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GVC Share Discussion Threads
Showing 25751 to 25775 of 25775 messages
I was concerned that the dividend is a special and not a normal dividend and therefore I think the company is sending a clear message that the dividend is not to be relied upon.
On the one hand, the city expects a dividend to be increased as time goes on (although I am always wary if a company slavishly sticks to paying a dividend to the point where it exceeds cashflow/profits), whereas GVC seems to be playing a game of "we are not making any promises".
On the other hand, I think cashflow easily encompasses the special and therefore the board may be trying to hedge their bets (by issuing a special) in case they need cash for a takeover, in which case they may not pay a dividend and instead use the cash for a buyout.
In my opinion I see both outcomes as a positive (unless one is dependent on income rather than capital growth).|
|It's more the steady daily sub 1% decline that draws a close resemblance to Q4 2016. Over a month it soon adds up to a lot of capital. But hope the market is more positive in this quarter. There is certainly no shortage of good reasons to be positive but markets can be weird at times. I'm in it for the long haul and very much look forward to the good things to come.|
If it dropped a £1 it's no loss,
It's only a loss if you sell !!|
|berberic, if a couple of percent drop in s ahareprice is worrying you, either don't watch the share price all the time, or get out of the market! For info - with only 2 posts you seem to be new to this - the last drop caused by an ex-divi day was soon dwarfed by the rise in the share price that followed. Chill out!|
|I hope we don't drop down to 720 again. Ex divi won't help, that will be another 1.5-2% drop in the day. What's the consensus on the next company statement date ref potential future quarterly divis?|
|For all the positive words from Ladbrokes about the 2016 results announced today the market response is very muted with the shares down 2p.
We likewise are moving down from the high last week of 767p. We go ex div on Thursday 13p.|
Yes they could do that with some of the shops but my vision of high street bookies these days is that the people that use them wouldn't have access to fund online accounts ie cards / bank accounts etc.
I would think a lot are cash customers and wouldn't use it , i haven't been in a bookies for 10 years now because of online and suspect that cash rules on the high street ??|
|I would convert all the brick and mortar outlets to on line betting premises,with PCs,super speed broadband and TV screens....just a thought.|
|If we were to do a deal for wmh, I would hope
KA would involve PE, to take the shops and we
have the online.|
|Yeh thanks for info,
So from that point the bricks & mortar shouldn't be too much of a problem.
Take the online bits and let the leases run out?|
|Thanks Speed. That sounds more normal.|
|From WMH's recently released 2016 Annual Report...
"Around 90% of our shop estate is leased. The average remaining lease length, including break clauses, is just over three years. The average lease cost per LBO is c£22,000 per annum."|
|Fes - That was me who posted the info from the WHM accounts.|
|Roger, I recall that someone posted information from WMH accounts that the average lease was 10 years, which I found astonishing.|
|I would imagine that most shops are leased !!!
Don't know what sort of time span they are on but if somebody took them over they would probably just let the leases run out ??
They do have a very good sportsbook which would suit 888 before GVC then take 888 after they have sorted them out.|
|Most the William Hill retail out lets I have seen are rather on the small side, maybe OK for a small coffee shop and that´s all.|
|Does the management really see value in brick and mortar gambling business? Cant see the rationale there,unless they intend to convert the assets to corner shops!|
|The problem I see with any take over of William Hills is that the share holders want to higher price for their shares.|
|Chart looks tantalisingly close to a breakout.|
|For me, it is now all about performance. GVC has the critical mass to grow very quickly. ?2800 employees. One of the reasons I bought Gvc all those years ago was because of Kennys' performance at SBT, prior to him taking over Gvc. He now has the foundation for global 'domination' !!|
|Indeed to much of the above.Imo 888 out perform with good management. They are no wounded animal.Hills are seriously wounded imo. Means good profits if it can be saved but risks also. Festario pointed out some good ones on leases, pensions etc.We shall see|
Yes I too agree, he has now proved he is very capable.
He has also shown interest in WMH so that could be
his move, at a reduced price. KA has worked closely with them before on the
sbt deal. We shall see.|
|Agreed, Kenny knows best and he won't miss a good opportunity.|
|Clearly Kenny and the management at GVC are exceedingly astute. If they were of the opinion that there was value to be had in any particular acquisition then, in view of their track record, I would be inclined to accept their judgement rather than the (possibly less well-informed) views of anonymous posters in a forum.
Personally, I would agree with several here regarding the perceived redundancy of bricks and mortar... but I would not claim to have a fraction of the expertise available to GVC's management. They may have identified unexploited value where others have not.|
|888 has no sports book. What they do have is good branding.I think Kenny has identified huge organic growth opportunities still to be realised through the existing acquisition of bpty.GVC has better profit margins and could put the squeeze on its competitors with its existing business model.Kenny won't over pay, if he can pick up a wounded soldier on the cheap and use his expertise to turn it around then this could deliver more profits not just increase revenues.|