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    Jeff Stantial • Stifel Financial Corp.

    Jeff Stantial is a Managing Director in Equity Research at Stifel Financial Corp., specializing in the Gaming & Leisure subsector within Consumer & Retail. He covers key publicly traded companies such as Gambling.com Group, Bally's, Flutter Entertainment, Inception Growth Acquisition, and Monarch Casino & Resort, with recent price targets and ratings documented for each. Stantial joined Stifel in 2020 after prior roles at Truist Securities and SunTrust Robinson Humphrey, and in 2024 was named a Business Insider Rising Star in Equity Research. He holds a Bachelor of Science in Mathematical Economics, graduating magna cum laude from Colgate University, and is recognized for a rapid career progression and strategic analytical acumen, underpinned by financial industry credentials.

    Jeff Stantial's questions to Bragg Gaming Group Inc (BRAG) leadership

    Jeff Stantial's questions to Bragg Gaming Group Inc (BRAG) leadership • Q1 2025

    Question

    Asked for details on the strategic shift from aggregated to first-party content, including the future mix, key drivers, and potential margin impact. Also inquired about the addressable market and adoption drivers for the Fuze engagement platform.

    Answer

    The company stated that while aggregation remains an entry point, the focus is on proprietary content to drive margins towards a 20%+ EBITDA goal at scale. The Fuze platform is aimed at Tier 2/3 operators, serving as a key part of their ecosystem to promote content and enhance operator KPIs.

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    Jeff Stantial's questions to Gambling.com Group Ltd (GAMB) leadership

    Jeff Stantial's questions to Gambling.com Group Ltd (GAMB) leadership • Q3 2024

    Question

    On behalf of Jeff Stantial, an analyst asked for an update on Google's enforcement of its media partner restrictions and whether the raised cost of sales guidance reflected uncertainty or actual policy changes. A follow-up question asked for thoughts on the potential for iCasino legislation in France.

    Answer

    CEO Charles Gillespie stated that the 'dust has settled' on Google's May policy change and the impact was not as severe as initially feared, though he does not expect media partnership revenue to return to its Q4 2023 peak. Regarding France, Gillespie noted that iGaming legislation is 'on ice' due to opposition from land-based casinos. He reiterated the company's strategy of not targeting sports-betting-only markets but confirmed they would enter France on 'day 1' if iGaming were to be regulated.

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    Jeff Stantial's questions to Bally's Corp (BALY) leadership

    Jeff Stantial's questions to Bally's Corp (BALY) leadership • Q2 2024

    Question

    Inquired about quantifying the financial impact of headwinds in the Casinos and Resorts segment (Rhode Island, Massachusetts, Atlantic City) and asked for details on the performance of the International Interactive business, specifically the challenges in Japan and the growth drivers in the UK.

    Answer

    The company quantified the Rhode Island traffic impact at 12-15% and noted a ~$4M EBITDAR impact from the Tropicana wind-down. Atlantic City is impacted by VIP team turnover. In Japan, challenges are driven by lower player demand due to sentiment and a weaker yen, not payment processing. In the UK, growth is being driven by increased brand investment, improved native apps, and advanced real-time player management, leading to sustainable growth.

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    Jeff Stantial's questions to Bally's Corp (BALY) leadership • Q4 2023

    Question

    Inquired about the U.K. regulatory overhaul's impact on the International Interactive business, the nature of stabilization in the Asian market, and whether the $50 million EBITDAR target for the Chicago temporary casino is still intact for 2024.

    Answer

    The U.K. regulatory changes are viewed as rational and creating a better market, with expected stake limits not being a major concern. The Asian B2B market is seeing sentiment build back and is expected to provide consistent revenue. The $50 million EBITDAR run-rate target for the Chicago temp casino is still expected to be hit by the end of Q3 and is factored into the 2024 guidance.

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