BOSS MEDIA - Glücksspiele-Boom Profiteur (100%ler)
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Der Wett- und Glücksspiele-Boom im Internet nimmt kein Ende. Viele Branchentitel sind schon "heiß" gelaufen. Aber es gibt Ausnahmen.
Von Martin Weiß
Was haben das Internet-Casino William Hill, der Online-Buchmacher Sportingbet und der schwedische Spieleanbieter Svenska Spel gemeinsam? Alle gehören zum Kundenstamm von Boss Media. Das schwedische Softwarehaus entwickelt jegliche Art von Glücksspielprogrammen, von der einfachen Rubbellos- und Bingo-Software für Handys bis hin zu komplexen OnlineCasinos mit Black Jack, Roulette, Einarmigen Banditen und Pokertischen.
Aber das Angebot greift noch weiter, umfasst neben der reinen Gaming-Technologie ein komplettes Backoffice, das neben der Überwachung und Archivierung einzelner Spielvorgänge umfangreiche Änderungen an den Spieleinstellungen zulässt.
Explosives Wachstum
Die rasante Verbreitung des Internets hat zahlreiche Boombranchen hervorgebracht, darunter auch das Glücksspiel im Cyberspace. Mittlerweile buhlen weit mehr als tausend Seiten im Internet um die Zocker-Dollars der potenziellen Kundschaft. Und ein Ende des Wachstums ist noch lange nicht in Sicht. Setzten die Anbieter Marktforschern zufolge 2004 rund neun Milliarden Dollar um, so sollen es 2005 schon bis zu zwölf Milliarden sein. Auf mittelfristige Sicht kalkulieren die Profis mit durchschnittlichen Jahreszuwachsraten von 15 bis 20 Prozent. Die Prognosen erscheinen dabei keineswegs übertrieben, denn selbst in Ländern wie den USA, Großbritannien oder auch Deutschland, wo schon heute sehr hohe Umsätze erzielt werden, ist das Online-Gaming gerade einmal den Kinderschuhen entwachsen.
Optimal positioniert
Bei Boss Media schlägt sich das Branchenwachstum verstärkt positiv in den Auftragsbüchern nieder. Mitte Mai meldeten die Schweden einen Auftrag von Gaming VC Holdings S.A., einem großen Betreiber von Online-Casinos: Boss Media ergänzt die bestehenden Casinos um Poker-Anwendungen. Ein Auftrag mit Prestigecharakter, denn an den Casinos von Gaming VCs wurden im letzten Jahr Einsätze von zwei Milliarden Euro platziert. Ein weiterer Clou gelang den Schweden Mitte Juni, als mit der Princess Group ein zusätzlicher Großkunde gewonnen werden konnte.
Die Gruppe (85 Firmen, 6.000 Mitarbeiter) will ihre Onlineaktivitäten deutlich ausbauen und hat damit Boss Media beauftragt. Der Clou: Boss Media ist für zehn Jahre der Exklusiv-Zulieferer für die Gruppe. Princess Group wird das Online-Engagement zudem in jedem ihrer Casinos bewerben.
Schnäppchen!
2005 und 2006 sollen 26,4, respektive 35,7 Millionen Euro Umsatz durch die Bücher gehen, ein Plus von 34 Prozent. Der Gewinn soll in diesem Zeitraum überproportional um mehr als das Doppelte auf 0,23 Euro pro Aktie steigen. Auf Basis dieser Schätzung weist die Aktie von Boss Media ein KGV von gerade einmal 11 auf - und ist damit ein echtes Schnäppchen.
ISIN: SE0000488850
Kurs am 03.08.2005: 2,81€
Empfehlungskurs: 2,62€
Ziel: 5,20€
Stopp: 2,03€
KGV 06e: 12
Chance/Risiko: 5/4
Artikel aus DER AKTIONÄR (31/05).
Dies sind halt gleich zwei ungünstige Faktoren...jedoch sind die Abschläge in dieser Höhe wohl kaum gerechtfertigt. Was jedoch ganz interessant ist, ist das an der Stockholmer Börse den ganzen Tag sehr große Kauforders eigingen, von daher ist anzunehmen, das manchen Investoren die Gelegenheit nutzen, um nochmal günstig nachzukaufen.
Bei einem Blick auf die Aktionärsstruktur von Boss Media, fallen einem einigen Schwergewichte ins Auge, die mit einem relativ hohen Anteil an der Firma beteiligt sind:
JP Morgan Chase Bank, Great Britain: 2,391,922 (4.2%)
Abu Dhabi Investment Authority: 1,552,800 Aktien (2.8%)
The Abu Dhabi Investment Authority (ADIA) is one of the biggest government investment vehicles in the world. It is responsible for investing all of the Abu Dhabi government's oil revenues and assets in countries across the world. ADIA has investments spanning around $500 billion and is one of the most influential and wealthy players in the global market.
