her place but "Security had to set up somewhere" and that she had to make sacrifices for this campaign; "it wasn't the first nor will it be the last". One computer has a Welcome email from SSI to new recruits. It details that they have access to all areas except Section Zero, which is reserved for Blue or Black agents and that, should the encounter a Blue or Black Agent (SPECIFICALLY "in the night"), do not interact or acknowledge them. The next email from Wallace mentions an accident where there was a "behavioral anomaly" and "ALPHA" injured a Blue Agent (BLUE-66M) who is in critical and the SSI head is requesting access to Sector Zero to give medical aid. SSI gives Wallace the code to Sector Zero and sends a team to aid. SSI knew about the accident and lied. You go to the second computer, unlock it, and can unlock the upstairs door. On that terminal is a bunch of deleted files (presumably the security footage from that night) and emails discussing "normal maintenance procedure" and further informing security that ALPHA (Jefferson) hired a merc (V) and, should security encounter them, do not interact with them.
Small thing I found interesting, a shard called "You Are What You Slot" is found down here too. It details a fictional assassin who kills and then steals the identity of her victims. Small and doesn't mean much on it's own, but the shards are hinting at the story here; one of false identities and manipulation.
Now, let's get to the main event; the secret room. Inside is a control center. Elizabeth is horrified and feels violated. She shouts that she's not letting SSI anywhere near them, only for her head to start hurting and she tells V to do what he needs to do. She leaves him. Inside the control room is a box of bloody medical supplies. The computer discusses "behavioral norms" for ALPHA (Jefferson) and suggests amplifying "neural dampening". It discusses things similar to Wallace's terminal, but from the other side; ALPHA is displaying odd behavior by hiring a merc, the SSI teams avoided meeting the merc, and then the actual accident that occurred injuring BLUE-66M during regular 'maintenance'. The other side of the room also has another data shard, "Rewriting Synaptic Pathways", basically talking about using tech to rewire the brain a bit.
Following some wires from the control room to the roof, we find a signal dish. Johnny (replacing Elizabeth for conversation now that she's gone), joins in that the tech looks prehistoric but functional and that Militech used it in the war; it requires line of sight to transmit data but otherwise can't be intercepted. We can see the tower and go to investigate. V tells Liz the whole deal; V can suggest that the Van near the tower could be SSIs or that it might not be due to unconventional tech. Liz then itterates twice that it's a stressful campaign time for Jefferson and V should talk to her, NOT him. "Sure, whatever" V and the player dismiss.
(I SWEAR WE'RE ALMOST DONE WITH THE SUMMARIZING FOR DREAM ON, I'M SO SORRY.)
We drive after the van, Johnny is suddenly excited for smashing a corpo conspiracy and iterates that citizens do not choose their representatives, instead they're chosen by "key players" who watch the Peralezes for weaknesses or blackmail material. We arrive at the facility patrolled by Maelstrom and the occupants of our van park, get out, and climb ladders to the roof where they get into an AV that is cloaked to be near invisible (as shown in a couple of vids on YouTube and this subreddit).
At the place, Maelstom is explained; "UNKNOWN USER" contacted them while driving the van for protection to take care of V and then destroy the van. Van's data makes it pretty clear; the Peralezs' minds are being manipulated, new neural pathways are being created, and their memories are being created, changed, or erased. There are also a couple of other names of other test subjects. The data is then erased. We do see an almost flower like symbol before the data is destroyed.
The agents on the cloaked AV CAN be killed and do drop a shard, thought it doesn’t have many more details, merely that they’re contacting HQ to arrange extraction and that the Van’s data should be destroyed and echoing the arrangement with Maelstrom mentioned earlier in their shards.
V calls Liz, Liz wants to meet in person instead of over holo and send him to a Japantown Raman shop (same one that used to be Rainbow Cadenza, coincidentally). Odd choice for an upstanding congresswoman. She says her nerves are shot, the ramen shop is a quieter place to meet than the apartment, and she needs a moment to gather herself since she last saw V, with V even asking if something has happened since they last saw each other. Of note, Liz is stress smoking the entire scene, something she hasn't done until now. She then explains, no, it's been over a longer period of time. She's been watching her husband change and act differently for awhile; he stopped reading, his taste changed, and he even insisted he was an only child and never had a bother when Liz asks about visiting the grave. Of note, yes, Antonio Peralez has a Columbarium Vault, which proves Liz is correct on this. She confesses that she herself has been told by others she's been acting strangely. V says she knew what V would find and she asserts that she doesn't know the who, how, or why, but "they're changing us". Jefferson apparently went on in great detail about a trip she swears they never went on, but she doesn't know if the vacation is a fake memory or if she's the one that doesn't remember.
She saw a stranger in their apartment tinkering with a monitor, only for him to be missing when it was reported to SSI and they looked at the feeds. The next day, she got a phone call from a stranger (whom she refers to by "he") saying that she's walking on thin ice and Jefferson could have an accident. They later erased all data that the phone call had happened. Elizabeth claims she's terrified for herself and her husband's safety and doesn't want V to reveal the truth. V points out "they" could be telling her to say that but it doesn't really change how she feels since she just wants Jefferson to be safe. She tells V to tell Jefferson it was SSI spying for Holt. She asserts she wants SSI out of her roof if they're spying on their sleep. She will take responsibility for firing SSI, but wants Jefferson to be safe and out of that fight. She adds a meeting with Jefferson to his calendar at Reconciliation Park. But, ultimately it's V's choice (especially since she has no idea if she'll remember the conversation) and leaves. Johnny jumps and and talks and mentions that there were talks like this back in his day and worrying about the damage a puppet mayor could do.
V heads to Reconciliation Park to meet with Jefferson. Entering, V is called by an Unknown Number which blacks out V's optics. They claim to know who V is, *what* V is, and what V wants. It doesn't matter what V tells Jefferson, but "don't dare cross that line" and "you're playing with fire". Its a garbled male robo voice, so safe to say it's irrelevant to the owner.
Enter Stage Right, our missing lead; Mr. Blue Eyes. He is standing on a balcony watching the place where we meet Jefferson. In the Scanner, he is labeled "Mr. Blue Eyes", has no known affiliation, is wanted for "SC 370", and is wanted for "Classified". His eyes are electronically glowing blue you can even see from several yards away. You cannot injure him as grenades do nothing and you can't aim at him. Of small note, and I don't know if this ACTUALLY means anything, but his hair style asset is referred to as Morgan Blackhand in the files, but could mean nothing if this hair is actually used by other NPCs. MOST LIKELY THIS IS NOTHING UNLESS SOMEONE HAS FURTHER INFO.
(Plot twist: It meant something. But we'll get there.)
V sits with Jefferson and can reveal the truth; "SSI is on the take from an unknown group to control your lives". V can even point out the absurdity of Peralez being as successful of a politician as he is without any corp sponsors. "They want you to be *their* mayor. Molding you like clay". You can tell Jefferson how to proceed and additional details, but it doesn't matter. Later, Jefferson will send a text and delete your number and so will Elizabeth, who will call you out for telling Jeff. In the end credits voicemails, Jefferson has decended into paranoia about some vitamins Liz gave him which he didn't trust so he sent them to the lab, only to then not trust the lab results saying they're fine. Jefferson Peralez is confirmed the new mayor during Late Act 2 and the major difference is his state of mind at the end game; either hiring V to be on his security staff or descending into absolute paranoia over everything in his life.
Lastly, Johnny appears and cryptically talks about back in his day when they'd talk about rogue AIs. Personally... I kinda completely dismiss this? It comes out of nowhere, Johnny cites NOTHING for why he'd bring this up in relation to the case, and I can't fathom a motive. I’d also point out that this isn’t the only time Johnny is outright wrong. In fact, he’s wrong A LOT in the game. For example, he criticizes V for listening to the Netwatch Agent and that he’s bullshitting you. Except, the agent is 100% correct that VDB did spike V as a suicide virus and Johnny is actually wrong. He also claims he doesn’t know what happened with Thompson after Never Fade Away, but this is a lie because Thompson is flying the AV Johnny takes to Arasaka in 2023. The only connection I can find is "Who is controlling Blue-Eyes" which might make Johnny correct, if just not in the way 'Rogue AIs' initially implies.
So, what actually has happened?
The Peralez family has been molded for a very long time into being the perfect political couple. They got scholarships from the Night Foundation for two fancy law degrees, have successful political careers, and Jefferson is running for Mayor on an anti-corp platform, an insanity for Night City. And he's actually successful at it. During a maintenance service at night on the Peralez's apartment, Jefferson woke up and shot an SSI/Unknown agent making repairs. The Control Booth knocked Jefferson out and they pulled the agent out of the apartment into the secret room. SSI put the Peralezes back into bed and hastily cleaned up everything, but the damage was done and Peralez hired V who uncovered mostly everything.
Elizabeth seems to be initially very upset by the discovery, but wants V off the trail when we meet her next. However, she's not in on it as she's equally a victim to the brainwashing/gaslighting and that's for certain. I think she's a pawn who is either too scared or too programmed to break the rules of movement on this chessboard. It's worth noting that, while the unknown entity threatens Jefferson's life and V's well being, they do not make due on either of these threats. I call their bluff. They have put too much work into Jefferson to abandon or kill him.
But, where else have we heard of this gaslighting brainwash process before?
"FULL DISCLOSURE"
Ok, we're on the shorter end so I don't have to actually explain this quest in full. Sandra Dorsett is a netrunner and a very skilled on at that, actually collecting data from Night Corp. She was kidnapped by the savs we rescued her from at the beginning of the game shortly AFTER she stole this data, suggesting Night Corp was behind it. This data is on the shard she asks you to collect during the aforementioned quest. V has full ability to NOT read it, but let's look at it; "Operation Carpe Noctem" ("Seize The Night" in Latin)
Described in it is an experiment on Night Corp's own employees where they are quietly brainwashing them and getting them to do whatever they want. They specifically cite an empathetic and calm employee who they got to fight a co-worker and then jump from a 16th floor window. The shard ends on mentioning that they're ready to install CN-07 on "our actual target".
I think multiple quests discussing brainwashing and gaslighting is too coincidental to be utterly unrelated to each other. I think Night Corp's actual target mentioned here is Peralez.
So, what is Night Corp?
Night Corp is the most mysterious of the corps in Night City. It currently operates to better Night City via philanthropic ventures, fundraising, community support, and city infrastructure. Basically, while Militech and Arasaka and the others operate in the city, Night Corp basically RUNS the actual city. They're also noteworthy for the level of security they have that even the best netrunners can't get much from them and, since they keep to themselves and seemingly just do city infrastructure stuff, no one really super bothers them. It has been run by Miriam Night, wife of late-Richard Night, until recently and we currently don’t actually know who runs NightCorp.
Originally, they were the Night Foundation, but that requires explaining Richard Night... oh boy, Lore Drop. I'll make it quick as possible.
Richard Night is the founder of Night City. He started as a partner of a firm, but his ambitions grew beyond that to founding "Night International" to build his dream; a city that would be so grand it would make all other cities pale by comparison, Coronado City. A capitalist mecha of opportunity, Night City would be run by corporations and have next to no anti-business policies on the books. Arasaka, EMB, and Petrochem were his first backers and he came into claim of land on the central-California coast; Del Coronado Bay and Morro Bay would be the location of his dream city.
(BTW, irl, Morro Bay, California is a real place. Been there, have family there, go there regularly, kinda cool!).
Despite being a capitalist mecca city and run by corps, Richard Night also dreamed it to be "A sprawling metropolis, free of crime, of poverty, of debt. A place where people could live safely, peacefully, without having to worry about the dire situations that were growing around the world at the time".
However, due to the design plans, Night didn't employ local contractors and instead got expensive architects and builders from all over the world. Local builders didn't like that, they had mob connections, bloodshed started. And soon Richard Night was murdered by an unknown assassin, presumably a mob hitman. The city was renamed Night City in his honor and his dream utopia became to embody everything that was destroying the world. Mob took control and corps didn't give a fuck since it didn't hurt them any until they eventually had to take out the mob gangs, but not in any favor to Night’s dream either.
Miriam Night, Richard's Widow, founded the Night Foundation (later Night Corp) to stick to Richard's Ideal dreams of what he wanted the city to be. They invest heavily in ecological research, alt power sources, civic infrastructure, public works, and charities and scholarships for Night City youth. "They've even managed to stay out of the normal corporate power struggles which tend to plague every other corporation, both inside the city and out. Even the shadowy corporate rumors about them, like having underwater bases in the bay or access to orbital satellites, remain unsubstantiated despite extensive investigation."
So, where does this put us now? We have ONE last quest...
"THE PROPHET'S SONG"
Garry The Prophet is our local crazy man. He spouts off insanities to anyone who will listen near Misty's Esoterica in Kabuki. However, some of his ideas aren't quite as much off the mark as one might think. There ain't no technonecromancers from Alpha Centuri (or Spanish Inquisition) nor is Saburo Arasaka an immortal vampire, but he was correct that Saburo wasn't dead and in fact immortal; via Mikoshi and The Relic.
He send you on a quest to investigate a meeting; he says that his ripper mistuned some cyberware in his head and he can hear their communications. You show up to a meeting between corps and Maelstrom. They say some nonsense phrases and transfer a data shard. Reading it ("Destroy After Reading") it seems like nonsense. But does include the line "The cages of men melt as night descends". You can decode it via a Null Cipher; first letter of every line: “Project Oracle Command Execute Plans”.
We don’t know what Project Oracle is. In real life, secret project or operation names actually tend to be chosen at random and are unrelated to the actual project (you can google funny stories about names that ended up awkward to the actual project), so this could mean nothing. But, narratives tend to give meaning to everything. Oracles are mythical in references and could predict the future or see the unseen. Perhaps perfect prediction via behind the scenes manipulations? Not sure we’ll get answers on this one for now.
Going back to Garry, he's been kidnapped. His protoge is screaming he's been kidnapped "Black suits came by - blue eyes and all". Blue Eyes huh? Further, she claims that they threw him into an invisible AV... Huh, like the one we saw back during "Dream On"? "Night's comin... The eternal night"
So, it’s time to jump us to the final step in our Fool’s Journey: The Sun.
“THE SUN”
The Sun ending has V wake up in their new penthouse apartment (with their love interest if they have one). Checking the computer, we see emails from our dear Mr. Blue Eyes. He wants an answer from V as to the job to the Crystal Palace he has planned and that they’re on a tight schedule for “obvious reasons”. We meet with him at the Afterlife and he talks about the job; Casino security is going into maintenance and V mentions giving him the casino client list. V also asks him to “hold up your end of the bargain”. They never discuss eddies or payment. It’s all in such vague terms. “Your end” or “Obvious reasons”. Smaller point but an email from Vik on the space shuttle also tells us that he’s asked around about Blue Eyes and has nothing; either he works with people WAY above Vik’s paygrade or he’s shady as hell… or both.
I think Blue Eyes knows V is dying (the obvious reasons) and I think the unspecified payment is V’s survival. V always says that they want to come back to their love interest so it’s not a mindless suicide run and I don’t think V would risk it all for nothing but eddies; especially not after Reaper (both versions) paint suicide runs as a horrible terrible thing. To then glorify it in another ending… no, the game is smarter than that.
Your love interest doesn’t seem to be too upset about the situation either. Panam and Judy leave V in The Sun due to their lives taking different directions, but it seems mostly amicable and understanding. They even express desire to see V again because they know V needs to do this job. Kerry, who stays with V in The Sun and expresses worry and also a desire to settle down with V, also seems mostly understanding that V needs to go on this quest. I don’t think they’d be so calm and loving and understanding if this were a suicide run. They know more than the player does.
Further, I think Blue Eyes isn’t after the casino aspect of the Crystal Palace at all. While that’s the major commercial aspect of the station as marketed to the citizen world, the station also has embassies from every nation on earth, facilities from all the major corporations, and is pretty much THE place where all the dark corporate espionage goes down. There’s so much more to this location than ‘casino resort’. *EVERY* corp has space stations and hideaways in space because the Crystal Palace offers it’s own legalities and opportunities that are not allowed within Earth’s terms and conditions. If they want to do some research that would be frowned upon elsewhere and get up to some Top Secret shit, it’ll be in outer space. Night City is controlled by corps and has lax laws, but outer space’s are even more so.
I think the cure V wants is not only on the station, I think it’s what Blue Eyes himself is after, but I’ll get there when it’s time to theory craft about the future.
I think it’s worth noting; Blue Eyes IS IN THE TRAILER FOR THE GAME. Yeah, anyone remember that shot on a shuttle with a guy being burned out from the inside? Yeah, he’s there. In the foreground. *Smirking*. The shuttle also seems like they’re in space.
These events leading to the Crystal Palace and the conspiracy with Blue Eyes are blatant DLC Hooks for the future and suggest a post-game DLC. This isn’t the first CDPR has done so either; Blood and Wine takes place after the story of Witcher 3 and is explicitly incompatible with the worst endings of that game. I think, conceivably, other endings where V is still alive could be roped into this adventure; Blue Eyes merely needs to hire them with the same offer of survival. While The Star takes V to Arizona and away from Night City, I think that choice of location is appropriate as, to even get to space for The Crystal Palace, citizens go from LAX to Arizona for a space port to launch them off Earth’s surface. They could have chosen anywhere else to send Panam and V, but they choose Arizona, huh. I do think Reaper, Temperance, and Devil will be locked out of this future, however, as all make any point of Blue Eyes hiring V irrelevant; there’s no V left to hire/save. MAYBE a rejected Devil ending, but I wouldn’t blame them for not continuing that conclusion either as Devil is one of the bad endings.
So, it’s finally time to really compile a lot of this information into where I think this is going in the next comment below
submitted by InkDagger to LowSodiumCyberpunk [link] [comments]

