Member Info for latpulldown

Some haven't quite grasped this yet.

So in reality there is very little that should be impacting us at all, and in the meantime the vaccine is now being rolled out and now encompassing GP's surgeries and the vaccines that we have deal with any new strains. I'm watching the Govt briefing on it as we speak.

Lets see how much you have to pay for a share in March on the run up to the new James Bond film. I suspect it might be about double where we are now.

Enjoy the festivities and ignore those pantomime dames.

People are now switching from AMC into Cine imvho.

Because Mooky made the correct decision in closing all our cinemas and limiting costs whilst the news on the vaccine rollout is now working to his favour.

It shouldn't be for the us just authorised the Pfizer vaccine for Emergency use on Friday with a roll out starting within 24 hours. Then they ordered another 100Million to complement the Pfizer numbers from Moderna. This is actually what we want for us to start setting up itineraries and to get our cruise ships generating revenue again. Talk also circulating of an imminent US stimulus package.

Quite a few stocks including Easyjet should benefit from an EU deal. The market seems to have interpreted yesterdays joint statement as a Deal will be the outcome.

at 40 plus shares on a watchlist right now and only one is in the red.

Goldman Sachs only a week ago said £6.50 in a Broker note and it was £11.32 pre-Covid19

No real volume here either today so it probably lets you size up whats going on.

Looking like value on MCRO again.

Reference fishing if you read up on it, if we seize back control of our own waters with full sovereignty then that leaves Normandy trawlers competing with the Dutch and the Belgians for depleting stocks in the Channel and Norway which has huge sustainable fishing grounds have said they won't let EU (nor UK) ships continue to fish their waters (sustainable fishing grounds for Cod and herring). It needs a new trilateral agreement. It wouldn't be too long before all the fish and chip shops on the continent sell chips with your chips. It actually is a big deal for the Dutch, Belgians and the French and Germans and other landlocked countries.

It is a huge bargaining chip of the PM's part and yes it can be sabre rattling and posturing but it emphases the point that with full sovereignty that we have full control of our own waters.

Hence in all probability the concession made about the "ratchet effect" being eased at the eleventh hour and no doubt we will give a little re access to our waters. If our fishing grounds have quotas that make the fish in our seas sustainable then in reality if we grant the EU, 5, 7 or 10 years access then to us it should not matter as there will be a continual supply of reproducing and sustainable fish.

They concede a little, we concede a little, they concede a little, we concede a little. Then eventually you get to a deal that is acceptable to all.

All EU countries are in the midst of the same pandemic as we are, AND IT IS IN NOBODY'S INTERESTS TO HAVE A NO DEAL. However long it takes.

The markets will though react positively to any news of a deal and the certainty of knowing what will be happening in the New Year.

I see the circus is in town. Keep posting as it normally means the share price goes up.

One real sad individual.

Bonkers. It would appear that the EU have slackened off on the "ratchet clause" at the eleventh hour. This was the clause that could have punished us with tariffs if we hadn't towed the line. It acted against our wish for sovereignty. At least that is what the Telegraph was saying last night.

Look if we were the equivalent of Disney , with a US listing and had all our theme parks shut and all our big cinema releases postponed till next year we would be about 10 to 15% above pre-pandemic levels. That would put us well over £2.00.

Chill and enjoy the festive season and as the clock ticks down we get ever closer to reopening into the next James Bond blockbuster with the vaccine having been injected into most of the at risk groups and with herd immunity achieved.

Points to a deal which should be good news for MCRO and its multiple territories.

Its not only that but Emergency use vaccine approval in the US, Canada, UAE and elsewhere now under pressure to do similar should help the world get back to normal and quicker.

You just have to realise its's going up and hold for far bigger rewards.

Another wasted weekend for the clown

Things looking imvho a whole lot rosier for the future.

Emergency use in the US and 100M doses in the arm by the end of Feb. Hopefully Oxford vaccine news this week and EU deal now looking possible.

I think it should be a good blue day tomorrow

US Emergency Authority for the Pfizer vaccine
100M jabs in the arm by end Feb
Joint EU / Uk statement today infers both wish a deal.
News imminently coming on the Oxford vaccine.

All things considered its been a favourable weekend.

Get up tomorrowmorning and its one less sleep to Christmas.

I think decision prior to Xmas. Maybe towards the end of this week.

https://www.dailymail.co.uk/news/article-9048539/Pretty-high-chance-Oxford-vaccine-rolled-end-year.html

Not that it actually matters at all for Cineworld as 1) We are closed and 2) We don't trade physical products with the block.

Which leads me back to my post yesterday

Emergency Authorisation for the Pfizer vaccine granted.

https://www.dailymail.co.uk/news/article-9045375/US-FINALLY-approves-Pfizers-COVID-19-vaccine.html

100 M shots in the arm by end of Feb. (Brought forward from 100 days).

https://www.facebook.com/FoxNews/videos/covid-vaccine-azar-forecasts-100-million-shots-in-arms-by-end-of-february/779896609268997/

100M more doses of the Moderna vaccine also ordered for the US.

https://www.dailymail.co.uk/health/article-9045261/US-buys-100-million-doses-Modernas-COVID-19-vaccine.html

All adding to Disney respecting the theatrical window.

https://deadline.com/2020/12/disney-hbo-max-theatrical-streaming-disney-investor-day-bob-chapek-1234654716/

It's all looking that bit more rosy in the garden for 70p's and 80p's by year end or into January.

