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Online Gaming Public Companies |
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PokerPulse Quick Clicks pages using a mix of well established financial news sites and Google News to track the evolutoin of the online gaming industry. More explanation here.
Need help to select an online poker room or casino? |
Cryptologic final 2007 conference call is available here and a transcript of call is available from seeking alpha. The CRYP Q1 conference call is scheduled for Monday May 12. A few quotes from the final 2007 call:
Quote:
[Brian Hadfield comments] In 2008 you’ll see us target both new and organic business growth. You’ll see us achieve in both Europe and Asia and you’ll see us achieve even greater leverage from CryptoLogic’s new robust and scalable technology platform. The great thing about our business model is that you’ll likely see revenue go directly to the bottom line. You will also see us continue to pursue growth through acquisitions. As we’ve all seen GTech’s acquisition of Boss Media, that’s 100% premium shows the public market not yet recognized the true value of companies in our sector.
GigaMedia final 2007 conference call is available here. We have posted a transcript of the March 11, 2008 conference call here which you can access and use free of charge. The GIGM Q1 conference call is scheduled for Tuesday May 13th. A few quotes from the final 2007 call:
Quote from Arthur's opening remarks:
Overall, we are very excited about 2008 and expect strong growth in both top and bottom line terms and in our strategic position Europe and Asia. In the short term, we expect a strong first quarter driven by continued outstanding performance in every business unit. In the medium to long term, we believe our strong investments in 2007 have laid the foundation for more dramatic, more exciting growth in the upcoming years.
Quote from Arthur in response to a question Todd Elliot of Ross Capital Partners regarding a possible Kahnawake shut down:
First of all we see no possibility of that happening in the near term. It is a rumor that has as been circulated around that we see no basis for. Second of all, we are in the final phases of obtaining another gaming licenses in Malta. And so we will have both redundant licensing and redundant operating facilities.
PartyGaming presented an Interim Management Statement First Quarter KPIs and trading updates on April 30, 2008. Details here.
Watching Kahanawake developments for possible Canadian and/or US action to shut down gaming servers. Sites that would be impacted included Everest Poker and FullTiltPoker both of which hold Kahnawake licenses. Canada does not recognise the Kahnawake license. Read our letter written to a Canadian paper in support of a resolution for Kahnawake here.
Also watching UIGEA repeal progress. Use the Google search links we provide below to get the latest on UIGEA repeal as it unfolds (or doesn't).
Continuing to watch on Silverbirch Studios (SVB.V), a developer, publisher and disbributor of interactive games, including next generation cell phones and handheld devices. Most recently, SVB.V has worked with G4Box and YMIR to bring the 'Metin 2' Oriental Fantasy MMORPG to North America. N+ an Atari PSP game which SilverBirch is developing for the PSP, is being released in April. Also, in April 7.8M warrants have been reset to expire in April 2008 (previously expiring in April 2009).
Started watching Dynasty Gaming (DNY.V) which has recently set a specal annual meeting for April 4, 2008. Restructing along with a China deal are on the table which makes play of interest (although extremely speculative).
Finally, of note, we have removed search links on Boss Media since Boss Media has been taken private and its shares are being delisted. [rl yahoo news, Boss delisted ]
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• Learn how to play poker. Knowledge is power. Use PartyGaming's interactive poker tutorial and poker trainer.
Start by installing free software here. Setup is easy and safe. Play is secure and fair.
Learn and win at the PartyPoker.com Poker School. |
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Information Site links
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**Discussion forums :
• CRYP,
• DNY.V,
• ERTS,
• GIGM,
• NCTY,
• NLR.L,
• NTES,
• PRTY.L,
• PTEC.L,
• SBT.L,
• SNDA,
• SVB.V,
• WZEN,
• 888.L
**Google news : • CRYP,
• DNY.V,
• ERTS,
• GIGM,
• NCTY,
• NLR.L,
• NTES,
• PRTY.L,
• PTEC.L,
• PWRD,
• SBT.L,
• SNDA,
• WSPR.L,
• WZEN, • 888.L
**Nasdaq Real-Time Stock Info :
• CRYP,
• ERTS,
• GIGM,
• NCTY,
• NTES,
• PWRD,
• SNDA,
• WZEN
**PokerPulse about pages:
• CRYP,
• DNY.V, • GIGM,
• Mahjong,
• Pachinko,
• PRTY,
• SVB.V
**StockCharts :
• CRYP,
• DNY.V,
• ERTS,
• GIGM,
• NCTY,
• NTES,
• PWRD,
• SNDA,
• SVB.V,
• WZEN
AmericanBulls / BritishBulls : • CRYP,
• DNY.V,
• ERTS,
• GIGM,
• NCTY,
• NTES,
• PRTY.L,
• PTEC.L ,
• SNDA,
• WZEN,
• 888.L
Knobias (breaking news updates): • CRYP,
• DNY.V,
• ERTS,
• GIGM,
• NCTY,
• NTES,
• PWRD,
• SNDA,
• WZEN
Seeking Alpha -- an excellent source for conference call transcripts:
• CRYP,
• GIGM,
• NCTY,
• NTES,
• PWRD,
• SNDA,
• WZEN
Note: 2007 Q4 GIGM conference call transcript is available here for free.
