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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 Feb 05, 2020 10:39am
97 Views
Post# 30645682

RE:RE:RE:What SolarMan You Put Away Your Pom Poms?

RE:RE:RE:What SolarMan You Put Away Your Pom Poms?
solarman2013 wrote: Phantom, you are a person of few words, yet they are sooooo true.


Phatom is a troll I can't see his posts so clearly he was either an acerbic troll or was spamming, neither one is worth reading.


I think we are going to continue a slow slide until we get to near Feb to whereby the shorts will cover.


Hindsite is 20/20 we already had the 'slow slide' of 10% and mostly red days for a couple weeks.


Every indication is that both Flutter and Stars had stellar Q4 2019 quarters, and are primed for an excellent Q1 2020 with legalized sports betting in several states available for Super Bowl betting, which is forecast to blow through previous numbers and more and more through legal venues.


I don't know what 'stellar' means to you(you throw around cheerleader/promotion words without any context) but last I read TSGI did not expect significant revenue growth from the new betting markets for about 3 years. Some modest growth is reasonable but dramatic SP moving revenues from a single event or the new states is unrealistic in my view.


I still believe that both stocks are being discounted with "merger risk" yet that once there is a clear path forward, you will see cross-selling between Fan Duel and Stars.


I don't see it becoming any clearer upon reporting Q4 of last year.


It makes no sense to have Fan Duel Casino when Stars is such a good brand. There will be large synergy and overhead savings and globally they will work to use APIs for one back end and several front ends, thus permitting easy learning in one market and software edits to another with little cost, where it is appropriate.


Optimistic view, with no real numbers, it would be nice if either FLTR or TSGI would quantify those synergies, but they haven't and you have no clue(nor does anyonelse) what the upside is there.


Everyone likes to forget that both Flutter and Stars were lower when they announced.


I am a LONG on TSGI/Amaya/Gametronix since 2007 holding over 50k shares I didn't forget anything. However the SP increases since the merger were difficult to justify and with the Credit card ban in the UK  it is not surprising the hype for FLTR stock has diminished over the last few weeks.


People like Putz are really happy to promote slides.


Perhaps you are still a cheerleading clown and I am pointing out the realistic case instead of ignoring negative data points and exaggerating positive ambiguous 'upside' information.


In fact he's the equivalent to a dumper, while he calls me a pumper. I have no issue being labelled that. I am a cheerleader, always said so, and not recommending the stock to anyone (my son asks me to say that part). Go Stars/Flutter Go!


A dumper isn't holding over a million in stock as a long and hasn't sold any in years.
My first post in this thread was pointing out there wasn't much SIGNIFICANT to cheer about recently for this stock and your reply hasn't done much to change any objective mind of that fact.



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