$FUBO DD - Connecting the dots, this thing is going to be a MONSTER.

Pretty sure most of you know $FUBO has been shorted like crazy since the news of their Victory acquisition. It shot up 33% with the news and has since lost most of those gains. I'm here to tell you why the shorts are wrong and why this is a MASSIVE opportunity for us.
First, I'd like to address the issue of profitability. It was founded in 2015and being a young, growing company and isn't profitable yet. To put things into perspective, even Netflix which was founded in 1997 wasn't profitable until 2003. Fubo has more competition today than Netflix did back then, but it's still growing rapidly.
Q3 Results: https://www.yahoo.com/now/fubotv-announces-q3-2020-results-210500756.html
Q4 Preliminary Results:
https://ir.fubo.tv/news/news-details/2021/fuboTV-Announces-Preliminary-Fourth-Quarter-2020-Revenue-and-Subscriber-Growth/default.aspx
It smashed its previous guidance because sports and normality are returning. Also note that Fubo was still growing rapidly during the pandemic despite the lack of sports which is its primary focus. This is huge and it will continue to grow faster as sports start to return to normal.
FUBO is estimated to announce earnings between Jan 25, 2021 and Feb 03, 2021

Most of us know that Fubo was opportunistically hit by short sellers (Kerrisdale/Rich Greendfield) as their lock up period expired. This made the stock tank considerably from it's high of $60. The short argument is that integrated sports betting is a pipe dream, and that its not profitable yet.
As mentioned earlier, it took Netflix a while to scale up and become profitable. At the rate Fubo is growing, they are going to be profitable sooner than later. This isn't even an argument to me, as they scale up a few things will happen:
- Customer acquisition costs will become a lower and lower percentage of revenue.
- Since they license their content, they need scale to turn those licensing costs to profit (just like Netflix did)
- More customers mean they can charge more for advertising. (More on this later)
Fubo very clearly addressed the issue of integrated sports betting with the acquisition of Vigtory. The bear thesis is weakening significantly. Almost nonexistent.


