This is something I have researched over many years and there were often opportunities for good investments simply by judging where the winners would be from a customer perspective.

Well managed best in class businesses have generally excelled and the long term success stories such as Neteller, Betfair and well run outfits like 32Red have resulted in good investments whereas the strugglers such a Ladbrokes,BWIN Party and more recently William Hill have fallen out of favour with both customers and investors alike.

My own feeling is that the industry consolidations will continue albeit at a lesser pace without "low hanging fruit" opportunities for investors.

The only exception may be Gaming Realms (the owners of the dreadful Slingo) who appear undervalued and the very much underestimated Evolution Gaming who may go on to dominate for quite a while after acquiring both Netent and BTG. Well managed and with a proven track record they may well become a world leader rather than a European leader.

Playtech will probably be bought by Draftkings at a slight premium however for me Playtech are simply not cutting edge enough to compete now and thet will lose market share and influence as hungrier and more innovative software houses shape the customer offerings in future.

I would expect a few fringe opportunities to arise out of compliance monitoring and software and these may be where any really juicy returns are ri be made for investors in the gambling sector now.

Entain (who encompass the old Partygaming and Ladbrokes) are now the target of Draftkings and Playtech will surely be in their sights too.

"Playtech will probably be bought by Draftkings at a slight premium however for me Playtech are simply not cutting edge enough to compete now and they will lose market share and influence as hungrier and more innovative software houses shape the customer offerings in future."

The share price on 15th September £4.07 and the share price today £7.26.

The assessment has proven to be correct - third parties saw more value in this company under new management and two parties are now fighting over it.

Gaming Realms appear to new making significant progress in their pursuit of licensing revenues particularly in the US. The current share price of 39p is likely to increase markedly over the next months as increased visibility over this progression materialises. The revenue last year of £11.4m will increase to probably around £17-£18m with only marginal cost increases. At that level of operation and with a growth profile it will become a very tasty target for one of the bigger players in the US. 

There is a very realistic prospect that the share could trade at a multiple of current levels within the next 12-18 months.

This is not investment advice and all readers should do their own research and diligence before any reliance of the above

Thanks as always for the interesting read bud, we have a new section coming soon that we think yourself and a few others will enjoy 

Jimbocasino - 12/11/2021 at 08:58

Thanks as always for the interesting read bud, we have a new section coming soon that we think yourself and a few others will enjoy 

Don't be adding Goat Porn to the site Jimbo. Craig already brings the integrity down enough 😂

back to square one then i guess xD

Jimbocasino - 12/11/2021 at 08:58

Thanks as always for the interesting read bud, we have a new section coming soon that we think yourself and a few others will enjoy 

Intriguing!

Keep those perverts like weemonk and Jimbo away from this guy before his release very soon. No need to worry about Craig though he's getting his jollies on the blackjack tables at present.

https://www.youtube.com/watch?v=oOHGoZ4t1l4

Just a small update against this rather crappy company 888