goconect, die Zukunft hat begonnen
b) wisst ihr wann die Termine für die Quartalsberichte 2005 sind? Finde gerade nichts darueber...
Thanks!
Ich denke eine Steigerung innerhalb der Quartale wird deutlich werden, besonders vom 3. zum 4. Quartal.
Die täglichen Schwankungen bei geringen Umsätzen sind für mich pers. weniger wichtig.
Auf längere Sicht dürfte sich das erledigen, wenn erstmal alle Räder laufen.
Wünsch allen einen erfolgreichen Tag
greetz
Jovi
Tobi
******************************
Not a week goes by without yet more media attention on the gaming gold rush now going on by major Australian corporates in the Asian gaming markets. Yet China's gaming market, based on just lottery sales alone of US$4.5 bil (2002 figures), is conspicuously absent from the financial press. Introduction of keno and other games is expected to lift the industry revenue by 5 to 6 folds. This is despite the fact that Sino and GoConnect have already and are the only two companies in the world to have secured a major position in the mainland Chinese gaming market. Those who have joined the gold rush so far are drilling some distance away from the mother lode of mainland China gaming. Little do they know that Sino and GoConnect are sitting on that mother lode.
Gaming firms seek Asia jackpot
Jun 01
Feedback Alan Jury
Aristocrat Leisure, Publishing & Broadcasting Ltd and Tabcorp Holdings are among global gaming operators jostling to secure footholds in Asia.
And well they might. Spearheaded by Macau, Asia is shaping up as a mecca for the world's gamblers. Plans for several new casinos are on the drawing board, which will give operators the opportunity to tap into the rising discretionary incomes of a region buttressed by two of the world's emerging economic superpowers.
It doesn't hurt, either, that gambling is extremely popular in the region - and Asians already form a large part of the client base for Australian and US-based casinos.
"The traditional major established casino markets of North America, Australia and Europe are now mature and the companies that are based in these markets are now focused globally to secure new growth opportunities," Merrill Lynch's Singapore-based Sean Monaghan says. These opportunities are in Asia, Britain and Eastern Europe - with Asia the most attractive.
For the Australians, Asia offers a double bonus: strong growth prospects and a hedge against the mature, oligopolistic Australian market. Australian governments have capped gaming machine growth, no new casinos are in prospect, and governments are increasingly eroding operators' returns through a combination of harm-minimisation initiatives and higher taxes.
Paradoxically, gaming stocks feature in brokers' recommendations and institutional portfolios.
For a start, they tend to have low gearing, relatively stable revenues and to return lots of cash to investors through high dividend payout ratios and other capital management initiatives. They also benefit from the industry structure. There are only three casino operators of any size (PBL, Tabcorp and Sky City Entertainment); two wagering companies (Tabcorp and Unitab); and one gaming machine manufacturer (Aristocrat). (Stargames and Ainsworth Game Technology are both small, poorly capitalised companies with minimal market shares.)
Australians, according to the Australian Bureau of Statistics, spend 3.5per cent of household disposable income on gambling. Poker machines capture 62per cent of that spending, casinos receive 16per cent, TABs and bookies get 12per cent and lotteries 10per cent.
Aristocrat and Unitab have been among the best performers in the benchmark S&P/ASX200 Index over the past year.
The brokers' verdict:
* PBL is rated a "buy" by nine brokers and a "hold" by one.
* Tabcorp has three "buy" recommendations and four "holds".
* Unitab has five "buys", one "hold" and one "sell".
* Aristocrat has four "buys", three "holds" and one "sell".
Both of the sells - from the same broker - relate to share price gains, not operational issues.
Even Sky City, licensee of the Auckland, Adelaide and Darwin casinos, which two weeks ago issued its second profit downgrade this year due to smoking bans in New Zealand, is rated a "hold" by four of the five Australian brokers that follow it.
Merrill Lynch analyst Paul Facey, who says he can't find a catalyst for a re-rating and thinks 2007 may be the first year the company can regenerate significant growth, has a "hold" on the stock because it remains a fundamentally sound company whose key Auckland asset is achieving "exceptional" returns. It is returning more than its cost of capital and is paying out "at least 90per cent" of pre-abnormal earnings in dividends.
While the defensive attributes of gaming companies are attractive, it is what is happening north of Australia that puts some real sizzle into their prospects.
Macau, just one year into its trans
formation into what US casino magnate Sheldon Adelson has dubbed Asia's Las Vegas, is now the second-largest gaming market in the world, and will probably be the biggest within one or two years.
Gaming revenue in the Chinese special administrative region grew 44per cent to $US5billion in 2004, overtaking Atlantic City's $US4.8billion and edging closer to Las Vegas, which turned over $US5.3billion last year.
"We do believe that the fundamentals of Macau's gaming industry growth are real, substantial and sustainable," Morgan Stanley's Andrew McLeod says.
