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    Luis Chinchilla

    point of contact for Deutsche Bank’s institutional research on leading gaming real estate investment trusts. His career at Deutsche Bank

    Luis Chinchilla is an equity research analyst at Deutsche Bank, specializing in the real estate and gaming sectors with coverage of companies such as VICI Properties. While detailed public performance metrics and rankings are not available, Chinchilla is a point of contact for Deutsche Bank’s institutional research on leading gaming real estate investment trusts. His career at Deutsche Bank has centered on in-depth analysis and market research for clients interested in REITs and related companies. Chinchilla’s professional credentials, prior experience, and industry-specific licenses are not publicly disclosed, but his analyst status signals a background in financial analysis and client advisory within the investment banking sphere.

    Luis Chinchilla's questions to FULL HOUSE RESORTS (FLL) leadership

    Luis Chinchilla's questions to FULL HOUSE RESORTS (FLL) leadership • Q1 2025

    Question

    Asked about recent trends in customer visitation and spending, and followed up with a question about CapEx and liquidity expectations for the second half of the year.

    Answer

    The company has not observed significant macro-driven changes in customer behavior, attributing any softness to property-specific factors like weather or construction. Regarding financials, liquidity is strong. They plan to fund the initial stages of the permanent American Place from cash flow and refinance their existing debt within the next year to fund the full construction. They have low maintenance CapEx and do not expect to pay cash taxes until at least 2029, giving them flexibility to wait for favorable market conditions.

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    Luis Chinchilla's questions to FULL HOUSE RESORTS (FLL) leadership • Q4 2024

    Question

    Requested more detail on the ramp-up at Chamonix, including January performance and what a normalized daily operating expense would be with the new cost-saving measures. Also asked for the company's CapEx plans for the upcoming year.

    Answer

    Management projects Chamonix could reach $10-15 million in EBDIT in the current year, with a long-term target of $50 million by 2030. They are focused on staffing up profitable amenities like the spa and salon and have made significant management changes to improve operations. For CapEx, the plan is about $7 million for maintenance and small projects, plus an initial $20 million for American Place in the second half of the year, with the bulk of the project's spending occurring in later years.

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    Luis Chinchilla's questions to FULL HOUSE RESORTS (FLL) leadership • Q1 2024

    Question

    Luis Chinchilla asked if management had observed any changes in customer visitation frequency or spend per trip, differentiating between high-end and low-end customers. He followed up with a question on CapEx and liquidity expectations for the second half of the year.

    Answer

    CEO Daniel Lee stated they have not seen clear signs of a consumer slowdown, attributing performance variations to property-specific factors like weather or construction rather than economic pressure. Regarding liquidity, management explained their position is strong. While near-term cash flow will fund early design work for the permanent American Place, the major financing event is about a year away. They noted maintenance CapEx is low, and they do not expect to pay cash taxes until at least 2029, providing significant financial flexibility.

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    Luis Chinchilla's questions to Melco Resorts & Entertainment (MLCO) leadership

    Luis Chinchilla's questions to Melco Resorts & Entertainment (MLCO) leadership • Q4 2024

    Question

    Luis Chinchilla asked about the capital allocation strategy for potential proceeds from the City of Dreams Manila sale, specifically the balance between debt reduction and share buybacks. He also sought clarification on post-Golden Week business volumes and requested detailed 2025 CapEx guidance.

    Answer

    Executive Geoffrey Davis stated that debt reduction is the primary objective for capital allocation, but the company will also consider capital-light investments and opportunistic share buybacks given the stock's valuation. Executive Yau Ho confirmed that business volumes post-Chinese New Year have been very strong. Geoffrey Davis provided 2025 CapEx guidance of approximately $415 million.

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    Luis Chinchilla's questions to Melco Resorts & Entertainment (MLCO) leadership • Q3 2024

    Question

    Luis Chinchilla questioned if pressure on luxury spending among Chinese consumers is affecting Melco's premium mass segment and requested CapEx guidance.

    Answer

    CEO Lawrence Ho explained that the correlation between luxury retail and gaming has weakened post-COVID, as consumers now prioritize experiences, which benefits Macau's diverse offerings. CFO Geoff Davis provided CapEx guidance of approximately $115 million for Q4 2024 and a target of around $400 million for 2025, with $70-$75 million of the 2025 budget allocated to the Sri Lanka project.

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