Same here—there wasn’t much new compared to the information provided in the profit warning. Q4 will likely be stronger in terms of revenue and EBITDA than a year ago, if the October figures and November development (revenue records being broken week by week) are anything to go by.
I’d certainly like more transparency regarding those game rights. The timing only matches the release of Monopoly Go and Stumble Guys, suggesting some kind of additional fee that might be related to better-than-expected sales on Google Play and the Apple Store 
It’s quite a large investment from the company if it’s related to those games.
In addition, cash has been drained by negative changes in working capital—meaning accounts receivable have increased and “accounts payable” have decreased. Around -3.7m GBP YTD. This should at least partially correct itself in Q4, along with a strong performance for the rest of the year.
But we really need to keep an eye on the cash position if new game launches continue to consume cash upfront in the form of game rights. That could start limiting growth.
Apparently, there are other development initiatives in the pipeline. Hopefully, they don’t start spreading themselves too thin.
“We are participating in several exciting new strategic initiatives
including the integration of third-party payment services in
games, cloud gaming and direct distribution. All of these initiatives
serve to generate more revenue and audiences for the games
and developers with whom we cooperate.”