Results: GVC

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EPIC GVC
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Goodbye GVC, hello Entain!

You know I have been a fan of GVC (GVC) for a while, observing a couple of weeks ago here that 'the market knows that the online betting genie has left the bottle years ago and the events of lockdown #1 just accelerated the transition...all another lockdown does is accelerate the already ongoing radical estate pruning'.  Yesterday's update from the company under their newish CEO Shay Segev titled 'The Way Forward' reiterated those structural positives. 

EPIC GVC
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Hello ten quid for my GVC shares! So what do I do now?

The good news for my portfolio on Friday afternoon was the news that not one but two bids for gambling name William Hill (WMH) from private equity group Apollo and casino giant Caesars Entertainment.  Sadly I do not own any shares in Hills but - as discussed many times on these pages including in my most recent video chat with Tom here  - I do have some positions in sector peers, most notably GVC (GVC).  As is the way it goes with such newsflow events, sector peers get a bump too.  
 
EPIC GVC
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Embracing uncertainty and the mad gambling world of GVC

If you wait for everything to line up in an investment opportunity, then often by the time it does you have missed a good chunk of at least the initial move.  Actually - in my experience - it is a good thing when there is a little bit of uncertainty because then you are likely to be going into something with your eyes open.  Just as nothing exists in a vacuum, nothing is flawless.  Life and the markets are both risk-reward games.   

EPIC GVC
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Still gambling on GVC despite the CEO exiting stage left

I do gamble a little bit. No jokes about this being the norm for any investor! But I do have the odd wager. The late Spurs winner against the Gooners a few days back hurt at a fan level, but given it pushed the number of goals above 2.5 it led to a nice wager win. Still...2-1 to Arsenal yesterday evening! My biggest gambling sector position for a couple of years now has been GVC Holdings (GVC)...

EPIC GVC
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GVC, regulation and doing the opposite to a US hedge fund name

I was more of an observer than a participant in the financial markets on Friday as I was travelling back down south of the border after a brief sojourn in Scotland.  I was not surprised that Hammerson (HMSO) shares fell after it announced more asset sales at a discount which only nudges - rather than dramatically reduces - their material debt burden.   And I read in the press today that all sorts of excitements potentially await in their results this week including a big dividend cut.  Well quelle surprise.  

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