WALL STREET KID
5 hours ago
🔥🩳🔥 Reverse Repo today
#AMC Off Exchange & Dark Pool Summary
Today's Off Exchange & Dark Pool volume is 2,395,076, which is 52.01% of today's total volume.
Today's Lit volume is 2,210,282, which is 47.99%.
Over the past 30 days, the average Off Exchange & Dark Pool volume has been 50.51%.
The average Lit volume has been 49.49%.
#AMC Ortex
#AMCDISTRIBUTION
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Reverse Repo today pic.twitter.com/fiGtsCTQ3u— Frank's Place (@Franks_Place_) March 18, 2024
#AMC Off Exchange & Dark Pool Summary
Today's Off Exchange & Dark Pool volume is 2,395,076, which is 52.01% of today's total volume.
Today's Lit volume is 2,210,282, which is 47.99%.
Over the past 30 days, the average Off Exchange & Dark Pool volume has been 50.51%.
The average… pic.twitter.com/LblUkSZHfz— Frank's Place (@Franks_Place_) March 18, 2024
#AMC Ortex #AMCDISTRIBUTION
👀👀📣📣👀👀 pic.twitter.com/tZc0526Gq3— Frank's Place (@Franks_Place_) March 18, 2024
WALL STREET KID
5 hours ago
🔥🩳🔥 $AMC is planning to manage its debt that's due in 2026 by possibly getting new terms that could have better interest rates than the current 10%.
Investors who bet against the company (short sellers) think they can outlast the regular investors, but many won't sell their shares even if prices are low. The belief is that AMC's financial situation will improve over time, and these investors are prepared to wait it out.
In the past, some tactics may have been used to pressure investors into selling, but this time, there's a strong resolve not to sell until certain truths come to light.
As the availability of cash (liquidity) decreases, banks might be more open to negotiating with AMC. The expectation is that AMC will restructure its finances sometime between this year and early 2025, which could lead to the company paying dividends to its shareholders as a reward for their support.
Companies typically don't pay off all their debt; instead, they manage it so they can reinvest their earnings to grow the business and potentially pay dividends. It's anticipated that AMC will renegotiate the terms of their 2026 debt to extend it further into the 2030s, similar to previous debt restructurings.
If this happens, it could pave the way for dividends to be issued, but the decision on timing will be up to the company's board.
#AMC #HYMC #AMCDISTRIBUTION
🔥🔥🔥👇👇👇🔥🔥🔥$AMC is planning to manage its debt that's due in 2026 by possibly getting new terms that could have better interest rates than the current 10%.
Investors who bet against the company (short sellers) think they can outlast the… pic.twitter.com/UO6nr4UjJb— Frank's Place (@Franks_Place_) March 18, 2024
WALL STREET KID
1 day ago
🔥🩳🔥 Brett Harrison, former head of FTX US, has made a long thread regarding FTX US and his time there.
In December, Unusual Whales spoke to SBF where he said tokenized shares of $AMC, $GME were backed 1:1.
Here is a video of Brett saying the same from Sept from a AMA with Reddit.
Brett Harrison, former head of FTX US, has made a long thread regarding FTX US and his time there.
In December, Unusual Whales spoke to SBF where he said tokenized shares of $AMC, $GME were backed 1:1.
Here is a video of Brett saying the same from Sept from a AMA with Reddit. pic.twitter.com/56FB1a2Ako— unusual_whales (@unusual_whales) January 15, 2023
WALL STREET KID
1 day ago
🔥🩳🔥 $AMC SHORTS NEEDS CASH TO BAILOUT! Short Squeeze Update
🔥🩳🔥 The Below Tweets Are From The Above Video, Click Image To Expand Print/Images Or Play Video In Tweet
As of March 11Th The Bank Fund Term Program has
Ceased Operations, & is No Longer Issuing Bonds...
Any1 look at the b.t.f.p Bank Term Funding Program just had a spike up last few days???👀@SylviaRey pic.twitter.com/GeN1wwbecT— Ȧ̵̰̹̤̫̦͚̝̘̓v𝖌 ₳𝖕𝖊 (@ApeAverage) March 14, 2024
US Banks See Large Deposit Inflows As Bailout Fund Expires, RRP Liquidity Plunges https://t.co/SgIMk2XyvS— zerohedge (@zerohedge) March 15, 2024
The weekly chart shows selling is at its weakest point in 3 years and a break out to the buying side should be within weeks (once red turns white, then green).
