redhots Posted September 15, 2017 Share Posted September 15, 2017 INTRALOT Successfully Prices 7-Year, EUR500 Million Senior Notes With a Yield of 5.25% Offering http://www.marketwatch.com/story/intralot-successfully-prices-7-year-eur500-million-senior-notes-with-a-yield-of-525-offering-2017-09-15 More than 170 international institutional investors from Europe and North America participated in the Offering which was 3x oversubscribed with tenders exceeding EUR1.5 billon. ... This offering successfully concludes a debt reprofiling process initiated in early 2014 which has reduced INTRALOT's funding cost from 8.25% to 5.75% with a simultaneous extension of average debt life from 3.5 to 6 years. Link to comment Share on other sites More sharing options...
tombgrt Posted November 11, 2017 Share Posted November 11, 2017 Hey guys just wanted to highlight that Gamenet is planning to list in Q4 and, given that Intralot holds 20% of the company, this could create a catalyst for the stock. By my count, very much back of the envelope, Gamenet does 80mln of ebitda which at 6x minus the debt (178mln) implies around 60mln for Intralot in terms of the value of the stake. I have no idea how much gamenet contributes to the bottomline (so it's very difficult to do a dilution analysis if they decide to sell the stake and payback debt/ do buybacks) but I would consider this as a positive for the story. https://www.milanofinanza.it/news-preview/gamenet-in-borsa-fino-al-65-201711092056081283 Minimum float of 46% up to 65%. Article mentions valuation of 630 - 770 million EUR, which would be very attractive. That would result in >100 million EUR for Intralot's stake. Link to comment Share on other sites More sharing options...
redhots Posted November 27, 2017 Share Posted November 27, 2017 Results for the Nine Month Period Ended September 30th, 2017 Revenue and EBITDA growth of +17.5% and +17.3% year-on-year respectively on a constant currency basis. Group Revenues increased by 13.4% in 9M17, compared to 9M16. EBITDA in the nine month period grew by 10.5% year on year. http://www.helex.gr/documents/10180/4897325/748_11029_2017_English_2.pdf/1dad6be2-418d-4c39-aa53-fdeb428b48f0 They have also been buying back some shares... Link to comment Share on other sites More sharing options...
tombgrt Posted November 27, 2017 Share Posted November 27, 2017 If only they would keep at it and not buy them back because the stock otherwise becomes a penny stock... Link to comment Share on other sites More sharing options...
tombgrt Posted December 8, 2017 Share Posted December 8, 2017 http://www.intralot.com/content/3965/notification-sale-own-shares Oh these idiots... My patience is over. Link to comment Share on other sites More sharing options...
redhots Posted December 21, 2017 Share Posted December 21, 2017 I hear you tombgrt! The weird thing is they have bought more than they have sold over the last month. See attached. What do you suppose is going on here? Link to comment Share on other sites More sharing options...
raaandy Posted January 1, 2018 Share Posted January 1, 2018 A glitch in South Carolina's lottery led to lots of erroneous winners. The New York Times reports that it'll cost close to $20 million if they decide to pay out. http://www.sceducationlottery.com/winners/NewsDisplayArticle.asp?ID=2776 Link to comment Share on other sites More sharing options...
tombgrt Posted January 12, 2018 Share Posted January 12, 2018 Sold off 40% of my position. We can now see it run up to 2EUR+. ;) Link to comment Share on other sites More sharing options...
tombgrt Posted February 1, 2018 Share Posted February 1, 2018 Sold off 40% of my position. We can now see it run up to 2EUR+. ;) Still a 10%+ holding but shit... Link to comment Share on other sites More sharing options...
tombgrt Posted April 11, 2018 Share Posted April 11, 2018 In the last rally till 1.50€ I sold another 50% (vs original position) between 1.25€-1.45€. I only remain a 10% token position. If they get revaluated/bought out now, so be it. Spreads are really wide, otherwise I would have bought some again maybe to trade around. Not interested now. Link to comment Share on other sites More sharing options...
redhots Posted April 20, 2018 Share Posted April 20, 2018 They are buying back stock again with prices up to 1.20 Euro/share. 222,000 shares in the last week. Link to comment Share on other sites More sharing options...
tombgrt Posted May 8, 2018 Share Posted May 8, 2018 Intralot down -30% again today. News of a shorter like at Folli Follie maybe? Super lucky I got out it seems. Also sold last 10% at €1.15 in favor of my oil positions. :x Link to comment Share on other sites More sharing options...
tombgrt Posted May 8, 2018 Share Posted May 8, 2018 Realized a little late -30% is the limit drop for the day and that it was worth a short term gamble to buy some. Put in an order at 0.72 but that didnt get filled. Too greedy and too late. Would have been an easy trade. Unless they halted trading and the stock reopened lower of course. So easy in hindsight only maybe. And looking at Folli Follie, who knows where this would trade in a few days in QCM were to put out a report on Intralot. :-X Link to comment Share on other sites More sharing options...
finetrader Posted May 8, 2018 Share Posted May 8, 2018 To me, this stock is a scam Link to comment Share on other sites More sharing options...
A Dhandho Investor Posted March 30, 2020 Share Posted March 30, 2020 Anyone still following this name? It seems they are close to bankruptcy. Their bonds due in September 2024 are trading at 20 cents and bonds due in September 2021 are trading at 42 cents. Link to comment Share on other sites More sharing options...
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