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Mar 31, 2020

Century Casinos Q1 2020 Earnings Report

Century Casinos' financial performance was impacted by the acquisition of new casinos and the COVID-19 pandemic.

Key Takeaways

Century Casinos reported a significant increase in net operating revenue, driven by the acquisition of new casinos. However, the COVID-19 pandemic and associated closures led to a substantial loss from operations and a net loss attributable to shareholders, including a $33.0 million impairment charge. Despite these challenges, Adjusted EBITDA increased, reflecting the underlying strength of the operations prior to the pandemic.

Net operating revenue increased by 92% to $87.7 million, driven by recent acquisitions.

Loss from operations was ($31.8) million, a decrease of (1022%) compared to the previous year.

Net loss attributable to shareholders was ($45.9) million, a decrease of (4394%) year-over-year.

Adjusted EBITDA increased by 44% to $9.6 million.

Total Revenue
$87.7M
Previous year: $45.6M
+92.2%
EPS
-$1.55
Previous year: $0.04
-3975.0%
Adjusted EBITDA
$9.64M
Previous year: $6.7M
+43.9%
Book Value per Share
$3.54
Gross Profit
$38.2M
Previous year: $21.9M
+74.2%
Cash and Equivalents
$63.7M
Previous year: $49.5M
+28.6%
Free Cash Flow
-$5.95M
Previous year: -$3.41M
+74.7%
Total Assets
$670M
Previous year: $333M
+101.2%

Century Casinos

Century Casinos

Century Casinos Revenue by Segment

Century Casinos Revenue by Geographic Location

Forward Guidance

The COVID-19 pandemic is expected to continue to have an adverse impact on the Company's second quarter 2020 results. The Company anticipates a phased approach to reopening will be recommended by government officials, and is anticipating reopening most of its locations beginning in June 2020 and no later than August 2020.

Positive Outlook

  • The Company's casinos rely on a local customer base, enabling a quicker resumption of operations.
  • Poland casinos reopened on May 18, 2020.
  • Most other locations are anticipated to reopen beginning in June 2020 and no later than August 2020.
  • Actions have been taken to reduce operating costs, including furloughing personnel and implementing reduced work weeks.
  • The Company will continue to pay benefits to United States and Canadian employees through May 2020.

Challenges Ahead

  • The COVID-19 pandemic has had an adverse effect on the Company’s first quarter 2020 results of operations and financial condition.
  • The Company anticipates a phased approach to reopening will be recommended by government officials, which could include reduced levels of gaming space and social distancing.
  • The Company permanently closed Century Casino Bath in March 2020.
  • Four of the ship-based casinos will not reopen due to expiration of concession agreements.
  • The Company currently is not generating any revenue from its properties, and estimates that the net cash outflow will be, on average, approximately $8.0 million per month.

Revenue & Expenses

Visualization of income flow from segment revenue to net income