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: $16.4800 on 2016-05-02

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Date Signal Expert Opinion Price
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
2016-03-03 BUY on WEAKNESS Ryan Modesto

Online gambling. CEO has indicated he wants to take the company private at $21. A lot of people are looking at the $21 private offering as a ceiling, but he actually thinks it is a floor. Any time this company is trading below $21, it is time to consider adding to it.


Price:
$19.830
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2016-02-23 COMMENT Eric Nuttall

There are rumours that a bid will be coming at $21, and he thinks this will go through. Any profits you have, he would be moving into Intertain (IT-T) or NYX (NYX-X) or on this, hoping that the $21 bid is not enough and will get the ball rolling for the board to go shop the company. There are way better names than this.


Price:
$19.250
Subject:
ENERGY & SMALL CAP EQUITIES
Bias:
BULLISH on OIL
Owned:
Unknown
2016-02-08 BUY Robert McWhirter

Analysts are forecasting earnings growing to $2.33, up 61% from last year.  PE is 8 times. 


Price:
$18.480
Subject:
GROWTH & INCOME
Bias:
BEARISH
Owned:
Unknown
2016-02-08 COMMENT Jerome Hass

Has been in the news recently because management talked about taking the company private at $21 cash. He had been short this for most of last year. (A hedge for a long position in another online gaming company.) Just covered his Short position. Has always been skeptical of management and the difficulty they are going to have in getting into the US market. If this doesn’t go private, he might put his Short position back on.


Price:
$18.480
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
No
2015-12-23 COMMENT Jason Donville

Generally doesn’t like this space. It has to do with the backdrop and the lack of transparency. There is a lot of shadowy stuff going on with all of these companies, and things are changing all the time. He is just not interested in playing in this space anymore.


Price:
$18.480
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
No
2015-12-09 WATCH Bruce Campbell (2)

Now that they have had a poor quarter, what you are going to need is for them to have a strong quarter. A lot of people bought the stock at higher prices after the Poker Stars acquisition; and is probably being hit with tax loss selling. You need to see is some sort of stability with the stock price after the tax loss selling. The 2nd thing will be when they come out with their next set of quarterly results, and if numbers have improved and are moving back in the right direction. At that point, you will probably start to see the share price returning back to a growth profile. An interesting business with a huge market out there. They are trying to transition their business from straight poker into more casino and sports book, and it is going to be a challenge over the next few years as to how they maintain the poker business, especially with the regulatory environment, and at the same time transition into that casino and sports book business. Wait and see the numbers, and if they look to be ramping up again, that will probably be a good entry point.


Price:
$18.760
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2015-11-19 COMMENT Peter Hodson

It kind of shocked the street a couple of weeks ago with their quarter and their quarterly forecast. Stock took a very, very big hit and lost $2 billion in market value, for a quarter that was really great, but not worth a $2 billion haircut. The CEO has now started to buy, and you have a situation where the valuation has adjusted. Part of the issue is the US$. They have a big, big business in Europe, and because the US$ has been so strong, a lot of their poker players just decided to back off. That is largely beyond the company’s control. The company has become a conglomerate and has grown to be the largest globally. Have raised money very, very well and have made acquisitions, and owners still own about 18%-19% of the company. The opportunity in the US is still very, very big. New Jersey is the only state that has really got blanket gambling procedures in place right now. As the US market develops, they will be there. A nice, solid company.


Price:
$21.740
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Unknown
2015-11-16 HOLD Fabrice Taylor

The space is getting very large.  Stocks correct for one reason:  They are getting expensive.  This was a market darling and did well and then it sold off.  Be careful about insiders buying.  You don’t know what his average cost is.  There is a lot of regulatory risk here.  State after state are banning fantasy gambling because they want to tax it.  Watch the multiple.  It could get crushed pretty easily.


Price:
$21.960
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Unknown
2015-11-11 SELL James Telfser

Has never held this, but it ranks very highly in his quantitative model. He just couldn’t get past the valuation. If you own, he would consider selling it. Revenue and earnings guidance was down quite a bit, but even more telling was the volume on the shares. There were a lot of large institutional investors that dumped the shares yesterday, and there may be more to come.


Price:
$19.590
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2015-10-30 COMMENT Michael Smedley

The major difficulty with social gambling stocks is that there are now so many of them.


Price:
$29.220
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2015-10-20 TOP PICK Ross Healy

Online gaming. Americans are absolutely death on online gaming, except that it is such a darn good source of tax revenue. New Jersey decided to undertake a major, major investigation, and at the end they gave them a clean bill of health. New York would also love to get into this market. This could be a really good news story for the next year or 2. Balance sheet is good. He expects the Québec inquiry will find nothing.


Price:
$29.010
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-09-18 DON'T BUY Benj Gallander

They have a continuing investigation going on with the Quebec securities commission. That never bodes well. Not enamoured with the gaming space. Their debt load is absolutely enormous and scary. He wouldn’t go near this.


Price:
$27.260
Subject:
CONTRARIAN INVESTING
Bias:
CAUTIOUS
Owned:
No
2015-09-15 TOP PICK Jerome Hass

(A Pairs trade. Long NYX and Short Amaya.) Currently under investigation by the Québec securities commission for insider trading, and is attractive as a Short from that perspective. Also, thinks analysts are treating their entry into the US market as a slam dunk, and he doesn’t agree.


Price:
$27.040
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2015-08-04 COMMENT Benj Gallander

Whenever investing in the gaming industry, there has to be questions right away. This company has done very well. Regulators are looking at it quite closely. There are certain sectors that are gamier than others, and this is definitely one. He would be wary that other regulators might look at it, and certain findings might hurt the stock. If you own, consider when you should sell. Not his kind of company.


Price:
$31.160
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
No
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