RE:RE:I’m no expert..I remember when they bought it they said that first year would be EPS neutral. If they hit that, with the synergies projected, they should be in a position to grow EPS substantially in 2020. They definitely paid the high end of multiples at the very peak of SKY performance and the basic industry multiples assigned to similar companies. It was defensive yet also offensive moving forward into creating a secondary user-acquisition funnel to feed sports, casino and even poker, in that order.
I think the timing of the global platform is meant to coincide with increased opportunities in various geographies in online/mobile sports betting. So combine a global Stars Rewards program, a global Sports Betting platform, you get some great synergies and acceleration of business.
The only way I see them beating the top end of their guidance is if PA goes into action soon (estimating July) and starts to create profits shortly thereafter...