Jason Ader

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.

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'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.

They believe in their heart of hearts that their comprehensive plan is going to do more than Hilton's $70 per read more

They believe in their heart of hearts that their comprehensive plan is going to do more than Hilton's $70 per share.

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.