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Zak Mir:

Gaming Realms

Rarely on my radar, but worth watching: the stock is bouncing from the floor of a rising channel (from January).

Targets: if we close the gap near 51p (gap‑close buy signal), the top of the channel at 63p becomes the next clear target by the end of next month.

Upside remains valid while above the channel floor (47p).

Down all day then a closing UT of 48p. Maybe someone’s hoovering them up while the dip lasts?

“Gaming Realms is just getting into its stride. Stay for the ride!” ~ Shares Magazine

https://www.sharesmagazine.co.uk/article/gaming-realms-is-just-getting-into-its-stride-stay-for-the-ride

“ Even with the proven track record in growth, the market continues to value this business at a 35% discount to what it would sell for in a trade sale.”

Peel Hunt agree FG. They’ve just upped their price target to 75p

Pre-Close Trading Statement - Strong H1 2025 performance with 18% revenue growth 30% Adjusted EBITDA* growth, driven by expansion in licensing and global partnerships

A standard EBITDA margin is between 10% and 20%. This is the amount of gross profit a company earns from its revenues. In the gambling industry it can be higher at 20% to 30%. Gaming Realms EBITDA margin reported in year-end results was 46%.

Yes I think we all expected the share price to get to this level much sooner but now the potential of this company is being more widely recognised, with an increasing number of funds taking an interest, I think we still have a lot further to go.

Most of their revenue goes straight to the bottom line and they continue increasing revenue by expanding into new territories and releasing new titles, so it’s hard to see any other direction than up each time new figures are released.

And we’ve yet to really find out what they’re going to do with that stash of cash that’s sitting in the bank twiddling its thumbs.

The Liontrust Global Smaller Companies Fund - Q2 REVIEW

Top Contributors:

Gaming Realms (+38%) – A company with unique IP, that continues to deliver strong revenue growth, profit expansion and successful new product development in the burgeoning US gambling market. Shares have been strong since the impressive results in March.

AI Invest sums up GMR

Gaming Realms (AIM:GMR): Licensing Powerhouse

Market Cap: £205 million (July 2025)

Recent Performance: A 46.7% stock price surge over 52 weeks reflects investor confidence in its £36.4 million trailing revenue and 22% YoY growth in unique players.

Financial Health:

- Debt-Free: No significant debt is reported, with a net cash position of £12.5 million and positive free cash flow.

- Operational Efficiency: Its Licensing segment, which contributes 70% of revenue, benefits from recurring revenue models.

Growth Catalysts:

- Content Expansion: New social gaming partnerships and cross-platform releases are boosting engagement.

- Institutional Support: Analysts at Canaccord Genuity raised its price target to 57p citing undervaluation.

Valuation:

Cheap relative to growth. At a P/E of 18.4 and EV/EBITDA of 16.8, it’s undervalued given its 9.3% annual revenue growth.

Investment Takeaway: Gaming Realms combines debt-free flexibility with scalable licensing models, making it a low-risk, high-reward pick.

Gaming Realms: Debt-free and undervalued. Buy now for capital growth.

Expecting another leg up after the interims.

Interested to hear what they have to say about the buy back. That Diverse Income Trust that just bought a stake of nearly 5.5% is thinking GMR could be making “quite rapidly growing dividend” payments. That would garner a lot more attention.

All eyes will be on the pre-close statement due out soon.

Shares Magazine: “Gaming Realms is on a roll and remains a buy”.

IGaming News Today is reporting this latest collaboration as a big deal. Wonder why no RNS. Perhaps saving it for the trading update in three weeks.

Ontario's iGaming Landscape Just Leveled Up - Powered by High Roller + Gaming Realms

High Roller x Gaming Realms is the content play Canada's iGaming market didn't see coming. With a powerful portfolio of 5,000+ premium games and the Slingo-powered creativity of Gaming Realms, High Roller is preparing for a H2 2025 launch in Ontario, pending licensing.

High Roller Technologies (NYSE:ROLR), operator of online casino brands High Roller and Fruta, announced Wednesday a partnership with Gaming Realms to incorporate the latter’s gaming content into its online casino library in Ontario. The company’s stock, currently trading at $3.21, has shown strong momentum with a 15% gain over the past week, though it remains significantly below its 52-week high of $8.46.

The partnership comes as High Roller Technologies awaits regulatory approval to enter Ontario’s regulated online casino market. The company has submitted its license application and anticipates launching operations in the second half of 2025, subject to licensing and approval. According to InvestingPro data, the company faces some financial challenges, with a current ratio of 0.57 indicating potential liquidity concerns.

"Gaming Realms is one of the world’s most innovative gaming studios, offering a wide variety of entertaining content," said Ben Clemes, Chief Executive Officer at High Roller Technologies.

Craig Falciglia, Vice President of Americas at Gaming Realms, expressed confidence in the partnership, stating, "We are impressed with High Roller’s vision, and their commitment to providing a world-class gaming experience for their patrons."

High Roller Technologies operates a real-money online casino platform featuring over 5,000 games from more than 90 game providers. Gaming Realms is known for developing and publishing mobile gaming content, including Slingo, bingo, slots, and other casual games.

The announcement was made in a press release issued by High Roller Technologies.

There’s not many people posting on this board anymore. Have people been put off by the incessant adverts or the interminable wait for the price to start reflecting the value? I’ve been away for a long time myself because this was an endlessly tedious wait for something to start happening and I’ve been travelling a lot, just checking in occasionally, but there’s been a massive rerate lately so I’m back taking an interest and was expecting to see a few more posters return too with something to say. Are any of the other old posters still here? Say hi if you’re still here. Would like to make this an engaging forum again.

BlackRock confident having just upped their stake to over 5%

quote from our new investor:

“the risk-award ratio looks very attractive. we think they can pay not just dividends, but quite rapidly growing dividends and for that reason, we think it’s a perfect holding for the diverse income trust.”

https://www.***************************/gaming-realms-plc-rapid-expansion-makes-risk-reward-compelling-fund-manager-longmr/4121204194

diverse income trust plc(the) ord gbp0.001 divi - factsheet - charles stanley direct

https://www.charles-stanley-direct.co.uk/viewinvestment?investmentid=bey9yztaev8%3d&symbol=divi&name=diverse_income_trust_plc(the)_ord_gbp0.001

Board are bullish. Time to buy :-)

Charles Stanley Wealth Management acquire 5.41% stake in GMR

After hours trade

20-Jun-25 16:40:25 51.577 1,875,000 £967.07k

GMR is exploding and still undervalued with plenty of upside to come.

Jump in at 12:30 mark

https://youtu.be/KUiJdC6hhmQ