Karen Tang of Deutsche Bank, concurs: "We project Macau gaming revenues to achieve an 18per cent compound annual growth rate through 2004-08 to reach $US9.6billion ($12.7 billion), driven by a pipeline of new casinos, improvement in tourist infrastructure, and the continuing strength of the Chinese economy driving tourists and cash into Macau."
What is happening in Macau is spurring a reassessment of gaming across Asia, as countries throughout the region look to emulate the success of various US states over the past 15 years in using revenue from expanded gaming interests to fund a variety of public works and boost tourism and employment.
Singapore, Vietnam, Thailand, Japan, Hong Kong, Myanmar, India and Cambodia are all considering increasing or introducing legal gaming.
To participate in this, PBL last year formed a joint venture with Hong Kong-listed Melco International. The venture is already operating a chain of poker machine parlours and has announced plans to build two new hotel/casino complexes in Macau.
PBL and Tabcorp are also both among the leading contenders to win the right to construct either or both of two new integrated resorts - including casinos - in Singapore. These plans, with a projected combined capital cost of $US5billion to $US6billion, are being championed by the Singapore government as the key to reviving the island's diminishing status as a tourist destination.
Aristocrat is already one of the largest suppliers of electronic gaming machines throughout Asia and has secured a 50 per cent share of the machines in Macau's newest casino, the Macau Sands.
The significance of this is that Macau's traditional casinos eschew poker machines, whereas US-style casinos such as the Macau Sands - and those being built by PBL-Melco - derive up to 65per cent of their gaming revenue from pokies.
PBL-Melco's proposal for a second Macau casino, for example, envisages 3000 pokies and 450 gaming tables.
"Asia remains one of the most significant growth opportunities in gaming throughout the world, buoyed by a large population, increasing wealth and a huge propensity to gamble," Deutsche Bank's New York-based Marc Falcone says.
Monaghan estimates residents of East Asia will spend $US14.5billion in the region's casinos this year, with the Greater China region, including Macau, contributing 54 per cent of this. About two-thirds of the balance comes from South-East Asian countries and one-third from Japan and Korea. As a comparison, the total spending by Australians on all forms of gambling is about $15billion ($US11.4billion) a year.
Apart from Macau, legal casinos exist in Malaysia, the Philippines, Cambodia, Vietnam, India (Goa) and South Korea. Poker machines are installed in more than 100 clubs in Singapore. Macau's gaming revenue is already twice that of all the other Asian land-based casinos.
There are also a number of large cruise ships with extensive onboard gaming lounges, operated by companies like Star Cruises out of ports such as Singapore and Hong Kong.
Clearly, companies that find ways to exploit the blackjack boom are worth a second look. As an investor, you could well get lucky.
werden schon bald ein Uptade bringen, bin ich mir ganz sicher...
nun ja...nur die Zukunft zählt und da gibt es auf diesem Bereich keine bessere Firma als GCN...
greetz
Jovi
PS: 2.M-vision channel...stay tuned
---
Nach Ansicht der Experten von "FOCUS-MONEY" sollen Risikobereite die Goconnect-Aktie (ISIN AU000000GCN9/ WKN 563564) halten.
Als Tochterunternehmen von Sino Securities profitiere der australische Technologiekonzern Goconnect möglicherweise von der Fusion der Muttergesellschaft mit dem Glücksspielkonzern China Entertainment.
Der Gesellschaft könnte dies Aufträge aus China ermöglichen.
Die Experten von "FOCUS-MONEY" sind der Meinung, dass Risikobereite die Goconnect-Aktie halten sollen, wobei ein Stoppkurs von 0,029 Euro zu beachten ist.
'Die "Experten" von FOCUS-MONEY" '. Wichtiger Unterschied ;-)
'Die "Experten" von FOCUS-MONEY" '. Wichtiger Unterschied ;-)
6 June 2005
Company Announcement Platform
Australian Stock Exchange
Dear Sir/Madam
Re: Lucky Channel to deliver substantial audience to GoTrek Internet TV and m-
Vision mobile video platforms in China
The directors of GoConnect Ltd (“GCN”) are pleased to advise that GoTrek Pty Ltd
(“GTP”), a wholly owned subsidiary of GCN, has entered into a technology licensing
agreement with Horizon Investment Group Ltd (“Horizon”) for the licensing of the
GoTrek Internet TV and m-Vision mobile video delivery platforms to Horizon for the
People’s Republic of China (“PRC”).
Horizon is the ultimate controlling shareholder of China Entertainment Holdings Ltd, a
company that will be acquired by Sino Securities International Ltd (“SSI”), the parent
company to GCN, subject to shareholders’ approval.
