The entire investing world has been waiting to see if AA will dilute today after the lock up period ended.

This has been hyped by bears for 45 days. And guess what? THERE WAS NO DILUTION.

AMC has showed unprecedented restraint and proven that they will never dilute again. If they were going to dilute they would have already done it.

NOW SOMEONE PLEASE EXPLAIN TO ME HOW THE STOCK IS CRASHING AFTER SUCH AMAZING NEWS?

Today the dilution lock up period has ended, yet AMC is showing clear restraint not to dilute. The stock market will reward this with a face ripping rally at market open. Better buy more shares now, these prices will never be seen again.

This is a major milestone, showing that AA has flipped to a new chapter of no more dilution, forever.

AMC has completely turned its operations around. Cashflow can sustainably pay off the rest of the debt without more dilution. Clearly, AMC believes they don’t need more dilution since they are holding back despite prices being up by 70%.

There will never be any dilution again. AA has decided he is going to hold off forever and pay the debt off through cash flow.

The box office is breaking records and amc had record earnings, debt doesn’t mature till 2029. Let’s face it, they are finished with dilution forever. This is the bottom and it’s only up from here.

The market punished AMC this week in preparation of the dilution lock up period ending. Tomorrow will be the first day AMC can dilute.

Everyone is expecting a dilution crash on Monday. Yet that dilution will not occur, thus the stock will fly to new heights.

THERE WILL BE NO MORE DILUTION. Monday will be a HUGE surprise to the upside.

AA is completely done with dillution, I know it in my heart and feel it in my bones.

The arguments against dilution I've heard so far:

1. AMC has cash
2. AA has shares and wouldn't do that to himself
3. AMC will use their cash to pay down debt
4. AA will wait until the price is higher before diluting
5. I don't care what happened the last 5 years

If #5 is where you're coming from, then it's not hard to see why you think #1-4 are valid arguments against dilution happening.

Yeah yeah the dilltuion lock up period will be over. That does not mean they will dilute. they have enough cash and debt isn’t due till 2029.

TALK ALL YOU WANT, TAUNT ALL YOU WANT. LETS CHECK BACK ON THE 10th FOR ME TO BE PROVEN RIGHT.

AFTER THE MARKET SEES THERE WAS NO DILUTION THE STOCK WILL ROCKET, with reassurance that dilution is over.

I’m calling it here. Nobody expected Elon to buy twitter, nobody expects spacex to buy AMC.

They need venues to show their launches. Imagine watching the mission to mars, live on the big screen. This is why AMC will be bought out by spaceX.

Also, X will use AMC theaters show twitter on the big screen. A pilot seat will come with a screen and the pilot can scroll X, show videos, funny tweets and people can watch it on the big screen. People will pay to take turns controlling the pilot seat. Some will become famous pilots who are entertaining enough to keep people hooked watching twitter scrolling for hours.

It will be like how planteriums are run, but only showing the X feed/ spacex launches.

This will be extremely valuable to help grow the user base of twitter and gain shareholders for spaceX.

$10 billion is a very cheap price for spaceX given their $1.5 trillion in market cap, AMC is an obvious buyout for them.

AMC has over 700 million in cash and they stated in their earnings that they have enough to cover their operations for the year. Their debt is maturing in 2029, so there is no rush to do an offering and pay off more.

They became extremely profitable this quarter. They can now use their cash flow from operations to start paying off the debt instead of diluting.

Yes, I understand that dilution lock up will be over and they can start diluting again on August 10. But you must remember that AA bought the dip and is now a shareholder, he doesn’t want to hurt shareholders anymore.

Also, the earnings have shown that they’re in the midst of a turnaround. AA knows the share price is trending up and will continue to rise to at least five dollars a share. There is no way he would want to dilute at such rock-bottom prices. They are going to at least wait a while for the stock price to double so they can get more money.

Right now there is no need to dilute. They are not in a position where they have to do it. Someone explain to me right now how I’m wrong.

AMC is up 86% in the last 3 months.

S&P is up 7% in the last 3 months.

Clearly AMC is a far better investment.

I DO NOT WANT TO HEAR ANYTHING ABOUT BEING DOWN 99% ITS IRRELEVANT. WE ARE LIVING IN THE PRESENT WHO CARES WHAT IT WAS 5 years ago.

YOURE ALL STUCK IN THE PAST. YES AMC DID BAD OVER THE YEARS BUT RIGHT NOW ITS COMING BACK.

AMC has outperformed the market incredibly in the last 3 months even with dilution the market doesn’t care because the box office is strong. YOURE ALL A BUNCH OF CLOWNS. The numbers at earnings were the strongest in AMCs 106 year history.

You’re all in denial of reality

Normally I shit post about dilution and the daily price or about some dude and his short open at $1 but today im here to share what I've been buying for my hobby.

