Member Info for latpulldown

Bonkers,

Morrison have over £3 Billion debt.
5.7% shorted. (Thats only those showing over 0.5%)
I'll bet it goes to 230p tomorrow quickly. Might even open at it.
Market will expect a higher offer.

https://www.theguardian.com/business/2021/jun/19/private-equity-firm-mulls-cash-offer-for-morrisons

Can't see CINE going for less than £1.80 to £2.00 personally.

There was your Mooky interview

https://www.youtube.com/watch?v=d3MjV1nLDz4

Capitalistpig in agreement and benefited likewise from BT. Just sat patiently and waited.

There are a number of reasons why imho now would be an opportune moment for anyone to make an approach for CINE.

* The share price is less than half the price of the Regal deal alone.
* The Chinese Box Office has recovered far quicker than most had expected. Same with Japan and Taiwan if you listen to Mooky's interview.
* Western Box Offices have been seeing successive successes with post pandemic records being set for those films expected to make good money. Godzilla versus Kong, MK + Demon Slayer, A Quiet Place 2 and Cruella.
* USA has just gone back to virtually 100% seating capacity with California and NY just added last week.
* Vaccine delivery plans are cutting mortality and hospitalisations. Carrying on at pace.
* The Paramount decrees ruling mentioned previously added 40% to the CINE share price. That's not far off the retrace from 123p to 83.48p
* AMC has outpriced itself, with Reddit/ WSB interest.
* We are the number 2, behind them.
* Fast and Furious 9 opens 24th May Uk, 25th may USA
* Marvel Studios Back Widow opens 7th July UK and 9th July USA.

I hope an initial approach does come to catapult the share price but if it is opportune then I would wish Mooky to state that it undervalues the business. There are plenty suitors out there. Disney, Netflix, Warner Bros, Jangho / Chinese.

Those with patience can see it coming.

Sorry, I missed a paragraph from the end of the post.

On the basis of what we paid for Regal alone then arguably it would have to be over twice the present share price . Even that I think would be opportune.

It would seem that some in our midst have sought to remove not only one post but the entire contents of a thread of perfectly legitimate debate and number of postings thereafter. Sadly not freedom of speach but it was up there long enough though for most to have see it and some will have screen shot it.

Back to your question if there was to be a takeover approach to appear for CINE this week or the next then firstly the Paramount Decrees ruling has enabled it.

https://www.polygon.com/2020/8/7/21358637/movie-theater-antitrust-laws-paramount-consent-decrees-movie-studios-theater-chains-netflix-disney

Other considerations would have to be that our present market cap is £1.145 Billion. That is less than half the £2.4 Billion that we payed for Regal cinemas alone. Netflix were purported to be looking at the time.

https://www.thisismoney.co.uk/money/markets/article-8351307/Netflix-looked-bid-buy-2-4bn-Regal-Cinemas.html

*Be aware though that we also have circa 125 multiplexes in the UK and Ireland over and above that.
*Be aware that we also have circa 104 multiplexes in Poland, Romania, Czech Republic, Hungary, Bulgaria, Slovakia and Israel.

We have also seen the first consolidation within the industry with Amazon only recently having bid for MGM.

https://www.theguardian.com/technology/2021/may/26/amazon-buys-hollywood-studio-mgm-james-bond

We sit we wait and see what happens.

Being treated to the same film tomorrow night as a Fathers Day present so interested in what your thoughts on the film are Cruis1. It's had good reviews. Some of the producing team have been involved with the John Wick series.

Timely reminder folks what with the weather being dull, dreary and rainy that you might still be able to find yourself a couple of "free" tickets for the cinema this weekend. Just need a 4 or 5 digit code off your lottery ticket or scartchcard.

Try use CINEWORLD if you can, but if not it's all Box Office. Maybe concession an item just to let the cinema profit.

https://www.weticketit.com/nlcw/booking/Event/detail/NLCW1920062021

https://www.dailymail.co.uk/news/article-9701073/EU-LOSES-legal-battle-AstraZeneca.html

Good afternoon to you Capitalistpig. Thought you might have added RDSB and CARD which are two that have also made me peckish as well as here. Some good value being presented.

Ashstash89 there are enough trolls and paid to posts on this bulletin board without you singing with them. Your esteem on here is going down big time. If you haven't a decent thing to say about the stock that you are supposedly invested in then may I suggest you sell up and try the Halifax instead. I think everybody expects better from you.

It's Rishi's algorythms TCU trying to stimulate trading and more stamp duty for HM Treasury. Swing it one way, then the next and you get twice the volume you would otherwise have gotten. People get stopped out, some see opportunity and buy in, some try to trade. Next week it gets moved back up and some benefit, some get caught out.

