Ladbrokes Share Discussion Threads

[mamcw] 04/8/2016 07:56

Totally agree. Great results, with everything from cash generation to customer growth moving forward strongly

[capercaillie] 04/8/2016 07:33

Excellent results. Seems in anything a little undue caution in the outlook.

[bantam175] 04/8/2016 07:24

Couldn't have asked for much more with these results at this time.

[mamcw] 03/8/2016 16:29

Moment of truth tomorrow for management, one year in - can they show continued improvement in their key operating metrics, especially in the online betting market. They should also be a winner on currency going forward.

[bantam175] 01/8/2016 10:46

LOL (hates shorters)

[mamcw] 01/8/2016 10:36

Yup, definitely has some momentum behind it. Also, interesting to see if those shorts start coming down - it had 8.5% net shorts at 24 June, so they'll be taking some pain (shame).

[bantam175] 01/8/2016 09:29

Hmm.

Will this be galloping on, on Thursday or the old sell on news I wonder?

[trentendboy] 25/7/2016 08:37

My post from the 21st proves prescient.Formally in play whether Hills like it or not

[trentendboy] 21/7/2016 13:35

Hills in play though clearly

[mamcw] 21/7/2016 12:29

WHill bullet their CEO = bad results and loss of market share. Their RNS states that it could take up to 1 year to find replacement. Implies good news for LAD

[mamcw] 07/7/2016 09:43

Welsh loss will save another few million pounds

[mamcw] 30/6/2016 14:32

Yes Bantam, forgot to mention that betting been good for bookies as well - outsider wins Derby, England (and Spain) results great for bookies, Brexit betting boom... Hey Ho.

[bantam175] 30/6/2016 11:43

Fugnows.

They would have made a killing on the brexit betting as well.

Once merger goes through they should fly.

imho dyor etc

[mamcw] 30/6/2016 10:21

don't get this stock. It seems to be on a very fast recovery track, especially in the online space, following the appointment of a new CEO. It has overseas earnings, which benefit from Sterling's fall. It is likely to get approval for a merger which will yield substantial cost savings, with relatively little pain in terms of disposals to satisfy the CMA. Yet, it is still one of the most shorted shares in the stock exchange, with 9% shorts. Why?

[bantam175] 06/6/2016 06:22

Outsider wins the Derby. Cash in the bank :-))

[trentendboy] 25/5/2016 11:48

It is all about the Coral deal and leveraging PTEC for online.

They have got there and Hills have really messed this one up from having a great leadership position.

This will have been ego related on Hills side.

Moral of the story is to buy PTEC and watch them work their magic.

They will profit from the LADS recovery as well (as 10% owners)

[mamcw] 25/5/2016 09:25

This stock looks dangerously close to a break-out

[bantam175] 23/5/2016 11:41

Well 400 shops at an average of £100,000 (or more) will be a nice £40 Million windfall for the merged company imo.

Especially given that we would have had over saturation and needed to dump them anyway.

A win win I think.

[trentendboy] 23/5/2016 08:50

Still seen as good news that it has effectively gone through - LADS needed this deal.

It is Hills who now need to make a move.

What is interesting is the Betfred link up with GVC. Now that is a deal to shake up the sector.

LADS with PTEC.

Hills alone - they might want to follow Betfred now.

[capercaillie] 20/5/2016 21:37

Management must be very pleased with this news but probably can't shout 'result' and have to make right noises.

[mamcw] 20/5/2016 14:18

CMA said to be only asking for 400 shops to be sold in tie-up with Coral. Analysts had been expecting 500-800

[septimus quaid] 20/5/2016 12:48

Big spike up, any rumours?

[mamcw] 21/4/2016 10:21

Strong Q1 trading statement. Like the emphasis on LAD only being at the start of their recovery programme