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Amaya Inc. T.TSGI


Primary Symbol: AYA

The Stars Group Inc is an online and mobile gaming company with poker, gaming, and betting product offerings. These products are offered both, directly and indirectly, under-owned or licensed gaming brands, and the company also owns several live poker tour and events brands. The firm's primary sources of revenue are its online gaming businesses. The company has three segments based on geography: International, United Kingdom, and Australia. Stars Group generates the majority of its revenue...


NDAQ:AYA - Post by User

Comment by Narrishkeiton Nov 23, 2019 10:31am
219 Views
Post# 30385217

RE:Earnings multiple

RE:Earnings multiple
solarman2013 wrote: Flutter has a 34x earnings multiple. At that valuation stars is worth 61$cad based on forecast of 1.80 per share earnings for 2019...

shows you how debt risk can reflect negatively in stock value. 


This kind of dreaming ($61) is the reason you rode the TSGI stock down from $50 all the way to $16.

It isn't just debt, those FLTR high earnings multiples(30+) are temporary and only exist because of hype and early stage exponential growth. 

FLTR has traded at a premium compared to its LSE peers due to its growth rates and future potential(perhaps justified). That premium does not apply to TSGI, it may not even appropriately apply to the merged entity for very long that depends on their ability to capture synergies and grow organically despite increased taxation eroding margins.

Enjoy the ride up but as the price gets into the mid 30s and FLTR continues to reach new highs, I'd say the valuation and risks become high and using a stop loss becomes prudent.

Once again all of these low volume, no news trading days can easily reverse themself if the market sours.






The growth is not sustainable, as you can see, inc and eventually the stock will drop down to 
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