ShortSqueeze.comâ„¢ ratings :
• CRYP,
• ERTS,
• GIGM,
• NCTY,
• NTES,
• PWRD,
• SNDA,
• WZEN
Smart Money :
• CRYP,
• ERTS,
• GIGM,
• NCTY,
• NTES,
• PWRD,
• SNDA,
• WZEN
www.earningsWhisper.com :
• CRYP,
• ERTS,
• GIGM,
• NCTY,
• NTES,
• PWRD,
• SNDA,
• WZEN
Yahoo Quotes (All) :
• CRYP,
• DNY.V,
• ERTS,
• GIGM,
• LAD.L,
• NCTY,
• NLR.L,
• NTES,
• PRTY.L,
• PTEC.L,
• PWRD,
• SBT.L,
• SNDA,
• SVB.V,
• WZEN,
• 888.L
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| Speculation on 2008 Major Events
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From the 2007 Q4 GIGM Conference call:
Arthur Wang's Prepared Remarks:
This year we plan to acquire, merge or form a strong strategic alliance with a major European sports book. Sports are an enormous segment of the online gaming and betting space. But until recently our view was that regulations were to restrictive for us to be involved. As a result we have been leaving a lot of money on the table. The good news is that last year we have seen several moves towards licensing and liberalization in certain of our target markets and we have concluded that now is a good time for us to enter.
Arthur Wang's Response to a Question about the Sports Book and U.S. Market Liberation:
At this point in time, we are not ready to announce any specific terms or any specific deal with respect to a deal with a sports book. We think that this is a, I can't emphasis how large and important a step this will be for us. It is a matter I am attending to personally and we are fortunate to have built a very attractive brand, to have a lot of momentum, to have very strong consumer response. And so we are enjoying a situation where we have some good possibilities, good opportunities, good choices for us. We are exploring those very carefully. I think it will be a while still before we are able to announce anything. But we are making good progress. With respect to the US market liberalization, this in some ways is anyone's guess as to exactly when the United States is repeals the prohibition and adopts a licensed regulated regime. Most people think within a couple of years or so. But then again this is subject to the vagaries of the U.S. political process. There is as you as know in the United States a general acceptance of poker as very different from other hard core gambling products and other matters. Poker is on TV nearly every night on channels ranging from the Travel channel to Discovery, Leisure, to National Geographic, as well as ESPN and some of the traditional ones. So it is certainly a wide spread popular phenomenon. One I think that enjoys the kind of popular support which will ultimately see this as a again a legalized regulated operating environment.
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Google Key Word(s) News Watch
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Each of the key words and phrases below takes you to the corresponding Google News page, sorted by date. There is a brief explanation opposite each news search item to describe why the corresponding news is potentially of interest. (Note: Some terms currently do not have any news.) |
| Key Word(s) |
Explanation and Comments |
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Antigua + WTO
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Antigua and the WTO are trying to open the U.S. online gaming market. The U.S. is resisting. Watch the discussion or read our take on it at our Caribbean forum.
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| China online gaming |
The China market has large growth potential and may become the trend setter for online gaming. How will China regulate? Will some of the billion dollar plus online gaming companies in China move into the world market? More on China and online gaming here. Will China allow Mahjong play for real money is considered here. |
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Cryptologic
+ gaming
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Cryptologic trades on the NASDAQ, TSE and LSE. Try the Cryptologic poker at Sun Pokerâ„¢! Try Cryptologic casino product at CS Casino.
• More about Cryptologic here |
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"Dynasty Gaming"
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Dynasty Gaming is, a small Canadian gaming start-up (DNY on TSX VENTURE) with a focus on digital online entertainment in the greater China market. |
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| DOJ + Internet + gambling |
DOJ action has rocked the online gaming industry several times in the past. |
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| "Electronic Arts" |
ERTS introduced online gaming in Korea in Q1 2007 and achieved 100K peak hour users in the first 30 days and 3.5M unique users in the first 60 days. In 2007, ERTS took a 15% equity stake in NCTY (The9) and is introducing its EA Sports in the China market. |
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| Entertainment Online |
GIGM and 888 have identified online entertainment as new revenue producing opportunities. |
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| EU + Internet + gambling |
The EU is getting its house in order while preparing to join Antigua with claims against the US protectist policies at the WTO. More on the EU and online gaming here. |
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| "Financial spread betting" |
Financial spread-betting is recent betting innovation which allows people to speculate on the movement of shares, stock-market indices, commodities, interest rates, etc. |
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| Gibraltar online gaming |
Gibraltar is home to many online gaming companies. |
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| GigaMedia |
GigaMedia (GIGM on the Nasdaq) supplies the gaming software for the Everest Poker site. GIGM is headquartered in Taiwan and trades on the NASDAQ (stocks plus optons).