Now, on to the NBA:
https://www.forbes.com/sites/bethkindig/2021/12/31/fubotv-solid-positioning-for-sports-betting/?sh=5fadb7c69cb5
"Over the past few years, Sky Media led investment rounds in FuboTV along with Fox for a 39% stake. This investment round was increased in late 2017/early 2018 with Sky Media holding Board positions. The former NBA commissioner was also part of the last $15 million round. Media has gone through some very big M&A shifts at the top-level with Comcast acquiring Sky and Disney acquiring 21st Century Fox. However, for FuboTV’s formative years, the company was influenced by arguably the top sports betting company in the world – Sky Media from the UK. The Comcast-owned Sky Media is still a backer for FuboTV along with Disney."
David Stern, the late former NBA commissioner was involved in funding of Fubo. The current NBA commissioner Adam Silver worked extremely closely with his mentor. I've been a lifelong NBA fan and I had doubts in Adam Silver but I think he's done a fantastic job with the NBA.
Why am I bringing up the NBA?
https://www.casino.org/news/nba-considering-betting-broadcasts-could-help-draftkings/ (check the date of this and check the date of the Fubo Vigtory announcement)
People are missing some key elements to the NBA announcement: this announcement was made literally the DAY after the Fubo Victory acquisition. People are missing the link between the NBA and Fubo, let alone the timing. Fact check me, they were announced a day apart and Fubo is the ONLY company with plans of an integrated sports betting broadcast platform.
The NBA wants to get into this because they know viewers watch games for longer with sports betting and fantasy leagues (which is why I think they threw in DraftKings)


Now, lets look into two key acquisitions:
- Vigtory - Fubo acquired them and put their co-founder in charge of integrated sports betting along with their licenses and tech.
Balto - This one is another thing bears are missing. They claim this acquisition was to get into sports betting, it wasn't this was for their fantasy sports platform which Fubo is also planning on integrating.

Fubo is going to be an absolute monster going forward. It is trading at a discount thanks to shorts https://www.marketwatch.com/investing/stock/fubo
34m shares short, 62.5% of float shorted. This thing is PRIMED for an epic squeeze AND it's valued at a discount right now.
Since the Vigtory acquisition, new price targets came out ranging from $47 to $60.
Short term, I'm confident this thing will pop soon. It was hammered down after the Vigtory announcement by shorts, followed by a low volume selloff Friday. It's trading at imo, a massive discount right now.
Long term, this thing is shaping up to be a unique competitor in streaming/sports betting.

TL;DR - get in long, one way or another. Commons, LEAPS, anything... this thing is going to explode as we inch towards earnings (expected late January to mid-February). We got massive revenue growth, we have strong tailwinds with the return of sports, we have the NBA basically saying they're in as long as Fubo can execute.
submitted by heardme to wallstreetbets [link] [comments]

Not your parents PLAYBOY: How Playboy is reinventing themselves and why you should Invest $MCAC

I know what you're already thinking. Playboy is a dead porn brand that publishes a magazine and doesn't appeal to millennials or gen z right?
Wrong.
Leadership
Let's start with Ben Kohn, the CEO. Kohn has worked in private equity for 25 years and started a firm called Rizvi Travers which invested in pre IPO tech companies. They were the largest investor when Twitter went public and invested in Facebook, Snapchat, Square, SpaceX, Instacart, and Uber.
In 2011, Kohn partnered with Hugh Hefner and took Playboy private. Kohn became the CEO in 2017 with the goal of revitalizing one of the largest, most recognizable brands in the world. Since becoming CEO, Kohn has been shutting down most of the legacy business and most recently discontinued producing a domestic magazine. He's focused most of his attention so far on growing the high margin licensing business and direct to consumer business, transforming Playboy into a consumer lifestyle brand focusing on 4 categories:
Kohn is also placing a strong emphasis on appealing to women and young people, something that Playboy had never done in the past. Over the last 3 years, the female audience has grown by 70% and 90% of their audience today is under the age of 40. Out of the total e-commerce sales, 40% of customers are women.
Financials
Playboy is already a profitable business. They have a highly efficient, high margin business model that accelerates with growth.
For the first 9 months of 2020, Playboy grew revenue by 78% from 57 million to 101 million and grew adjusted ebitda 129% from 9.5 million to 22 million. For 2021, they reaffirmed guidance of 167 million of revenue and 40 million dollars of ebitda. By 2025, Playboy is conservatively projecting 296 million of revenue and 140 million in ebitda, but expects it to be much greater. It's also important to note that they have over 400 million of forward booked minimum guaranteed cash flow, but they only recognize 67 million of that today, so the actual revenue numbers are much higher.
Playboy's business is monetized in two primary ways, licensing and direct to consumer. Licensing is a key part of the revenue stream and they anticipate it more than doubling moving forward. However, Playboy is extremely excited about its growing direct to consumer business as well which I will dive into in the next section.
Growth
Playboy has huge growth opportunities in each of their 4 product categories. First I want to point out that Playboy is HUGE in China and it's growing rapidly in India. In China, Playboy is one of the leading men's apparel brands with over 2500 brick and mortar stores and over 1000 e-commerce stores. Playboy sells products in over 180 countries and is the 17th most licensed brand in the world.
Style & Apparel:
Over the last 3 years, Playboy has partnered with Pacsun, Misguided, Supreme, and others. The Pacsun and Misguided businesses have increased almost 15x over the last 3 years. Playboy also launched Playboy Labs and partnered with Steve Aoki to promote the brand. Playboy intends on transitioning this business from a pure licensing business to a direct to consumer business going forward. They have future collaborations with Yandy planned as well.
Sexual Wellness:
The sexual wellness category is a 240 billion dollar industry today and is projected to grow to 400 billion by 2024. Currently, the industry is fragmented and made up of small businesses with no ability to scale. Playboy is poised to become the leader in this category through strategic acquisitions of existing companies and by growing its product offerings. Yes, I'm talking about lingerie, condoms, sex toys etc. They recently acquired the sexual wellness retailer Lovers for 25 million and expect them to add 45 million in revenue over the next 12 months. They are planning on making more strategic acquisitions in this space moving forward to become the leading direct to consumer brand in this field. They also began offering online sexual wellness classes for women, which have seen large growth since inception.
Gaming & Lifestyle:
The growth opportunities in this category are huge. Playboy is diversifying into online gambling, mobile gaming, CBD/Marijuana, and virtual reality. They have a social club/poker room opening in Houston this year in addition to their casino in London. They currently have partnerships with Microgaming as well as Scientific Games for mobile gambling apps like slots and poker, with plans to build more. They are also planning on entering the sports gambling market through partnerships with well known sports betting operators.
Moreover, they recently launched an exclusive furniture collection on Wayfair and plan on offering more in the future. They currently offer 3 CBD products and have plans to enter the legal marijuana market when it's legalized at the federal level, which might happen soon under the Biden administration. As of now they sell Playboy branded smoking materials like ash trays and grinders. They are planning on launching 4 more CBD products in 2021. Lastly, Ben Kohn said that experiencing Playboy through a virtual world format is something that is "extremely interesting to us". He gave an example of the Travis Scott and Unreal Platform collaboration.
Beauty and Grooming:
Currently, Playboy offers men's and women's fragrances and color cosmetics in Europe. They have plans to expand their product line and enter the North American market this year. In China, a place where Playboy has a large market presence, Men's grooming is one of the fastest growing categories and an area that Playboy is not in today. They are planning on entering this market in the near future with Playboy branded skincare and grooming products.
SPAC Merger
Playboy has a DA with Mountain Crest Acquisition Corp, $MCAC, with the shareholder vote taking place THIS TUESDAY 2/9/21. Once it's approved, the ticker will change to PLBY shortly after. One of the great things about this deal is that there are absolutely no warrants outstanding, meaning there will be very little dilution. They only have 1/10th of a right per share outstanding which automatically convert to common stock. Upon completion of the merger, PLBY will have only 37 million shares outstanding, which is a very low float. Any increase in volume and demand will send the stock price higher.
After the merger, PLBY will have a market cap of approximately 413 million. For comparison to other global brands, Nike's market cap is 185 billion, Disney's is 329 billion, and Lululemon's is 45 billion. Now I'm not saying Playboy is near those companies today. However, if they continue growing and realize their potential, they're massively undervalued.
Additionally, the management team all signed 12-month lock ups, preventing them from selling for at least one year. This is not a transaction sale, but a true capital raise to accelerate growth. They are in this for the long haul.
Conclusion
Playboy has big growth opportunities in multiple product categories to become a leading consumer lifestyle brand. They have a high margin profitable business model and a very healthy balance sheet. They have 100 million in free cash right now and only 40 million in net debt, or one times 2021 adjusted ebitda. They already have global brand awareness and the bunny logo alone has tremendous value. Ceo Ben Kohn knows what he's doing and has a proven track record of success.
It might be flying under the radar right now because all the hype is surrounding GME and EV socks. I believe when the ticker changes to PLBY and people realize that Playboy is no longer what it used to be, this has huge long term upside.
FYI: All of the statistics I mentioned are directly taken from the CEO Ben Kohn in his 1 hour webinar interview with SpacInsider.
Disclosure: Long 500 commons $MCAC
Disclaimer: Do your own due diligence too
submitted by pucklife21 to SPACs [link] [comments]

