Member Info for JAMESY1980

I believe that is just a delayed report from earlier.

EP last trade was a sell at 20.8. Not sure if you are clutching or ramping?

Hoping for some action tomorrow...

Does seem very good value at present based on yield and P/E. Looks like the market expected more growth than posted but it's priced where I'd expect to see a company running at steady state whilst the growth was reasonable. Obviously cement in Kazakhstan just ain't s3xy.

Hopefully north L2. Had a good day so thought I’d take a wee punt here with limited research. Looks like the downside is likely to be limited to pre spike levels in the immediate future.

No idea Chris. Hopefully leaks of something on route…

Moneypit - just because he said he didn't know about March deferrals doesn't mean he didn't. You gotta remember they have all been briefed on a significant agenda to show that the business was performing normally. My overriding view was that he didn't come across as someone as senior as his title suggested and that all of this is making Cineworld look like prudent professionals in comparison.

VP of estates for CPlex hung out to dry. Embarrassing display. If they were straight they would say we were fe*ked, we had no income, couldn’t pay our rent and told landlords to do one, but they insist on ‘It was business as usual and we have great relations with our landlords’.

Don't believe in superstition. Fundamentals and sentiment will prevail.

Said I wouldn't go again, but just topped up. Now over a third of my portfolio...

A finish over 62p would do for me. Have a good weekend all.

LPD - hope you are right. Would be nice to have a positive finish to the week.

I personally think that covid sentiment is the biggest driver of the drop rather than the case. I believe some media coverage is propaganda to push vaccination rates. Scotland a few weeks ahead of England in terms of schools returning and 7day rates are on a steep drop. England will follow. Haven't watched US closely but I suspect economy will take priority over restrictions from here on in. Some saying one film will not turn the tide but I think Bond really is that important for the whole industry. Its about getting some back into the way of going to the cinema. Fall is disappointing but I'm not selling any below 75p.

Hope that is a poor attempt at sarcasm Cruis. Don’t be a ham shanker…

https://www.fool.co.uk/investing/2021/09/15/is-the-cineworld-share-price-heading-to-zero/

Not a glowing report but we are here with faith in footfall returning and no more lockdowns. Author agrees with potential upside but we aren’t out of the woods yet…

Only caught a bit. Nothing to change my mind that Cineworld will walk it…

PW. Only caught a short bit. Nothing to change my mind that Cineworld will walk it. My overriding impression was why put yourselves through this cross examination as it is never nice to have a third party picking through your decisions. I’d be wanting a much better case before recommending my company open a case of this nature.

Just topped up again. I need to resist any more...

HKT/AllKap - Agree with your points in general, but the difference between the Cineworld and its counterparts across the Atlantic is gearing. The market cap to forecast (or historic) revenue ratio is much lower as Cineworld purchased Regal at what with hindsight was a bad time. For me though - although this increases the risk, it also creates the opportunity. I belive the fundamentals that drove the purchase of Regal will still be there and realsed on recovery. Ultimately the lower Cap to revenue is a greater opportunity as driving revenue, increasing efficiency and reducing debt could have a much more disproportionate impact on the Cap and share price. The suggestion of a US listing could also give a liquidity boost.

https://www.fool.ca/2021/09/13/cineplex-stock-time-to-bet-on-a-recovery/

Thought it was telling that this article published yesterday on the Fool didn't mention a litigation case that started the same day and was potentially worth more than it's current market cap to Cineplex. That aside Cineplex looks like it would have been a nice addition to the potfolio had covid never materialised. Much lower gearing make it a safer recovery bet than Cine, but obviously the upside is much more limited. Wish they would just concentrate on movies and drop this sham of a case.

Also worth noting Cineplex lawyer’s body language. Knows he’s beat already.