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Gamehost Inc T.GH

Alternate Symbol(s):  GHIFF

Gamehost Inc. is a Canada-based company operating hospitality & gaming properties in Alberta. The Company's operations include the Rivers Casino & Entertainment Centre in Ft. McMurray, the Great Northern Casino, Service Plus Inns & Suites and Encore Suites hotels as well as a strip mall all located in Grande Prairie, and the Deerfoot Inn & Casino Inc. in Calgary. The Company's segments include Gaming, Hotel, and Food and Beverage. The Gaming segment includes three casinos offering slot machines, electronic gaming tables, video lottery terminals (VLT), lottery ticket kiosks and table games. The Hotel segment includes three hotels catering to mid-range clients. Its hotel operations include full and limited-service hotels, and banquet and convention services. The Food and Beverage segment has operations that are located within the casinos and hotels as a complement to those segments. Its gaming operations are controlled by Alberta Gaming, Liquor and Cannabis Commission.


TSX:GH - Post by User

Comment by malx1on Sep 26, 2022 9:07pm
92 Views
Post# 34988278

RE:RE:RE:RE:RE:RE:10 yrs.

RE:RE:RE:RE:RE:RE:10 yrs.
malx1 wrote:
russter wrote: Not the Darcy's, They have loaded up bigtime with cheap shares with buybacks, using $1.392 (24mo x.057lost divs)/share +inflation  from each of us who held thru covid to achive a smaller share float and in turn more ownership % for them. Created a great opportunity for shrinkflation for their own gains. They should have kept paying a divi refinanced at lower rates and not done buybacks we all would have been better off.
Only my opinion.
If you don't agree with me please explain how their financial ferfuduling did comon shareholders any good.




Sorry, Russter.  Going to have to strongly disagree with your opinion there.

The decision to pay a dividend to shareholders is discretionary, not mandatory. 

Companies are positioned to pay dividends when their surplus earnings can consistently support one.

Considering the pandemic triggered economic lockdowns and healthcare mandates, there has not been a period of consistent surplus earnings generated during the past 1.5yrs.

While you are correct that the shares outstanding have been reduced materially, the reduction of shares outstanding benefits ALL remaining shareholders. 

Really doesn't make a difference if a person owns 100 shares or 100,000 shares, they stand to benefit from the reduced share count equally on a per share basis.

Note that the suspended dividend was a decision made by the board of directors, who collectively own more than 30% of shares outstanding. 

Suspension of the dividend was an extremely prudent decision by Board of Directors during the pandemic. 

When you look back at what the company and its shareholders experienced during the past 1.5yrs, you will see that while the dividend was suspended the business was able to invest free cash flow into renovations, upgrades, expansions and discounted common shares.

Makes good sense to me.  The team here did what is best for the business.  In turn, the shareholders who remain are positioned for 100% upside in the share price and quite likely a reinstatement of the full dividend once business is back to normal.

Also, prior to pandemic, I believe lending costs were negotiated lower by management.  Again, they are doing everything right under the circumstances.

Alberta economy set to outperform all other provinces for the next 5yrs+


Remaining shareholders will prosper as pandemic fog lifts.




Have a look at this generic share buyback description.  Hopefully it helps to provide a clearer picture of what is taking place with Gamehost currently.

https://www.investopedia.com/terms/s/sharerepurchase.asp


Also, if you look back through some old posts on this forum, you will find discussion of the benefits of the NCIB.

I note that the company just cancelled another 17k shares last month.  Nice work!!







There has been a concerted effort to help Russter understand that share buybacks benefit ALL existing shareholders; improving profitability metrics, intrinsic value of shares and even increasing the impact of our voting rights. ......... In addition to decreased share count, the company was able to secure the outstanding 9% of Deerfoot ownership at a very respectable valuation. Recession ln or not, this company is in great shape today. I'm looking forward to eventually celebrating $18 to $20 share price with my pals here like the Kasking. Will cheerfully make the trip to GH's freshly renovated venues to do so. As a 17yr shareholder, I'm proud of this team and the courage they've displayed through the pandemic panic............... Courageous yet prudent. You only get that from management teams who own their own shares and believe in their business. ............Look what happened to Great Canadian Gaming. Sold at a disgustingly low valuation to a conglomerate out of the USA. Not going to happen here. Not unless someone offers $25/sh.
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