FANTINI’S FINANCE: Speed Racer

In the gaming industry, it’s sometimes hard to keep up. When it comes to real estate investment trusts, or distributed gaming, or millennials just stick around for 10 minutes...

Published May 14, 2018

FANTINI’S FINANCE: Big Boys Go First

It’s earnings season and first up were two of the world’s largest—most controversial—gaming companies, Wynn Resorts and Las Vegas Sands. Lots of big news and big numbers.

Published April 30, 2018

FANTINI’S FINANCE: Finding Eldorado

When a small gaming company out of Reno makes a big splash in the casino industry, you’d better pay attention. And Eldorado is ready to make the entire word...

Published April 23, 2018

FANTINI’S FINANCE: Winter Blues

The first quarter reports are due in soon and they may not be as rosy as they have in recent quarters. Severe weather impact lots of different gaming jurisdictions...

Published April 16, 2018

FANTINI’S FINANCE: Big Issues, Big Impact

Sometimes the overriding financial issues of the day overtake the trends that influence individual companies. That may be the case as tariffs, interest rates and other economic policies may...

Published April 2, 2018

FANTINI’S FINANCE: Growing Pains

Las Vegas and Reno are experiencing tremendous growth according to the U.S. Census, which bodes well for the future of the “locals” casino companies. But new markets like Brazil...

Published March 26, 2018

FANTINI’S FINANCE: The AGS Story

The recent IPO from AGS has been a success, with the bid being fully subscribed. While the company has used the capital to help reduce debt, the innovation and...

Published March 19, 2018

FANTINI’S FINANCE: Come Together

So mergers and acquisitions are on the radar of every gaming operator CEO. Even with recent history, there are lots of opportunities still remaining. But how will it shape...

Published February 26, 2018

FANTINI’S FINANCE: Rating REITs; Northern Exposure

In this era of rising interest and inflation rates, it’s good to see executives of the first casino REIT show confidence in the company and buy more stock. And...

Published February 19, 2018

FANTINI’S FINANCE: What If?

The charges that Steve Wynn has been a sexual predator in his own company for years could have huge implications beyond the man himself. His company is his persona,...

Published January 29, 2018

FANTINI’S FINANCE: The American Dream

AGS (formerly American Gaming Systems) has gone public with the first gaming IPO in several years. Is the timing right, as gaming suppliers seem to be the darlings of...

Published January 22, 2018

FANTINI’S FINANCE: Bulls Are Slowing?

While there still is lots of enthusiasm in the investment community for all sorts of gaming activity, there is some worry that the bricks-and-mortar properties are exposed. Could land-based...

Published January 15, 2018

FANTINI’S FINANCE: Regional Roundup

The merger of Penn National Gaming and Pinnacle Entertainment, which includes at third party, Boyd Gaming, shook up the U.S. regional gaming market last week. There are now four...

Published December 25, 2017

FANTINI’S FINANCE: Northern Lights

The north end of the Strip is finally starting to live up to its billing. With Steve Wynn buying the Alon site, Resorts World under way, and the Fontainebleau...

Published December 18, 2017

FANTINI’S FINANCE: Something Fishy

The sale of Big Fish Games to Aristocrat Technologies is just more evidence that gaming companies need to stick to what they are good at. Churchill Downs can concentrate...

Published December 4, 2017

FANTINI’S FINANCE: Diversification Dreams

Some of the larger slot machine companies have seen record highs in the past year as the reasons for consolidation become more apparent. While selling and leasing slots remains...

Published November 27, 2017

FANTINI’S FINANCE: Gushing Again

How long can this rally in gaming stocks continue? With no bad news on the horizon, the third-quarter results have been nothing but stunning. But should we prepare for...

Published November 13, 2017

FANTINI’S FINANCE: All Grown Up

Las Vegas Sands is clearly a mature company when you consider there is no immediate growth opportunities, but with a $4.5 billion EBITDA, dividends and share repurchasing programs, it...

Published October 30, 2017

FANTINI’S FINANCE: Let The Quarter Begin

With a new reporting quarter upon us, there are several questions for the industry and up-and-coming companies to answer. So let’s hear from Monarch, Sci Games, Eldorado and Golden...

Published October 23, 2017

FANTINI’S FINANCE: The Beat Goes On

North American casinos continued their winning streak in August as revenue continues to grow. And the better news is the growth is actually accelerating.

Published October 15, 2017