IMAX

mpoozd

How was IMAX ? worth it ? I might watch it on Dolby

DeezSpicyNuts

I just got out of an IMAX showing of Sinners and that shit goes hard af, officially 🔥 

jayxmor

I’ve been meaning to watch it. Did you catch it in IMAX? I need your top 5 war movies 

Berbollah

NVDA: A journey to the earths core. Available on IMAX by TradingView 

GirlfriendAsAService

Someone needs to calculate whether America becomes an export economy if we count virtual goods and services. I'm sensing that the money for cheap Temu crap are coming from selling Adobe licenses and IMAX decryption keys

jonneh

This Bloomberg mfer head so big I can see his thoughts in IMAX

DarthBuzzard

I'd say it's because all past, existing, and future paradigms can be simulated in VR. You can create a phone, tablet, laptop, multi-monitor setup, IMAX theater, arcade cabinet, and even a light-field display in VR for free very easily.

ajibtunes

IMAX dreams 

moorhound

Oh shit, Keanu Reeves coming back for JOHN WICK 5 Bullish on CNK, AMC, IMAX, gun stocks

Rosebunse

Am I the only one who doesn't like IMAX? Maybe it's my shitty eyes but it always gives me a headache

mpoozd

Just watched Captain America on IMAX. Totally not worth it CGI is shit. Puts on Marvel

Strategian

If you don't work out of your own personal IMAX theater, you're a poor.

chesapeakeripper_18

Btw guys Saw Alien Romulus in IMAX yesterday and it was FUCKING AMAZING!!!

Gristle__McThornbody

Ohhhh I just found out that when I make the WSB sub full screen on my 40 inch ultra wide 8k monitor with IMAX you see the other characters on the header.

yesterdaynowbefore

I have some questions about a few related/unrelated stocks, if that's OK. Is BLMN a good investment? Why or why not? Is it growing? Why is INTC down? Is IMAX a good investment? Why or why not? What would increase the value of AMC? What would increase the value of WEN?

Block-Busted

> False. Sphere is an tourist amusement experience and theater. How is that not a comp for Disney? Sphere has only one location in Las Vegas and it literally opened last year. Maybe it will expand someday, but that doesn't seem very likely as of now. > Is meant to be a joke? It’s a distinction without a relevant difference. > > You seem to be stretching extra hard to deny valid points and defend a false claim. I mean, IMAX only makes documentary featurettes that lasts about 40 minutes in general. Sure, some of them are longer, but they're not exactly common. > False. Cruise ships are not films which are not amusement parks which are not subscription. Way to miss my point. > I can see that if I say sky is blue and grass is green, you’ll just say the opposite. Be graceful already. Frankly, your analogy isn't very good. > I don’t even know what attendance “rate” is but this seems to be making a mole hill out of a mosquito bite. But more importantly, it’s using false objections to prop up a false thesis. Disney’s massive stock failure isn’t because everyone else in the industry set fire to 37% of their market cap... because they didn’t. Disney did. Disney’s board and execs did. Some of the Disney stock value issues could also be due to Peltz/Perlmutter supporters giving up on Disney after Peltz lost - at least when it comes to earlier ones - and there was also a Disneyland strike that almost happened just a few weeks ago. You know, since this conversation isn't really going anywhere, maybe u/Zealousideal_Look275 could provide his/her own take on this whole thing while we call it a day - for now, at least.

AntoniaFauci

> Aside from IMAX, those are not exactly the same thing since Sphere False. Sphere is an tourist amusement experience and theater. How is that *not* a comp for Disney? > and even IMAX is more of a cinema company, not a film production company. Is meant to be a joke? It’s a distinction without a relevant difference. You seem to be stretching extra hard to deny valid points and defend a false claim. > Also, you still didn't address these parts regarding what Peltz/Perlmutter might've done Yes I did. I pointed out they were false fear mongering and not really relevant to the stock sub context. I have no comic book or director fan girl agendas to worry about. This place/thread is about share price not culture wars. > Well, your examples mostly specialize(s) on one specific thing False. Cruise ships are not films which are not amusement parks which are not subscription. I can see that if I say sky is blue and grass is green, you’ll just say the opposite. Sorry but you keep using utterly false objections to defend a false claim. Be graceful already. > attendance rate issues I don’t even know what attendance “rate” is but this seems to be more of an attempt to make a mole hill out of a mosquito bite.

