Isle of Capri Casinos Inc (fka ISLE)

[ErnieBilco]

The per-share redemption price for the public shares will be approximately $10.01.

The public shares will cease trading as of the close of business on August 26, 2022. As of the close of business on August 26, 2022, the public shares will be deemed cancelled and will represent only the right to receive the redemption amount.

[wholelotamoney]

$ISLE - What a great few years! I think I broke even between the stock and the casino! Congrats everyone!!!

[kpisme]

How much is Laguna paying for each share?

[ValueInvestor15]

ISLE looks slightly overvalued before reporting earnings tomorrow:

Valuation Analysis

[sbaker]

Isle of Capri has had an amazing run up. It doesn't make a lot of sense considering that revenues declined last quarter, EBITDA was flat, and their three biggest markets (Florida, Louisiana, and Colorado) have continued with negative gaming revenue comps. Lake Charles in Louisiana was -15% year over year in May and Pompano in Florida was -5%.

Who is buying the stock and why?

Is it a possible takeover?

[diligentcpa]

Celebrate good times! :)

[diligentcpa]

I like this stock here. Their market is an intriguing play, certainly busy when tourists are in town and I definitely see potential growth. Underperforming recently compared to its peers shows me that there is extra potential upside if some things go its way. I bought some.

[stocktrademan]

$ISLE recent news/filings

bullish

## source: finance.yahoo.com

Wed, 01 Jul 2015 19:20:07 GMT ~ June's 5 Best-Performing Stocks - Analyst Blog


read full: http://finance.yahoo.com/news/junes-5-best-performing-stocks-192007059.html
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Fri, 26 Jun 2015 14:35:02 GMT ~ 3 Momentum Stocks Value Investors Will Love - Analyst Blog


read full: http://finance.yahoo.com/news/3-momentum-stocks-value-investors-143502942.html
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Fri, 26 Jun 2015 00:36:12 GMT ~ 2 Casino Stocks to Double Down, 2 to Fold - Stocks in the News


read full: http://finance.yahoo.com/news/2-casino-stocks-double-down-003612787.html
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Tue, 23 Jun 2015 12:32:12 GMT ~ Is Isle of Capri Casinos an Incredible Value Stock? 3 Reasons Why ISLE Will Be Tough to Beat - Tale of the Tape


read full: http://finance.yahoo.com/news/isle-capri-casinos-incredible-value-123212180.html
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Mon, 22 Jun 2015 12:41:12 GMT ~ Isle of Capri Casinos Stock: 3 Reasons Why It Is a Top Choice for Growth Investors - Tale of the Tape


read full: http://finance.yahoo.com/news/isle-capri-casinos-stock-3-124112740.html
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$ISLE charts

basic chart ## source: stockcharts.com



basic chart ## source: stockscores.com



big daily chart ## source: stockcharts.com



big weekly chart ## source: stockcharts.com



$ISLE company information

## source: otcmarkets.com

Link: http://www.otcmarkets.com/stock/ISLE/company-info
Ticker: $ISLE
OTC Market Place: Not Available
CIK code: 0000863015
Company name: Isle of Capris Casinos, Inc.
Company website: http://www.theislecorp.com
Incorporated In: DE, USA

$ISLE share structure

## source: otcmarkets.com

Market Value: $747,855,592 a/o Jul 01, 2015
Shares Outstanding: 40,600,195 a/o Jun 12, 2015
Float: Not Available
Authorized Shares: Not Available
Par Value: 0.01

$ISLE extra dd links

Company name: Isle of Capris Casinos, Inc.
Company website: http://www.theislecorp.com

## STOCK DETAILS ##
After Hours Quote (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/after-hours
Option Chain (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/option-chain
Historical Prices (yahoo.com): http://finance.yahoo.com/q/hp?s=ISLE+Historical+Prices
Company Profile (yahoo.com): http://finance.yahoo.com/q/pr?s=ISLE+Profile
Industry (yahoo.com): http://finance.yahoo.com/q/in?s=ISLE+Industry

