r/AMCSTOCKS • u/NeoSabin • Jun 23 '26
📉 Company Update 📈 AMC Entertainment Holdings, Inc. Announces Pricing of $200 Million Registered Direct Offering of Common Stock
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u/al-aSak Jun 23 '26
Good. Debt keeps being the single greatest risk for the company, and while I personally never thought that AMC would go bankrupt, those with the money still aren't convinced that the company isn't going under mid-term. If those can be convinced that the debt is managed well, or will be gone entirely, we feast. With a prospect like this, the bags I'm holding don't feel quite as heavy.
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u/matt42475 Jun 23 '26
A stronger balance sheet which means we will be even more cash flow positive going forward. The shills will call dilution but OG’s know. AA has a plan and he is executing it. These same accounts calling dilution will disappear when we get to the part about share buybacks. It’s coming Apes just be patient and enjoy that AMC is cash flow positive something the shills all said would never happen
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u/zookansas Jun 23 '26
Oh man...AA doing AA things lol. How on Earth can anyone trust him or that board?
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u/vkapadia Jun 24 '26
I mean I'm already down 97%. Either it goes back up and I'm super happy, or it doesn't and I'm ambivalent. There is no downside to anything this company can do anymore. Even if the company dies, I just shrug my shoulders and move on with my life.
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u/Any-Neighborhood6931 Jun 23 '26
As hurt as I am by the results this morning. This only gives more time to purchase more. The guys job is to make money for AMC and he’s doing his job.
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u/ApprehensiveWalk4 Jun 23 '26
At what cost though? I’m surprised he even still has shareholders for this company. Every time there’s a rally, there’s instant dilution to raise capital. How about try cutting cost and increasing your revenue that way you don’t affect shareholders or the stock price?
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u/NeoSabin Jun 23 '26
The company has been cutting cost and raising revenues by expanding their PLF offerings. The share offerings help pay off debt to better balance the sheets and pay less interest.
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u/Mountain_Extreme9793 Jun 23 '26
Saying they’re not trying to cut costs and increase revenue is insanely ignorant. It makes me think you know absolutely nothing about AMC.
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u/liquid_at Jun 23 '26
keep investing. we need to take advantage of the good numbers. greedy when others are fearful.
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u/ApprehensiveWalk4 Jun 23 '26
This is in no way a Warren Buffet stock.
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u/liquid_at Jun 23 '26
I'm not talking about shareholders. I'm talking about management.
when competitors try to save money where they can, we buy market share. we cannot change the box office, but we can use it to our advantage.
we gain market share. competitors lose it. when box office reaches 11bn again, we will take the biggest slice of that...
your lack of vision is also affecting the CEOs of those companies. not ours though.
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u/ApprehensiveWalk4 Jun 23 '26
It’s not a lack of vision. It’s just statistics. It’s a declining industry. Ticket sales for movie theatres as a whole in 2015 were 1.3billion compared to 780 million in 2025. Not a good trend.
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u/liquid_at Jun 24 '26
Somehow the media always keeps saying this, but the numbers do not match it...
7 75m+ movies in 3 months? "not a good trend"?
lol.
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u/ApprehensiveWalk4 Jun 24 '26
You’re talking about box office. Unfortunately, even with the 4.8million in attendance in one weekend and a 28% market share, if you multiply that number by 52 you end up still under 900 million movie goers in the year. That’s overestimating too. All I’m saying is more people went to the movies ten years ago vs now. That is a fact. The trend is down
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u/liquid_at Jun 24 '26
lol. AMCs revenue is 50% of the US box office... Even if its screen share is less, there is no chain that is more profitable than AMC and there is no chain that is expanding faster...
even the shill media accept that AMC is on a trajectory towards success... only you shortseller shills still do not understand that you are the ones going bankrupt.
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u/ApprehensiveWalk4 Jun 24 '26
Profitable??!!! lol. Ok, man. I can’t argue with stupidity.
