Gvc Share Discussion Threads

[nurdin] 17/5/2017 13:09

Whatever the theories,there is no doubt the share price is showing strength that suggests something is brewing.Will find out soon hopefully!

[brownie69] 17/5/2017 12:49

Interesting point re WMH and property.

In my opinion the synergies would be much greater with Lad/Coral.
Share concerns re shops but until the review into FOBT's report then I cant see how anyone can value future revenues. Too much risk, thus I dont expect a deal with shop operator anythime soon.

888 and Betsson would be good but 888 main holders are difficult hence no previous deal been done eg WMH etc.

[diviincomesearch] 17/5/2017 12:17

Part of me wonders whether we would ever get taken out by private equity- someone like 3i.

We're highly cash generative which I think would be hugely attractive to PE, things should accelerate now that the Bwin takeover is all coming through on track for synergies and being revived revenue wise.


Looking forward to the trading update next week at any rate, probably the longest we have gone for an update over the past few years, due to the excellent newsflow from the board. If we can beat expectations, another re-rerating could be in the offing.

And I still haven't de-risked after all my faffing about here!

[srpactive] 17/5/2017 11:21

Chart looking very strong, our next challenge is the all
time high of just shy of 900p, dyor.

It would be ironic if the all time high was 888.

[oohrogerpalmer] 17/5/2017 11:20

I read (think it was WHM last results) that WMH had a very large % their high street shops on lease so would't think there is much in the way of assets there.
Unless they want the online side and sell off the shop side elsewhere , but to who ??

[loganair] 17/5/2017 09:39

nurdin - most of WHM shops are leased. In my opinion GVC would only want the non-retail shop side of WHM....who would wish to buy the over 3,000 retail shops they have???

[nurdin] 17/5/2017 09:32

Perhaps WMH have huge property assets which could be sold off and the cash used to develop their on line business?

[sogoesit] 17/5/2017 09:19

It would certainly worry me if they chose to go into a "high street" fixed asset market.

[srpactive] 17/5/2017 09:14

loganair

Okay accepted, I will not mention it again.

[loganair] 17/5/2017 09:12

The BOD of GVC have already looked into bidding for WHM and have already walked away from such an idea.

[nurdin] 17/5/2017 09:10

srpactive.. good observation on NEDs property background.Makes WMH bid prospect more plausible

[srpactive] 17/5/2017 08:58

GC

It did cross my mind.

Mylands

Our closing high back then was 769.5p.

[garycook] 17/5/2017 08:50

WMH,Could be the next target then.

[srpactive] 17/5/2017 08:37

Yes agree, last night I was just reading through the
annual report that arrived yesterday, and one point of
interest was the the amount of property experience we now have
on the board. Will Whitehorn is a non executive of Purplebricks
and Stephen Morana spent over three years at Zoopla Property
services as cfo.

[garycook] 17/5/2017 08:35

mylands,Steady has she goes,is good !

[mylands] 17/5/2017 08:24

I like the steady rise we are seeing now ahead of the next trading update in 8 days' time. Getting very close to the SP's high reached in October of last year.

Adding back 25p of dividends we have had since then and we are virtually at the equivalent of 800p.

[woodhawk] 15/5/2017 17:47

Yes - IG Index haven't paid the ISAed element of my divi yet. They are usually slow payers. I expect it tomorrow.

[diviincomesearch] 15/5/2017 17:14

Has anyone else still not had their dividend? I'm with HSBC and it's still not turned up this evening!

[brownie69] 15/5/2017 08:24

Yes sounds like 888 in trouble. Difficult to asses the impact with no transparency on the actual events that the GC are looking into but I suspect a fine might be coming if the felt that it was serious enough to have to make an RNS.

[mylands] 15/5/2017 08:14

888 being hammered this morning following their RNS issued today:

[woodhawk] 13/5/2017 13:05

I haven't been in this share anywhere anywhere near as long as some of you, nevertheless in the 2 years that I have been a GVC investor I have profited exceedingly handsomely via capital gains and dividends. GVC is largely responsible for my entire portfolio being up circa 65% over the last 2 years, although I have also done particularly well with GSK. Who needs Neil Woodford et al? My only real - though thankfully minor - disaster has been Laura Ashley, but I did have the sense to exit that before the most recent decline.

[joan of arc] 13/5/2017 09:10

One investment I got right. I bought 15000 back in those days at between 80p and 95p. Although I had to pay up to 150p later on!

[t 34] 13/5/2017 08:49

Proper investment.

[mylands] 13/5/2017 07:53

This is the link to the dividend history on the GVC website. It also gives all the exchange rate conversions to sterling from Euros.



Interesting to note that if you had bought in Jan 2007 you would have paid as low as 75p a share and in 2007 they paid out 26.9p in divs,giving a yield of 36%! Since then they have paid a total of 318p in dividends, returning over four times the initial investment of 75p!