[HN Gopher] Alamo Drafthouse Files for Bankruptcy
       ___________________________________________________________________
        
       Alamo Drafthouse Files for Bankruptcy
        
       Author : undefined1
       Score  : 146 points
       Date   : 2021-03-03 17:03 UTC (5 hours ago)
        
 (HTM) web link (www.kxan.com)
 (TXT) w3m dump (www.kxan.com)
        
       | cletus wrote:
       | Note that often equity holders are the biggest losers in a
       | Chapter 11. Secured creditors and bond holders may well end up
       | owning the company.
        
       | csours wrote:
       | Alamo Drafthouse is home to some of my favorite memories - from
       | live riffs by Master Pancake (with a wide array of guest stars
       | including Mary Jo Pehl, the Mads - Frank Conniff and Trace
       | Beaulieu, Doug Benson, Sam "Jerry" Jones [Flash, AhAAAH], and
       | many others) to Fantastic Fest to Sing Alongs to Movie Parties to
       | Classic and Genre Movies.
       | 
       | I know they'll survive in some form, but this is tough, y'all.
        
         | smoldesu wrote:
         | Ugh, the Mads are calling again. Crow, can you get that?
        
         | smcnally wrote:
         | I hope Alamo asks their fans to pitch-in as they can so
         | Drafthouse survives and thrives. Saying this so solely as a
         | loyal customer: I bought a bunch of tees[0] and hoodies[1] as
         | holiday gifts through their Mondo store. They look great and
         | are super high-quality. I have 0 affiliation, but a vested
         | interest in having them back online sooner than later.
         | 
         | Between Drafthouses in Yonkers (NY) and DTLA, I've seen Live
         | Programs with Crispin Glover, Penn Jillette, and makers I
         | hadn't known previously. I've been to moderated screenings with
         | audiences half-full of first-timers seeing Blazing Saddles, A
         | Day at the Races, Spirited Away (subs v dubs), and me as the
         | first-timer seeing Casablanca front-to-back on the big screen.
         | Their pre-show reels are crafted with skill and care and with
         | clever relevance to their feature films from multiple angles.
         | 
         | The org is run by folks who clearly love movies and create
         | experiences for others who do too. They _seem_ like they would
         | be ethical in their handling of vendor relations through
         | Chapter 11, though that 's always TBD.
         | 
         | 'Alamo Victory' is a good program w/r/t heds-up re event
         | schedule, ticket-less admittance & card-less settle-ups, and
         | reasonable perks for going to pictures. Victory's newsletter
         | and mobile apps are a good place to start letting fans know how
         | we can help.
         | 
         | [0] https://mondoshop.com/collections/apparel/products/alamo-
         | dra... [1]
         | https://s3.birthmoviesdeath.com/images/made/BMD_HOODIE_FLAT_...
        
         | mauvehaus wrote:
         | The collected action scenes in Enthiran made the rounds of the
         | internet during the four months I was living in Austin. And so
         | naturally they got a print and screened it. Gotta love the kind
         | of brilliance behind that move. Where else would you ever have
         | the chance to see it on the big screen?
         | 
         | https://m.youtube.com/watch?v=rDHnJvboy0c
        
         | RhysU wrote:
         | A "Super Troopers" Mister Sinus Theater presentation featuring
         | a syrup drinking contest is burned in my mind. Three audience
         | volunteers selected before anyone was told for what they were
         | volunteering. The hosts handed out bottles of syrup and said
         | "Go!" One contestant gets nowhere. One downs it instantly
         | because his bottle had iced tea in it. The hosts lose it
         | because the third contestant got halfway through a real bottle
         | of syrup motivated by the performance of the iced tea drinker.
         | The hosts thought it would be a good show (it was) but never
         | anticipated someone seriously trying. Audience howls. All
         | contestants given prizes. This was over 10 years ago and I can
         | still picture it despite having a crap visual memory. I hope
         | Alamo can pick up the pieces.
        
       | jdhawk wrote:
       | This is mostly a restructuring to shed some debt before a big
       | capital infusion.
       | 
       | Alamo's business model in a post-pandemic world is still a huge
       | money maker.
        
         | dublin wrote:
         | You're assuming the myriad petty government tyrants will give
         | up the control over our lives that they've seized. Let me know
         | how that works out for you - history shows that never happens
         | without violence.
        
