Hi sahil.
The margins of Basilic are pretty great and comparable with phantom digital. They also have a rich body of work behind them and experience of working with marvel and the other huge studios.
Also the IPO is coming out at frankly pretty great valuations.
Would you please consider elaborating on what you consider as commoditized work / no direct relation with studios for basilic.
Also on a different note , the recent price action of phantom digital suggests market is noticing basilic ipo to be cheap and maybe preferring basilic(definetely a competitor to phantom)at these valuations. I maybe wrong here though as phantom can be considered a less liquid scrip.
Disc : invested in phantom , biased, no recommendations.
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