Raper Capital's Jeremy Raper expounds on his letter to Bragg Gaming $BRAG

Dec 5, 2023

Jeremy Raper, founder of Raper Capital, discusses his letter to Bragg Gaming urging them to sell the company. They also explore potential buyers for Bragg Gaming, the financial benefits of acquisition, and the trial between Spirit and JetBlue.

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Introduction

00:00 • 5min

Stock Trading, CEO Actions, and Business Pivot of Bragg Gaming

04:40 • 4min

Operational Costs and Outsourcing in the Casino Industry

09:05 • 8min

Potential Buyers for Bragg Gaming

16:55 • 3min

Potential Synergies and Financial Benefits of Acquiring Bragg Gaming

19:45 • 24min

Twitter vs Elon Musk and Analyzing the Current Legal Case

43:46 • 3min

Trial and Impact on Price Cut Risk

47:06 • 9min

Jeremy Raper, Founder of Raper Capital, is back on Yet Another Value Podcast to discuss Bragg Gaming (NASDAQ: BRAG / TSX: BRAG), a global B2B content-driven iGaming technology provider. On November 22, 2023, Jeremy published "An Open Letter to the Chair of the Board of Bragg Gaming Group." on his website (link below), where he outlines strategic alternatives for the company. Jeremy and Andrew close out with Jeremy's take on the Spirit / JetBlue trial.

For more information about Jeremy Raper and Raper Capital, please visit: https://rapercapital.com/

Jeremy's Letter to $BRAG management: https://rapercapital.com/2023/11/22/an-open-letter-to-the-chair-of-the-board-of-bragg-gaming-group/ Chapters:

[0:00] Introduction + Episode sponsor: Alphasense

[1:55] Jeremy's Letter to the Board of Bragg Gaming $BRAG; company/thesis background and why Jeremy wrote and sent the letter

[17:20] Who is the right buyer for $BRAG?

[24:51] $BRAG financing in September 2022

[31:14] $BRAG CEO and management performance

[37:55] $BRAG final thoughts

[38:35] Jeremy's take on Spirit / JetBlue trial

[44:13] How Spirit / JetBlue trial compares to Twitter / Elon case

[47:23] Spirit / JetBlue bear case

[50:10] How Spirit / JetBlue case affects Hawaiian Airlines and Alaskan Airlines merger

[54:11] Final thoughts

Today's episode is sponsored by: Alphasense

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