Aristocrat are in strife, if/when Lightning and Dragon cash become redundant. They have nothing else to fall back on. Ainsworth are in an even bigger pickle, copying another competitors game maths and game funtionality is ridiculous and shows a complete lack of creativity.
If AGI lose the ability to promote and sell Jackpot Strike as they showed it, then they are GONE! They need a complete flush out of senior management, starting in Sales, R&D and administration. I have said it before and will say it again, the art, animation and audio in their games are sub-par and cannot compete with the offerings of Aristocrat, Scientific Gaming and IGT.
The Novomatic takeover can't come soon enough. The sooner Novomatic products hit clubs and pubs the better. Although I think Novomatic have their eyes on a bigger prize - Asia. If they can get a footprint into Asia all bets are off, that's when the share price of AGI/Novo will hit the roof. But that is still a long way off.
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