$FUBO DD - Why I believe there is massive upside

Pretty sure most of you know $FUBO has been shorted like crazy since the news of their Victory acquisition. It shot up 33% with the news and has since lost most of those gains. I'm here to tell you why the shorts are wrong and why this is a MASSIVE opportunity.
First, I'd like to address the issue of profitability. It was founded in 2015 and being a young, growing company and isn't profitable yet. To put things into perspective, even Netflix which was founded in 1997 wasn't profitable until 2003. FuboTv has more competition today than Netflix did back then, but it's still growing rapidly.
Q3 Results: https://www.yahoo.com/now/fubotv-announces-q3-2020-results-210500756.html
Revenues were $61.2 million, a 47% increase year-over-year on a pro forma basis, or +71% excluding 2019 licensing revenue from the FaceBank AG business, sold in July 2020. This growth was driven by continued subscriber expansion, an increase in subscription Average Revenue Per User (ARPU) and growth of advertising sales:
Subscription revenue increased 64% year-over-year to $53.4 million.
Advertising revenue increased 153% year-over-year to $7.5 million.
Paid subscribers at quarter end totaled 455,000, an increase of 58% year-over-year.
Average Revenue Per User (ARPU) per month was $67.70, up 14% year-over-year.
Total content hours streamed by fuboTV users (paid and free trial) in the quarter increased 83% year-over-year to 133.3 million hours.
Monthly active users (MAUs) watched 121 hours per month on average in the quarter, an increase of 20% year-over-year.
Q4 Preliminary Results:
https://ir.fubo.tv/news/news-details/2021/fuboTV-Announces-Preliminary-Fourth-Quarter-2020-Revenue-and-Subscriber-Growth/default.aspx
Q4 total revenue is expected to be between $94-$98 million, a 77% to 84% increase year-over-year.* Prior guidance was $80-$85 million.
Paid subscribers at year-end are expected to exceed 545,000, an increase of more than 72% year-over-year. Prior guidance was 500,000-510,000 subscribers.
It smashed its previous guidance because sports and normality are returning. Also note that Fubo was still growing rapidly during the pandemic despite the lack of sports which is its primary focus. This is huge and it will continue to grow faster as sports start to return to normal.
FUBO is estimated to announce earnings between Feb-March 2021
Most of us know that Fubo was opportunistically hit by short sellers (Kerrisdale/Rich Greendfield) as their lock up period expired. This made the stock tank considerably from it's high of $60. The short argument is that integrated sports betting is a pipe dream, and that its not profitable yet.
As mentioned earlier, it took Netflix a while to scale up and become profitable. At the rate Fubo is growing, they are going to be profitable sooner than later. This isn't even an argument to me, as they scale up a few things will happen:
- Customer acquisition costs will become a lower and lower percentage of revenue.
- Since they license their content, they need scale to turn those licensing costs to profit (just like Netflix did)
- More customers mean they can charge more for advertising. (More on this later)
Fubo very clearly addressed the issue of integrated sports betting with the acquisition of Vigtory. The bear thesis is weakening significantly. Almost nonexistent.
Now, on to the NBA:
https://www.forbes.com/sites/bethkindig/2021/12/31/fubotv-solid-positioning-for-sports-betting/?sh=5fadb7c69cb5
"Over the past few years, Sky Media led investment rounds in FuboTV along with Fox for a 39% stake. This investment round was increased in late 2017/early 2018 with Sky Media holding Board positions. The former NBA commissioner was also part of the last $15 million round. Media has gone through some very big M&A shifts at the top-level with Comcast acquiring Sky and Disney acquiring 21st Century Fox. However, for FuboTV’s formative years, the company was influenced by arguably the top sports betting company in the world – Sky Media from the UK. The Comcast-owned Sky Media is still a backer for FuboTV along with Disney."
David Stern, the late former NBA commissioner was involved in funding of Fubo. The current NBA commissioner Adam Silver worked extremely closely with his mentor. I've been a lifelong NBA fan and I had doubts in Adam Silver but I think he's done a fantastic job with the NBA.
Why am I bringing up the NBA?
https://www.casino.org/news/nba-considering-betting-broadcasts-could-help-draftkings/ (check the date of this and check the date of the Fubo Vigtory announcement)
People are missing some key elements to the NBA announcement: this announcement was made literally the DAY after the Fubo Victory acquisition. People are missing the link between the NBA and Fubo, let alone the timing. Fact check me, they were announced a day apart and Fubo is the ONLY company with plans of an integrated sports betting broadcast platform.
The NBA wants to get into this because they know viewers watch games for longer with sports betting and fantasy leagues (which is why I think they threw in DraftKings)
Now, lets look into two key acquisitions:
- Vigtory - Fubo acquired them and put their co-founder in charge of integrated sports betting along with their licenses and tech.
Balto - This one is another thing bears are missing. They claim this acquisition was to get into sports betting, it wasn't this was for their fantasy sports platform which Fubo is also planning on integrating.
Fubo is going to be an absolute monster going forward. It is trading at a discount thanks to shorts https://www.marketwatch.com/investing/stock/fubo
34m shares short, 62.5% of float shorted. This thing is PRIMED for an epic squeeze AND it's valued at a discount right now.
Since the Vigtory acquisition, new price targets came out ranging from $47 to $60, this is minimum upside.
Short term, I'm confident this thing will pop even further and it has not even begun. It was hammered down after the Vigtory announcement by shorts, followed by a little bit of rally due to GME situation. It's trading at imo, a massive discount right now.
Long term, this thing is shaping up to be a unique competitor in streaming/sports betting.
TL;DR - get in long, one way or another. Commons, LEAPS, anything... this thing is going to explode as we inch towards earnings (expected Feb-March). We got massive revenue growth, we have strong tailwinds with the return of sports, we have the NBA basically saying they're in as long as Fubo can execute. 🚀🚀🚀 🚀🚀🚀
submitted by kdjzzang12 to trakstocks [link] [comments]

CMCSA - How to get your money back from Satan.

CMCSA - How to get your money back from Satan.
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.
submitted by Agent00funk to wallstreetbetsOGs [link] [comments]

The Complete Story of the Borderlands (thus far)

