Gaming Insider's Regulated Market Focus

Introduction

• Host: Tim Paul, Editor of Gaming Insider
• Sponsor: Pronet Gaming, online sports betting supplier
• Guest: Pontus, CEO of Betson

Pontus's Experience as Betson CEO

• Recently experienced a rollercoaster period
• Termination was announced, but decision later revoked
• Felt strong support from organization during uncertain time
• Never fully left the business due to termination period

Q3 Results and Future Outlook

• Q3 Performance: Stronger than expected, especially in sportsbook
• Focus areas: Future outlook, closing business for Dutch people
• Key Issues:
  • Weaker sportsbook margin in early Q4
  • Player winnings impacted perceived performance

Dutch Market Update

• Pulled out of Dutch market due to regulations
• Market view: Unfair start for companies not initially included
• Surprise and swift action needed due to late ruling decision

Regulation Across Europe

• General View: Europe seen as overly regulated
• Challenges: Too tight regulations impacting business viability
• Consequences:
  • Players seeking products elsewhere if needs not met
  • Loss of revenue and tax for states
  • Lack of player monitoring and protection

U.S. Market Outlook

• Current Focus: Colorado for sports betting (no casino games)
  • B2C operation to showcase sportsbook
  • Plan to sell B2B offering
• U.S. Market Complexity: Different regulations and taxes across states
• Strategy: Prioritize B2B to avoid direct competition with established U.S. operators

Latin American Market Outlook

• Long-term presence in Latin America with proven success
• Emerging market with great potential
• Betson well-positioned for future investments and growth

Goals for 2022

• Personal Goals: Continue leading Betson positively
• Corporate Goals:
  • Progress on U.S. project, especially in Colorado
  • Expand influence in Latin America
  • Avoid impactful and sudden regulatory changes (e.g., Dutch and German decisions)

Closing Remarks

• Acknowledgment of potential regulatory surprises
• Appreciation for the conversation and time shared