## COMPANY NEWS ##
Market Stream (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/stream
Latest news (otcmarkets.com): http://www.otcmarkets.com/stock/ISLE/news - http://finance.yahoo.com/q/h?s=ISLE+Headlines

## STOCK ANALYSIS ##
Analyst Research (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/analyst-research
Guru Analysis (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/guru-analysis
Stock Report (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/stock-report
Competitors (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/competitors
Stock Consultant (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/stock-consultant
Stock Comparison (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/stock-comparison
Investopedia (investopedia.com): http://www.investopedia.com/markets/stocks/ISLE/?wa=0
Research Reports (otcmarkets.com): http://www.otcmarkets.com/stock/ISLE/research
Basic Tech. Analysis (yahoo.com): http://finance.yahoo.com/q/ta?s=ISLE+Basic+Tech.+Analysis
Barchart (barchart.com): http://www.barchart.com/quotes/stocks/ISLE
DTCC (dtcc.com): http://search2.dtcc.com/?q=Isle+of+Capris+Casinos%2C+Inc.&x=10&y=8&sp_p=all&sp_f=ISO-8859-1
Spoke company information (spoke.com): http://www.spoke.com/search?utf8=%E2%9C%93&q=Isle+of+Capris+Casinos%2C+Inc.
Corporation WIKI (corporationwiki.com): http://www.corporationwiki.com/search/results?term=Isle+of+Capris+Casinos%2C+Inc.&x=0&y=0
WHOIS (domaintools.com): http://whois.domaintools.com/http://www.theislecorp.com
Alexa (alexa.com): http://www.alexa.com/siteinfo/http://www.theislecorp.com#
Corporate website internet archive (archive.org): http://web.archive.org/web/*/http://www.theislecorp.com

## FUNDAMENTALS ##
Call Transcripts (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/call-transcripts
Annual Report (companyspotlight.com): http://www.companyspotlight.com/library/companies/keyword/ISLE
Income Statement (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/financials?query=income-statement
Revenue/EPS (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/revenue-eps
SEC Filings (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/sec-filings
Edgar filings (sec.gov): http://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000863015&owner=exclude&count=40
Latest filings (otcmarkets.com): http://www.otcmarkets.com/stock/ISLE/filings
Latest financials (otcmarkets.com): http://www.otcmarkets.com/stock/ISLE/financials
Short Interest (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/short-interest
Dividend History (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/dividend-history
RegSho (regsho.com): http://www.regsho.com/tools/symbol_stats.php?sym=ISLE&search=search
OTC Short Report (otcshortreport.com): http://otcshortreport.com/index.php?index=ISLE
Short Sales (otcmarkets.com): http://www.otcmarkets.com/stock/ISLE/short-sales
Key Statistics (yahoo.com): http://finance.yahoo.com/q/ks?s=ISLE+Key+Statistics
Insider Roster (yahoo.com): http://finance.yahoo.com/q/ir?s=ISLE+Insider+Roster
Income Statement (yahoo.com): http://finance.yahoo.com/q/is?s=ISLE
Balance Sheet (yahoo.com): http://finance.yahoo.com/q/bs?s=ISLE
Cash Flow (yahoo.com): http://finance.yahoo.com/q/cf?s=ISLE+Cash+Flow&annual

## HOLDINGS ##
Major holdings (cnbc.com): http://data.cnbc.com/quotes/ISLE/tab/8.1
Insider transactions (yahoo.com): http://finance.yahoo.com/q/it?s=ISLE+Insider+Transactions
Insider transactions (secform4.com): http://www.secform4.com/insider-trading/ISLE.htm
Insider transactions (insidercrow.com): http://www.insidercow.com/history/company.jsp?company=ISLE
Ownership Summary (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/ownership-summary
Institutional Holdings (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/institutional-holdings
Insiders (SEC Form 4) (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/insider-trades
Insider Disclosure (otcmarkets.com): http://www.otcmarkets.com/stock/ISLE/insider-transactions

