Jake Joyce

Rumor has it @TheRoaringKitty is taking a position in $UONE??

UONE received $150M in May for their initial investment in MGM several years back. More than a 4x return.

They’ll use this cash plus stock sale (later) to fund their portion of construction without the need of a loan in this terrible lending environment. Market cap will settle at about $1.3B. Central Virginia is a huge untapped market with high income households and no black market of slot machines like you see in many other states.

Listen to Carl announce buy back program during earnings call and raise guidance for year on energy.

He doesn’t have to give details but the comment alone can cause a nice squeeze to put the short raiders out to pasture.

Easy $50 stock. The two properties near it (1-3 hour drive) both do over $700M in gaming revenue and over $200M in EBITDA.

$UONE will take 20% of each competitor’s pie and have its own local monopoly. Based on EBITDA, the valuation of this company should be $2B or at least 5x current stock price.

Lastly, 10%+ of casino OpEx is dedicated to marketing. Being owned by a media company could really help synergies to lower cost of market penetration and brand awareness. High potential to outperform in the gaming segment with a larger market cap.