           | majormajor wrote:
           | It's happened in the US in the past after previous crisis.
           | 
           | I don't understand the line of thinking that goes that the
           | government WANTS to destroy businesses and economic activity
           | and reduce their own tax base, income, and ability to
           | operate...
        
             | djbebs wrote:
             | They dont want it. But the incentive structure that
             | determines if they get elected or not is set up in a way
             | that makes supporting wealth creation a disadvantage
        
             | fredophile wrote:
             | I think there are good reasons to be skeptical. The USA
             | PATRIOT act was rushed through congress in a previous
             | crisis and it took nearly 20 years before it stopped being
             | reauthorized.
        
               | causalmodels wrote:
               | I think your comparison misses the fact that COVID
               | measures are largely decentralized because they require
               | the agreement and participation of everyday people to be
               | effective whereas the PATRIOT act centralized authority
               | and control. As a result, the COVID measures basically
               | lack enforcement mechanisms that could continue to exists
               | after the pandemic ends.
        
             | pwinnski wrote:
             | It's an odd strain of thinking, where everything is
             | compared to Nazi-era Germany except the actual current
             | fascism.
        
           | unethical_ban wrote:
           | You said a lot of wild things without any real assertions.
        
           | CarelessExpert wrote:
           | https://news.ycombinator.com/newsguidelines.html
           | 
           | > Please don't use Hacker News for political or ideological
           | battle. It tramples curiosity.
           | 
           | > Eschew flamebait. Don't introduce flamewar topics unless
           | you have something genuinely new to say. Avoid unrelated
           | controversies and generic tangents.
        
         | beervirus wrote:
         | Presumably the owners will walk away from this restructuring
         | with nothing.
        
         | criddell wrote:
         | There are some big uncertainties though. For example, now that
         | studios can own theaters I wouldn't be surprised to see Disney
         | buy one of the chains to show only their movies. It would be a
         | huge problem for Alamo and other chains if they didn't get
         | Marvel, Star Wars, and Pixar movies at the same time as a
         | Disney-owned theater would.
        
           | kelnos wrote:
           | I would really _really_ hope that kind of acquisition would
           | get killed by the DoJ (FTC?) on anti-trust concerns. But who
           | knows...
        
           | sevencolors wrote:
           | One of the strengths of Alamo is that they do showings for
           | indie films and have weekly nights of older films. So cheaper
           | to screen these and they make bank on the food and drinks.
           | 
           | And the biggest part for me is they have ZERO commercials
           | while you're waiting for it to start. They show silly
           | bumpers, youtube clips and internal promos.
        
           | toast0 wrote:
           | > For example, now that studios can own theaters I wouldn't
           | be surprised to see Disney buy one of the chains to show only
           | their movies.
           | 
           | DOJ vacated the consent decree on studios owning theaters,
           | but that doesn't mean that a studio exclusively screening its
           | films at its own theaters will be allowed.
           | 
           | I kind of doubt there will be a big investment in studio
           | owned theaters anyway. Maybe studios will pick up some of the
           | closing locations to make sure there's _a_ theater within
           | reasonable drive of everyone, and maybe some flagship
           | theaters in Hollywood.
        
             | TomSwirly wrote:
             | > DOJ vacated the consent decree on studios owning
             | theaters, but that doesn't mean that a studio exclusively
             | screening its films at its own theaters will be allowed.
             | 
             | Who's going to stop them? "We're pro-business" says both R
             | and D.
        
             | evanelias wrote:
             | I could imagine Disney owning their own theaters could be
             | quite profitable for them.
             | 
             | I can't find an online source for this, but a decade ago I
             | heard that the IFC Center in NYC was the most profitable
             | (per-screen) cinema in the US, due to IFC Films already
             | being the distributor of the films they show -- so no added
             | distribution costs.
             | 
             | Then again, they've also controversially used non-union
             | projectionists, so this might have just been a talking
             | point on one side of that debate.
        
       | imaginationra wrote:
       | Our studio was looking to four wall our new film using their
       | locations later this year to do our US screening tour. I hope
       | most of them survive as without proper theatrical venues,
       | appreciation for Cinema in the U.S. will wane.
        
         | donarb wrote:
         | Just in case someone else is not familiar with the term "four
         | walling".
         | 
         | https://en.wikipedia.org/wiki/Four_wall_distribution
        
       | smrtinsert wrote:
       | I will personally contribute money to them if I have to. One of
       | my favorite businesses.
        
         | flabbergasted wrote:
         | If you haven't already, consider buying gift cards.
        
