Welcome to the latest edition of the WE+M podcast. This week, Scott and Jake discuss the names in the hat for any potential M&A involving Kambi; they discuss the fallout from Coolbet founder and GAN shareholder Jan Svendsen’s LinkedIn and Reddit attack on GAN’s board; and lastly, there is a discussion about Gambling.com’s first-quarter earnings including CEO Charles Gillespie’s comments about the UK gambling review white paper.

God save the Queen. Click below:

Further reading

Kambi rumors

Alinea Capital Management’s thread can be found here on Twitter.

Alinea Capital Management AS @AlineaCapital

Ever since $Kambi gained access to repay its convertible bond (“poison pill”), rumors have swirled regarding a potential acquisition of the company. We believe there could be merits to the rumors. In the table below, we have highlighted who we believe could be potential buyers:

May 27th 2022

24 Retweets161 Likes

WE+M reports on Kambi’s Q1 results:

Wagers.com Earnings+More

Apr 27: Kambi: clients up, profit down

Good morning. On today’s agenda we have: Post-DraftKings, supplier Kambi suffers a revenue and profit fall. Boyd Gaming sees the positives despite macro fears. Morgan Stanley says Q1 sports-betitng GGR misses its target. Long shot kick de bucket. Click below…

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a month ago · Wagers.com Earnings+More

GAN slammed

Wagers.com Earnings+More

May 31: GAN slammed by ex-Coolbet founder

Good afternoon. In today’s news: GAN is under attack from shareholder and former Coolbet founder Jan Svendsen. Gambling.com posts record North American numbers. An Oslo hedge fund runs the rule over potential Kambi acquirers. Cool for cats. Click below…

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2 days ago · Wagers.com Earnings+More

Svendsen’s LinkedIn post and the Reddit thread and WE+M on GAN’s Q1 earnings:

Wagers.com Earnings+More

May 17: ‘We have a strong hand in Cali’, says GAN

Good morning. On the agenda for today: ‘Challenged’ GAN offers up positive B2B and B2C numbers. Jefferies argue DraftKings is not facing a cash crunch. The New Jersey data illustrates FanDuel’s success. Disco Gardens. Sign up now…

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

Please note, due to Scott and Jake being at Betting on Sports Europe next week, the next WE+M podcast will be sent on June 16.

Gambling.com and affiliate chatter

Kim Lund @InfiniteEdgeKim

Day whatever of me suggesting that the discrepancy between affiliates reporting record growth and their operating partners in North America reporting record losses is under-reported, under-discussed and - obviously - unsustainable. How will this play out? A three tweet thread.

Kim Lund @InfiniteEdgeKim

And now to the other side of this alleged #winwin relationship: ”Record performance driven by… exceptionally strong growth… particularly in [drumroll!] NY.” https://t.co/ECF2aoa9pG

June 2nd 2022

1 Like

On social

Neil Roarty @neilroarty

This is convenient isn’t it? Prince Andrew tests positive for Covid - BBC NewsThe Queen’s son will miss the Jubilee thanksgiving service “with regret”, Buckingham Palace says.bbc.co.uk

June 2nd 2022

Calendar

• June 8-9: WE+M@Betting on Sports Europe

Contact us

• Scott Longley scott@clearconcisemedia.com

• Jake Pollard jake@openmediaservices.com