Up nearlly 15% today and I beleive there could be more to come.

Evil Knievil has tipped it on EvilCast and has bought in 100,000 worth of stock a notifiable interest. He rates the management very highly and says they are attracting all the big bookmakers to the online casino site including punters the likes of William Hill, Chandler, and Ladbrokes. The company are now running at a profit every month and should break into a yearly profit from the years previous loss very soon. The company also ownes in partnership with a Swiss firm Boss another casino site and by all accounts that is doing well.

Im looking at this one as a momentum play pretty high risk as there are competitors out there but I feel the management will give it the edge.

Please DYOR, and remember you are responsible for your own buying and selling actions.

cheers GF.

From the other place. EK has bought another 300K @ 12.375 that brings his total up to 800K. Something is going on and he knows what it is, he knows the Drummond Bros on a personal level and has had them around for dinner. Target of 34p for year end 07. Looks good to me.

presneill31 - 26 Jan'06 - 20:26 - 17427 of 17433


Recently been posted on iii by "sm trading",i have asked him how old this is,have a feeling very recent.

Price target of 22p by the looks of it




BARCLAYS STOCKBROKERS


Year Ending Sales (m) Pre-tax (m) EPS P/E PEG EPS Grth. Div Yield
30-Sep-06 60.10 3.33 0.97 12.8 0.1 +236% n/a 0.0%
30-Sep-07 94.00 4.90 1.42 8.8 n/a +n/a n/a 0.0%

forecasts
Profit & Sales Forecasts
Year Ending Sales/Share Price/Sales per share
30-09-2006 0.22 0.57
30-09-2007 0.34 0.37

Trends & Recommendations
Current 1 week 1 month 3 months 6 months
Sales (m)
30-09-2006 60 n/a 60 60 60
30-09-2007 94 n/a 94 94 n/a

Earnings
30-09-2006 0.97p n/a 0.97p 0.97p 0.97p
30-09-2007 1.42p n/a 1.42p 1.50p n/a

Dividend
30-09-2006 0.00p n/a 0.00p 0.00p 0.00p
30-09-2007 0.00p n/a 0.00p 0.00p n/a

Recommendations
Strong Buy 2 0 2 2 2 1
Buy 1 0 1 1 1 1
Neutral 0 0 0 0 0 0
Sell 0 0 0 0 0 0
Strong Sell 0 0 0 0 0 0
No. of Brokers 3 0 3 3 3 2

Average Rec 9.17 n/a 9.17 9.17 9.17 8.75

Alan

LOL
MS

Good luck with this Mickey i`m almost tempted to get back into this one.
I did notice evil post on ADVFN the other day when he bought back in but as i`m not a regular user of that site i didn`t know if it was a genuine post or just someone using his name as a joke.

DB66

It was a genuine post, he confirmed it on the t1ps site. I don't follow him religiously as he's made some real howlers but I think with this one he's right. There is also the rumour of a take over possibily by a mobile operator. They are now generating cash and in profit. The big boys are in at 14p and with a target price of 22p for 06 and 34p for 07 I took the plunge and topped up at 10.75.

LOL
MS

Having recently sold out I am now back in with a smaller holding because now I can hold for an age because not as much capital tied up. I cannot see GMC being at these levels for long IMHO and after the boom in poker at PRTY then surely GMC's new site could be raking in more than we know!

Yes apparently the lolly is rolling in.

MS

From the other place, looks like it's going to be an interesting time ahead.

KeithFagan - 2 Feb'06 - 16:19 - 17581 of 17582


Well Good Afternoon everyone. Long time no post but new baby and new on line business takes its toll. The International Casino Exhibition at Earls Court was an interesting one this year. The increasing evidence of the On Line, Mobile and Downloadable Content companies was very visible here.

There was also a major conference addressing the Mobile Gaming market. What is evident from this is that the current on-line internet gamblers are NOT the mobile gambler as well. The two markets are very different with a miniscule cross over. The Golden Palace Group launched a mobile solution last year and it was a flop as it was aimed at their existing internet user.

GMC however is a different kettle of fish as their market is definitely the existing mobile user. They are, without doubt, the leader in their field and slightly ahead of their time. Orange will be helping by increasing the level of marketing support over the next year.

The Gaming and Amusement industries as a whole (land based and on line) are faced with a massive change over the next 2 years. Many of my potential new marketing clients are downloadable games, back end systems and second line supoort companies who are actively attacking the existing land based market. Unfortunately the luddite suppliers that control the land based industry will fight (albeit to now avail) to avoid their market share being eroded but this is inevitibly going to fail.

From my brief chat with Justin they are so busy with trying to keep up with technological advances that the introduction of new games before the summer will be difficult. However watch foreign markets and other mobile operators for signs of GMC invlovement (just the moronic diversity of European States individual Gaming Legislation to combat now).

Still a company to invest in, imo, and once the Inladn Revenue lessens its nasty grip I will be back in (again).

Everything is going well at GMC and something big is in the offing. From EK.