           | chrisseaton wrote:
           | Buy a gift card from a bankrupt business? Isn't that just a
           | donation to their creditors at this point?
        
       | DIVx0 wrote:
       | This makes me sad. I _really_ enjoy the drafthouse and I rarely
       | see movies anywhere else because all other major theater chains
       | prioritize squeezing dollars vs the experience.
       | 
       | I see that the founder(s) are still involved but I can't help
       | think that it'll just be a slow decline until the drafthouse is
       | indistinguishable from AMC or other chains and their infinite
       | commercial pre-rolls and dirty theaters.
       | 
       | I hope I am proven wrong OR another theater that respects the art
       | springs up to fill the potential void.
        
         | kelnos wrote:
         | Don't worry; this is just Chapter 11. It gives Alamo time to
         | restructure their debts, and likely is a prelude to a big cash
         | infusion from somewhere. They're a fantastic, profitable
         | business in normal times; tearing the company apart and selling
         | it for scrap would not be in anyone's best interests.
         | 
         | On the downside, as the article mentions, some of their lower-
         | performing locations will likely close.
        
         | bmitc wrote:
         | I generally feel that the Alamo Drafthouse experience is
         | actually pretty terrible for movies other than big action or
         | comedy blockbusters. I don't see how a place that serves
         | popcorn in a giant metal bowl takes quietness seriously. And
         | although they advertise it, they really don't police talking or
         | distractions anymore or even equivalently as other theaters.
        
       | purple_ferret wrote:
       | >As part of this bankruptcy, Alamo Drafthouse will close down
       | underperforming locations, including the flagship Alamo
       | Drafthouse Ritz location in downtown Austin on Sixth Street.
       | 
       | Alamo getting priced out of Austin? Thanks Joe Rogan!
        
         | gizmo385 wrote:
         | As someone who doesn't follow Joe Rogan, what is his
         | involvement here?
        
           | purple_ferret wrote:
           | Nothing direct to Alamo, but he's moved to Austin and is
           | trying to convince all his rich LA friends to move there so
           | they can essentially take it over and run their own scene.
        
       | IndySun wrote:
       | Glad to hear they're not planning on disappearing.
       | 
       | Spent many hours in Austin TX Alamo's during the SXSW festivals.
       | A wonderful experience. A little like the UKs Everyman chain (but
       | with stunningly entertaining kookie ads running).
        
       | [deleted]
        
       | technofiend wrote:
       | Despite the 20+ mile drive I prefer Alamo to any other theatre in
       | no small part due to their - depending on your view - strict but
       | reasonable or utterly draconian [1] no using your phone rules.
       | Having said that, when they got aggressive about expanding they
       | shrunk their menu and removed local variations of both food and
       | beer. Frankly, Alamo without a Honey I Shrimped The Pigs just
       | ain't the same Alamo. I'd like them to let local managers add
       | back a bit of flavor, maybe do pop ups in conjunction with local
       | restaurants [2] and otherwise improve their food and drink
       | offerings back to the quality they were when the chain started.
       | Prior to the pandemic I still went to Alamo for my movies, but I
       | ate beforehand.
       | 
       | [1] https://www.youtube.com/watch?v=1L3eeC2lJZs
       | 
       | [2] https://www.houstoniamag.com/eat-and-drink/southern-smoke-
       | is...
       | 
       | Chris Shepherd's Southern Smoke Foundation is doing pop ups in
       | conjunction with other businesses and donating the profits to
       | help food service workers impacted by the pandemic; both
       | financial aid and mental health care. Laudable and his food is
       | good.
        
       | simonebrunozzi wrote:
       | > Our European visitors are important to us.
       | 
       | > This site is currently unavailable to visitors from the
       | European Economic Area while we work to ensure your data is
       | protected in accordance with applicable EU laws.
        
         | tallanvor wrote:
         | Considering they've been showing this message ever since GDPR
         | went into effect, it's clear that European visitors aren't
         | important to them at all.
        
           | weeblewobble wrote:
           | I think they mean it's important to them to respect the laws
           | of Europe.
        
           | meepmorp wrote:
           | It's not inconsistent to say that they care about Europeans
           | who are interested in visiting their locations, while also
           | punting on GDPR compliance.
           | 
           | Realistically, most Europeans interested in going to an Alamo
           | Drafthouse are already in the US, so they won't see that
           | message.
           | 
           | edit: I'm unsmart
        
             | tallanvor wrote:
             | https://drafthouse.com/ loads fine. https://www.kxan.com,
             | on the other hand, doesn't.
        
