Member Info for lejjb

Amen!

toneman - I get your comments, but overall this would be for a much more for in-depth discussion about macroeconomics and business economics than this forum can take. I appreciate your civility throughout - not something commonly found on this forum or social media generally!

Toneman: what about this then?
https://www.businessinsider.com/elon-musk-list-government-subsidies-tesla-billions-spacex-solarcity-2021-12?r=US&IR=T

The thing is, we are not in the right points "in the cycle" to just hope that companies will just invest by themselves, especially for such largely "unadopted" technology. Electric vehicles have only become widespread after humongous subsidies from various government including the USA - Tesla would have disappeared without a trace a long time ago without those, even though it has ended up benefiting Elon Musk enormously too.

OK, thank you.

Let me put it another way: does ITM not have a long order book that it is struggling to fulfil due to insufficient capacities?

We certainly agree on the first point!

I highly doubt it considering that ITM has a long unfulfilled order book. An expansion of the designs looks more likely to me.
But again, this is all speculation.

My HIGH SPECULATIVE belief is that a large investment or even takeover from an oil major is about to happen to avoid the full blast of the windfall tax. But again, this is HIGHLY SPECULATIVE.

Thanks for sharing that.

However, that means they have poor / no real BD and sales team which is very frustrating - to maximise any business success, you just don't wait for the opportunities to fall on your lap, you try to make them happen too.

However, I don't know whether Plug's order book is actually disproportionately over stretched vs ITM as a result of that.

That is evidence, fair enough re: JPM and precious metals!
However, please just be careful not to generalise beyond what the evidence in front of you says literally . Otherwise, that will scupper how you develop, and then apply, your trading and investment processes.

This was confirmed in local news.
https://www.thestar.co.uk/news/politics/council/climate-crisis-university-of-sheffield-and-itm-power-green-power-gigafactory-plan-delayed-3801131
That suggests an extension to the existing plan, i.e. more to be built.

Unless you do have firm evidence of that of course, if I may I really really really recommend that you do not try making any guesses about manipulation of securities, commodities etc. Those IIs have the means and the brains to make it neigh on impossible to find out what they are (or are not) doing.
Focus on getting rich by putting together processes that work for you and stick to them no matter what. Ignore rumours, etc. and focus only on the price action (i.e. SP movement patterns / aka "technical analysis") and business and economic information in the public domain.
That's what the greatest traders (e.g. Mark Minervini) do.
Best wishes.

Bellers - by the time a TR1 is issued, it’s already too late, Blackrock / JPM etc is usually long gone.
In any case, Blackrock’s catastrophic results for H1 2022 shows that it’s been just as clueless as anyone else so don’t really waste your valuable time and mental space following what they do.

Hussartbr - If you don't care, why do you get involved in this thread then instead of being quiet?

FunInvestor - you are obviously disingenous in saying it was "ME", I didn't write those articles - unless you were trying to do a bad joke... At least you bothered providing me a source, most don't even do that: I'll look at the link you shared later.

Then I suggest you write to Hollywood Report and Reuters and ask them.

Until then, on the basis what is headlined in the trade and financial press, AMC's debt is much lower than that of CINE AND it has removed the immediate repayment pressure on its shoulders.

I didn't compile those figures - I gave you exactly what was reported.
Please be more specific.

FunInvestor:

AMC: $5.5bn July 2022 estimate, and it has paid at a 31% discount a lot of (all?) its debt due in 2026 so it is in much less immediate pressure.
https://www.hollywoodreporter.com/business/business-news/amc-entertainment-repurchases-high-interest-debt-1235183426/

Cineworld: $8.9bn end of December 2021:
https://www.reuters.com/world/uk/worlds-no2-movie-theatre-cineworld-posts-smaller-annual-loss-2022-03-17/#:~:text=But%20any%20movie%20delays%20and,some%20%24600%20million%20from%202020.

Typo: "dodge"

People also keep convenient dodgy the fact that "revenues" is not the same metric as "profit".
They also convenient ignore that little thing called "debt". I understand that AMC was able to pay a very large part of it thanks to issuing more shares during the meme stock craze, so AMC does not have anywhere near as much debt repayment as CINE and thus does not stand on a cliff's edge with one foot already dangling over the abyss like CINE does.

The BoE's rate hike was priced in the markets from the moment the rumour of that amount spread, which was days (weeks?) ago.