Member Info for Crumpets

As soon as Cuomo opens up NY, think he'll re-open Regal.
LA expected to drop from 'widespread' to 'substantial' tomorrow midday. If it holds that for another week, that's LA open for business as well.
This could turn fortune very quickly depending on what happens state side.
UK will stay closed until the media decide that project fear no longer sells and they go with the opposite narrative instead.

Adopts Jeff Goldblum voice..
Clever guy.
Only way for studios now to control their releases would be to, ah.. own a cinema chain.

RR would be a serious long term investment.
At least 5-10 years to make good.
However, one thing that Motley Fool did get right (I think) is that they are a Moat Company.
By that they mean they are protected from NEW major competition.
It's unlikely that aside from GE / P&W, there's not many manufacturers likely to come to market any time soon with a new product that will earn the trust of Boeing and Airbus at anything like the same cost with the same history of quality workmanship.
So while aviation is on it's arse, I can see RR as a good but VERY long term recovery investment.
Absolute pain for the employees and their families right now though.
Covid and world governments / media have a lot of collateral blood on their hands.

Likewise, Guitar. Cheers.
This board can be a tinderbox purely down to the uninvested derampers that spam the board.
Investors do not mind bad news and worst case scenarios but it carries more weight when it comes from people who are actually already invested.
Added to that is the fact that most of the deramp posts come accross as vindictive, spiteful and celebratory of any loss.
That kinda gets people's backs up. You know, you've battled them youself enough in the past!
Caution and advice to the negative is welcome if presented properly.
Anyways, I keep saying I'm out of here until Xmas as I can't see much happening until then but I read this inbetween emails and actual work!!
Good luck to all true investors on any stock you own.
Love and kisses, Crumpets.

Fair enough then Gotitwrong,- I hold my hands up and sorry that I misread.
I'm also invested in NEX but only by a very small amount so read their boards as well where he's very active.
I'll put Guitarman back in. Please accept my apologies, Mr.G.

Guitarman, you say you 'traded out at buy-in price'.
This is copy and pasted from you recent post on the NEX board:

"I lost a LOT in CINE and I don't see any recovery in the short term. They seem to think vaccine & potential takeover bid (due to repealed law) will save them. Yes, cinema wont die... but you have to look at its viability as a business. Sitting on the sidelines. NEX is 100x the investment CINE is."

So did you lose a LOT or cash out at buy-in price? Make your mind up.
Unvelievable, Jeff.
It's clear as day you're a jilted lover and want to see us all burn for your loss.
Really sad end to to your input on here and now and makes you no better than the obsessed deramp squad.
On filter.

Five more counties in California can open up their cinemas tomorrow which is great news.
L.A county hasn't made it this week but two weeks should see it recover from the labor day hangover that spiked it today.
I'd expect L.A to be open mid-late October, just in time for Bond.
I said I'd leave this board until Xmas but saw this today and thought I'd share it.
Love, Crumpets.

I was going to stay away from this cess out of a board until December but to put a few things straight:

- In the conference call yesterday, Mooky stated that he's in DAILY talks with the studios and confirmed that MGM are releasing Bond in November.
- Waiver expected to be granted for December.
Of course it is.
Why would a bank recall billions in loans knowing it would bankrupt the business leaving it with only a fraction of what was owed?
Or... wait six months when vaccines are in play, NY and CA are fully open and get all your money back with serious amounts of interest?
Cinemas are not like traditional retail which has been on its arse for years.
The demand is there just as soon as they're allowed to operate normally.
Of course, there's always the risk that Covid is here until next summer but that's the gamble.
And I've slung my huge and heavy spuds firmly on the line that sees a vaccine green lit by year end.
And now I really truly am out of here til Xmas.
It's getting like Mumsnet with so much hysteria on this board lately.
Take care, all serious investors.
Luv and kisses, Crumpets.

Just logged on and saw the fun.
I'm in this to either the bitter or triumphant end.
I love the adrenaline and drama of all this. Get sea sick easy? Avoid the big seas!
Time for some beach ball sized nuts to be slung on the line.
But there's plenty of twists in this story yet, I feel.
What are Jangho up to?
Will a studio take advantage?
Will the waivers be granted?
Will the vaccines get green-lit by end of the year?
Will Trump win again?
Will Boris cancel Christmas?
Catch you all in Decmber for the next chapter!