Block-Busted

Aside from IMAX, those are not exactly the same thing since Sphere seems to be mostly about sports while RCL seems to be more about cruises. If you look at film studios, things might start looking different. Also, you still didn't address these parts regarding what Peltz/Perlmutter might've done given how much spite they hold against Disney/Iger: > -Firing Kevin Feige, Pete Docter, and Jennifer Lee and replace them with Ethan van Sciver, John Kricfalusi, and Chris Savino respectively and replace Bob Iger with himself, Ike Perlmutter, Elon Musk, Ben Shaprio and/or perhaps even Harvey Weinstein. > > -Selling Pixar to MAPPA, Walt Disney Animation Studios to Pure Flix, Lucasfilm to The Epoch Times, Marvel Studios to The Daily Wire, 20th Century Studios to X Corp (Elon Musk's company), and so on.

State_Dear

WALL STREET JOURNAL article earlier this week shows movie theaters are dying. As watching at home and IMAX theaters are the trend

Money_Essay7793

IMAX is a scam anyway, just admit it

KDBfor3

You just told be you have no idea how IMAX works

Money_Essay7793

Pathetic, IMAX milking old movies

KDBfor3

Interstellar coming back to IMAX so bullish!

ihopethisworksfornow

AMC up 44% on the month because inside out 2 did ok and IMAX was positive in their earnings call is dumb as shit

Mobay_Luv

You wouldn’t be the first to say that. IMAX has flown under the radar for decades after peaking 10 years ago. AMC and its meme-stock madness has dominated WSB message boards in recent years. But in my opinion Cinemark is still the best pure play theater stock with a long runway ahead of it. However, IMAX is the Apple of cinema with the biggest screens, highest quality sound, and best projection tech in the industry. So much so, IMAX makes a lot of money selling/leasing their equipment to other exhibitors like AMC and CNK, and others in Europe and Asia. Their residuals from these leasing rights is a great alternative revenue stream on the P&Ls. All reasons I’m keeping a position in it.

probsdriving

Can’t wait to buy IMAX tickets for Twister and the rerelease of Interstellar. Enjoy your gains 🥂

Mobay_Luv

Still holding a healthy position in IMAX. Waiting for a new entry point for CNK. If it drops below $20, I’ll get some more…but I could be waiting a while.

Mobay_Luv

No. I’ve been taking some money off the table after IMAX posted better than expected Q2 earnings.

stoneman9284

Nicely done! I too am bullish on cinema and have made some money on CNK. I have to admit, I didn’t even know IMAX was publicly traded!

Mobay_Luv

Call it a late summer rally. IMAX is about it hit its 52-week high, and Deadpool is about to post a $420M opening.

Mobay_Luv

IMAX has been on a nice run-up since I posted this one. I had a million dollars on it since early June. I had just rotated most of my portfolio from a healthy run-up with CNK thru May. And I was just trying to offering this board some advice on a seasonal trade in theater stocks — a trade that I’ve had a lot of success with since the pandemic. Next time — I wouldn’t be so quick to poke fun at somebody’s suggestion. They might just help make you some money. Can’t say I didn’t tell you.

WendyzStockBae

Nah. Basically it's a cooler version of an IMAX and a concert hall crammed together in one big ass Sphere. I've gone to it and while I didn't regret it, I probably wouldn't go again unless a band I really liked happened to be playing there at the same time.

BigBoiBenisBlueBalls

IMAX before climax 😎

Routine-Material629

IMAX offer an experience you can’t get easily at home. Dolby atmos, Dolby vision you can just get a nice setup at home that uses the same tech. IMAX is unique and could draw more people to the theater. Kind of depends on getting good movies though

I-want-to-be-evil

IMAX hurts my delicate millennial ears. 

Mobay_Luv

They are moving into that space. IMAX already has patented tech in Apple's Vision Pro headset.

Mobay_Luv

Shiddy stock no. Boring and predictable movie theater stock that follows a seasonal pattern since the pandemic.....definitely! And laugh all you want -- in 33 days, this DUMBASS will admit when he's wrong if IMAX isn't trading in the $20s thru Labor Day Weekend. I'll hope you're around to do the same.