Hello everyone. A few years ago I posted a complete summary of the Borderlands games up to Borderlands 3. Today I am back to update the story summary with all of the new events and lore revealed in Borderlands 3. That original post can be found here. If I missed anything or got something wrong, please comment down below so I can amend it.
Be warned there are MAJOR SPOILERS ahead for Borderlands, Borderlands: The Pre-Sequel, Borderlands 2, Tales From the Borderlands, Borderlands 3, DLC expansions, and the future of the series. Without further ado, here it is, the complete story of the Borderlands franchise!
Lore
Long ago, an ancient alien race known as the Eridians inhabited the universe. Originating from the planet of Nekrotafeyo, Their technological advancements far exceed anything the modern universe has been able to create thus far. The Eridians created Guardians, mechanical constructs, to protect their race and caches of technology, riches and weapons, known as Vaults. Powerful women imbued with supernatural powers known as Sirens begin to appear at some point. Only 7 Sirens can exist in the universe at a time, and when one dies, her unique powers are passed to another individual. Of the 7 known Siren Powers, we have seen 5 of them; Phaselock, Phaseshift, Phasewalk, Phasetrance, and Phaseleach.
At some point in their history, the Eridians encountered an immensely powerful interdimensional creature called The Destroyer. The Destroyer threatened all of creation, and in a final effort to stop it from destroying the universe, the Eridians sacrificed their race to trap the beast inside The Great Vault, a massive Vault the size of a planet. Nyriad, a Siren, completed the sealing of the Great Vault through use of a Powerful Machine on Nekrotafeyo. Following this, Nyriad, in an effort to prevent her Phaseleach powers from transferring to a new host, locked herself in the Vault on Nekrotafeyo to die. The Phaseleach powers would not be transfered to a new host upon her passing.
The Great Vault would later become known as the planet of Pandora, with her moon, Elpis serving as the Great Vault’s key. In an effort to keep the Destroyer dormant, a feeding hole was constructed through which sacrifices would be made every 200 years. A Vault Monster known as The Warrior was left behind on Pandora to protect the Great Vault, and a Vault Monster known as The Sentinel was left on Elpis to hold knowledge of the Great Vault’s purpose.
Fast forward millions of years to modern times. Humanity develops faster than light travel and begins to explore the galaxy. Typhon DeLeon, seeking a life greater than that of his turd farming parents, sets out on a universe-wide expedition to search for fame and glory. He discovers an Eridian Vault on the planet of Promethea. He sells the Vault's contents to a small company known as Atlas to fund further searches for Vaults. Typhon DeLeon would gain notoriety as the first Vault Hunter.
The riches within the Promethean Vault allow Atlas to become the largest and most powerful corporation in the galaxy. They establish their corporate headquarters on the Promethea and begin to explore and settle new worlds, one of which is Pandora. The Dahl Corporation arrives on Pandora soon after, and expands it's mining operations to the planet and her moon, while Atlas rules over its Pandoran settlements with its elite military unit, the Crimson Lance. The Corporate Wars, fought between massive corporations over resources began sometime after.
During DeLeon's travels, he meets a woman named Leda, with whom he accidentally discovers the ancestral homeworld of the Eridians, Nekrotafeyo, while making love. The couple would conceve their children within the Vault after opening it and slaying the Vault Monster within. Leda gives birth to conjoined twins, whom Typhon would separate so that they could survive, unbeknownst to the fact that they had absorbed the Phaseleach Siren powers of Nyriad. The twins were named Troy and Tyreen, and would later become known as The Calypso Twins. At some point of their childhood, Leda would be accidentally killed by Tyreen while exercising her Siren powers, resulting in Typhon becoming a stricter father. The twins would later escape from their protective father, fleeing the planet.
Pandora is bustling. Research facilities, mining stations and trade posts spring up overnight. A global network known as the ECHOnet is established, linking the planet’s populace. Little did the inhabitants of Pandora know, however, that they had settled during the planet's seven year winter. When the summer rolled around and the local fauna came out of hibernation, a nearly planet-wide exodus occurred. Those who couldn't leave took up shelter. The planet became a lawless frontier nearly overnight, with Dahl abandoning their facilities and letting loose the prisoners they had employed as slave labor. Hector, and his battalion are trapped and left in a mine on Pandora during Dahl’s exodus. Atlas abandons their the top-secret Gortys Project, which hopes to control the mysterious Vault of the Traveler, and locks away various pieces of the project across their facilities all over Pandora.
In the year 2873, 2 years before the events of the first game, Patricia Tannis, who was employed by Dahl, had uncovered fragments of a Vault Key, confirming the suspicion that a Vault was present on Pandora. The key was stolen by bandits and spread across Pandora. Speak of the Vault swept across Pandora...
Meanwhile, on Elpis, the situation was not much better. Dahl’s military force, led by Colonel Zarpedon denounced their ties to Dahl following Zarpedon’s encounter with the Vault on the moon. The military force became known as the Lost Legion and swore to protect the Vault. Extensive mining efforts by Dahl on the surface led to what is known as "The Crackening". The moon burst, opening great chasms and lava flows. The destruction of their mining facilities and the mutiny commited by Zarpedon forced Dahl to abandon Elpis. They fled the Pandora system shortly after.
With the moon under the control of a crazed military legion and Pandora, a lawless frontier, all seemed to be lost for the system, until...
Borderlands
The year is 2875. Four Vault Hunters; Roland, Mordecai, Brick and Lilith arrive at the small town of Fyrestone. Led by a mysterious ”Angel”, the Vault Hunters slowly begin clearing out local bandit populations until they encounter a bandit boss known as Sledge. Having killed Sledge, the Vault Hunters retrieve an Eridian artifact which is revealed to be part of the Vault Key. At the same time, Commandant Steele, acting Crimson Lance Commander on Pandora declares rule over the planet and demands any Eridian artifacts be turned over to the Crimson Lance.
The Vault Hunters travel to the city of New Haven, one of the largest surviving civilizations on the planet and learn about the location of Patricia Tannis. Tannis directs the Vault hunters to the next three pieces of the Vault Key, during which they encounter the Crimson Lance. Upon killing the bandit boss Flint who is believed to have the final Vault Key piece, it is revealed that Tannis had the final piece and was working with the Crimson Lance all along. Steele disables the ECHOnet and the Vault Hunters set out to the Crimson Enclave, a Crimson Lance base, to rescue Tannis.
Upon saving Tannis and reactivating the ECHOnet, Tannis sends the Vault Hunters after Steele who is attempting to open the Vault. The Vault Hunters fight through Lance and Guardians alike to reach The Vault just before Steele opens it. Upon opening the Vault, Steele is immediately killed by The Destroyer an ancient alien that was housed inside the Vault. The Vault Hunters kill the beast and return the Key to Tannis, whilst it is revealed that Angel, the guide to the Vault Hunters has been communicating to them through a Hyperion satellite the whole time.
Events Leading up to The Pre-Sequel
The opening of the first Vault triggered the release of an element called Eridium, which slowly begins popping up all over the planet of Pandora. Detecting the release of the element, the Hyperion corporation begins to move into the Pandoran system.
The Vault Hunters are summoned shortly after by an ex-Lance officer known as Athena. Athena assists the Vault Hunters in striking down an already crippled Crimson Lance and their sole surviving general, General Knoxx, driving the Lance off of Pandora for good.
Meanwhile, a Hyperion experiment that was intended to rid Pandora of Vault Hunters goes awry when a reprogrammed CL4P-TP unit, better known as a Claptrap unit sparks a revolution among Claptrap robots. Hyperion contacts the Vault Hunters and asks for help in dealing with the problem. The Claptrap revolution is shattered and the Claptrap robots are returned to normal, or at least as normal as Claptrap robots can be.
2 years pass between the events of Borderlands and Borderlands: The Pre-Sequel
The Pre-Sequel
With the Crimson Lance all but defeated, Athena seeks work as a hired gun. She comes across a distress signal put out by a Hyperion engineer by the name of Jack in the year 2877 who reveals his position to be aboard a Hyperion space station known as Helios. The station is under attack by Zarpedon’s Lost Legion who hope to halt the progress of construction of the station above Pandora. Athena, as well as mercenaries Wilhelm, Aurelia Hammerlock, Timothy Lawrence (who has undergone facial reconstructive surgery to pose as Handsome Jack's doppelganger), Nisha, and Claptrap travel to Helios to rescue Jack and save the station.
The Lost Legion are repelled by the Vault Hunters, and Jack launches the crew to Elpis in search of a jamming signal which is preventing fast travel off of Helios. The crew encounters Janey Springs who helps them get to the city of Concordia, a former spaceport before The Crackening. After dispatching some scavengers, the team enters Concordia, meeting up with Roland, Lilith and Moxxi who assist them in disabling the jamming signal, allowing Jack to fast travel off of Helios.
Jack confronts the Meriff, mayor and sheriff on Concordia and kills him. He then formulates a plan to retake the station. The team head to an old Dahl factory and assemble a robot army to retake Helios. This raises concerns among Roland, Lilith and Moxxi, however they go along with Jack. Jack and the team travel to Helios with assistance from their robot army and confront Zarpedon who reveals the location of a Vault before being killed.
Elsewhere on Helios, Professor NakayamaA deranged Hyperion scientist begins working on an AI prototype which he hopes he will be able to use to cheat death and upload a patient's consciousness onto a computer.
Roland, Lilith and Moxxi turn against Jack, seeing he is going mad with power. They head after the Vault, hoping to claim it before Jack. Jack sends his crew back to Elpis in search of the Vault.
The team dispatches Eridian Guardians as they head deep into Elpis, eventually reaching the Vault Elesser, beating Roland, Lilith and Moxxi. They defeat the guardian, The Sentinel, and Jack arrives just in time to claim an artifact inside which gives him visions of a new Vault on Pandora, home to an even greater power. Lilith enters Elesser and smashes the artifact, scarring Jack and pushing him over the edge. Jack adopts the identity of Handsome Jack with a mask covering his scarred face. With the company of Hyperion in his control, he begins seeking out the Vault on Pandora.
Events Leading up to Borderlands 2
Jack, learns of a secret weapon hidden away inside of Claptrap, known as the H-Source. Jack sends his crew inside of Claptrap’s mind in order to retrieve it. The team fights throughout Claptrap’s subconscious, learning more about the robot than they could ever care to know, until finally retrieving the H-Source and returning it to Jack. Jack uses the code to destroy all Hyperion Claptrap units. He executes the Claptrap belonging to his crew and dumps him off in Windshear Waste where he is discovered by Sir Alistair Hammerlock.
Athena and Aurelia leave Jack at this time, both disgusted by his actions. Athena settles down with Elpis native Janey Springs. The couple moves to the town of Hollow Point on Pandora shortly after, and much to the chagrin of Janey, Athena continues in her mercenary ways. She almost immediately picks up a contract put out by a man named Felix, who hires her to protect his two adopted daughters.
Aurelia disappears, whilst Nisha, Wilhelm and Timothy Lawrence stay by Jack's side.
Jack’s takes over the Pandoran mining town of Lynchwood for his girlfriend Nisha. Wilhelm, Nisha and Jack attack the city of New Haven, prompting Roland, Mordecai, Lilith and Brick to defend the citizens while they evacuate. Jack kills Brick's dog, while Wilhelm nearly kills the Vault Hunters, driving them away. Wilhelm and Jack then board a train commandeered by Helena Pierce, leader of New Haven and execute her as well as the city's residents.
