Remember when I said AMC would have 9 digit (above $100M) positive FCF this year (and maybe even double that up?) Then I made a video saying $217M to $370M?
We are approaching the top side of that estimate the way things are tracking.
Drivers:
- Obsession and The Back Rooms added huge surprise ticket sales, increasing all forecasts for the year.
- Toy Story is delivering
- Spider Man tracking at top 4 all time pre sales
- The Odyssey with PLF pre sale records
- Minions, Moana, and others looking like the blockbusters they were meant to be
- Mid range movies like The Sheep Detectives doing great
I'd revise my FCF estimates to $240M - $400M (my current fcst is around the mid range of that and who knows if we climb even further)
Video link (where the slide was from)...
https://t.co/0qKtmXGUCL
$amc
If you go back and look at my $AMC tweets in recent months, I have talked about buying at the sub $2 level because it represented the least risk you had in buying over the past decade (relative to the stock going to zero).
https://t.co/Jf46xRPUr5
Spider-Man is completely sold out at every single showing, at every single @AMCTheatres, in my proximity.
Completely sold out.
That’s A LOT of concessions revenue.
And here’s tomorrow’s MEX vs KOR game at the three showings available.
Adam finally has that crow simmering on the stove getting ready to serve.
This is what our AMC A-List was made for.
Look at the blockbuster movies opening soon at AMC:
June 19 Toy Story 5
June 26 Supergirl
July 1 Minions & Monsters
July 10 Moana
July 17 The Odyssey
July 31 Spider-Man: Brand New Day
The hits have been so numerous and coming so fast and furious this year. I was mistaken yesterday when I said Toy Story 5 would be the 6th different movie to have an opening weekend domestic gross above $75 million. It will be the 7th!
Lucky number 7.
Here’s the list of the movies to open domestically above $75 million this year:
Project Hail Mary
Super Mario Galaxy
Michael
Devil Wears Prada 2
Mandalorian and Grogu
Backrooms
AND after this weekend…
I’ll bet Toy Story 5 joins that hit parade.
Toy Story 5 opens this Friday June 19 (with Thursday June 18 advance screenings) across AMC.
Will it be the biggest grossing movie of 2026 so far?
If it crosses $75 million it will be the 6th film to do so in 2026.
Many think it will top $131.7 million, thus posting the highest opening weekend domestic gross of any film released so far in 2026.
What’s your guess as to how big is big.
What’s your guess as to the opening weekend industrywide domestic gross for Toy Story 5, in millions of dollars.
Elon has created thousands of millionaires. The only millionaire you’ve created is yourself. Elon is a wealth creator. You are a looter. While your title is POLITICIAN, your real profession should be called THIEF.
$AMC
Doesn't look to me like AMC is going bankrupt in the next year - nor for the next 3 years for that matter based on the bonds.
Box office is outperforming. Debt is still an issue - but with the growing cash on hand it can be used to take care of short-term debt, especially while the "risk" is now more manageable under the Muvico LLC. subsidiary.
My full thoughts in the new forum post.
$BB BlackBerry will hold its Annual General Meeting (AGM) virtually on June 25, 2026, at 10:00 am ET.
Will stream on my channel as usual.
#BlackBerry#Stocks#investment
$BB - BlackBerry to Announce Fiscal First Quarter 2027 Results on June 25 2026
WATERLOO, ON / ACCESS Newswire / June 11, 2026 / BlackBerry Limited (NYSE:BB)(TSX:BB) announced today it will report its fiscal first quarter 2027 results, for the peri… https://t.co/S9J78ypqlK
hello. Its safe to say $1.50 is definitely off the table for tomorrow. At this point, we might see $2.50.
How's John? Haven't seen anybody mentioning him lately, and none of his trolls have decided to say hi on my posts lately.
Dude.
Something for EVERYONE tonight at @AMCTheatres.
The amount of almost full showings for a variety of movies is insane.
Theaters are Thanksgiving Day; the turkey, the stuffing, the pie, the fixings.
Streaming is officially Thanksgiving Day leftovers. Sure, you'll eat it again but it just tastes better on Thanksgiving Day, fresh from the oven.
Full taste disclosure to the whole world! Try the new Disclosure Day Coca-Cola Freestyle flavors with exclusive mixes available only at AMC Theatres.
DISCLOSURE DAY - in theatres now, get your tickets! https://t.co/RZAcDJY9qF
I simply cannot wait to go to a movie theatre and see the newest creation by master storyteller Steven Spielberg. Everyone knows he is one of the greatest film makers of all time. “Disclosure Day” opens tomorrow at AMC.
AMC said today that we fully completed our $150 million equity raise, announced four months ago. It is particularly encouraging that the AMC share price has risen by more than 50% during this time, showing presumably that investors confidence in a resurgent Box Office outweighs fears about dilution.
This is such good news for AMC Entertainment on all counts.
This greatly bolsters our cash reserves.
I’ve said it many times:
Cash is King.