FLLHIGH SIGNALFINANCIAL10-K

FLL experienced a catastrophic 94% decline in stockholders' equity from $40.5M to $2.5M, indicating severe financial distress.

This massive equity erosion suggests the company has suffered substantial losses that have nearly wiped out shareholder value, potentially indicating write-downs, impairments, or operating losses that weren't immediately apparent from the modest operating income figures. The company appears to be in significant financial distress despite showing positive operating income.

Comparing 2026-03-16 vs 2025-03-11View on EDGAR →
FINANCIAL ANALYSIS

FLL's financial position deteriorated dramatically with stockholders' equity collapsing 94% to just $2.5M, while operating cash flow declined 28% and capital expenditures were slashed 76% from $52.6M to $12.7M. Despite a modest 14% increase in operating income to $3.1M, the company appears to be in severe financial distress, cutting investments sharply while struggling to maintain cash generation. The disconnect between positive operating income and the equity collapse suggests significant non-operating losses or impairments that have devastated shareholder value.

FINANCIAL STATEMENT CHANGES
Stockholders Equity
Balance Sheet
-93.7%
$40.5M$2.5M

Equity declined sharply — large losses, buybacks, or write-downs reducing book value significantly.

Capital Expenditure
Cash Flow
-75.9%
$52.6M$12.7M

Capex reduced 75.9% — investment cycle winding down or capital discipline; may improve near-term free cash flow.

Accounts Receivable
Balance Sheet
-28.1%
$5.1M$3.7M

Receivables declined — improved collection efficiency or conservative revenue recognition.

Operating Cash Flow
Cash Flow
-28%
$13.8M$10.0M

Operating cash flow softened — monitor whether temporary working capital timing or structural deterioration.

Operating Income
P&L
+13.6%
$2.8M$3.1M

Operating income improving — cost discipline or growing revenue base absorbing fixed costs.

LANGUAGE CHANGES
NEW — 2026-03-16
PRIOR — 2025-03-11
ADDED
As of March 13, 2026, there were 36,183,070 shares of common stock, $0.0001 par value per share, outstanding.
Several of our properties, including Silver Slipper, our Chamonix/Bronco Billy s complex and Rising Star, are accessed by our customers via routes that have few alternatives.
Our operations in Illinois have certain restrictions as to their operations and requirements for additional investment.
Our information technology and other systems are subject to cybersecurity risk, misappropriation of customer information, other breaches of information security and evolving state and federal privacy laws and regulations.
Headquartered in Las Vegas, Nevada, we have operations domestically in Nevada, Colorado, Illinois, Indiana, and Mississippi.
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REMOVED
As of March 6, 2025, there were 35,875,647 shares of common stock, $0.0001 par value per share, outstanding.
Several of our properties, including Silver Slipper, Chamonix, Bronco Billy s and Rising Star, are accessed by our customers via routes that have few alternatives.
Our information technology and other systems are subject to cybersecurity risk, misappropriation of customer information and other breaches of information security.
Additionally, we benefit from seven permitted sports wagering skins three in Colorado, three in Indiana, and one in Illinois.
Other companies currently operate the active online sports wagering websites under their brands, paying us a percentage of revenues, as defined, subject to annual minimum amounts.
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