Mobay_Luv

You might want to consider re-reading this post. I said CNK has already reached it's 52-week high. I'm bot suggesting you buy into CNK. I'm recommending IMAX right now which is still almost 25% below it's 52-week mark of $21.

Galumpadump

People will go for Twisters and Deadpool which will be big screen movies, doubt they go IMAX for DM4. Although I agree not the same hype as a Dune, Star Wars, or Avatar type movie.

cantadmittoposting

> A Quiet Place Day One opening this weekend – followed by Despicable Me4, Twisters2, and capping the summer blockbuster slate with Deadpool/Wolverine are any of these actually IMAX draws though? IMAX tends to be pretty niche for major action blockbusters... i'm not paying for an IMAX experience for fucking Gru or even Deadpool. Dune? Yeah. IMAX. Avatar 2? IMAX. Most shit? home tv

Mobay_Luv

I respect your opinion but couldn’t disagree more. First of all — most IMAX screens are not 3D. And IMAX aside, if you have not seen the latest Top Gun, Avatar, or Dune in a real theater, then you are missing the real reason these movie were made — for the big screen theatrical experience. You should get out more. In the meantime — you don’t have to be a movie buff to seen a momentum trade. Happy trading.

WhoDat847

I hate 3D movies. I have never been to an IMAX theater and will not go to one. Movies pretty much suck these days anyhow, I find the only movies I can stomach are a minimum of a few years old. Yeah, I’ll have to inverse you.

Mobay_Luv

You can. IMAX is only trading at $16.60 right now. It's 1-year price target is $23, and recently upgraded to $25 by Rosenblatt analyst. Regardless, this is momentum play right now, and IMAX is an undervalued stock with a lot of momentum building right now. Like I said -- this one could be trading $19-20 before the end of the summer.

Mobay_Luv

Surprise surprise......IMAX is up over 5% today. I'm fully expecting this momentum to continue through the rest of the summer as we get closer and closer the theatrical event of the year......Deadpool & Wolverine. Wait for it!

Mobay_Luv

Agreed - I thought it was a very short run for Furiosa. But it was definitely lagging at the box office. So apparently IMAX decided to make room for the newer releases. Gamble paid off....both Bad Boys and IO2 have performed much better than expected.

Trespeon

AMC A List provides 12 movies a month, 5% cash back on concession purchases and free upgrades for $20/month. Find me ANY other theatre that lets you see 12 movies, in ANY format for $20. They also have Dolby Atmos theatres and imo they are hands down the best format to watch any movie, outclassing IMAX by a mile. Yes there are not fantastic AMCs in low income areas, but that’s what happens when they make enough money to stay alive in a basically dead mall. There are TONS of high end/high class AMCs with top of the line everything all over America. I’m in Dallas and I can go 20 min in any direction and have my pick. I can’t speak for shareholders or corpos or stock prices, but as a consumer who sees 1-2 movies every week, nothing comes close to the value I get from AMC. Their business model is amazing.

Neoking

IMAX 70mm is superior to Dolby

Knozis

There have been so many incredible movies coming out this past year if you look past blockbusters. As I said, indie films and smaller to mid budget films are in an INCREDIBLE place ever since 2019 (which as argument as the best single year of film ever). Here's a list of things I have seen in theaters so far this year that I LOVED, and doesn't include films I had fun watching but didn't love (Immaculate as one example) - Love Lies Bleeding - I Saw the TV Glow - Dune Part 2 - Civil War - Uncut Gems (A24 IMAX event) - Hereditary (A24 IMAX event) - Challengers - Sing Sing (Saw at a festival, but hitting theaters soon) - Late Night With the Devil - Furiosa - The Zone of Interest - The Holdovers - American Fiction

Knozis

I will not touch AMC stock at current prices, but I would argue they are the best theater chain by far lol. They have exclusive rights to Dolby Cinema, which is far and away the best way to watch a film right now from a technical perspective. Nothing comes close to the experience of a Dolby screening. They also have A-List which costs $19.95 per month and allows you 3 screenings per week, which includes both Dolby Cinema + IMAX showings, as well as special events like the big UFC cards and big boxing cards. Very random, but they somehow have the best mozzarella sticks I have had outside of Italian restaurants. As a massive film nerd, I absolutely adore AMC. As an investor, I wish I could confidently invest in them.