Will see how they manipulate it this time. Very hard to manipulate larger time frames (weekly/monthly chart) pic.twitter.com/KDRjV0uhOT— Che Hussee (@HusseeChe) March 16, 2024
#Amc,#Apes. One of the most important data is the tangible book, amc is now at only - 17 p. Share, see the progress for yourself. 2018 -66, 2019. -67, 2020 - 79, 2021. -76, 2022. - 39, - 17 2023. Could be 0 2024!!This means that credit positions are equal to debts. Let's go!! pic.twitter.com/O5Bt11v9IX— Luis (@Luis6938) March 16, 2024
WALL STREET KID
1 day ago
🔥🩳🔥 URGENT: ALL HEDGE FUNDS ARE COLLAPSING! - AMC Stock Short Squeeze Update
🔥🩳🔥 The Below Tweets Are From The Above Video, Click Image To Expand Print/Images Or Play Video In Tweet
Hedge fund Brevan Howard is cutting 10% of its trading floor amid losses
One red day and they blow up?— MacroEdge (@MacroEdgeRes) March 15, 2024
"...Citadel has made the case to resist, arguing that the rules requiring brokerages to keep records don’t apply to hedge funds and private equity, the people said...."
"Top hedge funds and private equity firms including Citadel, KKR & Co. and Blackstone Inc. are discussing ways… pic.twitter.com/OQ7nBLK5P6— kristen shaughnessy (@kshaughnessy2) March 14, 2024
Citadel and its peers, such as Pershing, are indeed facing increased scrutiny. #AMC #HYMC #MMTLP
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The concerns arise from the significant profits and the dominance of large multistrategy hedge funds in the market. These firms have been successful in recent… pic.twitter.com/rtSSuTtFTb— Frank's Place (@Franks_Place_) March 14, 2024
Between Dec 15-Feb 29 Short interest has only gone up. 40% of $AMC current SI came during this time.
After taking each price high of each two weeks of report and multiplying by SI increase then getting the average divided by SI difference.
Minimum 40% $AMC SI = max $5.69 pic.twitter.com/7dHGiwNCjS— Short-the-bottoman - 1-28-2021 (@StonksBatman) March 12, 2024
WALL STREET KID
2 days ago
🔥🩳🔥 AMC Entertainment Holdings Inc. Upgraded To 'CCC+' From 'SD' Following Debt Exchanges S&P Ratings
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AMC completed a series of distressed exchanges to swap an aggregate $123 million of its second-lien notes due 2026 for common equity.
Additionally, the company repurchased $50 million of its second-lien notes due 2026 at an average discount of approximately 20%.
Therefore, we raised our issuer credit rating to 'CCC+' from 'SD' (selective default).
We also raised our issue-level rating on the second-lien notes to 'CCC-' from 'D'.
The negative outlook reflects our expectation that AMC's revenue will decline 8%-9% in 2024 due to a limited theatrical release slate, resulting in negative free operating cash flow (FOCF) and leverage around 8x.
Though marginally improved, we continue to view AMC's capital structure as unsustainable due to its substantial debt burden. AMC completed its debt-for-equity swaps, exchanging $123 million of its second-lien notes due in 2026 for common equity.
Additionally, the company repurchased the $50 million aggregate principal amount of its outstanding debt at an average discount of approximately 20%. The impact of these exchanges is marginally positive and will reduce the company's cash interest costs by roughly $17 million per year.
However, AMC maintains a heavy debt load, with roughly $4.65 billion in reported debt pro forma for the recent exchanges. Much of this debt bears high interest rates, which will likely lead to total reported debt interest costs of over $475 million in 2024.
These interest costs will likely prevent AMC from generating positive FOCF.
AMC's operating performance will decline over the next 12 months as theater attendance weakens in 2024. The domestic box office reached about $8.9 billion in 2023, driven by tent-pole films' strong performance.
However, we expect domestic box office revenue of $8.00 billion-$8.25 billion, or a decline of about 10%, in 2024. Our forecast incorporates a significant disruption to the theatrical release slate in 2024 as a result of the Writers Guild of America (WGA) and Screen Actors Guild-American Federation of Television and Radio Artists (SAG-AFTRA) strikes that occurred in 2023.
Ongoing macroeconomic risks could also affect AMC's performance over the next 12 months. The uncertain economic outlook poses a potential risk to theatrical revenue. Historically, cinema attendance has been relatively resilient during economic downturns due to the relative affordability of this out-of-home entertainment option.
While we expect this trend to hold in general, the current state of the industry represents a unique set of challenges: average ticket prices are at an all-time high and consumers have never had more options for how to consume video content in the home. In the event of an economic recession, consumers will likely be increasingly sensitive to discretionary spending.
Consequently, it may prompt exhibitors to adjust their pricing tactics for tickets and concessions such that total revenue is less than currently planned.
The negative outlook reflects our expectation that AMC's revenue will decline 8%-9% in 2024 due to a limited theatrical release slate, resulting in negative FOCF and leverage around 8x. The outlook also reflects the risk that AMC could pursue additional subpar debt exchanges within the next 12 months.
