Tuesday, October 21, 2014

Voiding Taj Mahal union contract “great news" for remaining casinos, say experts



A federal bankruptcy judge voided the Trump Taj Mahal's union contract on Friday, a move that isn't likely to save the troubled casino but should be a boost for Atlantic City's remaining ones, according to experts.


"It's great news for the city and employees. The unions are trying to behave like nothing has changed from seven years ago when the city was at the top of its game," said Roger Gros, publisher of Global Gaming Business. "They were trying to make believe that [they could] be continued to be paid the same even though casinos are making half of the money."

Trump Entertainment has been involved in a battle with the union in two areas: Union members were asked to give up their health care plans in favor of a $2,000 credit that could go toward health care costs. It also wants them to substitute pensions for 401(k) plans.

The decision by Judge Kevin Gross in Delaware to grant a request by Trump Entertainment to terminate its contract with Local 54 of the Unite-HERE union is a reality check, gaming experts said.

"Take a look at the situation, it was closing in a month and [the union members would] lose their jobs and their benefits," said Alan Woinski, chief executive of Gaming USA Corp. in Paramus, N.J. "That was basically what they had: Lose their jobs in a month or lose their benefits at the end of the month."

With the voided contracts, union members would lose their benefits but would still have a job if the casino is able to remain open. Many reports suggest that it could close in November without new investment.

Even footing for remaining casinos

The last two union contracts dealt a serious blow to the remaining casinos because it gave Unite-HERE the upper hand, including negotiations with Tropicana.

Experts say they've been able to bully the casinos into signing contracts by threatening to strike. In its heyday, a strike would be tough but something a casino can rebound from. In today's tight financial times, a strike takes on even more serious financial burdens.

"The last thing casinos wanted after [Hurricane] Sandy was a strike. If you're Unite-HERE and you know the casinos are struggling to recover from being closed from Sandy, if you threaten them with a strike, they're going to roll over, which they did," Woinski said.


It didn't seem like union president Bob McDevitt believed the declining revenue numbers because he would still go in and ask for more, Woinski said.

"The continued declines in revenue showed it was working other way around instead of pressuring them into higher contracts," he said.

The remaining casinos have some footing in the situation now."The balance of power has shifted back to the casinos. Casinos have leverage now. The union leaders can't come and say you have to pay more. They'll say, 'Are you crazy?'" Woinski said. "So instead of the power being more towards unions, now we're trying to survive, so you either work with us or we don't need you anymore.

Terminating the contract may not be enough to save Taj Mahal

Terminating the contracts will no doubt help Trump Entertainment's financial troubles as it struggles to keep the casino open. But experts say the judge's decision isn't enough to save it.

"Will Trump Taj Mahal survive? No. They need an investment and they need to turn things around," Woinksi said. "They were down 20 percent last month, so this doesn't guarantee success but it helps … They definitely need the investment by Carl Icahn and get rid of everybody who runs that company."

The Taj Mahal reported a 22.9 percent decline in total gaming win for September year-over-year, according to a report by the New Jersey Division of Gaming Enforcement. Bondholders, rather than those with skin in the game, led to the casino's decline.

"Bondholders can't operate casinos, and that's what happened — not that [Donald] Trump did a great job — but every casino in the U.S. that's taken hold by bondholders either went bankrupt or sold for pennies," Woinski said. (Trump sold his stake years ago.)

Other casinos that had the same fate include Revel and Greektown Casino in Detroit.

"The state has to come and put some skin in the game. What really needs to happen is a whole reevaluation of the property tax process in Atlantic City," Gros said.

"There has to be a reevaluation of the city so taxes are fair. There needs to be a reduction in the size of city government right now, which is starting to happen. The new mayor is aware of what he needs to do. It just takes time."

If Trump Taj Mahal closes on Nov. 13, it will join a list of other troubled casinos that closed earlier this year: Atlantic Club, Revel, Showboat and Trump Plaza.

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