Gaming Realms Share Discussion Threads

[adamb1978] 15/9/2021 11:25

I do think that GMR is good value at current levels, and there's the likelihood of material gains over hte next 12-24 months so am happy to continue to run my position.

That said, one challenge which I think the company has in moving the share price higher is that their investor communication / results give shareholder little to no quantitative information about the business in terms of KPIs, business performance etc and therefore its something of a guess as to what the results might be.

They put out lots of RNS' which are useful from the perspective of helping with the feeling of business momentum, but the only real KPI which was in the results on Monday was the number of games in their portfolio. I'm not necessarily saying that I know what the KPIs should be(!), but I do feel they could do better here. I run an xls file with figures for each company which I invest in, and with virtually all of them you can see the operational progression from what data (financial and non financial) the company provides, and that helps understand projections, but its not the same with GMR

The numbers are strong, and analyst projections too, but I think they could do a lot better in this regard and it might help get the share price 50%+ higher (where it should be)

[johneee] 15/9/2021 10:49

For visibility, the ticker needs to relate to GMR

PSDMF has not connection to GMR so people won't invest because its confusing and can't find it :(
Hardly any trading takes place.

On the other-hand,
if and of course when GMR lists on the Nasdaq
it should IMO
use the ticker GMRGO.
Then it's visibility will be epic- epicsurf

Gaming Realms PLC (LON:GMR) said its shares will begin trading on the OTCQX Best Market in the US on Thursday under the ticker ‘PSDMF’ after the firm was upgraded from the Pink market.

[johneee] 15/9/2021 10:25

That's more like it epicsurf.

When GMR decided to list on that minor market in the US it hasn't raised their profile at all and hardly anyone trades GMR shares on that platform.

Maybe the directors have only done it to test the water in the US.
of course to be really seen,
you have to 'Shout out'
hence why are they holding back from a Nasdaq listing
when such regular good news is ideal for US investors who understand growth takes time?

[epicsurf] 15/9/2021 10:03

Delighted to announce that we have signed a multi-year brand licence renewal with Banijay for the Deal or No Deal brand! Slingo Deal or No Deal is a favourite amongst players - a combination of the classic game show format and the Slingo grid mechanic ramps up the anticipation in the game. It shines the spotlight on players who are able to play the TV show their way and view both brands in a fresh light.

[johneee] 15/9/2021 09:52

GMR reacts on news.
No news it drifts
News posted it accelerates upwards.

Hence regular news feeds are good, if any one important is listening?

[the white house] 15/9/2021 08:21

Currently headlining on the Paddy Power app is, what could, be the greatest named game ever ;Paddy Power Lucky Pants Slingo

[johneee] 14/9/2021 17:25

Serious performance and positive as expected.
Once above 40 then no more chances to buy at these 30 odd levels.

The next positive news feed release will push GMR higher.

Needs a serious US market push to get GMR noticed and that can only mean NASDAQ in 2022

[langham77] 14/9/2021 16:30

Good positive performance today ?

[the white house] 14/9/2021 11:15

Aligns closing line of the substantial, excellent bullish full reportConviction Buy : Target 53.13Added

[johneee] 14/9/2021 10:40

Good link Galatea 99 you're on the ball.

Here is the opening comment from Align Research - good read for anyone to catch up on

Gaming Realms - Interim Results Update
Interim results show full year expectations on track with further international growth opportunities to come

Gaming Realms is a creator and licensor of innovative games for mobile, operating in the UK, US, Italy and Canada. Flagship brand Slingo® is a popular and unique game genre combining elements of slots, bingo and table gameplay. These games are licensed by some of the world’s biggest online gaming operators, including DraftKings, Sky Betting & Gaming and GVC, and distributed directly to operators or via global partners such as Scientific Games using the company's proprietary Remote Game Server platform.

Strong numbers posted for H1 2021, in line with expectations
Revenues for the six months to 30th June 2021 rose by 50% to £7.7 million. This was mainly driven by the Licensing division, where revenues grew by 73% to £5.8 million. This was complimented by a 7% revenue increase in the smaller Social Publishing division to £1.9 million. Boosted by the operational gearing, adjusted EBITDA profits (before share option and related charges) grew by 144% to £3.1 million.

[galatea99] 14/9/2021 10:23

Align Research update:

[johneee] 14/9/2021 09:32

IMO
GMR develops its own games content.
Therefore its revenue stream potential is unlimited rather than being tied to outside developers costs and contractual limitations.

Hence the more revenue the greater the profit and not shared with outside developers.

Put all that together and GMR will be a buy out target at some point

[wednesday6] 14/9/2021 07:45

A brief but positive write up by Jessica Newman in the times this morning, withivor Jones at peel hunt stating that gmr was "ripe with potential" whist adding that the company continues to demonstrate that it can develop compelling games content,grow market share and add licencees and geographic markets while keeping a lid on its cost base.

[rangenoresources] 14/9/2021 06:49

Everyone knows Terminator101 aka Fake Arnie is a parody account and just a deramping scamming multi id boiler room poster who should be avoided at all cost. Look at his posting history.

[lanista 0202] 13/9/2021 19:19

Exceptional results for the first 6 months, even knowing that Michigan and Pennsylvania were late. The end of year results will have 6 months of Michigan and 4 months of Pennsylvania, therefore the results are going to be even higher than expected. After reading the O carefully, in my humble opinion, the time to buy cheap shares has gone.

[langham77] 13/9/2021 16:32

Ideal opportunity for the company

[langham77] 13/9/2021 16:31

Let's hope so

[johneee] 13/9/2021 16:17

Whilst announcing new tie ups across the US and North America it would be a
marketing coup to also announce
that GMR is now preparing
for a NASDAQ listing due to unprecedented growth in North America.

I'm no expert but they would grab the attention of the media IMO.

Is any one from the GMR board level decision makers seeing the golden opportunity?

[langham77] 13/9/2021 15:39

Totally agree

[johneee] 13/9/2021 15:21

Surely,
the obvious stimulus would be to 'bite the bullet' and prepare to list on the Nasdaq.
Largely North American market audience would provide huge publicity advantage.
US followers would jump all over GMR should it be serious about a Nasdaq Listing.

[langham77] 13/9/2021 12:09

Totally agree it's only a matter of time before we move higher . News flow is so important with these Aim Stocks .

[thatkieran] 13/9/2021 12:01

Following on from our conversation about prominent Twitter accounts...One of them popped up again today (the one I couldn't remember last time -@glashalfull1).Not surprisingly his opinion has changed somewhat... much more positive today.Hopefully sentiment will improve and get a gradual so increase over the next few days.

[johneee] 13/9/2021 11:46

On the whole the results are the good news hence the price is up today.
Last time we see lows of recent weeks.
Steady increases will see more interest and more positive news.
Therefore in the hands of GMR is improve their news feeds.