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Net Play Tv Plc (NPT)     

dreamcatcher - 12 Feb 2013 17:31



NetPlayTV is the UK's largest interactive TV gaming company. We use our extensive knowledge of creating profitable games with our proven ability to create great TV show formats. Applying this unique combination, we develop highly successful brands that people can play on TV, online and on their mobile.

From TV bingo to live blackjack. From televised fixed odds draws to mobile quiz games NetPlayTV is building a strong reputation for delivering interactive products that customers love to play. At NetPlayTV, the customer is at the heart of everything we do. Our acquisition, retention, VIP, loyalty and customer service programmes are world class, which is why our players stay with us longer and have higher lifetime values than our competitors.

We see little point in developing technology for technologists. Our aim is quite simple - "To deliver an interactive gaming experience to the mass market". We achieve this by using the flexibility of the Internet, linked with the trusted medium of TV. By combining these two powerful pieces of technology we can offer the consumer products and services that are not only fun but extremely easy to use.

The Company

NetPlayTV plc was admitted to trading on The London Stock Exchange, Alternative Investment Market (AIM) in April 2001. The Company was established in 2000 to develop and market a complete range of mass-market entertainment and information products through IVR, SMS, online and offline.

In December 2006, the Group underwent a significant change when the fixed line telephony business was sold and the TV gaming business was acquired. NetPlayTV has a strong marketing led focus backed by an extremely strong technical team. We currently offer the following interactive services:

http://www.netplaytv.com/



Chart.aspx?Provider=EODIntra&Code=NPT&SiChart.aspx?Provider=EODIntra&Code=NPT&Si

dreamcatcher - 06 Sep 2013 17:49 - 59 of 98

A buy in this weeks Shares mag - for earnings growth momentum and likely overseas expansion.

dreamcatcher - 06 Sep 2013 17:51 - 60 of 98

Interims Tues 10 Sept

dreamcatcher - 10 Sep 2013 07:23 - 61 of 98


Interim Results

RNS


RNS Number : 5674N

Netplay TV PLC

10 September 2013









Date:

10 September 2013


On behalf of:

NetPlay TV plc ('the Company', 'the Group' or 'NetPlay')


Embargoed until:

0700hrs




NetPlay TV plc

Interim Results



NetPlay TV plc (AIM: NPT), the interactive gaming company, announces its interim results for the six months ending 30 June 2013.



Highlights

§ 36% increase in net revenue increased £14.2m (H1 2012: £10.4m)

§ 17% increase in EBITDA[*] to £2.7m (H1 2012: £2.3m)

§ Strong cash generation, cash and cash equivalents increasing by £2.6m to £14.9m from £12.3m (H1 2012: £2.6m increase to £10.5m from £7.9m)

§ 47% increase in profit before tax to £2.3m (H1 2012: £1.6m)

§ Interim dividend increased by 20% to 0.18p per share (H1 2012: 0.15p)

§ ITV1 broadcast agreement renewed in April



Casino Key Performance indicators

§ 31% increase in new depositing players to 32,618 (H1 2012: 24,951)

§ 32% increase in average quarterly active depositing players to 29,311 (H1 2012: 22,258)

§ Mobile and tablet now accounting for 28% of total net revenue and 34% of new depositing players (H1 2012: 10% of total net revenue and 18% of new depositing players)

§ New online marketing strategy delivering positive results



Post Period Highlights

§ Continued strong trading in Q3 with average daily net revenue up 17%[†] on the same period last year

§ Full year results expected to be in-line with current market expectations





Commenting on the results and the trading update, Charles Butler, NetPlay TV said:



"I am pleased to announce that following such a strong 2012, the Company's growth trajectory has continued with significant increases in all of the Group's KPIs.



Our investment in mobile and tablet continues to deliver positive results, and accounted for 28% of net revenue during the period. In addition, our accelerated investment in pure online marketing is continuing to have a positive impact. This complements our existing TV marketing and represents the Group's broadened marketing strategy, which underpins both our current and future growth.



The Company continues to perform strongly, and looks forward to exploring further growth opportunities this year and beyond."





[*] EBITDA is a non-GAAP, company specific measure and excludes share based payment charges. Where not explicitly mentioned, EBITDA refers to EBITDA from continuing operations.

[†] as at 8 September 2013

dreamcatcher - 10 Sep 2013 20:15 - 62 of 98

Shares today - NetPlay’s tactical moves


The threat of higher taxes for UK companies with offshore internet operations means that NetPlay TV (NPT:AIM) needs to accelerate plans to expand overseas. While it only gives a passing reference to geographic expansion in today’s half-year results – decent numbers send the stock up 1.3% to 19p – we can reveal the cards that the company has up its sleeve.

As we discussed in a recent gambling sector report, likely tax changes will force companies like NetPlay to either cut costs or increase the percentage of revenue they derive from non UK-based customers. Chief executive officer Charles Butler tells Shares that plans are being constructed to address both issues.

Firstly, NetPlay reckons it can consolidate some operations. At the moment, its TV broadcasts are filmed from two locations: London and Guernsey. As we discussed in this article, revenue share agreements from affiliates will be restructured so the partners take their share of any tax hit. Furthermore, NetPlay’s agreement with broadcasters is based on revenue share, with a minimum guarantee. Butler implies there’s an offset clause which can apply to any tax hike.

As for overseas ventures, it remains in talks with an undisclosed party in Italy. The market’s slowed down of late, so NetPlay is still deciding if it wants to proceed with said company. What could be more promising is a move into the Netherlands. The market is set to be regulated from January 2015, so NetPlay is now looking to see if it can run some test promotions beforehand. Over the next 12 months it expects to have some low-key marketing tests.

