CaliforniaBlueJay420

CaliforniaBlueJay420 t1_jab2g5y wrote

Typically, the fourth quarter (Q4) is a strong earnings report for movie theatre chains like AMC for several reasons:

  1. Holiday Season: The fourth quarter includes the holiday season, which is traditionally a busy time for movie theatres. During this time, people often have more free time and are looking for entertainment options, including going to the movies.
  2. Movie Releases: Many studios release their most highly anticipated films during the fourth quarter, hoping to capitalize on the holiday season and the awards season. These films often draw large crowds to movie theatres, which can translate into increased revenue for theatre chains.
  3. Oscar Season: The fourth quarter also includes the start of the awards season, which can lead to increased attendance at movie theatres as people try to catch up on the latest Oscar contenders.
  4. Increased Spending: During the holiday season, people often have more disposable income and are more willing to spend money on entertainment options like going to the movies.

Overall, these factors contribute to a strong Q4 earnings report for movie theatre chains like AMC.

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CaliforniaBlueJay420 t1_jaaqyu1 wrote

December is usually the busiest month for movie theaters, as it coincides with the holiday season and the release of many highly anticipated films, such as Avatar - there's a reason they released it at that time. In particular, the period between Thanksgiving and Christmas tends to be a peak time for moviegoing, as families and friends look for ways to spend time together and escape the cold weather.

AMC, one of the largest movie theater chains in the United States, has typically seen increased foot traffic during the holiday season. The company has reported that December is typically one of its busiest months of the year, with many customers coming to see new releases, as well as classic holiday films that are often re-released in theaters.

Expecting strong earnings report tomorrow.

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CaliforniaBlueJay420 t1_j9r2f63 wrote

Rivian R1T vs the Ford F-150 Lightning on specs:

One of the key differences between the two vehicles is their range. The Rivian R1T has a range of up to 400 miles, while the Ford F-150 Lightning has a range of up to 300 miles. The Rivian R1T also offers impressive off-road capabilities, with adjustable air suspension and up to 14 inches of ground clearance, while the Ford F-150 Lightning is designed more for on-road use.

Another difference is their towing capacity. The Rivian R1T has a maximum towing capacity of up to 11,000 pounds, while the Ford F-150 Lightning has a maximum towing capacity of up to 10,000 pounds.

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CaliforniaBlueJay420 t1_j9r225n wrote

Excellent product and strong company. RJ is a smart man. First to market with an electric truck that gets over 400 miles range and still the reigning champ of that space with Ford's lightning even hitting a recent production snag and still not as many units produced as Rivian. Hopefully we can see RIVN reach 100k units produced this year off their line in Illinois. If you want some juicy news, look up the state legislation and major tax credit package that the Governor of Illinois signed at the end of 2022 to benefit EV makers like RIVN. The gov't has the back of RIVN and is not going to let them fail. And they have a factory in Georgia coming online within the next few years to at least double output. RIVN is a long play, you need to buy on the dip and be patient, but imagine when we reach over 100k in annual volume? Americans fucking love their trucks and SUVs.

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CaliforniaBlueJay420 t1_j6lkqzb wrote

E-Bus play is safer than volatile stocks like TSLA and RIVN: This is the first time in American history that school districts across the country have enough grant funding from the government to purchase new school buses for free. Electric ones. The $5 billion in EPA money from the IRA is covering 100% costs for many school districts, with $1B issued every year until 2026.

Green Power Motor Co (GP) was the breakout star of my portfolio so far in 2023, with a nice pop after they absolutely fucking nailed their January earnings report. Sold on a nice gain of 55% since buying in last year closer to their bottom. GP makes an electric bus literally called the BEAST.

Lion Electric Co (LEV) is the one I am watching next. They should have a nice pop on next earnings due to production and delivery records with their Joliet facility coming online 11/22 and currently rolling out vehicles. They have an incredible book of orders to fill; 2,408 orders consisting mainly of 2,085 very expensive electric buses. Lion has a red carpet to an actual successful ramp-up of production to work through said book of business. This is so promising because LEV is a newer company but they already have a book of orders going toe to toe with Blue Bird Corp, the industry leading bus maker in North America that has been around for decades longer.

E-bus tickers to watch: LEV, BLBD, GP, PTRA

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