Have a nice festive day and no need to be glued to the bulletin board every minute of the day.

Its not just the vaccine approval that is beneficial here. It is the fact they intend 100M doses in the arm by the end of February and the further 100M doses they have secured from Moderna.

It lets us think of Spring and Summer sailings.

https://www.dailymail.co.uk/news/article-9045375/US-FINALLY-approves-Pfizers-COVID-19-vaccine.html

https://www.facebook.com/FoxNews/videos/covid-vaccine-azar-forecasts-100-million-shots-in-arms-by-end-of-february/779896609268997/

https://www.dailymail.co.uk/health/article-9045261/US-buys-100-million-doses-Modernas-COVID-19-vaccine.html

Excellent news that Emergency Use has been authorised in the USA along with a vaccine rollout within 24 hours and the intention to have 100M doses in the arm by the end of February. That beats the 100 days that Joe Biden was after. (Predicted correctly that PoTUS would exert pressure on the FDA)

Then also other 100M additional doses that the USA has just secured from Moderna.

https://www.dailymail.co.uk/news/article-9045375/US-FINALLY-approves-Pfizers-COVID-19-vaccine.html

100Million Shots in the Arm by end of February

https://www.facebook.com/FoxNews/videos/covid-vaccine-azar-forecasts-100-million-shots-in-arms-by-end-of-february/779896609268997/

Another 100M doses of the Moderna vaccine

https://www.dailymail.co.uk/health/article-9045261/US-buys-100-million-doses-Modernas-COVID-19-vaccine.html

So the horizon now in terms of 70% of our total cinemas and what amounts to 75% of our total screens is now looking pretty good for our scheduled reopenings.

Then on a No Deal Brexit, Cineworld is about as Brexit immune as they come.

About 85% of their cinemas are in the US, UK and Israel. Then of them and including the remainder they don't trade tangible physical goods like cars, electrical goods and meat and dairy and would not be subject to tariffs. Pound weakens against the Euro we make more on currency translations back to the UK Listed company.

In any case all our cinemas are closed until March so there should be no impact.

More likely imvho to start a push further upwards into the 70's and 80's by the year end and as January progresses.

Just had this ping up on my news feeds.

https://www.bbc.co.uk/news/world-us-canada-55265477

About 85% of its cinemas are in the US and the UK with a further 11 in Israel in the Middle East.

There are about 100 in European countries but we don't actually trade with the EU. We serve them up films in their own respective countries and sell them popcorn, hotdogs and the like sourced from local distributors. As we don't as such have to cross borders then we are immune from tariffs that would be imposed on physical goods (cars, meat, wine etc)

Monies are taken in Euros and as we are a UK listed company those monies would be subject to currency translation. No deal would in all probability strengthen the Euro against the pound. This in actual fact would raise the number of pounds that they convert back into. Plenty other Brexit immune stocks out there and I fortunately hold a few.

Cineworld also at the moments has all its cinemas closed so in reality it would only become applicable when they reopen.

Happy with my 2 x circa 58.5p top ups and glad I watched the Disney Investor Conference myself and knew what was said.

Lets get that Pfizer vaccine authorised and rolled out in the US.

Christmas shopping for the rest of today and the weekend.

Festive Best

Last comment on here for a bit.

AirBnB - £100 Billion valuation and it doubling its money on its first day on the market. For a business that will hardly have sold a night in a bedroom, apartment or villa globally through the pandemic.

Disney - a share price higher than pre-pandemic levels with most of last years movies and revenues postponed, its theme parks closed and many other revenue streams impaired.

Maybe our main listing should be in the US? and we would be sat back at the 240p that we were before the pandemic.

Some simply incredible valuations over there. Or are they simply seeing the pandemic as a temporary blip that will pass. If so and on that basis we present our very own temporary blip value.

It shouldn't have retraced but gone up or at least stayed the same off the Disney investor conference content as the theatrical window was preserved and blockbusters are still heading to cinema. The Deadline article is on the money for that is how it was on what I saw.

FDA approval. Turning to that, its imminent authorisation should in due course be adding to the share price for it green lights the reopening of 546 cinemas in the US and there is not a dime factored in for that plus the fact that vaccines should remove capacity restrictions.

Happy to sit back now and let things pan out and not getting involved with institutions manipulating share prices to spook PI's and pick up stock. Nor agenda posters.

The time to look back will be on the 2nd April when the new James Bond film debuts into all our cinemas and with the vaccine having worked its magic.

Good Luck with your investments, day trades and any long or short positions that you have. My intention is to keep the focus on this as an investment and to make the most of Christmas without the computer screen and need to read 700 post per day, a high proportion of which are binnable. May look in from time to time and comment.

Have a good un, as they say.