Rainbow Rare Earths Phalaborwa project shaping up to be one of the lowest cost producers globally. Watch the video here.
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https://seekingalpha.com/article/4377117-disneys-mulan-estimates-crash-back-down-to-earth-losses-may-150-million?app=1&utm_medium=email&utm_source=seeking_alpha&mail_subject=pre-market-summary-on-your-portfolio-nio&utm_campaign=nl-portfolio&utm_content=link-14
If they released in theatre then it would have been different story
There’s an easy answer for this Disney... Own your own cinemas and that’s a significant uptake in profit - show films at box office for a month or so, then release to VOD at a reduced fee (not $30!) for those that can’t afford for the family to go to the cinemas... Disney would be quids in a the cinema purchase would pay for itself with 4-5 years.., if not sooner! No brainier as far as I’m concerned... as I said before £1.50 a share fair value for a takeover, a win/win for both Disney and CINE... thank you very much!!
@confusius
Great Post confusius, thanks for sharing. The Cineworld future is very exciting with so many options on our hands.
very nice summary of Disney collection on PVOD and shuts down people like twat...od who were claiming 270 million collection without even knowing the full picture.
Where else could you release a movie if not theatres? Nowhere... that is the only thing we need to know before investing in cineworld.
well in fact, it better for cinemas to be wide open to customers in order that they prepare for the rush when covid subsides and business returns to normal :)
covid will burn itself out as will short positons in cine...
https://www.mirror.co.uk/news/uk-news/coronavirus-r-rate-drops-11-22772432
indepthwins
Do not forget, that Cineworld spent many £Millions and $Millions refurbishing various Cineworld and Regal
estate units to welcome back the public that have prohibited to go to the cinemas because of the Covid-19
histeria risk of catching the virus. So, now many landlords will need to refund this millions back to the Cineworld
coffers or do without any rent in exchange of not getting paid. NoFear
Any movies due to be released that might move this up.
"cines like for like admissions dropped by 10%'?
i'd say that's EXCELLENT considering the circumstances :)
WELL CONE CINE... onward and upward
coupled with refurbishment costs etc, this company is looking stronger than ever; delaying movies only makes people ready to go more i'd suggest... absence makes the heart grow fonder (of the movies)...
watch this bounce back HARD
:)
i think even indepth would have a hard time countering the fact we have obvious and solid support at 40p... upward from here for certain.
:)
Great post.
"Disney may have lost as much as over $100 million. The company has already made it clear it won't be returning to PVOD with another blockbuster anytime soon."
That is the nail in the coffin for PVOD for Disney.
Don't forget Disney made up 50% of international global box office last year, generating $11 Billion in 2019.
This is a huge piece of news.
Source: https://deadline.com/2020/01/highest-grossing-movie-studios-2019-record-international-global-box-office-market-share-chart-analysis-2020-forecast-1202823471/
*50% of international market share
Have you even looked into streaming services. Streaming will make the Movie industry the new Napster. I have watched the Mandalorian, Mulan and Artemis Fowl from the Internet. Streaming is hacked and uploaded to the internet for people to watch for free. That is there first problem.
Second problem is all the studios are setting up streaming services. So Netflix’s content will be next to nothing. And there will be a massive price and content war between all the streaming services. Disney are running Disney+ at a loss and will do so for a couple of year in order to get rid of the competition. Cinema is needed by the studios to generate income and profit...
Eddie, contact Disney and the analysts who are saying otherwise per the link shared.
Coincidently, I noticed you started another thread where you said:
"Was looking to take the kids to my local cineworld in Bracknell tonight"
Why didn't you default to VOD? Why the cinema?
I'll tell you why? Because you wanted to get out of the house with kids because you were fed up staying at home which can be done any time.
Score?
1/10
@RS2002 - sport on and I just noticed that comment... Steady Eddie, take note, cinemas are here to stay!
Exactly just like Amazon Prime with Sacha Baron Cohen’s Borat sequel hitting Amazon Prime Oct. 23
https://www.polygon.com/2020/10/1/21496969/borat-2-trailer-release-date-amazon-prime-mike-pence-donald-trump-election
Problem is Eddie, is that Mulan will make a loss at £20. If they reduce the price to £10, they will make an even bigger loss. Then the studios will go bankrupt. Factor in Walmart might be entering the fray with Walmart+ as well as Apple TV, Google will no doubt join in, the next few years will see a dearth of streaming services. Are people going to pay for all of them? Plus Sky subscription. They could be looking at over a thousand pounds in subscriptions alone. Then paying for movies and tv series. Could be another grand a year. When COVID is managed and freedom of movement is established again. The subscriptions to streaming services will drop. Netflix knows this and why they will likely bid for cinemas , to diversify their revenue stream.
Whatever Eddie is taking, one thing for sure. It’s not NZT.
@eddiemorra1977 - unless they own the cinemas
Surely we have the comparison already in Mulan vs. Tenet. Both of which were released during COVID and as you said, people are frightened to go out.
Cinemas need good films, that is the only thing missing at the moment. Rather than everybody making sweeping statements as to what will happen, why don't we sit back and watch what happens over the next 6-9 months. This will present fact not hot air.
One of us will be right, one of us will be wrong.
I prefer to work on fact not observation
Trolls 2 was also a failed PVOD experiment from Universal.
profit may be out of reach: "They probably overhyped it."
“Despite NBCU's boast that the Trolls sequel has scored almost $100 million domestically from the on-demand release, the movie is still millions in the red and, in the opinion of some industry veterans, may never make a dime.”
The movie stars usually get promotional bonus And takings from theatrical release. Justin Timberlake wasn’t happy when he didn’t receive this and was in fact not happy when the movie skipped theater and went, like Mulan, to flip in PVOD.
In short:
1. Big budgets and movie stars don’t want to take on PVOD projects.
2. Theatrical release generates $40BN before secondary and tertiary revenues like VOD and BLU-RAY.
3. PVOD encourages piracy and steals revenue. What’s as once poor quality camcorder copies of theaters is now 4K 5.1 surround sound rips to pirate sites.
4. The TV experience already exists. The cinema and theater model is about the experience of seeing it in high quality big screen and big sound system. Irreplaceable particulate IMAX at home.
5. Theater and cinematic screening is a great marketing device for up selling toys and merchandise. The same cannot be achieved for made for TV movies.
This is a great recovery play and Johnht is so confident he believes we will see box office recover to 85% of 2019 admissions when we go into 2021 in a few months time.
Source: https://www.hollywoodreporter.com/news/trolls-world-tour-stars-want-pay-but-will-studio-make-any-money-1293394
Great post RS2002
Recommended
Eddie your article is 28th April.
The one I posted which is 6th May which gave analysts more time to digest the numbers and respond.
The marketing budget for Trolls 2 was higher and it in fact stole revenue from secondary and tertiary revenue streams.
Going back to the topic at hand, Mulan tanked and Disney made it clear it would be a one off, and it certainly will now.
Question to leave you thinking about before you book the kids to cineworld, why did the studios push their 2020 catalogue of movies to 2021 for cinema? Why didn’t they go PVOD? You don’t need NZT to work that one out...
@RS2002
How the hell do you stay so well informed and always have a plethora of sources to back up your points? How many hours a day do you spend researching?