LOL
MS

cheers Mickey!

I know this is not about gmc, but I thought you might find the numbers interesting. There are real comparisons with GMC and if they expand with other mobile operators then the potential is enormous. I think this is now turning into a long term play with big rewards for those with patience. Unfortunately the associated graphs didn't transfer. From the other side epic SEA.



Aleman - 4 Feb'06 - 18:25 - 1481 of 1485


The web site offering SEA'a mobile poker - pokerheaven.com - is pulling 30k visitors a month and rising. I wonder how many download the software to play.


Wireless Wagers

FEBRUARY 06, 2006

Online gambling is already a huge industry and, as mobile phone technology advances, more and more consumers will also make bets on their phones.

Global revenues from mobile phone based casino games will grow at an accelerated pace through 2008, expanding by nearly 50% from 2006 to 2007, according to visiongain. Mobile casino game revenues are projected by visiongain to total over $2.2 billion by 2010 more than five times the revenues generated in 2004.



Revenues for all mobile gambling, including sports betting and others, totaled $1.2 billion in 2005, and will reach $7.6 billion by 2010, according to Informa Media & Telecoms. eMarketer estimates that worldwide online gambling revenues totaled $10.9 billion in 2005.



What is the appeal of mobile gambling? Visiongain surveyed mobile phone users in the UK, who overwhelmingly cited convenience as a benefit (70%), with smaller numbers saying that mobile gambling was less intimidating and allowed for more discretion.



The desire to gamble on cell phones is especially strong among 20 to 35 year-olds. Visiongain notes that this group tends to be unmarried or married without children, allowing them more time and disposable income with which to gamble. Although seniors are traditionally seen as a strong age group for gambling, just 2% of those who are 65 and over use mobile gambling, clearly demonstrating a technological barrier. About one-fifth of those under the age of 20 said they would gamble on their mobile phone. Age restrictions and a lack of money keep this percentage lower in practice.



It is also important to remember that mobile gambling is not confined to just casino games and sports betting. As Visiongain points out in its report, bingo could be also a big game among wireless consumers.

I have apparently been notified of being sectioned under the mental health act as I mentioned to my shrink that I bought back into GMC and he said you must be crazy. Ha Ha Ha

Patience will be rewarded though Dr Shrink!!

From the other side. I agree this is now a mid/long term play and no longer a blue sky share. I'm happy holding for a potential 4 bagger.

the analyst - 21 Feb'06 - 15:48 - 17970 of 17970


Taurus, I remember a few weeks ago you said you very nearly bought GMC again, looking to get in at 10p or so, but the rise caused you to miss out. I don't see that anything has changed with the companies progress, so why has your view changed?

FWIW, My main interest in GMC is now mainly as a route into the mobile gambling sector (with gambling.com profits providing a very nice support to the share price).

I think that even though the m-gambling side of the business is very small, GMC are the current UK market leader and it's looking likely that Orange will begin to market the product mid-2006. The progress in mobile gambling has been slow due to problems with systems and security that had to be worked out (links below), but it seems that these issues are now being resolved by software developers.

This is really a mid- or long-term play in my opinion. My hopes are for good progress being reported in November, especially with respect to the mobile gambling and a strong share surge thereafter as people rush to get into this market. I've been looking to buy in more if they drop to 9-10p, hoping to see a four-fold return on a two-year play (cgt etc.)



From a recent visiongain report:
"The number of gamblers who use mobile devices to gamble is currently small. This is because of the presence of a limited number of gambling operators offering this particular channel to their customers, and also because of the small number of devices that are suited for mobile gambling activities.

This is, however, expected to change as regulatory, technical and other challenges are gradually overcome. As these are resolved, gambling operators are expected to begin actively marketing mobile gambling to their customers, starting in the middle of 2006."

http://www.visiongainintelligence.com/reportDetail.aspx?reportId=1262&adSelection=Y&industryIdL1=1003


To indicate the potential, it's been interesting to follow the success in the slotland mobile gambling after it's launch in the US late last year. Their launch offer was very attractive and seems to have worked very well:

"Until November 11, Slotland.com is offering special bonuses to new players, and extra free money to mobile players. New players get a free $5 just for signing up, and another free $20 added to their account if they wager on their phone or PDA. For details see www.Slotland.com/mobile."

http://www.online-casinos.com/news/news1346.asp
http://www.online-gambling-insider.com/online-gambling/ogi-mobile-online-gambling-launched-by-slotland.html
http://www.wagerpartners.com/article-2005-11-08-2.php

I agree with that post.

GMC seems like a high risk, high return company at first sight, but as that post states, the profits from gambling.com act as a good solid base from which to grow. I think gambling.com alone makes net 1.5m per year now. This could be vital if they need to market their new products further.

