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Playside Studios Ltd

Entertainment

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Communication Services

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About Playside Studios Ltd

Playside Studios Ltd operates in the Communication Services sector in the Entertainment industry. Thesis Tracker's coverage of Playside Studios Ltd includes 6 comments from 2 fund managers, like Forager Funds. PlaySide Studios Ltd. is an Australian video game developer founded in 2011 by Gerry Sakkas and Mark James Goulopoulos. Headquartered in Port Melbourne, the company specializes in developing video games across mobile, virtual reality (VR), augmented reality (AR), and PC platforms. PlaySide focuses on high-quality digital entertainment, leveraging diverse technology stacks to reach global audiences. As a publicly traded entity, the company continues to expand its portfolio of proprietary intellectual property and work-for-hire projects within the interactive media industry.

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FUND MANAGER

DATE

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17 Apr 2026

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There are 6 comments from 2 fund managers regarding Playside Studios Ltd (ASX:PLY).

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Price

$0.13

$0.11

$0.39

Market cap

$54M

Sector

Communication Services

Fund managers

2 managers

First covered

31 Jan 2024

Last updated

17 Apr 2026

Company Details

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§ Important Notice

The entries below are records originating from third-party statements. Thesis Tracker does not rank, recommend or endorse any fund manager, fund or security. Investment decisions should be made on the basis of the relevant Product Disclosure Statement and, where appropriate, advice from a licensed adviser.

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Frequently asked questions about Playside Studios Ltd (ASX:PLY)

Frequently asked questions

Who is investing in Playside Studios Ltd (ASX:PLY)?

Fund managers including Cyan Investment Management and Forager Funds have invested in Playside Studios Ltd (ASX:PLY).

What opportunities or catalysts do fund managers highlight for Playside Studios Ltd?

No specific opportunities or catalysts have been flagged in the fund manager commentary collected for Playside Studios Ltd to date. (Note: the sole comment in the data, from Forager Funds around April 2026, actually discusses Plenty, a non-bank lender, rather than Playside Studios.)

What are the key risks to the Playside Studios Ltd investment thesis, according to fund managers?

Forager Funds, commenting around April 2026 when the share price was approximately $0.35, discussed a company referred to as Plenty (a non-bank lender), noting its share price had halved over the prior six months and that it had not added to the position; the manager cited rising interest rates and higher petrol prices as increasing the risk that consumers could struggle to repay loans, warranting a dramatically lower portfolio weighting than the more optimistic recovery view held six months earlier. This commentary appears to relate to a different company than Playside Studios Ltd, so it may not directly describe risks to Playside Studios' own investment thesis.

What is the short interest in Playside Studios Ltd (ASX:PLY)?

The short interest in Playside Studios Ltd (ASX:PLY) is 0.07% which makes it the 433rd most shorted stock on the ASX. Of the 451.5M shares that Playside Studios Ltd has on issue, 295.6K have been sold short.

What does Playside Studios Ltd (ASX:PLY) do?

PlaySide Studios Ltd. is an Australian video game developer founded in 2011 by Gerry Sakkas and Mark James Goulopoulos. Headquartered in Port Melbourne, the company specializes in developing video games across mobile, virtual reality (VR), augmented reality (AR), and PC platforms. PlaySide focuses on high-quality digital entertainment, leveraging diverse technology stacks to reach global audiences. As a publicly traded entity, the company continues to expand its portfolio of proprietary intellectual property and work-for-hire projects within the interactive media industry.

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