IMAX China: Could a Looming Takeover Provide Great Stock Gains?
In this conversation, Dylan Marrello discusses the investment potential of IMAX China, highlighting its unique position in the market, the evolution of its business model, and the impact of local language films on revenue. He emphasizes the company's low valuation, the potential for a buyout by the parent company, and the importance of navigating risks associated with investing in China. The discussion also covers the strategic shift from unit sales to revenue sharing and the role of buybacks in supporting stock performance. Overall, the conversation presents a compelling investment thesis for IMAX China, with a favorable risk-reward profile.