Prepared for Jordan Lee · Slot Director, Silver Mesa Casino

Aristocrat × Silver Mesa

Growing the Floor.
Growing the Partnership.

A conversation about floor performance, player demand, and where incremental opportunity may exist.

1

Understand

Your priorities

2

Explore

The performance data

3

Identify

Any opportunities

4

Test

A low-risk next step

First Meeting Objective

Understand Silver Mesa's priorities and determine whether there are any opportunities to improve total floor performance through incremental Aristocrat placements.

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Priorities

Before we talk about anything else...

Tell me what matters most to you.

Q1 — Success Criteria

"When you're considering adding a new position, what does success have to look like?"

Q2 — Growth Areas

"Are there particular player segments, denominations, or areas of the floor you're trying to grow?"

Q3 — Supplier Mix

"How do you think about balancing supplier performance with maintaining a competitive mix?"

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Greater spokane washington area · Performance Data

In Your Market, We've Noticed a Trend.

Across comparable venues, Aristocrat consistently generates a greater share of Net Win than its share of the gaming floor.

Venue A

Floor Share: 34.2%

45.2%

Net Win Share

1.32x Fair Share Index

Venue B

Floor Share: 33.9%

42.7%

Net Win Share

1.26x Fair Share Index

Venue C

Floor Share: 30.5%

41.5%

Net Win Share

1.36x Fair Share Index

Different venues. Same pattern: Aristocrat consistently outperforms its floor allocation.

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Silver Mesa Casino · Your Floor

Now, Let's Look Inside Silver Mesa.

The same performance pattern is visible within Silver Mesa's own floor.


Silver Mesa · Net Win Share vs. Floor Share by Supplier

33.1%

Floor Share

of total gaming positions

43.6%

Net Win Share

of total property net win

1.32x

Fair Share Index

+10.5pp gap between floor and net win

Aristocrat vs. Supplier B + E Combined

Floor Share

Net Win Share

Aristocrat is already earning more of Silver Mesa's Net Win than its current floor allocation suggests.

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Data Integrity

What the data tells us.

Aristocrat Is Productive

Aristocrat generates a meaningfully greater share of net win than its share of the floor — at the corporate level and at every individual venue.

The Performance Is Consistent

A fair share index above 100% across all three venues is not a coincidence. It reflects a durable pattern — not a single strong period or one standout game.

There May Be an Opportunity

The data suggests that additional Aristocrat placements may be worth investigating — but only if they can add incremental value without disrupting the floor's competitive economics.


What the data does not tell us.

Which individual games are driving performance

Which positions are underperforming

Game age or lifecycle stage

Denomination mix or player segment

Occupancy and utilization rates

Adjacency and placement effects

Absolute performance economics by title

Installation constraints or location-specific factors

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The Path Forward

When the data suggests an opportunity, here's how we explore it.

A proven approach — adapted to what Silver Mesa actually needs.

1

Dig Deeper

Go beyond the high-level data — understand the specific locations, games, zones and denominations that could support a change.

2

Build the Case

If the data supports an opportunity, develop a recommendation grounded in Silver Mesa's own performance — not assumptions.

3

Review Together

Walk through the recommendation, challenge the thinking, and align on what success would actually look like for Silver Mesa.

4

Decide

With the evidence in hand, Silver Mesa decides whether there's a path worth pursuing — and what that looks like.


Tailored.

Our framework is built for unique situations.

Your floor, your priorities, and your data determine how we apply it.

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Customer-First Approach

Protect the floor while we find the opportunity.

More data. Better alignment. A recommendation worth considering.

If we're going to grow Aristocrat's share of the floor, I want to make sure we're creating value for Silver Mesa first.

Data-Driven

Start with the evidence.

Go deeper into location-specific performance, game mix, placement and player data before recommending a change.

Defined Success

Know what we're solving for.

Align on the outcomes that matter to Silver Mesa before determining whether a change makes sense.

Competitive Mix

Protect customer choice.

Any opportunity should strengthen total-floor performance without compromising a healthy competitive mix.

Controlled Approach

If there's an opportunity, start small.

Any future test should be focused, measurable and incremental — with performance determining what happens next.

At every stage, Silver Mesa decides whether to continue. There is no obligation beyond the next step.


First, understand the opportunity.
Then, decide what's worth doing.


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Next Step

Let's go one level deeper.

If the opportunity is there, I'll find it.

1
1

Validate

Go deeper into the location-specific data and understand the areas you're most focused on.

2
2

Build

If the data supports an opportunity, I'll develop a recommendation specifically for Silver Mesa.

3
3

Reconnect

We'll review it together, pressure-test the thinking, and decide whether there's a path forward.


The signal is clear. The next step is simple. Let's find out what's possible.


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