Calls
1
u/NerfLapras
Reddit r/ValueInvesting
Win Rate
0.0%
return
-2.7%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 12
$22.78
-2.7%
The author says FDJU.PA is a mispriced French gambling monopoly after a 35% share-price decline, citing a legal monopoly, 30,000+ points of sale, a 24% recurring EBITDA margin, and a 35% core lottery margin. The Kindred/Unibet acquisition raised digital revenue from 12% to over 30%, and despite the €2.5B debt taken on and a French tax hike, the author views it as a cash-cow business that can deleverage by 2026. Management's 75% payout policy supports a roughly €2.10 dividend and a ~9% yield, while 5.89% short interest and about 21 days to cover could amplify upside. The Feb 19 annual results are the catalyst, with the main stated risk being debt/tax headwinds and execution on Kindred integration and deleveraging.
Gaming & Leisure
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u/NerfLapras has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: FDJU.PA.
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