This loss of New Haven and his dog causes Brick to snap and murder a Hyperion informant that the Raiders had captured in order to get intel on Handsome Jack. Roland kicks Brick out of the Crimson Raiders. Mordecai isolates himself, while Roland and Lilith begin assembling an army of ex Crimson Lance soldiers under the banner of the Crimson Raiders to protect Pandora. They face initial resistance from Jack and are slowly pressed back to their headquarters in the city of Sanctuary.
Jack, utilizing Eridium to power his weaponry and having declared himself dictator of Pandora, begins sending out messages drawing new Vault Hunters to the planet in search of the Vault. Jack systematically kills off all new Vault Hunters that arrive on the planet.
3 years pass between the events of Borderlands: The Pre-Sequel and Borderlands 2.
Borderlands 2
A Vault Hunter team comprised of Axton, Maya, Salvador, Zero, Gaige and Kreig survive a train bombing and crash in Windshear Waste in the year 2880. They encounter Claptrap who leads them to Alistair Hammerlock in the small town of Liar’s Berg. All the while, Angel directs them and pledges to help defeat Jack. Hammerlock sends the Vault Hunters after clearing out local bandits, which opens the way for the Vault Hunters to travel to the city of Sanctuary. At Sanctuary, the Vault Hunters are informed that the Crimson Raider’s leader, Roland, has been captured by a bandit known as the Firehawk. The Vault Hunters confront The Firehawk, who turns out to be Lilith whose elemental Siren powers have been enhanced by the release of Eridium across the planet. Lilith sends them after another bandit tribe who has Roland, and upon freeing him, learn of a plan Roland has to defeat Jack.
The Vault Hunters attempt to recapture the Vault Key from a Hyperion train with the help of Mordecai and Tiny Tina, however they find Wilhelm, Jack’s enforcer instead. He is narrowly dispatched by the Vault Hunters, and a power core is retrieved off of him that Angel insists can be used to shield Sanctuary from Helios’s barrage of fire. The Vault Hunters return the core to the city, and upon plugging it in, the core drops Sanctuary’s shield. Helios opens fire on the city, prompting Lilith to teleport the city away.
With the city crippled, Angel begs to be forgiven, telling the Vault Hunters that Jack is using her to charge the Vault Key to open the Vault and release The Warrior, an ancient alien that will serve whoever releases it. Angel tells the team that if Jack opens the Vault he will destroy Pandora. Angel reveals where she is being held, in a Hyperion facility and urges the Vault Hunters to free her. The team, led by Roland, Mordecai and Lilith gather what they will need to assault the compound, recruiting Brick along the way. The team assault the Hyperion base and encounter Angel, who is revealed to be Jack’s Siren daughter. She tells the Vault Hunters to kill her to stop the key from being charged, and when they do, Jack kills Roland and captures Lilith in order to use her to finish charging the key. Following Angel’s death, her Siren powers are transferred to Tannis, who keeps her anointment of Siren powers a secret from the rest of the Crimson Raiders.
With Roland dead and Lilith captured, Mordecai and Brick lead the assault through the Eridium Blight to the Vault. The Vault Hunters arrive at the Vault just after Jack opens it and releases the Warrior. The Vault Hunters kill the Warrior and Jack and free Lilith. Lilith, wanting to destroy the Vault Key accidentally activates a map showing the locations of more Vaults all across the universe.
Events leading up to Tales from the Borderlands
The Vault Hunters split up, some traveling off planet to find new Vaults, others staying on Pandora, taking up mercenary work. During a game hunt with Sir Hammerlock, the Vault Hunters encounter Professor Nakayama holed up in a crashed Hyperion ship. Nakayama falls down a flight of stairs and dies. His body is recovered by traveler and collector Shade after the ship is looted by the Vault Hunters.
With Jack dead, a power vacuum is created on Helios. A Hyperion executive known as Saul Henderson takes control of the company, but he is murdered shortly after by Hugo Vasquez, who regains control of the company. At some point, Timothy Lawrence, as well as all of the other Handsome Jack doppelgangers are instructed to travel to The Handsome Jackpot, a massive casino space station, where they are trapped, facing the threat of being blown up by a injected bomb.
It is unknown how many years pass between the events of Borderlands 2 and Tales from the Borderlands.
Tales From The Borderlands
NOTE: Not all events in Tales From the Borderlands are canon. While the overarching story is canon, certain events, such as characters that died or survived or minor details may differ from playthrough to playthrough. Gearbox has not confirmed which events from the game are canon, or if certain characters died or are still alive.
In the city of Hollow Point, three con-artists, Felix and his two adopted daughters, Fiona and Sasha, set up a con involving a fake Vault Key. Fiona delivers the fake Key, built by Felix, to Sasha and her boyfriend August.
At the same time, a cybernetic enhanced Hyperion middle manager by the name of Rhys, seeking a promotion from Henderson, is shocked to find him dead, launched out of an airlock by Vasquez. Vasquez demotes Rhys to Assistant-Vice Janitor but not before letting a potential deal with a Vault Key slip. Rhys, angered by Vasquez, recruits his friends Vaughn and Yvette to interrupt the deal and get the Vault Key. They travel to Pandora where the face bandits in the town of Prosperity Junction. Yvette sends down a Loader Bot to help them. The Loader Bot flies away, dispatching the last of the bandits upon Rhys's order.
Rhys and Vaughn enter The World of Curiosities where they find the taxidermied body of Professor Nakayama. Rhys recovers a data chip off of the body before they meet Shade, who introduces them to August and Sasha, the owners of the Vault Key.
The deal goes awry when Bossanova, a dub-step loving bandit boss, and Zero, crash into the World of Curiosities in the heat of battle. The fake Vault Key is smashed and Bossanova takes the money and escapes, followed by Zero. Amidst the confusion, Rhys and Vaughn try to hijack Felix's caravan. The two are taken prisoner by Fiona, Sasha and Felix. Hoping to prevent being tossed out of the caravan, they reveal they can track the money. The two sides form a temporary alliance. Rhys, hoping to find the money, plugs the recovered data drive into his head and collapses, while Vaughn successfully tracks the money to an abandoned Atlas warehouse.
Rhys comes to and they form a plan to recover the money from Bossanova who offers it to whomever wins his death race. Zero crashes the party and kills Bossanova, and just as the crew are about to get the money, it is captured by Felix who betrays Fiona and Sasha. Depending on your choices during the game, Felix will be blown up by the rigged case, or will toss it and escape. Either way, the money is destroyed. The group begins searching the arena for something of value. Rhys stumbles into a cellar which contains rare Atlas treasure. Fiona and Rhys each obtain a mysterious artifact that, when joined together, displays a map to a Vault.
A construct of Handsome Jack appears to Rhys, threatening to kill him. Rhys, obviously startled, tells Jack that he is dead and is merely a hologram. They infer that Jack's consciousness was aboard the data drive he took from Nakayama. Meanwhile, Fiona, Sasha and Vaughn uncover the location of a secret Atlas facility which they hope will lead them to the Vault.
The team meets back up with Loader Bot, and travel to Hollow Point for repairs to the caravan. They are shot at by the moonshots on Helios, and Rhys and Vaughn are separated from Fiona and Sasha.
Rhys and Vaughn travel across the desert until they encounter Vasquez, furious at Rhys for the blown Vault Key deal. Rhys and Vaughn escape thanks to help from Jack and Loader Bot.
Fiona and Sasha arrive at Hollow Point, and with the help from Scooter, repair the caravan. The sisters are attacked by two goons whilst looking through their old home; Kroger and Finch. They escape from Kroger and Finch and run into Athena, whom they also narrowly escape from. The sisters are reunited with Rhys, Vaughn and Loader Bot, and they leave for the abandoned town of Old Haven, where the Atlas facility is located.
They discover an Atlas facility hidden underneath the town, but are ambushed by Vasquez and August. Rhys and Fiona take their artifacts and join them with a machine deep in the facility, all whilst Vaughn and Sasha are held at gunpoint. The machine connects the artifacts and releases an object known as Gortys, a large sphere. Rhys triggers the facilities security system, deploying drones. They meet up with Vaughn and Sasha amidst a firefight between August's goons and the facility's security drones, and manage to escape. Outside of the facility, the team run into a bandit boss by the name of Vallory who orchestrated the Vault Key deal. August and Vasquez emerge from the facility and are interrogated by Vallory, who kills Vasquez and demands that Fiona and Rhys hand over Gortys. Vallory attempts to execute Fiona before she is stopped by Athena, who scares off Vallory, her son August and their goons.
Rhys activates Gortys, and she reveals that she can locate and control the Vault of the Traveler, but needs a few upgrades first. Athena joins the crew as they set off for Gortys' first upgrade.
Along the way, Jack, who has been berating Rhys since revealing himself, and Rhys form a hasty alliance, although Rhys never fully trusts Jack.
The team arrives at an Atlas biodome situated far out in the tundra. They encounter an Atlas scientist named Cassius who reveals where the upgrade they are seeking is located. The team splits up, with Vaughn, Loader Bot and Gortys staying behind with Cassius, while Rhys and Sasha seek out the Atlas Security Station, and Fionna and Athena go after the upgrade.
Fionna and Athena recover the upgrade and are attacked by Vallory upon meeting back up with everyone. The group is separated once again across the facility. Rhys meets up with Sasha and Loader Bot and they attempt to rescue Gortys who is being pursued by August. Fionna, elsewhere, finds Athena fighting Brick and Mordecai, however they are both incapacitated. Vallory gathers the prisoners and tells them that they are working for her now to try and recoup her losses from the failed Vault Key deal. Athena is hauled off by Brick and Mordecai, who Vallory reveals were hired to remove her from the picture. Gortys reveals that her last upgrade is on Helios station in Jack's old office.
Back in Sanctuary, Athena recounts the events of the presequel to Lilith while being interrogated. Lilith orders her execution, but Athena is saved when a mysterious Guardian known as The Watcher tells Lilith that there is a war coming, and that they are going to need all the Vault Hunters they can get. Lilith, having already sent Gaige and Axton to Epitah in search of new Vaults, contacts them and tells them to spare the life of Aurelia, whom they found on the planet.
Fionna, Sasha, Loader Bot, Gortys, and August travel to Hollow Point to seek help from Scooter and Janey. Meanwhile, Rhys, Kroger and Finch travel back to Old Haven to recover the face of Vasquez, which Rhys says will let him digistruct a disguise to get them into the station. Vaughn is left at the biodome with Cassius. They return to Hollow point, and the team, along with Scooter, launch to Helios. Along the way, the rocket sucks up the corpse of Henderson, which requires immediate attention. Fionna and Scooter go outside to detach the rockets, but Scooter is caught and sacrifices himself to keep the mission going.
The team arrives on Helios, and Rhys, disguised as Vasquez, encounters a furious Yvette. Rhys knocks her out, out of fear of compromising the mission, while Fionna and Gortys attempt to infiltrate A Hyperion tour to gain access to Handsome Jack's office. When that plan goes awry, Jack reveals to Rhys that there is a hidden trapdoor into his office. Rhys, Fionna and Gortys meet up below Jack's office, where Rhys enters the office and retrieves the upgrade. Here, Rhys claims the deed to the Atlas corporation, which Jack has been holding onto since destroying the company. Jack convinces Rhys to sit in his chair, and either traps him and uploads himself into Helios's computer, or convinces Rhys to upload Jack of his own volition. EIther way, Jack now has control of Helios station, and tells Rhys that he is going to graft an endoskeleton into him so he’ll have a new body to control, however Rhys escapes.
Rhys encounters Yvette, who he explains to that Jack has control of the station. Yvette joins them as her and Rhys head for the reactor core while Fionna and Gortys are ordered to evacuate back to the shuttle.
