FANTINI’S FINANCE: The Consolidation Waltz
Penn National has bought Score Media and Gaming. DraftKings has acquired Golden Nugget Online. It’s safe to say there will be further consolidation in the online realm. Who’s next,...
FANTINI’S FINANCE: Ready for a Dip?
Several U.S. gaming companies kicked off second-quarter reporting with sky-rocketing numbers. But several factors—like the end of federal stimulus money and of course, Covid—could bring things back to earth....
FANTINI’S FINANCE: Northern Exposure
The North Strip is suddenly the place to be with the opening of Resorts World Las Vegas. Now that the former Fontainebleau-Drew will open as a Marriot property, the...
FANTINI’S FINANCE: Sports Betting, iGaming On the Tilt-a-Whirl
It’s been a wild ride of stock values for U.S.-listed sports betting and iGaming operators, all duking it out to establish market share. At some point, and soon, investors...
FANTINI’S FINANCE: Scientific Games Catches the Next Wave
Scientific Games’ announcement that it will shed its lottery and sports betting businesses to focus on omnichannel entertainment is earning cheers from analysts. Everi’s also making all the right...
FANTINI’S FINANCE: Can DraftKings Survive Its Hindenburg?
DraftKings stock took a dive on the release of a report from Hindenburg Research alleging that a subsidiary, SBTech, dabbled in black markets with shady characters. What’s next for...
FANTINI’S FINANCE: Under Pressure
Why are casino companies not as highly valued as hotel companies, when casinos have a better revenue production? Maybe it’s the roller coaster ride that legislators and regulators enforce...
FANTINI’S FINANCE: Blue Skies Falling
Look out! Gaming stocks of all kinds—operators, pure plays, brick-and-mortar/digital hybrids, technology providers, affiliates—are taking a tumble in the current deflationary climate. What’s an investor to do?
FANTINI’S FINANCE: A Bull, A Bear & A Quandary: Part Deux
So they meet again. The bullish investor who sees opportunity all around. The bear who says duck and cover. And the referee, our old friend Quandary, who wants to...
FANTINI’S FINANCE: Despite Bullish Reports, Stocks Take a Dip
First-quarter earnings calls were stupendous, but stocks didn’t skyrocket, at least not immediately. In the race to recovery, it could be a brief pause before the next sprint.
FANTINI’S FINANCE: First Quarter Questions & Answers
As earnings reports roll out, the industry will look to its oracles—CEOs and CFOs—for wisdom on the full recovery. Meanwhile, the battle for the digital mountain continues, with some...
FANTINI’S FINANCE: A Whole New (Post-Covid) World
The real test of pent-up demand is right around the corner, as Nevada and other markets look to loosen Covid-19 restrictions. Meanwhile, what will cryptocurrency mean for the market...
FANTINI’S FINANCE: Reasons to Believe
It’s been a year since the market’s Pandemic Panic low, and it’s tempting to feel optimistic about the industry’s recovery. Of special interest are regional casinos, which have come...
FANTINI’S FINANCE: Trend-Watching at a Pivotal Moment
With fourth-quarter 2020 and first-quarter 2021 behind us (along with a full year of Covid-19 chaos and closures), it’s an opportune time to evaluate trends in the gaming industry.
FANTINI’S FINANCE: Keeping Score on Sportsbooks
Jefferies equity analyst David Katz has devised a new way of ranking sportsbooks, which he calls the Digital Wagering Scorecard. Here’s how it works.
FANTINI’S FINANCE: Why Regionals Rock
Three factors have made regional casino companies the growth darlings of gaming, and the storyline to watch right now. Their pandemic recover continues to amaze.
FANTINI’S FINANCE: Bullish, But With Fingers Crossed
In the near term and looking several years out, there are reasons for optimism and also for caution. During this interlude, two vastly different companies are raising money, to...
FANTINI’S FIANCE: Partying Like It’s 1999?
Today’s runup in stock values has some people remembering 1999, and the upward spiral that soon crashed earthward. To stay in the black ink, investors should also remember the...
