Member Info for latpulldown

Being quiet and just letting things soak in is the best way.

And somebody that understands the capital structure of the company is hoovering them all up.

The dilution has already been factored in and based on the value of the RI compared to the market cap the night before. If anything the adjustment is now probably overdone for any new investors due to the number of individuals who do not understand what is going on and that enabling non-holders to pick up value.

If the share structure of a company is such that the market cap the night before was say £2.5 Billion pounds and the RI (on whatever terms) represents only 500 Million of that for simplicities sake, then the share price will not half.

The market makers are not in the habit of giving anything away for free but will gladly take your shares off you if you wish to give them away. Those with short exposure thinking it will half might find that they have over exposed themselves and to their cost.

The main thing is that as an investor and shareholder you qualified for the preferential terms which you would be silly not to take up and the company has all the money as it was fully underwritten. Vaccine led recovery is now on the cards and what will ultimately get all flying again and taking much deserved holidays. There will be an abundance of pent up demand.

The idea behind the rights issue is that it is only given to existing shareholders and those on the register by the Ex-Rights date which was yesterday. Though it is a findraising it is kind of a bonus one for only existing shareholders get the entitlement to participate. What normally then happens is that your large institutional holders that say hold 24.99 % of the company keep hold of their shares.

TUI is expecting to be back to virtually normal by summer so it is probably imvho good value to take up your rights and hold onto your shares for any recovery.

Mass rollouts of vaccines as we are seeing now will undoubtedly help.

Market makers are there to prey in the weakness of those that don't understand and will happily take your shares off you. The main thing is that financially TUI is sorted financially and as the RI was fully underwritten they have their money.

Up over 200 points again tonight

Or they make people a lot of money if the vaccination program takes away 88% mortality well ahead of our possible reopening time possibly towards the end of March.

Perhaps some keep seeing opportunity that others didn't and have consistently missed out on.

https://www.lse.co.uk/rns/CINE/holdings-in-company-9c5mb359sgsubz5.html

"St Johns ambulance supplying 20,000"

Good for them. That is a lot of supplementary staffing

"To quote the Brigadier. They have established 769 sites to date - setting up the equivalent of a large supermarket chain in only a month."

7 of those are the Mass testing sites.

It is their involvement that might convince new investors that the 15th February deadline for the 13 million jabs will be met or come very close.

I don't know if anyone noticed but it seemed to be dropping from that reported for the last few days.

Are we seeing the first signs of our new lockdown beginning to take effect.
Infection rate down leads to less hospitalisations. Less hospitalisations leads to less mortality.
Lockdown effects should show prior to any vaccination effects kicking in due to the time lag.
Both though should then overlap.
Whilst the ramp up continues on vaccinations with that 15th February date in mind.
It will be the sustained effect of both the present lockdown and vaccinations that lift restrictions and the sustained effect of vaccinations that turns the key in our cinema doors.

I'm sure everyone will work out their own views on success towards the 13 million odd in the Top 4 tiers that require priority vaccination. Those that are contributing to 88% of mortality.

"Full vaccine deployment plan being published on Monday".

Great stuff. We shall all get to read it and make our own minds up.

Of the Army

"21 Quick reaction teams with Medical oversight to deploy at short notice to assist."

When you want the job or should I say jab done quickly and efficiently then bring in the professionals who have the experience in dealing with all sorts of arms. Lol.

Some seemingly getting a bit worried about todays rise, increased holdings RNS and the contents of the PM's briefing.

Saw it FunInvestor. Very confident that things will be back to near normal by Easter and that hot of the press as he stated he has seen initial data on the Kent mutant strain and confident the Oxford vaccine can deal.

Hooraahhhhhhh!!

Only other main point I think I failed to mention was a targetted dig at one element of the press (I think Channel 4) for reporting on those claiming this is a hoax. Aimed at encouraging "responsible reporting" with Fergus Walsh and another journalists coverage mentioned as good examples.

