Jpj Share Discussion Threads

[alotto] 06/12/2019 17:03

Hello! I wanted to start this tread to draw attention and spark a discussion on this stock. I am considering the gambling market looks pretty strong at the moment, although regulations might be set to hit the industry. At the moment the company is generating good cash and is deleveraging its balance sheet. The PE is almost a third compared to its peers. Could this be time to get in early and make the most of a potential upside?
Ale

[darius12] 05/11/2019 15:47

This is a pile of shi* with HUGE amounts of debts trading at an unbelievable 768.73M valuation! They keep changing names too - it is now trading as Gamesys Group PLC previously Jackpot Joy and Intertain before that! There are strong rumours that the UK government is about to crack down on slot stakes and credit cards - a bit like what they did with FOBT. If that happens it will sink their JackpotJoy brand - and their verajohn brand must be feeling the nordic tough market! The most vulnerable gaming companies will be companies like this with big chunks of debt - I can almost smell the carnage!

[red5] 10/8/2019 11:41

so are we expecting good results or not from this one?

[lukmanpatel] 10/6/2019 05:25

Another troll by the username lsehotdealz haha, share price is stagnant and there’s talks of fundraise at 10p on that board lol desperation has lead to going round posting on different board to prevent share price from dropping, usually ud stay quiet and average down and accumulate if you see huge potential lmaoo he’s spamming all the boards

[newtothisgame3] 10/4/2019 05:00

The Times (Tempus share tips): SELL #Dunelm; HOLD #JPJ Group; SELL #Xaar.

[fitzy416] 15/8/2018 11:22

This is jackpotjoy not jackpotcity. Jackpot city is a Microgaming based site.

[bor491] 15/8/2018 08:52

woaaa i'm going to alert the Malta Gaming Authority about their practices...

[sum493] 14/8/2018 17:58

I just read this story

hxxps://thespinoff.co.nz/society/15-05-2018/how-an-online-casino-is-exploiting-a-legal-loophole-to-prey-on-kiwi-gamblers/

What a disgrace - this company is begging to be fined big by the gambling authority!

[bor491] 13/8/2018 15:30

i've initiated a short on this one - the company with valuation of 740.34M is simply too high for a gaming company with substantial debt.

[chrisfillyourboots] 12/8/2018 09:46

Interim results on Tuesday should result in analysts upgrades for JPJ and a 20% rise in shares to £12+ imo

[danieldanj] 02/8/2018 21:31

Key date approaching for JPJ shareholders

hxxp://crweworld.com/article/news-provided-by-pr-newswire/759789/jpj-group-plc-notice-of-results

[actofwill] 26/7/2018 10:35

So Premium Listing in the bag as of this AM.

Next stop is FTSE 350 inclusion

back of the envelope shows automatic inclusion if share price rises above ca 1100 GBp - it will probably make the reserve list in any casee

[danieldanj] 26/7/2018 08:13

JPJ Group (JPJ) News Out Just Now

[actofwill] 28/6/2018 08:06

Nice move to 950p on the premium listing announcement from yesterday.

To become part of the FTSE 250 the price needs to get through 1075p to be automatically eligible according to my calcs. I expect more fireworks at that level.

So we have upward pressure due to uplistings, whilst we wait for debt to be slashed at a rate of GBP100m per year leading to a dividend when leverage is < 2.5x, enticing the dividend crowd, that I expected to arrive as I said 18 months ago for even more buying pressure. Edison says PF dividend rate is 4-5%...

And in the mean time it's an eligible bride for the long overdue UK gambling consolidation post the FOBT eradication...

[makw61] 04/6/2018 15:43

Yeah hopefully just noise; i usually take a good look at what shorters are saying as they tend to be pretty shrewd, but their argument in this case seems a bit desperate tbh as the situation is clearly nothing out of the ordinary. Take a look at e.g. hxxp://www.safecasinos.org.uk/ladbrokes/ (Ladbrokes use Playtech for their gaming).

[davr0s] 04/6/2018 14:22

Ah thanks for that. So likely noise then IMO as they don't position themselves as a software company and almost every company out there is probably using third party software these days. As you say as long as they have the right checks and balances in place then shouldn't be an issue

[makw61] 04/6/2018 11:52

Article in the Times at the weekend about some short positions in JPJ. The shorters' concern seems to be that JPJ don't own the software that runs their sites. However, that would be quite normal i believe in the industry; most sites are just "skins" of software provided by third parties and generally the software provider takes an ongoing revenue share. The advantage of the model is that the software provider is incentivised to keep the sites fresh and that development costs can be spread over more than one customer.

Hopefully, though, there is a copy of the source code in escrow so that JPJ can maintain / develop their sites if they ever fail to renew the software license.

Anyway, bought a few of these on the basis that EV:FCF looks good.

[davr0s] 04/6/2018 11:15

Guessing it's been downgraded as shares just don't gap down -6% at the open by themselves

[ih_671431] 15/5/2018 12:16

Here’s the link to Jackpotjoy’s (JPJ) numbers to take a look at

[noujay] 20/3/2018 12:59

Interesting to see if there's any action after the conference call at 1pm

[noujay] 20/3/2018 07:32

14% revenue growth pretty good. This year looks to be the transformational one in terms of debt structure and completing earn out payments. After that some of the cash it throws off should start to revert to shareholders

[actofwill] 19/3/2018 21:34

Q4 is the peak quarter typically, also interesting to observe any effects of their new TV ad.

Judging from the other online bingo operators who have reported I think at least 8-10% underlying revenue growth is a safe assumption..

[noujay] 19/3/2018 19:06

Thoughts on tomorrow's results? I'm expecting positive stuff