FANTINI’S FINANCE: Disappointing Year

As 2014 wrapped up last week, investors in gaming stocks are probably saying “good riddance.” Companies with operations in Macau were particularly hard hit.

Published January 5, 2015

FANTINI’S FINANCE: North Jersey: Thanks, New York; Thanks, Carl!

Prospects for a casino in northern New Jersey took a giant step forward last week as two events combined to put one or more gaming halls on the agenda...

Published December 22, 2014

FANTINI’S FINANCE: Revenue Rebound?

For the first time in several years, there is hope that the Great Recession is over for U.S. casinos. National gaming revenues grew in October and regional growth continued...

Published December 1, 2014

FANTINI’S FINANCE: Evolving Business Models

The changes in the gaming industry keep accelerating on both the operator and vendor sides. Whether it’s the convergence between lotteries and slot companies or the rapid move to...

Published November 24, 2014

FANTINI’S FINANCE: Down on the Farmville

Social gaming is the most surprising development in gaming over the past several years. Gaming companies are devoting lots of attention to this segment, which could benefit real-life casinos....

Published November 17, 2014

FANTINI’S FINANCE: High Stakes

Several referendums on next week’s ballots will determine the future of the gaming industry in several states. Voters in Massachusetts, Colorado and California will have a say on issues...

Published October 27 2014

FANTINI’S FINANCE: Mystery in Macau

Las Vegas Sands reported their quarterly earnings last week and it appears that their executives are as confused as the analysts about what is happening in Macau. Is it...

Published October 20, 2014

FANTINI’S FINANCE: G2E Wrap; Gaming is Back

If the events at G2E two weeks ago are any proof, gaming is healthy and coming back. From a jammed exhibit floor to new companies and renewed enthusiasm says...

Published October 13, 2014

FANTINI’S FINANCE: The Silence of G2E

With the recent mergers and acquisitions on the supply side, we’re unlikely to hear anything interesting at G2E because not all of them are complete. But the products? They...

Published September 29, 2014

FANTINI’S FINANCE: Pain Not Over in AC

What’s happening in Atlantic City isn’t a surprise. Declining revenues and non-convenience gambling have been problems for the Boardwalk town, and the worst probably isn’t over.

Published August 25, 2014

FANTINI’S FINANCE: Macau Mystery

Suddenly the booming Macau gaming economy is hitting snags left and right. Investors are bailing and the future of the only city in China to permit gaming is in...

Published August 18, 2014

FANTINI’S FINANCE: Experiential Success

The malaise affecting casinos across the country must have something to do with how they are treated and what they want. Do we want to constantly rely on “less...

Published July 28, 2014

FANTINI’S FINANCE: Global Convergence

The purchase of IGT by GTECH means more than just another massive gaming deal. It demonstrates the acceleration of globalization and convergence of all gaming sectors.

Published July 21, 2014

FANTINI’S FINANCE: Growing Problem

Investors who expect the gaming industry to grow are going to be disappointed in the short term, as revenues continue to decline in almost all sectors and competitive technologies...

Published July 14, 2014

FANTINI’S FINANCE: Unplug and Play

Mobile betting is growing at amazing rates, but a recently developed “in play” wager makes it even more profitable in countries where sports betting is legal.

Published June 30, 2014

FANTINI’S FINANCE: How Are Ya, Amaya?

Amaya Gaming has been active in both the online and land-based casino supplier space, buying up small to mid-sized companies over the past couple of years. But nothing compares...

Published June 23, 2014

FANTINI’S FINANCE: Vendor Action

From new CEOs to possible sales, the manufacturing sector of the gaming industry has been very active. What does this mean to shareholders and other interested parties?

Published June 16, 2014

FANTINI’S FINANCE: A Dose of Reality

Most observers have played down the slow start of legal iGaming in the U.S., claiming the sample size is too small and adjustments will be made to the marketing....

Published June 2, 2014

FANTINI’S FINANCE: The Damage Done

Atlantic City’s woes may not be over as more competition is slated to open within the next several years. Experts believe more casinos need to close before the market...

Published May 26, 2014

FANTINI’S FINANCE: Falling Back to Earth

The run-up of gaming stocks enjoyed over the last year is over. Even though the stock market continues to prosper, gaming stocks have taken a hit. What happened?

Published May 19, 2014