Member Info for jimbogains

Thanks Josh - fingers crossed it’s a good job tomorrow then!

For my learning - is technical support level based on how trading algorithms would view the market moves?

Yeah I really am hopeful, I have topped up a few times as I wish some good news must come at some point… I haven’t been invested long but it’s now one of my biggest holdings. If Suzy doesn’t pull something concrete out of her hat tomorrow though, what are your thoughts? I want to stay invested but worry that this will drift along with cash burn before they ask for more £££ from investors.

Am I right in thinking that the outcomes here are fairly binary - i.e. (i) no SOA agreed, we lose all of our money; or (ii) SOA agreed and lending can continue, we make a lot of money? Or is there a (iii) SOA agreed but FCA does not allow lending to continue, so it's a wind-down, and there may be money made/lost?

Based on the IPO valuation, and comparing that to the amount of compensation claims... assuming any post-SOA trading under option (ii) is not massively curtailed by new borrower checks, then don't we still have a valuation of >£1bn? What am I missing here?

Any idea what we can reasonably expect from the Q&A session, other than (as mentioned previously) a bit of marketing and injection of hype? I'm fairly new to the investing game but have been trying to understand a bit about RNS etc, and from what I had understood the RNS info has to be released as soon as a major business impact is foreseen. So, presumably if there was any big news then we would already know about it?

Very keen on this share, and I think it has some way to go. CNN business is showing that 15 analysts are offering 12 month forecasts at (I think in USD) a median estimate of 4.85 and a high of 6.77. I can't see how anything as high as 6.77 could be supported, based on historical prices... but clearly someone with (hopefully) much more knowledge than me has managed to get there. Any idea how?

Short term lurker here (started my investment journey with lockdown savings), Cineworld is my (joint) largest holding (other significant investments are Rolls Royce, Amigo Holdings and Valirx) and I have high hopes for Cineworld (seems like a pretty good risk-reward ratio compared to some of my other Covid-hit investments - RR likely lower risk and reward; Amigo/Val higher risk and not sure about reward).

Lots of chat on here around forecast share price etc, but what do people actually think the Enterprise Value is here? i.e. if we strip out the debt, the potential bad news around the Cineplex case, etc, then what is the business actually worth? I don't know what EBITDA multiples this sort of business should actually trade at, so i'm just wondering what really is best case here? AMC has an obscene valuation which I can't believe is rooted in reality and will presumably come crashing down at some point... but I assume Cineworld is still inherently undervalued at the moment. Recent highs of 120p+ are surely achievable, but where really can the underlying business support in terms of valuation.

Thoughts?