Gvc Share Discussion Threads

[srpactive] 27/11/2020 12:11

CM

It was a few years later, fact.

And yes it is worth 2000p a share as we have the growth for
a much higher PE as all the tech stocks in the US.

No need to be rude really, trumpian, I expected better from you.

dyor

[cheshiremoggie] 27/11/2020 12:01

Srp.The problem some of us have with some of what you say is that you make up fantasy scenarios based on no evidence- a bit trumpian. Your example "a few years later" - really. GVC shouldn't be 20+ right now. It should be IF GVC execute their strategy.You, and other fantasy spinners seem to think that potential is the same as reality.It is not. Potential has to be realised.

[srpactive] 27/11/2020 11:18

s

I remember holding a big stake in a company
that was doing great guns but everytime they released a statement
they always had a negative but attached, I wrote and spoke to the ceo
many times and said I was very disappointed with the relentless situation,
he assured me that was not the case, a few years later he was part of
a mbo and the company went on to be one of the top 20 best ever UK
mbo's. So I accept and respect your view but disagree.

Coxsmn

I mentioned a couple of gold stocks to you yesterday, I also
have been buying mno since the start of the year an interesting
little tiddler.

dyor

[suetballs] 27/11/2020 11:09

srp - 40140 - fantasy land!
Suet

[srpactive] 27/11/2020 10:50

But what if the situation was either know but keep quiet and
the acquirer keeps you in your very well paid position or
create attention by buying stock in turn upsetting the acquirer
and you being moved on after the acquisition.

[italianofacile] 27/11/2020 10:44

SP...just not sure I agree with your keeping it down thesis (although I don't disagree with much you write)..I was FD of a publicly quoted company and I'm sure if that was the case with us, either our NOMAD would have given us a call, or/and we would have been buying our own stock, esp. if we saw the share price as way out of kilter..

[srpactive] 27/11/2020 10:10

IF

I know as all know here, I bought big in the dip.

[italianofacile] 27/11/2020 10:07

This stock is up +174% since 20/3 +50% since 1/8 ...

[wilco69] 27/11/2020 09:09

What 666 buys? He and the chairman sold at 666p and ruined the stock for 6 months.

[srpactive] 27/11/2020 08:40

Morning as I have said it is obvious, the US want gvc
and for a give away price, KA was trying to tell us
with his 666 trade ( sorry ) etc.

We are worth 2000p but we will not see it, disgusting.

active

[cheshiremoggie] 26/11/2020 14:21

Wilco.

Very interesting. Thanks.

I particularly like this :-

Plethera of opportunities outside US: Shay mentioned multiple potentially interesting markets in Europe (Eastern), Latam (eg Colombia launch shortly) and (East) Africa. His priority is to focus on the larger regulated markets, which have material growth prospects. GVC would like to acquire a ‘#4 or #5’ in the market, migrate it to GVC’s platform, extract synergies and grow into the #1.

Ideally we wait for 5 years and sell out for 25+

[srpactive] 26/11/2020 13:39

w69

Excellent post too.

The yanks will definitely want us now.

[wilco69] 26/11/2020 13:29

Numis- We hosted a call with Shay Segev, GVC’s CEO, following its strategy presentation last week. We remain confident that the company has the technology, the partnerships, the balance sheet, the vision and the people to drive this business forward as it targets tripling the business in 3-5 years. At 9x FY21 EV/EBITDA, BUY.
● “Double or tripling the business in 3-5 years” driven by the US, core online business and new regulated markets. Assuming the following by 2024: (i) GVC takes 15-20% market share of $20bn market (c.17% now), implying £2-2.5bn divisional revenue (100% of entity); (ii) Double digit p.a. growth of its core online business implies a £4.0bn revenue; (iii) Expansion into new regulated markets equivalent to 30 ‘PortugalsR17; implies a further c.£1.5-2bn. If all these targets are achieved, GVC could generate £8-9bn of revenue vs. c.£3.5bn this year (incl. £1.2bn retail), ie “doubling or tripling the business”.
● US could be a $50bn market in the long term: Shay suggested that the US online gambling market, in the long term could be worth $50bn, more than double their base case for 2024. Assuming all states were regulated, this would imply $150 spend per capita (vs UK c.£100 p.c.). Its partnership with MGM brings financial commitment, market access and a valuable customer database (25% of new actives are M-Life customers, typically worth x2). One of its key lessons in the US it to launch on day 1.
● Technology a differentiator: GVC is a technology-first company, with Shay's background perfectly aligned. They have 3,000 FTE IT developers, have a near-perfect track record on integrations (Ladbrokes, Bwin) and owning the full technology stack provides unrivaled agility, e.g. live on day 1 in a new state.
● Plethera of opportunities outside US: Shay mentioned multiple potentially interesting markets in Europe (Eastern), Latam (eg Colombia launch shortly) and (East) Africa. His priority is to focus on the larger regulated markets, which have material growth prospects. GVC would like to acquire a ‘#4 or #5’ in the market, migrate it to GVC’s platform, extract synergies and grow into the #1.
● UK Gambling Act review 12+ months away: Shay expects the review to kick-off in mid-December followed by a 3-4 month consultation process but likely not to be ratified until end of 2021 at the earliest. He agrees all restrictions already discussed should be “on the table” but it should be “evidence-based”. The stricter the restrictions, the tougher it will be on smaller operators and therefore market share gains would be likely.

[srpactive] 26/11/2020 13:16

c

Excellent post, but it makes no difference, to take the
biscuit, we will probably get a bid at 1017p tomorrow
and the board will accept it, lol.

[coxsmn] 26/11/2020 13:08

Nevada release October sports betting reporthttps://www.lineups.com/betting/nevada-release-october-sports-betting-report/

[srpactive] 26/11/2020 10:12

cm

Not down on gvc just down on the market nonsense, the US
companies have massive pe's, debt and are still thriving
as for gvc doing great guns and held down, probably flutter
will after the US buy them first. For heavens sake the US
jv value is not being included in the gvc share price yet,
what is that all about?

If you want proof of silly valuation, when prty was doing well in
the US they were valued at five billion pounds, we own them now
along with sbt, betboo, ladbrokes, mgm jv and more and guess
what we are still valued at five billion, really, we should be 2000p
minimum now.

dyor

active

[cheshiremoggie] 26/11/2020 09:41

Srp.You seem a bit down on GVC today.I thought Flutter were going to buy GVC?CM

[coxsmn] 26/11/2020 09:01

Thanks Srp.Can we close above 1018 today.

[srpactive] 26/11/2020 08:38

Funny you should say that I have been buying into my gold
stocks due to the US election, poly for dividend and ggp
and sve for massive growth potential. I have a few others too,
one being pog against the shorters there too.

Yes I will have to do more researching as gvc will be bought out
soon by the yanks on the cheap like hgm has been.

dyor

active

[coxsmn] 26/11/2020 08:30

Srp, whats your opinion on gold

[srpactive] 26/11/2020 08:27

c

Sorry just hate the shorting practice.

[coxsmn] 26/11/2020 08:22

You are a cheery lot this morning.

[italianofacile] 26/11/2020 07:37

US closed today..whilst the yanks are away....

[italianofacile] 26/11/2020 06:21

Canada’s long and winding road to single-event sports betting appears to be clearing as the ruling Liberal party prepares to adopt another party’s wagering bill as its own.. Source CA