               | meepmorp wrote:
               | You're not missing anything good, fwiw.
        
           | shiftpgdn wrote:
           | And why should they be? It's not like you'll be booking
           | tickets.
        
             | tallanvor wrote:
             | The link is to a news article, not the business in
             | question.
        
           | Matticus_Rex wrote:
           | Something can be important to you and yet not important
           | enough to pay the costs to remedy.
        
             | redisman wrote:
             | They only have theaters in the US so I would imagine the
             | ROI is very low (a couple of tourists might hit it up at
             | some point?)
        
         | mikeryan wrote:
         | Alamo is a movie theater chain based mostly in the US South and
         | CA that is known for adding food, bars, distributing both major
         | studio and indie movies and really enhancing the "in-theater"
         | experience. They're a very exposed casualty to Covid
         | unfortunately.
         | 
         | While I'm sure European visitors are "important" it's mostly a
         | US Brick and Mortar business so it's not that "important" to
         | meet GDPR requirements apparently.
        
         | phillc73 wrote:
         | Right. I don't even know what is a Drafthouse? And now I may
         | never know.
        
           | ch4s3 wrote:
           | Alamo Drafthouse is a fancy theater that has limited seating,
           | a VERY strict cell phone/talking policy, craft beer, and
           | pretty good food.
        
             | [deleted]
        
             | alistairSH wrote:
             | _craft beer, and pretty good food._
             | 
             | They do? Looks like typical mediocre American pub fare...
             | 
             | https://s3.drafthouse.com/menus/NOVA_DigitalMenu_JAN21_9x12
             | ....
        
               | ch4s3 wrote:
               | I've only been twice and haven't had a lot of their food,
               | but it was better than I expected. The buffalo
               | cauliflower was surprisingly good. Is it as good as food
               | in my neighborhood? No, not at all. Is it far better than
               | food normally sold to captive patrons? Yes, absolutely.
        
               | duskwuff wrote:
               | Which is significantly better than what you'll find at
               | most American movie theaters (popcorn, hot dogs, candy,
               | soda).
        
               | alistairSH wrote:
               | That's a pretty low bar.
        
               | tssva wrote:
               | The food selection is better, but every time I have been
               | the actual execution has been pretty poor which is why I
               | stopped going to the Alamo near me. I would rather eat
               | before or after and see the movie in my other local
               | theater which also has lower ticket prices and more
               | comfortable seating.
        
               | slfnflctd wrote:
               | Their food was better in the past. With expansion and
               | other business challenges there was some cost cutting.
               | 
               | Someone further upthread suggested they should partner
               | with local restaurants, and I think that's a great idea.
               | Quality food trucks would be a perfect fit.
        
               | chrisco255 wrote:
               | Food trucks work even better with drive-in theaters. But
               | Alamo is making most of their profit from food & drinks.
               | That's the truth about the theater business: most ticket
               | revenue goes to the film producers. Splitting the food &
               | beverage profit with 3rd parties would kill most of their
               | income.
        
               | ginko wrote:
               | I get that the Royale with Cheese is a Pulp Fiction
               | reference, but at least they could have made it like an
               | actual quarter pounder.
        
             | pseudolus wrote:
             | The cell phone policy is a point of pride:
             | 
             | https://www.youtube.com/watch/1L3eeC2lJZs
        
           | huitzitziltzin wrote:
           | finest moviegoing experience in the united states, hands
           | down.
        
       | breatheoften wrote:
       | I wonder how much Chapter 11 actually makes sense as a response
       | to something like Covid versus a swift and merciless Chapter 7
       | and then rebooting the business once theaters are viable again.
       | 
       | Assuming that a Chapter 7+then+future_reboot was possible -- who
       | benefits the most from allowing the company to attempt to limp
       | along until the pandemic ends intact? Are there a significant
       | percentage of company employees who are currently getting paid
       | with benefits during the pandemic -- or is this mainly about
       | making it seem as likely as possible that the business will come
       | back so that the current set of non-compensated employees will
       | try to limp along on their own without pay in such as way that
       | they will come back after the pandemic is over?
        
       | chasing wrote:
       | The world at large and Austin in particular are going to take a
       | huge cultural hit because of our failure to deal with COVID-19
       | properly. NFTs aren't going to solve the fact that people who
       | create art and culture are so vital to our civilization and yet
       | for the most part live on the edge of financial stability. Sad.
        
