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    Luis Ricardo Chinchilla

    Director and Lead Analyst at Deutsche Bank

    Luis Ricardo Chinchilla is a Director and Lead Analyst at Deutsche Bank, specializing in High Yield Gaming, Lodging, and Leisure credit research. He actively covers public companies such as Melco Resorts & Entertainment, Intralot, and Full House Resorts, engaging with management on earnings calls and providing sector insights. With a career at Deutsche Bank that includes his current position as of at least 2024 and a record of lead analyst responsibilities, Chinchilla brings extensive expertise to high yield bond coverage in the gaming and leisure industries. He is a registered representative with FINRA, holding regulatory credentials that support his standing as a senior fixed income analyst.

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

    Luis Ricardo Chinchilla's questions to FULL HOUSE RESORTS (FLL) leadership • Q2 2025

    Question

    Luis Ricardo Chinchilla asked for commentary on the revenue cadence during the second quarter and any sequential improvement observed in July.

    Answer

    CEO Daniel Lee and President Lewis Fanger confirmed that the American Place property has been 'rock solid,' showing consistent monthly growth in both revenue and EBITDA, a trend that continued into July. For the Chamonix property in Cripple Creek, they explicitly stated that performance in July improved sequentially from the second quarter, driven by the new management team's focus on cost savings and revenue-building initiatives. They also noted the Silver Slipper is trending positively, and Tahoe is performing well given significant closures at the host hotel.

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

    Luis Ricardo Chinchilla's questions to Melco Resorts & Entertainment (MLCO) leadership • Q2 2025

    Question

    Luis Ricardo Chinchilla of Deutsche Bank asked about Melco's response to competitors increasing reinvestment rates and whether there is potential for further OpEx optimization in Macau or if spending might increase to drive traffic.

    Answer

    Chairman and CEO Lawrence Ho Yau Lung stated that Melco competes on superior product and services rather than matching competitor reinvestment. President & Director Evan Winkler added that while they monitor the market, they are continuing with their current strategy. On expenses, EVP & CFO Geoffrey Stuart Davis confirmed the $3 million per day OpEx target is a good run-rate for Q3. Winkler elaborated that they feel good about the current cost base and would only increase spending opportunistically to drive EBITDA, with no current plans to do so.

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    Luis Ricardo Chinchilla's questions to Melco Resorts & Entertainment (MLCO) leadership • Q2 2025

    Question

    Luis Ricardo Chinchilla from Deutsche Bank asked about the competitive environment in Macau, particularly in response to a competitor increasing reinvestment, and questioned if there were opportunities for further cost optimization.

    Answer

    Chairman and CEO Lawrence Ho Yau Lung stated that Melco competes on differentiated product and service, not just on reinvestment rates. President & Director Evan Winkler added that while they monitor competitors, their strategy remains 'business as usual.' On costs, EVP & CFO Geoffrey Stuart Davis confirmed the ~$3 million daily OpEx target for Macau is a good run-rate for Q3, and Winkler noted they feel good about the current expense base with no immediate plans to increase it.

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