Gvc Share Discussion Threads

[macarona] 23/11/2020 14:11

Olympics and Euros in 2021
World Cup in 2022
Both should contribute to EBITDA
Especially when US citizens are allowed to place bets on both those events.

[srpactive] 23/11/2020 11:40

if

Good information, ten out of ten.

[italianofacile] 23/11/2020 11:20

i gaming US market ex nevada Sept 2020 147,300,000
Sports + igaming...market size currently c366,000,000pm...
..4.4bn annualised
c22% of 2025 estimate...

[italianofacile] 23/11/2020 11:14

218,764,000 Sports Book NG Revenue Oct 2020
(Based on 18 states + Wash DC)
(Incl Nev,RI,NY,Col Sept data)

[daneswooddynamo] 21/11/2020 16:55

Agreed seems odd. They are there at 9.5 percent in the last report and accounts. What is also odd on the website is that black rock and Capital are seemingly on there with holdings at different dates, bit bizarre

[italianofacile] 21/11/2020 16:37

How come there has never been a notification of 3% plus from Aberdeen?. Even now on GVC website they are not there as plus 3%

[tobyjo] 21/11/2020 13:08

Thanks,daeswooddydynamo for your reply tobyjo.

[daneswooddynamo] 21/11/2020 12:59

In all likelihood purchases by a number of other institutional shareholders where the number of shares they have purchased does not trigger an announcement of a stake increase. The threshold to announce is 3 percent in any event so you could be holding nothing and not have to report until you reached that percentage. Also possible that short sellers of the stock are reducing positions by buying back

Market makers may be holding some stock on their books but it won’t be 20 million shares!

[tobyjo] 21/11/2020 11:08

Good Morning.Regarding The TR1 Notification regarding The disposal by Standard life Aberdeen plc of 20,572,992 Gvc shares on 16/11/20 there has been no TR1 as to the new holder and no share volume anywhere near this number in the past two weeks so could someone explain as to who holds these shares now is a a stockbroker who then drips feed onto market over a period of time ? thanks tobyjo.

[coxsmn] 20/11/2020 11:17

We are sitting on a gold mine here.

[italianofacile] 20/11/2020 10:54

Total igaming revenue for September 2020 in Penn, NJ, Del, and West V = $147.3 million, 3.2 percent higher than August’s total of $145.1 million...

If Michigan come online at estimated $50m.pm.and 3.2% monthly growth rate continues...

$3.13bn annualised market this time next year...from just 5 states...

[italianofacile] 20/11/2020 10:28

Penn State release
"October was another record month for the 12 i gaming Casinos, which claimed $59.8 million in revenue from online slots, tables, and poker, up a combined 4.8% from September."

[srpactive] 19/11/2020 16:09

Do not normally mention other holdings here take a look at
one of my others vec, vectura re courtcase.

dyor

active

[srpactive] 19/11/2020 14:40

d

Yes the ports act brought in by george w,
that actually focussed my attention on the
industry and led me to buy gvc, good old
george w.

[daneswooddynamo] 19/11/2020 12:16

As a very long term holder of sportingbet I still remember 2006 when the US ban came into force tacked onto the back of some totally unrelated legislation just before Congress recessed. Cue carnage in share prices on the Monday. It was clear then that the whole thing would be reversed at some stage in the future and here we are in the foothills of one of the largest potential growth markets anywhere. Hard not to conclude that the next few years look very rosy, regulatory considerations notwithstanding

[srpactive] 19/11/2020 12:16

IF

Excellent post, hence 1600p target.

[italianofacile] 19/11/2020 11:31

Loop Capital analyst Daniel Adam told investors in a research note "true total addressable market" of internet-based sports wagering and gaming is over $30 billion, "significantly greater" than the $20 billion other analysts are factoring into their assessments...."

If thats right, whoever gets 15-20% of that market with margin expectations of 30% (per GVC)..will be looking at $1.35bn to $1.8bn of Ebitda...8 times multiple on the median..=12.6bn$ Valuation...sounds extraordinary unless you are a US investor backing DraftKings..who clearly have accepted it as a likely outcome for them..

[popper joe] 19/11/2020 09:15

Duplicate post.

[merism] 19/11/2020 08:45

As shown by the Caesars / Hills deal - the US casinos don't really care about the rest of the world. They only care about the US. If MGM were to make a takeover offer for GVC, they would probably try to offload the non-US assets.