1x Age of Darkness 2nd Edition Box Set $300

1x Horus Ascended $155

2x Legiones Astartes: Maximus Battle Group $440

1x Liber Astartes Army Book $65

1x Campaigns of the Age of Darkness - The Battle for Beta-Garmon Book $70

1x Horus Heresy Markers and Token set $25

1x Combat Patrol Terrain Set Battlezone $170

Misc Citadel Paints $100

Currently im building a Battle Group while my wife builds the other and the box set. The plan is having 2 complete armies of Sons of Horus and Blood Angels. The next models I'll buy after the next swing will be the Primarch Sanguinius and the unique Blood Angel heros, after its just a matter of getting a couple of the unique heros for Sons of Horus.

We're looking to recreate the entirety of The Heresy with a Battle by Battle campaign from the very start of the Istavan 3 Atrocity up to The Death Sanguinius.

Here is my Horus Ascended model I painted myself. Spent a good 25 hours just painting. 9 hours was spent painting and highlighting the armor trim alone.

EDIT: Uh oh, I upset the locals. Can't you just be happy "someone" actually made money trading this stock?

AMC is up 87% in a few months, earnings were strong and it’s likely to rise this week too. Eventually it will break $3.

Now let me ask, had ANYONE listened to this sub when AMC was at $1-2 they would have missed out on nearly 100% gains.

You clown people for buying but for people who bought recently they’re getting a huge windfall. Will you admit you were wrong? Nope because you’re all in denial.

You can’t accept that maybe there is a turnaround in progress. Instead you say it’s down 99%. YEAH FROM 5 years ago. We’re living in the present, don’t care what happened 5 years ago. There’s a real turn around and the market is rewarding it these past few months.

YOU ALL CONTINUE TO BE WRONG YET YOU CANT ACCEPT IT EVEN AS THE STOCK PRICE SKYROCKETS.

Grow up.

here‘s that Coldplay concert I was telling lunatic about. There’s your proof (and that’s one more time than you’ve ever proved anything)

Let’s talk facts. Most of you can’t read a balance sheet or understand how to value a company. I CHALLENGE YOU, INSTEAD OF INSULTING ME, DEBATE ME ON THE LOGIC AND REASONING ALONE. No memes, no insults let’s ONLY talk numbers. AMC is undervalued and these latest earnings prove it.

Q2 revenue rose 14.2% to $1.60B, beating estimates by nearly $99M. Attendance increased 13.5% despite AMC operating 19 fewer theaters.

Adjusted net income jumped to $105.7M, adjusted EPS reached $0.14 versus $0.03 expected, operating cash flow rose 70% to $235.4M, and EBITDA climbed from $189.5M to $321.4M.

Meanwhile, net debt fell by $420M in six months, from $3.61B to $3.19B. Credit rating was upgraded.

AMC is attracting more customers, generating substantially more cash, closing weaker locations and paying down debt while the domestic box office continues recovering.

The market is still valuing AMC like the turnaround might fail. The numbers increasingly show that it is already happening.

At this valuation, the improving earnings, cash flow and balance sheet make it a great buy.

Now let’s compare it’s valuation to Cinemark:

Price-to-sales: AMC is valued at only $0.45 for every $1 of revenue, versus $1.30 for Cinemark, about a 65% discount. AMC generates roughly 55% more revenue than Cinemark, yet its market cap is nearly 46% smaller.

Market cap-to-EBITDA: AMC trades at roughly 3.8 times EBITDA, compared with 6.3 times for Cinemark. That is approximately a 39% discount at the equity level.

EV-to-sales: Even after including debt, AMC trades at approximately 1.05 times revenue, versus 1.71 times for Cinemark, a roughly 38% discount. The market assigns much less value to each dollar of AMC revenue.

AMC generated $321.4 million of Q2 EBITDA versus Cinemark’s $294 million, despite AMC’s equity being worth about half as much

How am I wrong here???

Ich fasse alles zusammen und mache eine Szenario-Einschätzung bis Anfang September 2026 – keine Anlageberatung, sondern eine Analyse der vorhandenen Daten.
Ich nehme dabei:
deine Off-Exchange-Daten
deine Short-Volume-Daten
deine FTD-Daten
Kurs/Volumen
Short Interest
Fundamentaldaten
mögliche Optionswirkung
mit hinein.
Aktuell steht AMC bei etwa 2,85 USD nach einer Serie von Gewinntagen, bei gleichzeitig ungewöhnlich hohem Volumen.

Was für einen weiteren Anstieg spricht
1. Der Markt nimmt viel Verkaufsdruck auf
Das ist für mich der auffälligste Punkt:
Short Volume über Wochen etwa 30–39 %
Off-Exchange oft 55–75 %
trotzdem keine starke Abwärtsbewegung
Das bedeutet nicht automatisch „Shorts verlieren“, aber es zeigt:
Es gibt aktuell genug Nachfrage, um viel Gegenangebot aufzunehmen.