Und nebenbei sollte der Ausblick für 2005 eigentlich manch enttäuschten Aktionär wieder versöhnen:
Outlook for 2005
The sharp increase in product development investments during the past six months, as well as the implementation of process and quality tools, took place with a high proportion of consultants, thus resulting in higher costs/investments. The costs/investments will gradually decrease during the second half of 2005 in consequence of that a number of projects will be completed.
The pilot project currently in progress with Synot Lotto in the Czech Republic is proceeding according to plan. During the autumn, the pilot project will double in scope and comprise some 100 terminals. The IVT pilot will begin to generate revenues during the second half of the year.
The supplementary purchase sum for the shares in EssNet Interactive is linked to the future financial outcome of the Norsk Tipping contract. The Norwegian law that grants the government exclusive right to operate slot machines similar to Sweden’s Jack Vegas machines will not take effect until 2006 at the earliest. The Norwegian government is awaiting the ruling of the Court of Appeals, which previously ruled
that the law should be disregarded in lieu of a final ruling on the issue, which according to the Norwegian Ministry of Culture can be expected any day now.
Interest for digital gaming platforms among state-licensed gaming companies and land-based casino companies is increasing steadily. The growth potential is very substantial. Several players have initiated the purchasing process for interactive gaming systems during the year, and demand is growing increasingly strong. There are some 140 WLA members around the world, of which about 60 in Europe, plus some 500 land-based casinos that all constitute potential customers. During the past six months, Boss Media intensified its product development of core products and implemented process and quality tools, thus enabling the company to meet increasingly strong demand among large and established gaming operators.
The partnership with Svenska Spel regarding sales of Boss Media’s products will start during the autumn.
During the first six months of the year, Boss Media sold five gaming systems and expects to sell five or six additional systems to new and existing customers during the second half of 2005, Growth in Boss Media’s partner-based poker network continued at an undiminished rate. During the first six months, the number of players increased by about 100 percent to some 14,000 players per day.
Global growth with respect to active Internet poker players was about 27 percent during the same period (source: www.pokerpulse.com). During the second quarter, growth was about 20 percent, with global growth estimated at 5 percent. The company’s previously announced target of achieving about 20,000 players per day by the end of the year remains valid.
Royalty revenues deriving from the poker product currently account for the strongest growth. This will continue in pace with the addition of more customers. Growth in other royalty revenues, however, will also accelerate further in pace with the addition of new customers and the newly developed products/games to be delivered during the coming quarter.
A higher proportion of consultants than forecast, negative adjustments in the value of financial instruments through application of the IFRS valuation principles and additional process costs relating to the divestment of shares in EssNet Interactive contributed, as previously announced, to Boss Media not achieving the same profitability in 2005 as in the preceding year.
Peter Bertilsson will resign from his position as CEO for Boss Media for family reasons. He will remain until a new CEO is appointed, which is expected to take place during the autumn. The recruitment process has begun.
Guckst du hier:
http://investors.bossmedia.com/index.php?p=share&lang=en
http://investors.bossmedia.com/...il&id=NORDSTRAND%2C+BJ%D6RN&lang=en
Wie gesagt, Freitag war die Chance! Mittlerweile stehen wir übrigens bei +5.12%!
Lucky Basket-Zertifikat auf Wettaktien
Raiffeisen Centrobank
Anleger können in der Zeit vom 05. bis zum 22. September 2005 das neue Lucky Basket-Zertifikat (ISIN AT0000453873/ WKN RCB1GS) der Raiffeisen Centrobank auf einen Basket, bestehend aus acht europäischen Wettaktien, zeichnen, berichtet die Raiffeisen Centrobank.
Die Möglichkeit, direkt vom eigenen PC zu jeder Tages- und Nachtzeit live Wetten abzuschließen, werde zunehmend genutzt. Dabei erstrecke sich das Angebot von Sportwetten über Online-Casinos bis hin zu Bingo.
Der Markt für Online-Wetten biete viel Potenzial und könnte gerade im Hinblick auf die Fußball-Weltmeisterschaft 2006 in Deutschland vor einem weiteren Aufschwung stehen. Zusätzlich könnte es in Europa zu einer weiteren Liberalisierung der Sportwetten-Gesetzgebung kommen.
Anlegern, die in diese Branche diversifiziert investieren möchten, biete die Raiffeisen Centrobank erstmals die Möglichkeit, mit einem Open-end-Anlage-Zertifikat von diesem Trend zu profitieren.
Das o.a. Lucky Basket-Zertifikat beziehe sich auf einen Aktienbasket, der zu gleichen Teilen aus acht Wettaktien zusammengesetzt sei.
