Bwin.party Digital Entertainment Share Discussion Threads

[trentendboy] 03/7/2015 16:16

Something is a foot perhaps US based

I suspect formal bid coming next week

[gotnorolex] 03/7/2015 15:54

Globe says Yaghi believes it is worth betting on Amaya (can't copy link)

2015-07-03 07:45 ET - In the News

The Globe and Mail reports in its Friday, July 3, edition that Desjardins Securities analyst Maher Yaghi says Amaya offers investors "significant upside potential" at its current level. The Globe's David Leeder writes in the Eye On Equities column that Mr. Yaghi rates Amaya "buy" in new coverage. He targets the shares at $47. Analysts on average target the shares at $44.86. Mr. Yaghi says: "We view Amaya's poker assets as best in class. We believe that player liquidity, choice of games and brand awareness create network effects, making it very difficult for competitors to gain market share. The most tangible catalyst for Amaya is the potential to cross-sell new products to its poker network. The rollout of casino and sportsbook should increase player yield for a considerable portion of the player base. We estimate an incremental $200-million in revenue for [the 2015 fiscal year] should the company achieve cross-sell levels similar to those in its pilot markets." Mr. Yaghi notes: "Several states in the U.S. have also started to regulate gaming, and any entry into the U.S. could significantly expand the addressable market. At this stage, however, our estimates do not include upside from this opportunity."

[stephen1946] 03/7/2015 15:02

lets hope that the week end press boys can get some kind of up-date from the, bpty "Quiet men".

I`ve dropped noiser feathers.

[stephen1946] 03/7/2015 13:42

don't think its important as we get whatever the sum of the parts is. Nobby does at last seem to be working for us. Just wish he would hurry up. sold all my 888 and gvc and put lot in here. Whoever wins its got to be nice cheap shares for us in payment.

[gotnorolex] 03/7/2015 13:18

Have no idea Hubs!

[hubshank] 03/7/2015 11:59

What value would you put on each vertical of the business?

[hubshank] 03/7/2015 11:57

gotno, for a company that doesn't say very much, I cannot believe they are still "in talks!"

[gotnorolex] 03/7/2015 10:59

The delay in TO news may be due to the fact that BPTY is salami slicing and selling the parts most sort after by players in that particular sphere eg. Offloading its poker events business to Ourgame Holdings for $35m in cash despite on-going discussions with bidders for the group. GVC can cherry pick grey market brands, legit brands can go to LAD or WMH. 888 or AYA can have PartyPoker and so on. More in it for us! ……..WSY?

[stephen1946] 02/7/2015 19:01

I don't think the end is that far away, or at least, I hope not.

[hubshank] 02/7/2015 17:39

Time Price Volume Value Buy/Sell Type
16:35 99.00p 450,521 £446,016 Buy UT
16:57 99.48p 235,846 £234,608 Buy NT
11:07 99.45p 145,428 £144,628 Sell NT
16:57 99.41p 133,533 £132,738 Buy NT
11:49 99.70p 107,242 £106,920 Sell AT
17:07 99.00p 107,527 £106,452 Buy NT
09:23 99.00p 100,000 £99,000 Sell O
11:46 99.85p 84,762 £84,635 Buy AT
17:08 99.57p 82,787 £82,432 Buy NT
11:07 99.45p 74,069 £73,662 Buy NT
11:07 99.45p 74,069 £73,662 Buy NT
17:07 99.38p 72,477 £72,024 Buy O
11:50 99.70p 69,541 £69,332 Sell AT
14:18 100.00p 57,751 £57,751 Buy AT
12:55 99.80p 50,000 £49,900 Sell O
09:04 99.00p 50,000 £49,502 Buy O
16:28 99.00p 50,000 £49,500 Buy O
11:50 99.70p 48,552 £48,406 Sell AT
14:18 100.00p 42,485 £42,485 Buy AT



This is all the big trades over £40k. The after hours ones are certainly sizeable, however this might be a cumulative amount. I don't know.

[hubshank] 02/7/2015 17:36

Latest Trades
Time Price Volume Value Buy/Sell Type (key)
17:08 99.57p 82,787 £82,432 Buy NT
17:08 99.38p 36,239 £36,012 Buy O
17:08 99.38p 917 £911 Buy O
17:07 99.00p 107,527 £106,452 Buy NT
17:07 99.38p 1,070 £1,063 Buy O
More Bwin.party Digital Entertainment latest trades
Largest Trades
Time Price Volume Value Buy/Sell Type (key)
16:35 99.00p 450,521 £446,016 Buy UT
16:57 99.48p 235,846 £234,608 Buy NT
11:07 99.45p 145,428 £144,628 Sell NT
16:57 99.41p 133,533 £132,738 Buy NT
11:49 99.70p 107,242 £106,920 Sell AT

[hubshank] 02/7/2015 12:13

888 chart pretty much at rock bottom. Given there isn't any particularly bad news, I cannot imagine why it would fall any further.


hxxp://www.worldgamingmag.com/en/poker/the-poker-industry/item/11371-wpt-announces-china-plans

The WPT have had to obtain government licenses to run this event, so I cannot see how the government would then shut down BPTY as main sponsor. The closing of APPT has been seen as an opportunity by WPT.

Watch this space....

[stephen1946] 02/7/2015 10:18

Hubshank, its kalixa that makes the acquisition of bpty imperative for me, rather like having your own bank and the Israeli`s would make it a gold mine.

[hubshank] 02/7/2015 10:04

The thing we forget is that it is not the online poker that is illegal, but the processing of the money..... introducing, Kalixa!

[hubshank] 02/7/2015 10:01

Apologies if posted before, however this link is quite encouraging and makes good reading. It talks about regulation at Fed level.

hxxp://www.cardschat.com/news/rep-joe-barton-makes-another-push-for-us-online-poker-freedom-12973

[hubshank] 02/7/2015 09:54

The number of shares that Investec Bank and Capital management are negligible. One bought 1,500 the other about 25,000.

Don't think on this occasion it is any form of conspiracy theory.

[gotnorolex] 02/7/2015 09:13

Breaking Down the Insider Trading Law Behind the Amaya Investigation.

[cheshiremoggie] 01/7/2015 19:49

Gnr What you say is very true - GVC took about 3-4 months to turn SBT from a loss making basket case to a dividend enhancing game changer. Shockingly tardy.CM

[gotnorolex] 01/7/2015 19:25

stephen, I'm not too sure it hasn't happened already, GVC are slow to integrate new-buys, they suspend stock for up to six months to work things out!
We're on the cusp of some dramatic news!

[stephen1946] 01/7/2015 19:12

GNR, I think maybe Baazov has been told the well is dry.

Amaya may covet many things, but no more money for sometime.

If he had the money BPTY would have been snapped up, judging by the way pokerstars was swallowed up.

[gotnorolex] 01/7/2015 18:52

Fantasy Sports Sites Poised For IPOs In 2016 May Have Amaya Lying In Wait For Them!

[gotnorolex] 01/7/2015 18:38

Market disconnect for AYA?
29.19 +1.80 (6.58%)
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Edit: Shoulda gone to SpecSavers! TSX closed today! (Canada Day)