Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Full MP Press Release - June 13, 2018 ...
https://www.businesswire.com/news/home/20180613005595/en/
This is Why MP uses Red for Debit.Cards ....
MP is creating an Iconic item, and Mitch was there from the beginning.
BobDoleAMC ... MP is not going anywhere but becoming a household name like Netflix. Do you really think the Big Boys are not paying attention to a company that has changed the psyche of how people now think about going to the movies? The Genie is Out of the Bottle. I know AMC is paying you well, but tell Mr. Aron that he will capitulate eventually.
Bob Dole works for AMC Theaters. EOM
PennyWorld ... PREACH! .. You are Right!
Bob Dole ... Please Go Away ... EOM
Excellent Article Today - Q&A with Farnsworth
https://www.vice.com/en_us/article/4355xn/ted-farnsworth-moviepass-interview-on-business-model
https://moviepasstheaters.com/
MP has fans ... lots and lots of fans. They have no need to advertise because it is happening on a viral scale for free. This site is not even run by HMNY or MP. The Movie Industry has been changed forever. There is no going back after MoviePass - the most Disruptive company going these days.
Another Bullish Analysis on MP Just Out ....
https://seekingalpha.com/article/4181031-bull-case-helios-matheson-analytics?dr=1
AND Again, MP IS NOT Acting like a company that is about to close up shop ...
Why take the time to roll out new subscription plans or take the time to update the Privacy Policy? MP just sent me an updated Privacy Policy ...
https://moviepass.com/privacy/?utm_source=MoviePass+Members&utm_campaign=f4320d3ed7-EMAIL_CAMPAIGN_2018_06_11_10_25_COPY_179&utm_medium=email&utm_term=0_e87fefd0da-f4320d3ed7-107105609
MoviePass Never Has to Advertise BECAUSE so many publications and blogs advertise for them for FREE!!! How sweet is that?
MP Sure is Not Acting Like a Company Ready to Close Up Shop ....
https://www.cinemablend.com/news/2433549/exclusive-moviepass-is-adding-a-family-plan
MP's New Ticket Verification Process Article ...
https://www.pcmag.com/news/361728/moviepass-announces-new-ticket-verification-policy
American Animals - Weekend Box Office Numbers ...
Look at that % change, and it still will not be released widely until June 22, 2018. This week 'Gotti' is released - June 15th. MoviePass affects the bottom line. Proof of Concept is underway, and will be tested with 'Gotti' since its reviews were not as good as 'American Animals'.
http://www.boxofficemojo.com/weekend/chart/
Cool ... Thank you Moeclay. EOM
Wow ... MP is Joking that People said it was Dead ... Is this foreshadowing something big to be announced? For anyone who does not get this joke, Deadpool cannot die. Deadpool regenerates no matter how bad of an injury he sustains ... even from being blown to bits by a big explosion.
https://twitter.com/MoviePass/status/1005486939091369985?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet
MoviePass vs. Sinemia Court Docs ... but you have to create an account and I am not doing that.
https://www.pacermonitor.com/public/case/23787170/MoviePass_Inc_v_Sinemia_Inc
The Original 8-page complaint filed in California’s U.S. District Court by MoviePass against Sinemia:
https://pmcdeadline2.files.wordpress.com/2018/02/moviepass-v-sinema-wm.pdf
Why is HMNY gapping so much this a.m.? Does anyone see any news?
HMNY is ONLY authorized to issue 500,000 million shares. They can't issue all of those because of the required reserve (recently relaxed via the 8K). So, the dilution will have to cease sooner rather than later at these share prices because no shares will be available. HMNY will be forced to have a special meeting to increase the number of O/S authorized, find another funding source to sustain the company while integration and build-out occurs, or perform a R/S. A R/S is the nuclear option, which I hope is no where on the table.
Looks as though at 1:10 p.m. cst, the ATM kicked in. The $0.41 support collapsed. It seems that the ATM is infusing 3.5 to 4.5 million shares per day into the market. The share price will not recover until the ATM stops, but the ATM can't stop until either revenue exceeds expenses, or a new funding source is found. I'm long with a very high tolerance for risk, and HMNY will definitely test me.
