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XXR vs XXR

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Everything posted by XXR vs XXR

  1. Current ATWOW Prediction $165-170M OW 4.4-4.8x legs $1.35B OS-C-R $525M China
  2. It would be best for some of you to follow this moderation alert before it’s too late. Warnings are only warnings for so long.
  3. Pacing definitely matters more than runtime. Lots of short films feel long because of poor pacing and vice versa.
  4. ATWOW = 78.5% of DS2 D-03 Daily Increase = +14.5% of DS2 D-03
  5. All I know is TGM made $67.5M and The Roundup (Korean film) made $100M this year so if ATWOW doesn't make at least $90M I'm gonna be disappointed.
  6. A movie just had the third highest local currency gross ever in South Korea this year. The market has changed since Covid but it’s hardly “finished”, whatever that even means.
  7. A2 had about 450K on the WTS for years because it's been in limbo for so long, so in actuality it should probably only be in the 900-950K range which makes the slowdown more understandable from a % standpoint.
  8. That would be an increase from 59->68 in just 24 hours. I think the main thing right now is that theater count around Beijing rises. I'd say 80% is feasible as long as there are no hiccups.
  9. Because now they can click the "buy" button for tickets instead of the WTS button lol. Same thing happened with Endgame.
  10. It seems suspicious but like, they couldn't have killed him right? No one could possibly be stupid enough to think it wouldn't be found out? It would have to be poison or something and that would show up in his system. The way he described things above, I'm thinking perhaps a blood clot/stroke/heart attack.
  11. It's going to do $2.5B WW even with a strong dollar. If it had 2009 ER also, we'd be looking at $3.5-4B.
  12. It does, but it's certainly not on the level of presale/frontload of an extremely hyped superhero movie (5.2x IM). It will be more akin to Jurassic World Dominion (8x IM).
  13. It was never going to be on opening weekend and even more especially not on opening night.
  14. TGM = $67.5M DS2 = $49.3M The biggest movie of the year so far is a SK film called "The Roundup" which has made about $100M.
  15. Can't imagine it would need to. Aren't there 10x more theaters now than in 2009?
  16. Yes it was a Chinese film (Detective Chinatown 3) and that was a 3 day weekend I believe. Avengers Endgame holds the non-Chinese film China record @ $330M w/ a 5 day opening. As for the high end, it's really hard to tell. Right now, 60% of theaters are open. Hopefully we get up to 70% by opening day. Lets say $400M was the max if everything was totally normal and open. If we just go by the most basic math and say 70% of 400 = 280 then maybe $280M is the max right now? Not really sure.
  17. Biggest OW in China is $398M. A2 is probably looking at $175-200M.
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