Jason Ader

It's a very exciting deal that's good for Mirage's shareholders. This will change the face of the gaming industry.

It's a very exciting deal that's good for Mirage's shareholders. This will change the face of the gaming industry.

We're all looking at Disney's numbers and particularly what they said about weakness in the current quarter and it's got read more

We're all looking at Disney's numbers and particularly what they said about weakness in the current quarter and it's got the investment community spooked about a decline in demand overall.

We definitely expected more consolidation in the industry, although it is always hard to imagine a deal of this magnitude. read more

We definitely expected more consolidation in the industry, although it is always hard to imagine a deal of this magnitude. Mirage's management has underperformed and the stock has languished recently, making it a great opportunity for MGM Grand. But this will have to be a friendly deal if it has a shot of working.

Right now, I think Hilton has clearly put a wrench in the process by offering $70 per share.

Right now, I think Hilton has clearly put a wrench in the process by offering $70 per share.

We believe management continues to explore strategic alternatives, including potential acquisitions and joint venture opportunities, and as a result, we read more

We believe management continues to explore strategic alternatives, including potential acquisitions and joint venture opportunities, and as a result, we expect WMS to participate in the consolidation of the equipment industry over the next 12 months.