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  • Las Vegas Sands: Attractive Again On Recent Dip [View article]
    aidan555
    Number 1) Mass Market share for LVS.
    Number 2) LVS is on Cotai with 9000 rooms and WYNN is on the peninsula with 1000 rooms.
    Number 3) When WYNN does open on Cotai they will get 2000 more rooms and LVS will have over 12,000 rooms.
    Number 4) LVS has over 40 % of the rooms in Macau and the highest Market share of any operator.
    Number 5) Just one more point about Steve Wynn. Sheldon Adelson went to Steve Wynn and offered him a part of the Cotai Strip and Steve Wynn told him that he was nuts and it would never work.
    Steve Wynn was offered 50% of the Singapore market and he turned it down and said Sheldon Adelson would go broke if he invested in Singapore.
    One of the richest men in Japan helped Steve Wynn build his casinos and Steve Wynn took all of his shares from him and is paying him back at 2%. Now Steve Wynn wants a place at the head of the table in Japan. Japan will be a 40 Billion market and Sheldon Adelson will get the prime location. JMHO
    Apr 16 10:58 AM | 1 Like Like |Link to Comment
  • Las Vegas Sands Revisited: The Sell Off Opportunity [View article]
    By 2023 Macau will have 7,748 gaming tables making 30,000 plus dollars a day per table. This alone gives you 85 to 100 billion in revenue. Add in The malls , rooms , electronic table games and slots and you can see what will happen in the next 5 to 10 years.

    Responding to Legislative Assembly (AL) Vice President Ho Ion Sang’s questions about why the government has set the average growth in the total gaming tables at three percent over 10 years from 2013 and whether such a growth rate meant that the government would continue to be “favorably biased” towards the gaming industry, Tam said that such a growth rate was “acceptable”.

    “The government has basically signed 20-year contracts with the six gaming operators… the government has to review [the development of the gaming industry over the years] as we are just half way through the contracts,” Tam said, adding, “The rapid development of the gaming sector has brought a great deal of pressure to the overall development of Macau.”

    Tam also said that “after listening to the opinions of different sectors, the gaming sector’s development should be strictly regulated … In the 10 years from 2013, the number of gaming tables will be increased by nearly 2,000,” Tam said, adding that “such an increase in the number of gaming tables will take place over a few years, this is acceptable.”

    Tam stressed, “It is an unarguable fact that the gaming industry’s development has benefited the whole of society … if the city’s gaming sector could not further develop this would impact Macau ’s future economic environment.”

    “Thus there must be room for the gaming sector to further develop … to maintain its vitality for the city’s development,” Tam added.

    http://bit.ly/R6eyOF
    Apr 10 12:24 PM | Likes Like |Link to Comment
  • Las Vegas Sands Revisited: The Sell Off Opportunity [View article]
    If China's GDP doubles, and gaming revenue as a percentage of the economy doubles, it's easy to conceive that gaming revenue could quadruple to around $200 billion by 2023. Put another way, that would be 16% annual growth, a level Macau has surpassed over the past decade.

    A $200 billion gaming market may seem impossible to fathom, but as the region grows and resorts expand, it's a distinct reality. That would be a boon for Las Vegas Sands.

    http://bit.ly/R68lCv
    Apr 10 11:53 AM | 1 Like Like |Link to Comment
  • Las Vegas Sands Revisited: The Sell Off Opportunity [View article]
    Las Vegas Sands built the Marina Bay Sands in Singapore and has the most number of hotel rooms between the only two casino's allowed in Singapore. But wait there's more. Sheldon Adelson the CEO and major share holder and visionary will build 2500 more rooms next to the Marina Bay Sands. Adelson likes to add more rooms just as he is adding the new Parisian on the Cotai strip in Macau that will have 4000 rooms and open in 2015 as well as the St Regis in Macau that will also add more rooms. The name of the game in the future will be Mass Gaming. Macau revenue will keep growing to over 200 Billion dollars a year and they are just at the start. China has 1.3 Billion people and they are spending Billions of dollars to bring people to Macau by High Speed Rail. Planes,Boats, and Bridges.

    Japan will legalize gambling and they already know that Adelson is the only operator that has proven his vision of conventions,shopping,the art exhibits, and the ambiance that has come to be the Las Vegas Sands experience. Japan wants Adelson to spend his 10 Billion dollars in Japan and bring in 40 billion dollars a year.

