Member Info for FunInvestor

43 were at tonight's Forever Purge screening at my local cinema, not exactly biggest draw you might expect when Black Widow is also showing.
Just shows Matt that individuals one off cinema visits in the UK mean little/nothing.

Total box office for week/month/few months will hold some value in assessing investment however.

smalltrader you do realise you have just made the case for part of the reason sp is struggling don't you!?
Lack of volume of releases and a box office at a small fraction of previous operating levels.
Not sure if yourself and fellow ramps can't see this, refuse to see this or just close your eyes to it.
This six month period we have just started is now THE critical period for the industry and this company.
Also forget the fantasy that the theatres are/have been pulling the strings on any deal with studios on percentage cut.
Studios now clearly have options (yes theatres still important part of that), but they have options.
Theatres do not!
As we can see clearly right now, you have pointed it out yourself!
Without more releases it is a struggle.

You started this as a revenue thread and quoted profits before tax etc.
It's still 4 rather than 5 years you note.
To be the last 5 years you would include the last as of last year which wipes all above out.
Cineworld takeover of Regal is in the middle of that period.
There are one off items in the 2019 year that heavily skew that number.

Cineworld has a chance of becoming a profitable business again and moving forward strongly.
However it has a number of challenges to overcome and misrepresenting it serves nobody well.

Please stop "bumping" threads in which you have made yourself look silly.

Let the company do the talking over time.(hopefully)

"let's not forget mooky has 1year to get his bonus. tick tock"
itrader I think you will find this statement incorrect.
If you are referring to the L(ong)T(erm)I(ncentive)P(lan) which is for a never of directors and announced early this year, it is a 3 year plan.

I would rather rely on company performance for share price recovery.
Have you missed the part where shorters didn't buy back in when we hit 15:xxp?

Takeover by consortium of Reddit crew is about as likely.

Pain in a55 re car engine, but always good to keep looking forward :-)
Happy next chapter.

Hopefully this time next year you can get yourself a bigger than planned campervan and a fancier than planned new kitchen was it!?

Good luck and I will happily enjoy the fruits of it were it to happen.
Likelihood VERY small in my opinion.
For this and takeover to become the go to any time we have poor trend all seems VERY desperate to me.
How about we wait in the company fundamentals to build back to level that warrants SP more in-line with pre covid .

Jangho have not sold, equally they haven't added.
Nor has any other major holder.
None of us know their strategy.
Some of them maybe lending out their stock so no need to sell.
They make money whether it goes up or down.

It is a big BUY time for CINE, here are some of the points:
1. Lockdown easing/Freedom day 19-Jul is on track
USA is the company's main market by a long way, lockdown easing date has been known for some time.
2. Cinemas can get back to 100% capacity and all restrictions will be lifted from 19-Jul
Being allowed to operate at 100% capacity doesn't equal operating at that level.
3. Pandemic is not finished, but we are definitely out of the peak. We are 99% in a better shape compared to the peak levels.
Yes the UK is now in better position than 6 months ago, but there IS still uncertainty.
4. People are craving and desperate for entertainment/fun. Especially the families with kids whose main entertainment is outing and cinemas
They have been able to do this in the UK for last couple months and with restricted capacity still not fill on a regular basis (yet)
5. Cineworld venues are also used for party / birthday hires. Which means this revenue is going to start flowing into the balance sheet.
That has again been able to happen last couple months and is a relatively small part of Cine revenues.
6. Cineworld managed the employee salaries well with the use of Coronavirus Job Retention Scheme, so balance sheet is not going to be impacted hugely if Cine could negotiate on the rentals.
Have you seen last year's financials? Off course it has been badly effected and Cineworld clearly states they had "done well" to reduce losses/month when closed to $60m. Rents have been renegotiated, many deffered (i.e. still need to pay those unpaid rents for during pandemic).
So overall CINE is a BIG BAG WINNER..... BUY BUY BUY...
(all the above points are my opinions based on the available facts in market)

Likelihood of your 140p and above in one month is low VERY LOW.

It's not made any easier to criticise the shorters or derampers on here when some post equally exaggerated stuff the opposite direction.
All IMHO also.

No comment.

As it is still government and scientific community recommendation then I hope Cineworld DO keep in force mandatory mask wearing.
Their business being an indoor one where you come into contact with people you wouldn't normally and especially of it's as most here hope a busy place.
Only makes sense to me and personally feel more would be comfortable with it still being required than would be lost to it.

UK share of business is still nothing compared to USA and therefore shouldn't be given as much focus as it is on here.

No comment.

smalltrader Just so it is clear to me (and maybe others).
"With majority of population getting vaccinated by August, there is no way deaths will be higher."

Are you stating daily death rates will not go up fr what they currently are?

Edit: or much less than $24m if almost every stream was to a one person household. (Less likely).

No, I think you have misunderstood MoneyP1t there LPD.
Their calculation was correct in that it equates to 800,000 streams at $30 to give $24m.
What I then understand they had firstly made error and corrected themselves is it's not a straight 1 stream equals 1 potential lost cinema ticket. It could be 2,3, 4 or more as a family watch on the one $30 stream.
Whereas if they were going to the cinema it would be number of people times ticket price.
Therefore potentially much more than $24m lost from cinemas take.

However all of this is an unknown and there all sorts of combinations.
Some would do both, stream and go to cinema.
Some would not have gone to cinema previously anyway.

We do know cinema box office numbers and that's the best guage of where business is just now.
12 August should answer more questions and see how under or overvalued share currently is.

Isn't the survival of Cineworld or any other firm in the hands of the business being a profitable going concern!?

Last time Cineworld had I think it was 3 days consecutive SP rise it wasn't any of the (mostly/entirely) falsely labelled derampers that was missing from this BB.

Said in a truthful, but light-hearted way ;-)

No comment.