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Good numbers I would expect should see us back into the 60's

You have to appreciate that with a Full National Lockdown any High Street Competition is closed and that hands ASOS a joker card through till the end of February which is the earliest it is anticipated things will ease. If it stretches any further then all the better.

Not a chance imvho

Indeed 12.17%.

Let them creep up to 29.8% and then launch a bid.

They clearly have their eye on vaccines working, doors open and the recovery

NOFEAR,

MS and GS appear to be trading their own books on stocks and many comment on the bulletin boards about broker notes being issued and them doing the converse. For instance a Buy note issued for them to sell into and a Sell note issued for them to Buy into. There should be a clear distinction and sterile corridor between Brokers issuing investment advice and the participation in buying and selling shares. Subtly its called ethics a thing which seemingly doesn't exist when it comes to money.

Just be grateful sometimes that further opportunity presents itself and as others have mentioned there is no change in situation since Friday where CINE are concerned.

If anything we are 3 days further forward and on our way now with the ramped up vaccination programme and 7 mass sites now up and running. Vaccination numbers are forthcoming now by the day and weekly briefings should let us keep pace.

We are all cinemas closed, funded and waivered so there can be no real valid reason for todays fall other than tinkering with the price.

Onlyonewhufc.

My apologies I thought the PM was hosting the 5p.m. briefing. Happy to be corrected on that.

The main thing is that with the vaccination numbers coming onstream we should be able to watch the scales of justice counterbalancing and theoretically should have 4 sets of figures with which to make our own judgements from now on.

I thought we might have seen the end of our organisational day traders. probably not and I am happy to stab a guess and say it will be either Morgan Stanley or Goldman Sachs or both adjusting things so they can re buy the holdings that they just recently announced selling. The RNS's show they have been trading in and out of Cine for a while.

Hopefully Jangho's increase in shareholding though to over 11% has established a new higher base level for it to ebb and flow with the activity of either, as Jangho do seem intent on hoovering up anything that looks inexpensive.

In any case mass vaccination rollout started today in earnest and all seems to be going well according to the morning press. I wouldn't expect any less with the Army involved.

PM's Monday briefing later today and we should see vaccination tallies printed daily from now on along with hopefully a glimpse at the mass vaccination rollout plan.

Lower infection rates should hopefully prevail over the next few days / weeks as both Lockdown measures and Vaccine rollout and immunisation effects kick in. If the rate of infection and the R-rate then start to peak and drop then that should indicate we are travelling in the right direction.

In context our window for reopening is roughly the end of March time and the Governments time window for vaccinating the just over 13 million in the Top 4 tiers, and which represents circa 90% of present mortality, is mid-Feb.

No need to commentate minute by minute or to engage with the clowns as we are where we wish to be and just need to patiently wait for measures to take effect and assist in cure, a return to normality and our reopening.

FunInvestor,

If all the resident clowns have got to offer now is streaming being a challenge lol then CINE is going to rebound much further prior to reopening.

There is simply no comparison between living room tv and the silver screen. Just to illustrate things I saw Tenet on an Imax screen when the last lockdown eased and then by complete contrast watched Tenet on DVD on a top quality 4K Tv on Boxing day. The difference is so profound that comparing cinema with living room tv, shows the naivety of the posters involved. It doesn't even merit commenting on. It is about going out for a night out for a performance as opposed to switching the tele on.

Lets face it when you are funded
When you are waivered till June
When the likes of Jangho are now 11% holders and consistently upping their stake
When Vaccines are being approved
When there is now mass vaccine rollout

The arguments against now holding are falling on ever more deaf ears.

Some of the same individuals were spinning the same broken records when it was 22p.

Just look what they have already missed out and the graphs show the further recovery they will also probably miss out on. That probably more than any other reason explains the underlying resentment in their posts.

The vaccine rolling out and working its course in conjunction with the present lockdown should deliver us to reopening within our very own timeframe. Then we can start talking about the large slate of already made films that are stacked for us to show.

https://www.dailymail.co.uk/news/article-9125677/Asos-build-giant-90m-warehouse-UK-recruit-2-000-workers.html

Its good to see that ASOS have just announced today plans for a a new £90Million fulfilment centre in Staffordshire, creating 2000 jobs. Is it a sign of the times for online retailers with the pandemic and lockdowns having contributed to more customers moving online.

With the share price turning a lot more steady and rising thanks to Jangho now holding over 11%.

Mass vaccine ramp up kicks in next week with the 7 mass sites adding to all the new hubs and we should see the next of the Govt briefings on Monday and the publishing of the mass vaccination plan.

Nice to see the Moderna vaccine also getting approval today as well with a further 17 Million on order.

Vaccines rolling out and working will be the key to reopening of doors and importantly it is fitting comfortably inside our own time window.

Aspirations for next week. CINE keeps climbing slowly and assuredly. Online retailer ASOS reports well on the 13th from the benefit of lockdowns and the Tiered system, NETW do likewise on the the 14th and TUI maybe presents itself as a re-entry point after its Rights issue settles. The TERP there should be about 311p.

Planted those acorns wisely for the recovery from now on in imvho. Enjoy those weekends and stay safe.

And who did those RNS's involve??

Institutional day traders at best who sell and then try and influence others to sell with their RNS's, to let them buy back in. Zero ethics as you shouldn't be engaged in buying and selling shares and issuing broker notes at the same time.

Catching up a little on the oil price rise which causes several of its competitors to rise between 6% and 10%. Production cut should sustain the rise in the price of a barrel of oil, and Tullows Free Cash Flow.

Good Stuff and its the confidence in the future statement that inspires.

"Asos chief executive officer Nick Beighton said: “This significant investment in infrastructure and large-scale job creation is a reflection of the confidence ASOS has in its future and the quality of the skills and talent available in this well-placed location.”

Timdoubleu,

I have the TERP now worked out as 311p but that was on a share price of 496.5p as a closing price last night and £492 Million pounds raised.

Its a poor showing off the market makers today as it appears like they have passed on 10 to 12 million shares at £4 and above from someone that has sold their existing holding knowing that they have the cheaper RI shares to replace them. One institution or more. Then periodically and disparagingly they have been stepping things down. All the confusion on the bulletin board said hang back so I am glad I did.

The prospects going forward though are good what with vaccines now rolling out.

Dreamer - you may be down on your existing holding from last night but you should make that back up off the ones you get in the Rights Issue if you subscribe as they are less than a pound (1.07 Euros). That being provided it stays over the Theoretical Ex-Rights Price (TERP).

I shall wait and see if I can get an entry price around 340p by the end of next week.

On paper existing shareholders could have been making profit if they had sold their shares on opening this morning. Is that what has been happening?

The simplest way to create a TERP estimate is to add the current market value of all shares existing before the rights issue to the total funds raised from the rights issue sales. This number is then divided by the total number of shares in existence after the rights issue is complete. This calculation results in the value of an individual share after the offering.

If you do it this way it works out imho at about 330p

No premium presently attached for the fact it is an RI and that should only be exclusively available to existing shareholders. Clowns and confusion have ensured that the general market can now buy the shares on a fully funded company moving forward for the same or just less than the preferential shareholders.

Keeping it simple

Yesterday you had 590 M shares at £5
Today
You have another 590M shares at £1

For it to maintain the same market cap reduce by £1.00
Add 4p roughly for currency translation

590m t

It should imho be around 404p and that is without taking into account the fact it is an RI and exclusive only to existing shareholders and its fully underwritten. Not that it was needed off the preferential rate.

The company has its money now moving forward into a world where vaccines are now being rolled out and the CEO is of the opinion we should be back to pretty much normal by summer.