Member Info for latpulldown

I know I highlighted it and loaded up.

Dune being brought forward along with No Time To Die is good news.

Much though the major studios will not wish to concede it there is massive bucks in Box Office films and the Big screen is the only place to show them.

Don't forget that although they are trying to plug the gaps with diverting lesser appealing movies to streaming these studios have also been without the Big bucks for over a year.

Any agenda for reopening shifts the full dynamic back in favour of the Cinemas. Their premises and they decide whether to show or not.

It looks like Gamestop is on a run upwards again to take out one or more Hedge Funds. I think + 500% at one point. Somebody did query it earlier on here as maybe a possible explanation for todays rise. Definitely not here yet was the answer.

If anyone however wishes to highlight HMSO on Reddit or the Gamestop bulletin boards then fair plays to them. We do have our own fair share of short positions that have no doubt helped put the price where it is and as of today look like they might be quietly trying to buy stock to close up.

Volume and price today seem suggestive of that of that.

https://www.dailymail.co.uk/news/article-9294715/Tory-demand-lockdown-end-date-brought-forward-June.html

Pickuzawinnah,

I think as we can see from the reported explosion in bookings for holidays over the last few days that there is an absolute abundance of latent demand out there ready to be unleashed for shopping, holidays, haircuts, cinema, theatre, football matches etc etc etc. People have been deprived of these freedoms for what will be 4 or 5 months come shops reopening time, longer for some of the others.

Internet retailing has done well (I follow and have done well out ASOS) but there is no substitute for actually getting out there and feeling the cut of the cloth, seeing the true colours and when you can, trying it on. The big advantage of HMSO Shopping Centres and designer outlets is that you have an abundance of shops all right next door to each other and you can easily shop in numerous venues and combine with meals out, cinema or other leisure activities. Most parking is free or a nominal sum and you also don't have to pay for either postage in the first place or return postage. Summation: There will always be Shopping Centres

We are only starting to catch up on some of the retailers we house, some of which have already doubled and more off lows (Joules, Superdry etc)

Rents have to be paid and reopenings are the route to that. The big difference this time around is that this time it is backed by vaccine rollout and is intended to be irreversible and permanent.

Easily imho one of the cheapest stocks on the market right now. The mark of that is that a 10% gain right now is only a couple of pence. Many holders on here will remember what that used to be.

Forgot to mention also that I was very happy the other day with Patrick Vallance in the Governments RoadMap briefing whereby he was saying that people will more than likely still be wearing face masks next autumn / winter. The PM also saying that we will never get Covid 19 down to zero deaths and that with each phase of unlock their will be rises in infections, hospitalisations and deaths. That should keep our markets readily expanding and ticking over.

Somebody seems to have been stocking up fora few weeks so we must be about due kind of breakout.

Good afternoon PhilBanks I've been looking all morning for the solution as I was sure I had seen it somewhere. Lol.

What we ought to do is incorporate it into facemasks, gloves, clothing, touchable and reusable surfaces such as in hospitals, hotels, bars, caravans and self catering accomiodation etc, bed linen, door handles, cash dispensers, laundry, transport fabrics and the like. Lol with a smile

Nicer still if we could enhance the properties even further and then we could call it Virobloc permanent. Lol with a big smile.

https://heiq.com/products/functional-textile-technologies/heiq-viroblock/

Re dividend, it is a few years off courtesy of having accessed the CCFF funding previously. It is a pre-requirement of having applied for that that you suspend dividend payments. Plenty links out there on the conditions of the scheme.

It's not wrong to talk about the potential for an RI at some time but two points:

1. There was nothing stopping CARD going back to the CCFF again if you failed the new debt added financial test due to say bank waivers. The Treasury can still consider you on a case by case individual basis and reply within 28 days. (that is what I think was behind the last Bank waiver RNS)

2. As I have pointed out, somewhere in the background is access to an accordian facility of £100M that was tagged onto the RCF.

If shops are reopening on the 12th April then CARD were covered right through until the end of April in any case (and that I think was conservative)

Imho I'd exhaust the No 1 avenue first and / or the No2 option to have back up money in place. That should then let the share price recover substantially and let you conduct an RI at 70p to £1.00 to minimise on the dilution. The banks will no doubt know this. I however can't speak for the BoD.

If on next meeting with the syndicate of Banks CARD have been granted further CCFF access or given access to an "accordian facility" (and purely for cover as the shops should have reopened) then I would expect a further meaningful boost in the sp.

The thing is Pickuz.. you can track the way HMSO has gone whilst others gained and the vaccine made its progress.

First vaccination was on the 8th December.
15th Feb was the date all 4 Cohorts were met and exceeded. (That should take 88% mortality out of the death rate after 2nd Vaccination.
22nd Feb was the date for the Roadmap.

Track it against CINE is say another I have an interest in like Carnival Cruises (CCL).

Incidentally of HMSO, CINE and CCL which one will see the doors reopen first - and in actual fact 25% of the estate which is essential retail is already open.

It was always written in the stars with a recovering oil price and markets sensing a recovery.

So many gifts out there, particularly ones that have had short positions on them.

Don't let them bag all the cheap and available stock.

It us only catching up off the back of two days price suppression imho

When retail is one of the first to open and whilst most have previously gained on vaccine optimism this one has retreated.

I'd put it down to "short" positions controlling the price and some slowly starting to exit to avoid any attention.

Morgan Stanley's stake build though has taken a fair few out of the market.

Reddit effect = No
Pump and Dump = No (there have been days on here with hardly any posts and negative share prices when anyone posts anything remotely positive)

Try the 1 year chart to let you where you are buying or selling in any share price cycle.

Maybe so Gusto1,

Better to look back in a month or two and see where we are then.

Just let sentiment build as we get closer and closer to retail reopening (permanently and irreversibly)

Cintrol the Virus, Cure The Virus, Reopen Those Doors.

From previous ranges and with some terrific value having been offered of late.

Now seeing it starting to move goinglarge.

They only spent two days delaying a rise to pick up what they could. By my reckoning there are a lot of short positions that are vulnerable and will have to buy in the market to close their positions. Bearing in mind the next PM's roadmap has been set up the way it is to lead to irreversible and permanent reopenings. TBH the only way I can see from here is UP.

Another stock with major retail exposure that has not stayed in time with vaccine rollout success and has a lot of ground to make up imho

zstarz I don't need any validation thanks and btw well done anyone who took a leap of faith into CARD. Another bulletin board full of IDW's and SG equivalents and you could have got it at just under 31p about 10 days back.

Excellent start.

All do what is right for them zstarz and I have done exactly that and with money still on the table.

There have been 3 days of real low vaccinations compared to previous 500k plus days and any reopening date in the Roadmap is "at the earliest" for when the Govt is letting it happen. Mooky will need to decide when Cine opens in the US, the UK, Israel and the several European countries it has cinemas.

Not here to diss the company as I still wish it to succeed.

For now.

I'm not greedy and its a long way to May 17th.

And was predictably coming if you had tracked the vaccine progress and impact and the key dates.

Several others still out there offering ripe fruit for the picking.

I wasn't talking history Fun Investor. I was talking present and the here and now.

Decision made tonight to refrain from posting any more on the daily stats front.

When the replies become sarky and when the reply to the post itself attracts more upticks than the post itself then there is little point in wasting ones time. They have been extremely helpful to me in positioning money and shall continue to do so in a private capacity.