Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Earnings season starts to kick in this week, keenly monitoring the market's reaction. Any big dips are just buying opportunities. @eWhispers on twitter is a good resource if of interest to people on the board.
Hey Jodav58, yep, not just AMC, everything stateside seems to have reacted to the news.
(posting for latest info) California just announced it's shutting everything down again, including cinemas - https://twitter.com/GavinNewsom/status/1282752861835649024
Another one (posting purely for reference) Reopening seems a hot topic of conversation today in the industry press - https://www.screendaily.com/news/screendaily-talks-uk-exhibitors-urge-us-studios-to-release-their-films-in-worlds-open-cinemas/5151464.article
This story doing the rounds today (posting purely for reference) - https://variety.com/2020/film/news/tenet-box-office-coronavirus-mulan-1234704739/
You're right, any hint of a successful vaccine and the market will jump.
Only one I'm personally monitoring is the oxford study (this is purely due to time)... I found this thread interesting on a possible approach - https://twitter.com/ASlavitt/status/1280283199445311488
This is a great point, I've also been watching Open Table since corona started. Really interesting data set. Case studies like Texas, particularly interesting to monitor over the course of this
Big week ahead, echo JBS eyes open comment, keep those peepers on a swivel:
Aspects I'm watching carefully:
Tenet / Mulan marketing - the frequency and geo location, to confirm the studios' approach and if say a staggered country release is on the cards. Commercials for tenet have been seen today with Aug 14 on, yet their social channels haven't posted in a while.
USA Death rate - a lagging indicator (i.e. covid cases go up, death rate follows a few weeks after, we're starting to hit that time period)
Cuomo's comments - The New York governor gives regular in-depth comms on his states reopening where the cases are low and where they've had the peak already. i.e. Malls have been allowed to open with specific filters added to their air conditioning
States - any states rolling back on their reopening
Booking systems opening - daily check
Physical Changes - Would be great if people could check on their local cineworld / regal and report any changes/activity
Happy hunting people, hope it's a fruitful week, whatever side of the fence you're on
this is the only comment above you, i'm sure you're lovel
I wonder if Tenet will be out by then ;):) jks
damn too slow :);)
VAT dropping on cinemas 20% to 5% in the UK
Rio is 29C today, still pretty hot ;)
Have you seen Wetherspoons SP, even with all those headlines, the price is still falling.
Something worth monitoring is the marketing campaigns for Mulan and Tenet, keeping a close eye on their social media accounts and the frequency of posts that are going out. i.e. Mulan account not tweeted since Apr 3, Tenet last one was a week ago, will continue to monitor into next week. Re-any further revision
All guesses for ****s and giggles welcome :p
NO FEAR credit where credit is due, can you make it two out of two? ;):) Give me a price guess for Monday lunchtime. Bare in mind, there's a three day US holiday, could be three days of good news or three days of bad.
Didn't someone on here say 67 by lunchtime tomorrow (yesterday) I eat my words, maybe predictions are back ;):)
imo didn't we ban those posts "...it's going to be (insert price) by (insert timescale in the next few days)" I thought the original 120 - 200p prediction burn victims from last month, killed that off ;):) imo
You should see the board when the stock goes up 10%, best friends are made, marriage proposals, the lot. Then if it drops again, purge mode is implemented ;):)