RE:RE:Fabrice TaylorI think the critical part will be to remember how Amaya absorbed PokerStars. It did have bumps and some trying moments, yet setting aside the CEO drama, it did pretty darn well. Rafi is a guy who focuses on operational excellence and knows how to achieve it. He’s just inherited not one, two but three groups of teams.
This will be a strong test of getting them aligned and working towards common goals, yet I believe he will be successful. We will see what happens in Q3 when they officialise the purchase of SkyBet, having already had a quarter under their belts to bring in William Hill Aussie and Crownbet (which we can consider one major acquisition since Crown will absorb WH Aussie).
He is also right that this is a long term play. We’ll see numbers pop in Q3 like we’ve never seen, a powerhouse begin to really come into its own in 2019 as sports betting spreads across the US, PA comes online, more and more States adopt online gaming friendly regulations, India grow and more.