continue to keep warm (stay away) and reassess after May

Boss should appear in the media soon. additional 4mil customer deposits received in q4. fy2026 should be a new record for its revenue.

hi huathuat, I will continue to hold this stock unless the ops margin says the opposite (<5%) and Irelia exiting. as for strategy, risk off mode in q4 and risk on mode in q1&q2 according to the seasonality.

I have no idea what he is aiming for but here's my perspectives which could be wrong based on the numbers, Eddy. The boss is telling the funds/insti that he is managing the situation and within control. Lol, no pun intended. Here's the logic - GenM nosh is at 5938.04 mil and 7 cents dividend translates to 415M payout. But Gent owns 73.13% which means 304M goes to Gent and 111M goes to minority shareholders. Gent nosh is at 3876.90 mil and 5 cents dividend translates to 194M. Gent is receiving 304M but paying out 194M and keeping 110M. (1) 1st message is probably to tell the funds/insti that he is strengthening Gent's balance sheet. Now, its an open secret that Gent's capex requirements for the next few years will be high and RWNYC table games is targeted to go live sometime mid of this year. There is the situation of the timing of capex needs (outflow) versus prospects of recovery from RWS / RWLV / contribution from RWNYC table games (inflow). (2) 2nd message boss is probably hinting to funds/insti - Stay with Gent and I am retaining the cash within Gent and managing the cash flow of the group. Boss is paying out modest div but conservative to maintain investors confidence given the capex needs timing; manageable if you will.

that's true, restia. trust the management and company is probably popularised by warren buffett value investing approach but unfortunately not easy to find. And news/event driven trades is so common nowadays.

end game if Irelia starts dumping :)

haha. from mythical years of endless growth to zealous earnings towering returns inflated xfactor

fuhh... boss is worried of rowdy AGM and hence decided to give 5 cents dividend for Gent and 7 cents dividend for GenM? Overall leisure and hospitality segment for Gent group showing softer revenue for q4 comparing to q3 except RWLV which is higher than q3. UK assets is a surprise comparing to q3fy25 and ebitda margins is better than the US segment; >20% impressive if you will. RWLV ebitda margins inching up comparing to q3fy25 but not significant enough still below 10%. Catskills, Hudson Valley, Bahamas and NYC same2 below 20% still. Its still the US assets dragging.

new concrete foundation takes time to cure; takes about a month to fully cure. This one just made a new low and has to settle down/"cure" first. let the funds/insti take the lead for the curing as they have the resources to do so. Not possible to have v-recovery unless announcement of major contract/order from their customers. chillax first.

5-3-5 it is. Boss delivered team 62 is happy. More deposits from customers :)