Member Info for latpulldown

This highlights the strength and foresight of Mooky and the Board at CINE for they decided to close all their cinemas whilst Adam Aron at AMC decided to keep the AMC and Odeon cinemas open, racking up costs and without new releases.

Vaccine takes effect we reopen and in the meantime we have diminished and restricted costs.
Plus funded ourselves and sorted out bank covenants till June.

Ongoing mass vaccinations is the key to our doors reopening.

If AMC do secure a deal though it should reassure the market though.

They haven't got that many. Ashtead is one though I haven't researched in depth but I have done well out of other Non-Odey shorted stocks recently. NETW is one that fell for no reason and there have been 7 Director buys, a new Institutional investor with 5.63% and another just increasing this morning. CINE another with a high level of shorting and I am hoping both do well over the next few weeks and months as the vaccine rollout kicks in and enabling them to reopen cinemas which are presently all closed.

Somebody or something held this back yesterday when it is evident that curbed production levels from OPEC and a rising oil price will be to the direct benefit of TLW and other oilers. Free cash flow it will generate and it is to what all companies aspire. That plus if they do decide to sell any assets then they can attain higher prices. As of CMD though there is no rush.

I think you might have found I beat you too it.

I do like doing my own homework on shorted stocks as they provide good risk reward if you catch them right. MTRO has served me well from circa 60p.

Crumpets, zstarz,

Great stuff. It should add considerably to the mass rollout programme of the Oxford (100M ordered) and Pfizer vaccines (30M ordered) from about mid-February, maybe just prior and we also have an option over another 22 Mill of the Johnson and Johnson vaccine.

We also have 60 Million vaccines ordered from GSK and a further 60M ordered from Valneva of their respective vaccines.

The first 4 categories we are aiming to immunise is just over 13 Mill and the total Uk population is approx 67 Million.

All being well we should make a quick impact once the vaccines start to immunise and work their course. On paper we have ordered 4 times what we need, but the Pfizer vaccine and the Oxford vaccine as we know, need 2 doses.

Predictive text seemed to have taken over. What i meant to say two posts back was

3/4 of the country moving into tier 4 in December will have put some people off venturing out into the High Street. Combine that with the inability to try things on in the shops with all changing rooms closed. Not so in the comfort of your own living room. The net effect should have been to entice more people onto online shopping at a busy time of year.

People who were previously working are now sat in a lockdown at home with little freedom and time on their hands and the internet of things at their disposal. Boohoo, same with ASOS, with strong and recognised brand names and niche products aimed at targeted sectors you would expect to benefit highly during a lockdown hence my interest in them.

It shouldn't be a problem.

Boohoo and the likes of ASOS have just been handed two months TOTAL exclusivity with a full National lockdown which has just closed ALL High Street competition till the end of February and in actual fact was approved in Parliament yesterday for 3 months. Out the window has gone the High Street January sales.

Things moving of 3/4 of the country into tier 4 in December will have put some people off along with the inability to try things on in the shops with all changing rooms closed. Not so in the comfort of your own living room. The net effect should have been to entice more people onto online shopping at a busy time of year.

Congratulations on yours and any others profits on ARB. 5p to 110p since October is a phenomenal return. Just watch that you don't lose a significant amount as bubbles can burst and they can retrace just as quickly. Especially in Aim. The smart ones are probably selling and recycling funds into other hopefuls.

CINE might not do as spectacularly well but I did try to point how imvho things might play out.

Mass rollout of the vaccines take effect, (Daily vaccination numbers coming), Infection, R-rate and mortality start to decrease. Share price starts to rise in anticipation of things moving to reopening. Then in come the recovery and momentum investors who catch it starting to rise and breakout. More and more of the same occurs with the statistics and more buy in. Then before you know it you have FOMO and the herd arrive.

The real winners on ARB were probably the 5p entrants who did their own research and who got in ahead of the curve. No doubt if you trawl back through the bulletin board they also had their fair share of cynics, trolls and timewasters with the likes SG, IDW. and the many clowns. The irony is that they would actually make good money if they had turned that time into doing their own research to find shares to buy into, rather than littering bulletin boards.

With a vaccine we have a cure.
Get the high risk groups innoculated and off the radar.
Then the statistics start to fall.
Mass rollouts now happening in the UK.
Full ramp up from nest week
US shortly to follow. (100 M doses in 100 days).
Full lockdown will undoubtedly help.
Control the Virus, get the numbers down. We reopen.
Share price you would expect to move up in advance
Tremendous back slate of films piled up and waiting to show.

Double and probably treble money coming for the patient if things go according to plan.
Plenty of step off points in between for the impatient.

Straight in the Filter bin

The orange one btw has tweeted "orderly transition of power".

100 Million vaccines in 100 days coming - The "common good".

Seems they are putting up their prices.

Why pay more for a back catalogue of boxed sets and films outwith the Theatre window when you can actually have a Cineworld unlimited ticket for a year when the vaccine works its course and you can take advantage of all the latest releases and blockbusters on the Big screen, from the date of release. Plenty stacked up.

The realities are that new content has to be paid for ultimately by its customers.

https://www.independent.co.uk/life-style/gadgets-and-tech/netflix-price-rise-increase-cost-monthly-uk-b1783368.html

Biggest vaccination program in the history of the NHS ramping up and rolling out and we have waited 2 months for these moments. Reports also that the MRHA red tape has been cut from 20 days to 4 days.

Transparency and published numbers will keep the pressure on to deliver and bring good news to the weekly briefings.

Noticed that also Pitro and now over 13%.

Its a tug of war and I am on the side of the Directors and holders to prevail. Directors when they buy stock with their own money have insight that nobody else can have and every additional share picked up depletes the free float.

Mass vaccine rollouts across the globe also change the dynamics.

We shall get some insight soon enough.

With the assistance of the production cuts by Saudi.

The share price can move up today, tomorrow, next week as it will be doing so at some time.

The higher oil price means better profitability and if we do choose to sell any assets then we get a much higher price. No rush on the latter with the 10 year plan.

MP's backed lockdown by 524 votes to 16 so it is potentially 3 months without High Street competition

Near miss on 7 out of 7 if you include Leicester Racecourse which is under consideration.

Ramp up news off the PM was promised for tomorrow and in the words of Mooky Greidinger.

"..A vaccination for me means life back to normal, just like a vaccination against any other disease that we have known in history. So once there is a solution, there will not be a need for any precautions or restrictions..."

On the 7 mass vaccination sites I think I got 6 out of the 7 correct.

https://news.sky.com/story/covid-19-locations-of-seven-mass-vaccination-centres-revealed-12180751

Not been doing too well with his positions. Might we see him closing out.

https://www.dailymail.co.uk/money/markets/article-9119807/Odey-crisis-deepens-hedge-fund-dives-again.html

Might be reducing a bit more over the coming weeks. Not being doing too well.

https://www.dailymail.co.uk/money/markets/article-9119807/Odey-crisis-deepens-hedge-fund-dives-again.html

Dow up another 437 points and Biden has just won control of the Senate as well so has control of both Houses.

As well