Member Info for latpulldown

Looks like Odey took out a short on Monday. Maybe explains a bit. Less than a % and done through derivatives and with what looks like some insurance attached if it hots 54p

SP rose against it though yesterday morning and then fell back on wider market sentiment.

Brave one into next weeks update as I think it has more potential to go the other way. (Consistently high oil prices).

After actually having to cancel last minute last week I finally got to see this film last night and someone else on a seperate bulletin board recommended it to me.

Went in open minded with Mrs Lat and surprised that the cinema was actually really busy for a Tuesday night. Really enjoyed the film from start to finish and thought it was a brilliant biopic. Cannot commend highly enough the actor who played Elvis. Mrs Lat even had to ask me if it was him actually singing as it was realistic and he had the mannerisms absolutely spot on. Well worth a watch imho.

UK premiere last night of Thor love and Thunder. Odeon grabbed this one. Must be about our turn for the next one

https://metro.co.uk/2022/07/05/thor-love-and-thunder-premiere-rita-ora-plants-kiss-on-taika-waititi-16949070/

Wtf has happened to the oil price?

This isn't supply and demand and market place in action. Its speculation and forward contracts. Most of which never ever get completed on.

And if you care to take time to visit and look at the last Cineplex report / update I think you may find that they have obtained in the region of 4 waivers. So technically 4 breaches by them. Was in a summary section near the start.
Fortuitously for @Cine a vastly improving Box office the last 4 months.

Next update should be on the negotiations with the Dis holders and at some point between now and end September the potential for a covenant waiver should it be required.

So the one remaining question is which one on here is TW? For he clearly picked up Hussatbr's post yesterday.

It started this thread off yesterday and Hussartbr kindly shared it.

Yesterdays IR response for anyone that missed it.

Dear

Any update on the RCF would come either at the interim results or via an RNS if the RCF is refinanced or a waiver is obtained (deadline to obtain a waiver is 90 days after test date)
On the dissenting shareholders, we are still in discussions and will inform the market via RNS once an agreement has been signed.

Kind regards

Investor Relations
Cineworld Group plc

Sitting within a whisker. (having already passed it)

Putin taking the last key city in Luhansk and telling giving hos troops a pat on the back and urging them to push on further. Whcih way for oil prices do you think?

Nice run up to the next update imho looks on the cards.

Sorry if you missed it at 7p.m.

https://twitter.com/lovethundernews

I think you maybe need to revise the header to 220p or 65p

I'll go with Citigroup and Charles Allens £1M buy at circa 86.25p

https://www.lse.co.uk/news/THG/citi-resumes-coverage-of-thg-at-buy-says-beauty-division-underestimated-i2sq3n8yjd1mw89.html

Question is who picked up about £4Million worth of shares today.

Market cap tonight is less than 1/10th of what CINE paid for Regal Cinemas - alone. Same cinema chain they have gone on company record as stating they may list or part list in the US and for which they paid £2.7Billion.

https://www.bbc.co.uk/news/business-42234673

Marginally so.

But its nice to see that the oil price is on the rebound again and that is re-instilling confidence into oil stocks.

At these $110 - $120 per barrel levels Tullow should not be this low. Therein lies your opportunity.

14th July we should get a comprehensive update. The good words to be looking out for if you only have time to skim read: Free cash flow (FCF), debt reduction and repayments, Kenya.

I think all on here know how this one can bounce back.

Fortuitously the last two months vastly improving Box Office have given it a decent chance of just that.

GL all.

I think you get the point.

4% or 5% price drop today hasn't even tempted 2 Million volume.

There's enough in 10M a day to make a good crust.

There isn't in 2.0 to 2.5M tops for today (and thats with a price drop).

$112 per barrel crossed again.

There is an article just further down that I recently posted that says the oil price could quadruple if Putin decides to start to cut supply. JPM are probably just reciting the content.

Hosai leave them to it with their low volume days. Whoever created it still has all the wages to pay and ultimately will struggle with low volumes and commissions.

Ridiculously undervalued company and waiting for next news.

https://www.dailymail.co.uk/tvshowbiz/article-10978835/Epic-battle-scene-Chris-Hemsworth-Christian-Bale-teased-new-Thor-trailer.html

Not often you see BP (elephants don't run) ahead of Tullow in terms of percentage gains.

Roll on 13th July

Should be healthily back into the 50's by the day before you would expect.

Good Kenya update should blow the bl##dy doors off the share price.