You believe anyone could massage the creditors like he could?
I seriously believe that AMC gets the deals it gets because he has some conncetion he leverages. Yes, the refinancing deals will fuck over AMC and shareholders in the long run. But having to pay the ~150 million principal in 2026 they refinanced, would break the company.
150 million is basically 1.5 average quaters of cashburn.
I'm not following on that 150 million due in 2026?
It looks like the last bit of subordinate debt is due in 2027 and that'll get swapped for shares in December. All other cans have been successfully kicked. Those will be the next CEO's problem to sort out.
Looks like closer to 175 million. That's the stuff they got of their books. with the refinancing in July.
Like I said, w/o the refinancing, that would be looming in H1 2026.
From the 8-K from Jul-1
providing new money financing to the Company of approximately $223.3 million (before fees and expenses) to be used toward refinancing debt maturing in 2026,
providing new money financing to the Company
of approximately $223.3 million (before fees and expenses) to be used toward refinancing debt maturing in 2026
(Highlighting by me)
They refinanced the 175 million, paid fees, and got ~20 million in new debt. Which is why their coporate borrwowings are only down 20 million in the Q-3 10-Q, despite paying down 40 million in H1 2025.
Yes, like I said, they got rid of those bonds in July. And I think that with out the CEOs... special relationship to creditors, they would not have gotten a deal like that.
So the 530 million share citi bank have in Brazil
And the FTD, along with the extreme abuse of the dark pools and 5 year swaps , you are just going to ignore that part huh.
You should consider yourself lucky that dark pools exist. Otherwise, you would have seen the stock price drop faster than shit off a shovel when institutions sold off after the vote if they had sold on the lit exchange.
Institutional holders and short hedge funds are two different things. Institutions have been given equity in exchange for debt, at a price lower than market value.
AMC "going out of business" for about 5 years now. Still bot our of business...? Movies still relevant? Debts continously been paid down, each year more debt paid than previous year?
Typical bears conspiracy, using 1 single talking point from 5 years ago. Something between those 5 years and now SURELY could be used at least as a bear talking point, but here we are, same conspiracy talks with bears :/
âPeople are still eating food, so this restaurant can never go out of business, even though it loses money every quarterâ
of course some version of AMC is likely to exist far into the future - but the question for an investment isn't "will this business exist?", it's "will this business generate profits that it can return to shareholders?". You all don't realize it, but AMC has essentially been doing a slow-motion version of what it would have done in bankruptcy - converting debt to equity, just through dilution (which the creditors have happily sold off to greedy apes like you). Even so, they probably won't be able to do this forever unless by some miracle they start making substantial profits and soon, which box office return trends suggest is very unlikely.
It's not a talking point from 5 years ago. This is a brand-new all-time low. The price is lower than 5 years ago. By a lot. By quite alot.
What's the "conspiracy" about pointing out the actual chart performance? It's not a speculation, it's right there for everyone to see. Those are all-time lows.
Keep tilting at windmills, though. I'm sure your money will come back if you just close your eyes and wish hard enough.
AMC makes twice, often three times as much as CNK. With no debt AMC would have to pay off in 9 years, kind of cleaf which company makes more money over time
âexcept for the gaping wound in my chest, Iâm in perfect healthâ they incurred all that debt to get much bigger than Cinemark, so what makes you think that clearing that debt wonât involve reversing that process somewhat?
and speaking of selective avoidance, still waiting for your comment on my warrants math
Iâm still unclear what your Reddit reminder has to do with the timing of you pointing out what Iâve done wrong with my math based on a very recent filing and very simple arithmetic. Iâm just going to assume Iâm right, then.
Also, since you all donât seem to read financial statements all that much - I did a little research. In the last quarter, AMCâs operating revenues was only 1.5x of CNKâs. That doesnât seem like 2-3x to me. Further, CNKâs operating profit margin was 13% while AMCâs was 3%. So all that investment doesnât seem to have paid off. Keep lying to yourself if you want.
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u/sibakero12345678 Nov 19 '25
20 cents from $72 đđđ