Electronic Game Card, Inc (fka EGMIQ)

[riskanalyst]

I think Bally's significance to EGMI is their future plans in US distribution. Bally's is larger than Scientific Games in terms of market cap, so they are a significant partner. Good thing is they are in a entirely different market. I would love to see eventually how they plan to get back into the US lottery market once the SGMS contract expires. Given their initial success in the testing phases of the Iowa and Kansas lottery several years ago, it would be an easy way for them to build a revenue stream. These are certainly unknowns not built into current forecasts. That's why I still have not let go of any of my shares. Its easy to rant about potential opportunity, but the quantity of opportuntities here makes EGMI compelling.