## SOCIAL MEDIA AND OTHER VARIOUS SOURCES ##
PST (pennystocktweets.com): http://www.pennystocktweets.com/stocks/profile/ISLE
Market Watch (marketwatch.com): http://www.marketwatch.com/investing/stock/ISLE
Bloomberg (bloomberg.com): http://www.bloomberg.com/quote/ISLE:US
Morningstar (morningstar.com): http://quotes.morningstar.com/stock/s?t=ISLE
Bussinessweek (businessweek.com): http://investing.businessweek.com/research/stocks/snapshot/snapshot_article.asp?ticker=ISLE



$ISLE DD Notes ~ http://www.ddnotesmaker.com/ISLE

[Fibanotch]

IDGC , isle 2 good ones

[stocktrademan]

$ISLE recent news/filings

a bullish casino

## source: finance.yahoo.com

Wed, 10 Jun 2015 13:04:01 GMT ~ Isle of Capri Casinos (ISLE) Jumps: Stock Rises 15.4% - Tale of the Tape


read full: http://finance.yahoo.com/news/isle-capri-casinos-isle-jumps-130401214.html
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Tue, 09 Jun 2015 18:10:12 GMT ~ Isle of Capri reports Q4, full-year profit


read full: http://www.bizjournals.com/stlouis/news/2015/06/09/isle-of-capri-reports-q4-full-year-profit.html?ana=yahoo
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Tue, 09 Jun 2015 14:42:42 GMT ~ ISLE OF CAPRI CASINOS INC Files SEC form 8-K, Results of Operations and Financial Condition, Financial Statements and


read full: http://biz.yahoo.com/e/150609/isle8-k.html
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Tue, 09 Jun 2015 12:46:13 GMT ~ Isle of Capri Casinos tops Street 4Q forecasts


read full: http://sg.finance.yahoo.com/news/isle-capri-casinos-tops-street-124613760.html
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Tue, 09 Jun 2015 12:46:13 GMT ~ Isle of Capri Casinos tops Street 4Q forecasts


read full: http://finance.yahoo.com/news/isle-capri-casinos-tops-street-124613665.html
*********************************************************

$ISLE charts

basic chart ## source: stockcharts.com



basic chart ## source: stockscores.com



big daily chart ## source: stockcharts.com



big weekly chart ## source: stockcharts.com



$ISLE company information

## source: otcmarkets.com

Link: http://www.otcmarkets.com/stock/ISLE/company-info
Ticker: $ISLE
OTC Market Place: Not Available
CIK code: 0000863015
Company name: Isle of Capris Casinos, Inc.
Company website: http://www.theislecorp.com
Incorporated In: DE, USA


$ISLE share structure

## source: otcmarkets.com

Market Value: $720,500,400 a/o Jun 09, 2015
Shares Outstanding: 40,027,800 a/o Dec 01, 2014
Float: Not Available
Authorized Shares: Not Available
Par Value: 0.01

$ISLE extra dd links

Company name: Isle of Capris Casinos, Inc.
Company website: http://www.theislecorp.com

## STOCK DETAILS ##
After Hours Quote (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/after-hours
Option Chain (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/option-chain
Historical Prices (yahoo.com): http://finance.yahoo.com/q/hp?s=ISLE+Historical+Prices
Company Profile (yahoo.com): http://finance.yahoo.com/q/pr?s=ISLE+Profile
Industry (yahoo.com): http://finance.yahoo.com/q/in?s=ISLE+Industry

## COMPANY NEWS ##
Market Stream (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/stream
Latest news (otcmarkets.com): http://www.otcmarkets.com/stock/ISLE/news - http://finance.yahoo.com/q/h?s=ISLE+Headlines