• More about Gigamedia here. |
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| "Holland Casino" |
Holland Casino is a gambling monopoly in Holland and Cryptologic expects (May 2007 view) to launch an online site in September 2007. Will Holland Casino get an online license? Will the EU get involved if Holland Casino has an exclusive license? |
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| Kahnawake |
Kahanawake is a Canadian first nation online game hosting site. It is located outside of Montreal. Everest Poker and Casino are hosted at Kahnawake. More on Kahanawake here. |
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| Ladbrokes online |
A UK high street bet shop and online gambling operator that offers sports betting, casino and poker.
• Try Ladbrokes for poker, casino, sports betting and more!! |
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| mahjong online |
Potentially hot growth area in the Asian market. Is Mahjong the next hold'em? |
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| Malta Online |
Gilbraltar and Malta are expected to be approved locations for sites wanting to deliver services into the UK Market. |
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| MMORPGs |
Massively Multiplayer Online Role Playing Games (MMORPGs) are a hot growth area for online gaming. |
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| "mobile game" money |
Real money game on mobile devises is expected to generate an important future revenue stream. |
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| NetEase.com Inc |
NetEase provides online games, wireless VAS, internet portal and advertising services. NetEase online game services use licensing or in-house development of massively multi-player online role-playing games and include Fantasy Westward Journey, Westward Journey Online II and Datang. |
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| online casino |
Casino play is one of the largest and most established sectors in the online gaming market. Virtually all online sites will include some casino type games. |
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online gaming
regulation or prohibition |
Regulation or prohibition for online gaming? |
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| "Online gaming M&A" |
Check for latest M&A news in the online gaming industry. |
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online gaming regulation
or prohibition |
Latest news on who is regulating and who is prohbiting online gaming. |
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| online sports betting |
Sportsbetting is likely the largest online gaming market sector. Many of the online poker sites are adding sports betting to their poker/casino operations. For example, PartyGaming has PartyBets and GameBookers.com. 888.com has just introduced a sport betting feature. |
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| Pachinko online |
Popular Japanese parlor game. More on Pachinko here. |
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| PartyGaming |
PartyGaming (PRTY on the LSE) is the largest online publicly traded gaming company. PartyGaming home page here. More on games here. |
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| PartyPoker |
PartyPoker is owned and operated by PartyGaming. Try PartyPoker now! |
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| PlayTech |
PlayTech (PTEC on the LSE) owns and operates the iPoker Network. PartyGaming owns the Noble Poker on the iPoker network. |
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| Perfect World |
Perfect World Co Ltd, a Beijing based online gaming company, started trading on the Nasdaq on July 26, 2007 under the symbol PWRD. Perfect World Co Ltd offers multiplayer online role-playing games (MMORPGs) such as Perfect World, Legend of Martial Arts, Perfect World II, and Zhu Xian.
• more on Perfect World, the game, from wikipedia here. |
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| PokerStars |
A large privately held online poker operator that continues to accept US players at its online poker web site. |
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| Shanda Interactive Entertainment |
Shanda Interactive Entertainment (SNDA), located in Shanghai, China, is an online entertainment and media company offering online games and interactive entertainment, including MMORPGs for the China market. |
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| Silverbirch Studios |
Silverbirch Studios (SVB.V), a developer, publisher and disbributor of interactive games, including next generation cell phones and handheld devices. |
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| Sportingbet |
An AIM listed holding company that owns SprotingBet.com and many regional operations. Sportingbet includes
SBEurope where affiliates can sign-up to promote: Sportingbet.com , Mobile Betting with Sportingbet!
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Paradise Poker and many Sportingbet brands around the world, excluding the U.S.A. of course. |
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| Square Enix Co., Ltd. |
Square Enix Co., Ltd. (Square Enix) with headquarters in Tokyo, Japan, develops, publishes and distributes entertainment content including interactive entertainment software and publications in Asia, North America and Europe. |
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| The9 Limited |
The9 Limited is an online game operator in China and is focused on operating and developing MMORPGs. |
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| UK Online Gaming |
The UK is creating a licensing and regulatory environment to allow remote gambling services. |
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| Webzen Inc. |
Webzen Inc. (WZEN) is based in Seoul Korea. Webzen developes and distribute online game, software licensing and other related services. including MMORPGs and X360. |
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| WorldSpreads |
WorldSpreads is a spreed betting company. WorldsSpreads for financial markets and SportsSpreads for sports betting. WorldSpreads listed on the London AIM market (WSPD) in July 2007. |
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| 888.com |
888 (888 on the LSE) owns and operates Pacific Poker. |
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| 99Bill |
99Bill Corporation is an Internet company focusing on providing online payment platform services to facilitate online transactions in China. Perfect World (PWRD) is using 99Bill to provide bonuses to game players (August 2007). |
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Online Gaming Public Companies |
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