Gan Share Discussion Threads

[noujay] 21/11/2018 16:11

I'm not sure whether this made it here last week when it was published but in terms of what's to come it is very interesting in terms of outlining the scale and scope of GAN's participation with Parx.It's certainly going to be one of their most meaningful accounts and it may stretch to South Philadelphia Turf Club too - in fact it would be strange if it didn't. The Turf club is right next to the Philadelphia Eagles stadium and as is abundantly clear from NJ spots action to date, locations like this are vital.Anyway worth a read:https://www.pennbets.com/reviews/parx-online-sportsbook/

[shaker44] 21/11/2018 15:47

Remarkomsoc. Even my text predictor doesn't like that one!

[shaker44] 21/11/2018 15:41

Remarking blocked. Worthless

[noujay] 21/11/2018 15:07

I'm not sure that pointing out this is share is illiquid represents analysis but thanks for sharing!! :-)

[rivaldo] 21/11/2018 10:59

Davy Stockbrokers believe Paddy Power could benefit from US sports betting by an annual £120m-£215m EBITDA over the medium-term....



Extract:

"We have constructed our own proprietary US sports betting model and present two related illustrative scenarios for PPB in this report. Our analysis aims to shine a light on the ultimate scale (and trajectory) of profits the opportunity presents as well as highlight a number of other important insights. Indicatively, it suggests that US sport betting could add £120-215m to group EBITDA over the medium term."

[noujay] 20/11/2018 13:45

Share price action a bit slow but it's likely to shift up soon enough IMO when Parx go live which can only be around the corner.

[mad foetus] 20/11/2018 13:31

Disappointed

[busterdog2] 20/11/2018 09:29

Will probably feature an update in next months SCSW on the strength of the KPI’s showing further progress.

[rivaldo] 20/11/2018 09:25

Excellent KPIs this morning. Interest here should continue to rise prior to the big launch of real money regulated Internet gaming in Pennsylvania in H1 2019.

[ksavani1] 20/11/2018 09:16

Showing as sell on HL

[ksavani1] 20/11/2018 09:14

The 8623 is my buy

[ltinvestor] 20/11/2018 09:07

Thx.Looks like a very interesting growth story emerging...

[noujay] 20/11/2018 08:48

Yes just one month via the Fanduel deal. A full quarter via Betfair Casino though.

[noujay] 20/11/2018 08:36

It is also the case that September did not feature too much Winstar business as the marketing just started there, as did Fanduel although that had an excellent September start so hit the ground running.It's interesting that PPBF are being mooted as being the most likely U.K. listed outfit to succeed in the US and that this is our main partner (in NJ at least). When they ramp up marketing, which they are and will continue to do, then that bodes well but more than that they could potentially take GAN with them inter state.That and the patent licensing, if successful, could easily represent the sales pipeline for the next five or so years.

[ltinvestor] 20/11/2018 08:34

Am I right in thinking that the Paddy Power Betfair relationship only contributed 1 month towards the q3 figures?