RE:Top Pick
Wow, that would certainly explain the massive POP in the stock. Unfortunately, I think the takeout he is likely referring to is NeoGames being purchased for Aristocrat. While I get it is a comp, the nature of their businesses have become divergent with NeoGames becoming much more focused on for money gambling.
Also, the other "complication" with this comparison it that everyone seems to have forgotten that NeoGames just took to major customers from Pollard and now that they are part of Aristocrat, they are in a much more powerful competitive position.
I don't want to come across as negative because I think there is termendous potential for Pollard but given the short interest and the more complex competitive environment with NeoGames being part of Aristocrat, I think there may be some more bumps in the road before the stock gets anywhere near the PM's $50 target.