Member Info for latpulldown

zstarz,

Yes it is a waiting game for all our cinemas to reopen and with the vaccine progress since last lockdown the next reopening should be permanent which is what we desire. The Governments of our respective main markets have all spent billions on vaccination development and warp speed authorisations, staff recruitment and mass rollouts and all to get us there. The difference this time is that it feels and looks real.

Infection rates in the Uk have started to peak and indeed fall for the last few days and that will be mainly down to Lockdown measures and Govt scaremongering and enforcement taking effect.

Mass vaccinate as we are presently doing, ramp it up further as intended and take the intended 88% and 99% mortality out of the statistics and you are not left with much. No need for any further Lockdowns or restrictions.

Acorn planting time imvho on those that stand to gain most from a return to a normal life without lockdown and restrictions.

FunInvestor I come on this bulletin board to post my thoughts and opinions irrespective of what you think and you of your own admission trying to trade 2 points here or there and then buy back. There will come a time shortly when that will become a redundant approach.

I am invested here and added substantially recently. I am no ShorterGuy or IDW and its probably better to read and digest rather than try and chastise as you have been repeatedly trying to do.

It is the vaccines that hold the key to things reopening. They ARE THE CURE to the pandemic contrary to another attempt at pulling me up earlier. There will come a time when the combined effect of both Lockdown measures and mass vaccinations working together will reduce mortality substantially. Early days yet, but there are green shoots emerging. My interest is the point people will sense it and load up.

Since you would prefer to converse with ShorterGuy all day and night I shall oblige and let you get on with that.

Well it won't be a sell for most of Jangho's last increase was at 65p or over. Stamp duty and dealing costs would not make that profitable at all.

If they are following the VacCineworld stats then could be adding more.

Over another 200,000 jabs given out today. The PM had said 2.4M in PMQ's earlier today which was yesterdays numbers. Updated numbers now out for the day and still another hour to go.

https://news.sky.com/story/covid-19-uk-vaccination-tracker-find-out-how-many-have-had-the-jab-12179220

I'm just curious as to what point people will view Lockdown and Vaccinations combining together and can sense Lockdowns easing and Cinemas reopening.

It is early days yet but following on from what I previously mentioned about noticing the infection rate starting to fall it seems there has been another fall in today's figures and an easing of hospitalisations in London. (Yellow Graph)

Remember that today's infection rates are tomorrows hospitalisations and mortality rates. It bodes well therefore that once the time lag of Lockdown measures works its way through the system then the mortality rate should start to fall. Then we should have a vaccine effect to time lag its way through on top to take out the 88% mortality by targetting the Top 4 cohort then 99% mortality by targeting the further cohorts down to 50 years.

Good to see the Scots also tightening things up a bit. All additonal measures should help further. Even Nicola kept the takeaways open, albeit they need a serving hatch. I think in Scotland that is called the front door. It might help shares in Deliveroo or Just Eat if it extends further?

Lockdown and Vaccinate, Reopen Doors.

https://www.dailymail.co.uk/home/index.html

Test Negative.

No capacity restrictions or social distancing required.

A highly plausible and common sense idea and what a difference that would make to Cinema reopenings.

It just shows how rapid testing and the results thereof have now become.

Yes good find Crumpets. New York and San Franscisco two our main US states for concentration of Regal cinemas by far. Should ensure others follow the leader as well.

That's twice in recent weeks and on the eve of the next update. Probably sends a message to those tinkering.

Remember this article on vaccine bargain hunting, and now we have more and more vaccines being approved and rolled out. Mass vaccinations being ramped up in the UK with 3 vaccines authorised and a fourth imminent (Johnson and Johnson). Joe Biden just about to be inaugurated on 29th Jan and set about his pledge of 100M vaccinations in 100 days. Israel, the UAE, India etc etc charging ahead with vaccinations

Fair to say the article has done me proud on quite a few of those identified shares to date. The retrace from £5 to under £4 on MCRO, whilst vaccine news has been going in the other direction should imho put us right back on that list again and nearer the top.

Further improvement in the business at next update and or an update on a partial dividend or resumption might provide the necessary tailwind.

The one thing MCRO does over many other shares is to generate very healthy Free Cash Flow (FCF).

https://www.dailymail.co.uk/money/markets/article-8946133/Bargain-hunting-season-stock-market.html

It looks like its found its sponsor again and not surprising really giving the strength of its numbers this morning.