We could lower the rating if we expect AMC will default within the next 12 months. This could occur if: The industry experiences further headwinds such that AMC's cash burn worsens and we become concerned about its liquidity position; or
The company pursues further subpar debt exchanges or any other notable form of debt restructuring.
We could revise the outlook to stable if:
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We expect the release slate to stabilize in the second half of 2024; and
We no longer believe there is a risk that AMC will pursue additional subpar debt exchanges.
#AMC #AMCTheatres
##AMCDISTRIBUTION
AMC Entertainment Holdings Inc. Upgraded To 'CCC+' From 'SD' Following Debt Exchanges
S&P Ratings
📣📣📣👇👇👇📣📣📣
AMC completed a series of distressed exchanges to swap an aggregate $123 million of its second-lien notes due 2026 for common equity.
Additionally, the company… pic.twitter.com/meYn1cHegj— Frank's Place (@Franks_Place_) March 16, 2024
WALL STREET KID
2 days ago
🔥🩳🔥 $AMC AT $72 LEVEL AGAIN! Short Squeeze Update
🔥🩳🔥 The Below Tweets Are From The Above Video, Click Image To Expand Print/Images Or Play Video In Tweet
$AMC On-Balance Volume is nearly at the level where it went on its Monster June'21 Squeeze! LETS GOOOO 🔥🔥 pic.twitter.com/YrTGEjMSYA— 💎Practical Stocks🦍🚀 (@Practicalstocks) March 16, 2024
Reverse Repo Operations
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The reverse repo amount of $413.9 billion, which is a decrease of $70 billion from the previous day's $483.6 billion, indicates a significant reduction in the use of the Federal Reserve's reverse repo facility. @Franks_Place_ #AMC… pic.twitter.com/k1HTe59rR1— Frank's Place (@Franks_Place_) March 15, 2024
"On the state of hedge fund flows so far in 2024, an eVestment report out Wednesday put it bluntly: “This was not a great start to the year.”
A lot more money was pulled from hedge funds than was invested in them at the start of 2024, which could be a warning for the months to… pic.twitter.com/PXkKPtURqP— kristen shaughnessy (@kshaughnessy2) March 14, 2024
$AMC has reached agreement with NBC to show some of their live daytime coverage of the 33rd Summer Olympics, Paris, July 27 to August 11 at 160 AMC U.S. theatres, per Adam Aron.— unusual_whales (@unusual_whales) March 13, 2024
Jimmy Joe
3 days ago
bio33 I have a new song I'd like to sing to the APES.
It's based on the Jackson 5's A B C. Still a great song~!
Here goes.......... (clearing throat)
You went to school to learn APES
Things you never knew before
Like "I" before "E" except after "C"
And why 2 plus 2 makes 4
Now, now, now
I'm gonna teach you, teach you, teach you
All about shorts, all about shorts
Sit yourself down, take a seat
All you gotta do is repeat after me
A M C, It's easy as
1 2 3, as simple as
Do re mi, A M C, 1 2 3
Baby you and me APES
Doing the DONKEY KONG~!
Bottom line, they have to continue to HOLD $AMC down for dear life. Literally they must HODL this share price and keep it down. One domino to fall is all it will take. Too many MASSIVE bubbles and each poses a massive potential problem for them. As the Stones song goes...... "time is on our side, oh yes it is~!"
All APES have to do is continue to hold while they sweat it out each long business day.
#APESNOTSELLING
#APESNOTLEAVING
#APESBUYINGMORE
#HODL UP
#ZERO OR HERO
$AMC baby~!
Not financial advice, Do your own DD.
WALL STREET KID
3 days ago
🔥🩳🔥 Reverse Repo Operations
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The reverse repo amount of $413.9 billion, which is a decrease of $70 billion from the previous day's $483.6 billion, indicates a significant reduction in the use of the Federal Reserve's reverse repo facility.
@Franks_Place_
#AMC #HYMC
This facility is used by financial institutions to deposit cash overnight, and the decline suggests that there is less need for such deposits, possibly due to better investment opportunities elsewhere or a decrease in excess liquidity in the financial system.
JPMorgan has mentioned a minimum threshold for reverse repo levels, which likely refers to the point at which the reduction in reverse repo usage could impact the financial markets or the Federal Reserve's monetary policy objectives.
If the reverse repo levels are approaching this threshold, it could signal a shift in market conditions or central bank policy. It's important to monitor these developments as they can have broader implications for interest rates and financial stability.