## STOCK ANALYSIS ##
Analyst Research (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/analyst-research
Guru Analysis (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/guru-analysis
Stock Report (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/stock-report
Competitors (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/competitors
Stock Consultant (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/stock-consultant
Stock Comparison (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/stock-comparison
Investopedia (investopedia.com): http://www.investopedia.com/markets/stocks/ISLE/?wa=0
Research Reports (otcmarkets.com): http://www.otcmarkets.com/stock/ISLE/research
Basic Tech. Analysis (yahoo.com): http://finance.yahoo.com/q/ta?s=ISLE+Basic+Tech.+Analysis
Barchart (barchart.com): http://www.barchart.com/quotes/stocks/ISLE
DTCC (dtcc.com): http://search2.dtcc.com/?q=Isle+of+Capris+Casinos%2C+Inc.&x=10&y=8&sp_p=all&sp_f=ISO-8859-1
Spoke company information (spoke.com): http://www.spoke.com/search?utf8=%E2%9C%93&q=Isle+of+Capris+Casinos%2C+Inc.
Corporation WIKI (corporationwiki.com): http://www.corporationwiki.com/search/results?term=Isle+of+Capris+Casinos%2C+Inc.&x=0&y=0
WHOIS (domaintools.com): http://whois.domaintools.com/http://www.theislecorp.com
Alexa (alexa.com): http://www.alexa.com/siteinfo/http://www.theislecorp.com#
Corporate website internet archive (archive.org): http://web.archive.org/web/*/http://www.theislecorp.com

## FUNDAMENTALS ##
Call Transcripts (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/call-transcripts
Annual Report (companyspotlight.com): http://www.companyspotlight.com/library/companies/keyword/ISLE
Income Statement (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/financials?query=income-statement
Revenue/EPS (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/revenue-eps
SEC Filings (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/sec-filings
Edgar filings (sec.gov): http://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000863015&owner=exclude&count=40
Latest filings (otcmarkets.com): http://www.otcmarkets.com/stock/ISLE/filings
Latest financials (otcmarkets.com): http://www.otcmarkets.com/stock/ISLE/financials
Short Interest (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/short-interest
Dividend History (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/dividend-history
RegSho (regsho.com): http://www.regsho.com/tools/symbol_stats.php?sym=ISLE&search=search
OTC Short Report (otcshortreport.com): http://otcshortreport.com/index.php?index=ISLE
Short Sales (otcmarkets.com): http://www.otcmarkets.com/stock/ISLE/short-sales
Key Statistics (yahoo.com): http://finance.yahoo.com/q/ks?s=ISLE+Key+Statistics
Insider Roster (yahoo.com): http://finance.yahoo.com/q/ir?s=ISLE+Insider+Roster
Income Statement (yahoo.com): http://finance.yahoo.com/q/is?s=ISLE
Balance Sheet (yahoo.com): http://finance.yahoo.com/q/bs?s=ISLE
Cash Flow (yahoo.com): http://finance.yahoo.com/q/cf?s=ISLE+Cash+Flow&annual

## HOLDINGS ##
Major holdings (cnbc.com): http://data.cnbc.com/quotes/ISLE/tab/8.1
Insider transactions (yahoo.com): http://finance.yahoo.com/q/it?s=ISLE+Insider+Transactions
Insider transactions (secform4.com): http://www.secform4.com/insider-trading/ISLE.htm
Insider transactions (insidercrow.com): http://www.insidercow.com/history/company.jsp?company=ISLE
Ownership Summary (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/ownership-summary
Institutional Holdings (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/institutional-holdings
Insiders (SEC Form 4) (nasdaq.com): http://www.nasdaq.com/symbol/ISLE/insider-trades
Insider Disclosure (otcmarkets.com): http://www.otcmarkets.com/stock/ISLE/insider-transactions

## SOCIAL MEDIA AND OTHER VARIOUS SOURCES ##
PST (pennystocktweets.com): http://www.pennystocktweets.com/stocks/profile/ISLE
Market Watch (marketwatch.com): http://www.marketwatch.com/investing/stock/ISLE
Bloomberg (bloomberg.com): http://www.bloomberg.com/quote/ISLE:US
Morningstar (morningstar.com): http://quotes.morningstar.com/stock/s?t=ISLE
Bussinessweek (businessweek.com): http://investing.businessweek.com/research/stocks/snapshot/snapshot_article.asp?ticker=ISLE



$ISLE DD Notes ~ http://www.ddnotesmaker.com/ISLE

[Enterprising Investor]

Isle of Capri Casinos tops Street 4Q forecasts (6/09/15)

ST. LOUIS (AP) _ Isle of Capri Casinos Inc. (ISLE) on Tuesday reported fiscal fourth-quarter net income of $3.1 million, after reporting a loss in the same period a year earlier.