         | dublin wrote:
         | The way to deal with Covid-19 "properly" was simply to do
         | nothing at all and let the virus run its course, like the flu
         | or any other communicable disease. This has been a disaster for
         | all concerned, and the lockdowns have killed far, far, more
         | people than would have been killed by the Wuhan virus just
         | being allowed to run amok...
        
           | kelnos wrote:
           | Ah yes, the "let the hospitals get overwhelmed" plan. Far
           | more people would have died that way. The US's response was
           | absolutely abysmal, I agree, but your plan would have been
           | much, much worse.
        
           | pstuart wrote:
           | Or perhaps we followed the original plan and had masks,
           | tests, and tracking in place like the previous
           | administrations had done.
           | 
           | The fact that masks are politicized at all shows how badly it
           | was managed.
        
         | needz wrote:
         | Non-fungible tokens??
        
       | drfuchs wrote:
       | Important to note that it's a "Chapter 11" bankruptcy, which
       | loosely translates to "Our creditors and shareholders will take a
       | big loss, but we'll keep operating and hopefully our customers
       | won't notice a thing." As opposed to "Chapter 7", which means
       | "we're shutting down and doing a fire sale of all our stuff so
       | creditors can get a few cents on the dollar."
       | 
       | For instance, Hertz is going through Chapter 11, but you'd never
       | know as a customer.
        
         | csharptwdec19 wrote:
         | > For instance, Hertz is going through Chapter 11, but you'd
         | never know as a customer.
         | 
         | For most cases yes. I don't know the exposure risk of Hertz in
         | this regard, but in a Chapter 11 it's worth remembering that
         | any people who are legally owed money (i.e. unpaid lawsuits)
         | are counted as 'creditors', I think based on how the
         | GM/Chrysler bankruptcies played out, 'unsecured' ones at that.
        
         | bpodgursky wrote:
         | It's a huge difference. IMO Chapter 11 bankruptcy is one of the
         | greatest strengths of the American legal system.
        
           | adwi wrote:
           | Generally agreed, but as a small business vendor on the wrong
           | side of this it's very painful.
           | 
           | During Covid, a client representing 20% of my income declared
           | bankruptcy after already waiting > 6 months for a group
           | invoices to be paid.
           | 
           | They've offered "secured creditors" nearly full repayment,
           | while everyone else has been offered literally 1C/ on the $1.
        
             | jaggederest wrote:
             | There's insurance that covers this - no idea whether it's a
             | good value but it certainly exists.
             | 
             | Here's an example:
             | https://www.nationwide.com/business/insurance/accounts-
             | recei...
        
             | cletus wrote:
             | It's a painful lesson to learn but the key here odd to
             | recognize when someone is a sufficiently large customer
             | than a default represents an existential risk to your
             | business.
             | 
             | Businesses tend to go the other way and be more
             | accommodating to larger customers like continuing to
             | fulfill their orders and not taking action at, say, 90 days
             | late.
             | 
             | Secured credit can be one way to resolve that without being
             | super strict on late payments or wanting repayment of
             | limited credit.
        
           | acchow wrote:
           | Which other countries have an equivalent to Chapter 11?
        
             | robk wrote:
             | Uk has the cva which is functionally similar
        
             | momothereal wrote:
             | In Canada, there are 2 functional equivalents. A Division I
             | Proposal [1] is a means for individuals and businesses to
             | resolve "unmanageable debt", with no minimum amount. For
             | large corporations with >$5Mil in debt, the CCAA federal
             | law is more advantageous [2].
             | 
             | [1] https://www.ic.gc.ca/eic/site/bsf-
             | osb.nsf/eng/br02052.html
             | 
             | [2] https://www.ic.gc.ca/eic/site/bsf-
             | osb.nsf/eng/br02284.html
        
             | pfortuny wrote:
             | Probably many. It is a standard way to re-structur the debt
             | of something which might be a viable business in non-
             | terrible circumstances.
             | 
             | Spain: "concurso de acreedores". The business asks the
             | Government for a way to have lenders (acreedores)
             | restructure/redimension the debt.
             | 
             | This way workers can still have job in the future, assets
             | keep their operating value...
        
               | [deleted]
        
             | mnd999 wrote:
             | Nothing like that in the UK afaik. In 2008 Lehman's had
             | their London office locked and everything frozen on the
             | morning of the bankruptcy. The New York office was afaik
             | still open under chapter 11.
        
