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furls06 14 posts  |  Last Activity: Sep 2, 2014 1:23 PM Member since: Jan 10, 2006
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  • From ggrasia

    Sands 25% SJM 22% Galaxy 21% Melco 13% Wynn 10% MGM 9%

    and . . . I just added 2,000 shares of Galaxy @ 7.36

    Best to all longs
    furls

    Sentiment: Strong Buy

  • Reply to

    Update

    by furls06 Aug 21, 2014 6:21 AM
    furls06 furls06 Aug 26, 2014 7:21 AM Flag

    tf

    I think we are both pretty much on the same page. Also, think we have made the right choices in Macau and being long term.

    Also agree about the photo lack. The ggrmacau site is turning out to be a great resource for info. I will check their archives (only opened last Spring) to see if they have construction photos. They do have articles about other casinos being behind schedule.

    Hang in there pal. The best is yet to come.
    furls

  • Reply to

    Update

    by furls06 Aug 21, 2014 6:21 AM
    furls06 furls06 Aug 25, 2014 2:58 PM Flag

    tf

    Keeping SJM (only a small holding) and just sold Melco. They missed earnings and the Taiwan indictments are not going to be helpful. Going to place my attention to building Galaxy holdings and just maintaining SJM.

    Of all the possibilities I think Galaxy is the most solid. SJM may be the big loser next year with all the attention being on the Cotai strip.

    With the world in a political free-for-all I think holding the home grown players is the best bet.
    Then Macau could get struck by a typhoon!!!

    Hang in there,
    furls

    Sentiment: Strong Buy

  • furls06 by furls06 Aug 22, 2014 11:25 AM Flag

    tf

    Grand Waldo will be relaunched in early 2015 - actually being the first new development in Cotai in 2015. The theme will be around a "Broadway" concept and will include gaming and dining.

    It will target the mass market.

    Galaxy is looking at it as a temporary fix and is working on a longer term development plan for the site.

    Galaxy is going to be the frontrunner in the new wave of casinos to open. Both sands and MGM are experiencing delays in their construction.

    Have seen nothing about Galaxy planning for Hengqin Island but would expect it by the end of this year.

    There is a great new site: ggrasia GGR stands for gross gaming revenue and is loaded with information on all aspects of gaming in Asia.

    Best to all,
    furls

    Sentiment: Strong Buy

  • furls06 by furls06 Aug 21, 2014 6:21 AM Flag

    tf and gang

    Hopefully we have established a bottom line from which to grow. Galaxy has had a very positive first half of the year report in which revenues gained 25% over last year. They are going after the VIP traffic and beating everyone else in that share of the market.

    Phase II is on budget and on schedule for completion by mid-year 2015. Do not know if parts of that operation will be running before mid-year.

    And another dividend of roughly .06 U.S. by October 31. That would make it about .15 for year, which is about 2% yield.

    Going to add in the next couple of months.

    Best to all,
    furls

    Sentiment: Strong Buy

  • SJM Holdings 24.1% Sands China 23.1% Galaxy 20.6% Melco Crown 12.3% Wynn Macau 11.2% MGM 8.8%

    Sentiment: Strong Buy

  • furls06 by furls06 Jul 30, 2014 4:16 PM Flag

    Nice to see this undervalued stock move into $11. Have not seen any news. If anyone has a reason for the jump, other than "it"s about time" please post. Thanks.

    Sentiment: Strong Buy

  • tf and members of the Galaxy,

    Upon reading the nice news of Galaxy, leading the pack, and Star World being in the top 8 casinos that rake in 75% of the gaming revenue in Macau I thought I would look again at the upcoming Phase 2.

    BUILDING AREA doubles in size. ROOMS go from 2,260 to 3,600. New Marriot with 1,100 rooms. New Ritz-Carlton with 250 suites. RESTAURANTS go from 55 to 100. RETAIL STORES go from 40 to 200. GAMING TABLES go from 450 to 950. SLOTS go from 1,500 to 2,500.

    Phase 1 plus phase 2 comprise only 50% of the Galaxy land bank!!!!!

    All of this information is in a Presentation found on Galaxy's website under Investor Relations dated April 26, 2012. On page 20 is a map showing phase 1 & 2 plus where phase 3&4 will be built.

    Best to all longs. Dividend in a week.

    furls

    Sentiment: Strong Buy

  • Reply to

    July

    by furls06 Jul 1, 2014 9:53 AM
    furls06 furls06 Jul 4, 2014 5:00 AM Flag

    tf

    Happy 4th and thanks for the firecracker advice. Think we will be celebrating as we wait for the return of Bo.

    furls

    Sentiment: Strong Buy

  • furls06 furls06 Jul 2, 2014 9:16 AM Flag

    Excuse me! My comment was to simply to let you know that it is possible to include in the "running commentary and emphasis" companies like SJM Holdings and Galaxy (almost half of the Macau market - 25% and 21% GGR in June) in your assessments. Thank you.

    Sentiment: Strong Buy

  • furls06 by furls06 Jul 2, 2014 9:00 AM Flag

    tf & galaxy planeteers

    Casino gaming percentages for the month of June: SJM back in lead with 25%, followed by Sands with 22%. Galaxy followed closely with 21%. Melco had 12% while both Wynn and MGM had 10%.

    furls

    Sentiment: Strong Buy

  • furls06 furls06 Jul 2, 2014 8:31 AM Flag

    Ahem! Own both MPEL and GXYEF (Galaxy) and agree on a lot of your MPEL information. However the biggest footprint in Cotai belongs to Galaxy and they will be the first out of the gate in 2015 with phase 2 of their resort. Just something to keep in mind for those non-followers whose world ends with MPEL/LVS/WYNN/MGM.

    Sentiment: Strong Buy

  • furls06 by furls06 Jul 1, 2014 9:53 AM Flag

    tf & cc & ck & other members of the galaxy

    Wishing us all a great month. It would be nice if we saw a little volume which I believe would bring us back to $8. And . . . a little reminder that at the end of July awaits a 9 cents a share dividend.

    furls

    Sentiment: Strong Buy

  • furls06 by furls06 Jun 27, 2014 10:54 AM Flag

    tf conjuringcanuck cashewking

    And all others.

    In looking for construction photos of Galaxy phase 2 I was led to an interesting article that was in macaubusiness and appeared on 1/25/2014. The article was all about Galaxy racing hellbent to complete phase 2 ahead of schedule and how it was exceeding.

    Assessment is that phase 2 could have a soft opening around the end of this year and be fully operational by mid year. They also suggest that the casino will be finished early according to the progress now being made. Don't know if this is still holding true.

    The earlier is the better for a number of reasons: Staffing will be easier for the first casino completed, more tables and a bigger draw. Six months ahead of Melco Crown and 18 months ahead of Sands, Wynn and MGM will make a difference.

    Waiting on word regarding Hengqin Island plans. It has been a good week. Thankfully. GL

    furls

    Sentiment: Strong Buy

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