Member Info for gotnorolex

Very credible TPG have over $300 billion of assets under management!

Share Price vs Future Cash Flow Value

What is the Fair Price of EVOK when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

86.0% Undervalued

https://simplywall.st/stocks/gb/consumer-services/lse-evok/evoke-shares/valuation

Trisor, Oasis invested in Premier Foods when the debt burden threatened its demise even though its brands filled every manjack's fridge!

Blocked a takeover, because he thought the offer was to low and nursed it back to being a stable performer in the FTSE 250.

Capita Directors Deals............

https://www.lse.co.uk/DirectorsDeals.html?shareprice=CPI&utm_source=alerts&utm_medium=email&utm_campaign=2026-05-29&utm_term=directors-deals&nl_key=d85e7c2fce074327181fb0c049f7eec8d45cc991f1d0e5db30ef2967445d3c74

Premier Foods turnaround was mainly due to Daniel Wosner, who's dejavu strategy is being put into action here again!

HOLD TIGHT!

@Savage_KeyboardR liking ur in depth analysis. Imho

Not liking your deep do-do analysis!

From The Lex column....

A bid for owner Evoke sounds generous, but cost cuts might boost returns further

Typical merger savings in gambling include:

combining technology and trading platforms,

reducing marketing spend,

consolidating headquarters and support functions,

improving procurement and odds management,

refinancing debt more cheaply if the buyer has a stronger balance sheet.

Lex’s point is that these synergies could materially improve returns on the acquisition. A bidder may therefore accept a price that looks expensive on current earnings because post-merger profits could be much higher after restructuring.

Bally's Corporation and Bally's Intralot reported a sharp jump in first-quarter 2026 revenue, with Bally’s Intralot posting a 180.5% year-over-year increase to €268.1 million.

The surge was largely driven by the October 2025 merger of Bally’s International Interactive business with Intralot’s lottery and gaming operations. According to company filings, the acquired business contributed roughly €183.9 million in quarterly revenue and €72.7 million in adjusted EBITDA.

Adjusted EBITDA for Bally’s Intralot climbed 231.8% to €100.2 million, while EBITDA margin improved from 31.6% to 37.4%. The company also cited continued strength in its UK online gaming operations, where revenue increased 10.5% year over year.

At the broader group level, Bally's Corporation reported consolidated first-quarter revenue of $755.7 million, up 28.3% from a year earlier. However, the company still posted a net loss of approximately $161.9 million due to higher interest costs, refinancing expenses, and acquisition-related charges.

Investor attention is also focused on Bally’s leverage and its ongoing discussions regarding a possible takeover bid for evoke, owner of William Hill. The deadline for a formal offer was recently extended to 8 June 2026.

Https://www.gamingintelligence.com/finance/230778-ballys-intralot-revenue-soars-180-5-in-first-quarter/

If you borrow one billion from a bank, they own you!

If you have borrowed four billion, you own them!

Intralot will have no problem extending loans!

That's already a cert, the delay is finding ways of untangling complex structures on both sides to bring them under the same roof!

Current SP's

Bally's Intralot S.A. (BYLOT.AT) 1.1300 -0.0070 (-0.62%) NYSE

Bally's Corporation (BALY) 11.49 -0.15 (-1.29%) ATHEX

Siesta time in Athens till 5pm, so guess we'll just have to bite our nails!

Https://uk.advfn.com/market-news/article/15915/capita-grows-revenue-as-ai-strategy-and-portfolio-reshaping-gather-pace-cpi

Click the Broker Ratings button on the header!

Evoke has confirmed that its “books” (due diligence access) have been opened to Bally’s Intralot as part of the takeover process, but this does not mean the deal is final or fully agreed yet.

It is quiet likely that no mention of backlog will be made at the AGM (the elephant in the room) unless a specific question is asked by a shareholder!

The likely answer “we’re throwing the book at it”!

The main reason why I think Intralot wants to acquire Evoke is to be seen as a much larger international gambling operator rather than mainly a lottery technology company.

Roll on Monday 🤞🤞

Flutter and Entertain are interested in various high rolling parts of Evoke but, will very likely face anti competitive rules. Intralot is least likely to be investigated by the monopolies commission.

Intralot actually need Evoke's high revenue to support their existing debt that came with their recent acquisition, even though Evoke comes with a mountain of debt. Both companies are independently, successfully increasing their market share and with the synergies gained under single ownership outweighs disadvantages. Win-win!

I'd be very surprised if they walk away!

JM, Should have said the algorithm searches for brokers with lendable shares, then takes its pick based on technical analysis and broker sentiment, rather than first cherry picking a stock to short because they've received bad press, then looks for someone with available stock to borrow from. Shorts were once used as insurance against failed investments but, it's now a stand alone industry.