RE:interview with LEVY around competition and market shareHi BRANDON, that was a nice find and decent publicity.
As I read the article I couldn't stop thinking about the 75% conversion rate and how they touted the monthly transactions, but more importantly the sub base. I can't even begin to assess the value of what someone [DK or FD] would pay to assume that sub base with the prevailing fact that 75% of them will bet. WOW, that's gold right thar son.
Levy is the real life Charlie Bucket and he's holding the Golden Ticket [if and when he decides to sell]
On another note, peripheral to this space, I think it was BANGKOKBOY who had mentioned a play in this same sphere called EGLX. Now I'm not up to speed with this play, but only mention it here and now, because it was able to graduate to the TSX...and as I read that, I just shook my head and thought what the F0ck does EGLX have on us?
https://finance.yahoo.com/news/enthusiast-gaming-graduates-toronto-stock-120010860.html It doesn't appear to be half the company we are, yet it's getting upgraded and has a much better SP.
I must be missing something...