For some "light" reading on your journey, may I suggest, as I thought of Solaire when you mentioned Manila, that you go to Bloomberry site (add dot-ph at end of Bloomberry) and check out their quarterly report which shows revenues and results for Solaire's first full quarter (Apr-Jun). Especially see pdf page 42 of 53 which shows its CMGR at 52%!!! Awesome.
Thanks guys......When I get to Macau and Manila I will be visiting all Cotai strip and Solaire properties (Manila), I will give you honest opinion good or bad.
The Solaire casino numbers are impressive tberrynel, especially as they are newcomers to the industry and do not have the database that Henry SY (mpel's partner in Belle Grande casino Manila)has through his mega mall. He is reputed to have 8 million people in his data base and can very much home his marketing to the very rich. Mpel has a very rich data base also and can move clients to Philippines from Macau and vice-versa.
There is no question MPEL's Manila casino will be very profitable indeed, especially as their investment was only 580 million... very smart from Lawrence.
Matrix...See you in November buddy. been in UK 3 months now and it has been great, but more excitement awaits in Asia....Good Luck to all...Thanks Taxx on all your informative posts on both boards....appreciated.