BeachBlueWhale

I go to the movies a lot and have 3 AMC locations I frequent. Lately things have been pretty dead, I've even heard employees comment how slow it has been recently. On memorial I saw Furiosa in IMAX and the theater wasn't even half full.

TheseKnicks

That's part of the problem. People also have too many options and movies are expensive compared to a streaming service where you don't even have to leave your house. The experience of theatres has always been overrated except for a good IMAX one imo.

Pluto515

Dune 2 on IMAX was a force tho ngl

aaronlgarry

$IMAX all day everyday. Rich goes on w Belloni and it costs me thousands.

Vcize

They don't do well though. I like watching old movies so I go to them when they're in theaters and the theaters are always empty. This year I went to... Dune 1 IMAX re-release Star Wars Ep 1 ET Ghostbusters Alien In various theater re-releases and they were all pretty empty.

Knozis

As someone who hates AMC's stock but LOVES the company (I sub to their A-List program and am at their theaters 2-3 times a week), I wish there was a place to have rationale discussion about their long term value once all the regards get bored and move on. Their Dolby Cinema auditoriums are far and away the best theater experience you can have right now from a technical standpoint, and the entire film industry values them for their Dolby + IMAX offerings. We also see film as a whole growing a niche but loyal base of enthusiasts through platforms like Letterboxd and the rise of innovative studios like A24 and Neon. While the stock is massively overvalued at the moment, I do not think Hollywood let's this brand die and I think cinemas will shift towards a more premium experience long term where they can rely on less people that are willing to pay more money for that premium experience.

Own-Wolverine-5361

I'm going to watch Blue Angels in IMAX to help AMC

aaronlgarry

$IMAX to the moon

bg_k

Good job, you can afford IMAX shows

electronDog

I see fewer people going out to see movies. The negatives just outweigh the positives, especially when more people are buying bigger tvs and doing home theatre. The only exception to this is IMAX and here im talking about the true purpose built imaxs that draw people and are always sold out when they show interstellar, not the the retrofitted auditoriums like the multiplexes have and list those as imax.

SexBeforeChurch

Bought to see The Fall Guy in IMAX

Reasonable_Ride_5489

I think it failed because 3d movies are just shit and not immersive, whereas VR is actually good Imagine putting on your VR goggles and watching a movie on a huge VR IMAX

Mobay_Luv

50,000 shares. Approaching full port. This one is a no brainer — it pops tomorrow or sinks tomorrow, it doesn’t matter. IMAX and CNK are still deeply discounted value plays that will both be in the mid $20s by 2025. Im in for the long game.

Mobay_Luv

I like Disney, and still think it’s somewhat discounted, but it would have been nice to jump in that one last October when it bottomed in the $70s. If you’re getting in now — you just missed a 40% gain the last 6 months. Besides, it’s a different trade from IMAX. I’m looking to play the summer blockbuster hype cycle for theater stocks. IMAX and CNK are my two trades of choice for this game.

solidsneeze

is TSLA earnings call available on IMAX today?

derprondo

Are you guys sleeping on IMAX 4/25 earnings? I’m up 10% already.

derprondo

Was telling y’all to buy IMAX a couple of weeks ago, now I’m up 7%. Earnings next Thursday, Dune smashing records for them.

derprondo

Lol my best performing stock right now is IMAX, bought on a whim because the imax theater near me sold out every single show for dune 2. Earnings are 4/24 and I bet it’s going beat bigly.

Bruinrogue

I was wondering why I couldn't see the post but then I remembered I blocked that account after it kept spamming the IMAX sub.

Eddyrancid

Do they benefit directly from good ticket sales? Not saying you're wrong, just curious. In my area a cinema venue will have an IMAX theater, the venue isn't IMAX owned. I always thought IMAX basically set up the experience for theaters to sell tickets to. Obviously everyone wanting to go to an IMAX is good for them, I just don't know how quickly they benefit short term.

derprondo

Someone tell me why $IMAX is dumb. You always see AMC baggies posting dumb shit like a single movie is going to save their bags, but IMAX is under the radar and probably has set huge records with Dune 2. The imax near me sold out every single show, all but a few front row seats. I'm going to play 4/25 earnings.

