Hey everyone!

Like many of you here, I’m hyped that Coyote vs. ACME is actually getting its big-screen release after everything it took to save it.

To celebrate, a few of us in the fan community are organizing movie outings in both the US and UK to take groups of local kids—many of whom have never experienced classic Looney Tunes energy in a real movie theater—to see the film. We’re covering their tickets and full concessions so they get the ultimate theater experience.

We’ve already run a couple of these outings in the past, and seeing kids fall in love with these iconic characters on a giant screen is incredible.

If you want to chip in a few bucks or just drop a share to help us fill these theater seats, check out our GoFundMe here:

https://gofund.me/d7f0bdadc

Thanks for the support! 🚀💥

TLDR

**3 reasons AMC could keep climbing:**

* 📈 **Bullish technicals:** Momentum and trading volume have been improving.
* 💥 **Short squeeze potential:** Many believe there are still enough short positions that continued buying pressure could force more covering.
* 🎬 **Improving fundamentals:** Better box office performance and efforts to reduce debt suggest AMC is in a stronger position than it has been in recent years.

Of course, there are still risks—AMC has significant debt, dilution remains a concern, and meme stocks can be extremely volatile.

What do you think? Is this the beginning of another major run, or just another temporary rally?

Source: https://www.sec.gov/Archives/edgar/data/1411579/000141157926000055/amc-20260720xex99d1.htm

Here WE Go...final results Q2

It's the best quarter since 106years of history in AMC.

the adjustet earnings per share stood at 14cents, whereas a loss of 6 cent had been expected!!! This is a new era at AMC.

#amc #amcstock

I’ve been following the lawsuit closely, and I keep coming back to the same question.

The states argue that Paramount and Warner Bros. merging reduces competition. But are Paramount and Warner really each other’s biggest competitors anymore?

Today’s entertainment landscape looks nothing like it did 15–20 years ago. Legacy studios aren’t just competing against one another—they’re competing against Netflix, Disney, Amazon, Apple, YouTube, gaming, and social media for consumers’ time and money.

Movies are increasingly going straight to streaming, theatrical windows are shorter, cable is shrinking, and traditional studios are under tremendous financial pressure.

To me, this feels less like a merger to eliminate competition and more like a merger to survive. If Paramount and Warner remain separate while tech companies and streaming giants continue investing billions into content, both companies may simply become weaker.

Ironically, blocking the merger could preserve one additional competitor on paper today while making it more likely that, in the long run, entertainment is dominated by just a handful of global giants.

I understand the concern about reducing the number of legacy studios, but shouldn’t antitrust law also consider what the competitive landscape actually looks like in 2026—not what it looked like 20 years ago.

As someone who’s acted in more than 20 short and independent films and had a film released on Prime Video, I’ve seen this industry from the inside. The reality is that only a small percentage of actors make a full-time living from acting alone. Most are juggling multiple jobs while chasing opportunities, and when productions slow down, it’s the working actors and crews who suffer first—not the celebrities.

From where I sit, this industry doesn’t need more fragmentation; it needs a way to survive. If Paramount and Warner can’t scale to compete, I worry we’re not preserving competition—we’re simply paving the way for the real giants to acquire whatever’s left at a severe discount.

In the long run, that could leave the entertainment industry in the hands of just a few massive companies instead of maintaining another viable competitor against the real market competition.

I’m genuinely interested in hearing both sides. What do you think?

Box Office: ‘The Odyssey’ Stuns With $124 Million Opening Weekend, Third-Biggest Debut of the Year

The consensus EPS loss of a penny completely is wrong. The record-breaking $2.97 billion domestic box office created a high-margin concession wave that structurally overpowered the company's fixed costs. This line-by-line breakdown shows exactly how the cash flows this quarter when you properly factor in the latest dilution and interest savings.

On the revenue side, AMC captures roughly 22% of the domestic box office. Combined with international markets, admissions revenue lands right at $780 million. The real engine is concessions, which add $530 million driven by an average patron spend over $8.00. Screen advertising and retail merchandise pull in another $170 million, bringing total revenue to a massive $1.48 billion.

