Member Info for Carllapos

SmartP.....your comment doesn’t sound too smart I’m afraid. You’ve bought into a company that’s on its knees, if you wanted a quick double bag you should have bought early May and sold a few weeks ago.

There is a superb team now running this company but they’ve taken over a bag of crap and it’s going to take time to recover most people have invested as they believe in the new team and the allure of the brand. If you were looking for a quick buck I’m afraid you came to the wrong place. In realty, there is no fundamental reason for this share to spike anytime soon. Patience patience patience.

It only seems incompetent to you because you aren’t sat at their table. We’re just on the outside looking in.

I agree to a level. The fundamentals are poor which I’d imagine would keep the IV’s away until they see some sort of solid progress. I think current market cap is about 25% of IPO level, which we know was overpriced, but surely still undervalue right now. I think any investment here is very much a leap of faith in the new BOD’s. I’m invested because of Stroll’s proven history and because I believe that Mercedes are going to be playing a larger part in AML Over the next few years. No way they would willingly let Tobias leave unless it benefitted them. He’s arguably been their shining star for the last 8 years.

A lot of what is going on at AML seems to be under the surface, I think once more of it rises to the surface, the price will start to move. But there’s a lot of speculation going on here and it could be way off the mark.

Stroll knows how to Play the market to get what he wants when he wants it.

Ha ha I agree 3300.

Biggest fear. Stroll and co manipulate share price to remain artificially low to enable a management/Mercedes buy out at a bargain price. But, I think/hope that is an irrational fear.

In regards to why issue Stroll just Allen’s the money? simple, he now owns even more shares and has actually averaged down himself! Ha ha

News!! Bloody iPhone ?????????

Personal opinion and nothing more. Q2 results are going to be shocking and the market as a whole is waiting for them before making a move. I also think they will hold back any official Jews on DBX orders/deliveries to try and soften the blow of the Q2 results.

40p really isn’t out of the question, but that doesn’t change my view that £1 will be seen within 12 months. Covid dependant of course!

I took the allocation and sold the equivalent at 32p. I’m no genius. It just seemed a sensible way to hedge any short term drop.

Hi,
What is your basis for this?

Jenks, my whole portfolio is recovery plays right now! Only £100k, so not the level of some guys on here, it still some substantial gains (or losses ha ha) to be made. Maybe foolish but that’s always been my risk profile in life.

I’m comfortable with most of them for the medium term, but the short term volatility is going to be brutal I think. My only holding that I regret is superdry. I’ve very much invested in the CEO, but the current crisis on top of the turn around that was already needed, may be a bridge too far. I’m not too far from my BEP on that, so may cash out when it hits.

Investroid,

This is a much nicer version of you! Ha ha

See in my opinion, Apple, amazon and Tesla especially are all over valued right now and will see some drops when the market levels up. Tesla especially, this is the ultimate sentiment stock and Musk is the ultimate showman! There are zero fundamentals to Tesla, they’ve not turned a profit yet and their MCap is crazy! I’m in the automotive business and my hunch is they will go to $3000+ for over the next few years as he will control battery supply globally. But I also think that it’s equally possible that it will end up back at $500 at some point.

Then are views are 2 sides of the same coin, we are just acting upon them differently. So why waste so much of your most precious commodity posting in a stock BB that you’re not involved with right now?

Based on your stated play, I’m assuming that you’d rather wait to see a clear recovery path and buy in a at a higher price, say 70-80’s? Rather than risk it now. I respect that, it makes perfect sense. You will still catch most of the rise with far less of the risk.

But it still doesn’t explain why you spend so much time posting in here. Are you on some crazy one man crusade to try and keep the price this low until a recovery is in full swing? Ha ha I can assure you there’s not enough participants here to make that difference ha ha

Investroid, you do post some useful info and I will give credit where it is due.

As for your agenda, only you know that. But for someone who has claimed to be out of the stock you seem to waste a large proportion of your time posting on the CINE board. Why would any sane person waste that much time writing on a BB for a share that they have no involvement?

You said yourself, the chance of CINE failing is low, that’s what we’re also working on. The price may crash further in the meantime, it may spike too as the market carries little logic right now. Worst case? Probably a rights issue if things don’t open up before sept. I am sure most here are aware of the risks, if they’re not, then they made a mistake investing anywhere in the market and your posts are of little help to them.