One would imagine that at some stage they will make casino.co.uk an almost exclusively own-brand casino site page rather than an advertising portal. Perhaps the only advertising they could have on that page is a big gambling.com search tool. At the moment the casino.co.uk content is hopeless. Can anyone seriously say they go back to it time and time again? I doubt it. They can then develop their other portals like findpoker.com and casino.ie and gamblinglistings.com to take the place of the casino.co.uk portal. I find it rather odd that an orange mobile phone owner plays a casino.co.uk game and then goes to the website to get the mobile gambling info and other casino stuff, but finds a portal advertising other companies. It's plain weird, but I think it will change after year end once the profit is bagged.

does anyone else agree that the company would be far less confusing if they do make such a transition? They could do it in stages, making the links to the own casino better and more obvious toi begin with and then gradually removing those horrible banner adds and lists.

From the other side.

KeithFagan - 23 Feb'06 - 11:48 - 17994 of 17994


Hi. Some semblance of sanity over the last couple of days. Referring back to the 21st and a comment about mobile gamers and the lack of providers. As I said before the technology of mobile phones detracts from the attraction of gaming due to screen size. Also the available content is drab and dull and does not make for a marketable product.

From recent conversations with people in Sweden, Latvia and the UK the trend is towards new and more interesting video based content being made available for this, and other interactive markets. The number of companies involved in this area is increasing dramatically and will influence the design of games to cross all interactive/downloadable genres.

A meeting this morning with the leading UK amusement distributor confirms a sea change in the needs of the modern gambler and the requirement for companies to operate accross all areas. What is important is that players will not migrate from one platform to another and each market sector has to attract its own individual player base.

Speaking to Justin the other week he is very aware of this and this in itself is encouraging. If they get the marketing (along with Orange) right the numbers of mobile players will increase.

Make of this what you will. From the other place.

cityeye - 23 Feb'06 - 14:06 - 17995 of 18005


I dont post on BB's very much at all but today, after hearing from a trustworthy source of a surge at GMC, i have tucked away 300,000 of these at a price cheaper than what Simon paid a few weeks back.

You shall wonder about the surge so let me tell you;

1, pay per click rev at gambling.com has turned substantially higher after
the introduction of new software and i hear bids and activity of the top
ten listings has become even more fierce with brands constantly out-
bidding each other to maintain top positions.

2, since the start of 2006 mobile gambling sign ups has dramatically
increased after visible marketing by GMC on its portals. Note Orange is
also gearing to promote this produce. Expect further news in this area.

3, poker.casino.co.uk has been an astonishing success after GMC has heavily
advertised this site, for free, on its own portals.

Major investors and the Drummonds will not allow for a takeover so people enjoy the ride as this share is pointing towards the sky and beyond. Trading statement to confirm the above due soon....

I tucked away a few more this afternoon so thanks for the encouraging post. I thought we must be due for news and EK's buying shows interest is rising again after a quiet period. my holding is much smaller than above but still sizeable for me!!

This is in response to the flack he took after posting. I topped up with another 28K.

cityeye - 23 Feb'06 - 16:30 - 18008 of 18012


You people dont sound too optimistic but we shall see.

I dont believe GMC is a dead duck share the same could have been said about it when it remained around the 2p marker for over two years and then in a twinkle of an eye went up ten fold. It still remains up over 5 fold. The sp is awaiting confirmation thats all.

Private investors will take this to 14p and institutions will pile in 14p+. Before anyone realises the sp will be closer to 50p.

Simon does not need to post here everyday like some of you to show that he remains long. GMC is now a more longer time investment for him just as it was before he sold out last year.

GMC is a sure winner and i should know.

Anyhow, see you lot in about a month.

Worth a read. It appears the broker has increased the targer price to 25p.

KeithFagan - 23 Feb'06 - 18:06 - 18013 of 18026


Hi Analyst. I agree with you it is important. On line group Golden Palace started a mobile offering last year and expected massive migration from its huge on-line base. It wasted a lot of money in marketing to its existing base and had a less than .5% transfer and most of this was short lived.

GMC have taken note of this and are taking steps to avoid the same mistake. Unfortunately this means building a new player base from scratch and this has to lead to delays.

Orange have largely taken on the marketing from GMC for the mobile gaming business. GMC did no marketing whatsoever for it to be honest as it was all in trial mode and to market it wodely would have been courting disaster given the bugs in the system. There was also no customer service operation in place as Orange expected GMC to offer that and Vice Versa (actually it is GMC's responsibility although Orange have spent a lot of time training a special mobile gaming response team).

Also I did see mention of exclusivity with Orange. Sorry to disappoint but this is the last thing Justin wants. They are in discussion with a number of UK and European Telcos to offer as similar portal. I have offered them exclusivity with the 3 products I am trying to sell them, but they see exclusivity in any form as a way of stifling growth, rather than netting an exclusive slice of the market

Rumor has it that these have been tipped on Watshot web site. I can't confirm as I'm not signed up. At least they moved today in the right direction.
Be patient and you will be rewarded.

LOL
MS

Oh fcuk looks like I spoke too soon. This is a most frustrating share to hold.

MS

I got back into these today Mickey for the 4th time!
I would like to say i`ve made a lot of profit from them but i haven`t ,so maybe this time?