Gan Share Discussion Threads

[shaker44] 26/3/2021 02:59

Needed some good news Mets. Thx!

[mets333] 26/3/2021 02:11

On the call Dermot talked up their new rmig partner Superbook. Huge sportsbook in las vegas. Anywqys, he said that account was taken from a rival b2b provider. Looked it up, some company called Stadium technology group.

[festario] 25/3/2021 21:46

Kind of what I expected, and the over reaction.Let's see what the Friday early trading session has in store, I anticipate a nice entry point around $20

[tvh123] 25/3/2021 21:14

Coolbet will be the primary driver of that $100m revenue, previous consensus forecasts for FY21 were $49.7m so no real change there.

Lack of profit guidance is disappointing, but difficult to predict. Would assume they are being quite cautious with the forecasts

Take rate decreasing in FY20 is also hardly surprising

[molatovkid] 25/3/2021 21:04

Ummmm........

[rainbow unicorn] 25/3/2021 21:02

Love GAN Quarterly Earnings Night.

Better than Panto !!

[molatovkid] 25/3/2021 21:02

Seems to me it is important to look beyond the bottom line with GAN.

The reason for this is that GAN is a business scaling up - Coolbet acquisition & major new sports betting launch, new clients, new states, new hires to 'meet demand'......short term this will fluctuate but with $100m+ forecast and major scaling up costs now washed through the P & L account - this is why the big boys are buying in big-time.

[tomv33] 25/3/2021 20:40

This years q1 includes coolbet revenue too, q4 2020 didnt

[molatovkid] 25/3/2021 20:36

So Q1 revs $24-25m vs $35m for full year 2020.....a great foundation for the rest of the year

[tomv33] 25/3/2021 20:35

After hour trades and chart is basically pointless. Like pre market

[blueflame] 25/3/2021 20:32

Jeez back to flat now by the looks of it. Dangerous these after hours trades.

[ksavani1] 25/3/2021 20:26

Disaster that they missed rev by 3million odd, however I’m happy with guidance and will top up once dust settles

[tomv33] 25/3/2021 20:26

That may be a brilliant sign for a takeover. If 100million + revenue this year. Think of 2022 and 2023. ..

[doctor s] 25/3/2021 20:25

Not massive after-hours volumes though, so I don't think it is worth worrying about. Especially not with the following 2021 outlook:

"The Company expects full-year 2021 revenue to be between $100 million and $105 million, and the first quarter 2021 revenue to be between $24 million and $25 million."

[mylands] 25/3/2021 20:22

Reckon we will need the Smurfs to dip in to their pockets to steady the ship.

[longwell] 25/3/2021 20:19

Glad i loaded up for the drop.its coming.

[mylands] 25/3/2021 20:18

After hours' trades tell a story!

[molatovkid] 25/3/2021 20:17

So full year 2021 expectation $100m+ !! Moving through the gears starts now.

[the white house] 25/3/2021 20:16

Net loss of 20m and loss of 8m for Q4, FanDuel big missA little more vaccination, a little more lockdown, please

[blueflame] 25/3/2021 20:00

Where can we see the results at?

[tomv33] 25/3/2021 19:08

Up down up down. So volatile, especially is you bought below 8 dollars.

[ksavani1] 25/3/2021 15:39

Well you can hope. I guess. Personally think we’ll have a troubled day or so. I still think it’s a great company and depending on the forecast I have funds ready should it fall into its teens.

[daveme] 25/3/2021 15:33

I wouldn't get your hopes up about the numbers, ksavani1. I'm expecting a fail with respect to GAN's proposed yearly turnover of $37-39M. I think it will be all about the outlook going forward and whether Dermot can persuade people to look forward to good times ahead rather than back.

I would be interested, however, as to whether Dermot mentions the loss of the Parx contract and the reasons for it.