Diskusjon Triggere Porteføljer Aksjonærlister

Gaming Innovation Group (GIG)

Jeg flyttet i gratisperioden. Trenger ikke å regne heller. Du får det rett i fleisen med lokalverdi og nok hos Nordnet så oversiktlig og greit. Regner med at all handel flyttes til Stockholm etterhvert uansett.

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iG has signed an agreement with Cashmio for the provision of its innovative marketing compliance technology, GiG Comply.

Through the deal, Cashmio will bolster its compliance efforts in key markets by integrating GiG’s technology as a central part of its compliance routines.

GiG’s monitoring service has been designed in response to operators’ needs to further strengthen control over third party advertising and brand protection. GiG Comply drives responsible gaming by providing improved visibility of where and how brands are being advertised. The service helps protect them from promotion on websites which are not brand-safe. It also protects from misleading advertising in their name and helps them to adhere to complex advertising standards in their operating markets.

Maria Boelius, co-founder and chief of everyone at Cashmio: “When we started to build Cashmio with the goal of creating the world’s happiest casino, we looked for partners to help us achieve this and for many reasons we chose GiG. Today we are especially happy that we did so as GiG Comply is a product we as a company have been looking for to make sure that our efforts and external marketing partners efforts are all the best they can be for our players. We look forward to keep holding ourselves to the highest of standards when it comes to responsible gaming and marketing with GiG´s help.”

Richard Brown, chief operating officer at GiG commented:
“We are delighted to welcome Cashmio onboard as a new customer for GiG Comply. We look forward to partnering with them to help them further adhere to advertising regulations, and take full control.”

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“Ja bare vi kommer til Stockholm så. Da blir det fart. Der forstår de å verdsette gamingaksjer.”
Ja, nei så det så… Phuuu…:roll_eyes:
Ironi-warning

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Tror nok “reguleringsbråket” i div land er en større usikkerhet enn at man skifter til den svenske børsen.
Men veldig enig med deg irundt ironien. Kan kanskje hjelpe om noen svenske analyser popper opp

Ja, det var mest et lite hjertesukk fra en litt utålmodig sjel. Får håpe Q1-presentasjonen blir oppløftende. Skulle gjerne fått et par go’meldinger nå for å få litt oppmerksomhet i Stockholm.

SURVIVAL OF THE FITTEST

Swedish gaming regulator Spelinspektionen’s proactive approach to regulation means that any business with a high degree of exposure to the country’s newly regulated igaming market faces a tricky first quarter, writes Scott Longley

The opening months of the Swedish online market were always destined to be tricky for operators and suppliers to negotiate given the strictures imposed from the off by the country’s gambling regulators.

Seemingly taking a leaf out of the UK Gambling Commission’s book on proactive regulation, the Swedish gambling regulator (Spelinspektionen) has already sent warning letters to all licensees concerning self-exclusion violations while the minister with responsibility for gambling has also warned on the tone and content of advertising.

It all means that, as Kristoffer Lindström, analyst at the Stockholm-based investment bank Redeye, put it in a note issued one month into the new era, the first quarter will be “bumpy” for any company with a high degree of exposure to Sweden.

This isn’t just the licensees. Comments from some of the listed super-affiliates, which to differing degrees derive revenues from the Swedish market, suggest the regulated market is proving to be as tough as was expected.

Raketech, for instance, which Lindström estimates generates 60-70% of revenues from Sweden, said it had put in place “robust new compliance criteria” and had discontinued partnerships with Swedish-facing unregulated entities.

The company noted that the whole market was still in the stabilisation phase and that, though traffic numbers were high, the average deposit level was lower and average lifetime values were likely to be lower in the first quarter.

Meanwhile, Gaming Innovation Group, which also reported in early February and has both operational and affiliate interest in Sweden, said that the market would likely follow a “similar pattern” to other newly regulated territories with SEO set to be “more challenging” due to paid adverts being allowed at the top of Google’s rankings.

Catena Media, which Redeye estimates has at most a 10% exposure to Sweden, said comparatively little about Sweden although it noted it would “only maintain contractual relations” with operators that were compliant in the country.

HEALTHY OUTLOOK

“Comments from some of the listed super-affiliates suggest the regulated market is proving to be as tough as was expected”

One obvious show of faith in the durability of the Swedish market came from Better Collective, which in December bought the Swedish-facing sports betting affiliate Ribacka in a deal worth up to €30m.

Hjalmar Ahlberg, analyst at Stockholmbased investment research and advisory firm Kepler Cheuvreux, said that it was clear that most operators were positive on the long-term prospects for the market, even as in the short term the market becomes a tougher one to negotiate in terms of regulations.

“My impression is that all the larger established operators have already implemented much of the requested player protection and are also familiar with this from other regulated markets such as the UK and Denmark,” he says.

Noting the drop-off in player values, Lindström suggests that there are three main factors behind the falling numbers. First, the self-exclusion scheme Spelpaus is having an effect. “So far 17,000-plus players have signed up for Spelpaus,” he notes.

“Selfexclusion will obviously lead to a smaller market so the effects during the first quarter will be direct.” Second, he believes it will take time for customers to understand fully the dynamics of the new deposit and withdrawal limits. Interestingly, he adds that a lot of customers are using the Pay N Play concept, with fast deposits and withdrawals, “which leads to a high deposit turnover”.

