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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Discovery

Before we talk about anything else...

Tell me what matters most to you.

The most valuable thing I can do right now is listen. These are the questions I want to explore with you — not a script, the starting point for a real conversation.

Q1 — Priorities

"What are the biggest priorities for the floor right now?"

Q2 — Success Criteria

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

Q3 — Growth Areas

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

Q4 — 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.

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 are 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

"The question isn't whether Aristocrat is performing — it's about helping Silver Mesa capture maximum ROI."

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Connecting the Conversation

So what does that mean for Silver Mesa?

The opportunity starts where your priorities and the data intersect.

What You Shared

Your priorities for the floor — the starting point for everything that follows.

What the Data Shows

Aristocrat is generating a 1.32x Fair Share Index across Silver Mesa's own floor — more net win than its physical presence would suggest.

Where the Opportunity May Be

A targeted, low-risk way to test whether incremental Aristocrat placements can improve Silver Mesa's total floor performance.


"I'd like to explore whether there's an opportunity to improve Silver Mesa's total floor performance — based on what you've told me today, and what the data already shows."

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The Path Forward

Let's build the right answer together.

The next step isn't a commitment. It's a deeper look at the opportunity.

1

01 — Dig Deeper

Validate the opportunity

Go beyond the fair-share data — identify the specific locations, games, zones and denominations that could support incremental placements.

2

02 — Build

Develop the recommendation

If the data supports an opportunity, I'll build a targeted pilot proposal around what we've learned — specific to Silver Mesa's floor.

3

03 — Review

Pressure-test it together

We'll review the recommendation, challenge the assumptions, refine the positions and align on what success looks like.

4

04 — Launch

Put the plan to work

Once we're aligned, we'll launch a defined pilot with agreed success measures.

5

05 — Measure

Let the performance decide

Review the results together and determine whether the opportunity has earned expansion.


"No assumptions. No broad commitment. Just a disciplined path from data to decision."


Today

Discovery + initial opportunity

Next

Additional data + validation

Then

Customer-specific recommendation

Together

Refine → Launch → Measure

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


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