Member Info for laidback

1. Cinema can never be replicated at home. Cinema has survived TV, VCR, DVD and streaming. The cinema experience just gets better and better.

2. Cinemas are profitable at less than 20% occupancy, unlike say airlines. This means social distancing is possible in cinemas, as these are huge spaces, people don’t move once seated, facing same direction.

3. Ample liquidity till Dec 2021. No need for an equity raise. Mooky (CEO) and family own nearly 30%, so equity raise even more unlikely.

4. Recent Mooky (CEO) interviews are very, very positive on future of cinema and Cineworld.

5. Tenet looks to be very successful in first few days. A ‘movie event’ - getting fantastic reviews. Will kickstart the cinema industry. Opening in US 3rd September

6. 65% of Regal cinemas open in UK. This figure is increasing every week.

7. US Covid cases and deaths are now dropping fast.

8. Vaccine Phase 3 data is coming from multiple promising vaccines. Many treatments for Covid being developed or approved. Likelihood of second lockdown very remote.

9. US stimulus news due in September. Markets will surge on this.

10. Cine has ‘bounceability. - has bounced to 100p twice since March. Peel Hunt reiterates target of 180p and a ‘hard bounce’.

11. 2021 looks to be the best year ever for cinema !!

12. Plenty slated out of the Marvel studios to keep the tills ringing between now and 2022.

https://www.gamesradar.com/uk/marvel-phase-4-leak-release-dates-new-mcu-movies-lineup/

13. Paramount ruling last in the few weeks now allows for US film studios to buy cinema chains. This law change in US was done after lobbying by US film studios.

14. 8.05% of CINE stock is shorted.... 111m shares need buying back soon. There will be margin calls on loss making shorts. But free shares are scarce .... Jangho is still stake building.
This will inevitably lead to a HUGE short squeeze ...it's a snowball effect. Sp can easily multibag. This short squeeze will happen immediately if there is a takover approach.

15. There has been a flurry of positive media reports and broker notes. This is likely to increase over coming weeks with Tenet updates and full US cinema reopenings.

https://www.sharecast.com/news/broker-recommendations/cineworld-shares-set-for-hard-bounce-says-peel-hunt--7617294.html
As always, my opinions. DYOR etc

GL All

I'm adding at these prices

No brainer really

Nothing more

Crumpets

Yeah I'm not worried.... I'm patient and optimistic !!

I don't have any doubts this will multibag.

65% of US cinemas now open, will be nearer 100% by end September

Only needs 20% occupancy for profitability

Strong slate of films out remainder of 2020 and 2021

Enough liquidity till end 2021

Likely takeover target

It's a strong buy all day long

GL all

California has set out a roadmap for cinemas to reopen. As California cases are falling week on week, we should see more and more of California reopening.

New York has low cases, so reopening is purely a political decision. But Cuomo cannot keep the theatres closed forever. There is pressure building on him all the time!

That's what you need here imo.

But potentially multibag your investment !

The longer it is held in a tight trading range, the bigger the spike when it is released !!

This is being held back

Will bounce hard at a random time very soon imo

Only good thing about a low valuation is that we are the obvious takeover target !!

I like to bounce hard !!

Peel Hunt's hard bounce is imminent imo

100p + in September sometime imo

Trump will rolling out vaccine in October, before the elections in November

Cinemas are profitable at 20% capacity

They just need to be open. Hopefully by end September most of US should be open !!

I'm waiting for the 'Hard Bounce'. We all know it's coming !

100p + by end September imo

Very strange sp behaviour

Feels like the lull before the storm

Been at this level for a while

Must break out soon

£1+ by end September !

Simple:

The sp will take off very very soon !!

For such a volatile stock

Clearly games being played

Just need patience here !

1. Cinema can never be replicated at home. Cinema has survived TV, VCR, DVD and streaming. The cinema experience just gets better and better.

2. Cinemas are profitable at less than 20% occupancy, unlike say airlines. This means social distancing is possible in cinemas, as these are huge spaces, people don’t move once seated, facing same direction.

3. Ample liquidity till Dec 2021. No need for an equity raise. Mooky (CEO) and family own nearly 30%, so equity raise even more unlikely.

4. Recent Mooky (CEO) interviews are very, very positive on future of cinema, and in particular, Cineworld. Says ‘big news’ after weekend

Most recent interview a only few days ago:

https://www.cnbc.com/video/2020/08/27/we-had-many-shows-sold-out-under-the-restrictions-cineworld-ceo.html

5. Tenet looks to be very successful in first few days. A ‘movie event’ - getting fantastic reviews. Will kickstart the cinema industry.

6. More US cinemas remain on track to open this Friday 28th August.

7. US Covid cases and deaths are now dropping fast.

8. Emerging news from US on NY and California (25% of US Cineworld estate) concerning re-opening.

9. Vaccine Phase 3 data is coming from multiple promising vaccines. Many treatments for Covid being developed or approved. Likelihood of second lockdown very remote.

10. US stimulus news due in September. Markets will surge on this.

11. Cine has ‘bounceability. - has bounced to 100p twice since March. Peel Hunt reiterates target of 180p

12. 2021 looks to be the best year ever for cinema !!

13. Plenty slated out of the Marvel studios to keep the tills ringing between now and 2022.

https://www.gamesradar.com/uk/marvel-phase-4-leak-release-dates-new-mcu-movies-lineup/

14. Jangho, backed by a multi-trillion Chinese sovereign wealth fund, has been building a stake last few weeks. Now over 5%. Jangho is known for making foreign takeovers. AMC cinemas in the USA already have a majority Chinese shareholder.

Sunday times today had this:
https://www.thetimes.co.uk/article/chinese-tycoon-liu-zaiwangs-stake-offers-plot-twist-at-cineworld-0mrqz6p2m

15. Paramount ruling last in the few weeks now allows for US film studios to buy cinema chains. This law change in US was done after lobbying by US film studios.

16. 9.09% of CINE stock is shorted.... 125m shares need buying back soon. There will be margin calls on loss making shorts. But free shares are scarce .... Jangho is still stake building.
This will inevitably lead to a HUGE short squeeze ...it's a snowball effect. Sp can easily multibag. This short squeeze will happen immediately if there is a takover approach.

17. There has been a flurry of positive media reports and broker notes. This is likely to increase over coming weeks with Tenet and full US cinema reopenings.

https://www.sharecast.com/news/broker-recommendations/cineworld-shares-set-for-hard-bounce-says-peel-hunt--7617294.html
As always, my opinions. DYOR etc

GL A