Gvc Share Discussion Threads

[brownie69] 13/10/2017 07:57

Great results, once again. No surprise to us old timers on this board.

Rumours abound in the industry that the Lads/Coral deal is effectivly a done deal. Being touted as a "merger" but KA will be the boss.



DYOR as usual.

[trentendboy] 12/10/2017 18:33

Ptec do supply lads online software.As part of the deal, ptec now own a good percentage of lads so they will do well out of any deal

[kop202] 12/10/2017 16:45

Don't ptec provide the software for LADSPresumably there services will be dispensed with in any tie up with GVC

[mylands] 12/10/2017 16:26

These numbers have certainly wakened the whole sector. 888 up 5p, JPJ up 10p, LADS up 2.3p, PTEC up 11p and Hills bringing up the rear with a rise of 2p.

[cheshiremoggie] 12/10/2017 16:19

KoP202 - this has been my best investment of all time so yes - definitely a Cheshire Cat grin, especially today.Btw - does anyone know how slippery's GVC short is doing and when that 'report' is coming out?

[kop202] 12/10/2017 16:18

.......told you

[kop202] 12/10/2017 16:00

Festario will not agree but Qfi is worth putting on your watch listNot before time but it just might be kicking off this year

[mylands] 12/10/2017 15:59

Looking at today's graph it seems to be the yanks buying from 2.30pm onwards that is driving this up and over 900p.

[kop202] 12/10/2017 15:44

Do you grin like a Cheshire Cat?

[cheshiremoggie] 12/10/2017 15:07

Since I'm really not a trader I just accumulate these whenever I can. Unless there's a compelling reason to sell or I need the cash I'll hold for the foreseeable future and for the dividends.
The ones I bought at 106p have done just fine so far.

Roll on £10.

CM.

[noujay] 12/10/2017 14:57

Wouldn't that be nice

[srpactive] 12/10/2017 14:57

N

I have been here from under 100p, will think about
things again when we get to 1800p in a few years time.

dyor

[noujay] 12/10/2017 14:42

Anybody taking profits today or are we just going to skip straight to a tenner?!

[sogoesit] 12/10/2017 14:28

Lol! Directors not always best at timing... a bit like the rest of us!

[mylands] 12/10/2017 14:04

Once again it looks like Norbert got his timing spot on. He sold 230k at 844p on the 21st Sept.

From now on, every time he does this I will see it as a sign to buy!

[loganair] 12/10/2017 13:52

Hills: Online revenues grew £12.8m or 5% to £290.0m. Within this, sportsbook declined 1% on weaker margins, despite 11% staking growth, while gaming grew 10%.

It seems to me that Hills has under half the on-line UK market share that Ladbrokes currently has.

[srpactive] 12/10/2017 13:49

Our poker side is doing very well and 888 are pushing their
poker side, could 888 be better for gvc? Thoughts.

[garycook] 12/10/2017 13:22

Strong performance

Reporting on Thursday was gaming company GVC (LSE: GVC). The business performed well in the third quarter of the year, with group daily net gaming revenue (NGR) rising by 10% versus the same period of the previous year. This performance was perhaps better than it appears at first glance, since the comparable period from last year was boosted by the final stages of the UEFA Euro 2016 tournament. Stripping out the effect of that tournament and the impact of Kalixa (which was disposed of in May 2017) means that the company’s NGR revenue increased by 18%.

Looking ahead, GVC is forecast to post a rise in its bottom line of 19% in the next financial year. This puts its shares on a price-to-earnings growth (PEG) ratio of just 0.7, which suggests that they offer high growth at a reasonable price.

In terms of its dividend potential, the company has a yield of 3.3% at the present time. However, dividends represent just 54% of net profit. Therefore, they could increase at a faster pace than profit growth without hurting the company’s financial stability. And with a growing market for its products as well as a sound strategy, now could be the right time to buy a slice of the business for the long term.I make the current dividend yield around 4.5% at 890p

[noujay] 12/10/2017 13:17

How does that compare to say Hills and 888 Logan, any other info?

[loganair] 12/10/2017 13:02

A little info on Ladbrokes: Ladbrokes Coral currently has 12 percent of the UK online market.

Moreover, online sports betting revenue grew 51 percent to £310 million, and online gaming also increased to £356 million. online operations totaled £666.2 million.

[noujay] 12/10/2017 12:48

Some coverage from Regulus today:GVC: Q3 trading statement – growth but not diversification GVC has reported another solid quarter of trading, with group NGR up 13% cc to €243.5m; both betting and gaming were strong. Wagering growth was 4% (8% excluding Euros comps) with a 0.7ppt GM improvement (1.2ppts above long-term expected average) delivering 7% NGR growth (37% mix). Gaming within sports grew 22% cc, while gaming brands grew 17% (23% mix). GVC's operational momentum is therefore continuing, although sports growth is likely to be slightly lagging the European market while gaming now marginally outperforms. Geographic split is not provided in quarterlies, but H1 comments on investment and growth in Germnan-speaking countries (Germany, Austria, Switzerland) would suggest that this the source of a large proportion of the growth. In that a number of GVC's brands have historically had a strong German-speaking position, which was largely squandered through operational failures, this is a welcome catch up and probably pushing on an open door of latent brand strength and weaker competition than regulated markets. However, Germany's potentially hugely disruptive regulatory change proposals have been well covered (if not necessarily taken seriously by operators), while Switzerland is now also very close to effectively banning .com gaming. Exposure to these markets, likely now materially over 20% revenue for GVC, therefore comes with significant regulatory risk. Within that context, quick synergy-rich deals with established brands and cash flows which might also be facing significant near-term disruption start to make a lot of sense...