Deesco5

AMC needs to make a movie about the brain dead regards over at the AMC stock subreddit Sell popcorn out of a bucket that looks like a 🅱️ussy I’d go watch on IMAX if they fucking roasted those idiots for an hour 20 mins

Kinpolka

Bought super LEAPS calls on AMC for 2026. The company is getting it together. I think Dune started the resurgence of the public awareness to see these new work of arts in Dolby and IMAX for the full experience

Kinpolka

Seeing Dune in Dolby and IMAX was life changing. LEAPS calls on AMC. Marvel will get their shit together

johnnyjj5280

Strong seasonality into the summer months is a real thing with movie stocks. 2024 will see the number of new releases improve as the year progresses and the slate recovers from last year's strike. Best to be patient with CNK and IMAX as comparisons this summer are tough going up against Barbie and having the Olympics. 2025 is where the real action is. CNK has said that 2024 will have about 95 wide releases, while 2025 will recover to pre-pandemic levels of 120 to 130. Quality is always a question mark, but Kong - Zilla this weekend shows that people will go to the theater if there is something worth seeing. On CNK, between now and the end of 2025 the company should make significant progress on the balance sheet. In May they will redeem the balance of the 8.75% bonds they have outstanding, resulting in a nice reduction in interest expense. Then, the big wildcard will be the 4.5% converts they have outstanding for May of 2025. CNK can redeem these bonds for cash or shares. At the moment the accounting treatment for these bonds are on an "as converted basis". Which means, even though the bonds have not actually converted yet the current share count reflects the full number of shares. If CNK pays cash to redeem these bonds, the share count will go from 152M to about 115M -120M. If this happens then earnings for 2025 will go from about 2.00 to about 2.50 per share. Right now, all of the sell side analysts are using the full share count to forecast their numbers for 2025. CNK is having an Analyst Meeting next week; If we are lucky they may cover this topic. We want to be long these stocks now as 2025 comes into focus the market will react.

LifeIsAnAdventure4

IMAX is not exactly a new thing.

derprondo

This is extra regarded, and I would make fun of AMC baggies endlessly for proposing something stupid like this about AMC, but the imax theater near me has sold out every showing of Dune Part 2 they had. Granted, it's only one of the 12 in the entire country with the proper screen and 70mm film projector to show the movie in all its glory, but I am certain that this will be a record for them, so I bought IMAX stock.

derprondo

Yeah I live near of the 12 in the US. I think mine is also one of only a couple that are actually owned and operated by the IMAX corporation so you know they've got that projector dialed in.

derprondo

LOL I am actually serious about this one. I think the popularity of these 70mm films has reached critical mass and they're going to keep doing them. There's only 12 theaters in the US like this, though, so probably not going to generate huge revenues but I'm certain that the IMAX corporation is going to see revenue increases.

derprondo

I always buy what I know/use and it usually works out. I never paid much attention to IMAX until Oppenheimer came out. I live within driving distance of one of the few 70MM theaters and was just blown away by it. Been taking the kids to see documentaries there and I've been to see Dune part 2 there twice. I even saw someone trying to sell a ticket on Reddit and I'm going to be nearby tomorrow and I'm seriously considering going again (I love all things Dune, even the 1984 movie). Anyway my friends and family have decided that all other theaters around us are trash now, will only go to the IMAX. I'm buying IMAX stock tomorrow.

Connect_Builder_2215

Wow you're a regard. Vision pro has an fov of ~ 100° which is less than half your eyes. It's jarringly small, borderline claustrophobic. IMAX the front row is further away than your room is big. We have had actual volumetric 3,5D tech in flat screens without glasses for decades now, you regard. Volumetric just never really took off. Another one of those theoretically possible and actually viable things that never happened. Because of a plethora of reasons.

vics80

IMAX is overrated, right? I'll just watch Dune 2 at my local theater, next week. I hate travelling these days, unless it's to a new city. Feels like a waste of time

kalakesri

Dune 2 and this summer’s box office lineup is bullish for IMAX just yolo’d some position Thank you Lisan Al Ghaib for guiding my regarded positions 🧎

Train3rRed88

I’m going to see dune 2 in AMC IMAX tonight. Just doing my part to help OP

McKoijion

Dune 2 was super good. I might watch it again. On a bigger screen. Calls on WBD and IMAX, I guess.

