FULL HOUSE RESORTS INC FLL

April 21, 2022 - 11:57pm EST by

member

						2022	2023
Price:		9.38		EPS		0	0
Shares Out. (in M):		35		P/E		0	0
Market Cap (in $M):		328		P/FCF		0	0
Net Debt (in $M):		0		EBIT		0	0
TEV (in $M):		0		TEV/EBIT		0	0

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12	member 9/01/21 4:00PM Re: Slim 11
Pre Deal Announcement SPACs are much better deals ATM view available tags
10	member 9/01/21 3:43PM Re: Re: Equity Commonwealth Announces Termination of Merger Agreement with Monmouth 9
If Helfand costs $5-6mm/yr for doing nothing, I'll happily take the job for a mere $2mm/yr to any activist that wants to take over. As long as you don't mind me working from home. I'll... login to read the rest 1 view available tags
9	member 9/01/21 3:41PM Re: Equity Commonwealth Announces Termination of Merger Agreement with Monmouth 8
These guys should liquidate the REIT and return cash. Gone from ~170 properties to 4, sitting on $3b+ of cash, and they have found nothing at all to buy over almost 8 years? Even after... login to read the rest 5 view available tags
6	member 6/23/20 3:43PM Re: Re: Re: Re: Is the structurally really aligned? 4
A few points to add: I chose 5/23/14 because that was an obvious start date, but if we're really digging into the data, I would say that the stock was artificially high at that point due... login to read the rest -1 view available tags
3	member 6/23/20 11:30AM Re: Re: Is the structurally really aligned? 2
OK true but let's be intellectually honest: is that outperformance because they added value, or because a black swan global pandemic happened that has de-rated retail/office real estate values and they were all in cash... login to read the rest 2 view available tags
2	member 6/23/20 11:12AM Re: Is the structurally really aligned? 1
I have followed EQC since before Zell/Helfand took over, and this cost/alignment issue has been a constant for the past 5+ years. IMO, the accusation is largely true: they pay themselves well, and the process... login to read the rest 1 view available tags
1	member 6/23/20 8:31AM Is the structurally really aligned?
Have followed this reasonably closely and was one of the early pitches on this years ago. Looking back, I'm pretty disappointed with how the thesis played out. I find it really surprising that in the... login to read the rest 11 view available tags

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