On a per-share basis, the St. Louis-based company said it had profit of 8 cents. Earnings, adjusted for one-time gains and costs, were 58 cents per share.

The results surpassed Wall Street expectations. The average estimate of three analysts surveyed by Zacks Investment Research was for earnings of 41 cents per share.

The casino operator posted revenue of $285.7 million in the period, also beating Street forecasts. Three analysts surveyed by Zacks expected $266.8 million.

For the year, the company reported net income of $5.2 million, or 13 cents per share, swinging to a profit in the period. Revenue was reported as $996.3 million.

Isle of Capri Casinos shares have increased 86 percent since the beginning of the year. The stock has more than doubled in the last 12 months.

http://www.cnbc.com/id/102744485

[Enterprising Investor]

Leon Cooperman recommended GLPI at Delivering Alpha.

Second was "income and growth," where he picked Atlas Energy, Gaming and Leisure Properties, KKR and Nordic American Offshore.

http://www.cnbc.com/id/101838757

[Enterprising Investor]

Gaming and Leisure Properties, Inc's Potential Buyout of Isle of Capri Is a Triple Win For Investors (7/16/14)

By Christian Sgrignoli

The gaming-REIT business model of Gaming and Leisure Properties (NASDAQ: GLPI ) is starting to win supporters, especially since the press received a leak about the potential buyout of Isle of Capri (NASDAQ: ISLE ) .

The REIT status provides benefits which include decreased taxes, lower borrowing costs, and more ability to focus on operations. Foolish investors should expect Gaming and Leisure Properties to buy Isle and continue along a growth trajectory since it is a first mover in a high-value business.

GLPI Background
Gaming and Leisure Properties was separated from Penn National Gaming (NASDAQ: PENN ) in November 2013 through a tax-free spin-off of Penn's real estate assets.

After the completion of the spin-off, Gaming and Leisure became a publicly traded REIT and leased back most of the real estate assets to Penn under a 15-year operating lease.

Interestingly, Penn also transferred over all of the assets and liabilities of Hollywood Casino Baton Rouge and Hollywood Casino Perryville, which Gaming and Leisure now owns and operates through an indirect, wholly owned subsidiary.

As of March 31, 2014, Gaming and Leisure's portfolio consisted of 22 gaming and related facilities in 13 states. Of its 22 properties, it leases 19 facilities to Penn (including two properties under development in Dayton, Ohio and Mahoning Valley, Ohio), and acquired the Casino Queen in St. Louis in January 2014.

Gaming and Leisure expects to grow its portfolio by acquiring additional gaming facilities to lease to gaming operators.

Gaming REIT benefits
Penn's gaming REIT spin-off was the first of its kind and required a positive "private letter ruling" from the IRS, which it gained in 2013. This new REIT model has a couple of benefits for the gaming industry.

1. Due to the pass-through treatment provided to REITs, they do not have to pay corporate federal income tax on earned rent.

2. REIT's have lower borrowing costs, or cost of capital, than gaming companies. For example, Gaming and Leisure has a long-term average interest rate of 4.6% on all of its long-term debt until March 2019. On the other hand, Isle has an average interest rate of approximately 7.4% on its long-term debt until 2019.

3. For a gaming company strapped with debt, a REIT spin-off opens up borrowing capacity and allows management to focus on other issues, so it can compete more aggressively for state gaming licenses and casino development.



