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Coincidence in the timing of the Retail park sale with that of the first day of Non-Essential shops reopening in the UK, or R-R-G being intellectually very smart?

https://www.dailymail.co.uk/femail/article-9454969/On-marks-set-SHOP.html

https://deadline.com/2021/04/godzilla-vs-kong-stomping-to-69m-by-sunday-easily-top-grossing-pic-to-date-at-domestic-b-o-during-pandemic-1234731553/

The time to be buying is when the opportunity presents itself with Director sells for as the company makes further and further progress to commercialisation then the share price is trending up with it. Then when the next news comes out you get your next boom. Easy way to double your money imho

A challenge for you Cruis1.

Find me another year in the past that has had so many films queued up and ready to go? and of the calibre of what is coming.

No Fear posted an article a while back literally pointing to there being an embarassment of riches when cinemas reopen.

Fast and successful vaccine rollouts in both the US and UK, the most recent success of Godzilla v Kong over the last 2 weekends and all the other films lined up below should imho carry the vote through tomorrow.

Cruis1. They haven't lost Top Gun Maverick at all as it will still be showing in this financial year (19 November). Given the other big movies that are being released in July and their respective theatre windows it looks more like a shrewd move on Paramount's part for it hasn't got much competition around it and should have it's own unrivalled theatre window.

The below amended list hasn't even got Godzilla versus Kong and Mortal Kombat listed on catch up for when the mass of our cinemas reopen in both the US and the UK over the coming weeks. if you look it actually slots in nicely.

17th May 2021 – Nomadland
21st May 2021 – Peter Rabbit 2
28th May 2021 – Cruella
28th May 2021 – The Conjuring 3: The Devil Made Me Do It
4th June 2021 – A Quiet Place: Part II
11th June 2021 – The Father
25th June 2021 – In The Heights
7th July 2021 - The Forever Purge
9th July 2021 – Black Widow
9th July 2021 – Fast & Furious 9
30th July 2021 – Jungle Cruise
6th August 2021 – The Suicide Squad
13th August 2021 – Free Guy
27th August 2021 – Candyman
3rd September 2021 – Shang-Chi and the Legend of the Ten Rings
17th September 2021 – Dune
17th September 2021 – Venom: Let There Be Carnage
30th September 2021 – No Time To Die
15th October 2021 – Halloween Kills
29th October 2021 – Last Night In Soho
5th November 2021 – Eternals
12th November 2021 – Ghostbusters: Afterlife
19th November 2021 – Top Gun: Maverick
10th December 2021 – West Side Story
17th December 2021 – Spider-Man: No Way Home
22nd December 2021 – The King's Man
24th December 2021 – The Matrix 4
21st January 2022 – Morbius
11th February 2022 – Uncharted
11th February 2022 – Death on the Nile
4th March 2022 – The Batman
11th March 2022 – Turning Red
25th March 2022 – Doctor Strange In The Multiverse Of Madness
6th May 2022 – Thor: Love and Thunder
27th May 2022 - Mission Impossible 7
27th May 2022 – John Wick: Chapter 4
17th June 2022 – Lightyear
10th June 2022 – Jurassic World: Dominion
1st July 2022 – Minions: The Rise of Gru

It seems a mighty cheap market capitalisation at only £1.5 Bill minus the £350 Mill they will realise for these retail parks and for all the significant shopping centres they will be left with, a 100 acre land bank, and cash on the balance sheet.

Net Asset Value as you well know Aby is circa 82p.

It'll end up where the market takes it.

I'm going for CINE getting approval and the start of a next leg up on the share price as things are getting closer and closer to full ramp up to 90% of cinemas reopening over the next few weeks. vaccine backed as well.

Things appear to be shaping up for a very nice week what with the Times leaking a large asset sale bringing in £350M at Hammerson (HMSO), which should further help with the ongoing transformation of the balance sheet. Non-essential shops reopening tomorrow also should help improve payment of rents.

It'll be worth a lot more than 2p on the share price moving forward as it should spur some Institutional interest.

It is not just about the bare value of the assets but it is about the confidence in what R-R-G is doing to quickly transform the balance sheet of HMSO around. That debt pile is reducing nicely all the time.

