In connection with the Capital Markets Day, Kindred Group will present new financial targets for 2025 consisting of:
Revenue of above GBP 1.6 billion
Underlying EBITDA margin of 21 – 22 per cent
Distribution policy of ~75 – 100 per cent of free cash flow (after M&A)
Q3:n näkymiä: Trading update and indicative guidance for the third quarter 2022
As part of the CMD, Kindred provides more clarity on the performance for the period 1 July to 11 September and a non-recurring indicative guidance for the third quarter 2022. The trading update shows a solid Gross winnings revenue development driven by high activity across markets.
The average daily Gross winnings revenue for the Group, up to and including 11 September 2022, was GBP 2.9 million, 12 per cent (12 per cent in constant currency) lower than the daily average for the full third quarter of 2021. Excluding the Netherlands, the average daily Gross winnings revenue for the Group, up to and including 11 September 2022, was GBP 2.6 million, 6 per cent (7 per cent in constant currency) higher than the daily average for the full third quarter of 2021.
On the completion of a stringent license application and regulatory review process, Kindred launched in the Netherlands on 4 July and, during the period from going live up to and including 11 September, the average daily Gross winnings revenue for the Netherlands was GBP 317 thousand, increasing gradually throughout the period.
Depending on activity levels and the sports betting margin for the remainder of the quarter, Kindred estimates the revenue for the third quarter of 2022 to be in the range of GBP 270 to 280 million.
Underlying EBITDA for the third quarter of 2022 is estimated to be in the range GBP 37 to 42 million (Q3-2021: GBP 84.8 million).
Ei tämä ainakaan yhtiön mainetta paranna, kun muutenkin ESG-raha väistää firmaa. Toisaalta tarkat säännöt taitaa olla hyväksi tällaisille vakiintuneille toimijoille.
Tietoja kindredin loppuvuoden ja mm kisojen sujumisesta. Ei mennyt ihan putkeen.
Tälläistä toimia luvassa:
While the weaker than expected performance during the fourth quarter can largely be attributed to a few one-off events explained above and the headwinds in Belgium and Norway, actions are being taken to further improve profitability in the short- and medium-term. These include but are not limited to:
Reducing losses in North America by decreasing marketing spend prior to the Kindred platform being launched
Re-prioritising investment projects to free up capacity for key strategic initiatives and reduce short-term costs
Further optimising the Group’s operating expenses to reduce cost growth and improve scalability
Voiko tarkoittaa että laittaisivat omat vedonlyönti alustan teon tauolle vai että nopeuttavat kehitystä
Kindred Group will pay GBP 7.1 million and has received a warning to conclude regulatory reviews by the UK Gambling Commission related to historic AML (affordability) and social responsibility shortcomings.
Kindred accepts that certain systems and processes in place in 2020 and early 2021 were not in line with Commission expectations around affordability. As a result of those actions taken, Kindred recognises that similar cases to those highlighted by the Commission are unlikely to happen today within its new framework.
Mikäköhän tuossa on tarkalleen ottaen ollut taustalla?
Ensimmäistä kertaa mukana että tulee ostotarjous yhtiöstä.
Mitäs tässä nyt kannatti tehdä kun ostotarjous on tullut? Kannattaako myydä heti tuohon hinnalla vai miten tuo lopulta realisoidaan rahaksi? Valuuttakurssi ainakin on vielä yhtenä tekijänä että milloin kannattaa irtaantua jos kruunun kurssi nousee?
Ainakin kannattaa ottaa huomioon, että aina mahdollista että tulee kilpaileva ostotarjous. Niitähän nähtiin jokunen viime vuonna Helsingin pörssissä. Sekin kait mahdollista, että ostotarjous hylätään kokouksessa, jolloin kurssi tippunee jonkun verran. Pitkiä prosesseja nuo on ennen kuin ostotarjouksen rahat omalta tililtä löytyy monesti.
Itsellä ei kiirettä myydä, joten jään odottelemaan rauhassa mitä tapahtuu👍
Kurssi reilu 6% alle ostotarjouksen. Hyväksyntäaika Marraskuulla vasta. Joten myytkö nyt pois ja sijoitat rahat muualle vai otatko 6% -7% tuoton kun holdailet marraskuulle. Siinäpä kysymys.
Yes, 90% “the Offer being accepted to such an extent that FDJ becomes the owner of shares in Kindred representing more than 90 per cent of the total number of shares in Kindred”.
Johto suosittelee hyväksymään tarjouksen, joten eiköhän tuo läpi mene.