           | parhamn wrote:
           | What are the quick pro/cons here? Assuming creditors take the
           | loss (they assumed the risk), debtor loses the debt and what
           | else? Do the debtors lose much besides their
           | creditworthiness? The main con I assume is the moral hazard?
        
             | shiftpgdn wrote:
             | Chapter 11 generally involves a payment plan to debtors.
        
             | rhino369 wrote:
             | Depends on how the restructuring occurs, the debtors
             | usually lose some or all of their equity. Unless the
             | restructuring makes the creditors whole, the previous
             | shareholders don't retain any ownership. The entity
             | survives, but the old stock is voided and new stock issued.
        
             | FrobeniusTwist wrote:
             | The main "pro" of a successful Chapter 11 is that a viable
             | but struggling business is saved (along with the jobs
             | provided by the business), although the investors in the
             | business may see their investment wiped out. As mentioned
             | elsewhere, being able to pick and chose which leases to
             | assume and which to reject is one of the principal
             | benefits. The main "con" is that unsecured creditors don't
             | necessarily get the deal they agreed to, but (a) the claims
             | of even unsecured creditors are prioritized over equity,
             | and (b) bankruptcy is a known risk for unsecured creditors,
             | and is presumably priced into the debt in the first place.
             | Also, while a Chapter 11 is not going to help a company
             | looking for cheap debt, there's a whole industry of
             | providers of credit to Chapter 11 debtors. As long as there
             | is a viable plan to reorganize, the company should be able
             | to find financing or otherwise emerge with a functioning
             | business.
        
             | mikeryan wrote:
             | Chapter 7 means liquidating all assets - business gone,
             | creditors can pick over the pieces to try to recoup
             | something. Chapter 11 business is functioning and tries to
             | restructure debts in a way to pay creditors back, maybe not
             | wholly back but at least partly or with an extended time
             | window. It provides a shield from creditors while doing
             | this.
             | 
             | For someone like Alamo so adversely affected by Covid but
             | with an otherwise (AFIACT) healthy business in non-covid
             | times its a reasonable approach to try to get out from
             | under-water without undue pressure from creditors.
             | 
             | You see Chapter 11 more around extraordinary operating
             | circumstances, recesssions etc. Where businesses think they
             | can get back on their feet given some time.
        
               | pdq wrote:
               | One of the big items in Chapter 11 is terminating
               | expensive long-term leases. Since Alamo probably has this
               | as their #1 or #2 expense, they can close locations
               | without being on the hook for future rent.
        
               | meepmorp wrote:
               | I'd also expect that this would provide some leverage in
               | renegotiating expensive leases, particularly given the
               | hit commercial real estate has taken during the pandemic.
               | I'd bet many landlords are willing to take a lower paying
               | tenant already in a space, vs trying to fill that space
               | in a low demand market.
        
               | aeternum wrote:
               | I've read elsewhere that while this seems logical, it
               | often isn't possible for commercial landlords as their
               | loan terms are tied to a given rental price.
        
               | 6gvONxR4sf7o wrote:
               | This right here is why i've been less and less
               | enthusiastic about some of the roles credit plays in our
               | society. You get credit assuming the future will be in
               | some range, but then you can get screwed if it deviates.
               | So now you have to fight for it to stay that way, and
               | when shit hits the fan, there's this long chain of
               | dependencies that needs to unwind to allow flexibility.
               | Like it's trading robustness for efficiency.
        
               | criddell wrote:
               | Does this lead to landlords keeping the space empty than
               | lowering the rent?
        
               | bsder wrote:
               | Ayup. In addition, the revenue from a missing tenant can
               | often be added to the end of the mortgage.
               | 
               | I've seen retail space in amazingly hot markets be empty
               | for 5+ years now.
        
               | splonk wrote:
               | I can't find the article, but supposedly yes. IIRC the
               | reason was that the landlord's loan terms are dependent
               | on the income from the building, but that number doesn't
               | recalculate until a new tenant comes in, so accepting
               | lower rent can trigger a large cash call.
        
