AMC ENTERTAINMENT AMC US
June 09, 2017 - 10:27am EST by
member
| 2017 | 2018 | ||||||
| Price: | 23.50 | EPS | 0 | 0 | |||
| Shares Out. (in M): | 131 | P/E | 0 | 0 | |||
| Market Cap (in $M): | 3,075 | P/FCF | 0 | 6.8 | |||
| Net Debt (in $M): | 4,664 | EBIT | 0 | 0 | |||
| TEV (in $M): | 7,500 | TEV/EBIT | 0 | 0 | |||
- None found
- BETA
- AMC ENTERTAINMENT HOLDINGS AMC S 05/29/2021
- AMC ENTERTAINMENT HOLDINGS AMC June $1 puts 02/24/2023
- NATIONAL CINEMEDIA INC NCMI S 02/13/2017
- AMC ENTERTAINMENT HOLDINGS AMC 11/13/2019
- AMC ENTERTAINMENT HOLDINGS AMC 02/13/2018
- AMC ENTERTAINMENT HOLDINGS (1ST LIEN BONDS) AMC 11/13/2020
- AMC ENTERTAINMENT HOLDINGS AMC 06/02/2017
- AMC ENTERTAINMENT HOLDINGS AMC S 11/19/2018
- National CineMedia NCMI 12/31/2007
- National CineMedia NCMI 03/23/2020
Description
| 2 show sort by |
You are not eligible to view 29 messages. To gain access to more recent message posts signup free for membership.
| 90 | |
Allow me to take the other side. I think the setup here is fantastic. I believe lots of people are selling for tax losses (virtually everyone well underwater especially the secondary buyers earlier this year... login to read the rest | |
| 89 | |
Many of my views around the industry have not changed, but mgmt has undermined aspects of the original thesis to an extent that I no longer want to be involved. | |
| 88 | |
JSTC — echoing majic, curious on your updated thoughts. Current setup seems interesting despite the execution missteps. | |
| 87 | |
Reason?
EDIT: Besides management's inept execution? Do you have a new view on exhibitors? RGC takeout price implies a much higher price for AMC, adjusting for Europe assets. | |
| 85 | |
It's all just a ponzi scheme. You don't need AMC to do that; it will happen anyway as HMNY burns through all it's cash by buying movie tickets. Winners will be AMC shareholders and HMNY | |
| 84 | |
AMC should buy MoviePasses in bulk. Not the company... just buy all the MoviePasses available at Costco for $89...effectively a direct transfer of $$$ from HMNY investors to AMC investors. What a deal. The | |
| 83 | |
RGC, IMAX and CNL all seemed ok to decent. Sector is hated. | |
| 82 | |
I am long now. This board convinced me to wait which saved baeucoup dinero. Also got me long. Hope the Chinese owner stays out of jail. | |
| 81 | |
Funny thing is I won't go to movies with a low RT score. But I might also go to one with a high score. I think the thing is many/most movies suck so RT is | |
| 80 | |
Q1 was a record, Q4 will be a record, but because the summer sucked movie theaters are dunzo.
In other news, AMC is now hard to borrow w/ tough locate and fees @10%.
| |
| 79 | |
it's all rotten tomatoes' fault. | |
| 78 | |
La times link | |
| 77 | |
I think NCMI is extremely compelling here and trying to figure out where I could be wrong.
What do you think this biz would look like @ $350M annual revenues? Would margins still be >45%?
At... login to read the rest | |
| 76 | |
Also who pays for parking at a movie? The only place you'll pay for parking at a movie theater is NYC. | |
| 74 | |
Why does anyone go to the movies now? Why not just wait 9 months and see it for free on premium cable. Or better yet, wait a few years and see it for free on... login to read the rest | |
| 72 | |
I agree 100%. Here is a thought: exhibitors should AGREE to it. Embrace it. And let the consumer decide. I am certain the impact would be marginal, if any, and investors could finally move on... login to read the rest | |
| 71 | |
1) $30, $50. Nobody is paying that absent an extremely small minority. It's not about just saving a few $ vs. going to the movies if you would even save money. This has been debated... login to read the rest | |
| 70 | |
1-The difference between $30 and $50 could matter. If it costs less than going to a movie at $30--and you pay once and a family of five can watch--that might be attractive. Particularly if you... login to read the rest | |
| 69 | |
https://www.bloomberg.com/news/articles/2017-08-18/hollywood-apple-are-said-to-mull-rental-plan-defying-theaters
Some thoughts.
1) VIC is full of 1%ers who aren't representative of the general population. Even given that, how many of you would spend $30-$50 to rent a movie at home? I'm guessing virtually... login to read the rest | |
| 68 | |
1-You have a rosy view of studio/theater economics that I don't share. Theatrical distribution on the studio side is a hit-driven, capital intensive, low-margin business. Your aggregate box office numbers tell you nothing about margin... login to read the rest | |
| 64 | |
It is amazing how a general narrative can color people's analysis and thinking. Every wise guy is long FANG and short anti-FANG (retail, old media, etc). Meanwhile the movie business is one of the last... login to read the rest | |
| 58 | |
I am just in awe. This is actually great news -- a deep pocketed startup willing to burn money will be subsidizing price sensitive movie goers and theaters get full price! | |
| 57 | |
Funny - I never thought I would use the term "fake news" before, but I have never seen anything like this. AMC down with a Bloomberg headline about AMC slashing its movie pass pricing having... login to read the rest | |
| 55 | |
I will reiterate what I said---the industry is completely dependent on one supplier for the high-quality product that drives audience-Disney. That is a relatively new dynamic-and it is not a healthy one. | |
| 54 | |
i think the thread is relying too much on anecdotes from a narrow demographic.
the movies are extremely expensive relative to the alternative, but it's not just that. July retail sales just ripped. forget Dick's and... login to read the rest | |
| 50 | |
1-If the moviegoing experience is as special as you suggest--then Disney should definitely go day and date because it will not cannibalize any of their business--it will grow it. Consumers who agree with you about... login to read the rest | |
| 48 | |
I think the question misses the mark a bit. It not about the cheapest way to consume Disney products...its about getting out. On a rainy sat i would take the kids to the movie theater... login to read the rest | |
| 47 | |
The chinese angle was weird - it really has nothing to do with AMC - which as you point out has several actual reasons to be concerned. BTW, if one were to fear some sort... login to read the rest | |
| 46 | |
Disney is on record to being the only studio with no interest in PVOD so I have no idea why they would then launch a sub service offering their moves day 1 in home.
That being... login to read the rest | |