List by Company Name |
List by Symbol |
Notes:A software development and lottery based solutions provider.
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-04-04 | TOP PICK | Peter Hodson |
Gaming software and hardware. Likes the company’s strategy and what management is doing. Building out a big online and hardware gaming company. US is starting to think about legislating online gaming and this company is perfectly there with the clients, the software and the expertise. Acquired a company called Cadillac Jack, a hardware producer, and their revenues are just exploding because of that. Tweet finance |
Price: $4.930 Subject: CANADIAN SMALL & MIDCAPS Bias: BULLISH Owned: No |
| 2013-02-06 | COMMENT | Jason Donville |
Big story in the US is that at some point, with Americans having tried to fight online gambling in their jurisdictions, they are now going to join the party. Without restrictions, Americans will be able to gamble on a US domiciled gaming company. He finds this area a very shadowy world. He is going to pass on this one. Tweet finance |
Price: $4.870 Subject: CANADIAN SMALL & FINANCIALS Bias: BULLISH Owned: No |
| 2012-12-28 | PAST TOP PICK | James Hodgins |
(A Top Pick Dec 29/11. Up 98%.) A play on the re-emergence of the US online gaming sector. Also, have other international businesses as well. Also, signing contracts with various casinos, licensing some of their technology into the casinos themselves. Growth looks really good. Has trimmed his position somewhat and is waiting to see more evidence that the States are going to accelerate their rollout. Tweet finance |
Price: $4.860 Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP Bias: BULLISH on PRECIOUS METALS Owned: Yes |
| 2012-09-27 | WATCH | James Hodgins |
Just made a revolutionary acquisition, Cadillac Jack, which owns technology for a number of different types of gambling products including video lottery terminals, etc. Until there is more visibility on how they are going to operate this acquisition he would wait. It is promising. Tweet finance |
Price: $3.980 Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP Bias: BEAR Owned: No |
| 2012-07-30 | BUY | Peter Imhof |
Gaming company that has hands in a lot of areas of gaming. Likes the story. Involved with a couple of provincial governments as well as in Caribbean. One of his largest holdings. Flush with cash and looking for other acquisitions. Thinks revenues and earnings will start to play out.
Tweet finance |
Price: $3.750 Subject: NORTH AMERICAN - SMALL Bias: SELECTIVE Owned: Yes |
| 2012-06-15 | HOLD | James Hodgins |
(Mark Call Minute.) Has had a big run. Just raised a bunch of money at higher levels. Tweet finance |
Price: $3.820 Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP Bias: CAUTIOUS Owned: Unknown |
| 2012-05-07 | BUY | Jason Donville |
One of the premium brands in online gaming. Governments are hungry for revenue so he expects approval will be given sooner than later. Tweet finance |
Price: $4.000 Subject: CANADIAN SMALL & FINANCIALS Bias: OPTIMISTIC Owned: No |
| 2012-04-18 | DON'T BUY | Robert McWhirter |
(Market Call Minute.) Internet gaming. Has done a bunch of acquisitions. Starting to get reasonable traction. Still waiting on large contracts with governments. Speculative at this point because it has had a significant run-up. Tweet finance |
Price: $3.820 Subject: CANADIAN & TECHNOLOGY Bias: UNKNOWN Owned: Unknown |
| 2012-04-17 | COMMENT | Benj Gallander |
He prefers stocks that have stabilized towards the bottom or maybe have gone up a little bit. The gambling space is a very fascinating space and he thinks it is going to open up more in future. US is going to change their regulations at some point in time. Tweet finance |
Price: $3.800 Subject: CONTRARIAN INVESTING Bias: UNKNOWN Owned: No |
| 2012-04-09 | COMMENT | James Hodgins |
Share price had a very sharp run-up but he is still holding his. The US has reopened the market to online gaming. Recently made 2 acquisitions. The big news will be when they start moving into the US. Tweet finance |
Price: $3.680 Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP Bias: BEARISH Owned: Yes |
| 2012-01-27 | BUY | James Hodgins |
Key catalyst is the reopening of the US marketplace to online gambling. This is now happening and states sponsored online gaming has now been approved outside of sports betting. This company has an end to end solution that manages the compliance and regulatory process. Have a number of contracts including Lotto Québec. Believe they will report their 1st EBITDA profits in the 4th quarter. Tweet finance |
Price: $2.580 Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP Bias: CAUTIOUSLY OPTIMISTIC Owned: Yes |
| 2012-01-11 | BUY | Andrew Hamlin |
Has fallen under the radar of a lot of investors. Think of them as a technology provider for the gaming industry. Focusing on less developed countries. Margins are better in these countries. Number of well known industry people on their board. Now trying to add content through acquisition. He participated in convertible bond issue. Tweet finance |
Price: $2.700 Subject: GROWTH & INCOME Bias: DEFENSIVE Owned: No |
| 2011-12-29 | TOP PICK | James Hodgins |
Have already announced a number of contracts, largely with emerging market governments. They do end to end management of video lottery terminals. Thinks this company will triple. US had changed regulations and could result in a lot of contracts for them in addition. Tweet finance |
Price: $2.700 Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP Bias: BEAR on COMMODITIES Owned: Yes |