Boris Johnson at the rostrum in the House and saying early signs that the Lockdown is working.

£25k if you want to get the vaccine privately through a Private Members club / Concierge service that will tailor it with a 1 month apartment stay in Dubai for you to get both jabs. India another possibility for the wealthy. The Oxford vaccine incidentally only costs about £1.50 per dose to buy.

Fortunately most Vaccine producers are confining supply to governments only and with fair access for all, and the most at risk first, as opposed to any ability to pay.

Superb numbers today that surpassed expectation and guidance at the top end.

It just needs a sponsor from the analysts that were at the morning briefing.

Message to the PM. If considering stricter measures to control the spread of the virus please don't shut takeaways. Most operate in a Covid secure manner and I am partial to a Chinese takeaway.

Crumpets,

I pointed out that although the last few days that although the mortality rate has been increasing one key indicator, the Infection rate, has been levelling and declining. In fact it did the same again and reduced further last night.

Today's infection rate is what leads to tomorrows hospitalisations and then the death rate. So if it is declining that is good as it hints that the present lockdown is starting to work. Supplement that with more scare stories in the media, Professor Doom or is it Gloom's tv broadcasts (Chris Witty) and threat of more stringent control measures and tougher enforcement and they will all help further.

Then all the time vaccinations have been rolling out and now as of Monday have been ramping and scaling up on an unprecedented scale. 7 mass vaccination sites turning into 50 by end January. 2 to 3 weeks time lag for those effects to work.

Then you should reach a point where both lockdown and vaccinations combine.

If you believe in the Military efficiency behind the Covid19 Delivery Plan and the further large scale ramp up coming then now imvho is a good time to be stocking up on the shares that you think will directly benefit from the combined effect.

The Government's timeframe for vaccinations by Mid-Feb is aimed to at taking 88% of the present mortality and high risk out of the system and equation. Add then the next targetted group right down to the over 50's and those with underlying health problems that put them at higher risk and that should take 99% of mortality out the system. target is End March.

Its all in the Governments Delivery plan and as others have pointed out we should also have the Johnson and Johnson vaccine approved and ready to jab by end Jan / beginning of Feb. Its a one dose vaccine. 30M on order and being produced to deliver almost immediately.

The UK Population is 67 Million. Pfizer vaccine (40Mill ordered 2 doses. Oxford vaccine 100M order - 2 doses. J+J vaccine. 30 M doses ordered. 1 dose. Moderna vaccine coming spring, GSK vaccine to follow along with a few others.

The 15th Feb with 88% mortality out of the system and the combined effect of a lockdown should see even the detractors coming round to the science behind all this.

That being the case I can see 65p being a distant memory.

Anyway I don't need convincing and have been taking positions in the shares and funds I think ware prime recovery candidates, CINE being one.

https://www.gov.uk/government/news/government-publishes-plan-for-the-largest-vaccination-programme-in-british-history

They are as a good as a cure.

They immunise and as such it is a cure for the virus.

Put in plain and simple terms, when the vaccine works then the doors open. The difference between last lockdown and this one is that with a vaccine and a cure the effects should be lasting. Then we have an embarassment of riches awaiting us in pent up demand and films for Box Office release.

The time lag for the vaccine to take effect and for both Lockdown and vaccine to combine in effect imvho gives you the opportunties to top up and buy in.

The trading update hits all the right notes and moving forward everyone can see that they have been gifted virtually another quarter of unchallenged profit delivery what with the High Street fully closed during lockdown. 23%. Sales growth is superb.

Excellent news.

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You read wide and varied sources NOFEAR just like myself.

I came across this new term last night called "vaccinomics" which now seems to have been given a wider transaltion than its initial meaning and seems to be a cross between vaccinations and economics and whereby it refers to Investors now placing their investment cash in the countries that are stem rolling ahead with vaccinations. Those that are sat atop the vaccination league table. Israel, the UK, the US and the UAE are all up there.

Just wondering how long it will take before Vaccineworld becomes a new investing concept, for we are a company that stands the most to gain from vaccinations taking their course and in consequence our doors reopening.

It seems only natural to assume that investors will spy returns from those most likley to benfit from immunisations and a return to normality.

Perhaps that might be Jangho's strategy with over 12% of the company.

I think with a new £90 fulfilment centre opening, and the confidence that shows, that they will lose a lot of money if they haven't covered their position.

Exciting times moving forward.