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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

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Post by malx1on Feb 12, 2024 3:32pm
138 Views
Post# 35876160

Good ol' GH.un $0.0733/mo. & Battling Kasking's "Ask" price

Good ol' GH.un $0.0733/mo. & Battling Kasking's "Ask" price$0.0733

That's the old, monthly, post-split, distribution paid out back around 2008-2009, shortly before the epic Global Credit Crisis swallowed over-leveraged businesses whole.

That number, $0.07/mo, has been rattling around in my head lately, for good reason.

User image



"Everything Old is New Again!"

I think we are headed back to a magical time when monthly distributions were $0.07/mo.  

Kasking remembers!   He's probably laughing at me as he reads this story.


Reminds me of the 2004-2005 days, when I had to battle Kasking's ever-changing "Ask" price for Gamehost Income Trust Units:

I'd bid $27.55, he'd ask $29.75.

I'd bid $30.75, he'd ask $32.00.

Cat and mouse, stock market hijinks.

The mouse often beat me!

I usually didn't mind paying a little extra; a few quarters of distributions and a little capital appreciation would  make up for my "overbidding"


That's the market.   We can't all be expert market strategists like Kasking.

So why the Monday morning ramblings?


After looking at the direction of GH's operations 2023-2024, after looking at the macro Fundamentals for Oil & Natural Gas the next few years, after a few more blocks of GH shares bought back, after this current recession ends, after a little more debt is paid down........................    we shareholders may eventually land in Kasking's giant bowl of Gold Coins, not the chocolate ones but the ones you melt down to make new teeth.  

Going to go out on a limb and share my dividend vision with you guys, the regular GH Joes; I see this company has the fundamental wherewithal to go back to a $0.07 monthly payment to its loyal shareholders.  There aren't many of us left these days, and that makes us cheaper to feed!

Doesn't mean you'll see it in 2024, but it's quite possible the $0.07/mo dividend 'Bonus Round' lands within the next 2-3yrs.  (Barring any major, unexpected recession)



Who doesn't enjoy a round of 'free spins' on their favourite machine?




Can't buy good management, they gotta be grown from the ground up.

Skin in the game, gang, that's the ticket.

Hang in there.


(I hope my pal Russter is still out there, participating with the rest of us GH long-haulers equally, on a 1-for-1 basis......   "There's no wrong time to make the right decision"  ...... Heard Kasking say that at the Poker table, then everyone folded their hands except him)



Q4's YE Financials out in about a month, Mid-March, going to do my part - The "Hurry Up & Wait" strategy.

Working fine so far.   That's what the CRA guys say.
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