             | sceew wrote:
             | Chapter 11 usually happens when a company has a level of
             | debt that was issued at a certain valuation or time in
             | their business performance. And then for whatever reason,
             | the company has poor performance and the debt level no
             | longer makes sense. Good example is oil and gas companies
             | that raised debt when oil was $100, and now have to operate
             | in a ~$50 oil world. Their operating cash flow has
             | decreased a ton (>50% due to fixed costs), and it's unclear
             | on whether they can make interest payments (and probably
             | can not repay their principal).
             | 
             | The equity will clearly not make any money and the business
             | does worse in the long-run which presents more risk for
             | more junior creditors (the company can not re-invest in
             | growth, business contracts are more onerous as you have
             | credit risk, low morale w/ employees, etc.).[1]
             | 
             | But Chapter 11 is not something a company can do at
             | anytime. You have to prove that the restructuring of the
             | equity and debt makes sense to either (1) your shareholders
             | and creditors or, if that fails, (2) a judge.
             | 
             | Additionally, employees and the board will have equity that
             | will get cancelled or receive pennies. So if it's marginal
             | on whether there could be equity value someday, the company
             | is not going to do it. On the flipside, it's pretty
             | frustrating if you can't issue stock options that will have
             | value someday.
             | 
             | Overall Chapter 11 bankruptcy is a great thing for
             | business... it allows companies to breathe again and re-
             | invest in growth. As far as cons...obviously the equity
             | investors and maybe some of the creditors lose a call
             | option on their investment (not worth anything today, but
             | could be in the future). But that call option may be
             | compensated for in the restructuring agreement. But the
             | biggest con IMO is that Chapter 11 is expensive, and
             | usually bankers / lawyers make outrageous fees here.
             | 
             |  _That was a lot and sorta of scattered. But if you see
             | "Chapter 11" bankruptcy you shouldn't always think "this
             | business sucks" or "this business doesn't make a profit,"
             | but should put more blame on a financier somewhere who
             | created a capital structure that wasn't sustainable._
             | 
             | [1] The company may also have upcoming maturities in more
             | junior debt, and the more senior creditors don't want them
             | to pay the principal. Liquidation preference is a good
             | search term if you're interested in this.
             | 
             | Edit: Also worth noting that creditors don't always take a
             | 0. Sometimes their debt is reinstated, sometimes they
             | receive equity for their debt, and sometimes they receive
             | pennies just to get them to agree (cheaper and faster for
             | everyone to agree than to have a judge decide). All depends
             | on the valuation of the business and where their debt sits.
        
               | SilasX wrote:
               | >Chapter 11 usually happens when a company has a level of
               | debt that was issued at a certain valuation or time in
               | their business performance. And then for whatever reason,
               | the company has poor performance and the debt level no
               | longer makes sense. Good example is oil and gas companies
               | that raised debt when oil was $100, and now have to
               | operate in a ~$50 oil world.
               | 
               | That's intended as a good example (in the sense of
               | "clear, characteristic")? I thought oil extractors were
               | expected to hedge or buy financial instruments that
               | ensure they'll be able to sell at a good enough price
               | given a project's costs. And even if not, it doesn't seem
               | accurate to call that a case of "poor performance" but
               | rather, external factors.
        
             | MeinBlutIstBlau wrote:
             | The business does. The individual doesn't. If that were the
             | case, literally every business would be unlendable. Did you
             | ever stop to wonder why commercial entities don't have a
             | credit system? Commercial loans are devised based off of
             | the old fashioned way lending was done. Look at several
             | years of your income and financial discrimination on your
             | risk.
        
               | toast0 wrote:
               | > Did you ever stop to wonder why commercial entities
               | don't have a credit system?
               | 
               | Isn't that what Dun and Bradstreet is for smallish
               | businesses and Fitch, Moody's and S&P do for businesses
               | issuing bonds?
               | 
               | Yes, not every business is in D&B, and it takes effort to
               | get a record there, but it's not as if there isn't a
               | commercial credit system, it's just not so engrained into
               | everything like the consumer one.
        
               | lotsofpulp wrote:
               | I don't know exactly what "credit system" means here, but
               | the only difference I see is that certain types of
               | lending are so low risk or low amount, that lenders find
               | it possible to automate the job via the use of the credit
               | reporting agencies, who (in the US) use social security
               | numbers to summarize people's history of repaying debts.
               | 
               | For any sufficiently large transaction, even for a
               | person, such as a home mortgage, there will be manual
               | review of people's incomes and assets, just like there is
               | for businesses.
        
       | blintz wrote:
       | Nothing better than sipping beer and munching truffle popcorn at
       | the Alamo Drafthouse at the SF location in the Mission. It really
       | makes other theaters look like highway robbery; for the same
       | money you get a dramatically better experience.
        
