tldr: On Friday Nov 26 @ 9:00pm, it was announced in a Discord that the Playboy CENTERFOLD launch party will take place Saturday December 4th in Miami. This makes it very likely that Centerfold will actually launch before then. I believe the launch will be a news-worthy event and will draw a lot of eyes to the stock. 🐰🚀
For my original DD on why Centerfold matters, see the previous DD: 🍆💦 = 🐰🚀 -- $PLBY hitting an inflection point, and will challenge OnlyFans and Instagram in early December.
What's the opportunity?
Up until now, Centerfold has just been a little known concept and something in the pipeline -- not even remotely on the radar of most investors. On launch, it will become a reality, an official news event, and investors will decide just how much real potential it holds for PLBY stock. In my opinion, the ability to invest in an OnlyFans competitor capable of pulling in 9+ digits of recurring revenue on short order is appealing.
https://preview.redd.it/qiiyactapq281.png?width=941&format=png&auto=webp&s=62c64313900241d70a640abf0b16a2b0052f2e2a
On Friday at 9:00pm, this message was sent to holders of Rabbitars, PLBY's <forbidden-token-phrase> project that pulled in millions in Q3. These <forbidden-token-phrase> are meant to be "membership keys" that entitle owners to certain perks -- these perks will be fleshed out more fully in the future. One of those perks, apparently, is the ability to RSVP to this launch party. I personally find it interesting and bullish that PLBY is tying <forbidden-token-phrase> to IRL stuff, but that's besides the point: The news of the launch was made public here.
The link itself points to this:
https://preview.redd.it/lqhilx9bpq281.png?width=610&format=png&auto=webp&s=0e809e155df2b7a0f45ca5780da1d86757d32a18
While the news-of-the-news is known to people that follow PLBY pretty closely, the actual news that "Playboy launches Centerfold, an OnlyFans competitor" hasn't hit yet. When it does, it will likely hit some pretty high-profile news feeds. Hopefully when that happens -- which all signs point to being by EOW -- investors of all sorts will all take a closer look at just what the fuck Playboy Centerfold is, and if it's investment worthy.
What is Centerfold?
https://preview.redd.it/2pgvdjsbpq281.png?width=1023&format=png&auto=webp&s=8b1a237f9caa5bf6e184fb4d89f3a4ee12f43346
Centerfold
... keep reading on reddit ➡Keeping this one short and sweet. I've been shilling the fuck out of this stock based on the following thesis:
- Playboy is misunderstood. It's not a shitty boomer company anymore.
- Their revenues are increasing all nearly all fronts.. licensing, dtc apparel, and acquisitions (honey birdette, lovers, yandy)
- The inflection point: They're going to tie everything together with Centerfold, a creator-driven platform. Too much to discuss on this front, but basically it'll be a version of OnlyFans that offers more streams of revenue and a more trustworthy and reputable "home" for the nice tits gig economy.
- I don't think the market fully appreciates just how good of a shot PLBY has at pulling this off, and how much money it can pull in.
- The big risks: execution. Centerfold website could suck, could be delayed, the creators that come on board could be underwhelming, etc.
Today, another large part of that risk has been removed:
https://preview.redd.it/notyif2zs5381.png?width=567&format=png&auto=webp&s=7163def2b1c4c2adfb8efae116eca478a017fd16
There's a Forbes article (google: "Cardi B Playboy") that came out, too. My favorite quote:
> “Creators today deserve to express themselves freely and unfiltered,” she said. “They deserve to feel safe in their creativity and sexuality. And they deserve to own their future. This is what Centerfold is all about. For all those creators out there doing bold, revolutionary, truly culture-shifting things, come join me.”
Basically, this announcement is a huge win. It ups the brand image of PLBY and makes it more likely that creators join Centerfold. It also shows management is really going all in on Centerfold, and that they're serious about creating a platform that serves creators.
My previous DDs go in depth about how Centerfold vs Onlyfans is *not* like Mixer vs Twitch: Mixer/Twitch rely on the network effect -- more viewers means more creators, means more viewers, etc. CF/OF only requires creators -- more creators, more subs... plain and simple. The creators bring their own audience through hustling... and who better to represent creators than Cardi B?
