AERCF
I personally don't like the nature of the business. They own nothing, have no exclusive agreements, and revenue/profit fluctuates a great deal. Who says some of those casinos don't boot them out and start up their own promotion departments? Unlikely to happen in a majority of their locations I know, but the potential risk is greater than I wish to take, at any price.
The value may be there but I will sit on the sidelines for now.
-Adam
"What goes down must come up" Inverse Newton