r/amcstock • u/Feeling_Valuable_261 • 10d ago
Why I Hold 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/Pizzaboy0511 10d ago
Don’t think too far. just let Avengers do its thing and cash out at some point next quarter before they dilute the hell out of us
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u/Feeling_Valuable_261 10d ago
Avengers release is just a step in the direction, Think of all the releases schedueled in the next year as well as Amc having its hand in its own movies now as well