*Whilst guess what - tomorrow Non-Essential shops reopen (12th April) after nearly 4 months of lockdown.
*10p.m. Closing 6 days per week is there if they want it to garnish sales, profit and pay their
* That USP that bricks and mortar retail has over online shopping, the "see it, feel the quality of the material and try it on" - with changing rooms also sanctioned to reopen should make it a very good weeks.
*Permanently and irreversible reopening in the UK (backed by successful vaccine rollout).

I've been greatly impressed by R-R-G and she is getting on sharpish with transforming this group around.

Definite turnaround "investment play" now.

Heading back to 120p if it gets approval at the meeting on Monday. Godzilla v Kong is surpassing expectations where it is showing. Mortal Kombat will be the same. There is pent up demand everywhere.

It's important to get those second vaccinations into peoples arms to make sure you fully take the 99% targetted mortality out of the system. The Government have defied the critics in getting to all first jabs in Cohorts 1-9 by mid April and now the second jabs are picking up pace. That's two days of 450,000 second jabs. Check the graph out.

https://coronavirus.data.gov.uk/details/vaccinations

The time to be buying is when the opportunity presents itself with Director sells for as the company makes further and further progress to commercialisation then the share price iis trending up with it. Then when the next news comes out you get your next boom. Easy way to double your money imho

The time to be buying is when the opportunity presents itself with Director sells for as the company makes further and further progress to commercialisation then the share price iis trending up with it. Then when the next news comes out you get your next boom. Easy way to double your money imho

Just one Regal cinema that is open presently and it's posted just to let you see the multitude of films that are showing in the multiplexes, and also the number of showings. Some very good films and pre-bookings for Mortal Kombat being taken as well.

Next 5 weeks is going to see a massive ramp up in reopenings both in the USA and the UK and a complete transformation in monies from all till closed to about 90% cinemas reopened.

https://www.regmovies.com/theatres/regal-waterford-lakes-imax/0734#/buy-tickets-by-cinema?in-cinema=0734&at=2021-04-09&view-mode=list

Having waited a year and more to get to vaccine backed reopenings I don't think you will find many even contemplating any selling now. 54 cinemas opened first and we are a week closer to the next additions on the 23rd April. Thereafter the ramp up moves to a completely different level with a bugle sounding and a cavalry charge of additional weekly openings of a further 500 cinemas. All backed by a massive slate of new releases.

I don't think anybody is expecting massive gains on Monday for the reasons you suggest but HMSO with shops open and permanently and irreversibly is a completely different entity moving forward. It's retailers within have imho been provided with unprecedented support to help them re-open and that ultimately will be to HMSO's benefit moving forward.

Whilst some are clearly on here trying to trade the share others are invested and can happily wait for things to improve and for one or more further institutions to embrace it and invest in it.

R-R-G comes across well and is a completely different CEO to previous incumbents and we are already getting hints at what I think will be in her ongoing strategy review for the group.

If you have any queries then sign up for next week and ask them your questions in advance.

Offline for the weekend and got one shopping trip already planned for next week.

If you are happy with how things are progressing on the vaccine front and know the scientific methodology behind it in taking 99% mortality out of the system (and it is working) then you know it will come good all the way back up to adjusted previous highs.

No adverse HMSO news today to merit the fall and another 450,000 2nd jabs in the UK today so the vaccines are there again as that is two 400k plus days on the trot.

Have a great weekend.

*BRH will still be there on Monday
*200k shares is in reality a pittance.
*The new holder of the shares will have ample opportunity to sell at x2 or x3 present sp.
*12th April on Monday so getting ever closer to the next update and that CE approval.

Always somebody trying to steal an advantage on the markets and to pick up shares. My guess though Market makers nobbling the price on the bell.

Hopefully they give us the same chance of a top up next week.

Is HMSO better with shops reopened, revenue, profits and rents and back rent paid. Of course it is. Permanently and irreversibly.

If the aim of the MM's today has been to throw away a few shares to try and stimulate some volume and pick up some stock then they don't appear to have been having much success by way of a return. CARD one of my other retailer interests and whom it has to be said pay us rent have found themselves marginally up.

It's an annoyance but as many say 200k is only a small drop in the ocean all of which have already passed on, and when the next update comes and with EC approval comes they may regret not having held on for double or treble money imho.

The Paraytec product is surpassing all present gold industry products and it is leaving them in its wake. This is not just about Covid testing but early medical diagnosis of the likes of sepsis.

I'm on a free carry so happy to freely talk one way or the other.