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You're spending time and effort with no position in cine? you are just interested to see how it plays out?! That really is a ridiculous statement!
Turning to shorters though, i don't mind them, or de-rampers for that matter, it's best to embrace them as what they do give you is a balanced perspective to look at the possible downsides of a given stock and in turn and if you take emotion out of your investment, its a continual assessment and qualification exercise to determine if you should be invested in the first place.
I have found some of the negative comments 'thought provoking'.
You could just narrow down the arguments on both sides and say the SP will be somewhere between 2p and 120p in the coming year. I would say thats a non biased, diplomatic neutral accurate assessment!
are you shorting cine?
Ive been following developments on omicrom. Especially in south africa. For those interested, radio2 jeremy vine show interviewed leading health experts in South africa.
Evidence is that its very mild. Hospital admissions have not increased. Infact they are questioning the modelling. They are being cautious about it. Yet they beleive the uks government need a different approach to this variant.
My assessment is that we arevin fear of getting... a cold. Assuming your vaccinated. The hype over omicrom is getting out of control.
Maybe omicrom will be the actual lesson we learn to not panic and just get on with it.
And of course, people will die. They die of flew. Diabetes and eating too much junk food as well.
People do actually die... its more common than we now think.
thats a valid point mountainous, it reminds me of my father whose company owed £80k in the 80's and his house was worth £25k, i can also look at the donald trump scenario where the banks litterally had to keep him alive. you are correct in your observation that a popcorn heater will be worthless.
one other observation is the inflation problem. i dont see this a problem for cinemas whose primary audience are the younger generation who dont own houses, probably spend all the money they have, and have a desire to get out like i illuded to earlier.
inflation will clearly lead to increase costs no doubt, yet i always said that once the public came to terms with covid and dealt with it as part of daily lifestyle then just like the 1950's, people will want to get their lives back and have fun.
the current SP imo bears no reflection at all on the brand/cash flow of the business. neither would 90p.
buy when others are fearful. yep - thats why i like shorters, they actually help you.
it wouldn't surprise me to see shorters increase their positions short term just to try and increase doubt for investors.
I would actually smile if they did that as i would see it as a sign of concern (on their side). Equally, if in the new year they decrease their positions then clearly thats a positive as well.
For me... its just a punt, plenty of upside here.
Been a while since i visited LSE Forums. I've been buying CINE over the last 2 days.
I like the short positions. For many PI's, they get very nervous when shorters start piling on the pressure, i understand that, however i think they are wrong here. Ive looked at current mcap which looks terrible. CINE as a brand alone is worth more than that. Yes the debt is a problem yet they have decent cashflow and a debt restructuring can address this.
the demographics of the cinema industry hasnt changed much and there will be a growing demand for people (teens - 35's) to 'get out'. Cinema is still one of those do to places even if you can stream it on your TV.
I like plays like this, where PIs get nervous over the short positions, and if the gamble pays off and omicrom is just a scaremongering exercise which in time equates to a realisation that hospital deaths do not rise then i see confidence returning rapidly.
People want to 'live', people want to 'get out'. The recent turnover of sales from box office hits supports this. As long as omicrom doesnt prove to be deadly then i see this bouncing.
debt is a factor of course - i completely understand that however this can be addressed.
of course on the other side of the coin, you could let cineworld go bust if it cannot service it debts right? perfectly plausable and gets rid of the enourmous debt pile, to be bought for a fraction of the price of what it is now, yet i dont see this happening.
the market over reacted to recent news, shorters are making you nervous. for me its a perfect punt now.
I looked at the mcap today. Do you think vast is cheap? Im no longer invested. Some of you remember me.
And yes i had a few women stalkers, and my businesses dont make profit. Companies house is an open book, for all to see. Judge me companies house all you want, that's fine by me. Why do i have women stalker would be my answer.
Anyway. Vast.
Let's assume they go out of business. Its looking likely. They won't be able to do further placings shortly. So bankruptcy, then buy back for a quid.
Guess who will buy. Its quite clever. But bad news for you lot. Did i hear marcus brewstee resigned? Is that correct? A guy with huge experience in the mining community?
And PIs looking at buys versus sells today.
How intriguing. I wouldn't buy vast if it was .1p let alone 1p. Not now.
