Jan Zuazo Pfingsten
Thematic Investor, Physical Scarcity & AI Infrastructure, Primary-Source Research
IMAX earnings could crush expectations as audiences seek IMAX showings of The Odyssey and, later this year, Dune. Only about 35 IMAX 70mm cinemas exist worldwide, but laser IMAX screens are abundant, leaving plenty of capacity for that demand. It looks like a possible social-arbitrage trade at $39 a share. x.comÂ
IMAX's next earnings report could blow expectations out of the water. Seeing The Odyssey in IMAX rated the format experience 9/10, above the film itself at 8/10, with the only flaw being that it was slightly too loud. x.comÂ
D-Box's new CEO has a media-industry background, making him likely to keep pushing its theater-seat rollout. There is a long runway for that expansion, though relying on simply adding more seats in more theaters still makes that growth path uncomfortable. x.comÂ
AMC could be developing into a turnaround as moviegoing revives. A slate of big releases this year, including Spider-Man: Brand New Day, Dune, Doomsday, Endgame Encore and Hunger Games, supports a recovery for the beaten-down, sub-$10 stock. x.comÂ
Reading International looks like the least crazy speculative bet it has ever been, with all the talk of movie theaters selling out. x.comÂ
D-BOX Technologies should benefit from recovering cinema attendance: per Unusual Whales, AMC Entertainment saw its highest May attendance since 2019. x.comÂ
