AGI 4.55% 92.0¢ ainsworth game technology limited

[MEDIA] Buy Hold Sell with Justin Braitling and Roger...

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    Buy Hold Sell with Justin Braitling and Roger Montgomery. Posted on 19 November 2015.

    In summary:

    - Justin believes Ainsworth is a buy as he believes ship share is high single digits in the U.S. and has good growth potential.
    - Roger believes it's a sell at $3. But if it gets to $2... he think it's a good buy.

    Something to note is Roger's Montaka fund has a short position on Scientific Games.
    http://rogermontgomery.com/content/uploads/2015/11/Australian_20151114_037_0.pdf

    Not sure when their opinions were taped and whether they have changed since the 17 November 2015 earnings guidance / Nova purchase.
 
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