Jason Ader

The gaming commission would look long and hard. We think it would be hard to get licensed.

The gaming commission would look long and hard. We think it would be hard to get licensed.

MGM is very deliberate. They are not going to do a deal that isn't immediately accretive to earnings per share. read more

MGM is very deliberate. They are not going to do a deal that isn't immediately accretive to earnings per share. Harrah's, on the other hand, has done deals that aren't accretive.

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.

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.