Noise fades, fundamentals remain.
Burbank, CA
Joined February 2021
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Opportunity Station. 🚂 The market waits for confirmation. Smart money positions before consensus. Box office recovery. Improving fundamentals. Operating leverage. The window won't stay open forever. Trains leave before consensus agrees. $AMC Over Noise 🎩🚉🏃♂️
Trains leave before Consensus Agrees 🚉🏃♂️👟
Opportunity Station.
Trains leave before consensus agrees.
While the market debates…
disciplined investors position.
Operating leverage building.
Cash flow normalizing.
Multiple expansion ahead.
Next stop: repricing.
$AMC Over Noise 🚂📈🔥
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AMC's EVP Daniel Ellis adopted a plan to BUY up to $26,400 in shares, while Hunger Games: Sunrise on the Reaping is tracking ahead of Michael, potentially delivering Lionsgate’s biggest opening in 11 years. You can't short yesterday forever. $AMC Over Noise 💸💸💸
$AMC debt/adjusted EBITDA collapsed from 114x in 2022 to 4–5x in 2026. That's a 95–96% reduction in leverage, backed by record earnings and positive FCF. Bears spent years pricing in bankruptcy. The turnaround isn't speculation anymore. It's written in the financials. ✏️📋🎉
$AMC just shattered 106-year records AGAIN. $1.71B revenue (+31.6%), $347.5M EBITDA (+183.7%), $109.3M net income AND FCF. StoneX raises PT to $5 (BUY), B. Riley to $4. Full-year positive FCF expected. Bears, how's that bankruptcy thesis holding up? 🃏🌊🐍
CORRECTION: AMC reported $109.3M in BOTH Q3 net income and free cash flow. Revenue $1.71B (+31.6%), adjusted EBITDA $347.5M (+183.7%). Back-to-back all-time record quarters in 106 years. Bears, where's that same energy now? $AMC Over Noise 🏹⬆️🟢
Amc is getting the last laugh, and even The Motley Fool sees it. Up 104% in 2026. Analysts project 5x earnings growth in 2027, with a blockbuster slate ahead. The bears mocked the stock while ignoring the turnaround. Who's laughing now? $AMC Over Noise 🃏♣️♦️
The AMC bears might want to read the SEC filings. Peconic Partners increased its reported AMC holdings from 3 MILLION to 32 MILLION shares in Q2. That's 29 MILLION additional shares, a 967% increase, valued at $60.8M at quarter-end. $AMC Over Noise 🎬 🟢🏹
BlackRock's reported stake surged 38% to 67.4M shares. Q3 DBO climbed 34% YoY to $3.04B, and Wedbush raised its price target to $5. Stronger box office, extended debt maturities, growing institutional ownership, and a massive film slate ahead. $AMC Over Noise 🎬🍿🚀
AMC Over Noise retweeted
I am not going away @vladtenev @DanGallagher
AMC Entertainment does not consent to Robinhood creating Stock Tokens to replicate AMC shares in the United States (the SEC requires you to get our consent, or failing that, at least with us to stand down). They are fake, synthetic shares, which could impact our capital structure.
AMC should control our financial destiny, not Robinhood.
AMC Over Noise retweeted
Hello again @vladtenev and @DanGallagher. So what’s Robinhood’s answer?
You claim to “support” the SEC’s new rules on Stock Tokenization efforts, as they apply in the United States.
Internationally, are you going to respect those same principals as laid out be the SEC?
Or shame, shame, shame, will your off-shore operation in far-off Jersey be a sleazy bastardization that makes a total mockery of what the SEC has demanded as being the right thing to do?
Within AMC's refinancing docs: cash dividends are NOT prohibited. All 3 major debt agreements allow Restricted Payment exceptions, with the tightest basket permitting up to $50M if no Event of Default exists. No dividend is guaranteed, but the door is OPEN. $AMC Over Noise 💰🔥🎬
$3.97B refinancing COMPLETE. 97% of debt refinanced. 98.8% tender participation. Lower cost of capital. Major maturities pushed to 2031/33. Nearly $2B of debt + COVID lease deferrals paid down since 2020. Record Q3 box office. Next up: EBITDA + FCF. $AMC Over Noise 🔥🥃🎬
337,000 shares. $1.27 average. $628K unrealized gain. While bears spent years betting on AMC’s funeral, somebody quietly built a seven-figure position. They called the stock dead. The position says otherwise. The most expensive part of being wrong isn’t admitting it, it’s watching the other side get paid. $AMC Over Noise 🐂💰⚡
They sold you the noise. I kept the receipts. Box office. Cash flow. Profitability. Deleveraging. A loaded 2027 slate. The thesis was never built for yesterday’s AMC. It was built for what happens when all of these finally collide. $AMC Over Noise 👽🔥🎬
$AMC is staring down a monster finish to 2026. Godzilla Minus Zero. Hunger Games. Avengers: Doomsday. Dune: Part Three. Jumanji. Q3 is charging toward $3 BILLION domestic, then the holiday slate takes the baton. Bears needed the recovery to stall. It didn’t. They needed the slate to weaken. It didn’t. Keep staring backward. We’re watching what’s coming. $3B Q3 isn’t the finale. It’s the setup. $AMC Over Noise 🐲⚔️🔥
AMC just cleared one of the biggest questions hanging over the refinancing: the new debt actually priced. AMC locked in $2B of first lien notes due 2031 at 8.875% and an $850M first lien term loan at SOFR plus 4.50%, alongside the previously announced $1.12B second lien loan. In plain English, the market agreed to fund the plan. If it closes around October 5 as expected, AMC can refinance major 2029 obligations, including the $903M Muvico notes and the $360M secured notes, and push a huge part of the debt wall farther out. The debt is not disappearing, but the near term survival clock just got moved again. That matters. $AMC Over Noise⏳🏦🔥
The chart hasn’t broken out yet. That’s the point. While most people wait for confirmation, we’ve been watching the pressure build, the base form, and the setup tighten. By the time the crowd sees it, the easy part may already be gone. $AMC Over Noise 👁️📈🔥
AMC Over Noise retweeted
I know what you're thinking… Is the cycle turning… or not? In all this noise, it’s easy to lose track. But operating leverage is the .44 Magnum. You’ve got to ask yourself one question…Do you feel lucky? $AMC Over Noise. 🔥🤠🥃
