Welcome to the latest edition of the WE+M podcast. This week, Scott and Jake discuss the news from Super Group on Wednesday and its ‘warning of a warning’, which sent its shares spiraling down by over 27% on the day. Next up, they take a look at Catena Media’s statement from last week that it is undertaking a strategic review after receiving offers for parts of its business. Then there is a brief word about the (still) pending UK government white paper on gambling.

Super Freak Rick James

Super Group

Wagers.com Earnings+More

May 25: Super Group shares crash on forecast warning

Good afternoon. Here is today’s agenda. Super Group says it will cut FY22 forecasts on European concerns. Scout Gaming goes for a cash call; Esports Entertainment warns. Better Collective gets an upgrade on 2022 revenues. Warning. Click below…

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18 hours ago · 1 like · Wagers.com Earnings+More

Meanwhile, the shares are down 27% over the past five days.

Catena Media

Wagers.com Earnings+More

May 23: Catena considers breakup

Good morning. On today’s agenda: Catena Media admits to enquiries about a breakup. Jefferies suggest there is “higher value to capture” at Sportradar. Our startup focus is F2P operator Fliff. Breaking up. Click here…

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3 days ago · 1 like · Wagers.com Earnings+More

Dutch trouble: The regulator in the Netherlands warns affiliates to pay attention to the rules.

UK white paper

Charles Cohen from the Department of Trust on gambling and the (Andrew) Black market.

The Pinchpoint

Confronting the black market argument

Welcome to the Pinchpoint edition #3. Thank you for subscribing. The frequency of the leaks about what is to come in the UK government’s white paper on gambling must mean that the final verdict will be with us soon. On the same day earlier this week, VIVIO GamblingCompliance reported that £2 limits for online slots are definitely going to be imposed, whi…

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2 days ago · Wagers.com Earnings+More

Further reading

Snap, crackle and pop: Shares plunge as Snap says it will miss its earnings estimates.

John Authers on the growth company trap: “The severity of the response shows that expectations of growth companies are high, and that there is no tolerance for a weakness.”

Worst-case scenario: “Sequoia laid out the case for a long and drawn-out recession, and instructed founders to “do the cut exercise” immediately if they haven’t already done so by examining ways to conserve cash through eliminating or scaling back projects, R&D, marketing and other expenses.

What we’re writing: For CDC Gaming, Jake Pollard looks at whether US online gambling stocks can beat the clock.

What we’re reading: Cardrooms enter California sports betting ballot battle.

Calendar

• May 26: Rivalry Q1

• May 31: Gambling.com Group Q1

Contact us

• Scott Longley scott@clearconcisemedia.com

• Jake Pollard jake@openmediaservices.com