Gvc Share Discussion Threads

[cheshiremoggie] 19/2/2017 14:10

I would also expect that William Hill lease most, if not all, of their shops and so wouldnt benefit from converting them to flats/houses.

If they owned the 2000+ properties it would be a huge asset. Cant find out at the moment the actual position...

CM.

[cheshiremoggie] 19/2/2017 14:02

Heres a great reason not to have to deal with betting shops:

"The deputy manager of a William Hill in Hull said: “You just watch, there’s nothing else to do. It’s normal. It’s normal for people to smash up the shop.” (A representative of William Hill said this was “rare”.) A woman working at an Oxfordshire Ladbrokes told me she had watched all four FOBTs in her shop get wrecked by a man swinging a stool; by the next day’s trade, she said, her ruined machines had all been replaced. According to figures I have seen, the number of incidents of damage to machines in Ladbrokes branches rose steadily between 2010 and 2015."

If you smash up your phone because of a lost bet GVC don't really have to worry much...

CM.

[broncowarrior] 19/2/2017 13:25

They are pushing the party poker brand hard which is a good sign and have recruited a couple of well regarded pros as ambassadors.

[666james] 19/2/2017 11:39

rhuvaal 25201. I have to say bricks and mortar have done well for me and many others if handled correctly. Land in the UK is at a premium and to own a large portion is a bit of a dream for me.

[rhuvaal2] 18/2/2017 21:56

Bricks, mortar and shops can turn into flats or houses...

[brownie69] 18/2/2017 09:16

Its a strange time for the WMH shareholder to put up the for sale signs. With the FOBT review still ongoing and indications are that its not going to be good for shop owners/FOBT operators no one really value the shops. So potential buyers are bound to err on the side of caution.

WMH do some decent international digital assets Spain and Australia for example which they acquired in the joint deal with GVC when they split Sportingbet between them. But overall not the reach that GVC have. The other thing is that Hills might be a big brand in the UK but GVC own Bwin which is bigger on a global basis in bookmaking.

[srpactive] 17/2/2017 14:58

CM

WMH announcing next Friday, the bulk of the bwin job virtually
done, in my honest opinion. Bpty back to growth is it not.

dyor

regards

active

[shayadfn] 17/2/2017 14:09

added some more

[trentendboy] 17/2/2017 10:07

You cannot stand still for a minute in this game. Hills were ahead of the pack for a while. A couple is missteps and lack of leadership and boom. Finished.Ptec and gvc are clear leaders in not standing still and good leadership.No chance to relax in this sector.Very happy with progress here

[srpactive] 17/2/2017 09:34

CW

Gvc will be part of the carve up, the online
part and the name will be good.

dyor

[mylands] 17/2/2017 09:26

speed

Thanks, so an announcement is due any day.

[speedsgh] 17/2/2017 09:19

mylands...

"GVC Holdings PLC (LSE:GVC), a leading B2C and B2B e-gaming operator, announces that Richard Cooper, Chief Financial Officer, is to step down from the Board, effective from February 2017, to pursue private business interests.

To ensure an efficient transfer, Paul Miles, currently Chief Financial Officer of consumer credit group Wonga, has agreed to join the Group in February 2017 and is to be appointed as Richard's successor."

[mylands] 17/2/2017 09:07

An all to brief flirtation with 700p as we now drift south to below 690p. Not long before the next trading update with the prelim announcement on March 23rd.

We must also get an announcement when our trusty FD departs and the new man is installed. Was the end of February mentioned?

[oohrogerpalmer] 16/2/2017 12:49

Retail units are a concrete collar for the likes of Wm Hill / Lads.
Only way WmH can go is either they take over somebody like 888 or bye bye.
They desperately need a better online presence.
Cant see a great deal for GVC to get involved with unless as previous said WmH split the business up.

[666james] 16/2/2017 10:32

loganair 25188. Thanks for the link. A good read.

[festario] 16/2/2017 09:57

Blue finish today, says I

[loganair] 16/2/2017 09:38

Part of an interview with Kenny:

Do you foresee any more acquisitions for the company in the near future?

We are excited about the organic growth opportunities for the Group and we remain alert to further industry consolidation.

What other highlights can we expect from GVC in 2017?

Our strategy to pursue international diversification and scale through the leverage of our proprietary technology and talented people will continue in 2017.


hxxps://www.gamblinginsider.com/news/2894/kenny-alexander-exclusive-we-are-confident-in-gvcs-continued-growth-and-resilience

[loganair] 16/2/2017 09:31

William Hill - Currently, UK gaming authorities are carrying out a deep probe over the industry and it is expected that legislators would approve further gaming laws. One of them could reduce the minimum bets on fixed odds betting terminals from £100 to £10, which would impact in William Hill’s profits by up to 74 percent negatively.


Ladbrokes share price is also being down graded by up to 20%.

[loganair] 16/2/2017 08:30

The only way I can see any take over of William Hill is like what happened with Sainsburys take over of Home Retail.

Home Retail first sold off their DIY chain to an Australian company, leaving Argos/Habitat which Sainsburys then made a bid for.

William Hill first sell of their retail shops, then GVC comes in to bid for what is left, Hills on-line side of things.

[trentendboy] 15/2/2017 18:55

Good point on 365. Good Asian market exposure

[brownie69] 15/2/2017 17:06

He may be saying hes not interested in it as it is. In other words does not want the shops. There is only one buyer in the market for shops, Betfred and they are still digesting the offloaded shops from the Lads/corals deal.

The deals that would really fit GVC are Betsson, Unitbet, 888 and a private one Betclic.
Of course if ever the owners of Bet365 ever indicated they were interested in an exit then they would be the dream deal for the big bricks and motar boys who need a digital solution of scale but they would have to get off their high horses over grey markets. Plus of course huge synergies with GVC and exposure to Asia which is the biggest market that GVC do not have exposure to.

[srpactive] 15/2/2017 15:27

Thank you all, it sounds like you have spotted what I have.

Now we need to do some research on finding a private equity
company that could be interested in joining forces with us.

Any ideas?

Regarding KA saying not interested in wmh, you do have to remember
he is a master negotiator, would you expect him to say the opposite.

dyor

regards

active

[cheshiremoggie] 15/2/2017 14:28

Ive changed my tune a bit - WMH do have some interesting online assets worth getting hold of.
In UK terms the brand certainly has value but I don't know how much the brand name is worth worldwide which is where GVC want to do business.

CM.