Scott

Committed to morally sound research and opinions. Not providing advice or influence, but thoughtful dialogue.

[Scott @daylightScott]

https://t.co/fut5kBohN9

[RetailStock @StockRetail]

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

[Scott @daylightScott]

@michaeljburry Got the Orange cab in action i see...make it roar!

[Scott @daylightScott]

@StockRetail That sounds like an incoming event horizon.

[RetailStock @StockRetail]

AMC q2 earnings will be fantastic. Book it. The domestic box office will be around $2.9b

Now imagine in early August as we report those amazing results and AA is also talking about how Minions, The Odyssey, Spider Man Brand New Day and other summer hits have been crushing it.

You could say I’m hyped

$amc

[Scott @daylightScott]

@PhoneticKin @StockRetail Domestic Box office just needs to be $690,420 for amc to break even. Since its now at 2.4 billion, AMC is plenty in the green/ black.

[Scott @daylightScott]

Here with you.

When I started in AMC 5 years ago, I planned on finishing a work until completion. That goes for wanting justice for the weak and wounded of markets, government, and everything in between and more.

The children of my friends and family, and their friends and family deserve better.

[Senator Cynthia Lummis @SenLummis]

You cannot prosecute fraud in a market with no rules. The Clarity Act gives law enforcement the standards they need to make cases stick.

[Bitcoin Magazine @BitcoinMagazine]

JUST IN: 🇺🇸 Senator Bill Hagerty, author of the GENIUS Act, said he hopes the Clarity Act is signed into law in July:

"We need to get this done. It's important to get it done. It's critical to maintain America's innovation edge." 👏

[Scott @daylightScott]

@StockRetail Imagine that.

An industry professional in supply chain, who doesn't hide behind a pseudonym or alt...who transparently uses their professional background in supply chain & business...to make a correct analysis.

Meanwhile, dinos and shadow figures peddle lies and nonsense

[Scott @daylightScott]

@greg16676935420 "Hold pattern until further notice"

[Scott @daylightScott]

@gamestop Thats Miss Minutes!

[Scott @daylightScott]

Miss Minutes!

[Scott @daylightScott]

@gamestop Thats Miss Minutes!

[Bitcoin Magazine @BitcoinMagazine]

JUST IN: Taiwan's Central Bank meets with the Bitcoin Policy Institute to discuss adopting "Bitcoin as a reserve asset" 🇹🇼

[Scott @daylightScott]

@Penny_Squeezer "My friends! I have heard from the lord and he has helped me forgive ken griffin...i no longer hate him! Ive sold my entire position!"

Those got a good laugh out of me back in the day.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇯🇵 Japan advances bill to reclassify cryptocurrencies as financial products and cut taxes from 55% to 20%.

[Scott @daylightScott]

@StockRetail Alien Romulus was an example a few years ago, too.

That was supposed to go direct to Hulu and it performed really well in theaters.

[Nintendo of America @NintendoAmerica]

KINGDOM HEARTS IV is coming to Nintendo Switch 2 and will be available day and date at launch! #NintendoDirect @KingdomHearts

[Scott @daylightScott]

Seeing lots of comments that people will buy a switch just for this game....

Also, 25th anniversary XBOX release this year as well...

$GME - Money Printer go BRRRRRRRR

[Nintendo of America @NintendoAmerica]

The Legend of Zelda: Ocarina of Time will be reborn on Nintendo Switch 2 in 2026. #NintendoDirect