AGI - A Few Thoughts, page-55

I'm trying my best to find something positive to say about AGI so here goes.

Was recently reading the JP Morgan report on the Australian Gaming Industry. For those of you that are interested you can find a copy of the report here https://the-drop.com.au/wp-content/uploads/2020/02/JPM_Australian_Gaming_Industry_2020-01-28_3245843.pdf

This report focuses heavily on the market darling, ALL, but there is a very brief cursory throwaway reference to AGI on page 29 of the report which states "AGI has had some success with their individual titles recently". It will be very interesting to see if AGI and its commercial and sales teams are capable of building on this recent success, but the jury is out on that for me. Time will tell if AGI can actually extract longer term value out of their "success with their individual titles recently" but with a new cabinet and some games that may be starting to perform AGI will be interesting to watch this year.