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    Christopher Potter

    Research Analyst at Northern Border Investment

    Christopher K. Potter is the founder and Chief Executive Officer of Northern Border Capital Management, Inc., a Canadian-focused hedge fund he established in 2002. With expertise in North American publicly traded securities, he notably developed and managed the Canadian investment business at Ten Squared L.P. before launching his own firm; his portfolio covers a range of Canadian resource and commodity companies. Potter began his finance career after earning an MBA from Columbia University in 1996 and has held roles including investment analyst and co-portfolio manager at Ten Squared from 1996 to 2001. He holds an undergraduate degree from Hamilton College and has more than two decades of investment management experience, though specific securities licenses or performance metrics are not publicly listed.

    Christopher Potter's questions to MARCUS (MCS) leadership

    Christopher Potter's questions to MARCUS (MCS) leadership • Q4 2024

    Question

    Christopher Potter of Northern Border Investment posed a long-term, big-picture question about the company's ability to return to pre-pandemic profitability levels, specifically asking if there was any reason they couldn't achieve $50 million in net income within the next one to two years.

    Answer

    CEO Gregory S. Marcus responded that reaching such a profitability level is highly dependent on the box office performance of the theater business, which has significant operating leverage. He noted that the company demonstrated in Q3 its ability to achieve historical margin levels even on lower attendance and believes it can sustain those margins if attendance recovers to roughly 15% below 2019 levels. While expressing optimism about the upcoming film slates for 2025 and 2026, he remained cautious about committing to a specific timeline for reaching that net income target.

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