Fionna and Gortys encounter August who leads them back to the shuttle, where they are betrayed by Finch and Kroger, who take Sasha, Gortys and her final upgrade.
Rhys and Yvette enter the reactor core, where Jack tries to stop them, however they successfully shut down the core, triggering a meltdown. The entire station is evacuated, and Loader Bot sacrifices himself to launch Yvette and Rhys's escape pods. Fionna escapes at this time, as does August.
With Helios falling out of the sky, the scattered crew lands in what appears to be the Eridium Blight. Rhys makes his way to Jack's shattered office, where Jack manages to jump back into Rhys. Rhys's mechanical arm is skewered on a piece of metal, and he rips it off, as well as digging his cybernetics out of his head, despite Jack's pleading. Rhys tears out his echo-eye, and either destroys the device or holds onto it. Either way, Jack is no longer a threat to Rhys or the crew.
Elsewhere, Fionna emerges from her escape pod, and begins searching for her sister. A fleeing bandit informs her that Vallory upgraded Gortys and that the Vault was opened. Fionna picks her way across the wreckage, finding Vallory shooting a rocket launcher off into the distance. She attempts to confront Vallory, but is stopped by Finch who says that her sister put up a fight. Fionna kills Finch and confronts Vallory, who says that they need to destroy Gortys (now a gigantic robot) because she is keeping the Vault monster on Pandora. Vallory is smashed and Fionna rushes over to the launcher and aims it at Gortys. Sasha appears and helps her, and the two destroy the beacon atop Gortys, which releases the Traveler..
With Gortys seemingly destroyed and their adventure over, Fionna and Sasha return to their old ways in Hollow Point, while Rhys travels back to Cassius's facility and is outfitted with new cybernetics. Fiona and Rhys receive ECHO beacons roughly a year later, which leads them to the town of Prosperity Junction, where the whole adventure started. They are both kidnapped by a mysterious Stranger, who demands they retell their entire story, from the Vault Key deal to the opening of the Vault.
They both tell their stories as they travel back toward the wreckage of Helios, where the Stranger turns them over to Kroger, in exchange for a captured bandit. Kroger threatens to kill Fiona, but is strangled to death by the Stranger. The bandit reveals himself to be Vaughn, who has adopted the leadership of the surviving Hyperion employees.
Vaughn leads Rhys and Fiona back to his home on Helios with the Stranger in tow, while explaining how Cassius helped him escape from the Atlas biodome following Vallory's ambush. Vaughn made his way to the wreck of Helios and began organizing the survivors.
Back at Helios, Rhys, Fiona and Vaughn interrogate the Stranger, who reveals himself to be Loader Bot. Loader Bot explains that he survived the crash of Helios and witnessed Fiona and Sasha destroy Gortys. Betrayed, he transferred himself into Jack's exoskeleton and formulated a plan to rebuild Gortys. He captured Rhys and Fiona to better understand what happened, but with the air cleared, Loader Bot revealed his plan. He scavenged up Gortys's parts and hopes to reactivate her, this time with proper assistance from Rhys and Fiona this time.
Vaughn shares a plan to defeat The Traveler, a massive Vault monster that has teleportation abilities. He tasks Fiona and Sasha with detonating a bomb inside the monster to cripple it, while Gortys will fight the monster into position in front of Helios's moonshot cannon.
Fiona recruits a team of people to help. Gortys is reassembled and the Vault of the Traveler appears. Gortys is adamant about fighting The Traveler again, however Rhys reassures her that this time will be different. The team forces The Traveler to teleport, at which point Fiona and Sasha jump the caravan into it with a bomb. Inside of the monster, Fiona plants the bomb, however as they make their escape, the detonator fails to work. Sasha sacrifices herself to detonate the bomb while Fiona escapes. The bomb is detonated and Gortys wrestles The Traveler in front of the moonshot, where The Traveler is blasted apart.
The team finds Sasha dead, but she is resuscitated by one of Felix's gadgets. While the team begins scavenging loot, Fiona and Rhys head toward the Vault, reminiscing about their adventure and Rhys's attraction to Sasha. They enter the Vault and head up a staircase leading to a chest. They open it together and disappear as they Vault teleports them away.
Events leading up to Borderlands 3
It is unknown what happens to Rhys, Fiona, Sasha, Vaughn, and the other Tales characters at this time. What we do know is that whatever Rhys found inside the Vault allowed him to rebuild the Atlas corporation with help of Zero. Vaughn stays on Pandora with his clan of bandits within the remains of Helios.
Colonel Hector and his Dahl Battalion escape the mine they were trapped in at some point after it was discovered by Cassius, and upon finding out Pandora is a desolate wasteland, become hellbent on creating the paradise the Dahl Corporation promised them long ago. The New Pandora military clear Vaughn’s bandit gang out of the remains of Helios and attack the Crimson Raiders’ base of Sanctuary with a toxic gas which leads to rapid growth of plant life, created by Cassius.
Lilith and the Crimson Raiders are forced to flee Sanctuary, and come across Vaughn in a bandit outpost known as The Backburner. They team up to stop Hector. The Raiders come across Cassius at the site of the collapsed mine where Hector and the New Pandoran army were trapped, and upon learning that the gas is being used for evil, Cassius agrees to help make an antidote. Hector floods the facility with gas, infecting Cassius who must be killed so that the Raiders can make an antidote. Cassius’ blood is harvested and an antidote is created. The Raiders assault Sanctuary, now overgrown with plants. Hector has ingested the gas, mutating him into a monster who consumes the Vault Key and Sanctuary. Lilith has no choice but to destroy the floating city, killing Hector and scattering the Vault Key somewhere in the Pandoran desert.
Now without a base, Ellie, sister of Scooter, is tasked with building a new base of operations for the Raiders, the Sanctuary III spaceship (don’t ask what happened to Sanctuary II)
Pandora experiences a period of (relative) peace, with the corporations gone and Hector’s New Pandoran army defeated. The Crimson Raiders mostly dissolve, with the Vault Hunters going their separate ways. Maya retires to the ancestral Siren world of Athenas to train a girl who will become a new Siren, Ava, Gaige becomes a wedding planner, Kreig secludes himself in a cave to mend his mind and conflicting personalities, and Axton and Salvador become game show hosts.
The Calypso Twins begin spreading their gospel about the Great Vault over the ECHOnet, gaining a large following. They find that the bandits and psychos of Pandora are especially susceptible to their propaganda, and the various bandit clans of the planet begin to unite under them, becoming known as The Children of the Vault. The sheer number of bandits and psychos following the Twins alarms Lilith, who begins to reunite the Crimson Raiders to fight back.
7 years pass between the events of Borderlands 2 and Borderlands 3.
Borderlands 3
It is the year 2887. Lilith sends out a distress call for new Vault Hunters, attracting FL4K, Moze, Zane and Amara, a Siren, to Pandora, where they help Lilith assault a Children of the Vault base. Lilith tasks them with finding the Pandoran Vault Key that was lost following the destruction of Sanctuary. The team encounters Vaughn, who helps them recover the Key, which directs them to the ecumenopolis of Promethea. Before they can board Sanctuary III however, Lilith’s Siren powers are leached by Tyreen in an ambush. The Children of the Vault take off to Promethea, where they believe the Great Vault is located.
The Crimson Raiders follow them to Promethea where they find the planet under siege by the Maliwan Corporation, led by Katagawa Jr.. The Raiders make contact with Rhys, now CEO of the reformed Atlas, who requests their help breaking the Siege. The Raiders travel down to the surface and successfully hold off Maliwan forces, which have allied themselves with the Children of the Vault. Rhys directs the Raiders to Athenas, where part of the Promethean Vault Key is under protection of Maya and the Sages. The Crimson Raiders travel to Athenas and repel the Maliwan assault there, claiming a piece of the Promethean Vault Key and recruiting Maya and Ava.
The Raiders rejoin the fight on Promethea and manage to recover the other pieces of the Vault Key after killing Katagawa Jr. They travel to the Promethean Vault, believing it to be the Great Vault that the Twins are seeking. Inside the Vault however, they find a Vault Monster, The Rampager, and not the Great Vault. Tyreen and Troy arrive at the Vault after the Vault Hunters kill the beast, and Tyreen leaches the Rampager’s energy, revealing their plan to absorb the powers of Vault Monsters. Maya is killed while attempting to save Ava from the Calypso Twins.
The Crimson Raiders regroup on Sanctuary III. Tannis suggests that the Raiders slay the Vault Monsters before Tyreen can leach their energy. The Crimson Raiders travel to the swamp planet of Eden-6, headquarters of the Jakobs corporation. There, they meet Wainwright Jakobs, heir to the Jakobs corporation. He informs the Vault Hunters that Alistair Hammerlock, his lover, has been captured by his sister, Aurelia, who has claimed the Jakobs corporation with help of the Children of the Vault. The Vault Hunters rescue Alistair, acquire the pieces of the Eden-6 Vault Key, and confront Aurelia in Jakob’s Manor, killing her. They open the Vault hidden beneath the manor, and kill The Graveward before Tyreen can leach the monster’s power. Infuriated, she takes Tannis captive.
The Raiders pursue the Twins back to Pandora, where they rescue Tannis from bandit bosses, Pain and Terror. It is here that Tannis reveals her Siren powers to the Raiders. Troy begins the process of opening the Great Vault, activating its Vault Key, the moon of Elpis, which begins to tear Pandora apart. The Raiders assault the Children of the Vault headquarters, and kill Troy who is leaching his power from Tyreen. Upon killing him, Troy’s Siren powers, which were in turn stolen from Maya, are passed onto Ava. Tyreen escapes before the Vault Hunters are able to kill her.
The Vault Hunters are shortly contacted by Typhon DeLeon, who summons them to Nekrotafeyo. When the Vault Hunters meet the first Vault Hunter, he explains to them that Pandora is the Great Vault, and that if Tyreen wakes the Destroyer, she will be able to leach its powers and become the most powerful Siren in existence. He points the Vault Hunters to the Machine, the massive engine that sealed the Destroyer away in Pandora long ago. With the Pandoran, Promethean, Eden-6 and Nekrotafeyo Vault Keys, the Machine can be reactivated and the Destroyer can be sealed away once again. Before the Machine can be activated however, Tyreen teleports onto the planet, disabling it and mortally wounding her father, Typhon. Typhon tells the Vault Hunters not to be the last of their kind before succumbing to his injuries.
The Vault Hunters chase Tyreen back to Pandora just as she leaches the power of the Destroyer, merging with it. The Vault Hunters fight hard and eventually defeat Tyreen the Destroyer, which returns Lilith’s Siren powers. Lilith, in an effort to stop the Great Vault from being opened and destroying Pandora, sacrifices herself, flying up to Elpis and branding the moon with the firehawk symbol. Pandora, and the universe is saved.
Events leading up to Borderlands 4(?)
Following the battle, the Moxxi and the Vault Hunters travel to the Handsome Jackpot where they find Timothy Lawrence. After Hyperion collapsed, the station fell into chaos. Jack’s former court jester, Pretty Boy has gained control of the station, and is seeking Timothy’s “winning hand” access, which would allow him to take control of the Loaderbot factory deep within the station’s bowels. The Vault Hunters defeat Pretty Boy, and Moxxi agrees to go on a date with Timothy Lawrence.
Elsewhere, on the frozen world of Xylourgos Wainwright and Hammerlock prepare their wedding, planned by Gaige. It is briefly interrupted by a fanatic cult worshipping the still beating heart of a long dead Vault Monster, but it is nothing the Vault Hunters cannot deal with.
Tannis, in an effort to study the minds of psychos, begins examining Kreig’s broken mind, and helps him come to terms with what's happened to him and Maya’s death, bringing him back into the fold.
THE END
So far...
I believe this is the most comprehensive story of the Borderlands Series so far. If I missed anything or got anything wrong, please correct me in the comments! Thanks for reading everyone!
submitted by Moldeyawsome12 to Borderlands [link] [comments]