Reverse Repo Operations
📣📣📣👇👇👇📣📣📣
The reverse repo amount of $413.9 billion, which is a decrease of $70 billion from the previous day's $483.6 billion, indicates a significant reduction in the use of the Federal Reserve's reverse repo facility. @Franks_Place_ #AMC… pic.twitter.com/k1HTe59rR1— Frank's Place (@Franks_Place_) March 15, 2024
WALL STREET KID
3 days ago
🔥🩳🔥 Multi-manager firms like Citadel, Millennium Management, and Balyasny Asset Management have indeed faced scrutiny from investors and regulators over their use of leverage and crowded trades.
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These firms, which oversee more than $1 trillion, have been successful in the past several years, attracting new investors and competitors. However, their explosive growth has led to many of them piling into the same trades, causing unease among regulators, investors, and traders.
The concern is that these so-called “pod shops” could lead to widespread losses if all of them head for the exits at once.
Officials at the Securities and Exchange Commission and U.S. Treasury Department have warned that the firms’ favored basis trade could destabilize Treasury markets.
📢📢📢👇👇👇🍿🍿🍿
Some investors are even capping the amount of money they allocate to these funds, fearing blowups.
Despite these concerns, Ken Griffin, the founder of Citadel, has opposed any notion that his firm and rivals pose systemic risks and need more regulation.
He acknowledges that crowded trades could lead to a joint 10, 15, 20% hit to their equity, calling such a drop "painful, but not systemic".
In summary, while multi-manager firms have been successful in recent years, their use of leverage and crowded trades has raised concerns among investors and regulators about potential systemic risks.
This has led to increased scrutiny and calls for more regulation.
That has built unease among regulators, investors and traders over these so-called pod shops. And while Citadel's billionaire founder has vocally opposed any notion that his firm and rivals pose systemic risks and need more regulation, even he acknowledges that crowded trades could lead to widespread losses if all of them head for the exits at once.
As of midyear, there were 55 pod shops — multistrats and single strategy — overseeing $368 billion, with about half that amount controlled by the five biggest firms, according to a September Goldman Sachs Group report. That's up from 29 firms running a combined $149 billion in 2018.
"We are in the risk-taking business," Citadel spokesman Matt Scully said in a statement. "Our investors expect us to deploy their capital against the most attractive opportunities we see in the market."
#AMC #HYMC #MMTLP
Multi-manager firms like Citadel, Millennium Management, and Balyasny Asset Management have indeed faced scrutiny from investors and regulators over their use of leverage and crowded trades.
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These firms, which oversee more than $1 trillion,… pic.twitter.com/RlwOxyMvi5— Frank's Place (@Franks_Place_) March 14, 2024
WALL STREET KID
3 days ago
🔥🩳🔥 Since the beginning of this #AMC journey, one point has remained consistently true.
If this stock were truly as bad of an investment as they want us to believe, they wouldn't be so convicted in pressuring us to sell.
Think about that!
When there’s an enemy, you’re on the right path.
What level are we?
Remember that every seller has a buyer at the end of every transaction. Who are we expected to sell to if the stock is garbage? Why would anyone care to buy it?
In fact, if shorts truly closed their positions during the sneeze, then ideally shorts would want us to hold the stock to 0.
Their goal should be accomplished if they closed their positions and made us bag holders. They should have moved on by now, but they're obsessed with getting us to sell The reason is obvious, our stock holds value Nobody would pressure you into selling worthless stock.
Nobody in 2008 was pressured into rethinking their investment in the housing market. Yet, because I hold AMC, I get DM's like this. Never have I seen complete randos online, and been so concerned with the way I manage my money Buy, Hold.
Since the beginning of this #AMC journey, one point has remained consistently true.
If this stock were truly as bad of an investment as they want us to believe, they wouldn't be so convicted in pressuring us to sell.
Think about that!
When there’s an enemy, you’re on the… pic.twitter.com/acIDjsllmN— Frank's Place (@Franks_Place_) March 15, 2024
Jimmy Joe
4 days ago
The market the way it has been going for decades is coming to an end.
I used to wonder why inventors like Micheal Schiller Fingermatrix got pushed to the side and obliterated.
His liquid platen technology now sits in the Smithsonian, while other much larger players stole the patents and we now have everything using it including cell phones and gun safes.
Not like this hasn't been a crime scene for decades.
Only now is it coming to an endpoint where the titration of greed due in great part to the pandemic was over played.
The false data and means by which to create the fraud has been found and exposed. Even now, who the heck would have thought of synthetic risk transfers as a means..... but low and behold,,,, there they ARE~!
They are stuck between a rock and a very hard place. Too many massive bubbles they cannot control are going to start this off. One domino to fall is all it will take.
It will not be years. IMO. Months maybe if they get lucky. Let them continue to bail one another out. Fed has its own conundrum.
$AMC baby~!