Isle-GLPI deal specifics
Reuters recently reported that unknown sources had told it about a deal between Isle and Gaming and Leisure which could finalize within weeks. Since there are currently no SEC filings regarding an acquisition, Foolish investors are left to a great deal of speculation.

Deutsche Bank gaming specialist Carlo Santarelli explained why GLPI would pay around $15.80 per share for ISLE:

For starters, we assume a straight sale of ISLE. While a sale leaseback is a possibility, we see a straight sale as more likely. Ultimately, the math to GLPI is largely unchanged regardless of the setup, though a straight sale likely elongates the process given our view that multiple operators are likely to be needed. Under our sale assumptions, we believe GLPI could pay 9.0x for ISLE, which values ISLE shares at ~$15.80.

The idea of a REIT buying a gaming company is interesting because the REIT will not be able to directly operate the casinos. Gaming and Leisure will need an operating partner for the gaming operations. One route Gaming and Leisure might take is splitting up the operations using a taxable REIT subsidiary like it does with its other two casinos.

Win-win-win
I believe a deal between Isle and Gaming and Leisure will go through because it would provide the following benefits:

1. Gaming and Leisure Properties would increase its asset base and receive more rent payments.

2. Isle would get bought out at a premium.

3. The domestic gaming industry would become less saturated. Since Penn National shareholders received Gaming and Leisure shares from the spin-off, much of their ownership overlaps. For instance, Gaming and Leisure's CEO Peter Carlino is the chairman and largest shareholder of Penn National Gaming. This should ease the competitive gouging that has occurred in the gaming industry in recent years.

Foolish takeaway
The versatility provided by Gaming and Leisure Property's REIT spin-off is creating value for shareholders of both corporations. Benefits like decreased taxes, lower borrowing costs, and a lower debt load make the gaming-REIT business model strong.

Although no official release has appeared on the Isle acquisition, the deal appears likely given the value it would create. Foolish investors should stay away from the craps tables and put their chips on this win-win-win scenario.

http://www.fool.com/investing/general/2014/07/16/gaming-and-leisure-properties-incs-potential-buyou.aspx

[Enterprising Investor]

Why Isle of Capri Casinos Stock Tumbled Friday (7/12/14)

By Jeremy Bowman

Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of Isle of Capri Casinos (NASDAQ: ISLE ) hit a cold streak on Friday, falling 14% after the company announced a surprise management change last night.

So what: The casino chain said it eliminated the executive chairman position held by Jim Perry and named current vice chairman Robert Goldstein (non-executive) chairman of the board. It also removed the position of the position of chief strategic officer and moved current CSO Eric Hausler to chief financial officer. CEO Virginia McDowell explained the move as an effort to "streamline our business and look for more efficient ways to operate our business." The company also eliminated several other senior positions, saving the company $2.5 million a year.

Now what: The stock seemed to sell off because investors believe the management shift doused the likelihood that Isle of Capri will get acquired. The regional gaming company has underperformed the industry in recent years as competition has stepped up, with more states legalizing gambling. Gaming and Leisure Properties was rumored to be interested in purchasing Isle of Capri's 15 properties, but the management shakeup may have cooled off the deal, as it's odd to see major changes in leadership ahead of M&A activity. Before Friday's news, shares of Isle of Capri had jumped more than 50% since mid-June on rumors of a buyout.

http://www.fool.com/investing/general/2014/07/12/why-isle-of-capri-casinos-stock-tumbled-friday.aspx

[Enterprising Investor]

Exclusive: Isle of Capri Casinos in renewed sale talks - sources (6/30/14)

By Mike Stone

(Reuters) - Isle of Capri Casinos Inc (ISLE.O) is in advanced talks to sell itself to casino real estate owner Gaming and Leisure Properties Inc (GLPI.O), people familiar with the situation said on Monday.

St. Louis Missouri-based Isle of Capri renewed discussions in recent months with Gaming and Leisure Properties, a real estate investment trust (REIT), after a broader sale process involving several potential buyers petered out earlier this year, the people said.

