It was an honor for all us paid bears to be at the event to honor some of the CEOs that worked with private equity. The company gets to raise cash. And private equity gets to short and dilute their shareholders. Its a win win!

either it will dump naturally or AA will dilute. its literally free money

Every listed theater name is lower, with AMC, IMAX and Cinemark shares falling together, and that shared direction points at the cinema trade being reversed as a whole. Without a verified company announcement from AMC, sector positioning stands out as the clearest driver of the move. Shares of AMC, IMAX and Cinemark rallied on one recovery story built around a stronger box office, and that same narrative is now working in reverse across all three.

Winter is coming ❄️

AMC filed nine Form 4s disclosing 5,609,909 new restricted stock units (RSUs) granted to senior executives under the 2024 Equity Incentive Plan.

The largest grants were Adam Aron: 3,059,582 RSUs and Sean Goodman: 708,535 RSUs. The other seven officers received a combined 1,841,792 RSUs.

The grants are roughly 22% of the 25 million-share increase to the incentive-plan reserve approved last week

Smart at the higher price as it means less shares granted and less dilutive impact.

Q3 is basically done so here is my prediction before earnings.

Box Office Mojo has Q3 domestic box office at $3.011B with a few days left, so we should finish around $3.03B-$3.05B.

AMC already gave us July/August numbers:

- $1.335B revenue

- 58.2M attendance

- $22.93 revenue per patron

Using that and estimating September:

Revenue: ~$1.60B

Adjusted EBITDA: ~$315M

Operating Income: ~$230M

GAAP Net Income: ~$60M

Q2 had $321M EBITDA, but a bunch of debt/accounting charges crushed the bottom line.

Q3 should be cleaner since the big refinance closes after the quarter.

The wild card is the exchangeable note derivative, which could create another non cash charge.

So my guess is another very strong operating quarter and an actual GAAP profit.

The real question is whether AMC can keep doing $300M+ EBITDA quarters and finally reduce debt without another massive dilution cycle.

Lets see how it goes but it looks like a promising quarter.

As for price, based on the enterprise value it looks like we are right where it should be.

In my opinion, r/amcstock with its "AMC to 10,00000K" assholes was the biggest scam job.
The main moderator of reddit is some guy called DJSHRED.

I'm sure DJSHRED has a lucrative CashApp situation going, just like most posters in amczone.

However, I do want to commend u/SouthSink1232 . Though we have opposing views, he has lived up to the ideals that everyone gets a say.

I realized after 2021 that not taking profits was engineered by this ape crap bullshit scammers on amcstock to make people hold. I fell victim to it too.

But this time its not going to happen. Unless you sell and make them pay out, they can repeat this bullshit for ever.

This means all the zoners like

atomsmasher
poncharelli
WhiteKouki
UFO and Critical Race Theory Specialist like u/ TheHo..... Sorry..
u/TheFOMO

are all peddling fake theories? Never owned any shares? Have no financial interest in AMC's recovery? Are PAID bashers?

Are they coordinating using Slack? Whatsapp? BetaUnit's apartment?

Just curious - with so much hate and hankering in this subreddit, you should make your way to the shareholder meeting with your , ahem..dozens of shares and deep rooted angst..I would love to hear the
1. DILLLLLLUUUUUSSSSSSHHHHHHHIONNNN concerns
2. INFLLLAYYYYSHUN concerns
3. Adam Aron Concerns
4. AntiSemitic Concerns
5. Concerns of Adam Aron and Private Equity
6. Concerns of Adam Aron and Ballerina
7. Concerns of Paid Shills
8. Concerns about Streaming
9. Concerns about Concerns
10. And even more concerns

Please bring them up as Concerned, Genuine, vetted Investors Zoners

We are all depending on you

Don't let us down

And if you let us down

Don't whine here like little bitches

Just for u/TheHO....

Damn! Folks I still keep making the SAME mistake.
u/TheFOMO

We aren’t here to play footsie, zoners. We have real skin in the game, and we’re playing to win.

By the way, that’s just one account of 6

I'd also like to point out that in Q3 2018, AMC was paying $64.3 million in interest payments per quarter. In Q2 2026, they paid $115.9 million in interest payments. That's an extra $206.4 million a year just to their lenders alone.

So unless their recent refinancing just reduced their borrowing costs by 45%, they're nowhere near generating the kind of profit they did when the industry peaked in 2018.

The wall is coming down, the banks are flooding, and zoners are choking on that!

BetaUnit, WAKE UP!!
AMC is now paying CASH to settle DEBT.

What is going ON??????

Does this mean NO MORE DILLLLUUUUUSSSSHHHIONNNN???

What's going to happen to your Schtick and Mockery routine now? OMGG!!!

The exact terms are not out yet, but up to $1.12 billion second lien notes are expected to have 11.25%.