“If the limit is hit customers can choose to increase it, but there is a three-day delay before that change comes into effect,” he says. “We believe the new deposit system will influence the player value during the first few quarters, but the impact will decrease over time as players get used to how it works.”

Third, Lindström believes that going by Google search trends, Svenska Spel’s online casino debut is attracting “significant volumes”. “Svenska Spel now offers the same games as other operators, so some players will choose to play there,” he says.

“Obviously, this will hurt the customer intake and volumes for the other operators. The state-owned operator has also been relatively aggressive with marketing campaigns during the first month post-regulation.” Finally, he adds that the new bonus restrictions are also having an effect, making it harder for operators to drive engagement marketing.

“Previously they could send out bonus offerings to players that hadn’t played for a while – but not now. It’s likely that the customer’s engagement has decreased, which also drives down the player value.”

WINNERS AND LOSERS

The top operators active in the previously grey market will probably maintain their market share, albeit on reduced margins. But Ahlberg suggests that alongside Svenska Spel claiming a share of the online casino market, some smaller operators might struggle.

“Smaller companies which might have trouble adopting to tougher regulations and the cost for tax will lose out,” he says. None of which, Lindström suggests, is helping investors work out who will be the winners from the listed operators with an exposure in Sweden.

“It’s evident that the current investor sentiment for the sector is low as the regulation creates uncertainty,” he says. Moreover, he doesn’t think the firstquarter reports will “help to calm down the investors”, although he does think that the new landscape will encourage even more M&A. “The long-term winners will be the ones who can handle the new conditions, create the best products and continue to innovate,” he adds.

https://magazine.igamingbusiness.com/2019/03/19/survival-of-the-fittest/content.html

Det blir røft for det svenske markedet i Q1.

Ref siste qpresentasjon så uttalte vel Reed at de ønsket regulering velkommen, og var svært på ballen for å jobbe med myndighetene om dette. Dette har de høstet kritikk for gjennom andre som “kjenner” bransjen.

Mon tro om GIG faktisk er forut sin tid her.

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Ja, ingen tvil om GIG har vært tidlig på ballen her. Denne er sikkert postet før, men gir en grei oppsummering av hvordan selskapet ser for seg at bransjen kommer til å se ut etterhvert som følge av reguleringene:

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Hadde det vært opp til casinoene selv så hadde de ikke ønsket regulering. Det er mye tøffere ROI i Sverige nå kontra før reg.

Ja selvfølgelig ønsker de ikke regulering, økonomisk sett så er det jo ikke attraktivt, men tror nok politisk at dette er noe man ikke får snudd. Det er vanskelig å argumentere mot spilleavhengighet og problemene det medfører, derfor tror jeg det er smart av GIG å heller spille på lag, enn imot myndighetene.

05/04-2019 07:45:00: (GIG) Option Grants

05/04-2019 13:30:00: (GIG) Kindred Group strengthens compliance with GiG Comply partnership

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Herlig!:champagne::clinking_glasses::+1:

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Tok ett bett(lyttepost) før flytten på svensk variant. ser ut som det blir tap. Gidder ikke gjøre noe siden det bare er 500 aksjer.

Så langt har ikke listing i sverige vært den hellige gralen noen trudde. Så langt. :slight_smile:

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Virker som d generelt er stor negativitet innen sektoren idag. Kom vel en artikkel eller noe også idag som spekulerer i at GIG (men ikke andre svenske gamingselskap) skal komme med profit warning, pga reguleringer i sektoren i Sverige.

Merkelig uttalelse at liksom er kun GIG som er utsatt. Mulig @Anderix vet mer? Jeg har ikke lest artikkel selv.

Det han påpeker er jo reelt nok, ift at alle spillselskapene som opererer i Sverige har tapt inntekter på det svenske markedet i første kvartal pga reguleringene, men det er jo ikke noe nytt i artikkelen hans, og GIG har jo jobbet hardt nettopp med å tilpasse seg operasjoner i regulerte markeder. Kjøpet av Betit er gammelt nytt, og man kan selvfølgelig være enig i at prisen for det var alt for høy, men iflg GIG var det ikke bare negativt, da de også fikk"know how" og teknologi med på kjøpet som de har dratt nytte av i andre sammenhenger.

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Synes denne oppsummerer ganske bra😉
Fra avanza:

If someone can enlighten us if there is a real danger as DI wrote, I"d be glad.

We kinda know that GIG"s incomes are diverse enough they won"t be affected very heavily by a specific country. Yes Swedish part can get a hit and the ship may shake, but it will keep going with similar speed. Or no?

The damn company is like a young octopus, now all arms have completed formation last year, and it is time to grow for each arm. If one arm has a wound, the others will handle things until it heals. My humble opinion. Of course when these things are happening, small investors are aging faster.

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12/04-2019 17:30:00: (GIG) Gaming Innovation Group Inc. publishes its 2018 Annual Report and Sustainability Report

GIG media må snart begynne å være verdt mcapen alene hvis fallet fortsetter. Affiliatedelen går veldig bra, og GIG comply kan bli et produkt som «alle» i sektoren kan finne på å kjøpe.