The company is also debating a move into grey markets that could become regulated in the near future. Any move would be via pure online gaming, whereas expansion into a regulated market would continue the TV broadcast model (and online) that powers the UK operations.

Butler doesn’t believe NetPlay would lose its unique selling point by not having broadcast operations in a ‘grey’ market. He says there would still be interaction as the live dealer would be broadcast via the web. While Playtech (PTEC) already provides such a service to many other online gambling operators, NetPlay still believes its offering is different.

Half-year results, published today, show the company to be in great shape. Pre-tax profit is up 47% to £2.3 million, the dividend’s gone up 20% to 0.18p and cash generation continues to be very strong. The start of the second-half period saw a blip in July but has bounced back in August.

The company’s TV sponsorship of Big Brother looks to be paying off. Butler says NetPlay normally advertises on TV from 10pm to 11pm onwards, ahead of its gambling broadcast from midnight. The Big Brother sponsorship means its brand was exposed to the public from 9pm onwards. ‘While it is difficult to exactly monitor the number of new customers being driven to us via the sponsorship, there’s certainly been an uplift in customers between 9pm and midnight when Big Brother is shown.’ He adds: ‘I would certainly do the sponsorship again.’

dreamcatcher - 14 Sep 2013 19:36 - 63 of 98

A bit disappointing the results did not take this to the low 20's. A buy in this weeks IC - Still value, strip out net cash and the forward PE Ratio is only seven for 2014, which is far too low for a company that is clearly going for growth.

dreamcatcher - 16 Sep 2013 16:27 - 64 of 98

4.75 million acquisition


http://www.moneyam.com/action/news/showArticle?id=4669024

Dil - 18 Sep 2013 01:18 - 65 of 98

Wish they would dump Playtech , and they will in time cos they are absolutely useless imo.

dreamcatcher - 02 Oct 2013 21:30 - 66 of 98

Holding(s) in Company - HSBC Global Custody Nominees Ltd above 3%

http://www.moneyam.com/action/news/showArticle?id=4680631

dreamcatcher - 16 Oct 2013 07:05 - 67 of 98


Trading Update

RNS


RNS Number : 5962Q

Netplay TV PLC

16 October 2013







Date:

16 October 2013


On behalf of:

NetPlay TV plc ('the Group' or 'NetPlay')


Embargoed until:

0700hrs




Not for release, publication or distribution, in whole or in part, in, into or from any jurisdiction where to do so would constitute a violation of the relevant laws of such jurisdiction



NetPlay TV plc

Trading Update

NetPlayTV plc (AIM:NPT), the interactive gaming company, is pleased to announce its Q3 KPIs.

· Strong Q3 performance

· Mobile and tablet contribution increased 171% on prior year accounting for 40% of all new depositing casino players and 32% of total net revenue, up from 14% in Q3 2012.

· 30% increase in new depositing casino players to 15,566 (Q3 2012: 11,978) and 4% increase on Q2 2013

· 29% increase in quarterly active depositing casino players to 28,890 (Q3 2012: 22,417) and 2% increase on Q2 2013

· 19% increase in total net revenue to £6.5m (Q3 2012: £5.4m) and 9% decrease on Q2 2013



Average daily net revenue was up 19% on the same period last year despite the exceptionally hot weather which led to a reduction in the total number of players during the month of July.



Mobile and tablet performed very well in the quarter and continue to make a significant contribution to the Group's overall net revenue, increasing 171% on the same period in the prior year and 6% quarter on quarter.

During the period the Group's brand SuperCasino.com embarked on a major sponsorship deal by undertaking the sponsorship of Big Brother and Celebrity Big Brother. This initiative proved very successful and contributed to new depositing players increasing by 30% on the same period last year.



The Directors are pleased with the company's continued strong performance and are confident of meeting full year market expectations.

Dil - 16 Oct 2013 08:42 - 68 of 98

Still very undervalued imo , plenty of upside and happy to hold.

dreamcatcher - 16 Oct 2013 15:41 - 69 of 98

Rated a strong buy from Simon T today of IC, upgraded his target to 24p.

dreamcatcher - 16 Oct 2013 15:43 - 70 of 98

Simon T - It's worth noting that Daniel Stewart has a price target of 25p, Sanlam has a target of 22p and N+1 Singer has a valuation range between 22.5p to 26p on the shares based on this year's earnings estimates, rising to a range 27p to 31p next year

skyhigh - 16 Oct 2013 18:15 - 71 of 98

I'm staying in for the long term

dreamcatcher - 16 Oct 2013 21:18 - 72 of 98

dreamcatcher - 25 Oct 2013 19:40 - 73 of 98

25 Oct Sanlam... 22.00 Buy

Dil - 26 Oct 2013 02:10 - 74 of 98

Some bloody rampers on here .... ChooChoo , geez says it all !!!

:-)

Dil - 26 Oct 2013 02:11 - 75 of 98

... 30p by xmas or I'm not English :-)

Dil - 26 Oct 2013 02:16 - 76 of 98

Being serious the good thing is dream it's just me and you at the moment. If they keep hitting forecasts then the re-rating is just a matter of time.

No doubt your mate halifax knows better ... I base all my buy and sell decisions on his take of things honest ... I do hope he thinks these are crap :-)

Good luck dream.

dreamcatcher - 26 Oct 2013 08:23 - 77 of 98

Cheers Dil.

dreamcatcher - 26 Oct 2013 16:08 - 78 of 98

Dil your wasted you should have been a comedian. lol Who said he is. :-))

Simon T of IC has a 24p price target.
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