My overall impression if anyone wishes it was that all 3 came across as dynamic and determined. The PM was a little woolly on one or two questions. Ambitious targets but with the army onboard I don't think they will be too far short.

Delivered from the Perspective of "We the Public" and what "We" want to know from the Mass vaccination prograM.

Top 4 Tiers represents 88% of mortality. hence the targetting

Challenging goal but 100,000's of vaccine will be getting delivered by Jan 15th.
Further expected in Feb (Johnsons and Johnson - Jansen jab)
You should be able to get a Vaccine within 10 miles of where you live.
Full vaccine deployment plan being published on Monday.
Two new therapies approved today and available through the NHS straight away. Reduce deaths by 25% and cut hospital admission times by 10 days. (Don't ask me to pronounce them)
Nearly 1.5 million have had their first dose
Vaccines in Care homes today

Simon Stephens. 3 pronged plan.
Supply. Confident in supply of vaccines to meet appointments + 15th Feb.
Vaccination Centres: Local GP vaccinations 116 up 739 to over 1000 by end of next week. Hospital Hubs. Up from 50 to 206 then up to 233 by end of next week. Mass hubs. T of those - operating 7 days a week.
Increasing the No of people doing vaccination. Presently 80,000 trained. St Johns ambulance supplying 20,000 + another volunteer corps also. Looking to partnership expand with NHS hubs. Army also.
Mention of Israeli's + mass sites jabbing as a comparison but happier with our approach.
Later
"Surge Critical Care Beds" being used. (Nightingale Hospitals) London is seeing 800 Coivd admissions a day, equivalent to a large hospital full of Covid admission each day.

Army. 101 Logistics.
Embedded with NHS dealing with this. Planning support being provided. 3 fold strategy: Analyse. Identify choices + Select best plan. Then deliver it at pace.
21 Quick reaction teams with Medical oversight to deploy at short notice to assist.

To quote the Brigadier. They have established 769 sites to date - setting up the equivalent of a large supermarket chain in only a month.
Vaccination is Voluntary
Encouragement if all to get the vaccine. do our bit and protect ourselves and the NHS.

Questions - Not hiding that there will be lumpiness in the early stages.

The rest you can watch as my dinner is getting cold.

Still day trading I see.

That probably was what was holding us back.

101 Logistics at the PM's Briefing

Crumpets, the military have been involved for a long time.

There are at least 2 military planners detailed to each of the 7 mass testing centres as well as on logistics support.

As Tony Blair pointed out. You ask them to do something by the next day, then an order gets issued and it gets done. Most other routes involve a talking shop / unions etc.

He did say Thursday for some more detail on the mass vaccination program.

I am no great lover of confusion and these TR1's leave a lot to be desired in terms of letting everyone know in clear English what is going on.

Would it not be simpler just to have an open text box at the bottom of the form to just explain what has happened.

Today represents yesterdays anticipated gain that was held back for those patient.

More of the same to come if the lockdown and vaccine deliver the required reductions in infection rates, R-rates and mortality rates.

It used to be a bulletin board full of day traders, shorters and dare I say posting idiots.

I think most people now are parked up and can see that the mass vaccination roll-out programme in the UK, timeline wise, fits in nicely with our very own schedule for re-opening. National lockdowns will also help achieve reductions in statistics on top. Reassuringly also America is vaccinating and set to embark on a similar massive ramp up in vaccinations. Israel also where we have 11 cinemas is trail blazing with its vaccination program.

Being frank most stunts to try and destabilise this share price have been tried and failed. (Brexit? when we don't export or import physical goods.)

Not much really can have an adverse impact when you are closed, funded, and bank waivered till June.

Its the vaccine rollout that holds the key to reopening and a restart of what should be SUSTAINED revenue and profitability. You have to have the patience to let the vaccine develop its immunity once jabbed in the arm but we should in due course see the numbers drop first off lockdown associated reductions.

Give them their incentives as this one I think he has played absolutely spot in. In fact it wouldn't surprise me if they had paid for appropriate epidemiological advice.

You could physically feel things building here.