Hauptaugenmerk gelte natürlich den großen Wettspielanbietern Europas, die mit insgesamt fünf Unternehmen vertreten seien. Die drei Marktschwergewichte aus dem Eldorado der Wettindustrie Großbritannien - Sportingbet, PartyGaming und William Hill - würden ergänzt durch betandwin.com, dem Aufsteiger des vergangenen Jahres in Europa. Alle vier Unternehmen würden nach Marktschätzungen zu den Top 5 dieser Branche gehören.
Ergänzt werden sie durch Unibet, dem Marktführer aus Europas zweitgrößten Wettmarkt Skandinavien sowie zwei Unternehmen, die Zulieferer von Software und verschiedenen Dienstleistungen seien, und daher ebenfalls Anteil an der rasanten Entwicklung dieser Branche hätten. Deutschlands größter Anbieter auf diesem Gebiet sei die Firma FLUXX. Als weltweiter Marktführer auf diesem Gebiet gelte die skandinavische Boss Media. Abgerundet werde der Basket durch die einzig große börsengelistete europäische Lotteriegesellschaft, die Lottomatica aus dem glückspielbegeisterten Italien.
Der Lucky-Basket setze sich zu Laufzeitanfang zu jeweils 12,5% aus den acht Unternehmen zusammen und werde am 23.09.2005 erstmals berechnet. Der Startwert betrage 100 Euro und werde laufend aktualisiert.
Mit dem neuen Anlage-Zertifikat können Anleger ohne Management-Gebühren und ohne Laufzeitbegrenzung eins zu eins an dem "Lucky Basket" partizipieren, so die Raiffeisen Centrobank.
2005-09-29 17:46
The Bonnier Group's Bonnier Entertainment business area has selected Boss Media as supplier for its new gaming activity. Bonnier is to launch www.bingolotto.se through a cooperative agreement with the Folkspel gaming company, which is owned by Swedish sports clubs and associations and whose activities include TV4's BingoLotto gaming program,. With this investment, the Bonnier Group is taking its first step into the market for gaming that involves money.
"We are active in the entertainment industry and an increasing portion of households' entertainment budget is being spent on various forms of gaming. This makes it a natural step for us to become involved in this industry. An added benefit of our cooperation with Folkspel is that it gives us the possibility to support Swedish sports clubs and associations," says Helena Forsell, Project Manager for BingoLotto.se.
Under the terms of the contract, Boss Media will supply a well-tested system for bingo gaming on the Internet, with Bonnier and Folkspel also gaining the possibility to expand into other gaming products and distribution channels over time. As a result of the contract, Bonnier will outsource its customer service for gaming to Boss Media.
"Proximity and stability were our criteria when we selected Boss Media. We now have access to a tested gaming system and proximity to product development. If everything proceeds according to plan, we will have, in cooperation with Folkspel, a considerable market share for digitally distributed gaming within a couple of years. The key is to take the right game to market using the right channel. With regard to marketing of gaming products, we have sufficient channels for this within the Group," says Helena Forsell.
"Boss Media's extensive experience of digital gaming solutions can be considered a guarantee of quality," says Leif Flatow, President of Folkspel. "We are full of confidence regarding the launch of BingoLotto on the Net - and, naturally, a well-functioning system is an important requirement for success."
Bingo products are a focus area for Boss Media, which previously was best known for its casino and poker products. In the digital gaming world, bingo is foreseen as the gaming product that will attract the most new players as a result of its softer gaming form, with greater focus on entertainment than big prizes.
"Bingo has the potential to be the next mass-market product in the digital gaming market. While casino gaming attracts men, bingo succeeds in attracting women," says Peter Bertilsson, President of Boss Media.
- Net sales increased by 6 percent to SEK 167.0 (157.2) million.
- Profit after financial items was SEK 35.7 (61.2) million.
- Net profit was SEK 31.0 (43.8) million.
- Earnings per share were SEK 0.54 (0.77).
- Royalty revenues amounted to SEK 134.2 (86.2) million, an increase by 56 percent. Growth is expected to proceed at the same pace during the remainder of the year.
- The Board of Directors has appointed Johan Berg new president of Boss Media effective December 15, 2005.
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2005-10-26 07:31
The Board of Directors of Boss Media has appointed Johan Berg, 46, President of Boss Media.
Johan Berg has some 20 years of experience of the software industry. For the past 13 years, he has worked at Intentia, where his positions included President of Intentia Benelux, manager for Intentia's establishment of an international distributor network for South America, Eastern and Central Europe and head of Intentia's product development company. For the last 1,5 years within Intentia, Johan Berg acted as Deputy CEO, with global responsibility for Intentia's partner strategy and service organization.
