Member Info for latpulldown

Our vaccination programme is going gangbusters

https://www.dailymail.co.uk/news/article-9524847/Coronavirus-Symptom-study-shows-Covid-cases-England-fall-just-757-infections-day.html

They try to take it down time and time again but it always rebounds and rebounds well.

to a Liquidity Update as they have been once per month and normally at the end.

CARD's shops have been reopened since 12th April so they will have had a few weeks to assess how the reopened stores are performing.

I've done my bit and bought in bulk the cards I need to see me through the next few months key dates of birthdays and anniversaries etc.

It's not just the about cinemas reopening. It's the fact that all the "feeder" establishments are opening also at the same time. Most in close proximity. These provide a further category of cinema goers who combine food and drink with a visit to the cinema. Call it a evening out if you may. Not had many of those in the last 8 months.

Thats what happens when you try to trade recovery plays. You sell out too early and then you have to buy back more expensively and with two sets of dealing costs.

Sometimes it's better just to sit still.

New Management team calling the shots and not doing a bad job. Now you ask yourself if the next rents collection run will improve or decrease?

Certainly not a company that is resting on its laurels and another shrewd looking acquisition. It looks like another hand / glove fit and I like the cash and shares combination of these deals and keeping the present management structures in place. They do seem to be targetting leading light knowhow with the mention of another 6 PhD Doctorates amongst the staff.

https://www.lse.co.uk/rns/HEIQ/acquisition-of-ras-ag-l4yrxjkgykcnjy3.html

Ashtash have you just woken up from hibernation. There are not too many here at all that are overoptimistic. What though you might be seeing is renewed optimism and there is a very good reason for that which is vaccine efficacy. its rollout and the way the delivery plans have worked out.

CINE has been over £1.00 previously on nothing and £1.20 more recently and I have to say without all the knowledge we have now. There has been plenty of good news out there.
*Funded to year end come what may.
*Deal done with Warner Bros on thetare windows and showing of films, previously embargoed.
*Godzilla opened to better attendances and Box Office than thought. 1st Cine reopenings
*Mortal Kombat had a strong opening but was bolstered by an equally strong Demon Slayer. 2nd Cine reopenings
*The vaccine programme in the US has excelled. Compare to when Trump was there and £1 previously.
*UK vaccine program has similarly exceeded all expectations.
*60 Million booster jabs just purchased from Pfizer (permanent and irreversible)
*UK reopenings looks pretty nailed on as of comments tonight.
*There are a whopping further 587 Cineworld cinemas just about to reopen by 21st May.
*Into a year like no other with stacked up great films, three of the next for release being 2 Oscar winners and a Disney film
* Jangho circa 15% holding
* Bank of America holding.

We can all see that the price is being played for someones advantage but the volumes are dropping and getting thinner and the one thing that you ultimately won't be able to argue with are revenues and profit generation.

Here's an example for you which I am fortunate enough to have visited early last year and have mentioned previously to Fun Investor: Silverburn Shopping Centre in Glasgow.

There is not only one extremely large Cineworld multiplex within that should reopen on or close to the 17th May, but with it will come the reopening of all the indoor capacity of the many restaurants, cafes and bars in the food hall directly underneath the cinema which will help fuel demand. It will be the same scenario in many other shopping malls and town centres with the restaurant and night time economy acting as a "feeder" for the cinemas. All set to reopen at the same time. You can click the "dine with us" link just to let you see how many this involves.

If anyone has a better example feel free to post.

https://www.shopsilverburn.com/

Matt Han c ock tonight on the next stage of the Road Map

"He added later: "As of today, we are on track for step three (of the roadmap) on 17 May. And that is good news. We're almost exactly where the modellers predicted that we would be at this point."

By that comment I'd say that the Indoor pubs, bars, restaurants, cafes and the multiplex cinemas within the HMSO's UK properties will be given the green light for 17th May reopenings. That should bring them up to fully reopened. That can only help with further rent collection from those presently closed or with limited outside service capacity.