I still do not believe for a second that the market fully appreciates how good of a shot PLBY has at capturing a lot of this market from OnlyFans. In fact, I'm doubtful they're even aware there is a publicly traded company that offers exposure to the cammer market, which is fucking massive and growing, and a no-brainer investment, deserving of
... keep reading on reddit ➡(Nasdaq: PLBY), today launched CENTERFOLD, the new home for the world’s top creators to interact directly with their fans, expand their communities and build their own personal content and commerce businesses. CENTERFOLD is dedicated to creative freedom, artistic expression, and sex positivity, as the next evolution of Playboy’s long history at the intersection of culture and sex.
CENTERFOLD’s founding creator community represents hundreds of millions of social media followers. Hailing from the worlds of music, fashion, fitness and adult entertainment, CENTERFOLD’s founding launch creators include:
- Cardi B, who also serves as the platform’s Founding Creative Director
- Amanda Cerny
- Lana Rhodes
- Gigi Goode
- Elsa Jean
- Ana Foxxx
- Mia Malkova
- Keegan Whicker
- Kate Amouranth
- Leila Leilani
- James Maas
- Plus numerous Playmates including Ashley Hobbs, Carolina Ballesteros, Chasity Samone, Hailee Lautenbach, Yoli Lara, Izabela Guedes, Valerie K and Khrystana
As the platform continues to expand, the roadmap includes highly sought features in merchandise design, production and distribution capabilities, digital content production, live streaming, blockchain integration and more.
It's almost like Taylor dated and broke up with a female model who she consistently referred to as "the sun" and who called her a "princess." Quite the reach, I know. /s
Anyone playing launch of Centerfold? Todays dip put it into a good spot to load up. Then again, the launch could go tits up and tank the share price. /u/caddude42069 mentioned a week or two ago he wanted to add at the $32-33 range. CEO reiterated launch is only a few days away...or still tracking to be DEC 2021. PT $45 if the launch goes well.
also check out my flair. Genius huh?
Alot of people were surprised $PLBY didn't launch Centerfold during their party in Miami recently.
This caused the stock to come down for 35-36 to 33 and I believe there is a huge opportunity. The launch is going to happen.
Everytime a new founding member comes on board, it pumps back up to 35-36 the past couple days. CEO said in the last earnings call Centerfold, which is a direct competitor to OnlyFans is launching the first half of December. When this launches, the rest of the world is gonna pile in... Don't say I didn't tell you...
I'll set my PT of $60 here.
I'm in for 5500 shares.
Some more DD /u/pennyether
It's a shame that all those recipes will be lost, and we won't be able to enjoy them anymore. I was hoping if anyone knows of other companies that have also released their secrets.
I'm beginning to believe that Mia Khalifa may be announced as a Centerfold founding member for a few reasons.
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Playboy Centerfold has an instagram account, the instagram account if following a total of 8 people. All of those people are Centerfold founding members... except for one Mia Khalifa. Link to a tweet that pointed this out: https://twitter.com/MaxJSteinberg/status/1467881352548667394?s=20
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She has an Onlyfans https://onlyfans.com/miakhalifa (hasn't done anything since Dec 1) and has been interviewed in playboy before https://www.playboy.com/read/you-don-t-know-mia-khalifa.
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From the same tweet thread, her instagram today posted a photo of a peacock on astroturf https://twitter.com/MaxJSteinberg/status/1467942801157484549?s=20. The playboy mansion backyard is astroturf and has peacocks roaming around. She also lives in Austin, but posted an insta story earlier eating ice cream from Salt and Straw, a LA based ice cream chain. It seems very very possible she is at the playboy mansion.
Obviously, this stock has been a disappointment with all the post earnings hype. But Mia Khalifa would be an unbelievable pull for Centerfold as one of the most recognizable pornstars in the world. It also would likely be great for investors as she was someone buying stocks during Gamestop mania and likely would hype the stock. I'm already very long, but seeing this has got me very excited (pun intended).
