iGB Affiliate Monitor April 2025 | Page 3

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Questions? Comments? Email stephen. carter @ clariongaming. com

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Editor’ s Letter

End of the affair

With investors seemingly buying into Gambling. com Group’ s story to the exclusion of everything else, Scott Longley posits that the sector’ s relationship with the European public markets, which began with XLMedia’ s pioneering float back in 2014, is nearing its end.
Analysis of share price performances indicates an underlying lack of faith in the model, he argues, rather than a response to the recent buffeting of this SEO-driven sector by Google updates and companyspecific disappointments.
Gentoo Media, which chalked up its 16th consecutive quarter of growth under the highly rated Jonas Warrer, could be seen to be bucking the trend of a European listed sector in inexorable decline. But despite continued buying by various related interests of board member and STS’ founder Mateusz Juroszek, the stock continues to fall.
Acroud recently coming under majority private control could prove the harbinger of the listed sector’ s return to private hands.
As always, I would love to hear your feedback on this and other iGB Affiliate content. You can contact me at stephen. carter @ clariongaming. com.
“ Analysis of share price performances indicates an underlying lack of faith in the model”
Stephen Carter Head of affiliate content