If you are actually invested it shouldn't make a blind bit of difference as you should know where your investment is at and its the £, $ and € that speak for themselves.

I have to say.

So much going for it right now.

Not interested in the games played to deprive people of their shares and transfer them to Institutions. Happy to keep buying on any opportunity they wish to present us with.

*America has virtually gone to 100% capacity. About 75% of our business is done there.
*UK continues as is, on 50% capacity
*Our Rest of the World cinemas have fully reopened.
*Good Update RNS off Mooky on Peter Rabbit 2 and concession sales
*Good recent Youtube video off Mooky
*Box Office has been improving with post pandemic records being consecutively set, from *Godzilla versus Kong right through to A Quiet Place 2.
*Fast and Furious 9 opens on Thursday UK (24/6). Friday US (25/6)
*Marvel's Black Widow to follow. 7th July (UK) and 9th July (US)

Peter Rabbit 2 RNS

https://www.lse.co.uk/rns/CINE/company-update-y2dqku65kaffeki.html

Mookys Most Recent Interview on Reopenings. Really good interview on reopenings and on Box Office getting back to 2019 numbers quicker than people expect.

https://www.youtube.com/watch?v=d3MjV1nLDz4

If you're invested then its probably best just tor remember these things and switch off the screen, rather than being twitched into selling by the unscupulous and their paid to posts.

Adds another 17 screens to the repertoire.

https://www.irishmirror.ie/whats-on/film-news/cineworld-reopen-dublin-june-18-24253149

Given the website has only just recently gone live it's nice to see some greyed out showings.

on the weaker market days is always good.

Solid recovery play.

What with Fathers Day coming up on Sunday and physical shops being open we should have been in a position this week to steal some of the ground back from the likes of WH Smith's, Tesco's and the likes of FunkyPigeon and Moonpig.

Do I pay £3.50 for a card from Smith's or 99p for an equally as good card from Card Factory.

No brainer imho this will have been a lucrative time for us.

"One for the Big screen" etc etc etc and make sure you wait for the after credit scene.

https://editorial.rottentomatoes.com/article/black-widow-first-reactions-one-of-the-best-solo-movies-of-the-mcu/

https://ew.com/movies/black-widow-first-reactions-social-media/

https://www.express.co.uk/entertainment/films/1451307/Black-Widow-review-reactions-end-credit-scene-scarlett-johansson-Florence-pugh-Marvel-MCU

Several things you can do if you are able.

1. Fast and Furious 9 is coming up from 24th June onwards. Book your tickets at CINE if you can. If not you still contribute to the Box Office.

2. It's Fathers Day on Sunday. If you are are looking for a gift or indeed a father being asked what they would like and stuck for a gift then why not ask for a Cineworld Gift card. Then you can share it with your family. Stocked by most major supermarkets and Spars. Value can be chosen by the purchaser. There is also a Fathers day offer on the website with a free £5 e-gift but time is getting fine to wait for the post to arrive it on time.

3. National Lottery Cinema Weekend this weekend with 200,000 free tickets up for grabs if you have a four or five digit code off a Lottery ticket, past or present. Grab what you can and use in Cineworld if possible. Add some popcorn or concession items if you can.

https://www.weticketit.com/nlcw/booking/Event/detail/NLCW1920062021

4. Black Widow is coming up from 7th July onwards. Book with CINE if you can. If not you still contribute to the Box Office.

5. Word of mouth all of the above.

We are all small wheels in a large cog. One alone won't make much of a difference but the collective of all those ones can all add up.

Personally I've done 4 of the 5. Imax x 3 for Fast and Furious 9 and just awaiting bookings to become available for Black Widow and I shall do the same.

Don't also forget that you can use Tesco Clubcard vouchers for full or part payment of your cinema tickets or for an Unlimited card.

Enjoy the movies and enjoy the popcorn.

Volumes have been thinning right down over the last few sessions as our updates, research and BO successes has been contrary to the direction of the share price and not many are selling. So it should make for some interesting days ahead over the coming weeks.

Yes good news that.

Whitebox are US based and it coincides with California going to 100% capacity and swiftly joined by New York.

Good reminder Capitalistpig.

Or if you are a father yourself then you can kindly ask for one . I did and in that way I get something I can make good use of and the company gets the money.

I also saw somebody had popped the CINE Fathers Day offer on HotUKDeals as well as the National Lottery Cinema Weekend deal for "free tickets" this weekend. Well done them.