Helios and Matheson Analytics Inc (HMNY)

[M000se]

Not enough talk happening with monsters and men. This is a big deal in proving their model. Last weekend it made about 118k in limited release only 18 theaters and being very limited in its marketing. Now this weekend its being expanded already to 36 cities x however many theaters are there. Its being released as a bonus free movie for movie pass subscribers and movie pass acquired it. This is important for so many reasons. Large studios pay TONS of money to get their movies popularity and build momentum before release. Moviepass being able to release this for free to their subscribers due to the kick back on ticket price sales will no doubt drive millions that own the app to the movie and will in turn spread that movie to others who are not members and will then pay for it. Its currently a 83% on rotten tomato. Not only will the people going to this movie which its driving to itself cause profit for Moviepass but this data will be critical when negotiating with the 20 studios they are currently in negotiation with. Also its a model proof for the 11-12 movies they plan to produce each year such as 10 minutes gone they just finished filming which can be similarly released as "added value" to MP members and also bring in extra income to those who go and see it as a result of the popularity created app will cause since its "free". Finally when this gains traction MP will then have better leverage with regal and amc to get them to play ball because they can then choose which theaters get those "free" movies. Each MP subscriber that goes to see a "free" movie on a friday night is not seeing one of theirs in there theater if they are somewhere else. There is a lot of work to do still for sure but Monsters and Men is the first step in proving their model. This weekend is another important step.