"Johan Berg's experience in the software industry will constitute a significant strengthening of resources for the continued development and growth of Boss Media," says Björn Nordstrand, Chairman of the Board of Boss Media AB.
"I feel very confident in relinquishing the helm to Johan Berg. In just a few years, Boss Media has advanced from being a gaming operator to a leading systems supplier in a rapidly growing market for digitally distributed gaming entertainment. This is a position that will now be further strengthened," continues Björn Nordstrand.
"With my background and international experience in the software industry, the opportunity to lead a growth company like Boss Media is the most stimulating I can imagine," says Johan Berg.
"Boss Media has a successful business model and a well-aligned organization. That makes us very strong for the future, in which I intend to continue efforts based on the guidelines established by the Board of Directors," concludes Johan Berg.
Johan Berg will assume his position on December 15, 2005.
For further information, please contact:
Björn Nordstrand, Chairman of Boss Media AB (publ), telephone: +46 (0)70 594 49 19
2005-10-26 16:33
Boss Media and Svenska Spel are preparing to expand the companies' partnership, which already includes an instant gaming platform www.svenskaspel.se. Now the companies are planning a possible expansion of their cooperation.
Svenska Spel has applied for a license for Internet poker. Boss Media is now implementing a number of preparatory measures so that a government license can be transformed as quickly as possible into an attractive poker site at www.svenskaspel.se, based on the cooperation that currently exists regarding the instant gaming platform.
"We are naturally very pleased to win the trust of Svenska Spel to also be involved in this journey, if they receive their license," says Peter Bertilsson, President of Boss Media.
For further information, please contact:
Peter Bertilsson, President and CEO, Boss Media AB (publ), telephone: +46 (0)470 70 30 01
or +46 (0)70 993 25 54, e-mail: peter.bertilsson@bossmedia.se.
2005-10-31 08:20
Boss Media has today signed up Virgin Poker, part of the Virgin Games Group, to its platform, ending a long search by Virgin to find the ideal partner for the relaunch of its Poker game.
"Boss has everything we were looking for in terms of playing experience, site stability and, most importantly of all, liquidity. The combination of their technical expertise and the Virgin Brand is going to create a major new challenger in the online Poker market place, and we are really looking forward to getting behind it," says Simon Burridge, Chairman of Virgin Games.
A condition of the Agreement is that Boss will imminently be relocating to Malta, which will satisfy Virgin's requirement to be regulated in a white list jurisdiction.
Virgin Poker believes that, despite the rapid growth of online Poker over the last few years, there is still a large untapped audience for Poker as it continues to become a natural entertainment choice alongside a game of football or a night out at the cinema.
In addition to the many distribution channels available throughout the Virgin Group and the ability to use collateral from sister Virgin companies, Virgin will be able to offer its players the chance to earn Virgin Atlantic Flying Club points for every hand they play. This has already proved a significant retention tool on Virgin's Casino site.
"Virgin has the perfect brand and position for marketing digital services and I think the partnership between Boss Medias fast growing poker network and the Virgin Games Group is a perfect match," says Peter Bertilsson, CEO of Boss Media.
For further information, please contact:
Peter Bertilsson, VD Boss Media AB (publ), telephone: +46 (0)470-70 30 01 or +46 (0)70-993 25 54,
e-mail: peter.bertilsson@bossmedia.se.
Alistair Laycock, Nelson Bostock Communications, telephone: +44 (0)20 7792 7421,
e-mail: alistairlaycock@nelsonbostock.com.
2005-11-24 15:26
Boss Media has been selected as the supplier of a full-scale poker system soon to be launched by Svenska Spel
Svenska Spel received a permit today to operate an Internet poker site. Boss Media and Svenska Spel are now expanding the current partnership surrounding the instant gaming platform by adding a poker product to svenskaspel.se.
"We are breaking new ground together with Svenska Spel. Internet poker is a very successful product, and the state operators are all very strong in their national markets," says Peter Bertilsson, President of Boss Media.
For further information, please contact:
Peter Bertilsson, President and CEO, Boss Media AB (publ), telephone: +46 (0)470 70 30 01
or +46 (0)70 993 25 54, e-mail: pbe@bossmedia.se
Boss Media AB (publ)
Full year 2005
• Net sales increased by 15 percent to SEK 246 (213) million.
• Royalty revenues increased by 55 percent to SEK 191.1 (123.2) million.
• Profit after financial items was SEK 4.4 (77.6) million.
• Net profit was SEK 8.1 (55.5) million.
• Earnings per share were SEK 0.14 (0.97).
• Non-recurring items had a negative effect of SEK 23.2 million
(positive effect of SEK 10.5 million last year).
http://investors.bossmedia.com/files/bossmedia_q4_2005_en.pdf