FANTINI’S FINANCE: Brexit Impact
One of the biggest hits stocks have received in several years is a result of the Brexit vote last week in the United Kingdom. It’s had impact, as expected...
FANTINI’S FINANCE: Industry Giants Head in Different Directions
At one time the two largest companies in the gaming industry, MGM Resorts and Caesars Entertainment were in lockstep. Success for one meant success for the other. Misfortune for...
FANTINI’S FINANCE: Isle Transformation
Isle of Capri, a regional gaming company, has posted an impressive debt-to-EBIDTA ratio that portends great things. In Las Vegas, the introduction of an NHL franchise could encourage other...
FANTINI’S FINANCE: Are REITs Real?
The current financing craze in the gaming industry is the real estate investment trust (REIT). Their attraction for investors is mainly the dividend. But exactly how does this work?
FANTINI’S FINANCE: Real Time With REITs
While real estate investment trusts (REITs) and currently the craze in the gaming industry, not all REITs are created equal. The recent creation of MGM Growth Properties is different...
FANTINI’S FINANCE: The Boyd Strategy
Slow and steady usually wins the race, but Boyd Gaming’s stunning moves over the past two weeks immediately puts the company into a dominant position in the Las Vegas...
FANTINI’S FINANCE: Good Old Days in Vegas
Looks like the recession is over in Vegas. Activity has picked up significantly, with good earnings reports, IPOs, new non-gaming developments and even property sales. Is this just a...
FANTINI’S FINANCE: Comeback or Comedown?
Regional casinos and Las Vegas integrated resorts are making a nice recovery in the past couple of years, but when can we expect the Macau casinos to turn around,...
FANTINI’S FINANCE: Certainly Uncertain
Events of the past week—Amaya’s Baazov being charged with insider trading and William Hill’s responsible rules having financial repercussions—have once again demonstrated that you can’t count on anything in...
FANTINI’S FINANCE: Clear Sailing?
Investors in the gaming industry are seeing the silver lining in the dark clouds, but can you believe it? Also, will Donald Trump as president be the disaster that...
FANTINI’S FINANCE: Strength In Numbers
U.S. regional casinos are continuing a remarkable rally that began last year. The February numbers are out and virtually every market has seen an increase, some more than double...
FANTINI’S FINANCE: Year of the Regionals
A good surge at the end of 2015 has continued into this year, so regional casino companies seem to be on the rebound. Whether it’s Penn National, Pinnacle or...
FANTINI’S FINANCE: A Wynn Win Situation
Wynn Resorts’ deal with Boston Mayor Martin Walsh was celebrated by both sides—the very definition of a good negotiation. Walsh gets to claim victory, and Wynn can move forward...
FANTINI’S FINANCE: Quarterly Questions
With an uneven year behind us, what will 2016 bring for gaming investors? The fourth quarter reports should give some hints about some of the issues that follow the...
FANTINI’S FINANCE: The Great Meltdown
High-flying gaming stocks of companies with properties in Las Vegas and Macau have come crashing down to earth. What does the continued slump in Macau mean for shareholders of...
FANTINI’S FINANCE: Figuring the Fed
A rise in interest rates by the Federal Reserve seems modest, but what will it mean to the gaming industry, from operators to manufacturers?
FANTINI’S FINANCE: Funny Fundamentals
Two recent cases where casino stocks took huge turns demonstrate how fickle investors can be. The fundamentals of the business in both instances changed not an iota, yet the...
FANTINI’S FINANCE: Bottoming Out in Macau
It’s old news now, but the steep decline of gaming revenue in Macau continues. But has it bottomed out? What impact have two new resorts had on the SAR?...
FANTINI’S FINANCE: Scientific Success
Although doubts remain about the consolidation that created the giant gaming vendor Scientific Games, it’s so far, so good, as synergies, talents and direction have eased worries about debt....
FANTINI’S FINANCE: A Sporting Chance
The investment of several NBA team owners in a company that provides data to the sports betting industry demonstrates how far we’ve come in the possible legalization of the...
Top Podcast box
September 18-21, 2023: Tribalnet Conference & Tradeshow, Town & Country Resort, San Diego, CA. For more information visit www.tribalnetconference.com.
September 19-21, 2023: SBC Summit Barcelona, Fire De Barcelona, Montjuic. The global betting and igaming show. For more information visit https://sbcevents.com/sbc-summit-barcelona.
October 8-9, 2023: ICRG Conference on Gambling and Addiction, Venetian Expo, Las Vegas. Produced by the International Center for Responsible Gaming For more information visit https://www.icrg.org/events.
October 9-12, 2023: Global Gaming Expo, G2E is the catalyst for gaming – fostering innovation and driving growth by convening the global industry in one place to get business done. Don’t miss this all-in-one experience (Education: October 9-12 | Expo Hall: October 10-12). Venetian Expo, Las Vegas, NV. To register, visit: https://g2e2023.com/GGB
October 31-November 2, 2023: SBC Summit Latinoamerica, Seminole Hard Rock Hotel & Casino, Hollywood, FL. The conference and trade show for senior executives in the Latin American betting and gaming industry. For more information visit https://sbcevents.com/en/sbc-summit-latinoamerica.
November 13-17, 2023: SIGMA Europe (Malta Week), Malta, MFCC (North Gate). Returning to its roots, SiGMA Europe attracts an international and diverse lineup of industry leaders to its annual Malta Week event, bringing a convergence of expo, conference, and networking. For more information visit sigma.world/europe.
November 22-23, 2023: BEGE, IEC, Sofia, Bulgaria. BEGE is one of the leading gaming and entertainment exhibitions in Europe. The show gathers 85+ exhibitors and over 6000 visitors from over 60 countries. Over the years, the event has gained the attention of leading companies and established itself as a preferred business venue and became meeting point for the gaming society.
For more information visit www.balkangamingexpo.com.
November 22-23, 2023: EEGS IEC, Sofia, Bulgaria. The Eastern European Gaming Summit (EEGS) is an annual gaming conference which brings together more than 50 speakers and 300+ delegates from all over world. With hundreds of leaders and thriving companies from the land-based and online gaming industry in attendance, EEGS covers groundbreaking subjects and discussions based on the latest trends, developments, and insights. For more information visit eegamingsummit.com/.
November 22-23, 2023: iGB L!VE North America, Javits Center, New York, NY. Connecting operators, suppliers and affiliates across all iGaming sectors. For more information visit www.igblivenorthamerica.com//.
