Playtech Share Discussion Threads

[undervaluedassets] 25/7/2016 07:02

This is the bucket and spades operator in the gaming/gambling sector.

Supplier of software to swathes of the UK and international gambling industry.

Risk (and that risk is mainly regulatory) is thus spread across jurisdictions, countries and of course the individual gaming companies themselves.

If I only had to pick one 'gaming' company (It's a technology outfit really) to be in it would be this one.

[trentendboy] 24/7/2016 20:44

Hills under offer. Losers.PTEC will look small soon!!

[trentendboy] 22/7/2016 22:05

Should be on the way to new highs. This has a long way to go.

The write up of the latest deal have been very positive. SCH is also following PTEC up (given the close links).

Easy money on both fronts

[festario] 22/7/2016 12:08

Tempted myself

[someuwin] 22/7/2016 11:35

Bought in today.

[trentendboy] 22/7/2016 10:57

Seems to be about right as a target. Hopefully get there by the end of the year.

PTEC really are best of breed and always have an eye for a TO

[someuwin] 22/7/2016 10:54

Playtech Ltd PTEC Berenberg 'Buy' Target 1,200.00 Initiates/Starts

[weemonkey] 20/7/2016 11:41

omnipresent.

[nod] 20/7/2016 10:52

And brill marketing ...Playtech claims International Corporate Event Awards win19 July 2016(PRESS RELEASE) -- Playtech, the world's leading omni-channel gaming software and services supplier, has triumphed over international technology and energy giants Google and BP to claim the prize of 'Most Effective Agency Collaboration' at this year's prestigious International Corporate Event Awards.The awards ceremony took place at the iconic Victoria and Albert Museum in central London, attended by professionals from some of the world's biggest and most popular brands and their event agencies.Playtech's exceptional stand at the ICE Totally Gaming exhibition in February this year was recognized by the judges for its "outstanding event production," with the company beating fellow contenders Google and BP.Work began on the stand project in July last year in partnership with brand experience experts 2Heads, in order to put together an integrated, visual and experiential customer journey around the company's pioneering Playtech ONE omni-channel solution, and incorporating this experience into every element of design and messaging.The Playtech ONE brand encapsulates the power of the Playtech offering that enables players to play any product, across any channel and on any device, creating the ultimate customer journey for the company's ecommerce customers.To fuel the content-rich experience an extensive content strategy was developed from the findings recorded at brand experience workshops. Together Playtech and 2Heads creatively developed, storyboarded, scripted and produced an extensive catalog that amounted to in more than 40 minutes of content.This visually reflected Playtech ONE with architecture that played with perspective, and an environment that changed, evolved, engaged and drew visitors' eyes to the heart of the space.The gigantic 900-meter space was devised across two floors and housed the latest cutting-edge technologies including a 36-meter central screen, 92 video content screens, and hundreds of mobile and retail devices, all combining to provide an unforgettable visitor experience.The judging panel said: "We unanimously agreed there was a clear winner. The Playtech entry consistently performed on all criteria and we were especially taken with the quality and proof of ROI and also the clarity and explanation from brief through to delivery."Shimon Akad, COO, Playtech, said: "The award provides fantastic recognition of all the hard work that went into designing, developing and building our stand at ICE Totally Gaming to successfully showcase our pioneering Playtech ONE offering."

[philo124] 20/7/2016 09:28

Compares with Rightmove, just Eat imo.

[undervaluedassets] 20/7/2016 08:29

Comparison with ARM not inappropriate. Like ARM this is a high skill/knowledge based business.

[weemonkey] 20/7/2016 08:12

multiple income streams from multiple countries/territories worldwide mean currency risks mitigated.

[undervaluedassets] 18/7/2016 08:42

Putting acquisition of BTG and the cash mountain aside for one moment - the undervaluation here has long been profound.

Plus - and I am find this slightly odd - this stock is in the travel and leisure sector (?)

Surely not. This is a technology/software company really and one day will be rated as such.

In short - the ARM of gaming software companies ..

[philo124] 13/7/2016 19:14

Bought this afternoon. GLA.

[nfs] 13/7/2016 15:21

Yes 55p adjusted diluted eps for last year is a PE of about 11 net of cash
This company has an entrepreneurial attitude through its main shareholder, certainly a different history to a ftse100 CEO . In such an industry I prefer that, wherever they were born

[trentendboy] 13/7/2016 15:04

Could easily go above 9 again soonMy long spreadbet looking strong

[trentendboy] 13/7/2016 15:04

PTEC in talks with a number of other companies apparently.Interview with ptec today

[undervaluedassets] 13/7/2016 14:22

Yup discount the cash on the books and this is very lowly rated.

Has always had modest rating - since 2006 turnover is up by 900%. And profits have quadrupled. The share price however has not kept pace with events.

Israeli prejudice ? I dunno. . unjustified anyhow.

Should really trade on a multiple of this price really.

One day

[nfs] 13/7/2016 13:33

I just had a quick check and the market cap is euros 3bn with cash of euros 857m-----so that's almost 30%A comment above is how the PE comes down significantly when cash is taken out-250p approxThat's a chunky return to shareholders if they do decide to give some back

[weemonkey] 13/7/2016 13:17

Agree Toggle. What I am expecially pleased about is that PTEC has not rushed into bad deals but has been patient and waited for the right deals.

I think US investors will like this deal.

[togglebrush] 13/7/2016 13:06

Return of cash to shareholders is still possible (Interims 25 August)
'
Failed Bids in 2015
Plus500_____GBP 459m
Ava Trade Euros 200m
'
Success in 2016
Quickspin__ Euros_ 50m
Best gaming Euros 138m
'
Placing in July 2015 raised GBP 227m for acquisitions so spare cash available

[weemonkey] 13/7/2016 12:55

I think that we can safely conclude that this looks like a strategically intelligent purchase.

[nod] 13/7/2016 12:18

SSBTsYou can see where this is heading in a few years ... Complaints that punters can place bets too fast and spend their money too quickly.If we did away with all ePOS terminals in high street stores the queues would grow, people would spend less, and the stores would need to raise prices and hire people. Utopia.

[nod] 13/7/2016 10:35

powered by Windows 7That bit is a surprise choice, given the constant hacks followed by security updates.