EdisonTV

bet-at-home

EdisonTV | Travel & Leisure | 03/11/2016

Executive Interview – bet-at-home.com (English)

bet-at-home (ACX:GF) is a long-established European sports betting brand with positive growth drivers: an increasing proportion of betting is being done online, including on mobile. Customer numbers have increased due to increased marketing investment over the 2016 UEFA Euro 2016 tournament, and this should pay off in 2017. Cash balances of €59.3m are expected to swell with the repayment of a €51m shareholder loan during 2017, part of which will be paid out as a special dividend in May. Betclic Everest owns 56%. In November, Bet at Home announced its best result’s since its founding in 1999 with an EBITDA of €12.3m euros in the third quarter of 2016. The gross gaming revenue will increase by 10% and reach the level of €134.0m in fiscal year 2016. The Group generated an EBITDA of €21.3m in the first three quarters as a result of increased marketing costs of €34.2m euros due to the European Football Championship in France.

Executive Interview - bet-at-home.com (Deutsch)

Executive Interview - bet-at-home.com (Deutsch)

bet-at-home (ACX:GF) is a long-established European sports betting brand with positive growth drivers: an increasing proportion of betting is being done online, including on mobile. Customer numbers have increased due to increased marketing investment over the 2016 UEFA Euro 2016 tournament, and this should pay off in 2017. Cash balances of €59.3m are expected to swell with the repayment of a €51m shareholder loan during 2017, part of which will be paid out as a special dividend in May. Betclic Everest owns 56%. In November, Bet at Home announced its best result’s since its founding in 1999 with an EBITDA of €12.3m euros in the third quarter of 2016. The gross gaming revenue will increase by 10% and reach the level of €134.0m in fiscal year 2016. The Group generated an EBITDA of €21.3m in the first three quarters as a result of increased marketing costs of €34.2m euros due to the European Football Championship in France.
Watch »

03/11/2016 | bet-at-home

Executive Interview – bet-at-home.com (English)

Executive Interview – bet-at-home.com (English)

bet-at-home (ACX:GF) is a long-established European sports betting brand with positive growth drivers: an increasing proportion of betting is being done online, including on mobile. Customer numbers have increased due to increased marketing investment over the 2016 UEFA Euro 2016 tournament, and this should pay off in 2017. Cash balances of €59.3m are expected to swell with the repayment of a €51m shareholder loan during 2017, part of which will be paid out as a special dividend in May. Betclic Everest owns 56%. In November, Bet at Home announced its best result’s since its founding in 1999 with an EBITDA of €12.3m euros in the third quarter of 2016. The gross gaming revenue will increase by 10% and reach the level of €134.0m in fiscal year 2016. The Group generated an EBITDA of €21.3m in the first three quarters as a result of increased marketing costs of €34.2m euros due to the European Football Championship in France.
Watch »

03/11/2016 | bet-at-home

Pub Sector: repercussions of the Market Rent Only law

Pub Sector: repercussions of the Market Rent Only law

Legislation effective today makes it possible for pub tenants to set aside the traditional drinks tie with pub companies, and instead buy their drinks from cheaper sources. Pub companies have had time to adapt their strategies where relevant. This will change the sector in ways the sponsors of the legislation did not intend. We anticipate less immediate disruption than headline would suggest, although the inevitable uncertainty comes at exactly the wrong time given the post-Brexit hit to consumer confidence.
Watch »

21/07/2016 |

Bitesize Briefings - GVC Holdings

Bitesize Briefings - GVC Holdings

In this two minute video Edison Analyst Eric Opara discusses the main points of this outlook note on GVC Holdings.
Watch »

02/05/2016 | GVC Holdings

Executive Interview - Tourism Holdings Ltd

Executive Interview - Tourism Holdings Ltd

Tourism Holdings (THL) is a New Zealand-based provider of tourism products for the ‘roam free’ free independent traveller (FIT) market. It has operations in New Zealand, Australia, the UK and the US. Its main product is motorhome rental and it also offers attractions and guided tours in New Zealand. Its objective is to restore ROCE to a long-term average of 14%.This target is expected to be reached in FY16.
Watch »

21/10/2015 | Tourism Holdings

Executive Interview - Tourism Holdings

Executive Interview - Tourism Holdings

Tourism Holdings (THL) has been listed on NZX since 1986. It is the largest motorhome rental operator in the world, with a fleet of ~3,700 motorhomes designed to meet the needs of the free independent traveller (FIT) market. In this interview, CEO Grant Webster discusses the impact on demand from a weaker NZ$, the rationale behind the acquisition of a UK-based business and the results of a recent strategic review. THL has undertaken a classic industry consolidation by buying two key competitors, right-sizing the fleet and reducing operating costs. It is now on track to achieve an acceptable ROCE of 14% by FY16, which will enable it to shift its focus from recovery to growth mode. Future growth initiatives include increasing the level of engagement with the customer.
Watch »

16/09/2015 | Tourism Holdings

Executive Interview - Tourism Holdings Ltd.

Executive Interview - Tourism Holdings Ltd.

Tourism Holdings (THL) has been listed on NZX since 1985. It is the largest motorhome rental operator in the world, with a fleet of ~3,700 motorhomes designed to meet the needs of the free independent traveller (FIT) market. In this interview CEO Grant Webster discusses the focus that THL has on restoring ROCE following a period when there was 25% oversupply in the NZ motorhome market. THL has undertaken a classic industry consolidation by buying two key competitors, right-sizing the fleet and reducing operating costs. THL is now on track to achieve an acceptable ROCE of 14% by FY16, which will enable it to shift its focus from recovery to growth mode. Future growth initiatives include increasing the level of engagement with the customer and focusing on growth in areas that provide THL with increased flexibility.
Watch »

10/03/2015 | Tourism Holdings