r/amcstock

If you have the time take the fam or friends to go see a movie and decompress after a long work week. Hope you got the chance to grab a few more discounted shares and I hope you all have a great weekend. This community is awesome!

AMC’s new debt docs appear to allow up to $50M for buybacks or dividends.

Doesn’t mean it’s happening. But if EBITDA and free cash flow keep improving, a buyback would send a hell of a signal.

AMC has spent years selling shares to raise cash.

Going from dilution to buying shares back would completely flip the script.

The day AMC becomes a buyer of AMC instead of a seller… things get interesting real fucking fast.

After years of being diluted , is there chance of a realistic recovery.
I’ve been here for years now, down over 200k ( because I was greedy)
What are your predictions?
I’m an OG ape, still haven’t sold a single share, and still believe ….
Thanks

https://preview.redd.it/d3sbdfmxeyth1.png?width=1826&format=png&auto=webp&s=7917098ecf9dff7b2bc3d012490ce55f2f8540c4

Rest up, and plan how you're gonna use all the bags you make! Stay zen my gentlefriend!

Refinanced debt and earnings in a few weeks after this killer box office

Happy monday APEs, Great job pushing revenue higher and great job by AMC to weather the covid and corruption storm. Remember when they said theatres are dead....spoiler... they ain't :)

notes not due until 2031-32

At least tomorrow is payday. This dip came at the perfect time 😂🍿

..is really an interesting idea. I like how management is doing everything to make it better. I hope they no more dilute shares.

AMC is no longer simply a "can it survive?" story. It increasingly looks like a "can the operating recovery become strong enough to repair the balance sheet without destroying per-share value through dilution?" story.

There are genuine positive developments: record Q2 revenue/adjusted EBITDA, sharply improving recent attendance, higher revenue per patron, substantial cash, and debt maturities pushed farther into the future. �

AMC Entertainment Holdings, Inc. +1

But there are also unusually large risks for common shareholders: heavy leverage, expensive debt, negative book equity, continued net losses, and major historical/potential dilution.

For due diligence, those factors make future cash flow, debt reduction and share count more informative than simply asking whether the 2027–2028 movie slate will be strong..... BULLISH

AMC closed at $2.76 today and honestly it just felt like another classic AMC faceplant.

The thing I’m watching tomorrow is $3 max pain.

Those $3 calls are pretty sleepy down here, but they’re not totally irrelevant. If AMC can get back up around $2.90, they start getting a lot more interesting again.

One thing I’ve been wondering is whether some of today’s drop was dealers unwinding call hedges as the stock moved away from $3. Not saying that caused the whole move, but it could’ve added some pressure.

For tomorrow, if AMC stays under $2.70, I’m not expecting max pain to matter much. If it hangs around $2.75 to $2.85, probably just more chop and decay. If it gets back over $2.90, that’s where I think the $3 strike starts coming back into play.

The $2.50 puts are still OTM, so I’m not treating $2.50 like some automatic magnet either.

Then right after expiration we’ve got the refi expected to close around Oct. 5, plus the Q3 earnings date still waiting to be announced.

So I guess the whole thing tomorrow is pretty simple:

Does AMC stay stuck in the $2.70s, or does it get close enough to $3 to make the options chain matter again?

NFA. Just what I’m watching.