To give you an example which I have mentioned on the Cineworld bulletin board previously I happen to have frequented Silverburn in Glasgow early last year which is an HMSO property. on site there is a massive Tesco's as well as a lot of good shops but there is also a massive Cineworld cinema and a great selection of restaurants in the food court. Click on the Shop and Dine links and it might let you gauge what additional capacity is opening up again.

https://www.shopsilverburn.com/

(Somebody playing with the CINE share price imho is presenting good value again).

"He added later: "As of today, we are on track for step three (of the roadmap) on 17 May. And that is good news. We're almost exactly where the modellers predicted that we would be at this point."

So it looks like + 128 UK cinemas coming online on the 17th May folks.

Choose what you want to go and see for the month of May. Plenty there for the full family including the kids.

*Godzilla versus Kong
*Mortal Kombat
*Demon Slayer
*Nomadland (3 Oscars)
*The Father (Oscar winner)
*Tom and Jerry
*Peter Rabbit2
*Cruella

Nobody is expecting big boosts on the day of reopening but at some point cinema ticket sales and "bar" sales of popcorn, icecreams, coffees, coke, nachos, hotdogs will speak for themselves.

Having not seen a fresh movie since Tenet last year I will certainly be adding with 3, maybe 4 of the above with the family.

By the 21st May Cine will have gone from 0% revenue generation to 88%.

How long will it take for people to work out that reopenings will be "permanent and irreversible" and for a high degree of normality to return now we in the UK have reached herd immunity. US must be there or there abouts also.

How long will it take before people twig that reopenings this time around will be permanent and irreversible.

https://news.sky.com/story/uk-secures-60-million-more-pfizer-vaccine-doses-for-autumn-booster-jabs-12289470

https://news.sky.com/story/uk-secures-60-million-more-pfizer-vaccine-doses-for-autumn-booster-jabs-12289470

Satisfying day that and with quite big volume.

Are we seeing the delayed buying that should have accompanied the £330 Million retail Parks sale?

Making a move up.

good news for my Viviens and newest Trevors.

Hovering nicely around here.

Should imho be higher off the Retail parks sale.

Soder, I have to in part agree with you but in part also disagree with you for it is evident from the update for there is additional meat on the bones including increased sales breakdowns and transitioning into other markets, numbers on news sales staff, new distributors etc.

They share a lot of information with us periodically in RNS form and also through twitter feeds and communication with leading share magazines and the supply of information is the most constant I have known.

With other pieces of information though they play it close to their chest and rightfully so due due to competitive sensitivities. Updates like this provide information that fills the gaps and that complements and you get some additional other pointers.

Graphene-X for instance I may share your views on but think this is being kept closely under wraps until we get there with patents and trademarks and key partners. Such is Centonze's confidence on this exhibited elsewhere that I have no doubt that it will be the next gamechanger for HEIQ in terms of multiple revenue streams (e.g. turning a T-shirt into a real lightweight bullet proof vest, superior water repellence and breathability in clothing, vastly improved clean water filtration but moreso in the field of electric vehicles where it has the potential to speed up electric battery charging and also the mileage you can get from a full battery charge).

We know that its moving forward to a Pilot plant and proof of concept. Today our only nugget was "HeiQ has invested in talent to further develop its novel graphene technology in line with its IPO plans"

Overall I read it as a superb update and the percentage improvements speak for themselves. I'll be interested to see what Shares magazine and the others think.

You are aware of tomorrows presentation and the ability to ask questions in advance. Perhaps that might help. It's mentioned in the RNS's above.

https://www.investormeetcompany.com/heiq-plc/register-investor

You know that games are being played when you are staring at as screen of blue today all over the place with many recovery stocks like TUI having done about 10% since the start of the week, Lloyds bank up 3%, HEIQ another of my holdings delivering a superb update should be worth more than the present 3%.

With vaccine backed reopenings the tides turning and the one thing that you can't argue with it cash flowing through the tills an profits. Mooky has done this absolutely spot on and things will only continue to improve with further reopenings and a movie slate as long as your arm. Do you honestly think this will still be sub £1.00 when the new Bond movie hits the screens in September and with all that is coming in between. No way Hos e .

Play silly beggars with the price so it's time to switch off for a bit and wait for all the reopenings to take effect. It was evident not many were selling yesterday and it looks like not many are selling either today. Plenty others to keep the interest levels up.