📝 Century Casinos $CNTY (#2) Q4 2024 Update
From Shareholder Frustration to Financial Conviction: What the Numbers Say
Welcome back dear fellow 🧙♂️ Hermits 👋
Here is the previous update on CNTY:
And the Century Casinos thesis:
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Earnings Q4 2024 Update
Century Casinos has announced a few filings that will translate into substantial changes for the company. This information is derived from the official announcements dated March 13 and 14, 2025, and is supported by data gathered from over two years of meticulous observation and analysis of the company.
Briefing
Today’s post has a ton of information about the developments of CNTY.
A Heated Exchange with Management – The earnings call unexpectedly included direct shareholder criticism. But was the frustration justified, or did it miss the real picture?
The Real Drivers of Value – While some fixate on stock price and buybacks, the real game-changer might lie elsewhere on the balance sheet. The numbers tell a different, more compelling story.
Why 2025 is a Pivotal Year – With major operational bets ramping up and a critical financial shift on the horizon, this year could set the stage for a massive revaluation - but only if management executes.
Curious? Here’s a full 12-min breakdown of what actually matters
