MGM offers to buy Ladbrokes owner Entain

Ladbrokes owner Entain said in a statement on Monday that he had received a £ 8.1 billion ($ 11.1 billion) proposal MGM (MGM). Entain added that he believes the offer, which represents a 22% premium over its closing price on December 31, ‘significantly underestimates’ the company’s shares and its prospects.

‘The board also asked [MGM] to provide additional information regarding the strategic rationale for a combination of the two companies, “Entain said. The UK company has received several proposals from MGM, according to its statement. for comment.

Shares in Entain rose more than 26% on Monday, rising above the price per share offered by MGM, a sign that some investors are expecting a different offer from the US company or another bidder. MGM is a major player in Las Vegas and operates casinos, including the Bellagio and Mandalay Bay.

The companies have an existing relationship. MGM and Entain are co-owners of BetMGM, a sports betting and online gaming company operating in more than a dozen US states. Entain, which includes brands including Eurobet, Ladbrokes and Sportingbet, operates retail and online businesses.

Nicholas Hyett, a stock analyst at Hargreaves Lansdown, said he “can understand why MGM wants to take control” of Entain, as the two companies are already working together on sports betting in the United States. But he warns that a higher price ‘could be too much for MGM shareholders to swallow’.

MGM shares fell 0.3% in pre-trading on Monday.

Sports betting boom

The online sports betting industry has already grown in the United States following a 2018 U.S. Supreme Court ruling that paved the way for legalization in states outside of Nevada. The American Gaming Association expects nearly 35 million people, or 13% of American adults, to bet on the 2020 NFL season.

The pandemic only accelerated the trend, fueling a spate of transactions and consolidation.

Caesars Entertainment (CZR) announced in September that he was buying British bookmaker William Hill for £ 2.9 billion ($ 4 billion). Shares in DraftKings, a company that manages fantasy sports games and allows people to make legal bets on sporting events, skyrocketed after a first public offering in April.
Flutter Entertainment (PDYPF), which owns Paddy Power, Betfair and Pokerstars, recently increased its stake in US sports betting platform FanDuel.

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