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All GLG News Analyses Filed Under: Gaming & Casinos

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Posted January 11, 2007
CAN THIS REALLY PUT A DAMPER ON ATLANTIC CITY GAMING
Analysis of: Smoking Ban May Burn Atlantic City Casinos | www.thestreet.com
Author: Ron Lodge, Former Senior Marketing Executive (former) Venetian Casino Resort Inc
 The true test for Atlantic City casinos is not if smoking will allowed - at this point it will not. What real effect will it have on the gaming industry, not much, I suspect. Taking a hard look will tell you that real players will find a game anywhere. Smoking or not. There will be some who will opt...
Posted January 9, 2007
If it happens, it could be a slow burn
Analysis of: Smoking Ban May Burn Atlantic City Casinos | www.thestreet.com
Author: GLG Member Program Contributor
In a previous piece I warned that while some were talking about legalizing sports betting in NJ to offset the potential loss of some revenue from Pennsylvania casinos, they should focus more on fighting the threat of a smoking ban.The Atlantic City Council gave a preliminary approval of the casino smoking...
Posted January 2, 2007
A long awaited action finally comes to pass
Analysis of: Pennsylvania Awards 5 Slot-Machine Licenses | www.nytimes.com
Author: GLG Member Program Contributor
While Governor Rendell is strutting around saying they will easily make his projections, he is basing this on the early results at Pocono Downs and Philadelphia Park.  Competition will change that.
Posted December 29, 2006
Lots of Talk but No Real Action
Analysis of: Sports betting could help keep A.C. ahead of Philly | www.courierpostonline.com
Author: GLG Member Program Contributor
Sports betting is once again being discussed as a savior for Atlantic City.  The problem is the city's casinos do not need a savior, they need to stop panicking and focus on the situation at hand.
Posted December 18, 2006
$90 May Be the Clincher but the stock may trade much lower
Analysis of: Harrah's to Get Sweetened Bid From Buyout Group | online.wsj.com
Author: GLG Member Program Contributor
All along our thinking has been that $90 is the price where this could get done.   The question is with a 12-18 month process of licensing and approvals, how many are going to wait around?
Posted December 13, 2006
IS THERE ANYONE THAT DIDN'T SEE THIS COMING ???
Analysis of: Harrah's to Get Sweetened Bid From Buyout Group | online.wsj.com
Author: Ron Lodge, Former Senior Marketing Executive (former) Venetian Casino Resort Inc
Sweeten the bid - just what the doctor ordered. Harrah's Entertainment will be in meetings today (12/13/2006) to try and make heads or tails out the offers they have received regarding taking their company private. It could certainly happen, however, don't overlook the possibility of them...
Posted December 12, 2006
What Better Way To Avoid a Difficult Decision
Analysis of: Family Leads Management Bid For Vegas Casinos | online.wsj.com
Author: GLG Member Program Contributor
Analysts, investors and the media seem to be ignoring a primary reason why the Fertitta family wants to take Station Casinos private.Look at it this way.   For the next few years the local Las Vegas casino market will be facing some digestion problems after years of extreme growth.  ...
Posted December 11, 2006
IT'S A GOOD MOVE FOR THE SEMINOLE'S
Analysis of: Seminole Tribe Buys Hard Rock Chain | online.wsj.com
Author: Ron Lodge, Former Senior Marketing Executive (former) Venetian Casino Resort Inc
This acquisition will make it possible for the Seminole Tribe to do legitimate business off tribal lands. The move may also allow them to take part in Casino activities anywhere gaming is allowed under the guise of their New Brand Ownership. Make no mistake, it will set them apart from other tribes...
Posted December 1, 2006
A Real Threat
Analysis of: As Atlantic City Eyes Smoking Ban, Casinos Fear Losses | www.nytimes.com
Author: GLG Member Program Contributor
For more than a year we have been hearing about the threat of Pennsylvania slot parlors to the growth of Atlantic City.  For more than a year, I have been warning that the threat is from within, not from Pennsylvania slot parlors.First it was the Governor shutting down the casinos for a week in...
Miguel Bunuel Posted November 27, 2006
The future of online betting in Europe is still bright. And Spain may be a future big market
Analysis of: Internet Gambling | www.wsgc.wa.gov
Author: Miguel Bunuel, Executive President EnvEco Consulting
Given the small operating costs in this market, the future of on-line betting in Europe (and other potential markets, such as Asia) is very bright. It only needs for growing that some regulatory uncertainties disappear. Spain’s prospects seem especially good.
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