So what is your purpose here? Are you just concerned for people’s financial health, trying to warn them of all the risks? You don’t come across as that caring to be honest. Please show me a stock that doesn’t carry risk right now? the majority are exposed to covid and the steady stocks are mostly over valued as they’ve been seen as safe havens, so even they are not without risk as when they will no doubt correct at some point when money gets moved in the search for growth.

I just don’t get your purpose here. I don’t think anyone has said there isn’t a risk to this stock, just like you, most feel the chance of Cine failing is low and there is a strong chance of a 100% upswing over the next 18 months. Who are you trying to save here?

I agree with investroid on the push back dates. There’s no such thing as bad publicity as they say. It builds up demand and desire.

But surely on that premise, you will concede that when these films finally do get released, demand will be big as will the box office receipts? Yes you’re so down on this stock. Are you just waiting for a Lowe entry point or so you genuinely believe CINE will fail? Many on here think you have an agenda, so why not just state your position.

I do indeed think it has a future. I’m averaged at 64p, so not in panic mode yet. But in hindsight I wish I’d sold out in the 80’s and bought back in later. But as they say, hindsight is a wonderful thing and with it we would all be rich!

JB, Ha ha, it’s always good to have something to blame. In truth, America as a whole are to blame, you see the way some of them talk, they’re nuts and still don’t care about covid! That’s both a positive and a negative. Negative, covid cases will continue to rise, positive, these people will continue to get on with their lives if they’re allowed to.

There’s no escaping the fact that you got into this share too high. If you can afford to average down incrementally, j would. If you really can’t afford to lose any more, please do sell, as you should never risk financial ruin on a stock. But my personal opinion is that I would be amazed if this doesn’t get back to 91p Within 6 months.

Please bare in mind I am no expert of full time trader! I’m just a business man that invests based on my knowledge of business.

Sounds good to me! But you’re asking for a lot of stars to align. If you’re holding CINE I think we must be realistic, be willing to possibly ride out further dips and not expect to see a good return until late 2020 / early 2021. With the current US covid situation, I’ll be very surprised if big releases aren’t pushed back further. We’ve had a host of good news yet share prices has remained stubborn. This has very much become a share of patience.

The facts that you just posted about Cineworld, should be familiar to any CINE investor and are nothing new. Obviously CINE share price is surpressed due to negative sentiment, I don’t think that’s being disputed. There is nothing to say it won’t half again tomorrow or double as it’s all sentiment driven right now. Could CINE go bust? Yes of course, in a worst case scenario they could, but I don’t believe they will.

When you invest during such massive economic uncertainty in the search for a big recovery play, that is the calculated risk you take. You can’t dispute that ‘on paper’ Cineworld is massively undervalued and as long as covid is brought under control, there is a 1-200% return here. But in realty, no one investing in stocks like this are investing in a the company, in truth is we’re all just making a call on how we think covid will unfold.

But my initial point is that you posting info about a company that has folded, that was already in deep trouble prior to covid, bears no relevance. Especially with the headline “just does to show, no one is immune”. Like they were the last company on earth you would expect to fail! This is sensationalising and makes it look like you have an agenda.

Personally I think you have posted some very useful info recently, but rubbish like this undermines it and proves that you have an agenda.

Investroid,

We all know that you like to post negative news, and I will concede that there has been merit to a lot of what you’ve said recently. However, this is scraping the barrel as you clearly couldn’t find anything else to post. Harvey’s were already in financial trouble, CINE were not. And you can still buy your Lewin shirts online if you like them that much. They were already going through a restructure and the PE firm have taken this as a perfect excuse to accelerate that restructure. Neither bare any relevance to this stock of thread, stay on subject.

Ha ha Intu was a terribly structured business with far too much debt and for all intense and purposes was a landlord with a portfolio of tenants that cousins afford to pay rent. How can you even compare the two!? Ha ha

I don’t pretend to be some sophisticated investor, I’m about as basic as they come. But I understand business, I understand balance sheets & P&L’s Intu rasa house of cards before all this happened.

I don’t post in here, I juts observe and get some great info from some of the great posters in here.

But I had to chip in on this. Investroid, I am sure you know plenty more than be about investing, but it’s quite clear that you know nothing about sociology and human behaviour.

People will go to the cinema to see almost anything right now as they’re so suppressed! It’s a relatively cheap day out, it’s weather proof and I’m also sure that Cineworld will run offers. Yes we will have more regional lockdowns, but with a such a large chain, Cineworld can afford this. All the time people are allowed out, they will go out, the majority of fear has dispersed and people would rather catch the virus and live life than live in fear.