NagaCorp - 500 Beiträge pro Seite

[R-BgO]

asiatischer Casinobetreiber

[R-BgO]

zu HKD 10 erste Position aufgemacht

[The-Lynch-Investor]

bin seit April drin und kann mich über die Performance nicht beschweren.

habe über LinkedIn mit einem Mitarbeiter der Investor Relations geschrieben und muss sagen, die Antworten auf meine Fragen kamen recht zügig und detailliert. Das gibt mir als Investor ein gutes Gefühl.

Hier eine Info bezüglich des Projekts in Vladivostok.

ust to be clear, our licence in Cambodia extends until 2065. But you're right, we have exclusivity in Phnom Penh until 2035. This permits us to continue to invest in Phnom Penh with confidence. You might have noticed this week we annnounced plans for phase 3 expansion. Detailed on our website if not.

So, to our Russian project. 4 licences have been issued. One casino is already operating (Tigre de Crystal), we are due to open next year, and the other 2 licences are behind us in timing. So we are not exclusive. But given this is a new gaming destination, a critical mass of properties should be beneficial to attracting customers quickly. We think that 4 licences is a reasonable trade-off between customer appeal and competition.

I would point you to the key attractions of Vladivostok as a gaming destination. (1) Location. We are next to the 3 northern provinces of China which combined have a similar population size to Guandong in the South (the main feeder for Macau). This is a population that is under-served from a gaming perspective. Further, we are closer than Macau for a larger part of China (including Beijing), Korea and Japan. (2) Tax. The PERC has a low fixed tax rate, similar to what we have had in Cambodia for the first 20+ years. This provides high margins, and the ability to offer attractive deals to junkets. (3) We believe the location, close to an international airport, on beautiful coastline, provides significant potential to develop a unique customer experience. The master plan includes marina, golf course, and other attractions.

We consider one of our core strengths is developing new gaming destinations. So we have every chance of making a success of this. So in summary we are getting in at the ground level (with first choice of plot locations) on an exciting new gaming destination that has the potential to be huge. Macau for North Asia.