Shares of both companies surged after news of the talks. Isle's stock jumped as much as 10 percent before closing up 5 percent. Gaming and Leisure Properties closed up 2.2 percent.

Isle of Capri, advised by boutique investment bank Peter J Solomon, is weeks away from a potential deal, the people said, cautioning that the talks could still fall apart.

Isle of Capri has an enterprise value of $ 1.29 billion, comprised of $969 million in debt and $325 million in equity value. It owns and operates 15 gaming and entertainment facilities in Mississippi, Louisiana, Iowa, Missouri, Colorado, Pennsylvania and Florida, according to the company's last earnings announcement.

Spokespersons for Isle of Capri and Peter J. Solomon Company declined to comment. Gaming and Leisure Properties did not immediately respond to a request for comment. The people asked not to be named because the talks were not public.

A transaction, if finalized, would require the REIT to locate an operating partner for each of Isle of Capri Casino's gaming operations. Because Gaming and Leisure Properties is a REIT, for tax purposes it must receive a vast majority of its revenue from tenant rent, not casino operations.

In addition to having to line up an operating partner, the transaction would also require shareholder approval and gaming license transfer approval in many jurisdictions, one of the people added.

Gaming and Leisure Properties is a REIT created by the spin-off of Penn National Gaming Inc's (PENN.O) real estate assets in 2013.

Since the spin-off, Gaming and Leisure Properties has been aggressively looking to expand their real estate holdings by approaching casinos, the people said.

So far this year, Isle's stock is down over 11 percent, Penn National is down more than 16 percent.


(additional reporting by Soyoung Kim; editing by Andrew Hay)

http://www.reuters.com/article/2014/06/30/us-isle-capri-casi-sale-exclusive-idUSKBN0F52J420140630

[stocktrademan]

Isle of Capris Casinos, Inc. [$ISLE] due diligence

bullish

$ISLE

DD Notes ~ http://www.ddnotesmaker.com/ISLE

##### recent news/filings ~ source: finance.yahoo.com

Thu, 03 Jul 2014 21:15:55 GMT ~ Nasdaq stocks posting largest percentage increases
read full: http://sg.finance.yahoo.com/news/nasdaq-stocks-posting-largest-percentage-220237991--finance.html
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Thu, 03 Jul 2014 06:44:15 GMT ~ Isle of Capri Casinos (ISLE) Soars: Stock Adds 12.1% in Session
read full: http://finance.yahoo.com/news/isle-capri-casinos-isle-soars-064415513.html
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Wed, 02 Jul 2014 21:34:00 GMT ~ [video] Stock Pops & Drops: SFLY, GILD, GPRO, ISLE
read full: http://www.cnbc.com/id/15840232?play=1&video=3000289274&__source=yahoo%7cheadline%7cquote%7cvideo%7c&par=yahoo
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Wed, 02 Jul 2014 15:15:00 GMT ~ Why Isle of Capri Casinos (ISLE) Stock Is Up Today
read full: http://www.thestreet.com/story/12763777/1/why-isle-of-capri-casinos-isle-stock-is-up-today.html?puc=yahoo&cm_ven=YAHOO
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Tue, 01 Jul 2014 20:57:45 GMT ~ Gaming and Leisure could pay $15.80 for Isle of Capri, says Deutsche Bank
read full: http://finance.yahoo.com/news/gaming-leisure-could-pay-15-205745146.html
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##### chart ~ source: stockcharts.com



##### chart ~ source: eoddata.com



##### company info ~ source: otcmarkets.com

Link: http://www.otcmarkets.com/stock/ISLE/company-info
Ticker: $ISLE
OTC Market Place: Not Available
CIK code: 0000863015
Company name: Isle of Capris Casinos, Inc.
Company website: http://www.theislecorp.com
Incorporated In: DE, USA

##### extra dd links

Edgar filings: http://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000863015&owner=exclude&count=40
Latest filings: http://www.otcmarkets.com/stock/ISLE/filings
Latest financials: http://www.otcmarkets.com/stock/ISLE/financials
Latest news: http://www.otcmarkets.com/stock/ISLE/news - http://finance.yahoo.com/q/h?s=ISLE+Headlines