    Las Vegas Sands just keeps on growing revenues and paying dividends. What will change in the future is Adelson will make more money, pay more dividends and the stock will go higher making him the richest man in the world.
    So as the women in the restaurant in "When Harry Met Sally" said " I'll Have whatever she's having,". I want more shares of what Adelson is having.
    Apr 10 11:11 AM | 1 Like Like |Link to Comment
  • Why Is The Cotai Vision A Boon For Las Vegas Sands? [View article]

    This will give you an idea on the impact Chimelong Hengqin Bay Hotel is with just 1,888 rooms but it’s regarded by the Macau government and by the Zhuhai government in Beijing as an important complement to Macau’s own tourism offer – both in terms of adding extra capacity nearby, and in its appeal to families who may not want to spend all their time in the casino jurisdiction.

    http://bit.ly/1gCKlvR
    Mar 16 01:43 PM | Likes Like |Link to Comment
  • Why Is The Cotai Vision A Boon For Las Vegas Sands? [View article]
    This is a link to some charts you may want to look at.

    http://bit.ly/1cN3GyB
    Mar 16 12:08 PM | Likes Like |Link to Comment
  • Why Is The Cotai Vision A Boon For Las Vegas Sands? [View article]
    Steve Wynn will open 2000 new rooms on Cotai in 2016 for a total of 3000 rooms.
    Sheldon Adelson will add 3000 rooms in 2015 at the Parisian. The bridge from Hong Kong to Cotai will open in 2016 and we will see a new source of customers coming to Adelson's vision.

    Over 12000 rooms is what Las Vegas Sands will have and that's over 40% of all the casino's room capacity .

    You will also see Las Vegas Sands win the bid for a casino in Japan and the Marina Bay Sands in Singapore will expand its market.
    Mar 16 11:50 AM | Likes Like |Link to Comment
  • Why Is The Cotai Vision A Boon For Las Vegas Sands? [View article]
    Led by MIT engineers and Wall Street analysts, Trefis.com helps you understand how a company's products, that you touch, read, or hear about everyday, impact its stock price.

    Surprisingly, the founders of Trefis discovered that along with most other people they just did not understand even the seemingly familiar companies around them
    like Las Vegas Sands .

    The revenue from gambling in Japan is over 200 billion a year now and they have one tenth the population of China and they are in a 20 year recession. Trefis is just banging on the same drum as all the other analysts that China will crash.
    Las Vegas Sands will have 25% to 30% Market share because they have over 40% of the rooms in Macau and they are next to the Lotus bridge that connects Macau with Henqgin Island which has an amusement park like Disneyland. When the new bridge from Hong Kong is done in 2016 Las Vegas Sands will have the Parisian in full operation with a replica of the Eiffel Tower in front. The idea that 1.3 billion people with little to no debt will not have the desire to go to Macau to see the entertainment and gamble is just a lack of understanding of the Asian market. JMHO
    Mar 12 11:36 AM | Likes Like |Link to Comment
  • Las Vegas Sands Should Continue To Come Up Aces [View article]
    Sands has over 40% of the rooms and now that Hengqin Island is in play Sands could go on to 30% market share. On a market that can grow to 150 billion a year. JMHO
    Feb 26 11:26 AM | Likes Like |Link to Comment
  • Las Vegas Sands: Focus On Macao And Premium Valuation Remain Concerns [View article]
    I just thought I would include this post on this board. I know a country that has been in a recession for over 20 years and they love to gamble. Generating an estimated $234 billion in gross revenue per annum from gambling and employing over 310,000 employees,
    The Japanese pachinko industry ( gambling ) is the largest service industry sector in Japan. Pachinko is the most popular source of leisure and entertainment, (including dining), in Japan and a regular component of the Japanese lifestyle. In a country with a population of 127 million, an estimated 16.7 million Japanese play pachinko at some time each year, while an estimated 11 million people play on a regular basis.
    Sheldon Adelson ( owner of Las Vegas Sands) will get to build an Integrated Resort ( he may win two locations) in Japan. When he does I think the potential for that revenue will be greater than most people think.
    In Macau the revenue will be over 115 billion dollars in the coming years and LasVegas Sands has the most hotel rooms and the most number of tables and that will not change in Macau for the next 10 to 15 years.
    Las Vegas Sands future is looking very bright. JMHO
    Feb 1 07:34 PM | Likes Like |Link to Comment
  • Las Vegas Sands And Wynn Resorts Are The Greatest, Riskiest Shorts In The Market [View article]
    TFCAB I know you are having fun just by the way you post LOL The people in Japan gamble 234 billion dollars on pinball machines and I don't think anyone has mentioned that China with a population 10 times that of Japan can even do as much as the pinball games in Japan. In 2010 I wrote on a blog that Macau would have over 100 billion in revenue in the next 10 years and the response I got was shocking. Now it looks like I may be low. Good Luck on Your Investments TFCAB I like your new picture.
    Feb 1 07:22 PM | Likes Like |Link to Comment
  • Las Vegas Sands And Wynn Resorts Are The Greatest, Riskiest Shorts In The Market [View article]
    I just thought I would add a little information. I know a country that has been in a recession for over 20 years and they love to gamble. Generating an estimated $234 billion in gross revenue per annum from gambling and employing over 310,000 employees,
    The Japanese pachinko industry ( gambling ) is the largest service industry sector in Japan. Pachinko is the most popular source of leisure and entertainment, (including dining), in Japan and a regular component of the Japanese lifestyle. In a country with a population of 127 million, an estimated 16.7 million Japanese play pachinko at some time each year, while an estimated 11 million people play on a regular basis.
    Sheldon Adelson ( owner of Las Vegas Sands) will get to build an Integrated Resort ( he may win two locations) in Japan. When he does I think the potential for that revenue will be greater than most people think.
    In Macau the revenue will be over 115 billion dollars in the coming years and LasVegas Sands has the most hotel rooms and the most number of tables and that will not change in Macau for the next 10 to 15 years.
    Las Vegas Sands future is looking very bright. JMHO
    Feb 1 12:53 PM | 1 Like Like |Link to Comment
  • Las Vegas Sands And Wynn Resorts Are The Greatest, Riskiest Shorts In The Market [View article]
    By 2020 these are the incomes for China. What is the average for the US. By the looks of the action today I think we can see that Seldon Adelson knows what he is doing.