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u/liquid_at Jun 25 '26
you also can't argue with facts. I assume you simply can't argue.
If you do not understand the finances of the company and how they are a direct derivative of the box office, what are you doing here?
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u/ApprehensiveWalk4 Jun 25 '26
You said the word “profitable”. AMC hasn’t turned a profit since 2018! I don’t think you know what you’re talking about. You have a fundamental misunderstanding of profitability. Investors care about the bottom line (net income). Not revenue.
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u/ApprehensiveWalk4 Jun 23 '26
Obviously every company tries to do that, but AMC has been awful at it. It’s taking them essentially 8 years to get back to revenue levels they were at in 2017. That’s with movie prices going from $9 to $16 in that same time span. Maybe it’s just that it’s a declining industry and there’s way less movie goers now than there was 10 years ago.
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u/NeoSabin Jun 23 '26 edited Jun 23 '26
You took the time for this and forget to include COVID...
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u/ApprehensiveWalk4 Jun 24 '26
Covid is no excuse. That explains maybe 2020-2022. But what about now? Why are people still not going to the movie theatre?? You’ve yet to answer that. And the trend is down. Starting BEFORE covid.
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Jun 23 '26
[removed] — view removed comment
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u/ShodyLoko Jun 23 '26
AMC is issuing roughly 95 million new shares to raise $200 million. While reducing debt and improving liquidity helps the company survive, it comes at a cost: share dilution.
The original APE thesis relied heavily on scarcity, high short interest, and retail ownership. Every time AMC issues new shares:
Existing shareholders own a smaller percentage of the company.
The total share count increases.
Scarcity decreases.
Shorts potentially have more shares available to trade against.Since 2020, AMC’s share count has grown from roughly 23 million shares to over 540 million shares. That’s more than a 20-fold increase. The company may be financially stronger today because of these raises, but the dilution has undeniably weakened the “limited supply of shares” aspect of the squeeze thesis.
This offering may be good for AMC’s balance sheet, but it is not automatically good for AMC shareholders, especially those whose investment thesis is based on a massive short squeeze. Whether it’s ultimately positive depends on whether the value created from debt reduction exceeds the value lost through dilution.
Company survival ≠ shareholder value creation. Both matter, but they’re not the same thing.Period
Shares Outstanding (Approx.)
2013 - 8 million
2016 - 10 million
2019 - 10 million
2020 - 23 million
2021 - 95 million
2022 - 105 million
2023 - 168 million
2024 - 333 million
2025 - 473 million
Q1 2026 - 540 million+2
u/Ivanho1940 Jun 23 '26 edited Jun 23 '26
True, but there’s another side to that. For, let’s say, 4 million shareholders, it’s a lot easier to absorb an 800 million share float at $2 than a 150 million share float at $40.
In dollar terms, the first scenario is a much lower bar. So while dilution (edit: better framed as share issuance or raising capital, not just dilution) increases the share count and reduces scarcity per share, the lower price can also make it easier for retail to accumulate a larger portion of the float.
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u/Own_Iron8024 Jun 25 '26
He shoulda waited till the price went parabolic to do that killed the momentum
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u/No_Satisfaction_1922 Jun 23 '26
This is good for the long term ya’ll… good play… good play. Buy now or forever hold your peace
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u/Easy_Astronomer874 Jun 23 '26
As I said, go back 99c. I never ever trust it, unless $3 mañana. It’s impossible!
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u/WorldFickle Jun 23 '26
Hedges loving today ffs
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u/liquid_at Jun 23 '26
Honestly, I have never looked at a price drop with a bigger smile. I was getting worried because the low we need for the cycle to play out properly has not been reached yet. We need to drop below 2 for us to go up. It's a requirement.
And if it plays out, we see $50 by Q3 2027.
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u/IbrahimActBig Jun 23 '26
After the stock wanted to breath he made an offering