Gvc Share Discussion Threads

[trentendboy] 21/3/2017 08:27

Nice 888 resultsSomeone needs to take them out.Bodes well though. Some great casino numbers

[timanglin] 18/3/2017 13:13

As per my previous list about drivers for dividends, I mentioned savings from re financing, synergies, growth. However from the latest refinancing RNS it seems that there is going to be a debt floor of at least 250m euros, for many years. In the last year GVC has been generating cash...the debt floor means that there is more cash available on the balance sheet. This could be paid as a dividend, however as mentioned this could be used to further increase growth through M and A. There are 4 drivers for dividends or M and A. Dyor, imho.

[srpactive] 17/3/2017 10:42

888 announcing Tuesday, source IC.

[garycook] 17/3/2017 10:24

Look at the reaction to the BKG update today.I can see GVC being similar.If so a 5% upside to the SP,that would take us over 750.There is short term resistance atm at 721.50.Next resistance at 746.So we will see next Thursday.

[mylands] 17/3/2017 10:09

Does anyone think a house broker would come out with a positive note a week before the prelims, if they were going to be anything but good, because I dont!

[srpactive] 17/3/2017 10:05

B69

As already mentioned thank you, TEB also new
foxy bingo advert on TV.

active

[nurdin] 17/3/2017 09:32

Thanks Brownie..that is a nice potential upside there

[trentendboy] 17/3/2017 09:21

My view entirely. Interesting bwin sponsoring the darts

[brownie69] 17/3/2017 08:53

Very positive pre close note out from Cenkos today.

The punchline;

"The stock is not expensive trading on a 2018E EV/EBITDA of 7.4x and yielding 4.4%. We see multiple catalysts for a re-rating to at least 10.0x EV/EBITDA over the next 12 months implying fair value of 1140p."

[mylands] 16/3/2017 23:36

Woody

Yes I forgot about my SIPP holding which is growing with divi reinvestments and top ups when the price has fallen.

[woodhawk] 16/3/2017 14:46

Yes, I'll shall be doing the full ISAing too, Mylands - plus some more in the SIPP!

[mylands] 16/3/2017 14:23

Well done guys, wish I could join you but finances don't permit at the moment. Reinvestment of the next div is a certainty, as is the bed and ISA on the 6th April for me and the wife. I think it's a total of £40k for the next year we both can put away. Not to be sniffed at!

[festario] 16/3/2017 09:37

Thanks Woody, I'll send you the cash when (and if) my porty ever recovers!

[woodhawk] 16/3/2017 09:33

I topped up on your behalf this morning, Festario. My pleasure.

[festario] 16/3/2017 09:29

I'd very much like to top up here today, but all the rest of my stocks are in deep red.I need a recovery to let me take advantage of the inevitable next leg up here, which comes next week!

[garycook] 16/3/2017 08:56

Woodhawk,Agree with you there.

[woodhawk] 16/3/2017 08:35

Same boring mark down, on tiny volume, every tedious day!! Roll on the results next Thursday.

[garycook] 16/3/2017 00:54

Morph,Thanks

[morph7] 15/3/2017 23:45

Gary igg is very cash generative business, not dissimilar to gvc. I too have a holding there. Very good value at these levels. Apologies for off topic

[woodhawk] 15/3/2017 21:06

Yes, you're right, brownie. Onwards and upwards!!

[brownie69] 15/3/2017 20:55

It did not make sense that there was anything in the GVC PTEC tie up due to the B2B B2C conflict.

This news about the PTEC largest shareholder selling shares confirms it. Had there been any ongoing discussion Teddy Sagi would not have been able to trade the PTEC shares.

[woodhawk] 15/3/2017 13:24

I've answered on the IGG thread, Gary.

[garycook] 15/3/2017 13:13

Woodhawk,Would it be to much to ask.How much have you invested in IGG ? Thinking on taking the plunge,but by how much not sure ?