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Seems there was also a hearing on the 10th. That might be interesting to listen to and see if they just plan to be a nuisance and get a settlement or go full court press.

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I believe the share count to use for valuation purposes is ~195.5 million. This is due to the units issued to AMC and Cinemark in early April that they are likely to convert to NCMI shares in the very near future.

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They already did this. The share count is as of May 5

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The March 31st 8-K spells out the exact math behind the ~195.5M number. For whatever reason AMC and Cinemark simply had not converted their new units to shares as of May 5th.

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Ah you're right. I saw they converted some and figured that was all of them but didn't realize they still had 21mm unconverted units. Thanks for pointing it out.

https://www.sec.gov/ix?doc=/Archives/edgar/data/1377630/000137763023000050/ncmllc-20230329.htm

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