BackThatThangUp

I watched the 70mm print of Dune Part II on a 100 foot IMAX screen today I came buckets 🪣 🪣 🪣 🍆👋😩

felipesizzosmoes

Go see Dune 2 in IMAX bros you won’t regret Eat and use the bathroom beforehand

Hwangoutpltr

I need IMAX at 17

felipesizzosmoes

Incredible hot yoga class this morning bros I feel on top of the world Came home and showered the sweat off, took the best nap I’ve ever had in my life. Woke up hard as a rock and immediately bought tickets to Dune 2 in IMAX What a way to celebrate the last day of shitty early darkness 

McKoijion

I might watch it again in IMAX or something.

MeMoMoTrentBacon

If you like IMAX stuff and dune, it’s worth it. Only 12 in country showing the 70mm, I’m a fan, but it’s insane.

FEMA_Camp_Survivor

He did Dune too. See the sequel in IMAX.

Sandvicheater

is AMC, IMAX and CNK really up thanks to Dune 2?

Sempere

Drink and you will die. Drink and you may see. You will see the Beauty and the Horror. Superb experience, definitely recommend seeing it in IMAX. (full disclosure: no position in IMAX).

Savings-Reading-1507

Sharing the below from [https://www.reddit.com/r/wallstreetbets/comments/1b27k6g/why\_warner\_bros\_discovery\_wbd\_is\_a\_deep\_value\_play/](https://www.reddit.com/r/wallstreetbets/comments/1b27k6g/why_warner_bros_discovery_wbd_is_a_deep_value_play/) WBD’s bet on the Dune universe by partnering with legendary entertainment looks like it could be one of the most profitable of this century and their stock is trading at 52wk lows / down \~6% today / lowest price since 2009 / GFC. Reviews:  Consistently has been compared to The Empire Strikes Back and Lord of The Rings Twin Towers (([https://news.yahoo.com/dune-part-two-next-star-101045781.html)](https://news.yahoo.com/dune-part-two-next-star-101045781.html))). Highest rated film in the past 15 years by IMDb (([https://www.imdb.com/chart/top/)](https://www.imdb.com/chart/top/))). Their model factors in incremental viewers will have lower ratings / dilute rating, so fair to assume this will stand. Even if you take a pessimistic view and say it drops \~40 spots, it would still be a top \~5 movie over past 15 years.  On Letterboxd, no movie has both higher reviews and number of ratings (([https://letterboxd.com/films/by/rating/)](https://letterboxd.com/films/by/rating/))). Box Office: Global opening weekend of \~$180M. WBD predicted a domestic opening of $65M vs. $80M+, close to a +20% beat. Note: these opening figures are studio estimates made on Saturday and are likely higher if you factor in a stronger Sunday due to reviews / word of mouth. Full box office: The only two sequels rated higher than Dune 2 are the The Dark Knight and LOR Twin Towers, which did \~5x their openings weekend in total box office. Which would imply Dune 2 will gross close to $1B, roughly a 30% beat. “The only reason it wasn’t higher is we ran out of seats,” said Rich Gelfond, CEO of IMAX (([https://www.cnbc.com/2024/03/04/5-things-to-know-before-the-stock-market-opens-monday-march-4.html)](https://www.cnbc.com/2024/03/04/5-things-to-know-before-the-stock-market-opens-monday-march-4.html))). Additional: I’ve never known anyone that’s gone to see a movie twice in theaters. Know multiple people that are going to see this twice. Future Movies: Dune 3 has not been greenlit yet, but an announcement from WBD might come soon. In addition, Dune 1 / 2 are based on book #1 out of a series of 6, which leaves the door open for a decade of blockbusters, etc. Now if you’ve read this far, you’re probably thinking “WBD has revenues of \~$40B, how would this make a big impact or be a strong positive catalyst”. On top of distributing the movie, they will also add it to HBO max after theaters… along with a new show, Dune: The Prophecy this fall (([https://www.imdb.com/title/tt10466872/)](https://www.imdb.com/title/tt10466872/))). It is well known that new shows impact new subscribers, but simply put, there hasn’t been this high caliber of a Movie / show combo since streaming went mainstream. Given this is an entertainment outliner, adding 10-30 million new HBO Max subscribers would not be out of the question, which could translate into upward of \~$6B in HBO subscriber revenue. If the LORs Twin Towers / Empire Strikes Back comparisons hold true, then new subscriber growth could likely be the largest ever seen.