    http://bit.ly/1fmHyZH

    Poor in China ( <US$6,000) 60 million

    Moving up (US$6,000 - US$16,000) 400 million

    Mainstream (US$16,000 - US$34,000) 307 million

    Affluent ( >$US34,000 ) 55 million

    Spin all you want Michael but we will have to see who is right in the long run.
    Jan 30 06:31 PM | 2 Likes Like |Link to Comment
  • Las Vegas Sands: 3 Different Insiders Have Sold Shares During The Last 30 Days [View article]
    Markus did you confirm your short position on LVS yet !
    Jan 30 06:14 PM | Likes Like |Link to Comment
  • Las Vegas Sands: 3 Different Insiders Have Sold Shares During The Last 30 Days [View article]
    Markus the company's you look at are not making money. LVS is buying 2 BILLION dollars worth of stock back so the officers can sell shares they got for nothing as a bonus. To short this stock you would need to risk an announcement on Japan or a sale of one of Las Vegas Sands holdings driving the stock higher. They have said they would sell the malls or even Sands Bethlehem.


    Adjusted diluted EPS increased 78.3% to $0.82 (hold‐normalized adjusted diluted EPS increased 47.2% to
    $0.78)1
     Consolidated adjusted property EBITDA increased 45.5% to $1.28 billion (hold‐normalized adjusted property
    EBITDA increased 30.5% to $1.24 billion)
     Macao – Adjusted property EBITDA increased 60.8% to record $784.3 million driven by strong growth in all
    segments (hold‐normalized adjusted property EBITDA up 60.8% to $784.3 million)
     Singapore – Adjusted property EBITDA increased 43.3% to $373.6 million (hold‐normalized adjusted property
    EBITDA up 0.4% to $373.6 million)
     LVS returned a total of $588.1 million to shareholders during the quarter
    — $288.5 million ($0.35 per share) returned through dividends (an increase of 40% over 3Q12)
    — $299.6 million returned through share repurchases
    — Increased recurring dividend by 42.9% to $2.00 per share ($0.50 per quarter) for calendar 2014 year

    The LVS Board of Directors increased recurring
    dividend by 42.9% to $2.00 per share for the 2014
    calendar year ($0.50 per share payable quarterly)
     The company remains committed to returning
    capital to shareholders via:
    — Recurring quarterly dividend program at Las
    Vegas Sands with a commitment to grow
    those dividends annually by at least a
    double‐digit percentage
    — $2.0 billion Las Vegas Sands stock
    repurchase program ($1.65 billion
    remaining authorization)
    — Special dividends
    Jan 21 01:40 PM | Likes Like |Link to Comment
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