FANTINI’S FINANCE: Sky High Expectations
The axiom coined by late Barron’s columnist Alan Abelson holds true today. In a turbulent market, it’s up to investors to decide which stocks deserve to fly high, and...
FANTINI’S FINANCE: Adelson’s Legacy
The passing of Sheldon Adelson leaves one less visionary giant in the casino world. Without the larger-than-life entrepreneur—who basically invented the integrated resort model, then took it to Macau—how...
Top Podcast box
June 5-9, 2023: Full Course – Online Gaming Management Masterclass, Online 5 days x 3 hours. Comprehensive online gaming training for executives and managers, with Itsik Akiva For more information visit https://www.gamingoperationsacademy.com/product/igaming/.
June 12, 19, and 26, 2023: Full Course – Maximize your Slot Revenue, Online 3 days x 3 hours. Real World Tools To Maximise Your (Land Based) Electronic Gaming Revenues, with Lucien Wijsman For more information visit https://www.gamingoperationsacademy.com/product/land-based-gaming-slot-full-course/.
June 13-15, 2023: Canadian Gaming Summit, offers multiple and creative ways to connect with your staff, peers, suppliers and clients. Metro Toronto Convention Centre, Toronto, Ontario, Canada. Produced by the Canadian Gaming Association and SBC For more information visit https://www.canadiangamingsummit.com.
June 14-15, 2023: Full Course – Lottery Modernization Masterclass, Online 2 days x 3 hours. How to maximise your Lottery revenue and modernize your operation., with Wendy Lawrence For more information visit https://www.gamingoperationsacademy.com/product/lottery-operations/.
June 14-18, 2023: SIGMA Americas, Sao Paulo, Brazil. SiGMA America’s first event for the market is perfectly timed to connect its wide-reaching network in the West with Latin America’s leading suppliers, operators, and affiliates. For more information visit sigma.world/americas.
June 20-23, 2023: International Gaming Summit, (IAGA) Culloden Estate and Spa, Belfast, Northern Ireland. A premier event that brings together leaders from all global gaming sectors, the Summit will provide operators, suppliers, attorneys, investors, bankers, regulators and other advisor delegates with an unparalleled opportunity to meet and discuss the most important issues facing gaming. For more information visit https://www.theiaga.org/2023-summit-preview.
June 27-28, 2023: Full Course – Online Sportsbook Fundamentals, Online 2 days x 3 hours. How to build a sportsbook, with Hugo Llanos For more information visit https://www.gamingoperationsacademy.com/product/sportsbook/.
July 17-19, 2023: AML Bootcamp + Cage Operations Conference, Sycuan Casino Resort, San Diego, CA. Join us at Sycuan Casino Resort in beautiful San Diego, CA for our single day AML Bootcamp and Cage Operations Conference. Our theme is “Learn, Connect and Belong” to this Gaming Community that is focused on best practices and education around tools and automation that enhance the gaming experience in uncertain times. For more information visit https://skiild.com.
July 19-22, 2023: SIGMA Asia, Manila, Philippines. With an eye towards new horizons, the SiGMA Group heads to Manila, connecting the sharpest minds in the sector, and bringing a vast network in the West closer to Asian suppliers, operators and affiliates. For more information visit sigma.world/asia.
August 14-16, 2023: OIGA Conference & Tradeshow, Cox Business Convention Center, Tulsa, OK. Lively, fun, informative, high-energy assembly of some of the biggest names in the gaming and hospitality industries. https://oiga.org/tradeshow.
September 4-7, 2023: SIGMA Balkins & CIS, Limassol, Cyprus. With the New Gambling Act of 2020 creating a more responsible, accountable, and well-regulated Land-based and iGaming sector in Serbia, the nation has the potential to host an even more robust, flourishing economic industry, attracting firms and talent from far beyond its shores as its local market swells. For more information visit sigma.world/cis.
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 9-12, 2023: Global Gaming Expo, G2E is the one place to see the people, products, and ideas to drive your business forward and define the future of gaming. Venetian Expo, Las Vegas, NV. www.globalgamingexpo.com/en-us.html
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/.