Good 8K Analysis from a SA author:
https://seekingalpha.com/article/4178990-moviepass-path-success-may-expense-investors
Interpretation of 8K:
Most people are misinterpreting the 8k. All the 8k is doing is lowering the required amount of reserve shares needed for the notes. Originally they were required to have 200% of the note shares reserved (note holders required this because they wanted to make certain their shares would be available when they need it.). This new filing allows them to only have 110% reserved for the note holders until August. This means that they can do the rest of the ATM offering using those shares that are no longer reserved. The main issue I have is if they use those shares for ATM dilution, how are they going to have enough shares to go back to the 200% reserve requirement in August.
Analysis of How Much Has Been Used of the $150 Million ATM:
Edit: Actually we already know the answer to this based on the 8k today. There are now 153,927,839 shares as of May 30th. So they diluted another ~70 million shares between May 11th and May 30th. Those likely averaged close to $.50 a share so that gives them another $35 million worth.
Looking back I also can see them possibly getting closer to $1.50 a share on that first 30 million shares since it was all the way up above $2 for a while when the ATM started. So my best guess is that they have now raised around $80 million. Which puts around half way to the $150 million target.
Can you not read? It clearly says the number of Outstanding Shares, and the number of shares that are reserved to be issued. Once those Reserved Shares are issued, THEN they will be part of the outstanding share count. Wow.
NEWS OUT: NEW SEC FILING WITH OUTSTANDING SHARES AS OF MAY 30, 2018.
May 30, 2018, the Company had 153,927,839 shares of Common Stock issued and outstanding.
American Animals "will head to between 30 – 50 locations in week two and should reach 500 theaters further into June."
https://deadline.com/2018/06/american-animals-a-kid-like-jake-specialty-box-office-preview-jim-parsons-evan-peters-1202401751/
This movie is getting tremendous buzz. MoviePass Ventures will more than make money on this investment. A great start out of the gates!!!
The Big Boys are Nervous that MP will reach Scale. MP says scale is 5 million subs, but the Big Boys are saying 25 million subs is scale for MP.
https://deadline.com/2018/04/moviepass-movie-ticket-subscription-cinemacon-ready-player-one-1202371367/
Data is the New Oil: A student loan company offers new borrowers a free year of MoviePass
https://www.marketwatch.com/story/a-student-loan-company-offers-new-borrowers-a-free-year-of-moviepass-2018-06-01?link=MW_latest_news
MP gets more Free Press than any company going these days. How much would all this free advertising cost if they had to pay for it. When you are the talk of the town, people (big money particularly) are paying attention.
MP "is now part of a growing entertainment mini-conglomerate that sells tickets, acquires films, and now makes them too."
https://www.forbes.com/sites/jillgoldsmith/2018/05/31/moviepass-expands-and-will-now-make-movies-too/#39ed301400ad
When is the HMNY Annual Shareholders' Meeting? I plan to attend in person.
Helios and MoviePass have come a long way since they first announced their shockingly good deal of one movie ticket per day for $9.95 a month. Not content to simply disrupt the theatrical industry and feud with AMC Theaters, MoviePass has expanded its reach exponentially to include movie distribution, developing its own review aggregation site, and attaining a piece of theaters’ box office and downstream revenue. Now, MoviePass wants to get at the root of the theater-going experience: the movies themselves.
http://www.slashfilm.com/moviepass-films/
NEWS .. A Better PR than What I posted earlier ... Helios and Matheson Analytics Launches Moviepass Films™ and Agrees to Acquire Emmett Furla Oasis Films
https://www.businesswire.com/news/home/20180530005842/en/
I missed Netflix. I had a chance to buy 1,500 shares at $14.53/share. That 1,500 shares of Netflix would be worth $3.7 million today!!! Yeah ... I still cry ... LOL.
HMNY is creating a MoviePass Ecosystem!!! EOM
NEWS OUT! MoviePass Parent Company Acquiring Emmett Furla Oasis Films (EXCLUSIVE)
http://variety.com/2018/film/news/moviepass-emmett-furla-lone-survivor-1202825039/