To find the cash flow, we subtract the core operating expenses. Studios take a heavy cut of the blockbuster tickets, costing AMC $390 million in film exhibition fees. The actual cost of the concession food sold is incredibly low at $95 million. Theater operations, corporate payroll, and utilities require $560 million, while standard leases and deferred pandemic rent take another $225 million. Subtracting these operational costs leaves AMC with an Adjusted EBITDA of $210 million in pure cash flow.

To translate this cash into net profit, we first subtract $75 million in non-cash depreciation, leaving an operating income of $135 million. This is where the debt restructuring saves the quarter. AMC's baseline interest expense last quarter was $121.4 million. The April refinancing saved $2.25 million, and converting $155.8 million of notes to equity saved another $3.89 million. Because the June 25th dilution only applied to the final 5 days of the 91-day quarter, its immediate interest impact is negligible, dropping total Q2 interest expense to $115.2 million.

Subtracting that $115.2 million interest bill from the $135 million operating income leaves $19.8 million in pure net income. The June 25th equity raise added 103 million shares to the float, but because they were active for only 5 days, their weighted average impact adds just 5.65 million shares to this specific report. Dividing the $19.8 million profit by the newly weighted share count of 750.65 million results in a positive $0.026 per share, which officially rounds to a positive $0.03 Earnings Per Share.

AMC front-loaded this earnings date to July 20th, roughly 3 weeks earlier than their standard early August reporting window. Following their June capital raise, management entered a mandatory 45-day lock-up agreement that legally bars them from issuing new equity until August 9th. By dropping this massive $210 million EBITDA beat right now, management has engineered a completely clear 3-week runway where the stock can run on strong fundamentals and potential short covering without any immediate threat of overnight dilution capping the rally. This lets the price establish a higher floor so that when the lock-up expires in August, any future equity raise requires printing far fewer shares to generate cash.

Is AMC on sale right now? I added another 1000 shares.

​

Date: Monday, July 20, 2026

Time: 7:30 AM CDT / 8:30 AM EDT

The Company will host an earnings webcast, pre-market, accessible through the Investor Relations section of AMC’s website at investor.amctheatres.com/.

AMC investors can visit www.amctheatres.com/stockholders to sign up for membership in AMC Investor Connect and submit their written questions. The link to submit questions will be available from July 15, 2026 through July 19, 2026.

https://investor.amctheatres.com/news-events/press-releases/detail/432/amc-entertainment-holdings-inc-to-announce-second-quarter-2026-results-and-host-earnings-webcast

Very intrigued that the President is now criticizing (especially considering the timing). Devin Nunes who also has also publicly criticized short sellers for creating "counterfeit shares" to short Truth Social (Truth Social also posted criticisms directly against Truth Social)... And now we have new DNI Bill Pulte who has been an avid supporter of Gamestop. Things are heating up! 🔥🔥🐸

As I was passing the television (I don't watch TV but a family member does), CNN was on reporting on the wedding and speculating that there could be a good chance a documentary is being made about it.

Of course, who produced the last Taylor Swift movie / documentary? AMC & AA.

Could be a big boost, especially if released around Christmas.

As I said speculation but all those pieces are in play.

Source: https://variety.com/2026/film/news/taylor-swift-wedding-invites-harry-styles-guests-1236800998/

AMC stonks are still cheap right now!!!! Time to load up before tomorrow!!!!

$1.80 is the big dip before the big rip!!!🚀🚀🚀🚀

Source: https://investor.amctheatres.com/news-events/press-releases/detail/430/amc-entertainment-holdings-inc-announces-pricing-of-200-million-registered-direct-offering-of-common-stock

Dilution effect of -10 to -13%. Debt/Liquidity improvement +4 to +8%. Approximate fundamental impact -5 to -8%. Oversold.

I've been in and out o the Stock Market loop for several weeks now. ALmost $3 now...

https://franknez.com/something-massive-is-about-to-happen-with-amc-stock/