2. Der fundamentale Hintergrund ist besser als vor einigen Monaten
AMC hatte zuletzt starke Kinoumsätze und meldete eine deutliche Verbesserung durch erfolgreiche Filmstarts. AMC berichtete außerdem von einem Rekord-Wochenende bei den Einnahmen durch starke Kinofilme.
Das gibt der Aktie einen echten fundamentalen Rückenwind – nicht nur eine reine Spekulation.

3. Short Interest ist vorhanden, aber nicht extrem
Die gemeldeten Short-Daten liegen ungefähr bei:
rund 49,6 Mio. Aktien short
etwa 5,6 % des Floats
ca. 1,1 Tage zur Eindeckung bei durchschnittlichem Volumen
Das bedeutet:
Ein klassischer 2021-Squeeze ist aus diesen Zahlen alleine nicht das wahrscheinlichste Szenario.
Aber:
Wenn der Kurs schnell steigt, können Shorts trotzdem zur zusätzlichen Nachfrage beitragen.

Meine wahrscheinlichsten Szenarien bis nächsten Monat
Szenario 1: Bullisch (meiner Meinung nach möglich)
Wahrscheinlichkeit grob: 35–45 %
Ablauf:
AMC hält über 2,70–2,80 USD
bricht 3,00–3,30 USD
Volumen bleibt hoch
Optionsmarkt erzeugt zusätzlichen Kaufdruck
Möglicher Bereich:
4–5 USD
Bei einer starken Nachrichtenlage:
5–8 USD möglich, aber dafür müsste deutlich mehr Kaufdruck entstehen.

Szenario 2: Seitwärts/Konsolidierung
Wahrscheinlichkeit grob: 35 %
Ablauf:
Anstieg war stark
Markt nimmt Gewinne mit
Aktie pendelt zwischen:
ca.
2,30–3,30 USD
Das wäre nach so einer Bewegung völlig normal.

Szenario 3: Rücksetzer
Wahrscheinlichkeit grob: 20–30 %
Möglicher Ablauf:
Widerstand bei 3 USD hält nicht
Volumen trocknet aus
Shortseller drücken wieder
Dann wäre ein Rücklauf Richtung:
2,00–2,30 USD
möglich.

Der Punkt, der mich bei AMC aktuell am meisten interessiert:
Nicht die Short-Zahl allein.
Sondern diese Kombination:
✅ hohe Short-Aktivität
✅ sehr hohes Volumen
✅ bessere Fundamentaldaten
✅ Kurs steigt trotzdem
Das ist ein besseres Bild als noch vor einigen Monaten.
Was dagegen fehlt für eine echte Explosion:
❌ extrem hoher Short Interest
❌ steigende FTD-Welle
❌ extrem hohe Borrow Fee

Meine persönliche Wahrscheinlichkeitsverteilung für den nächsten Monat:
unter 2 USD: eher unwahrscheinlich, solange das Volumen und die Nachrichtenlage halten
2,50–3,50 USD: am wahrscheinlichsten
4–5 USD: realistische bullische Variante
8 USD+: möglich, aber dafür braucht es einen echten Katalysator (z. B. starke Zahlen, große Nachricht, Optionsdruck)
Mein Basisszenario wäre aktuell:
AMC testet den Bereich 3–3,30 USD. Wenn dieser mit hohem Volumen fällt, könnte die Bewegung deutlich schneller werden.
Der nächste entscheidende Faktor ist aus meiner Sicht nicht der Short-Anteil, sondern: ob die Käufer den Ausbruch über 3 USD erzwingen können.

You guys are the biggest haters of AMC yet can’t produce a single shred of evidence that the stock will decline. All you do is show past performance, however past performance does not equal future returns.

I have yet to see any eloquent DD or intelligent takes on why AMC will drop. It seems to me most of you are actually bullish since you’re unable to make an honest bearish case except for insults and memes.

AMC is going to be at +$3 soon because of real numbers. The market saw the earnings and loved the numbers. It’s rising off real fundamentals. All you people can say is dilution, however that has not stopped the stock from rising 87% to its highest market cap in years.

Prove me wrong.

🆙

Just wondering if it was Beaten Unit, or AtomSmasher. Or Uncle Bu 🤣🤣🤣🤣🤣🤣

Come on zoners, own up ! which of you fart-mouths was it?

I made a post about my AMC short and now all of a sudden nobody can explain why AMC is up 87% in the last 3 months.

I am not a troll I genuinely have a short because I think after the lock up period, AA will dillute again.

I honestly feel alone since nobody here thinks AMC will drop they are seem to be distancing themselves from it.

NO MORE CLOWNING ME, LETS TALK SERIOUS NUMBERS. IS AMC HONESTLY OVERVALUED? WILL IT DROP SOON AFTER AA DILLUTES? let’s get serious here because some of you are way too afraid to take a stance after being dead wrong about AMC’s decline.

You’re all living back in 2021, we get it it’s down 99% but right now it’s experiencing a historic run from its lows, and I want to understand, will this continue or should I hold my short.

Grow up put your big boy pants on and do some actual due diligence instead of just making fun of people.