FANTINI’S FINANCE: Betting the House on Full House
When looking for winners in the gaming market for 2023 , the big names don’t have nearly the same growth potential as Full House Resorts, a regional operator with...
FANTINI'S FINANCE
FANTINI’S FINANCE: Here for a Good Time, Not a Long Time
Now that Macau’s Big 6 have signed new concessions, it may seem as though everything is back on track for the market that once dominated the global industry. And,...
FANTINI’S FINANCE: Real Estate Reaction
In the past year, we’ve seen a sea change when it came to ownership of the Las Vegas Strip. VICI has become the dominant force as it bought out...
FANTINI’S FINANCE: Cliches Abound—Which Do You Prefer?
At this point, investors have a bull on one shoulder and a bear on the other, and both make logical arguments, even if they’re laden with assumptions and platitudes....
FANTINI’S FINANCE: A Tale of 2 Markets
Even though business remains strong for U.S. casino companies, the onslaught of interest hikes may eat away at some of the market’s progress, representing a long-term value proposition. Macau,...
FANTINI’S FINANCE: What Doesn’t Kill You Makes You Stronger
At this point, we’ve seen enough positive 3Q results from gaming companies across all sectors to have faith in its long-term resiliency moving forward, even as the cloud of...
FANTINI’S FINANCE: Gleaning Trends from Small Sample Sizes
It’s third quarter earnings season, and Las Vegas Sands and Monarch Casino are the first operators to report thus far. However, because the two are unique in their own...
FANTINI’S FINANCE: Messages From the Top
The Fantini Research CEO One-On-One interviews at G2E showed the resilience of gaming and the opportunism that still await the innovative companies. Even the current recession hasn’t dampened enthusiasm....
FANTINI’S FINANCE: Stick With Results, Not Promises or Projections
The online sports betting and iGaming sector is expanding rapidly, and that comes with innumerable partnerships, outlooks and estimations. But at the end of the day, there is a...
FANTINI’S FINANCE: Raising Salaries an Investment Not Expense
Recession and inflation are the two biggest economic concerns at the moment, and while recession is never desirable, the effects of inflation, especially for casino operators, can obliterate hard-fought...
FANTINI’S FINANCE: Gaming REITs are Becoming Increasingly Hard to Beat
VICI Properties and Gaming & Leisure Properties may not be the flashiest choices compared to the boom-and-bust nature of other sectors of the industry. But they’re consistent, well-run and...
FANTINI’S FINANCE: Inspired-AGS Would Bring Value for Both Companies
The recent negotiations between Inspired Entertainment and PlayAGS have shown that both companies may actually be undervalued, regardless of a merger. Additionally, the AGA has released its selections for...
FANTINI’S FINANCE: Regional Markets are Declining, But Don’t Sound the Alarm Yet
As more operators report results, local markets have started to show signs of decline. However, that may not have a huge impact on the companies who have proven themselves...
FANTINI’S FINANCE: Two of a Kind or Opposites Attract?
In many ways, Monarch Casino and Las Vegas Sands lie on opposite ends of the spectrum, but the two also have some interesting similarities, which makes for a good...
FANTINI’S FINANCE: Hard Rain Might Fall, But Gaming is Built to Weather the Storm
The recent boom of the Las Vegas Strip is refreshing, yet likely unsustainable. However, as analysts and investors try to sell off to get ahead of decline, remember the...
FANTINI’S FINANCE: 2 Perspectives to Consider Regarding Operators’ Valuations
Recent reports from two prominent financial analysts shed light on the changes that operators are going through, and what it might mean for company valuations and projections moving forward....
FANTINI’S FINANCE: Trends to Consider Heading Into 2Q Earnings
As we head into earnings season, it’s critical to consider both long and short-term trends in a market that can feel at times like fool’s gold. The short-term boom...
FANTINI’S FINANCE: Federal Fundamentals
Gaming stocks have taken a hit recently because of the perceived discretionary spending that might be impacted by inflation, high gas prices and rising interest rates.
FANTINI’S FINANCE: By Now, Macau’s Struggles May Warrant New Outlook on Market’s Future
As the once-mighty Macau market continues its uphill trudge, investors may want to rethink their expectations for recovery. Pre-Covid averages are attainable again, but it’s far from certain that...
FANTINI’S FINANCE: As Selloffs Continue, Brick-and-Mortar Looms Large
With gaming stocks continuing to drop, every sector of the industry is feeling pressure. As investors look for buying opportunities amid market uncertainty, companies with an established brick-and-mortar presence...
Top Podcast box
December 4-6, 2023: 49th Annual Global Symposium on Racing, Loews Ventana Canyon, Tucson, Arizona. Produced by University of Arizona’s Race Track Industry Program. For more information visit rtip.arizona.edu/2023-symposium/.
January 22-24, 2024: San Diego AML Conference, San Diego, CA Gain valuable insights into the latest AML practices, regulations, and challenges specific to casinos, towards creating a safer and more secure environment for the industry. For more information visit skiild.com/aml-event/.
February 6-8, 2024: International Casino Exhibition (ICE), ExCeL London, U.K. Produced by Clarion Events. For more information visit icegaming.com/.
February 25-28, 2024: SiGMA Eurasia, InterContinental Dubai Festival City, Dubai, UAE. Produced by SiGMA Group For more information visit sigma.world/.
March 5-7, 2024: SBC Summit Rio, Windsor Barra Hotel, Rio de Janeiro, Brazil. Produced by SBC Events. For more information visit sbcevents.com.
March 12-15, 2024: Africa Gaming Expo, Eko Convention Center, Lagos, Nigeria. Produced by Africa Gaming Expo Ltd. For more information visit agelagos.com/.
March 18-20, 2024: Casino Marketing Boot Camp, New Orleans, LA. Intensive and hands-on, this three-day workshop gives casino marketers a 360-degree view of marketing and what it takes to gain market share and loyalty. A single-track, shared experience, Boot Camp’s hands-on approach combines interactive and immersive activities that will bring all your great ideas into focus and actionable plans. For more information visit https://casinomarketingbootcamp.com/new-orleans-2024.
April 8-11, 2024: Indian Gaming Tradeshow & Convention, Anaheim Convention Center, Anaheim, California. Produced by the Indian Gaming Association. For more information visit indiangamingtradeshow.com.
April 17-18, 2024: East Coast Gaming Congress, Hard Rock Hotel & Casino, Atlantic City, New Jersey. Produced by Spectrum Gaming Group, Cooper Leveson and PlayDoit. For more information visit eastcoastgamingcongress.com.
May 14-16, 2024: Cage Conference + Connect User Conference, Gila River Resorts & Casinos Learn about new technologies that enhance profitability and network with industry leaders who have proven success in Cage, Revenue and Player Services. For more information visit skiild.com/cage-conference/.
