Member Info for Alak

Https://total-market-solutions.com/2024/05/ecr-minerals-plc-5/

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3-2-1....!!!!

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Just some thoughts.

A placing leaves a little bitter taste every time.

But this time it's likely to be acceptable.

Why?

1. Immediate Financial future for the 2024 is just about sorted

2. A better deal with the tax credits can be made if the impending lack of money is not an issue, and with it, hopefully a long term financial independence.

3. With directors and all outstanding fees paid in shares, it's in everyone's interest for the SP to improve.

With the above in mind and the results from the digging coming up one can look forward to hopefully a bright future for LTH and ignore the negative noise.

Gla.

@BlueBuxton.
What I meant was the former PictureHouse owner interests on buying her previous business back.
The point I am trying to make is that interest from different people within the industry can only help reinforce the case that business and CW is worth owing and that can help persuade all of the others with deeper pockets, that are looking to invest in it.
So any sales part or full ones, can only help restore the share price in a respectful position.
GLA

Any bid for part, or the whole company, tells me that this is a product worth having, particularly when some of the interest comes from within the business. They pretty much know what the current takings are.
Majority of the people here (LTH) believe this one is worth a lot more than it's current status and the price is where it is, because of insecurity.
On the other hand Of course the shorters love insecurity and pray on it, so they will persist on their agenda.

The way I see it, this will be either sold near of what it's worth as a whole (if deep pockets take a shot), and if the latest financial numbers are any where near 4B(90% of 2019), then that figure will be a lot more than the 6B owed,
or any part sold (ROW possibly), currently valued 500M or thereabouts.
2nd option of part sale could very easily be used to significantly reduce the immediate debt and with it improve significantly the net takings and put CW in a strong position to renegotiate the rest of the debt.
I don't believe Mooky and the BOD care too much for the 1st option, because they know what the potential for the business potential is, otherwise they wouldn't ignore the competitors like Vue or Picturehouse.
And if the short term future is secured, then it's a different ball game, perhaps not quite the same heights of a while ago before Covid, but who knows.
Well definitely not a stock for the faint hearted.
Long term likely.

Just a few thoughts to share.
GLA

The reassuring thing about Vue offer is that not only they know the latest figures and of how the business is currently behaving, but they do understand the potential of where it will go.
With Pre Covid numbers in their minds, or for that matter, in anyone else's minds, Cineworld makes for a very attractive proposition and it would be much cheaper to get it now, before the CW comes out of the bankruptcy in March.
Hopefully good things to come.
GLA

Absolutely true,
............
The acquisition of Regal Entertainment Group in March 2018 made Cineworld the world’s second-largest cinema chain after AMC Theatres.
The London-based company now operates 751 cinemas with a total of 9,189 screens in the UK, Ireland, Poland, the Czech Republic, Slovakia, Hungary, Bulgaria, Romania, Israel and the US. The US is Cineworld’s biggest market, contributing 68% of its revenue.
.............
Also, as far as dilution of equity argument, I don't believe cineworld will end up as a company listing trillion shares.

4-5x dilution possibly, but we'll have to wait and see.

Just some thoughts.

GLA

Logically, it would be fair to assume that the price offer for Regal part of the Cineworld would determine the value for the rest of the world part that will remain intact.
As it is, USA+UK part counts for roughly 80% of Cineworld group, so technically in theory, if an offer of £4 billion for the 80% means the other 20% should have a £1 billion value.
Cineworld currently valued at £60m with a 4.25p share price.
Imagine what a 1£ billion valuation would bring the share price to.
There may be room for some optimistic views.

GLA

https://www.marketbeat.com/stocks/LON/CINE/#:~:text=3%20brokerages%20have%20issued%2012,from%20the%20stock's%20current%20price.

It's very important to remember is that the Avatar's numbers are very good, but more importantly recognise the loss of some revenue worldwide, comes from China due to Covid restrictions.
Personally, all I care is that Cineworld numbers in USA, UK and Europe to be good , and since there's no Cineworld elsewhere, China included, worldwide numbers of Avatar 2 won't worry me too much.
Let's hope good things will come.
GLA all.

https://thedirect.com/article/avatar-2-spider-man-no-way-home-box-office-record

@CWWX
Of course that's just my opinion, but I'd wait until the Avatar 2 takings are in and we'll have a better understanding of what way this is heading.
Of course, the buying price of the take over could be significantly different then , and that's why interested parties are coming out before.
GLA.

It would interesting to see what the guys across the pond,
waking up soon , will make of the Vue news.
Make no mistake, it's not a rumour.
And this SP is grossly undervalued.

5 days until Earnings update on 30th of November . Hopefully it'll be good.

This is about to explode on to 65p-115p at least.
https://simplywall.st/stocks/gb/media/lse-cine/cineworld-group-shares

https://simplywall.st/stocks/gb/media/lse-cine/cineworld-group-shares

https://uk.finance.yahoo.com/news/cineworld-penny-stock-track-explosive-073900499.html

This penny stock just exploded by 180% after management announced its first major step forward in recovering from the pandemic. The post Is Cineworld a penny s...

Big news from across the pond. You gotta love the USA. Talking double digits now. Can't wait.

Will this become an exception to the rule, hitting its lowest and highest level in a year during the same week??
We'll soon find out.
GLA

This smells take over.