Viewing Company Amaya Gaming Group Inc. | StockChase
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Compiling comments that experts make about stocks while on public TV.

Amaya Gaming Group Inc. Stock Symbol: AYA-T

Notes:

A software development and lottery based solutions provider.

Last Price Recorded: $19.2800 on 2017-02-21

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Date Signal Expert Opinion Price
2017-01-18 COMMENT Peter Hodson

Most of their previous problems have been resolved. The former CEO still owns 17%-18% of the company, and that is not going away until he Sells, but he is not involved with the company. The opportunity of online gaming looks good in Europe, and the growth should be there. The valuation has dropped enough that it is kind of attractive on a fundamental basis. However, the US is much slower, and the take-up on online gaming has been much slower than anticipated, and that is a drawback. They have a new president. Maybe something will change in terms of regulatory issues. However, fundamentals are pretty good. A growth company with a lot of debt, but it is priced right. If you just ignore the whole past 18 months, it looks pretty good. Doesn’t think a whole lot is going to happen in the short term. If you own it, he wouldn’t buy any more. If you don’t own it, you could consider it.


Price:
$17.770
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Unknown
2016-12-22 DON'T BUY James Hodgins

The rumoured takeover by the former CEO, Mr. Baazov has now officially gone away. He has a small Short position, and a somewhat negative view on the poker market. They have growth opportunities in expanding into sports betting and casinos, but those are pretty competitive markets, especially in London and Europe. This is fully valued.


Price:
$19.140
Subject:
SMALL & MID-CAP NEUTRAL INVESTING
Bias:
UNKNOWN
Owned:
Yes
2016-12-08 DON'T BUY Jim Huang

At this stage, this is something you want to be cautious of. There have been some interesting developments on an insider trading case. The takeover doesn’t seem all that bulletproof as far as financing goes. Also, there could be some regulatory issues. He would be cautious here and not get involved.


Price:
$19.190
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2016-11-25 SPECULATIVE BUY Ryan Modesto

This is playing out like a movie. He couldn’t believe the recent news with the ex-CEO and the offer by the company. Apparently, he has letters of content with some Hong Kong people, where the deal looks like it is going to get done now. An interesting risk/reward, where assuming the deal doesn’t get done, it will maybe drop down to around $18-$19, but if it gets done at $24, it gives you a 20% upside. He wouldn’t assume that the deal is a sure thing, given what has happened in the past.


Price:
$20.100
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2016-10-20 DON'T BUY James Hodgins

He had been short before these takeover rumours -- long positions before that.  They have taken on a lot of debt.  If growth comes through, then they will have the ability to pay down debt and the stock will be a winner, but he is not convinced there will be growth.  It is a good brand, but online poker is flat to down.


Price:
$18.540
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
NEUTRAL
Owned:
No
2016-10-11 PAST TOP PICK Ross Healy

(A Top Pick Oct 20/15. Down 23.44%.) It had been down more than that until last week when there was talk about a merger with a British company. This company has done all the right things. They’ve gone into the US, and spent a lot of time going through the New Jersey gaming commission to get approval for online gaming in New Jersey. New Jersey has saved all the other states from going through the same process, so he is waiting for more states to come on stream. The more they do, the higher this stock will go. Long-term, this is an interesting company.


Price:
$22.610
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-08-30 SELL Eric Nuttall

There was a taint on this due to the previous CEO who resigned. You are now left with a business where they are they market leader in a declining business (poker), but are going to be offsetting that. This has so much animosity that it would be a Sell. (See Top Picks.)


Price:
$19.620
Subject:
CANADIAN ENERGY & SMALL CAP
Bias:
UNKNOWN
Owned:
Unknown
2016-08-19 COMMENT Jason Del Vicario

This no longer meets his criteria. Gaming stocks make him nervous because they operate in a space that is heavily regulated which he has little control over.


Price:
$20.950
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2016-08-15 SELL John Zechner

(Market Call Minute.) With a management shakeup and what is going on with the stock, it’s a little too risky.


Price:
$20.090
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-08-12 PAST TOP PICK Jerome Hass

(A Top Pick Sept 15/15. Up 28.99%.) (A Pairs trade. Long NYX and Short Amaya.)


Price:
$20.870
Subject:
LONG-SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
No
2016-08-11 BUY Ross Healy

He likes the stock.  It is on his buy list.  The valuation is cheap.  They should keep on generating new numbers.  They were accepted by New Jersey so it has thrown the rest of the US open for the regulatory scrutiny process for online gaming. Management is still talking about buying the stock in, so hopefully the earnings will come through their business strategy, or management will Buy the stock in at BV, dirt cheap.


Price:
$21.170
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2016-06-27 COMMENT Gerard Ferguson

(Market Call Minute.) This is going through a strategic review process. He would be cautious. He has some exposure through some preferred securities.


Price:
$18.380
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-06-23 BUY on WEAKNESS Brian Acker, CA

There is huge volatility in this. His model price is $22.32, a 15% upside from the current price. He would love to get this on a pullback to $16.


Price:
$19.640
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Unknown
2016-06-06 COMMENT Jim Huang

Did a reverse takeover of one of the biggest online gaming companies. With that they took on some baggage of legal troubles of the past company. There were also some headline issues of insider trading allegations by the Québec financial authorities. The business has good value. He would be a little leery until you see that management is focused and has its attention on running the company, rather than fighting other things. He is on the fence on this, but is a little concerned.


Price:
$19.220
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-03-03 TOP PICK Ross Healy

The stock is cheap.  There appears to be a breakthrough in California in terms of Internet gambling.  At worse we may get a takeover bid for the company.  The $21 takeout value is about book value.  It is a decent buy right now no matter what.


Price:
$19.830
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Yes
Showing 1 to 15 of 83 entries
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