I expect a rise up to mid 50's - maybe a spike to 60.
I'd be astonished (genuinely and not exaggeratedly so) if Cine doesn't basically say it has managed and negotiated enough to limp through to summer / winter '21.
That will be enough to see another blue day for sure as it will reassure major investor partners for the long term.
Enough to see through any lockdowns / blockbuster delays.
But I'm not expecting any significant shift in the SP to get majorly excited about.
HOWEVER, there is the something that tells me that this may be artificially managed up in the short term by Jangho's friends.
If you're in the 60-70 range, pay very close attention and be ready to cash out if it starts to drop after the spike for a short term bonus.
These guys have previous.
Long term, just sit and wait.
Unless they announce absolute armageddon tomorrow. But I really can't see that.
As too do MS and GS who have shown their hands in the last few days.

Ok, in order to sell - somebody has to buy.
Who has been buying such large quantities of dramatically reduced priced shares?

I cant see Mooky agreeing to a takeover.
There will definitely be an offer on the table in the next 12 months. Maybe a lot sooner.
But I still can't see it. Cinema has been in his family for the best part of a century.
There's a hell of a lot of background maneuvering going on and I would bet strongly on an aggressive bid from Disney.
As I said yesterday, Goldman Sachs have previous here when they advised Fox in the Disney takeover.
Purchase's link throws more meat on the fire.
But... I still think Mooky will stick.
I think his strategy and ultimately what he wants his legacy to be is to be the biggest cinema chain in the world providing the best experience.
HOWEVER. Everyone has a price.
So exciting to be invested in this right now.

The big news on Thursday wil be if the (proper) analysts can determine if Cine can see things through to spring 2021 at least.
If you're years long on this, that should be your only concern.
My own opnion is that if they need to take on more debt, they'll find it because it's a licence to print money as soon as the first vaccine injections start. It's not like traditional high street retail which was on it's backside for years. Anything social like pubs, restaurants, bars, cinema will never go out of fashion.
It's also a MUCH bigger part of U.S culture than it even is on our shores.
If you need the cash back soon though, I'll admit that's a different story.
It's a gamble up to November / December when vaccine approvals are expecetd.
And I'll actually give some caution (see, it can be done without coming across like a complete arse) as I have a feeling that even Bond will get pushed back to 2021.
Was at Cine last night watching Bill & Ted and the Bond trailer that previously said 'Coming November' has changed to 'Coming Soon.'
Make of that what you will. Might be an old reel. But I want to give a bit of measured caution to those who need to see a fast return on their investment.
However, with something obviously big bubbling away behind the scenes, there could also be some major positive news brewing as well.
Short term, this is a gamble.
Long term if the results show they can ride it out, a solid buy. And I'm talking 2-3 years at least.
Just offering up some genuine opinion and a smidge of news from the trailer last night.
As always, Do Your Own Research and Good Luck All.

You all know what.
I think we've all been taken for a ride.
The crazy rampers / derampers on here are probably the mods driving traffic.
Who else could be on this board 24/7 and not have a proper job?
Keanu Reeves meme moment.
I'm off to ****kk my cat.
See you all in the morning or Monday.

@Ocean, report away.
Nothing gets done on this board.
They let it go because it's driving traffic.
The most active board here.
So tough tits.
I'm here to continue calling you out as a sad sack who's trying to make his miserable life feel better by taking glee in other people's misfortune.
Maybe one day, in your dreams, Cine will go bust and you can feel a fleeting moment of joy.
Except it won't happen.
You can comfort yourself with the dream it will happen though. After all, dreams are free for the likes of you.
@JohnT, you're kinda alright.
At least you're honest with your position.
And you have a bit of humour.
Even you can see through his ****e.

@Ocean.
Really? You're not hurt?
Cos your posts really come across as sad and bitter.
What other reason can you have for posting comments hoping that other people fail?
And @JohnT, it's not an attack when you fight back in self defence.
At least I'll openly call this loser out (or looser) as for exactly what he is.

@Ocean.
Who hurt you?

Serious (ish) head on:

The original Star Wars trilogy
Rocky
Casino
Die Hard
Papillon
Aliens
Lethal Weapon
Shaft
Pulp Fiction
Escape from Alcatraz
Lassie come home
Falling Down
Charlie & The Chocolate Factory
And.. Paul Blart : Mall Cop ;)

@Mark44085, I didn't think anyone else would get that.
I'm my head, the majority of posters here are just kids in their twenties getting paid to be on here Inbetween playing Fortnite and eating Pot Noodles!
Kudos points to you!!

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