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Key Performance Indicators iGAMING SUPER SHOW – PRAGUE May 2010 Ivor Jones [email_address] +44 (0) 20 7620 1326 Analyst: Numis Securities Ltd 10 Paternoster Square London  EC4M 7LT
Rating vs. growth Market and FX data as at 21 April 2010 Forecast data sourced from Capital IQ consensus estimates Multiples calendarised to December year end
Paying for growth Forecast period 2010 2011 2012 Illustrative profit profile Growth period Investment period Multiple compression Valuation
[object Object],Source: Datastream, Annual Reports Amazon Share Price Share price anticipates pay back on investment
Amazon: Domestic vs. International EBIT and margin Source: Datastream, Annual Reports Amazon Share Price Still immature after all these years
Share price anticipates pay back on investment ,[object Object],Domestic Sales International Sales   Source: Datastream, Annual Reports ASOS Share Price -- £20m £40m £60m £80m £100m £120m £140m 2003 2004 2005 2006 2007 2008 2009 Sales
EBITDA
PartyGaming - Yield Per Unique Active (US$)
PartyGaming - active player days
PartyGaming - Net Daily Revenue
PartyGaming - Rolling 12m Revenue
Pressure From Currency
Share price
Playtech - Share of Geographical Diversity
Poker KPIs ,[object Object]
Development Of Gross Gaming Revenues
Conclusion ,[object Object],[object Object],[object Object],[object Object],[object Object]

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