Member Info for Hosai

Mooky only cares about the long term share price not short term, he's not gonna release a RNS just to make short term holders feel better.

Cuomo loosened up some of the restrictions for indoor dining in a lot of areas of NYC today as cases have dropped there so hopefully might mean cinemas allowed to open in NYC at some point soon too.

The fundamentals haven't changed but improve a little each day as we get closer to pfizer potentially giving vaccine results on the 27th if it's with their results, also debt covenants could come any time both of these would potentially double the sp. NY reopening is also big news as it will influence studio decisions.

Nice to see...makes sense too Christopher Nolan films have always done best in California and NY in the US market.

Sounds good, though google says 30.96

Couldn't say Steve, I've been in and out of Hyve, I'm actually out of it atm. It hasn't really moved much for a while but I imagine like most hospitality/leisure stocks it will do very well if a vaccine if found to be effective. I might try and get back in some point but I decided to take my chunk out of it and put it into cine on the drop when they closed up again.

A sad day for cinema shorters, a lot them are long on streaming companies.

After the rights issue with the new shares added the pre-covid price adjusted is around £3, so if you believe the company and the events industry will come back after covid then it has quite a lot of upside. Though none of the covid affected stocks have quite the upside cine has at its current price imo.

Hyve Group, Revolution Bars

I agree Heardy, there is a real danger when we get the headlines in future that we do every winter about hospitals being stretched that this might become an option now that lockdowns have become normalized.

It's only "more deadly" to very old/frail people. The infection fatality rate for covid is likely only slightly higher than flu even with a flu vaccine, flu kills younger people than covid though so it comes to being even on years of life lost. The trouble with covid is less people are immune to it so more contagious.

I don't think it's that much worse than flu, average covid death age is 82.4. The trouble is it's more contagious than the average flu due to less people being immune than the average flu strain. So the risk to an individual is similar to flu (less if under 40 but more if over) but there is a risk of too many people getting it in a location at the same time so potential risks of local hospital overwhelm.

https://www.cnbc.com/2020/10/20/astrazenecas-us-coronavirus-vaccine-trial-may-resume-as-soon-as-this-week-sources-say.html

I forgot to say in the spring France had a 7 day average of 975 deaths a day at the peak.

1. The number of covid deaths increased but total deaths decreased from last week and are currently normal.
2. Ireland has gone insane, Boris doesn't want a lockdown, support for one is waning.
3. French average deaths are still around 114 a day, like most of Europe I'm not sure these covid deaths are even pushing French total deaths above average for this time of year. ICU is increasing very slowly and in the spring they had over 6,000 in intensive care, back then far more people would also die in intensive care compared to now.

But they're likely to receive 200 million in quarter 2 they wouldn't have otherwise received without covid. Also have some improved cinemas and more blockbusters to show in 2021 than was the case in 2019.

They've only been "surging" in a few hotspots. In London I believe there has only been a slow uptick and the percentage of covid patients in London hospitals is something like 1.5% which is what made the tier 2 London decision odd.

Mooky sounded optimistic on the creditors on the day he closed cine back down - "We will get the liquidity that we need, we have the full support of the banks that are working with us...a lot of funds."
https://www.youtube.com/watch?v=2t9ks7Gf-eg&t=352s

Going ahead to 2022 there is Avatar 2. Followed by another 3 Avatar sequals every 2 years. The first Avatar made an inflation adjusted $3.3 billion at the box office. James Cameron has spent a billion dollars on the sequal and has spent about a decade so far making the sequals.

You have to wonder, would Pfizer be seeking emergency use of their vaccine next month if the results they may be releasing by the end of this month were not looking promising?