Gvc Share Discussion Threads

[noujay] 21/7/2017 16:23

Thanks fest, clears that one up. Looks a half decent finish today

[festario] 21/7/2017 16:10

It's just that they are bang on mid price at the moment of reporting, so can't be categorised as red or blue.

[noujay] 21/7/2017 14:39

Would somebody just enlighten me as to the trades that show up on Advfn in grey (of which gvc gets its fair share), are they unidentifiable as buys/sells due to quick price movements or something more obvious I'm missing?

[mnomis] 21/7/2017 11:58

@ Trent - thanks for post - interesting development at PAYS. Not sure why your post was down-voted.

[trentendboy] 21/7/2017 08:54

All kicking off at PAYS and SCH who are gaming payment processors. Shame GVC got so little for Kalixia.Still, shows gaming sector is well and truest in the spot light again with private equity throwing the cash about

[mylands] 21/7/2017 08:41

Just been checking Marshall Wace's short positions. Since March 28th, when they had a 0.61% position, they have increased this 8 times to their present 1.40%.

If you look at the graph of the share price over that period, on each of the dates they disclosed an increase, they are now in a loss position on all but one occasion June 2nd when the share price was 799p.

[shayadfn] 21/7/2017 06:37

I think the see-saw will continue until mid Aug- Marshall Wace LLP- are still 1.4% short- I suspect they are making money on the other side of the trade, and this volatility may be helping them. We are not expecting any company specific new until mid sept. I may start adding in August on t20.Currently busy trading cey and hgm. I suspect the 'Turkey' issue in the news was highlighted by interested parties to make sure that their short positions don't loose much, by keeping the share price below £8.00

[mnomis] 20/7/2017 10:58

Yes, summer doldrums, with noticeably fewer posts and lower volume (without big news) as people take their holidays.

[mylands] 20/7/2017 08:51

The share price is on a see-saw at the moment. One day up the next down, mostly on small volumes. We are down 10p on 31k of shares traded.

We need a positive RNS to move us back up to the 800's. Hope we don't have to wait for that until the September trading statement.

[maddox] 19/7/2017 23:45

Thanks Caithnessy, much appreciated.

Interesting textual differences between the 'plans under consideration' in this article and the 'Turkey has launched a fresh crackdown' of the Times - journalistic licence I suppose.

I too love quarterly dividends. Great for income seekers and seeing gradually rising quarterly dividends communicates confidence to the market. This helps support the share price over the reporting cycle. And US investors just don't get it - it messes up their share reporting web-sites (and where's there a huge future opportunity?).

I suppose the new FD is a traditionalist in reverting to the arcane and confusing 40/60% half-yearly divs.

Regards, Maddox

[caithnessy] 18/7/2017 17:14

Maddox, following up your question about the data source of post 26795, here is the link to a pro-government Turkish newspaper.
Www.dailysabah.com/turkey/2017/07/04/turkey-readies-measures-to-combat-illegal-gambling/amp

I am long in the stock with a holding of 25,000 shares - mainly for the yield - slight shame that the Quarterly payment policy when they were on AIM has been changed to the more normal twice a year on the main market. Who would you prefer to hold; a U.K. centric betting house, where taxes likely to increase or a well diversified international group such as GVC (despite the well documented risks)?

[mnomis] 18/7/2017 17:12

Radbrooks, I have no idea when, but based on valuations and length of cycle, think it is prudent to take a little risk off the table and have a little insurance. I am certainly not short. Regarding death, there are a number of factors that make it more or less likely, age / health of course being the most important. The probability of a significant down-turn is definitely increasing, but what the actual probability is and when it may or may not occur, who knows ...

[radbrooks] 18/7/2017 13:49

This is as useful as predicting we will all die someday--that is at least a certainty--but when?--there may well be a dip but a crash is not inevitable

[mnomis] 18/7/2017 10:37

Crash as in market crash / selloff as opposed to GVC specific sell-off before I get in trouble :)

[mnomis] 18/7/2017 10:36

@rhuvaal2 that thinking has kept me quite cautious as well (on a portfolio basis), although I could not help picking up a few more GVC recently at ~750 level. I have some S&P 500 puts and quite a bit of cash on the side, waiting for the inevitable crash ...

[coxsmn] 17/7/2017 19:39

Cheshire moggie, i agree with you.

[cheshiremoggie] 17/7/2017 11:40

Nice find berberic. Thanks.

THIS is the sort of thing GVC should be expecting to get into when it arrives (although it does look a few years off).

To whet your appetite:
"According to Doha-based International Centre for Sport Security, the illegal betting market in India is worth $150 billion"

India, China, Asia and the USA are the potential markets that mean GVC has gigantic potential over the next 10 years. Forget the mature markets, especially in the UK, the future lies elsewhere.

GVC management is the best I've seen in 20+ years of investing. If we are allowed to ride this potential with them (ie us small punters aren't taken out for a paltry premium on the current sp), the long term prospects make what has happened up to now look like pretty small beer.

IMHO and DYOR of course.

CM.

[berberic] 16/7/2017 21:03

Plan to legalise online gambling in India. http://indianexpress.com/article/sports/sports-ministry-lays-ground-for-making-online-betting-legal-4752604/

[shaker44] 16/7/2017 12:38

If you want to short, just do it. Why do you feel the need to tell the world? Like a Trump tweet. If you think your posts hear will influence the share price you are deluded

[coxsmn] 16/7/2017 10:53

This thread needs to steer away from ignorant nonsense.

[conundrum] 16/7/2017 10:29

My post was related to post number 26803 above, which was suggesting that false story brigade pick on shares with a smaller share capital as targets, and don't normally attack companies worth more than £2bn.

I was posting that even after the recent fall in share price, GVC is still worth over £2bn.

I have copied and pasted part of post 26803 below.


"BTW I'm not some johnny come lately shorter, I'm long GVC and been posting positivly on the sector and this company for years. This is for real in my humble opinion. The scummy create a false scare story brigade dont usually attach companies worth more than £2bn who have institutional shareholders of substance. they like smaller companies where the shareholder register is dominated by private investors who are much more easily scared out of their shareholding."

[festario] 15/7/2017 20:54

.... and your point Conundrum? .... if you have one.

[conundrum] 15/7/2017 18:20

Re the point above, GVC has over 300 million shares in issue, at £7.50 a share that is £2.25 billion, market capital.