Major holdings: http://data.cnbc.com/quotes/ISLE/tab/8.1
Insider transactions (1): http://finance.yahoo.com/q/it?s=ISLE+Insider+Transactions
Insider transactions (2): http://www.secform4.com/insider-trading/ISLE.htm
Insider transactions (3): http://www.insidercow.com/history/company.jsp?company=ISLE

RegSho: http://www.regsho.com/tools/symbol_stats.php?sym=ISLE&search=search

DTCC: http://search2.dtcc.com/?q=Isle+of+Capris+Casinos%2C+Inc.&x=10&y=8&sp_p=all&sp_f=ISO-8859-1
Spoke company information: http://www.spoke.com/search?utf8=%E2%9C%93&q=Isle+of+Capris+Casinos%2C+Inc.
Corporation WIKI: http://www.corporationwiki.com/search/results?term=Isle+of+Capris+Casinos%2C+Inc.&x=0&y=0
WHOIS: http://whois.domaintools.com/http://www.theislecorp.com
Alexa: http://www.alexa.com/siteinfo/http://www.theislecorp.com#
Corporate website internet archive: http://web.archive.org/web/*/http://www.theislecorp.com

Short Sales: http://www.otcmarkets.com/stock/ISLE/short-sales
Insider Disclosure: http://www.otcmarkets.com/stock/ISLE/insider-transactions
Research Reports: http://www.otcmarkets.com/stock/ISLE/research
Historical Prices: http://finance.yahoo.com/q/hp?s=ISLE+Historical+Prices
Basic Tech. Analysis: http://finance.yahoo.com/q/ta?s=ISLE+Basic+Tech.+Analysis
Company Profile: http://finance.yahoo.com/q/pr?s=ISLE+Profile
Key Statistics: http://finance.yahoo.com/q/ks?s=ISLE+Key+Statistics
Industry: http://finance.yahoo.com/q/in?s=ISLE+Industry
Insider Roster: http://finance.yahoo.com/q/ir?s=ISLE+Insider+Roster
Income Statement: http://finance.yahoo.com/q/is?s=ISLE
Balance Sheet: http://finance.yahoo.com/q/bs?s=ISLE
Cash Flow: http://finance.yahoo.com/q/cf?s=ISLE+Cash+Flow&annual
Market Watch: http://www.marketwatch.com/investing/stock/ISLE
Bloomberg: http://www.bloomberg.com/quote/ISLE:US
Morningstar: http://quotes.morningstar.com/stock/s?t=ISLE
Bussinessweek: http://investing.businessweek.com/research/stocks/snapshot/snapshot_article.asp?ticker=ISLE
Barchart: http://www.barchart.com/quotes/stocks/ISLE
OTC Short Report: http://otcshortreport.com/index.php?index=ISLE
Investopedia: http://www.investopedia.com/markets/stocks/ISLE/?wa=0

http://www.pennystocktweets.com/stocks/profile/ISLE

##### last known share structure ~ source: otcmarkets.com

Market Value: $406,655,897 a/o Jul 03, 2014
Shares Outstanding: 39,829,177 a/o Dec 03, 2013
Float: Not Available
Authorized Shares: Not Available
Par Value: 0.01

##### business description ~ source: otcmarkets.com



DD Notes ~ http://www.ddnotesmaker.com/ISLE
cnds

[Bob22701]

ISLE - Current Report Filing (8-k)

8-K Link

GLTA
Bob

[Bob22701]

ISLE - Isle of Capri Casinos, Inc. Will Report FY 2013 Third Quarter Results

News Link

GLTA
Bob

[Bob22701]

ISLE - Quarterly Report (10-q)

Posted late

10-Q Link

GLTA
Bob

[Bob22701]

ISLE - Isle of Capri Casinos, Inc. Completes Sale of Biloxi, Miss. Property

News Link

GLTA
Bob