Records be Breakin!
This year may be the best ever!!!! Cheers APEs
This year may be the best ever!!!! Cheers APEs
You all are obsessed with hating a single stock and anyone who says positive things about it.
You think apes can’t admit they’re wrong and stick to their beliefs no matter what?
Look at yourself- AMC has risen 86% in 3 months while you all keep bashing anyone who supports it. You’ve all been proven wrong by this recent price action.
The box office is experiencing meaningful recovery and AMC generated almost $200 million in free cash flow.
You all militantly hate this stock, even when it defies your expectations, you continue the blind hatred. Yet again you all were claiming there’d be dilution on August 11th, and still NO DILUTION has occurred. Now you’re all moving the goal posts saying dilution will happen in December …. Just like you claim apes move goal posts.
AMC has 700 million in cash on hand and box office rev is breaking records. All debt has been pushed back to mature in 2029. Bankruptcy risk is completely off the table and dilution is very unlikely since they do not need to dilute to survive.
Now the biggest thing that makes you all the same as apes is none of you can have an honest discussion about the value of the stock. You devolve into insults and hateful memes instead of talking rational. Apes just down vote and insult the opposing view JUST LIKE ALL OF YOU!
And you can claim you’re in the right because the stock is down 99%, but truly you’re living in the past. YOU CANNOT IGNORE THAT THE STOCK IS UP 86% in 3 MONTHS. This is a major repricing of amc by the market and you’re all acting like nothing has changed.
I know it’s hard but let’s try to have a real discussion about this instead of acting like children.
Everyone can see the numbers. Up 81% across 3 months. Volume is dry as we currently sit at 9.81m shares traded today on 43.23m 3 month average. I do have shares down 99% but since they got RS’d it’s like .2 shares here, 0.6 shares there. Doesn’t really matter when I was able to buy at 1.50 and 1.00/share at tax time. Iirc AMCs float has traded 2.5x in the last two months. With current institutional holdings, 1.5 million retail investors could own 700$ worth of AMC and between retail and institutions, that’s the float, granted that math was done at 2.38/share. Without institutions only about 300,000 people need to hold $7,000 worth of AMC. After all these years I have faith that’s more than true, considering that number is only 0.086% of the US population and we have a world wide audience. Your hate falls on deaf ears cause this is just a drive by shill popper post supported by facts and sprinkled with my opinions. The float might have 8x’d since last time but when you increase your position by 8x for only 3x the cost, that’s some Deep Fucking Value. Patience is free. I got into AMC knowing it could go to zero but I didn’t have anything before I degen’d into conviction so it’s okay if my conviction is wrong, I didn’t lie under oath, I still have my integrity. NFA, HODL, Diamond Hands and Golden Hearts. Everyone will get what they’re owed even the silly 🤡 🐻s. Do your own due diligence, I’m way too smooth for this ish.
*BetaUnit got me, his numbers are way better than mine so I concede on that point. AMC has 30x’d since the inception of my trading history. I placed my confidence in complacency. Thank you for keeping me in line Beta.
3rd slide added by me.
Be a real shame if these morons understood the difference between revenue and profit.
2023 Q3 net profit: $12.3 million.
2023 interest payments per quarter: $92 million.
2026 interest payments per quarter: $115.9 million.
$23.9 million more in interest payments per quarter.
8% < 11%
$23.9 million > $12.3 million.
::Sad trombone noises::
It's not all bad news, though. AMC's creditors stand to earn $1.2 billion in interest fees until the notes come due in 2029. And AMC investors are due for at least 3 or 4 free Icees between now and then.
AMC has gone 57 days without any major dilution and has risen 86% in the same time. Yet this sub full of heretics and non-believers continues to bash a stock that has done miracles.
Everyone here thought there would be more dilution, but they’ve all been proven wrong. AMC has had 57 days to get a filing together for dilution, but they clearly have not done so.
They have over 700 million in cash and more than enough money to sustain operations without dilution. If they needed to dilute, they would have already done so.
This is absolute proof they will never dilute again. Prove me wrong. What evidence do you have that more dilution is coming you have no evidence because no dilution is coming. Everything you speculate on about dilution is just mindless seething hatred that you have pent up. You’re all just bitter because AMC has completely defied your expectations. Nobody likes to be wrong, but you guys are completely delusional and can’t handle or accept that AMC has nearly doubled, and no dilution happened, which you all said would happen.
So I ask exhaustively yet again where are the apologies? you were all wrong but you’re so small minded that you can’t even admit it. The first step to recovery is to admit your mistakes. Please I want to help you by apologizing you will cleanse your sins. I’m a very forgiving person so I’ll wait for your apology. Just try to hurry up.
86 days ago - first post in another sub saying he opened a $1M short position in AMC. He’s already down $949k at the time he posted his screenshot but he’s still obviously bearish at this point.
