NYX GAMING GROUP LTD 11 PCT DEBS V.NYX.DB

RE:RE:Where to invest next?

[stocksnbonds]

Thanks for the tips folks. Will be looking at some carefully.
 
Personally, I still like the igaming space. ITX.to has had a great run recently. I'm selling a little.
TSGI is a great longer term play especially with the casino and sportsbook coming on strong. TSGI is not a small cap but their room for earnings growth being a B2C firm in igaming is much more than a B2B software provider such as NYX.  The reason why so many saw potential in NYX is due to the very low valuation relative to peers. It truly had no where to go but up. The margins though are much lower than in a B2C gaming firm like TSGI and ITX. 

Other than that, I've redeployed and increased positions in some golds. One is a new position. I've liked EDV.to for a few years and new position in ROXG.to
I'm open to possibilities. Looking for profitable firms with smaller market caps. 

thanks folks,

sb