Author argues VIP Play (VIPZ) is a bullish speculative reset play after a technology rebuild, tighter float, and experienced gaming management, while warning it remains OTC-only discretionary money.
VIPZ — LONG Author is bullish on VIP Play (VIPZ) after a full technology rebuild and a tighter float, arguing the stock has completed the painful cleanup phase that kills most OTC names. The stated mechanism is that new CRM/payment/marketing infrastructure plus gaming-experienced leadership, including Black Fire Innovation and CEO Les Ottolenghi, should enable scaling as VIPZ expands from Tennessee into DFS and skill-based gaming. Author cites Tennessee alone as a $5.7 billion gambling market and says adding territories opens a larger total addressable market, with uplisting and infrastructure changes as part of the plan. Main stated risk is that VIPZ remains OTC and should only be bought with speculative discretionary money.
My view: VIPZ has already gone through the painful cleanup phase that kills most OTC names. What we are seeing now looks like a reset base, a tighter float, and execution that matches what management said they would do, I like the fact this is not hyped up.