         | MeinBlutIstBlau wrote:
         | I honestly miss even moronic banter in theaters. It heightens
         | the experience imo.
        
           | yread wrote:
           | I like to pop open a beer during the silent tense moment
        
           | technofiend wrote:
           | >I honestly miss even moronic banter in theaters.
           | 
           | Oh, so you've seen Master Pancake Theater?
           | 
           | https://drafthouse.com/series/master-pancake
        
           | koolba wrote:
           | One of my favorite moments watching a movie in theaters was
           | during the film "Independence Day". When the humans of Earth
           | finally manage to destroy one of the large motherships, one
           | of the people in the audience yelled out, " _Take that you
           | fakkin' aliens!_ ", followed by the entire audience cheering.
           | It really added to the total experience.
        
             | fuzzer37 wrote:
             | Go to a theater in a predominantly African American
             | neighborhood and watch a horror movie. You'll love it.
        
           | silicon2401 wrote:
           | I wish theaters would have strict talking-allowed and
           | talking-banned rooms if they survive the pandemic. People
           | talking during movies is single-handedly enough of a reason
           | for me to stop going to a movie theater
        
             | TomSwirly wrote:
             | > People talking during movies is single-handedly enough of
             | a reason for me to stop going to a movie theater
             | 
             | Depends entirely on the movie. If it's yet another stupid
             | superhero movie, people yelling at the screen makes it much
             | better.
        
             | csours wrote:
             | Almost all screenings are strictly no talking, but they
             | also have "Alamo for Everyone" screenings and sometimes
             | "Rowdy" screenings, and some special quote along, sing
             | along, and movie party screenings.
        
             | thelean12 wrote:
             | FWIW Alamo is really strict against talking. I've never had
             | an issue, and they have staff walking around enforcing
             | (they're already walking around for orders anyway).
        
               | criddell wrote:
               | I'm in Austin and it's been years since I've seen anybody
               | get warned for talking or having their phone light up.
               | 
               | Even if people weren't talking to each other, there's a
               | lot of low volume conversations happening with the
               | waiters and people use their phone to illuminate menus
               | and to see what they are eating.
        
               | technofiend wrote:
               | Not only are they very strict, but they have a lot of fun
               | with it.
               | 
               | See an angry voice mail from one customer
               | https://www.youtube.com/watch?v=1L3eeC2lJZs, or the
               | playlist with a long list of PSAs, many of which include
               | celebrities, asking you to please not talk: https://www.y
               | outube.com/playlist?list=PLpX5OvrhWl9I59CYEx_Zt...
               | 
               | Props to anyone who can get Neil Gaiman to make a please
               | no talking PSA in the form of an Agnes Nutter prophecy.
        
         | isoskeles wrote:
         | Totally. I saw a real shit movie there, I think it was The
         | Accountant. Still one of the better movie-going experiences
         | I've had solely on the basis of the theater itself.
         | 
         | Contrast that with seeing a rat scurry across the floor at The
         | Metreon's AMC.
        
       | alextheparrot wrote:
       | Damn, hopefully the SF location doesn't change too much in
       | response to this. There and the New Parkway in Oakland are the
       | only theaters I really go to.
        
         | sdenton4 wrote:
         | (+1 for the New Parkway. They've also been doing pretty great
         | 'food crates' to make ends meet while they aren't playing
         | movies...)
        
           | alextheparrot wrote:
           | Thanks for letting me know, ordered a crate for pickup next
           | week (Seems that they are doing well selling them in
           | general)!
        
         | corysama wrote:
         | Agreed. The Alamo in the SF Mission has completely spoiled me
         | and my SO. We are not interested in going out to other theaters
         | but love going specifically to that one.
        
         | bsimpson wrote:
         | I still haven't made it to the New Parkway. Thanks for the
         | nudge.
        
       | Afforess wrote:
       | RIP Alamo Ritz:
       | 
       |  _As part of this bankruptcy, Alamo Drafthouse will close down
       | underperforming locations, including the flagship Alamo
       | Drafthouse Ritz location in downtown Austin on Sixth Street._
       | 
       | I've been there for a lot of special Alamo shows, including
       | Master Pancake shows. It will be sorely missed.
        
         | uncletammy wrote:
         | It had a great run. The silver lining is that there's now
         | absolutely no reason one ever has to go to sixth street!
        
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