[garycook] 19/11/2020 07:22

GM,Srp FYI GVC Drives Forward Safer Gambling Strategy with New Partnerships

19 November 2020

GVC Holdings PLC
(“GVC” or the “Group”)

GVC Drives Forward Safer Gambling Strategy with New Partnerships

As Safer Gambling Week begins, GVC Holdings, the global sports betting and gaming group, (to be renamed Entain plc) has today announced it is piloting two new initiatives to enhance the Group’s Advanced Responsibility and Care safer gambling programme (“ARC”), launched on 12 November.ARC deploys the Group’s proprietary technology platform and behavioural play data to provide end to end player protection and interaction. Utilising sophisticated real time monitoring and analysis tools it enables early intervention to improve player protection. The new partnerships with Future Anthem and Mindway AI, will complement these inhouse capabilities by utilising behavioural, neuroscientific and academic based algorithmic learnings to pioneer world leading harm minimisation solutions.

Working with Future Anthem, the independent specialist in game data, GVC will pilot their newly developed Anthemetrics Safer Play Responsible Gambling solution. The aim of the trial is to further enhance GVC’s existing detection technology to enable earlier identification of players who begin to exhibit potential early signs of problem gambling behaviours.

The Group will start a pilot with Mindway AI, the consultancy with expertise in neuroscience, neuroimaging and problem gambling, on their new and award winning Gamalyze self-identification test. This is used to provide participants with detailed feedback about their decision-making to provide advice and guidance on how they can best maintain control of their gambling behaviour.Shay Segev, GVC’s CEO said:

“As we set out last week with the launch of ARC, our new Safer Gambling programme, we are committed to leading the industry on safer gambling issues. Our proprietary technology provides us with unparalleled insight into player behaviour and we are now enhancing this capability by working with partners to provide additional scientific based insight.”

Leigh Nissm, CEO of Future Anthem said:

“We are delighted to be working with a market-leader such as GVC, who have demonstrated their commitment to improving player safety and taking a science-led approach to player protection. We are excited to demonstrate how our Game Data Science solution will enable GVC to build on this approach, delivering even greater insight in to their player behaviours on casino games.”

Rasmus Kjaergaard, CEO of Mindway AI said:

“Over the past two years GVC have been at the forefront of tackling the issue of problem gambling and we are proud that they are piloting our Gamalyze self-test to provide their players’ with another tool to understand and stay in control of their gambling.” Today’s announcement comes in the same week in which the Group’s existing efforts in safer gambling, were recognised at the EGR industry awards, where GVC was named as ‘Safer Gambling Operator of the year’. It also follows the launch on 12 November of GVC’s new strategy for sustainability, growth and innovation along with its new Sustainability Charter. The Group also announced its intention to rebrand as Entain plc following the requisite shareholder approval.

ENDS

[coxsmn] 18/11/2020 21:34

I don't think so about Roar, not when the goal is to be the World no1.

Dual listing of Entain on the Nasdaq maybe.

[srpactive] 18/11/2020 21:01

c

Buy gvc then spin off roar more likely imho.

dyor

[coxsmn] 18/11/2020 17:48

Diller will no doubt contribute to the BetMGM journey.

GVC have done their big deals for now, plan is to roll out across US with BetMGM, attain the dominant position in a mature US market, carry on growing market share outside the US, enter new markets, do more bolt-on acquisitions. Aim is to become the World no1 and in 8 years time the big deal is the option for Entain to buy MGM or vice versa.

[italianofacile] 18/11/2020 17:07

Old news....Diller(IAC), the billionaire told shareholders ...
We are energized and excited to make this investment in MGM," , adding that IAC is particularly interested in "an area that currently comprises a tiny portion of its revenue -- online gaming."

Latest news
So far Diller has made 149,000,000 dollars on his investment...based on 27.90 share price for MGM as of now...Good chance Mr Diller knows what he is doing and what he wants..is he there to spin off ROAR...?
Given IAC spun out Expedia Group Inc., which Diller still heads as acting chairman and in July, IAC spun off Match...could be why he is there...

[noujay] 18/11/2020 15:57

It sure seems odd that it's not through 10 yet but I suspect there is a big deal here somewhere in the not too distant