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Evolution AB (EVO) is the undisputed leader in the online live casino market, boasting a business model that combines cutting-edge technology, scalability, and deep industry expertise. With a consistent track record of revenue growth, profitability, and operational efficiency, Evolution is a prime example of a high-margin, high-quality business operating in a growing niche.

Betsson AB is a standout performer in the online gaming and betting industry, renowned for its financial strength, resilience, and strategic adaptability. Combining steady growth with shareholder-focused capital allocation, Betsson has positioned itself as one of the most attractive investments in the sector.

Catalyst: Enhanced Pricing Power: Limited availability of high-quality, skiable terrain enables Skistar to command premium pricing and maintain robust margins. Digitalization to help limiting costs preasure : by leveraging digital tools such as the skistar app, will allow skistar to drive down/maintain costs when it comes to staffing (e.g. self checkin and checkout) while improving customer experience.

Risks Financial risk management: market risk (including currency risk and cash flow interest risk), credit risk and liquidity risk. Political decisions and other legal aspects.

Evolution Gaming - King of the Live Casino Evolution Gaming is the leading B2B provider of live casino solutions. They power the online games you love!

Key Takeaways Restructuring and cost optimization are key to achieving profitability, with efforts focused on enhancing net margins via operating expense reductions. Strategic international expansion and targeted marketing aim to drive revenue growth by capturing new markets and enhancing user engagement.

Key Takeaways Strategic international expansions, including in Germany and Finnish acquisitions, are expected to enhance revenue and profitability, driving future growth. Strong performance in Adult Education and adaptation to Swedish voucher changes highlight potential sustained revenue growth and operational stability.

Key Takeaways Investments in infrastructure and accommodations aim to enhance customer experience and boost revenue through increased occupancy and ski pass sales. Expansion in retail and strategic partnerships could diversify and increase income streams, while sustainability efforts may enhance operational efficiency and brand value.

Key Takeaways Expansion into markets like Brazil and Ontario, and partnerships such as with OLG, aim to create new revenue streams and stabilize revenue growth. The efficiency program with AI improvements targets cost reduction, potentially enhancing net margins and earnings by decreasing operational expenses.