Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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....too many people on here are p*saying themselves because they've got their savings in and taken a big hit already.
In poker this is called playing in tilt. It's where you start playing on emotion and not your head and start.making bad decisions and mistakes.
Stop playing on emotion and use your head. Don't listen to others, trust yourself. Don't listen to me if you don't want to. Fine.
But I'm all in here. My savings are in this and I'm telling you now, and remember this, I'll be having the last effin laugh on this stock and you're all welcome to.join me.
Look at the business. Look what it is. Look who's running it. Look what it offers.
If you think this is going out of business you're not thinking straight.
Night. J
...and let's not forget by the way, this isn't some half arzed business on its knees. It's a proven money making machine. No one can contest that because it's year on year profits are in black and white. It's fact.
This company is the second largest cinema chain IN THE WORLD. Read it again...in...the...WORLD.
They arguably have the most ambitious, experienced and knowledgable board of directors too.
Do you really think if they go to a studio now with an attractive proposition for a controlling stake in this kind of business that they're going to say no??
It's ludicrous to consider they wouldn't. Not 1 studio will want to have a controlling stake in the 2nd largest chain in the world that generates profits year on year consistently?
People on here panicking too much. This is a sure bet for me and I'm all in.
The owners sent going to let this ship sink for the sake of pride, not when they're own finances are tied to it so heavily.
Look, let's face facts. HSBC aside, the family own nearly 30% of the company too. Do you really think an equity raise involving a dilution of shares is going to be a high priority? Between them they have a controlling stake.
For me, it is FAR more likely they're going to approach investors (studios, conglomerates etc) with an attractive proposal in taking this private.
That's what I see.
It's a profit making company. It's never reported a loss so says the results except for this time round due to covid.
For banks it's a sure long term bet. For that reason they'll agree a deal on debt convenants. It's a good business so not a huge risk for for their lenders long term. I don't see a problem that side. It's worth more to secure a cove any deal than slow a default for creditors.
The logical choice is a deal with a private firm (hopefully a studio) to get a nice controlling piece of the pie. The family will reduce their stake and controlling interest on return for a directorial guarantee on the board.
That's the most logical, that's the most business sense option and the option with the best outcomes for all.
IMO.
@Lasata
I was the member who originally posted the TMF report with the bid at the end saying that they
advise in buying the stock up. Ofcourse its for another whatever stock they would you to sign up
to find out. They're reports are not worth paying too much attention. However, unfortunately some
PI's to actually believe them and make the decision to buy or sell stocks like Cines on the merits of
those two faced reports. DYOR. NoFear
The "buy" recommendation in TMF is not for Cine!