7xEBITDOG

Have same view point. Think more upside to Dune 2 than priced in. Wrote the below after watching the movie - thought would share. WBD’s bet on the Dune universe by partnering with legendary entertainment looks like it could be one of the most profitable of this century and their stock is trading at 52wk lows / down \~6% today / lowest price since 2009 / GFC. Reviews:  Consistently has been compared to The Empire Strikes Back and Lord of The Rings Twin Towers (\[link\]([https://news.yahoo.com/dune-part-two-next-star-101045781.html)](https://news.yahoo.com/dune-part-two-next-star-101045781.html))). Highest rated film in the past 15 years by IMDb (\[link\]([https://www.imdb.com/chart/top/)](https://www.imdb.com/chart/top/))). Their model factors in incremental viewers will have lower ratings / dilute rating, so fair to assume this will stand. Even if you take a pessimistic view and say it drops \~40 spots, it would still be a top \~5 movie over past 15 years.  On Letterboxd, no movie has both higher reviews and number of ratings (\[link\]([https://letterboxd.com/films/by/rating/)](https://letterboxd.com/films/by/rating/))). Box Office: Global opening weekend of \~$180M. WBD predicted a domestic opening of $65M vs. $80M+, close to a +20% beat. Note: these opening figures are studio estimates made on Saturday and are likely higher if you factor in a stronger Sunday due to reviews / word of mouth. Full box office: The only two sequels rated higher than Dune 2 are the The Dark Knight and LOR Twin Towers, which did \~5x their openings weekend in total box office. Which would imply Dune 2 will gross close to $1B, roughly a 30% beat. “The only reason it wasn’t higher is we ran out of seats,” said Rich Gelfond, CEO of IMAX (\[link\]([https://www.cnbc.com/2024/03/04/5-things-to-know-before-the-stock-market-opens-monday-march-4.html)](https://www.cnbc.com/2024/03/04/5-things-to-know-before-the-stock-market-opens-monday-march-4.html))). Additional: I’ve never known anyone that’s gone to see a movie twice in theaters. Know multiple people that are going to see this twice. Future Movies: Dune 3 has not been greenlit yet, but an announcement from WBD might come soon. In addition, Dune 1 / 2 are based on book #1 out of a series of 6, which leaves the door open for a decade of blockbusters, etc. Now if you’ve read this far, you’re probably thinking “WBD has revenues of \~$40B, how would this make a big impact or be a strong positive catalyst”. On top of distributing the movie, they will also add it to HBO max after theaters… along with a new show, Dune: The Prophecy this fall (\[link\]([https://www.imdb.com/title/tt10466872/)](https://www.imdb.com/title/tt10466872/))). It is well known that new shows impact new subscribers, but simply put, there hasn’t been this high caliber of a Movie / show combo since streaming went mainstream. Given this is an entertainment outliner, adding 10-30 million new HBO Max subscribers would not be out of the question, which could translate into upward of \~$6B in HBO subscriber revenue. If the LORs Twin Towers / Empire Strikes Back comparisons hold true, then new subscriber growth could likely be the largest ever seen.

TheGoodSurgeon

Biggest March opening ever for IMAX

Fun_Reporter9086

This is the IMAX show for Dune for Monday at 2:45 p.m. show in my city. Who the fuck is watching at 2:45 p.m.? Grey taken seats, blue empty seats. https://preview.redd.it/4e34nq72rzlc1.png?width=1136&format=png&auto=webp&s=08266965a5d6f80e88d728c549d58ee2ae68f074

WatcherOfTheCats

Going to see it in IMAX tonight, I love the books. Any good?

Due-Educator5848

Is Dune 2 a big enough movie for it to be a good idea to buy IMAX calls and hold over the weekend?

Avocadonot

Yeah pretty sweet. I went into it blind and I think it might be my favorite movie theater experience of all time. Me and friends are going to see part 2 in IMAX this weekend