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Hi BasicTrader97 here is the original RNS, hope it helps.
http://otp.investis.com/clients/uk/gaming_realms/rns/regulatory-story.aspx?cid=637&newsid=958589
Can anyone point me in the right direction for the loan repayment due end of 2022 to gamsey (I think)
Or am I just making this up? I’m sure I recall them turning some of the loan info shares?
On 7 trades
Premium
US iGaming revenue tops $450m in October
Regulated iGaming gross revenue in the United States reached $450m in October, marking a new monthly high and taking gross revenue for the year-to-date above $4bn. Read More
"Here is the number of games in the top 25 by manufacturer representation: Light & Wonder, seven games; Everi, five games; Evolution, three games; Inspired, Gaming Realms and High 5 Games, two games each; Design Works Gaming, IGT, AGS and Ainsworth, one game each."
https://www.topuscasinos.com/news/ranking-the-top-performing-mobile-slots-this-month
The numbers are going to be impressive I think. I've just revisited the interim results and comment on a couple of figures. The first half profit is greater than last year's full profit figure. Last half year we launched with 11 new partners - this half year we launched with 26. The SP is going to rise.
Only a couple of months to a trading update - wonder what the company will do with the profits? Debt reduction, dividend, bit of both? Interesting times ahead.
They were asked on the last investor call about the potential to squeeze more out of margin as their games became more popular and without getting into specifics they claimed they were considered "premium content" and so already charged a high margin compared with other game providers.
I'm guessing margins are commercially sensitive but take heart from the fact that a revenue increase last year of 3.27 Mill translated into a bottom line improvement of 2.89 Mill. Contracts and revenue are all important at this stage. They do comment on increases in game development - can't quite see what else there is report. Difficult to see how we can slip back to losses now.
Lots of info on contracts coming through but what operating margins are being achieved? Seems to be drifting on little news in the public domain
Https://lnkd.in/gZupWSF9?trk=organization_guest_main-feed-card-text
Sneek Preview of 4ThePlayer’s games to be released on GMR USA platform
I think 4ThePlayer would make a excellent bolt on acquisition
Also slingo upcoming games
Https://m.youtube.com/watch?v=8xXB_AhKIVU
We’re continuing our expansion in The Netherlands, and hoping to deliver a whole new gaming experience to our Dutch players! Our Slingo content is now available to play with Betnation through our partners at Bragg Ljubljana (formerly known as ORYX Gaming), a Bragg Gaming Group company. Thanks to Barbara Remih, Urban Bonca, Robert Tololioe Schouten, Mouhcine Jalili for your work on this launch - we’re thrilled to see the The Netherlands is becoming one of our top markets!
Source linkedin
https://casinobeats.com/2022/10/25/light-wonder-dwg-eilers-fantini/
Worth a read
Good RNS - the share price will catch up.
Yep, not loved at the moment. 15% down sitting and waiting.
But dead in the water
whats goin on ffs
Hi redjester, I'm afraid todays investors are sitting on their hands - as the Auction Houses used to say! Once the full year's figures are released the obvious high percentage of profit growth compared to revenue growth will become apparent. there is of course the ' stigma' of being a gambling stock which may reduce the MC but not the eventual divi's. This could become a high cash generator anyway as there's not a lot of debt and plenty of losses to offset tax on profits.
Interesting times ahead methinks.
Absolutely baffled by the share price but I've held this for about 4 years so you get used to that. 66% jump in pretax profits on a 10% jump in revenue just doesn't do it for today's investor.
Thanks for posting that.
Great results. Between the pipeline of new operators and the multi state deals in the US, growth is pretty much gtd. His guess of 3 or 4% the total UK slots is also a very good sign as more states regulate gaming.
Was in NJ and NY last week. Spent time in Atlantic City and a casino resort on Long Island. The latter had a queue going out the doors to get in. Not a doubt that the US market has so much pent up demand.
The numbers and narrative in the Investment Case section look good. Me too
Seems to good haven here. Both from the perspective of income stream and possible US suitor. Regardless. 26p seems nice against the recent interims. I’m in.
https://www.dropbox.com/s/i0fok6vjcf0apx4/GMR%20retail%20conference%20call-EDITED.mp4?dl=0
Hi does anyone know if this was recorded and post anywhere? I was working Friday and totally forgot about the presentation.
I emailed Annie Wills of Yellow Jersey this afternoon re my inability to be available at 1300 Hrs. and asked if there was recording to watch later and she replied no, but she could send me the presentation slides. I thanked her for that but said I was disappointed and she has since replied and said she spoke to Mark and they would see if it could be recorded and put on the company website. Don't quite know why they didn't think of that before but full marks for the recovery.