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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 solarman2013on Apr 20, 2020 12:20pm
149 Views
Post# 30930144

RE:RE:RE:Math

RE:RE:RE:MathYou might consider looking beyond the votes. What happens is that each step de-risks the deal. The deal is only done when done. (like the fat lady singing).

However, do not expect a jump on day 1. If anything, people sell on news figuring that others bought on the expectation. However the fundamentals scream for both operations to do better with global user acquisition cost decreases, finance cost decreases and general admin cost decreases (like the two of everything at C level, the two listings in North America, etc...) which will be tens of millions alone in cost reduction and in user acquisition cost reductions. They certainly don't need two head offices in the USA for operations of Foxbet and FanDuel? They don't need the Toronto "headquarters". They will be shedding lots of costs that we won't even know until about a year from now.

And very very importantly, they have two of the best brands in the business in sports betting. One that targets the casual player (Foxbet) and one that targets the hardcore sports better (Fan Duel). Also if you look at what's happened in past two months, poker has come alive and shown its value to the States that legalized it. Expect this will accelerate acceptance in other US states, and may even lead Congress to move to federalize its legality (ie. change the old wire act).

This is all for the long term though. If you want shorter term increases in your portfolio, this may not be the stock for you. Not a broker, all just from me.
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