The Lucky Channel will be broadcast nationally within the PRC over analogue TV via
satellite, digital TV via cable, Internet TV via GoTrek, and mobile TV via m- Vision. The
Lucky Channel has the exclusive right to deliver lottery and keno results, interactive
game shows, and sports content nationally. Delivering the Lucky Channel over the four
platforms of analogue, digital, Internet, and mobile will substantially increase the
audience reach of the channel and provide unique cross selling opportunities for all four
platforms, as well as for their advertisers and commercial sponsors. The Lucky Channel
is targeted to be launched before year-end 2005, with an estimated audience reach on all
four platforms of in excess of 100 million people within the PRC.
The agreement between Horizon and GTP is based on revenue sharing. Revenue for the
Lucky Channel will be derived from game show interactive mobile call and SMS
charges, and sponsorship sales. Negotiations are under way to secure interactive game
show content internationally to complement local Chinese production for the Lucky
Channel. The Lucky Channel is expected to have strong appeal to local as well as
international branded advertisers in view of its expected large interactive audience reach
within the PRC and the right to deliver sports content with the lead up to the Olympic
Games in Beijing in 2008.
Greets Tobi
P.S. Schön diese Kurse nicht?
Code Last $ +/- Bid Offer Open High Low Volume
GCN * 0.071 0.009 0.071 0.073 0.064 0.073 0.064 1,484,700
wünsch allen einen erfolgreichen Tag
greetz
Jovi
Aber im Grunde ist das erst einmal völlig belanglos (natürlich nicht für die Zocker, die jetzt wieder angelockt wurden bzw. werden).
Den aktuellen Wechselkurs gibt es übrigens z.B. hier:
http://de.finance.yahoo.com/m5?&a=1&s=AUD&t=EUR&c=0
Mal schaun was die Aussis daraus machen.
Nochmal: es zählt der Ausblick und wir haben mehr als nur eine Monopolstellung und GCN ist No.1 in diesem Bereich
Es ist aber auch allen klar welcher riesige Markt in China auf uns wartet??!!
Und India wird in ein par Wochen verkündet, live trials sind in der letzten Testphase :)
Ich bin in diesem Wert, bzw. als Teilhaber dieser Firma nicht am schnellen Geld interessiert, ich glaub einfach dran und "steuerfrei" bin ich auch schon längst...
greetz
Jovi
PS: die News aus erster Quelle sind "bestens" aber das wissen manche hier auch schon...
JM
Code Last % Chg Bid Offer Open High Low Vol
GCN 0.077 8.45% 0.077 0.079 0.072 0.077 0.072 820,923
fleissiger Handel heute, mal schaun wie Aussiland schließt :)
wünsch allen einen erfolgreichen Tag
greetz
Jovi
ach ja, guten Morgen
und im Busch da....
Code Last $ +/- Bid Offer Open High Low Volume
GCN 0.079 0.008 0.076 0.079 0.072 0.079 0.072 1,255,960
Code Last $ +/- Bid Offer Open High Low Volume
GCN 0.080 0.009 0.077 0.080 0.072 0.081 0.072 1,772,210
..vielleicht gehts noch höher...mal abwarten. :-)
GCN 0.080 12.68% 0.077 0.080 0.072 0.081 0.072 2,220,300
na, wenn das mal kein Volumen ist..
greetz
Jovi
*GoConnect cracks the China market ..
GoConnect is up .9c to 8c on 2.2m shares with parent Sino Securities up 38c
to $2.28 on nominal turnover after yesterday's impressive announcement of a
technology licensing agreement for subsidiary GoTrek which means The Lucky
Channel will be broadcast nationally within the PRC over analogue TV via
satellite, digital TV via cable, Internet TV via GoTrek and mobile TV via
m-vision. The Lucky Channel has the exclusive right to deliver lottery and
keno results, interactive game shows and sports content nationally. The
agreement between Horizon and GoTrek is based on revenue sharing, which
could be worth $1 per share to GCN, in time.
Meanwhile, the India deal is believed to be in pilot trials and an
announcement that it is going live with Mumbai film footage and other
material could be imminent.
Sowas hört man doch gern; zitiere: "which
could be worth $1 per share to GCN, in time" :-)
könnte es noch weiter gehen...ansonsten würd ich sagen gogo hat sich ausgetobt
time will tell...
@skydust
kann schon sein aber Richtlinie ist Australien, mal schaun was die Jungs morgen machen, kleine Rücksetzer sind normal und gesund aber auf lange Sicht gibts nur eine Richtung, schau dir doch einfach mal den Chart von Sino (SSI) an, der kennt momentan nur den Himmel.
greetz @all
Jovi
"So bin erstmal wieder raus,
gehe davon aus das es jetzt fallen wird, aber die Ruhe behalten, werde bei 0,035 wieder reingehen. LG"
Es gibt aber auch ausgesprochene Spinner, man kann auch Zocker dazu sagen.