Prudent Capitalist
2日前
LOL! "Hycroft going into production"? Certainly not any time soon. And AMC sold off most of its investment in HYMC at a loss.
And the market is not viewing the release of Hycroft's SK-1300 Technical Report summary favorably given the serious drop in the share price since its release earlier this week with HYMC opening down hard (-10.22%) again today. This is likely due to the confirmation in the report of the $5.5 Billion necessary to move forward with this project and potentially reopen the mine and get it back into production. Not likely anyone will be willing to fork that over to Diane and her brother to move forward. And aside from the newly released Technical Report the ongoing litigation with the warrant holders will also continue to dog Hycroft near term.
Also of note is the fact that Diane's recent executive new hires have been M&A type folks. this would seem to further indicate that Diane and her brother are more interested in trying to dress the HYMC Pig up in order to try to jettison it off on someone else, rather than trying to move forward themselves with current mess that is Hycroft, which they have acknowledged will require $5.5 billion in new capital, which is very high for this type of situation.
It is not likely, IMO, that anyone out there will fund a $5.5B project in mining to try to reopen a former mine that has been shuttered. Even the big miming companies and players will not likely touch Hycroft at that price when there are newer undeveloped projects that can be fully constructed and started up for less than that.
bio33
5日前
Let's look at some numbers:
Debt: The dangerous "2026 debt wall" that previously threatened AMC with bankruptcy has been successfully dismantled by management. By kicking nearly $2.5 billion in obligations out to 2029 and 2031, AMC bought itself years of operational breathing room. This is precisely why wealthy whales feel comfortable buying millions of shares in tranches right now—the immediate bankruptcy threat has evaporated.You can verify these metrics on Ortex Short Interest Tracking or by auditing AMC's official balance sheet updates directly through AMC Investor Relations.
Options: take a look at options open interest (gamma) and its alignment for the coming Friday expiration....The upcoming Friday options chain reveals heavy speculative call buying, presenting a high concentration of Out-of-the-Money (OTM) calls over puts.The Put/Call Ratio: Open interest is heavily skewed, sitting at roughly 0.12, meaning there are nearly 8 times as many active call contracts as put contracts. Recent daily options trading volume is even more lopsided, with calls making up over 95% of the daily volume.Gamma Concentration: Market makers have short gamma exposure concentrated right around the $2.00, $2.50, and $3.00 strike levels. If the stock pushes and holds firmly above $2.15 to $2.50, options market makers will be forced to aggressively buy underlying shares on the open market to hedge their risk. This creates the specific "gamma squeeze" environment that algorithmic whales like to trigger.
Industry Revenue Comparison- Compare AMC's per-screen revenue against its direct competitor, Cinemark
Debt refinancing from past- ...Jul 22, 2024 — AMC Entertainment Holdings, Inc. Announces Collaborative Refinancing Transactions that Extend Up To $2.45 Billion of Debt Maturity...this was related to AMC prolonging the maturity of approximately $1.6 billion in debt due in 2026 ...
Price Action- June 1: AMC Entertainment Surges After AMC Entertainment Surges After Reporting 25.5 Million May Moviegoers.
Upcoming Earnings & Revenue Projections Following a very strong Q1 2026 earnings report where revenue surged 21.2% year-over-year to $1.05 billion (beating expectations by 9%), expectations are building for the next quarter.Estimated Q2 2026 Earnings Date: AMC is projected to report its Q2 earnings between July 20 and August 10, 2026.EPS Consensus: Wall Street analysts expect a significantly improved Adjusted EPS of -$0.05 to -$0.11, compared to the -$0.36 reported in Q1.Revenue Drivers: Wall Street is revising numbers upward because the summer 2026 North American box office is pacing to pull in $4.1 billion to $4.3 billion in total ticket sales—officially matching pre-pandemic industry health.
Industry Comparisons. AMC vs. CinemarkWhile AMC commands the cultural spotlight, comparing it directly to its healthier peer, Cinemark Holdings (NYSE: CNK), reveals why institutional whales see two different structural plays
AMC Revenue and overview $1.05 Billion (+21.2% YoY)$643.1 Million (+18.9% YoY)Balance Sheet HealthTurnaround play; heavy but heavily refinanced debt.Highly stable; lower debt-to-equity ratio.Concession StrategyHigh-volume specialty foods (pizza, chicken) to boost per-capita spend.Record-breaking domestic concession per-capita of $8.58.Per-Screen DominanceHigher gross attendance due to dominant presence in major metropolitan markets and premium IMAX/Dolby real estate.Higher net profit margins per screen because of lower overall structural overhead. Whales looking for explosive, leveraged gains are buying AMC because its vast, premium screen layout captures the absolute maximum gross revenue when massive blockbusters hit the theaters.
Just something to chew on....NO COMMENTS NECESSARY!
Jimmy Joe
6日前
The thing Shorty has to watch is how well the Company is doing box office wise.
Just when Shorty thought it was safe, out comes Project Hail Mary, Mandalorian and Grogu, Declaration Day, Toy Story...........
The hits just keep coming.
Volume speaks VOLUMES. What's the volume today Capsule~? And it's only the volume we see. No off-exchange volume included.
Just looking for added pressure on those who bet against $AMC.
Oh, did someone approve using tokenization of tickers like the fraudulent SBF FTX~? NOPE, not yet. Can't find locates~?
That's your problem dude. If ya can't do that whatcha gonna do~?
😸🤣😸😂😹😂😹
$AMC baby~!
WALL STREET KID
3週前
$AMC ADAM ARON CONFIRMS! THE SQUEEZE POTENTIAL!
I have enormous confidence in AMC and the 2026/2027 box office. So today, using my own money, I bought 250,000 more AMC shares personally, at market price.
I now own outright 2,437,020 AMC shares, raising the total where I have an economic interest to 12,322,429 AMC shares*
It… pic.twitter.com/I9hzpb1bxD— Adam Aron (@CEOAdam) May 19, 2026
With the public purchase of shares @Ceoadam has now confirmed the value of AMC at these prices are likely to reverse. Why? Because the company cannot be denied based on fundamental value.
I say this again. If you’re not pushing this quarter to see what we’re capable of what…— Sojka4President (@Sojka4President) May 20, 2026
Adam Aron now owns roughly 12 million $AMC common shares.
If $AMC reaches $100/share, AA becomes a billionaire alongside shareholders.
Meanwhile:⁰🍿 Box office is recovering⁰🍿 Concession revenue is booming⁰🍿 Studios are recommitting to theaters⁰🍿 🩳 are running out time!— TheRoaringRockets 🚀🚀🚀🔥🔥🔥 (@rocketspv) May 20, 2026
fung_derf
3週前
Don't put words in my mouth clown.
So lets be clear, this has an after split equivalent high of $649. It currently sits at $1.46. But you won't buy it unless it's at $1 EVEN THOGH you think its the greatest stock ever? It's got a 1 year return of -56%
Do you really believe all the nonsense you spout? OF course, if it ever rises you'll claim in the future you bought it here and hope no one fact checks you.
And yes, for the record, I DO have the resources to take this stock down further, if I was ever stupid enough to short penny stocks.
However, I'm too busy making money on real stocks and making fun of you as a hobby.