The obvious being what? That you have to get a visa to go to Macau?
The hyping of this company is absurd. This is a $10 stock. The people who think Nevada gambling revenues are going up are morons. Nevada is never coming back to where it was.
Anybody who thinks that China is going to allow people to cash in billions of Renmimbi and gamble in Macau pacata's is dillusional. They don't give a shit how many PEOPLE go there, they care how much MONEY goes there.
Even if that weren't the case, China's stock market is starting to fall. This is going to carry over to it's property markets. China has a currency peg that's not sustainable and a currency that's not trade-able.
This thing is a $10 stock. The whole idea they're going to make 1.5 billion in 2011 is dillusional.