paddingtonbear
20 Nov 2019
Falling knife bounced Time for a strategic withdrawal after taking a healthy profit and a modest dividend. As has been shown already once, gaming shares could get caught in the new circumstances of a general election and become a political pinball. All bets are off for me until after an election concluded. PB.
paddingtonbear
12 Oct 2019
Falling knife bounced Since December purchase , share has pretty much gone as expected. Bottomed out, bounced along bottom and started to climb as the good news started to come in. Two upgrades in forecast profit, debts reset at lower interest, dividend up 10%, multiple Director buys at £5.88 (including £5m worth by CEO which is better than his £14m sale at £6.66 in March.
Ripley94
19 Jul 2019
Atlantic cm Contacted out of the blue suggesting a buy here on Wednesday 17th July at 605p. And taking profit today @ 10am
mfletcher
21 Mar 2019
Brexit bargain? Its a falling knife. Its lost its direction and the Ladbrokes acquistion was brain dead vanity lead by outmoded bankers. Tasers all round in the board room, they all need a slap too.
paddingtonbear
13 Dec 2018
Brexit bargain? Bought back into GVC after an absence as it seems rather tempting after swallowing a rather large morsel. The management have proved capable at digesting acquisitions and wringing out significant benefits in the past. The large debt taken on for Ladbroke and the market jitters about the end of the world/Brexit/recession/£2 betting stakes have seen a 45% drop in SP from the year high. Given the ever greater exposure to well regulated markets, the diversity of ncome streams online and by shop, plus the potential in the USA via MGM, I anticipate caskflow that will cut debt swiftly and lead to healthy dividends again GLA PB
badger
05 Oct 2018
What's happened to the share price then? 16.5% down over September alone!
lucky111111
30 Jul 2018
Mgm deal $200m On the face of it this looks an excellent tie up for GVC. The American market could and should be huge for GVC. With its experience gained in Europe for in game betting, combined with the familiar name of MGM to Americans this should be a market leading winning combination. The share price increase this morning (5-6%) has reflected this, but I think this is only the start. I for one will be watching developments closely.
Bowman
29 Jul 2018
Mgm deal $200m It will be interesting to see how the GVC sp reacts next week. I am up 70% after 18 months, so a little extra would be nice.
Kool_Keith
29 Jul 2018
Mgm deal $200m Sky News Ladbrokes hits $200m MGM jackpot in US sport‎s betting frenzy The alliance could pave the way for a ‎£20bn merger of GVC Holdings and the world's biggest casino operator, Sky News learns. After 10 years both parties Will have the option to buy each other out
Bowman
28 Jun 2018
GVC impact from new rules ? Just found this from Reuters, and thought it might be of interest: BUZZ – VIEW FROM THE BUYSIDE – GVC: technology prowess 26 Jun 2018 - 11:25 Old Mutual Global Investors’ Simon Murphy is behind sports betting and gaming company GVC , highlighting its technology prowess against a growing online backdrop PM notes US Supreme Court’s repeal of PASPA (Professional and Amateur Sports Protection Act) - which means each state can decide for itself whether its residents can bet on sports, paving the way for legalisation of sports betting “It’s all a bit of an open playing field at the moment – no-one knows quite how the relationship is going to unfold and who’s going to do what. But what we do know is GVC have the best technology to help support the casinos… if they want to launch online gambling businesses†- Murphy Shares in GVC & peers William Hill , Paddy Power Betfair jumped on the news mid May GVC has said it expects to grow significantly in the US after the Supreme Court/PASPA move… Most online gambling businesses license their technology from specific technology companies, e.g. Playtech , but all GVC’s technology is internal and proprietary, so it controls its functionality, how it is deployed etc – all per PM “What I think it’s all about in the future is the growth of online which is where they’re very, very strong - have their own technology, real leaders,†Murphy says GVC has grown rapidly through acquisition, including that of Ladbrokes Coral late last year… (RM: [email protected]) © Thomson Reuters Limited. Click for restrictions
Dot_Waudby
21 Jun 2018
GVC impact from new rules ? Could somebody help please? How would I enter a new purchase of GVC, I have looked all over!
dave297
30 May 2018
Congrats to Kenny What an achievement in a few short years -a tiny obscure Aim listed sports betting company majoring in operating in countries where sports betting was probably illegal to owning major brands,being included in the Ftse 100 & ,IMO, set to grow further over the next 2/3 years,especially following US deregulation.
Geminic
26 May 2018
Re: dividends On their past performance
Telecom Spiritualist
25 May 2018
Re: dividends On what basis do you give a buy rating if you don't know the dividend or profit forecasts/estimates?Not criticising, just curious.
Telecom Spiritualist
25 May 2018
Re: Strong trading update Disappointed no forecast of dividends. Also no confirmation on what's happening with the contingent rights for former Lads shareholders. My own view is that if implementation of £2 max bet is delayed beyond 2020 they might be worth something.
