Member Info for Clued

Hi devonplay, I'm also invested in HBR and DARK. HBR is now near £4 with GS forecasting sp of over £6 with higher oil and gas prices en route, their major shareholder will wait to sell if it has any sense !! DARK are currently over 540p having announced takeover interest from a US private equity firm during the week. I can see a £6 bid before the Sep 12th (?) deadline !! These two are good defensive stocks for a Ukraine Russia 'military exercise' !!

Sekforde, not trying to interfere, but would it not be wiser to spread your risk within the Oil and Energy sector, maybe some also in large oilies BP and SHEL on LSE and Chevron, etc.. in US markets, etc.., rather than all in HBR ? I've 18.5% portfolio in Oil incl 3.5% in HBR to give you my perspective. I believe in HBR especially next six months when EU stops buying Russian oil, Winter has set in, Truss as PM not changing WT, etc...

Sekforde, Goldman Sachs have heard of HBR, they've given us a 609p price target !!

Thotl, remember that the wheel always turns, we reap what we sow !! If Linda has done been a naughty girl let the future deal with her appropriately !! I'm more focused on HBR breaking through the 400p barrier, has bounced off it twice recently. What's so significant about 400p, any chartists out there ?

JerseyCrew, great joke, thank you !!

bald_eagle, would it be such a surprise if some sort of Cineplex/Cineworld merger took place ? Anything can happen, animosity set aside.

jedclampit, CINE won't debt swop at current sp or lower !! Creditors given a choice, maybe 5p or less per £ if Administration or eg 20p p share used for debt swop, all latter being negotiated. Debt swop gives perceived better chance of higher payment of debt eventually !! Opportunity also to get Cineplex and Regal shareholders to take it or leave it settlement in shares using maybe same 20p per share or into Administration !! What would you do ?!!

No1plasterer, My avg is somewhat lower than yours and I accept CINE has a tough road ahead but some of the comments posted here today come from very pessimistic vivid imaginations. There is very high debt and challenging competition, but there is no mention of Administration or bankruptcy. The majority executive director shareholders I'm sure are fighting against losing their business and Administration won't happen for a while at least. Significant dilution - what exactly does it mean ? A doubling, trebling, tenfold increase in no of shares ? Totally unknown. Any dilution that happens, and current share price may not apply because the creditors need to decide - do I want 5p or similar amount in the £ or controlling shares that'll allow me to get much higher amount in the future ? What would you do if you were a significant Creditor owed eg £1billion ? Also, this is opportunity for CINE to say to both Cineplex and Regal to either cancel their claims / litigation on CINE in exchange for some CINE shares or definitely virtually lose everything through Administration ? There's still a lot to play for. I remember Ferexpo back in 2015 when it collapsed to 5p, I foolishly sold out around 30p and never bought back in when it started going up. Even though it's in Ukraine, it still has an sp much higher than my sell out price of 30p. There have been others over the years where I also sold out too early. But DYOR as always.

astro999, the Shorters (vultures) will push it down as much as possible. If the co goes bust, thousands of employees will lose their jobs, vultures don't care what flesh they eat. I'll lose money yes, but CINE was a very speculative investment anyway and I've made lots of profit elsewhere. This drop is way overdone and ignores the pluses of bal sheet improvement.

Well spotted Penta. Never know, some sort of Takeover may be possible by the party receiving shares for debt !! This is why I HOLD because sellers today at these low prices may regret not holding !! Not much more to lose now anyway !!

The problem nighthawk is the uncertainty, the bod don't know yet how much dilution because it hasn't been agreed !! I'm holding anyway, just as well I'm well diversified !!

Forecaster, the Yanks - as you call them - are always awake !! Apart from Algos, etc.., the larger trading desks have night time traders for Asia, Europe, etc... so many of today's teans are also done by US based traders.

Russellba, using the last 6 months, do you think 600p would be an acceptable price ? What price do you all have in mind ?!

NOmad, great article !! Thought following very relevant: 'To date, J&J has been forced to pay nearly $3.5 billion in verdicts and settlements to resolve talc cases. Meanwhile, it has set out to contain the cost of future litigation claims by transferring its talc liabilities to a ring-fenced Texas-based subsidiary, LTL Management LLC, which promptly filed for Chapter 11 bankruptcy' for a worse case scenario !!

fatprofits, Zantac stopped being sold in many countries years before 2019 and there are also time limits on filing cases in those countries so probably too late for many.

AllAtSea, there is a Statute of Limitations (SofL) for bringing civil tort cases in US and it differs for each State. The time it starts from, per sources I've watched, is late 2019 when the FDA alerted people. Some States have a SofL of only 1 or 2 years so too late for them to now file a case, others allow 6 years. One info source I watched said the FDA were slow off the mark and the US was the 43rd country to ban Zantac. I feel that the USFDA (US Govt effectively) should also be liable if liability is proven. GSK mgt should also have highlighted this potential action to shareholders in a more prominent way than hiding it on a page 249 I think within its Financial Reports, something that maybe us shareholders could bring a class action against GSK for if they lose re Zantac.

cherryburn, wouldn't it be much more in the Labour ideology if those receiving gifts such as football tickets, etc.. asked for the monetary value / sold them instead and gave the proceeds to charities for poor, etc... Indeed, wouldn't it be great to hear a 'super brave' politician before some important political gathering, eg UN, G20, recommend basic meal menus rather than the normal very expensive ones, with the cost difference donated to charity !! May not amount to a large amount but it would send a leadership message to us ordinary folk !!

The large cap oilies in UK on the LSE - SHEL, BP and HBR - can always relocate if justified cost v benefit of staying UK resident !! Looks like Truss much more aware of that than Sunak and the other party leaders !!

Theaky, beginning to look more likely that Mr Trump will be residing at a secure facility within 12 mnths as more and more evidence of his illegal activities emerge !!

Concur hjkl, these Results and action on Divs excellent. Div well over 7%, how many other shares provide that ? Very solid and secure business, etc... Why is this share so undervalued by Mr Market ?