77 days in ago - posted screenshot of $986k margin call. He’s obviously freaking out.
31 days ago - first post in this sub saying that AMC will beat earnings expectations the following Monday. He’s obviously bullish at this point. The price is around $2 at this time btw.
15 days ago - price drops from $2.85 on 08/03 to $2.68 on 08/04. Begins his unhinged meltdown posting that continues to this day.
My theory: He got wrecked with the margin call, opened a long position thinking that the stock price would rocket and he’d be able to recoup his short losses but when the price started dropping on 08/04 he realized he might’ve made the 2nd of two catastrophic financial decisions and began trying to extract any possible insight or knowledge from us with all his unhinged ‘Explain it to me!!!’ posts.
Why IS IT CRASHING WHATS GOING ON IM LOSING MY MIND WHY WHY WHY NO NO NI NO.
There was no dilution this should not be dropping you’re cheating please stop it now this instant it’s not fair
Help help help I’m going to end it all and it’s your fault you didn’t explain why the stock is bad none of you explain you just insult please explain now why the stock is crashing when it should be rocketing due to no dilution forever
No dilution for 1000 years. NO DILUTION FOREVER TOLL THE END OF TIME DILUTION IS CANCELED THEY WILL NEVER EVER DO IT AGAIN THE STOCK SHOULD BE ROCKETING BECAUSE KF THIS.
PLEASE MAKE IT STOP DROPING ITS NOT FAIR
People can disagree with Adam Aron’s decisions. But pretending he’s some incompetent guy who stumbled into running AMC ignores decades of serious leadership experience.
Before AMC, Aron had already led major names across travel, hospitality, entertainment, and sports. He served as President and CEO of Norwegian Cruise Line, spent roughly a decade as Chairman and CEO of Vail Resorts, became CEO and co owner of the Philadelphia 76ers, and served as interim CEO of Starwood Hotels & Resorts. He also held senior roles earlier in his career at companies including United Airlines and Hyatt.
Then he took over AMC in January 2016. Under his leadership, AMC expanded significantly through major acquisitions including Odeon & UCI in Europe and Carmike Cinemas in the United States, helping establish AMC as the largest theatrical exhibitor in the world.
Then came COVID, an existential disaster for movie theaters. AMC survived. Aron and his team raised capital, refinanced debt, and kept the company alive through a period when theaters were literally forced to close. Shareholders can absolutely debate dilution and financing decisions, but surviving that kind of industry shutdown matters.
He also pushed AMC beyond simply showing movies. AMC entered the distribution business and brought major concert films like Taylor Swift: The Eras Tour and Renaissance: A Film by Beyoncé directly to theaters. That showed AMC could create new opportunities instead of simply waiting for traditional studios to provide content.
More recently, AMC has continued showing signs of operating recovery, including record quarterly revenue and major improvements in adjusted EBITDA.
That is the résumé people are making memes about.
You can criticize Adam Aron. You can question dilution, debt strategy, acquisitions, or any other decision. Shareholders should scrutinize management.
But there’s a difference between criticism and pretending the man has accomplished nothing.
Norwegian Cruise Line. Vail Resorts. Philadelphia 76ers. Starwood. A decade leading AMC. Global expansion. Surviving COVID. New distribution businesses. Record quarterly revenue.
That isn’t the track record of an idiot.
Adam Aron has been fighting for AMC through one of the most brutal periods the movie theater industry has ever experienced. Debate his strategy all you want, but the cheap personal attacks and constant ridicule are tired.
Respect the résumé. Respect the fight. Give the man a fair chance to finish the job.
Why is this false prediction pinned to the sub? It was dead wrong. WHERE IS THE APOLOGY???
Five years ago it was a $300- $400 stock. Now it is priced just high enough to stay listed on the exchange.
Does anyone see this is a long term play?
I just recently became aware of this stock and the beating it has taken. So now I am interested in taking a flyer on it.
What is the upside and what is the downside?
Not looking for rocket to moon, hedgies trapped, short squeeze narratives…. Just why you think it will succeed or fail.
You all promised that dilution would occur August 11th. You all said AMC needs the cash and has too much debt so they need to dilute.
YET, AMC hasn’t diluted. They’ve held strong because they don’t need the money. THEY DONT NEED TO DILUTE.
AMC IS STABLE AND SOLVENT. They will never dilute again.
So I ask yet again, WHERE ARE THE APOLOGIES FROM ALL THOSE WHO PROMISED DILUTION?
APOLOGIZE NOW. YOU WERE WRONG. APOLOGIZE!
I been watching this stock for years. Prior to any decisions, I like to do perineum sunning with a few guy friends in the FL panhandle sun. Going to AMC for a matinee while playing dress up is also fun.
What do you think the stock will do today?
THEY DID NOT DILUTE. Why is it down. Explain RIGHT NOW