Member Info for FunInvestor

See the market has gone wild in reaction to AMC results ;-)

Sammy last time I asked for the all you can eat buffet I got thrown out. How was I to know that is limited to restaurants.

Enjoy 2nd life to full Robin.
Yip we nearly all made the 1:24 "mistake" , but as you say we know the path we took and alternative may have ended up worse still.
Yip c. £1:50 + makes huge difference here too (will I, we get it wrong second time round if/when it eventually comes)

23/11/20 RNS covers today's update. As I noted it is mostly on the equity warrants for lenders that will potentially see all us LTH "diluted" c. 10% if utilised.

Think that one is **** o vag at our local Sammy.

I assumed 22 was a duck dish ;-)

No change from previous six monthly notification.
Without looking in too much detail, I believe it covers shares "set aside" not yet in use for various schemes.
The main one currently for 153m shares I think covers one of the financing agreements struck during pandemic. That would likely see lender with c. 10% holding in company in another couple years time.

Off track , but I would recommend going to see King Richard.
Will Smith (almost) always enjoyable and the Williams Family was definitely a story worth putting on the big screen.
Relatively poor turnout for the unlimited screening last night, but those there seemed to enjoy as much as I did :-)

MoneyP1t Agree that behind the fanfare Adam Aron always makes its worth looking at detail.
Good case in point is these results.
As you say still losing money in Q3, attendance levels about half of "normal/2019" times yet he loudly goes on about the Q on Q rise (sounds dramatic and will have some cream pants).
I think the way he was talking on crypto though the business was limiting its potential hit from it and maybe like Cineplex for a limited potential loss they roll the dice for potential significant gains !?
Both Q3 and Q4 attendance noted in their webcast was pretty much EXACTLY what we have seen for wider industry from box office mojo.
A source we can all view for free anytime we like.

I don't use hair GEL BS2020MILLION(can't add their lies).
My day as always is AWESOME :-)

Eggs in baskets and all that PW.
Streaming concerts, sporting events etc is one way the industry has been slightly moving in recent years.
We know that numbers of people going to cinema have generally been falling for decades, counterbalanced by higher spend per person.
That business model can only go so far and there needs to be further developments and smart use of brand, facilities and other ways of generating income.
In that I applaud AMC (I am not saying all their ideas are great, but they are clearly open to change).
There does appear a clear difference in management styles (they are full of pomp and loud). Cineworld quietly go about business.
Both styles can work, let's see in time which is more effective for these two.
(Hope it's our "horse", we are currently trailing the field in some ways though).

BC, but you had (imaginary) 850k shares before you bought a further £50k worth the other day and further added this morning.

*Beep beep beep, oops B.S. detector is going haywire again*

Robin, sammy and I were in a panic when you were out of action. You are our golden ticket to the ladies after all ;-)

Yip as already stated.
Q3 as we all knew cinematic industry still running at a loss.
Q on Q significant improvements but still not where needed.
Q4 hopeful to return to small profits.
October strong, November likely weaker, December second half strong.

We also already knew AMC has a significantly stronger cash position so cash burn not as damaging to them short/medium term.

I partly agree some of their business moves might be gimmicky MoneyP1t, but I think there is opportunity for money generation from some of them for AMC.
I also think it's no bad think to think how to get other streams of income into business.
We all know for example how profitable the popcorn is.
We also know that anything cryptocurrency has potential to make crazy money (whether we see a real future for any specific one or as a whole there is a frenzy currently).

BS, you can't re-write history. We all know what happened there.
You fantasy investments make no odds to my bank account or life though.

BS2020MILLION,
No you did exactly as the vast majority here have done at some point with this and/or other shares.
You reduced your average price.
Unlike yourself though some did it at a better price point and are currently in profit.
Unlike yourself who is still down a fair bit ;-)

More tea vicar :-)

Yeah every gambler I have ever crossed paths with enjoys talking about their winner, they forget to mention the 5 other losers Bonkers ;-)

Was covered during the case and makes sense Cruis. (The selling part of business Cineworld team has no expertise in)

Importance of the more advanced screen formats/experience viewing.
Also notes many in industry expect November fall back from October as I previously mentioned and some didn't like. With a lift again in later part of December.

://variety.com/2021/film/news/imax-post-pandemic-box-office-recovery-1235103851/

https://variety.com/2021/film/global/no-time-to-die-venom-dune-uk-box-office-october-2021-1235105846/