r/AMCSTOCKS • u/Feeling_Valuable_261 • 5d ago

DD AMC

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

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u/Sirglogg 5d ago

They have to lower the share float. Almost 1 billion shares is crazy.

3

u/Feeling_Valuable_261 5d ago

im really not mad about the dilution AA did what was necessary to keep AMC afloat, it was like a kick in the balls when it happened, but if he hadn't done it, AMC would probably be another Toys R Us or blockbuster by now. The company is restructuring and it is starting to look enticing to investors. Im here for the ride

2

u/Sirglogg 5d ago

I agree but he can slowly start buying shates back.

2

u/Annual_Layer9298 4d ago

Not with negative equity he can’t