It was a good learning curve though, i will give them credit for that. The rest is history
Hi All,
This is my first post on LSE in a very long time, some of you will remember me as lord chilston on twitter, you may also recall the videos i did on vast last year. I sold my entire holding at a 50% loss at 8.4 some months ago. I thought i was foolish at the time.
I have been monitoring your posts periodically just out of curiosty i guess and do get into to the mindset of PI's when things are not going well.
My reason for selling at the time was 3 fold, i didnt see good news round the corner, they had failed on re-financing and economic uncertainty made me have to re-evaluate my position. I know longer invest in AIM stocks.
I often reflect on what ive learned from the vast episode and walking my dog this morning, wondered if i would invest back in here at the current level, and this answer is still no.
They cannot re finance using a credible bank, they have not delivered and the CEO is still happy to take a massive salary. Im looking at financing for jobmove as im a ceo too, yet i will not be interested in a high salary until the company proves itself. I could say that AIM has taught me that its a good way to pay myself with no risk, for that... i applaud the Andrew, yet its just not my style.
Finally, i dont blame vast, whenever situations like this arise and i make a loss, i simply look at myself and judge my own actions and hopefully learn from them.
I feel for LTH's and sympathise with your losses and i truly hope you see a reversal, as for me, i will not be investing even with the current mcap. Mature miners could buy VAST on a credit card yet they are not remotely interested, banks wont finance them, they're not interested either. I agree that the BoD lacks experience and has lost all credibility to the point that it doesnt really matter what positive spon on an rns they pull, there will always be doubt on their credibility.
Anyway - i just thought i would come back, say hi and all that, and wish you all luck.
Submarines send pings to let others know you're there.
Ive seen your comments. Most interesting, fascinating infact. Well done on establishing the facts that my current companies make no money at all. I can confirm they dont. Infact jobmove is costing Lord Chilston a fortune. Its a startup still.
First and final post in here. I shall just watch.
Glad you liked the video.
Correct. Ive not been invested for long. Circa 3 mths. Although i traded it before.
CGC subscription isn't your issue. Your big seller imo offloaded shares to another party who i beleive are releasing these slowly to the market.
You have 4 wells coming online soon. That should increase volume and flush the remaining seller shares out.
Other than that, your panic attack from earlier has been absorbed. Im buying on these drops.
Anyway... kinda bored here. Lordchilston on twitter if your interested. Other than that... whst can i say?! This will explode eventually.
Its £350ks worth of shares. What are you lot babbling and moaning about. Jesus no wonder i don't comment much on lse forums.
nothing wrong with a pound shop. i drive a 2004 mercedes that i bought for £350. i do that because a lamboghina is hig maintenance and a normal bmw/mercedes circa 2 years old is quite simply dulll, boring and overpriced. Plus.. i dont need to high end. ive nothing to proof ;-)
Thanks Cacher. thats answered my query. As for coaking coal in general, yes i see that how APF is perceived, yet they jhave made huge gains by that investment and imo are clearly targeting the next stage, to leap frog from their original projects. As the CEO said, they are more forward looking as opposed to looking in the rear view mirror.
I simply see this as a spring board opportunity and with miners looking for funding in very difficult market conditions and what clearly is a very good management team capable of negotiating good deals in the right areas, im very confident, both short term as well as long term.
I have a saying regarding AIM stocks, 'every dog has its day', even the worst ones. APF however is no dog ;-)
Quasi? Who are you? clearly lnow who i am?. you in the group?
Thanks, that will be nice of you. if your on twitter. im @lordchilston. i will be doing a video on apf. i have a few big hitters that follow what i invest in.
Hi all. Decided to invest more aggresively today. currently holding 100k shares. started researching as well. one quick question about Kestrel. Is China one of their customers? ive been trying to look but cannnot figure that out. Talks of china not importing coking coal from austrailia makes me wonder
Anyway last word from me. Wont visit again, but i was criticised. Best of luck. Chilston
My weekend is completed now tbh! Im just gonna sit back and watch this go to junk
I wouldnt buy one bean. Im just came back to give wadnob and doggo a right royal cuddle. Suggesting i was wrong. Any... will leave you all to it. Get out though. Imo
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