List of Known Bugs In The Cayo Perico Heist DLC + GTA Online:

To avoid multiple, repetitive post on all the bugs in GTA online, especially since the latest DLC release, this post will contain all the common bugs and will be updated as more are discovered and workarounds are found.
Please leave any other bugs you've encountered in the comments below and they may be added to the above list, but please note that this is not meant to be a discussion thread, it's meant to list common bugs so players who encounter them know they are not the only ones experiencing them.
Any comments/replies beyond simply listing a bug will be removed, and the user may be temporarily banned from the sub.
Before leaving a comment, please review the above list, and the comments below to see if what you're about to post has already been listed or commented on.
If you see a comment with the same bug you've experienced, please upvote it so we can see how many others are also experiencing that issue.
Posts about any of these bugs will be removed.
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Bugs related to the Cayo Perico Heist DLC:

  1. Not being able to join friends / error message displaying prompt declaring a certain player hasn’t finished the GTA Online tutorial.
  2. Not being able to deliver various pieces of heist equipment to the Kosatka during missions.
  3. During the Plasma Cutters mission, taking a picture of the heist prep board in the safe house won’t register and you can’t send it too Pavel to progress the mission.
  4. During the RO-86 Alkonost Plane delivery mission and the Velum delivery mission, the delivery checkpoint will be stationed at the casino, either the garage, front door, or music locker enterances will be highlighted.
  5. During the Longfin boat delivery mission the delivery checkpoint will not register the Longfin once it has reached it destination.
  6. When poisoning the water tower on Cayo Perico, players have reported either themselves or other players dying randomly.
  7. When hacking into El Rubio’s compound, players have reported being stuck on a static as the game loads the cameras in the compound.
  8. When quitting GTA Online after doing a Cayo Perico Heist mission prep, the game won’t save your last prep, requiring you to do it again.
  9. The Cayo Perico primary target value will sometimes not display correctly and there as issue the incorrect amount of money for stealing the primary target on hard mode.
  10. In the Cayo Perico heist finale, selecting the drainage point as your entrance into the compound won’t register correctly on your map, with the highlighted icon being the main entrance rather than the back.
  11. All of the Pariah’s spoilers won’t display visually for any player.
  12. When using the track pad to open the interaction menu on the PS5, the game soft locks you out of using your interaction menu again.
  13. When escaping the compound, sometimes the boats at both the main dock and north dock won’t spawn.
  14. Killing the juggernuat may cause the alarms to go off in the compound, even if done stealthy.
  15. Both the Tom Conners missions and the English Dave missions sometimes bug up and don't allow you to deliver an objective to the yellow circle.
  16. When entering the compound, plyers are reporting disconnects, either the host of the heist leaves the game or another team member will leave randomly.
  17. When leaving the compound, the game will not give you a way to escape, leaving you softlocked in the compound.
  18. In the heist finale screen, platers report not being able to buy a heist support crew.
  19. When completing the Cayo Peico heist, players report that they discount from the game as soon as the heist is finished, leaving them without their payment.
  20. Some players report that the payouts are incorrect when being divided out to players, as an example, a 30/70 payout will change to a 15/85 payout when the heist ends.
  21. Some players report losing their payout as soon a they reset the game.
  22. Prep missions for the Cayo Perico heist will not start randomly.
  23. During the Alkonost setup mission the laptop needed to progress the prep mission will not spawn.
  24. During the Alkonost setup mission the plane will start smoking instantly when leaving the hanger, causing the plane to prematurely blow up before the mission ends.
  25. When scoping out Cayo Perico for the second time, (steal the plane from the drug dealers,) the yellow dot mission marker will not display, not allowing the player to fly to Cayo Perico.
  26. During the scope-out mission for Cayo Perico, players report the supply truck not spawning in.
  27. When collecting the Chakra Stones for English Dave, collecting all he stones will not prompt the next mission objective.
  28. When trying to obtain the safe codes from the head of security the casino penthouse, players report the main target not spawning, effectivly softlocking the player in the penthouse.
  29. "Invisible guards" patrol the compound after you rob it, resulting in your player character getting caught.
  30. Guards will sometimes not show up on the radar when on the Cayo Perico heist finale.
  31. Players report different weapon loadouts, entry points, and exit points on the final heist rather than what they choose on the finale screen.
  32. Players report that when entering the drainage pipe and surfacing into the compound, the game breaks stealth and puts you into combat.
  33. The Madrazo files will sometimes get replaced with an entirely different target all together on a first run of the Cayo Perico heist.
  34. Delivering anything to the Music Locker will sometimes not work.

Bugs related to the Casino Heist DLC and GTA Online Broadly:

  1. Cannot deliver heist prep equipment: The vehicle will enter the yellow circle and nothing will happen.
  2. Cannot deliver product from businesses: The drop/delivery won't register, or you enter the delivery circle and it won't register.
  3. Cannot deliver Business Battle goods: Will not register when entering the yellow circle.
  4. Falling through the map.
  5. Getting stuck in the man trap or spawning under the map during the Casino Heist, or being disconnected.
  6. Oppressor MKI, or any car floating in the air.
  7. Flying over the water and respawning on the beach.
  8. Changing lobbies but being put back into the same one.
  9. Not receiving Elite bonuses after completing the Casino Heist.
  10. Starting a Casino Heist and having no objective point on the map, causing players to have to leave the lobby.
  11. Having to setup the Arcade again after previously doing the setup mission.
  12. Vehicles/aircraft not spawning after being requested either from the mechanic, Ms. Baker, or through the interaction menu.
  13. Nightclub technicians will stop producing certain products.
  14. Certain vehicles losing their resistance to rockets/explosives. MOC, Avenger, etc...
  15. Infinite loading screens
  16. White screening during the Casino Heist end screens.
  17. Heist cuts not being properly distributed after completing Heists.
  18. Casino Heist being stuck once you leave the arcade: Can't move, etc...
  19. Rewards in Arena Wars, or other jobs, not being properly calculated for the person in first place.
  20. Trade prices not unlocking after completing the Casino Heist.
  21. When searching for a casino heist through quick job in your cellphone, there's a chance it bugs out and upon joining the room, you're unable to see the finale board where you'd normally see the percentages and ready status.
  22. On silent and sneaky, there's a chance the guards that are supposed to be moving around and patrolling stand completely still. This is both helpful and annoying in different parts of the heist and if you haven't got duggan shipments completed, you're pretty much fucked or forced to get creative.
  23. On Big Con, sometimes the exit disguises don't spawn even though the run was done completely undetected (I've experienced this with gruppe sechs entry).
  24. When collecting daily vault, sometimes it might happen that you get stuck in the animation without being able to stop.
  25. The stockade sometimes spawns in the wrong arcade.
  26. Getting stuck in an endless dancing loop during the Casino Heist setup for the level 2 keycards.
  27. Incorrect getaway vehicles will spawn for the Casino Heist.
  28. In Sumo(Remix) the wrong team will be awarded the win.
  29. Mechanic will sometimes not spawn and the player will not be able to modify their vehicles.
  30. MC business raids not sending message to players.
  31. Dying during the explosives prep mission for the Casino heist can lead to a long, or infinite respawn.
  32. During the Prison Break Heist Rashkovsky will not move, be invisible, or die after parachuting from the plane at the end of the Heist.
&#x200B;
Please report bugs directly to Rockstar You can also link this post to them as well.
If you have lost money due to a bug, please open a support ticket.
-7DeadlyFetishes
submitted by 7DeadlyFetishes to gtaonline [link] [comments]

$ACAC Merging w/ Playstudios - Undervalued MGM-Backed Online Gaming/Gambling/Return to Normal Play?

$ACAC Merging w/ Playstudios - Undervalued MGM-Backed Online Gaming/Gambling/Return to Normal Play?
Wondering what everyone's thoughts are regarding Playstudios merging with ACAC. Seems to have oddly dropped below even where it was when it was in the rumour stages. Here are some of the investment notes I've gleaned from my research.
Please help provide more bear (or bull) cases if possible!
Summary
⦁ Online gaming company with major backing and investments from MGM Group, Blackrock, Activision Blizzard, and Neuberger Berman
⦁ Playstudios' game profiles include: myVEGAS Slots, POP! Slots, myKONAMI Slots, myVEGAS Blackjack, and Kingdom Boss + myVEGAS Bingo coming soon
⦁ >100M lifetime app downloads
⦁ 4.2M monthly active users

From PlayStudios investor deck
⦁ 56 minutes playtime/day (more than TikTok, YouTube, etc. as per Skillz' research), fairly comparable to Skillz as well (their data below)
Skillz data on minutes per user per day - Playstudios is 56 minutes/day
⦁ Unique loyalty rewards program that engages sticky user base by providing free rooms, meals, drinks, at many Las Vegas resorts such as Bellagio, Aria, MGM, Luxor, Mandalay Bay, etc., as well as exclusive gambling room access in select casinos
⦁ Valued at $1B enterprise value at NAV
⦁ Using capital injection to develop new apps, M&A with other gaming companies
Bull Cases
⦁ SPAC Management group is quite stacked and very heavy on online gaming, and gambling sectors
⦁ Co-CEO Edward King has experience at Morgan Stanley as Managing Director and Global Head of Gaming Investment Banking
⦁ Co-CEO Dan Fetters also has experience at Morgan Stanley as Managing Director of M&A
⦁ EVP of Acquisitions Chris Grove is a partner at Eilers & Krejcik Gaming
⦁ Chairman Jim Murren former CFO, Chairman, and CEO of MGM for over 20 years (12 years as Chairman, CEO) and led the recovery of MGM post-financial crisis. Currently also Chairman of COVID 19 Response in Neveda
⦁ Other Board members include the President and CEO of the Boston Red Sox and Chief Exec. of Fenway Sports Management, Senior VP of Monumental Sports and Entertainment, former CEO of ShooWin, and FoundeCEO of Sydell Group (lifestyle hotel chain)
⦁ Playstudios exec. team also all have long history of gaming, and gambling sectors
⦁ TAM of mobile gaming only set to continue to grow YOY
⦁ Loyalty program appears to be very sticky for Vegas visitors, as well as offering a clear value add for even non-gamers to participate (free drinks, hotel stays, etc.), and causing a virtous cycle from user app engagement -> real-life reward redemption -> resort app offers -> and back
Virtuous Cycle - from PlayStudios investor deck
⦁ Undervalued in terms of PS ratios comp. to other mobile gaming companies (Zynga, Playtika, etc.), and EBITDA basis
⦁ History of strong app development and revenue growth without major capital injection
⦁ History of profitable business model, stronger revenues than a Skillz ($270M for Playstudios v. $255M for Skillz)
Revenue Growth and DAU Chart - from PlayStudios investor deck
⦁ All apps have strong user experience and reviews are exceptional
⦁ Very large amount of shares set to exit lock-up 12 months after de-SPAC
⦁ During the lockdowns, the global market for social casino games grew 24%, indicating a strong hedge play against another locked down economy
⦁ Massive list of partners
Partners List - from PlayStudios investor deck
⦁ Very valuable subset of audience
From PlayStudios investor deck
Bear Cases
⦁ Perhaps one of many entrants into an industry of very high competition
⦁ EBITDA near-term is not super strong
⦁ Some SPAC cash usage not ideal ($150M going into founder's pockets)
⦁ Not in a very hype sector like EV, Space, etc.

TLDR: I think Playstudios is under-the-radar, competitively differentiated, and undervalued comp. to other mobile gaming companies right now at ~$11.20/share, and see near-term upside as a long-hold given the major partners and big names behind it (MGM primarily, Activision Blizzard secondarily).
Disclosure: 5000 shares of ACAC
Disclaimer: I am not a financial advisor... do your own due diligence.
submitted by GullibleInvestor to SPACs [link] [comments]

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